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Institutional Investment Manager
Catamount Wealth Management
Catamount Wealth Management (CIK: 0001677443) incorporated in Connecticut, located at 943 Post Rd East, Westport, CT. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q2)
Portfolio Summary: 211 holdings with a total value of $129,149,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 EOG RES INC 150 13,000 0.01%
102 ISHARES TR 37 14,000 0.01%
103 ABERDEEN ASIA PACIFIC INCOM 2,907 14,000 0.01%
104 SOUTH JERSEY INDS INC COM 556 14,000 0.01%
105 AMERIGAS PARTNERS L P 320 15,000 0.01%
106 BAYTEX ENERGY CORP 1,000 16,000 0.01%
107 EATON CORP PLC 232 16,000 0.01%
108 POWERSHARES ETF TR II 500 16,000 0.01%
109 MONDELEZ INTL INC 400 16,000 0.01%
110 SOUTHERN CO 400 17,000 0.01%
111 SUNTRUST BKS INC 400 17,000 0.01%
112 COSTCO WHSL CORP NEW 136 18,000 0.01%
113 BROOKFIELD RENEWABLE PARTNER 600 18,000 0.01%
114 ALLSTATE CORP 300 19,000 0.01%
115 ISHARES TR 150 19,000 0.01%
116 ISHARES TR 157 20,000 0.02%
117 WEBSTER FINL CORP CONN 500 20,000 0.02%
118 MERCK & CO INC 360 20,000 0.02%
119 PLAINS ALL AMERN PIPELINE L 450 20,000 0.02%
120 ISHARES TR 294 22,000 0.02%
121 REYNOLDS AMERICAN INC 292 22,000 0.02%
122 KROGER CO 300 22,000 0.02%
123 EVERSOURCE ENERGY 478 22,000 0.02%
124 US BANCORP DEL 532 23,000 0.02%
125 ISHARES TR 220 23,000 0.02%
126 CONSOLIDATED EDISON INC 395 23,000 0.02%
127 PACIFIC COAST OIL TR 6,000 24,000 0.02%
128 ISHARES TR 140 24,000 0.02%
129 BANK NEW YORK MELLON CORP 595 25,000 0.02%
130 CHEVRON CORP NEW 261 25,000 0.02%
131 BLACKSTONE GROUP L P 600 25,000 0.02%
132 BP PLC 700 28,000 0.02%
133 DIREXION DAILY TECHNOLOGY BULL 3X SHARES 800 28,000 0.02%
134 CIGNA CORPORATION 187 30,000 0.02%
135 ASTRAZENECA PLC 500 32,000 0.02%
136 CISCO SYS INC 1,325 36,000 0.03%
137 PHILLIPS 66 454 37,000 0.03%
138 JOHNSON CTLS INTL PLC 743 37,000 0.03%
139 ISHARES TR 649 41,000 0.03%
140 TIME WARNER INC NEW 234 42,000 0.03%
141 MICROSOFT CORP 1,000 44,000 0.03%
142 COLGATE PALMOLIVE CO 750 49,000 0.04%
143 PEPSICO INC 536 50,000 0.04%
144 BAXTER INTL INC 750 52,000 0.04%
145 HONEYWELL INTL INC 526 54,000 0.04%
146 CONOCOPHILLIPS 904 56,000 0.04%
147 AETNA INC NEW 451 57,000 0.04%
148 WILLIAMS COS INC DEL 1,000 57,000 0.04%
149 LILLY ELI & CO 700 58,000 0.04%
150 WALGREENS BOOTS ALLIANCE INC 700 59,000 0.05%
Page 3 of 5

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-16-014429, filed 2016.06.22).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.