13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001793367
Total reported value
$657.5M
$657.5M
199 檔
51.9%
At the close of Q2 2024, Belmont Capital, LLC disclosed equity holdings valued at approximately $657.5M, spread across 199 reported holdings.
During Q2 2024, Belmont Capital, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, META) accounted for 51.9% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 17.41% | — | +0.50% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 16.78% | — | +6677.92% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 16.29% | — | +0.98% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 7.84% | — | +32.06% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.31% | — | +18.94% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.29% | — | +44.36% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 2.42% | — | +3.12% | |
| 8 | COR | Cencora Inc | Stock-Healthcare | 1.94% | — | — | |
| 9 | APO | Apollo Global Management Inc | Stock-Financials | 1.94% | — | — | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.81% | — | +13.07% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.74% | — | -2.94% | |
| 12 | NOV | Nov Inc | Stock-Energy | 1.17% | — | -12.95% | |
| 13 | BYD | Boyd Gaming CORP | Stock-Consumer Disc | 1.13% | — | — | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.84% | — | +842.87% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.73% | — | +0.05% | |
| 16 | BAC | Bank Of America CORP | Stock-Financials | 0.73% | — | +0.41% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | — | +120.55% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.62% | — | -2.42% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 0.55% | — | — | |
| 20 | CAVA | Cava Group Inc | Stock-Consumer Disc | 0.52% | — | — | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | — | +320.95% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.45% | — | +16.60% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.41% | — | — | |
| 24 | CVX | Chevron CORP | Stock-Energy | 0.40% | — | — | |
| 25 | RY | Royal Bank Of Canada | Stock-Financials | 0.38% | — | -62.55% | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.37% | — | +15.45% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.35% | — | +157.65% | |
| 28 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.30% | — | — | |
| 29 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.30% | — | +532.79% | |
| 30 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.28% | — | — | |
| 31 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.28% | — | — | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.28% | — | -0.00% | |
| 33 | PFE | Pfizer Inc | Stock-Healthcare | 0.26% | — | +20.25% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.26% | — | — | |
| 35 | RSG | Republic Services Inc | Stock-Industrials | 0.25% | — | — | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.25% | — | +34.35% | |
| 37 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.23% | — | — | |
| 38 | MSI | Motorola Solutions Inc | Stock-Tech | 0.22% | — | — | |
| 39 | NOW | Servicenow Inc | Stock-Tech | 0.22% | — | — | |
| 40 | ROST | Ross Stores Inc | Stock-Consumer Disc | 0.22% | — | — | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.21% | — | +25.66% | |
| 42 | ICE | Intercontinental Exchange In | Stock-Financials | 0.21% | — | — | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.20% | — | +10.84% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.20% | — | +604.49% | |
| 45 | MMM | 3m Co | Stock-Industrials | 0.19% | — | +225.20% | |
| 46 | ADP | Automatic Data Processing | Stock-Tech | 0.19% | — | — | |
| 47 | ARCT | Arcturus Therapeutics Holdin | Stock-Other | 0.18% | — | — | |
| 48 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.18% | — | +37.68% | |
| 49 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.18% | — | — | |
| 50 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.18% | — | +699900.00% |
According to official SEC Form 13F filings, Belmont Capital, LLC reported a total U.S. public equity portfolio value of $657.5M across 199 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q2 2024, Belmont Capital, LLC's top holdings by market value included AAPL (17.4%)、NVDA (16.8%)、META (16.3%). The largest single position, AAPL, represented 17.4% of total portfolio value.
In Q2 2024, Belmont Capital, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.