Belmont Capital, LLC Top Holdings and 13F Report (2025)

About Belmont Capital, LLC

Investment Activity

Belmont Capital, LLC has $614.72 million in total holdings as of December 31, 2024.
Belmont Capital, LLC owns shares of 120 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
Approximately 6.97% of the portfolio was purchased this quarter.
About 11.58% of the portfolio was sold this quarter.
This quarter, Belmont Capital, LLC has purchased 168 new stocks and bought additional shares in 12 stocks.
Belmont Capital, LLC sold shares of 38 stocks and completely divested from 53 stocks this quarter.

Largest Holdings

NVIDIA: $171,866,125
Meta Platforms: $93,386,503
Apple: $77,571,466
Microsoft: $40,227,190
Amazon.com: $30,803,234

Largest New Holdings this Quarter

KLA: $1,260,240 Holding
Applied Materials: $650,520 Holding
Invesco S&P 500 Equal Weight ETF: $457,876 Holding
Oracle: $445,929 Holding
LAM RESEARCH CORP: $19,069 Holding

Largest Purchases this Quarter

NVIDIA: 223,810 shares (about $30.06M)
PALANTIR TECHNOLOGIES INC: 102,939 shares (about $7.79M)
KLA: 2,000 shares (about $1.26M)
Vanguard S&P 500 ETF: 2,241 shares (about $1.21M)
Applied Materials: 4,000 shares (about $650.52K)

Largest Sales this Quarter

Apple: 55,906 shares (about $14.00M)
Meta Platforms: 15,272 shares (about $8.94M)
Microsoft: 14,893 shares (about $6.28M)
Coherent: 40,000 shares (about $3.79M)
Amazon.com: 13,322 shares (about $2.92M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$171,866,125	$30,055,451 ▲	21.2%	1,279,813	28.0%	Computer and Technology
META Meta Platforms	$93,386,503	$8,941,909 ▼	-8.7%	159,496	15.2%	Computer and Technology
AAPL Apple	$77,571,466	$14,000,001 ▼	-15.3%	309,765	12.6%	Computer and Technology
MSFT Microsoft	$40,227,190	$6,277,411 ▼	-13.5%	95,438	6.5%	Computer and Technology
AMZN Amazon.com	$30,803,234	$2,922,714 ▼	-8.7%	140,404	5.0%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$20,954,118	$184,029 ▼	-0.9%	35,753	3.4%	Finance
COR Cencora	$19,850,478		0.0%	88,350	3.2%	Medical
HD Home Depot	$14,740,527	$91,414 ▲	0.6%	37,894	2.4%	Retail/Wholesale
APO Apollo Global Management	$14,709,480	$85,388 ▲	0.6%	89,062	2.4%	Finance
PALANTIR TECHNOLOGIES INC	$12,338,278	$7,785,276 ▲	171.0%	163,140	2.0%	CL A
TSLA Tesla	$11,261,886	$476,935 ▼	-4.1%	27,887	1.8%	Auto/Tires/Trucks
EFA iShares MSCI EAFE ETF	$8,999,329		0.0%	119,023	1.5%	Finance
GOOGL Alphabet	$8,537,430	$526,254 ▼	-5.8%	45,100	1.4%	Computer and Technology
BYD Boyd Gaming	$7,970,913		0.0%	109,883	1.3%	Consumer Discretionary
COHR Coherent	$7,578,400	$3,789,200 ▼	-33.3%	80,000	1.2%	Business Services
PG Procter & Gamble	$4,833,276		0.0%	28,830	0.8%	Consumer Staples
BAC Bank of America	$4,220,694	$17,580 ▼	-0.4%	96,034	0.7%	Finance
NOV NOV	$4,090,789	$736,103 ▼	-15.3%	280,191	0.7%	Oils/Energy
UNH UnitedHealth Group	$4,004,441		0.0%	7,916	0.7%	Medical
VOO Vanguard S&P 500 ETF	$3,895,596	$1,207,473 ▲	44.9%	7,230	0.6%	ETF
SOFI SoFi Technologies	$3,732,190		0.0%	242,350	0.6%	Finance
CAVA CAVA Group	$3,384,000	$3,384 ▼	-0.1%	30,000	0.6%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$2,809,401	$4,315 ▼	-0.2%	11,720	0.5%	Finance
AVGO Broadcom	$2,692,905		0.0%	11,615	0.4%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$2,465,703		0.0%	8,508	0.4%	ETF
CRM Salesforce	$1,671,650	$524,898 ▼	-23.9%	5,000	0.3%	Computer and Technology
IWM iShares Russell 2000 ETF	$1,657,200		0.0%	7,500	0.3%	Finance
MRVL Marvell Technology	$1,656,750		0.0%	15,000	0.3%	Computer and Technology
NOW ServiceNow	$1,574,278		0.0%	1,485	0.3%	Computer and Technology
RSG Republic Services	$1,408,260		0.0%	7,000	0.2%	Business Services
ABNB Airbnb	$1,314,100		0.0%	10,000	0.2%	Consumer Discretionary
KLAC KLA	$1,260,240	$1,260,240 ▲	New Holding	2,000	0.2%	Computer and Technology
GOOG Alphabet	$1,215,198	$1,675,872 ▼	-58.0%	6,381	0.2%	Computer and Technology
ABBV AbbVie	$1,197,876		0.0%	6,741	0.2%	Medical
AFRM Affirm	$1,096,200		0.0%	18,000	0.2%	Business Services
BRK.B Berkshire Hathaway	$1,035,745	$951,888 ▼	-47.9%	2,285	0.2%	Finance
TRGP Targa Resources	$892,500		0.0%	5,000	0.1%	Oils/Energy
UPS United Parcel Service	$882,700		0.0%	7,000	0.1%	Transportation
GILD Gilead Sciences	$869,395	$277,113 ▼	-24.2%	9,412	0.1%	Medical
CVX Chevron	$806,904	$1,159,590 ▼	-59.0%	5,571	0.1%	Oils/Energy
NYT New York Times	$782,468		0.0%	15,033	0.1%	Consumer Staples
ARCT Arcturus Therapeutics	$678,800		0.0%	40,000	0.1%	Medical
IWY iShares Russell Top 200 Growth ETF	$669,814		0.0%	2,847	0.1%	ETF
QQQ Invesco QQQ	$654,374		0.0%	1,280	0.1%	Finance
AMAT Applied Materials	$650,520	$650,520 ▲	New Holding	4,000	0.1%	Computer and Technology
XLI Industrial Select Sector SPDR Fund	$639,300	$34,785 ▲	5.8%	4,852	0.1%	ETF
ADP Automatic Data Processing	$619,124		0.0%	2,115	0.1%	Business Services
NPO Enpro	$575,466	$25,005 ▼	-4.2%	3,337	0.1%	Business Services
SBUX Starbucks	$536,550		0.0%	5,880	0.1%	Retail/Wholesale
COP ConocoPhillips	$528,081	$425,341 ▲	414.0%	5,325	0.1%	Oils/Energy
WFC Wells Fargo & Company	$469,882	$7,024 ▼	-1.5%	6,690	0.1%	Finance
DELL Dell Technologies	$460,960	$403,340 ▼	-46.7%	4,000	0.1%	Computer and Technology
VST Vistra	$460,348	$29,780 ▼	-6.1%	3,339	0.1%	Utilities
RSP Invesco S&P 500 Equal Weight ETF	$457,876	$457,876 ▲	New Holding	2,613	0.1%	ETF
ORCL Oracle	$445,929	$445,929 ▲	New Holding	2,676	0.1%	Computer and Technology
ALSN Allison Transmission	$432,036		0.0%	3,998	0.1%	Auto/Tires/Trucks
TYL Tyler Technologies	$403,648		0.0%	700	0.1%	Computer and Technology
XLV Health Care Select Sector SPDR Fund	$387,672		0.0%	2,818	0.1%	ETF
MA Mastercard	$368,599		0.0%	700	0.1%	Business Services
MTG MGIC Investment	$358,401		0.0%	15,116	0.1%	Finance
AWK American Water Works	$356,265	$2,739 ▼	-0.8%	2,862	0.1%	Utilities
CRWD CrowdStrike	$342,160		0.0%	1,000	0.1%	Computer and Technology
ACWI iShares MSCI ACWI ETF	$316,898		0.0%	2,697	0.1%	Manufacturing
FIVN Five9	$310,490		0.0%	7,640	0.1%	Computer and Technology
JEF Jefferies Financial Group	$302,865	$12,309 ▼	-3.9%	3,863	0.0%	Finance
PFE Pfizer	$299,789	$51,919 ▲	20.9%	11,300	0.0%	Medical
NVS Novartis	$297,574		0.0%	3,058	0.0%	Medical
IVV iShares Core S&P 500 ETF	$294,340		0.0%	500	0.0%	ETF
CMCSA Comcast	$279,471	$189,554 ▼	-40.4%	7,447	0.0%	Consumer Discretionary
IBM International Business Machines	$274,348	$43,966 ▼	-13.8%	1,248	0.0%	Computer and Technology
COIN Coinbase Global	$266,178		0.0%	1,072	0.0%	Finance
R Ryder System	$259,401		0.0%	1,654	0.0%	Transportation
EBAY eBay	$255,110		0.0%	4,118	0.0%	Retail/Wholesale
CMA Comerica	$252,967	$6,309 ▼	-2.4%	4,090	0.0%	Finance
SU Suncor Energy	$235,185		0.0%	6,592	0.0%	Oils/Energy
CNQ Canadian Natural Resources	$234,379		0.0%	7,592	0.0%	Oils/Energy
INTC Intel	$233,703	$209,643 ▲	871.3%	11,656	0.0%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$232,520		0.0%	1,000	0.0%	ETF
HRB H&R Block	$211,369		0.0%	4,000	0.0%	Consumer Discretionary
MMM 3M	$206,931	$766,923 ▼	-78.8%	1,603	0.0%	Multi-Sector Conglomerates
COST Costco Wholesale	$183,254	$802,653 ▼	-81.4%	200	0.0%	Retail/Wholesale
ABT Abbott Laboratories	$180,184	$196,811 ▼	-52.2%	1,593	0.0%	Medical
JNJ Johnson & Johnson	$172,079	$114,382 ▼	-39.9%	1,190	0.0%	Medical
LMT Lockheed Martin	$167,353		0.0%	344	0.0%	Aerospace
INGR Ingredion	$160,808		0.0%	1,169	0.0%	Consumer Staples
MCD McDonald's	$160,073	$314,636 ▼	-66.3%	552	0.0%	Retail/Wholesale
V Visa	$158,020	$482,277 ▼	-75.3%	500	0.0%	Business Services
AMGN Amgen	$157,857	$138,841 ▼	-46.8%	606	0.0%	Medical
QCOM QUALCOMM	$157,307		0.0%	1,024	0.0%	Computer and Technology
UNP Union Pacific	$152,390	$258,926 ▼	-63.0%	668	0.0%	Transportation
CF CF Industries	$148,457		0.0%	1,740	0.0%	Basic Materials
EOG EOG Resources	$148,077		0.0%	1,208	0.0%	Oils/Energy
VT Vanguard Total World Stock ETF	$141,563		0.0%	1,205	0.0%	ETF
KO Coca-Cola	$125,420	$1,993 ▼	-1.6%	2,014	0.0%	Consumer Staples
ELV Elevance Health	$110,670		0.0%	300	0.0%	Medical
BND Vanguard Total Bond Market ETF	$108,009	$22,652 ▼	-17.3%	1,502	0.0%	ETF
NOBL ProShares S&P 500 Aristocrats ETF	$107,116	$23,394 ▲	27.9%	1,076	0.0%	ETF
IWF iShares Russell 1000 Growth ETF	$106,820		0.0%	266	0.0%	ETF
SHOP Shopify	$106,330		0.0%	1,000	0.0%	Computer and Technology
AMT American Tower	$63,276	$376,171 ▼	-85.6%	345	0.0%	Finance

Showing largest 100 holdings. View all holdings.

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Belmont Capital, LLC Top Holdings and 13F Report (2025)

About Belmont Capital, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Belmont Capital, LLC Top Holdings and 13F Report (2025)

About Belmont Capital, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBelmont Capital, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools