Westmount Partners LLC Portfolio
Invests via Westmount Partners LLC | Managed by Terrence Demorest, Dimitri Krikelas
Invests via Westmount Partners LLC
Managed by Terrence Demorest, Dimitri Krikelas
Automatically Tracked
Company Profile
Boutique investment firm focused on private equity and middle-market transactions, Westmount Partners LLC provides strategic advisory and capital solutions to growth-oriented companies across industrials, consumer and business services. The firm targets control and structured minority investments, emphasizing operational improvement, industry specialization and value creation through board-level engagement. Typical investors include family offices and institutional LPs seeking concentrated, long-horizon returns from differentiated sector expertise.
Boutique investment firm focused on private equity and middle-market transactions, Westmount Partners LLC provides strategic advisory and capital solutions to growth-oriented companies across industrials, consumer and business services. The firm targets control and structured minority investments, emphasizing operational improvement, industry specialization and value creation through board-level engagement. Typical investors include family offices and institutional LPs seeking concentrated, long-horizon returns from differentiated sector expertise.
Investment Philosophy & Strategy
Boutique investment firm focused on private equity and middle-market transactions, Westmount Partners LLC provides strategic advisory and capital solutions to growth-oriented companies across industrials, consumer and business services. The firm targets control and structured minority investments, emphasizing operational improvement, industry specialization and value creation through board-level engagement. Typical investors include family offices and institutional LPs seeking concentrated, long-horizon returns from differentiated sector expertise.
Boutique investment firm focused on private equity and middle-market transactions, Westmount Partners LLC provides strategic advisory and capital solutions to growth-oriented companies across industrials, consumer and business services. The firm targets control and structured minority investments, emphasizing operational improvement, industry specialization and value creation through board-level engagement. Typical investors include family offices and institutional LPs seeking concentrated, long-horizon returns from differentiated sector expertise.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
-3.71%
Gain
Monthly
0.31%
Yearly
3.75%
Drawdown
47.82%
$456.87M
Equity
Holdings
$456.87M
Investment
$285.66M
$198.87M
Profit -$3.35M
Realized
$27.67M
Unrealized
$171.21M
Dividends
$15.61M
Goals
Avg. 56.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$3.35M
Win %
81%
This Week
Compared To Last Week
Gain
-0.59%
Profit
-$2.72M
Win %
81%
This Month
Compared to last month
Gain
0.9%
Profit
$4.08M
Win %
81%
This Year
Compared to last year
Gain
0.66%
Profit
$3.1M
Win %
80%
TRV The Travelers Companies, Inc.
+7.84%
+$27,343.51 
FATE Fate Therapeutics Inc.
+7.14%
+$1,969.11 
NNOX Nano-X Imaging Ltd.
+6.25%
+$1,573 
ALL Allstate Corporation
+3.17%
+$13,960.83 
GE General Electric Company
+2.89%
+$37,779.58 
PANW Palo Alto Networks, Inc.
+2.74%
+$49,546.5 
MRK Merck & Co., Inc.
+2.54%
+$16,217.11 
PSX Phillips 66
+2.4%
+$38,657.08 
MO Altria Group, Inc.
+2.31%
+$13,636.7 
SHEL Shell plc
+2.3%
+$8,255.51 
T AT&T Inc.
+2.09%
+$8,673.76 
BMY Bristol-Myers Squibb Company
+1.98%
+$12,171.08 
BRK-A Berkshire Hathaway Inc.
+1.96%
+$29,000 
ABT Abbott Laboratories
+1.96%
+$9,145.14 
COP ConocoPhillips
+1.95%
+$15,587 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
+1.91%
+$9,677.01 
BRK-B Berkshire Hathaway Inc.
+1.86%
+$157,427.82 
CSCO Cisco Systems, Inc.
+1.86%
+$14,681.88 
UNH UnitedHealth Group Incorporated
+1.84%
+$5,607.58 
GILD Gilead Sciences Inc.
+1.75%
+$6,871.06 
CVX Chevron Corporation
+1.69%
+$11,332.84 
XOM Exxon Mobil Corporation
+1.66%
+$37,524.45 
BBIO BridgeBio Pharma, Inc.
+1.64%
+$4,100.17 
RTX RTX Corporation
+1.57%
+$7,807.38 
ED Consolidated Edison, Inc.
+1.56%
+$4,824.75 
MU Micron Technology, Inc.
+1.53%
+$3,232.37 
CVS CVS Health Corporation
+1.53%
+$5,726.19 
JNJ Johnson & Johnson
+1.53%
+$37,183.88 
LMT Lockheed Martin Corporation
+1.53%
+$10,072.97 
EIX Edison International
+1.49%
+$6,920.54 
WFC Wells Fargo & Company
+1.42%
+$39,031.25 
XLE Energy Select Sector SPDR Fund
+1.37%
+$4,486.56 
ABBV AbbVie Inc.
+1.36%
+$19,758.15 
SNDK SanDisk Corporation
+1.35%
+$1,158.39 
PM Philip Morris International Inc.
+1.34%
+$8,986.2 
SRE Sempra
+1.33%
+$11,716.76 
DUK Duke Energy Corporation
+1.28%
+$6,671.84 
VZ Verizon Communications Inc.
+1.23%
+$4,044.6 
REXR Rexford Industrial Realty, Inc.
+1.2%
+$3,595.5 
LLY Eli Lilly and Company
+1.2%
+$31,995.8 
GEV GE Vernova Inc.
+1.17%
+$10,356.68 
DE Deere & Company
+1.11%
+$6,346.98 
ESLT Elbit Systems Ltd.
+1.1%
+$2,280.6 
WMT Walmart Inc.
+1.07%
+$70,487.61 
BA Boeing Company
+1%
+$8,052.82 
NVS Novartis AG Sponsored ADR
+0.96%
+$2,275.56 
WSM Williams-Sonoma, Inc.
+0.94%
+$14,272.57 
PFE Pfizer Inc.
+0.94%
+$2,489.59 
UNP Union Pacific Corporation
+0.93%
+$7,803.09 
NEE NextEra Energy, Inc.
+0.92%
+$7,119.75 
MMM 3M Company
+0.88%
+$2,422.52 
BLND Blend Labs Inc.
+0.84%
+$675 
WM Waste Management, Inc.
+0.82%
+$3,116.52 
PFG Principal Financial Group, Inc.
+0.81%
+$2,441.99 
PG Procter & Gamble Co
+0.81%
+$18,930.74 
CACI Caci International Inc.
+0.77%
+$69,699.02 
MSB Mesabi Trust
+0.77%
+$3,202.64 
CUSD CrossingBridge Ultra-Short Duration Fund
+0.75%
+$2,523.29 
FTNT Fortinet Inc.
+0.75%
+$2,785.2 
ETN Eaton Corporation plc
+0.74%
+$3,547.91 
SCHD Schwab U.S. Dividend Equity ETF
+0.59%
+$1,577.19 
VTV Vanguard Value ETF
+0.59%
+$4,724.9 
PAYX Paychex Inc.
+0.56%
+$1,609.6 
ALLO Allogene Therapeutics Inc.
+0.54%
+$349.2 
SDY SPDR S&P Dividend ETF
+0.52%
+$6,948.69 
VHT Vanguard Health Care ETF
+0.52%
+$3,680.88 
VNQ Vanguard Real Estate ETF
+0.51%
+$1,454.52 
IYR iShares U.S. Real Estate ETF
+0.47%
+$2,455.7 
GLD SPDR Gold Shares
+0.46%
+$2,241.28 
AMGN Amgen Inc.
+0.44%
+$6,162.79 
BAC Bank of America Corporation
+0.42%
+$5,403.58 
OPK Opko Health Inc.
+0.42%
+$92.75 
ORCL Oracle Corporation
+0.41%
+$10,041.39 
VYM Vanguard High Dividend Yield ETF
+0.41%
+$1,891.64 
HD The Home Depot, Inc.
+0.39%
+$8,856.28 
NUE Nucor Corporation
+0.37%
+$1,934.01 
DFUV Dimensional US Marketwide Value ETF
+0.35%
+$11,618.49 
FNGR Fingermotion Inc.
+0.34%
+$24 
COST Costco Wholesale Corporation
+0.34%
+$11,860.49 
DGRO iShares Core Dividend Growth ETF
+0.34%
+$1,846 
LIN Linde plc
+0.32%
+$878.53 
TIP iShares TIPS Bond ETF
+0.31%
+$1,069.2 
KFY Korn Ferry
+0.3%
+$9,964.32 
CSX CSX Corporation
+0.29%
+$1,749.6 
TSLX Sixth Street Specialty Lending Inc.
+0.28%
+$651.5 
MFC Manulife Financial Corporation
+0.27%
+$620.2 
SCHV Schwab U.S. Large-Cap Value ETF
+0.27%
+$1,194.93 
GRMN Garmin Ltd.
+0.26%
+$1,433.23 
CMCSA Comcast Corp
+0.25%
+$751.8 
GRAL Grail, Inc.
+0.24%
+$1,413.04 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.21%
+$1,002.67 
JPM JPMorgan Chase & Co.
+0.2%
+$6,281.07 
URI United Rentals, Inc.
+0.2%
+$1,106.73 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.18%
+$877.03 
IVE ISHARES S&P 500 VALUE ETF
+0.18%
+$4,798.64 
VO Vanguard Mid-Cap ETF
+0.15%
+$2,065.8 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.14%
+$324.81 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$3,188.84 
IWD iShares Russell 1000 Value ETF
+0.09%
+$733.73 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.09%
+$943.95 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.08%
+$194.75 
RSP Invesco S&P 500 Equal Weight ETF
+0.04%
+$192.87 
PYLD PIMCO Multisector Bond Active ETF
+0.02%
+$58.41 
GLNG Golar LNG Ltd.
+0.01%
+$40.37 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$211.04 
VIG Vanguard Dividend Appreciation ETF
+0.01%
+$107.85 
STRZ
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
YNDX Yandex NV
0%
$0 
ISRG Intuitive Surgical, Inc.
-11.17%
-$169,116.56 
CDNS Cadence Design Systems, Inc.
-9.66%
-$35,242.5 
NFLX Netflix, Inc.
-8.68%
-$189,707.4 
SOXL Direxion Daily Semiconductor Bull 3X Shares
-6.33%
-$1,353 
HOOD Robinhood Markets, Inc.
-5.07%
-$150,341.31 
AMAT Applied Materials, Inc.
-4.82%
-$19,100.83 
META Meta Platforms Inc Class A
-4.27%
-$164,491.72 
TQQQ ProShares UltraPro QQQ
-4.16%
-$22,564.5 
KLAC KLA Corporation
-3.49%
-$5,829.3 
SYK Stryker Corporation
-3.48%
-$11,124.56 
FIX Comfort Systems USA, Inc.
-3.08%
-$10,368 
TECL Direxion Daily Technology Bull 3x Shares
-2.96%
-$11,956.86 
LRCX Lam Research Corporation
-2.96%
-$30,949.56 
PNBK Patriot National Bancorp Inc.
-2.87%
-$3,500 
TXN Texas Instruments Inc
-2.81%
-$10,189.49 
ASML ASML Holding N.V. New York Registry Shares
-2.6%
-$14,755.2 
PLTR Palantir Technologies Inc.
-2.6%
-$7,793.17 
CLS Celestica Inc.
-2.48%
-$11,505.82 
INTC Intel Corporation
-2.33%
-$49,414.9 
SMH VanEck Semiconductor ETF
-2.33%
-$8,917.02 
AMD Advanced Micro Devices, Inc.
-2.32%
-$28,736.26 
RSI Rush Street Interactive Inc.
-2.32%
-$26,676 
TSLA Tesla, Inc.
-2.32%
-$68,230.86 
SOFI SoFi Technologies, Inc.
-2.31%
-$7,029.6 
GLW Corning Incorporated
-2.27%
-$5,731.22 
IBM International Business Machines Corporation
-2.23%
-$95,936.51 
RDDT Reddit Inc Class A
-2.22%
-$5,055.29 
MSFT Microsoft Corp.
-2.2%
-$341,967.85 
KO The Coca-Cola Company
-2.18%
-$24,422.93 
SHOP Shopify Inc.
-2.18%
-$15,850.38 
GOOG Alphabet Inc
-2.1%
-$122,328.05 
GOOGL Alphabet Inc
-2.06%
-$224,256.2 
UPRO ProShares UltraPro S&P500
-1.95%
-$26,236 
ALNY Alnylam Pharmaceuticals Inc
-1.94%
-$5,479.99 
VWO Vanguard FTSE Emerging Markets ETF
-1.92%
-$19,950.15 
BKNG Booking Holdings Inc.
-1.88%
-$5,911.29 
ILMN Illumina, Inc.
-1.83%
-$79,086.48 
SCHE Schwab Emerging Markets Equity ETF
-1.81%
-$17,880.2 
APO Apollo Global Management, Inc.
-1.81%
-$11,150 
NU Nu Holdings Ltd.
-1.74%
-$5,364.24 
COIN Coinbase Global, Inc.
-1.73%
-$4,403.54 
MGK Vanguard Mega Cap Growth ETF
-1.71%
-$13,403.53 
IEMG iShares Core MSCI Emerging Markets ETF
-1.7%
-$14,981.97 
EEM iShares MSCI Emerging Markets ETF
-1.68%
-$11,855.16 
XNTK SPDR NYSE Technology ETF
-1.66%
-$5,939.75 
IYW iShares U.S. Technology ETF
-1.65%
-$18,184.28 
AMG Affiliated Managers Group Inc.
-1.63%
-$4,061.85 
VFC V.F. Corporation
-1.63%
-$6,401.39 
ASTH Astrana Health Inc.
-1.6%
-$55,983.44 
ARTY iShares Future AI & Tech ETF
-1.56%
-$5,118.08 
V Visa Inc. Class A
-1.56%
-$37,070.35 
ANET Arista Networks, Inc.
-1.54%
-$3,079.11 
VUG Vanguard Growth ETF
-1.49%
-$55,707.56 
TMO Thermo Fisher Scientific Inc.
-1.43%
-$8,360.54 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.42%
-$5,483.59 
NVDA NVIDIA Corporation
-1.41%
-$275,002.68 
BMRC Bank of Marin Bancorp
-1.39%
-$47,348.44 
GBTC Grayscale Bitcoin Trust ETF
-1.39%
-$5,357.16 
WDC Western Digital Corporation
-1.36%
-$1,365.25 
IWF iShares Russell 1000 Growth ETF
-1.34%
-$20,766.78 
QQQ Invesco QQQ Trust, Series 1
-1.34%
-$76,728.32 
MA Mastercard Incorporated
-1.33%
-$9,877.76 
XLK State Street Technology Select Sector SPDR ETF
-1.31%
-$21,344 
PXH Invesco FTSE RAFI Emerging Markets ETF
-1.27%
-$7,238.52 
VOOG Vanguard S&P 500 Growth ETF
-1.25%
-$2,677.3 
GS The Goldman Sachs Group, Inc.
-1.25%
-$13,540.8 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.23%
-$27,950.16 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.23%
-$27,248.45 
IDMO Invesco S&P International Developed Momentum ETF
-1.21%
-$28,800 
IONS Ionis Pharmaceuticals, Inc.
-1.21%
-$8,554.26 
GPIQ Nasdaq 100 Core Premium Income ETF
-1.21%
-$5,452.84 
RDNT RadNet Inc.
-1.21%
-$15,200 
IUSG iShares Core S&P U.S. Growth ETF
-1.18%
-$5,917.72 
MS Morgan Stanley
-1.18%
-$5,735.9 
VGT Vanguard Information Technology ETF
-1.17%
-$13,663.98 
IDXX IDEXX Laboratories, Inc.
-1.17%
-$2,684 
NYT New York Times Co.
-1.12%
-$3,796.04 
SCZ iShares MSCI EAFE Small-Cap ETF
-1.08%
-$11,546.1 
CVNA Carvana Co.
-1.08%
-$4,240.8 
AXP American Express Company
-1.04%
-$8,154.51 
IXUS iShares Core International Stock ETF
-1.01%
-$5,284.85 
VEU Vanguard FTSE All-World ex-US ETF
-0.99%
-$5,998.4 
FICO Fair Isaac Corporation
-0.99%
-$5,459.03 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.98%
-$10,253.01 
AVGO Broadcom Inc.
-0.93%
-$168,218.18 
AAPL Apple Inc.
-0.92%
-$566,435.27 
QCOM QUALCOMM Incorporated
-0.92%
-$16,430.15 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.91%
-$11,667.15 
RL Ralph Lauren Corporation
-0.9%
-$2,822.03 
ABNB Airbnb, Inc.
-0.9%
-$10,150.83 
FENI Fidelity Enhanced International ETF
-0.8%
-$2,891.51 
ACWI iShares MSCI ACWI ETF
-0.78%
-$1,638.46 
IEFA iShares Core MSCI EAFE ETF
-0.78%
-$11,372.57 
B BARRICK MINING CORP Common Stock (ABR0)
-0.75%
-$1,647.88 
EFA iShares MSCI EAFE ETF
-0.74%
-$19,320.07 
AMZN Amazon.com Inc
-0.73%
-$90,394.68 
DIS The Walt Disney Company
-0.73%
-$14,623.36 
BLK BlackRock, Inc.
-0.7%
-$1,921.49 
C Citigroup Inc.
-0.69%
-$1,619.8 
SCHF Schwab International Equity ETF
-0.68%
-$11,291.29 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.68%
-$12,983.15 
VT Vanguard Total World Stock ETF
-0.68%
-$62,304.08 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.67%
-$4,096.2 
GSBD Goldman Sachs BDC Inc.
-0.66%
-$887.4 
EAOR iShares ESG Aware Growth Allocation Fund
-0.63%
-$1,497.99 
SCHX Schwab U.S. Large-Cap ETF
-0.62%
-$19,488.27 
IVV iShares Core S&P 500 ETF
-0.61%
-$56,185.76 
MAT Mattel Inc.
-0.61%
-$1,227.33 
VOO Vanguard S&P 500 ETF
-0.6%
-$110,635.73 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.6%
-$1,220.06 
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
-0.6%
-$3,049.92 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$65,091.6 
DFUS Dimensional U.S. Equity Market ETF
-0.58%
-$3,137.28 
SCHB Schwab U.S. Broad Market ETF
-0.58%
-$6,047.25 
SBUX Starbucks Corporation
-0.58%
-$2,506.77 
IWB iShares Russell 1000 ETF
-0.58%
-$11,366.93 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.57%
-$44,561.52 
AOA iShares Core Aggressive Allocation ETF
-0.57%
-$21,171.58 
CRBN iShares MSCI ACWI Low Carbon Target ETF
-0.57%
-$5,856.48 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.56%
-$10,555.5 
STX Seagate Technology Holdings plc
-0.54%
-$1,072.75 
SCHW Charles Schwab Corporation
-0.47%
-$2,349.12 
EAOA iShares ESG Aware Aggressive Allocation ETF
-0.45%
-$1,198.34 
STWD Starwood Property Trust Inc.
-0.41%
-$985.18 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.4%
-$6,680.02 
INMD InMode Ltd.
-0.35%
-$1,072.5 
NTHI NeonC Technologies Holdings
-0.31%
-$1,971.78 
DFIV Dimensional International Value ETF
-0.28%
-$1,282.16 
FNDF Schwab Fundamental International Large Company Index ETF
-0.27%
-$5,263.72 
QDF FlexShares Quality Dividend Index Fund
-0.26%
-$771.12 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.25%
-$791.16 
IJR iShares Core S&P Small-Cap ETF
-0.23%
-$9,229.64 
VXF Vanguard Extended Market ETF
-0.22%
-$782.28 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.19%
-$767.03 
LOW Lowe's Companies Inc.
-0.17%
-$885.04 
MCD McDonald's Corporation
-0.17%
-$1,032.7 
PNC The PNC Financial Services Group, Inc.
-0.17%
-$638.98 
MRVL Marvell Technology, Inc.
-0.16%
-$4,142.1 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.16%
-$2,426.28 
PEP PepsiCo, Inc.
-0.16%
-$1,032.46 
VB Vanguard Small-Cap ETF
-0.15%
-$1,262.05 
IJH iShares Core S&P Mid-Cap ETF
-0.14%
-$1,316.04 
SCHA Schwab U.S. Small-Cap ETF
-0.13%
-$1,985.58 
TJX The TJX Companies, Inc.
-0.08%
-$221.52 
CAT Caterpillar Inc.
-0.07%
-$1,152.58 
IWM iShares Russell 2000 ETF
-0.06%
-$1,399.44 
DFAS Dimensional U.S. Small Cap ETF
-0.04%
-$718.06 
DFAT Dimensional US Targeted Value ETF
-0.04%
-$349.68 
IWR iShares Russell Mid-Cap ETF
-0.04%
-$222.72 
CWB SPDR Bloomberg Convertible Securities ETF
-0.03%
-$88.83 
BX Blackstone Inc.
-0.02%
-$164.25 Events
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Dividends
Dividend Analysis
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| Trades 2567 | Longs Won 1935/2567 75% | Profit Factor 24.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $715,795.99 |
| Average Win $107,238.29 | Best Trade (Jul 17) $30.32M | Sharpe Ratio -11 |
| Average Loss -$13,661.51 | Worst Trade (Dec 30) -$545,035.05 | Z-Score 31.47 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 4w | Expectancy $77,472.55 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 33,333 | 30,000 | 26,667 | 23,333 | 20,000 | 16,667 | 13,333 | 10,000 | 6,667 | 3,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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