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CIK: 0001793367
Total reported value
$657.5M
$657.5M
120 檔
62.9%
The Q4 2024 SEC filing reveals that Belmont Capital, LLC held a total portfolio value of $657.5M, covering 120 public equity positions.
During Q4 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 NVDA, META, AAPL) accounted for 62.9% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 27.96% | — | +21.19% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 15.19% | — | -8.74% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 12.62% | — | -15.29% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 6.54% | — | -13.50% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.01% | — | -8.67% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.41% | — | -0.87% | |
| 7 | COR | Cencora Inc | Stock-Healthcare | 3.23% | — | — | |
| 8 | HD | Home Depot Inc | Stock-Consumer Disc | 2.40% | — | +0.62% | |
| 9 | APO | Apollo Global Management Inc | Stock-Financials | 2.39% | — | +0.58% | |
| 10 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.01% | — | +170.99% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.83% | — | -4.06% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.46% | — | — | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.39% | — | -5.81% | |
| 14 | BYD | Boyd Gaming CORP | Stock-Consumer Disc | 1.30% | — | — | |
| 15 | COHR | Coherent CORP | Stock-Tech | 1.23% | — | -33.33% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.79% | — | — | |
| 17 | BAC | Bank Of America CORP | Stock-Financials | 0.69% | — | -0.41% | |
| 18 | NOV | Nov Inc | Stock-Energy | 0.67% | — | -15.25% | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.65% | — | — | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | — | +44.92% | |
| 21 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.61% | — | — | |
| 22 | CAVA | Cava Group Inc | Stock-Consumer Disc | 0.55% | — | -0.10% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | — | -0.15% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.44% | — | — | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.40% | — | — | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 0.27% | — | -23.90% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.27% | — | — | |
| 28 | MRVL | Marvell Technology Inc | Stock-Tech | 0.27% | — | — | |
| 29 | NOW | Servicenow Inc | Stock-Tech | 0.26% | — | — | |
| 30 | RSG | Republic Services Inc | Stock-Industrials | 0.23% | — | — | |
| 31 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.21% | — | — | |
| 32 | KLAC | Kla CORP | Stock-Tech | 0.21% | — | — | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.20% | — | -57.97% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.19% | — | — | |
| 35 | AFRM | Affirm Holdings Inc | Stock-Financials | 0.18% | — | — | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.17% | — | -47.89% | |
| 37 | TRGP | Targa Resources CORP | Stock-Energy | 0.15% | — | — | |
| 38 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.14% | — | — | |
| 39 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.14% | — | -24.17% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.13% | — | -58.97% | |
| 41 | NYT | New York Times Co-a | Stock-Comm Services | 0.13% | — | — | |
| 42 | ARCT | Arcturus Therapeutics Holdin | Stock-Other | 0.11% | — | — | |
| 43 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.11% | — | — | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.11% | — | — | |
| 45 | AMAT | Applied Materials Inc | Stock-Tech | 0.11% | — | — | |
| 46 | XLI | Ss Industrial Select Sector | ETF-Other | 0.10% | — | +5.75% | |
| 47 | ADP | Automatic Data Processing | Stock-Tech | 0.10% | — | — | |
| 48 | NPO | Enpro Inc | Stock-Industrials | 0.09% | — | -4.16% | |
| 49 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.09% | — | — | |
| 50 | COP | Conocophillips | Stock-Energy | 0.09% | — | +414.00% |
According to official SEC Form 13F filings, Belmont Capital, LLC reported a total U.S. public equity portfolio value of $657.5M across 120 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q4 2024, Belmont Capital, LLC's top holdings by market value included NVDA (28.0%)、META (15.2%)、AAPL (12.6%). The largest single position, NVDA, represented 28.0% of total portfolio value.
In Q4 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.
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