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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 (2016Q2)
Portfolio Summary: 145 holdings with a total value of $86,613,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 AMERICAN INTL GROUP INC 0 0 0.00%
2 CNOOC LTD 0 0 0.00%
3 TIME INC NEW 3 0 0.00%
4 INVENTERGY GLOBAL INC COM NEW 1 0 0.00%
5 ImmunoCellular Therapeutics Lt 1,000 0 0.00%
6 PJT PARTNERS INC 4 0 0.00%
7 AMERICAN INTL GROUP INC 13 0 0.00%
8 ALLEGHENY TECHNOLOGIES INC 46 1,000 0.00%
9 AMAZON COM INC 2 1,000 0.00%
10 FRONTIER COMMUNICATIONS CORP 221 1,000 0.00%
11 ISHARES TR 13 1,000 0.00%
12 ISHARES TR 8 1,000 0.00%
13 YAHOO INC 25 1,000 0.00%
14 NUANCE COMM 50 1,000 0.00%
15 MSA SAFETY INC 10 1,000 0.00%
16 ADAMS DIVERSIFIED EQUITY FD 70 1,000 0.00%
17 SUNOCO LP SUNOCO FIN CORP 30 1,000 0.00%
18 FEDEX CORP 10 2,000 0.00%
19 FREEPORT-MCMORAN INC 191 2,000 0.00%
20 BLUE BUFFALO PET PRODS INC 75 2,000 0.00%
21 SPDR SER TR 25 2,000 0.00%
22 COMCAST CORP NEW 50 3,000 0.00%
23 PETROLEO BRASILEIRO SA PETRO 400 3,000 0.00%
24 FIRST TR EXCHANGE TRADED FD 42 3,000 0.00%
25 CORESITE RLTY CORP 50 4,000 0.00%
26 ISHARES TR 50 4,000 0.00%
27 VANGUARD INDEX FDS 35 4,000 0.00%
28 LEAR CORP 40 4,000 0.00%
29 ISHARES TR 22 4,000 0.00%
30 WGL HLDGS INC COM 50 4,000 0.00%
31 TJX COS INC NEW 68 5,000 0.01%
32 USA Technologies Inc 1,300 6,000 0.01%
33 POST HLDGS INC 75 6,000 0.01%
34 VANGUARD INDEX FDS 59 6,000 0.01%
35 CDK GLOBAL INC 133 7,000 0.01%
36 Griffon Corp 400 7,000 0.01%
37 ISHARES TR 120 7,000 0.01%
38 MONSANTO CO NEW 68 7,000 0.01%
39 E M C CORP MASS COM 275 7,000 0.01%
40 BROADRIDGE FINL SOLUTIONS IN 100 7,000 0.01%
41 EXELON CORP 202 7,000 0.01%
42 PHILIP MORRIS INTL INC 73 7,000 0.01%
43 ORACLE CORP 200 8,000 0.01%
44 NOVARTIS A G 97 8,000 0.01%
45 PNC FINL SVCS GROUP INC 100 8,000 0.01%
46 Spectra Energy Corp Com 259 9,000 0.01%
47 CISCO SYS INC 330 9,000 0.01%
48 MEDTRONIC PLC 103 9,000 0.01%
49 AMERICAN ELEC PWR INC 123 9,000 0.01%
50 ABBVIE INC 166 10,000 0.01%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-16-017088, filed 2016.08.19).

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.