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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
151 MARSH & MCLENNAN COS INC 59 4,000 0.00%
152 WGL HLDGS INC COM 50 4,000 0.00%
153 ISHARES RUSSELL 2000 GROWTH ETF 25 4,000 0.00%
154 VANGUARD INDEX FDS 35 4,000 0.00%
155 FIRST TR EXCHANGE TRADED FD 42 4,000 0.00%
156 ISHARES TR 30 4,000 0.00%
157 SUNCOR ENERGY INC NEW 140 4,000 0.00%
158 ISHARES TR 22 4,000 0.00%
159 MASTERCARD INCORPORATED 36 4,000 0.00%
160 MARATHON OIL CORP 205 3,000 0.00%
161 KRAFT HEINZ CO 35 3,000 0.00%
162 DELL TECHNOLOGIES INC 30 2,000 0.00%
163 SQUARE INC 100 2,000 0.00%
164 SYNCHRONY FINL 50 2,000 0.00%
165 SPDR SER TR 25 2,000 0.00%
166 YAHOO INC 25 1,000 0.00%
167 ADAMS DIVERSIFIED EQUITY FD 70 1,000 0.00%
168 MSA SAFETY INC 10 1,000 0.00%
169 UNITED STATES STL CORP NEW 30 1,000 0.00%
170 ALLEGHENY TECHNOLOGIES INC 46 1,000 0.00%
171 INVENTERGY GLOBAL INC COM NEW 1 0 0.00%
172 TIME INC NEW 3 0 0.00%
173 FRONTIER COMMUNICATIONS CORP 221 0 0.00%
174 ADVANSIX INC 16 0 0.00%
Page 4 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.