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Belmont Capital, LLC

Sector-focusedLong-term holder

Total reported value

$657.5M

Reporting period: 2025-06-30 · Number of holdings: 167

Belmont Capital, LLC disclosed 167 holdings in its latest 13F filing for the period ending 2025-06-30, with total reported value of $657.5M and a quarterly turnover rate of 0.0%.

Personality snowflake

Concentration
39.9
Portfolio Stability
0
Momentum/Contrarian
50
Sector conviction
100
Diversification
100
Sizing Uniformity
60.31

Recent moves

No holding changes this quarter

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1NVDANvidia CORPStock-Tech19.51%—+16.32%
2METAMeta Platforms Inc-class AStock-Comm Services18.08%—+0.13%
3AAPLApple INCStock-Tech11.29%—-21.21%
4MSFTMicrosoft CORPStock-Tech7.91%—+2.19%
5CORCencora INCStock-Healthcare4.98%——
6AMZNAmazon.com INCStock-Consumer Disc4.95%—+2.56%
7APOApollo Global Management INCStock-Financials3.50%—+75.28%
8SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth3.46%—+2.92%
9PLTRPalantir Technologies Inc-aStock-Tech2.94%—+0.73%
10HDHome Depot INCStock-Consumer Disc2.20%——
11TSLATesla INCStock-Consumer Disc1.59%—+0.89%
12EFAIshares Msci Eafe ETFETF-Other1.56%—-3.36%
13GOOGLAlphabet Inc-cl AStock-Comm Services1.42%—+5.94%
14BYDBoyd Gaming CORPStock-Consumer Disc1.31%——
15VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.64%——
16MSTRStrategy INCStock-Tech0.63%——
17COHRCoherent CORPStock-Tech0.61%—-35.29%
18JPMJpmorgan Chase & CoStock-Financials0.52%——
19AVGOBroadcom INCStock-Tech0.46%——
20NOVNov INCStock-Energy0.44%—-36.39%
21SOFISofi Technologies INCStock-Financials0.39%——
22CAVACava Group INCStock-Consumer Disc0.38%——
23GOOGAlphabet Inc-cl CStock-Comm Services0.38%—+17.08%
24ITAIshares U.s. Aerospace & DefETF-Other0.38%——
25MMM3m CoStock-Industrials0.37%—+114.65%
26VTIVanguard Total Stock Mkt ETFETF-Other0.37%—-5.97%
27BRK-BBerkshire Hathaway Inc-cl BStock-Other0.32%——
28QQQInvesco Qqq Trust Series 1ETF-Tech0.29%—+171.48%
29KLACKla CORPStock-Tech0.27%——
30UNHUnitedhealth Group INCStock-Healthcare0.27%—-27.64%
31NOWServicenow INCStock-Tech0.27%—+16.84%
32RSGRepublic Services INCStock-Industrials0.26%——
33VIOOVanguard S&p Small-cap 600 EETF-Other0.25%——
34IWMIshares Russell 2000 ETFETF-Small Cap0.25%——
35ICEIntercontinental Exchange InStock-Financials0.23%——
36MSIMotorola Solutions INCStock-Tech0.20%——
37AFRMAffirm Holdings INCStock-Financials0.19%——
38COSTCostco Wholesale CORPStock-Consumer Staples0.16%——
39VVisa Inc-class A SharesStock-Financials0.15%—+40.82%
40HCAHca Healthcare INCStock-Healthcare0.15%——
41USFDUS Foods Holding CORPStock-Consumer Staples0.15%——
42CRWDCrowdstrike Holdings INC - AStock-Tech0.15%—+89.55%
43PGRProgressive CORPStock-Financials0.14%—+68.33%
44ETNEaton Corporation plcStock-Industrials0.14%——
45TTTrane Technologies plcStock-Industrials0.13%——
46TRGPTarga Resources CORPStock-Energy0.13%——
47NYTNew York Times Co-aStock-Comm Services0.13%——
48MUMicron Technology INCStock-Tech0.12%——
49CVXChevron CORPStock-Energy0.12%——
50AMATApplied Materials INCStock-Tech0.11%——
1–50 of 167

Holding changes this quarter

Position changes disclosed by Belmont Capital, LLC for the quarter ending 2025-06-30, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction

FAQ

What is Belmont Capital, LLC and what type of investor is it?
Belmont Capital, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2025-06-30), the firm manages a tracked equity portfolio valued at approximately $657.5M, spread across 167 disclosed positions.
What are Belmont Capital, LLC's largest equity positions?
Based on the latest 13F filing, Belmont Capital, LLC's top holdings by market value are: 1. Nvidia CORP (NVDA) — $128.3M (19.5%) 2. Meta Platforms Inc-class A (META) — $118.9M (18.1%) 3. Apple INC (AAPL) — $74.3M (11.3%) 4. Microsoft CORP (MSFT) — $52.0M (7.9%) 5. Cencora INC (COR) — $32.7M (5.0%)
What changes did Belmont Capital, LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Belmont Capital, LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Belmont Capital, LLC focus on?
Belmont Capital, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 55.0% • Communication Services: 25.2% • Consumer Discretionary: 11.3% • Financials: 6.3% • Health Care: 1.0% • Industrials: 0.5%