Westmount Partners, LLC
CIK 2051491 · Holdings on Sep 30, 2024 · First reported Jan 13, 2025
Top ten holdings
Q3 2024- AAPL11.54%
- MSFT4.63%
- CACI4.45%
- VOO4.19%
- SHV3.09%
- NVDA2.96%
- AVGO2.50%
- SPY2.47%
- AMZN2.22%
- BRK.B2.02%
Share classes counted separately40.07%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SHVWeight decreased · -1.23 pp4.32% → 3.09%Shares -25.82K (-21.73%)
- NVDAWeight increased · +0.54 pp2.42% → 2.96%Shares +22.17K (+37.62%)
- GOOGLWeight increased · +0.46 pp0.78% → 1.24%Shares +11.94K (+92.58%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $38.36M | 11.54% | 164.65K shares | 11.77% → 11.54%-0.23 pp +78 (+0.05%) | Added | ↗▾ |
| 02 | MSFTMICROSOFT CORP View history and evidence | $15.39M | 4.63% | 35.76K shares | 4.89% → 4.63%-0.26 pp +3.36K (+10.36%) | Added | ↗▾ |
| 03 | CACICACI INTERNATIONAL INC -CL ACL A View history and evidence | $14.79M | 4.45% | 29.30K shares | 4.14% → 4.45%+0.31 pp 0 (0.00%) | Unchanged | ↗▾ |
| 04 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $13.94M | 4.19% | 26.41K shares | 4.36% → 4.19%-0.17 pp +50 (+0.19%) | Added | ↗▾ |
| 05 | SHVISHARES 0-1 YEAR TREASURY BOSHORT TREAS BD View history and evidence | $10.29M | 3.09% | 93.02K shares | 4.32% → 3.09%-1.23 pp -25.82K (-21.73%) | Reduced | ↗▾ |
| 06 | NVDANVIDIA CORP View history and evidence | $9.85M | 2.96% | 81.12K shares | 2.42% → 2.96%+0.54 pp +22.17K (+37.62%) | Added | ↗▾ |
| 07 | AVGOBROADCOM INC View history and evidence | $8.30M | 2.50% | 48.13K shares | 2.42% → 2.50%+0.08 pp +43.66K (+977.43%) | Added | ↗▾ |
| 08 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $8.22M | 2.47% | 14.33K shares | 2.61% → 2.47%-0.14 pp -191 (-1.32%) | Reduced | ↗▾ |
| 09 | AMZNAMAZON.COM INC View history and evidence | $7.40M | 2.22% | 39.71K shares | 2.29% → 2.22%-0.07 pp +4.58K (+13.03%) | Added | ↗▾ |
| 10 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $6.71M | 2.02% | 14.58K shares | 1.94% → 2.02%+0.08 pp +40 (+0.28%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| TDIV FT NASDAQ TECH DVD INDEX FD | Non-derivative | -3,065 | -$233.40K | SEC filing ↗ | SEC filing ↗ |
| CRWD CROWDSTRIKE HOLDINGS INC - A | Non-derivative | -588 | -$230.58K | SEC filing ↗ | SEC filing ↗ |
| MU MICRON TECHNOLOGY INC | Non-derivative | -1,733 | -$227.92K | SEC filing ↗ | SEC filing ↗ |
3 / 6 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2051491 · Period 2024-09-30
Data loaded 2026-09-23 · First reported 2025-01-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 332532191
}Research all 230 reported holdings.
This page includes 30 of 230 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 230 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"2051491","quarter":"2024Q3","page_size":100}
get_institutional_manager_history
{"cik":"2051491","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.