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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 (2015Q4)
Portfolio Summary: 135 holdings with a total value of $110,480,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 INVENTERGY GLOBAL INC COM NEW 1 0 0.00%
2 KAYNE ANDERSON MLP INVT CO 0 0 0.00%
3 MSA SAFETY INC 10 0 0.00%
4 KIMBERLY CLARK CORP 0 0 0.00%
5 ImmunoCellular Therapeutics Lt 1,000 0 0.00%
6 RELIANCE STEEL & ALUMINUM CO 0 0 0.00%
7 PHILIP MORRIS INTL INC 0 0 0.00%
8 PJT PARTNERS INC 15 0 0.00%
9 SUNOCO LP SUNOCO FIN CORP 30 1,000 0.00%
10 ADAMS DIVERSIFIED EQUITY FD 70 1,000 0.00%
11 ISHARES TR 13 1,000 0.00%
12 YAHOO INC 25 1,000 0.00%
13 ALLEGHENY TECHNOLOGIES INC 46 1,000 0.00%
14 ISHARES TR 8 1,000 0.00%
15 NUANCE COMM 50 1,000 0.00%
16 TIME INC NEW 119 2,000 0.00%
17 PETROLEO BRASILEIRO SA PETRO 400 2,000 0.00%
18 TESLA INC 9 2,000 0.00%
19 INTEL CORP 50 2,000 0.00%
20 SPDR SER TR 25 2,000 0.00%
21 VANGUARD INDEX FDS 35 3,000 0.00%
22 FIRST TR EXCHANGE TRADED FD 42 3,000 0.00%
23 WGL HLDGS INC COM 50 3,000 0.00%
24 ISHARES TR 50 3,000 0.00%
25 FEDEX CORP 30 4,000 0.00%
26 USA Technologies Inc 1,300 4,000 0.00%
27 ISHARES TR 22 4,000 0.00%
28 POST HLDGS INC 75 5,000 0.00%
29 LEAR CORP 40 5,000 0.00%
30 FIRST NBC BK HLDG CO 134 5,000 0.00%
31 VANGUARD INDEX FDS 59 6,000 0.01%
32 CORESITE RLTY CORP 100 6,000 0.01%
33 EXELON CORP 202 6,000 0.01%
34 Spectra Energy Corp Com 259 6,000 0.01%
35 UNILEVER PLC 136 6,000 0.01%
36 ISHARES TR 120 7,000 0.01%
37 HOME DEPOT INC 50 7,000 0.01%
38 MONSANTO CO NEW 68 7,000 0.01%
39 ORACLE CORP 200 7,000 0.01%
40 AMERICAN ELEC PWR INC 123 7,000 0.01%
41 MEDTRONIC PLC 103 8,000 0.01%
42 GILEAD SCIENCES INC 85 9,000 0.01%
43 ABBVIE INC 166 10,000 0.01%
44 PNC FINL SVCS GROUP INC 100 10,000 0.01%
45 MASCO CORP 350 10,000 0.01%
46 EOG RES INC 150 11,000 0.01%
47 CONOCOPHILLIPS 254 12,000 0.01%
48 EXPEDIA INC DEL 100 12,000 0.01%
49 EATON CORP PLC 232 12,000 0.01%
50 DISNEY WALT CO 128 13,000 0.01%
Page 1 of 3

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-16-014425, 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.