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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 (2017Q1)
Portfolio Summary: 174 holdings with a total value of $145,996,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 INVENTERGY GLOBAL INC COM NEW 1 0 0.00%
2 FRONTIER COMMUNICATIONS CORP 221 0 0.00%
3 ADVANSIX INC 16 0 0.00%
4 TIME INC NEW 3 0 0.00%
5 ALLEGHENY TECHNOLOGIES INC 46 1,000 0.00%
6 ADAMS DIVERSIFIED EQUITY FD 70 1,000 0.00%
7 MSA SAFETY INC 10 1,000 0.00%
8 UNITED STATES STL CORP NEW 30 1,000 0.00%
9 YAHOO INC 25 1,000 0.00%
10 SQUARE INC 100 2,000 0.00%
11 SPDR SER TR 25 2,000 0.00%
12 SYNCHRONY FINL 50 2,000 0.00%
13 DELL TECHNOLOGIES INC 30 2,000 0.00%
14 MARATHON OIL CORP 205 3,000 0.00%
15 KRAFT HEINZ CO 35 3,000 0.00%
16 MASTERCARD INCORPORATED 36 4,000 0.00%
17 WGL HLDGS INC COM 50 4,000 0.00%
18 ISHARES TR 30 4,000 0.00%
19 MARSH & MCLENNAN COS INC 59 4,000 0.00%
20 ISHARES RUSSELL 2000 GROWTH ETF 25 4,000 0.00%
21 ISHARES TR 22 4,000 0.00%
22 SUNCOR ENERGY INC NEW 140 4,000 0.00%
23 VANGUARD INDEX FDS 35 4,000 0.00%
24 FIRST TR EXCHANGE TRADED FD 42 4,000 0.00%
25 UNITEDHEALTH GROUP INC 30 5,000 0.00%
26 ALIBABA GROUP HLDG LTD 50 5,000 0.00%
27 PNC FINL SVCS GROUP INC 50 6,000 0.00%
28 QUALCOMM INC 100 6,000 0.00%
29 BROADRIDGE FINL SOLUTIONS IN 100 7,000 0.00%
30 EXELON CORP 202 7,000 0.00%
31 AMERICA MOVIL SAB DE CV 525 7,000 0.00%
32 REYNOLDS AMERICAN INC 132 8,000 0.01%
33 ISHARES TR 77 8,000 0.01%
34 AMERICAN ELEC PWR INC 123 8,000 0.01%
35 MONSANTO CO NEW 68 8,000 0.01%
36 NUSTAR ENERGY LP 150 8,000 0.01%
37 STARBUCKS CORP 141 8,000 0.01%
38 KIMBERLY CLARK CORP 66 9,000 0.01%
39 CDK GLOBAL INC 133 9,000 0.01%
40 BRITISH AMERN TOB PLC 148 10,000 0.01%
41 ENBRIDGE INC 254 11,000 0.01%
42 UNDER ARMOUR INC 578 11,000 0.01%
43 CISCO SYS INC 330 11,000 0.01%
44 PHILIP MORRIS INTL INC 103 12,000 0.01%
45 MASCO CORP 350 12,000 0.01%
46 UNITED TECHNOLOGIES CORP 110 12,000 0.01%
47 COLLEGIUM PHARMACEUTICAL INC COM 1,150 12,000 0.01%
48 CONOCOPHILLIPS 254 13,000 0.01%
49 SELECT SECTOR SPDR TR 200 13,000 0.01%
50 FIRST SOLAR INC 500 14,000 0.01%
Page 1 of 4

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-17-006321, filed 2017.05.12).

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.