Belmont Capital, LLC Portfolio Holdings

Belmont Capital, LLC

  • $539 Million
  • Q1 2025

Belmont Capital, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $539 Million distributed in 170 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $102M, Meta Platforms, Inc. with a value of $92.7M, Nvidia Corp with a value of $75.7M, Microsoft Corp with a value of $38.4M, and Amazon Com Inc with a value of $27.5M.

Examining the 13F form we can see an decrease of $61.6M in the current position value, from $601M to 539M.

Below you can find more details about Belmont Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $539 Million
Technology: $242 Million
Communication Services: $104 Million
Consumer Cyclical: $61.5 Million
ETFs: $46 Million
Healthcare: $29.7 Million
Financial Services: $24.7 Million
Consumer Defensive: $11.1 Million
Industrials: $9.2 Million
Other: $10.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$103B
$521,000 0.1% of portfolio
2,396
Q1 2025 Added 594.49%
$4.2B
$539,000 0.1% of portfolio
3,337
Q4 2024 Reduced 4.16%
$215B
$490,000 0.09% of portfolio
3,701
Q1 2025 New
$174B
$483,000 0.09% of portfolio
1,260
Q1 2025 New
$143B
$492,000 0.09% of portfolio
19,441
Q1 2025 Added 72.04%
$157B
$461,000 0.09% of portfolio
12,498
Q1 2025 Added 67.83%
$91.6B
$479,000 0.09% of portfolio
7,072
Q1 2025 New
$310B
$476,000 0.09% of portfolio
6,638
Q1 2025 Reduced 0.78%
$25.8B
$422,000 0.08% of portfolio
2,862
Q4 2024 Reduced 0.76%
$24.1B
$406,000 0.08% of portfolio
700
Q1 2024 New
$145B
$434,000 0.08% of portfolio
1,838
Q1 2025 Added 175.15%
$70.1B
$420,000 0.08% of portfolio
14,291
Q1 2025 New
$233B
$442,000 0.08% of portfolio
3,333
Q1 2025 Added 109.23%
$355M
$423,000 0.08% of portfolio
40,000
Q1 2024 New
$187B
$441,000 0.08% of portfolio
1,414
Q1 2025 New
$14.5B
$410,000 0.08% of portfolio
3,600
Q1 2025 New
$31.4B
$424,000 0.08% of portfolio
7,260
Q1 2025 New
$8.07B
$374,000 0.07% of portfolio
15,116
Q3 2024 Reduced 4.09%
$376B
$397,000 0.07% of portfolio
9,514
Q1 2025 Reduced 90.09%
$636B
$374,000 0.07% of portfolio
2,676
Q4 2024 New
$539B
$383,000 0.07% of portfolio
700
Q3 2024 Reduced 12.83%
$9.13B
$382,000 0.07% of portfolio
3,998
Q1 2024 Reduced 30.32%
$79.8B
$366,000 0.07% of portfolio
1,479
Q1 2025 New
$110B
$354,000 0.07% of portfolio
1,005
Q1 2025 Added 0.5%
$160B
$352,000 0.07% of portfolio
1,666
Q1 2025 New
$216B
$338,000 0.06% of portfolio
1,085
Q1 2025 Added 96.56%
$264B
$340,000 0.06% of portfolio
3,058
Q3 2023 Added 1,020.15%
$260B
$310,000 0.06% of portfolio
1,248
Q4 2024 Reduced 13.81%
$18.5B
$308,000 0.06% of portfolio
5,924
Q1 2025 New
$185B
$328,000 0.06% of portfolio
2,193
Q1 2025 New
$41.9B
$304,000 0.06% of portfolio
4,490
Q1 2025 Added 9.03%
$179B
$317,000 0.06% of portfolio
2,070
Q1 2025 Added 102.15%
$82B
$248,000 0.05% of portfolio
2,120
Q1 2025 Reduced 36.51%
$165B
$248,000 0.05% of portfolio
500
Q1 2025 New
$8.55B
$249,000 0.05% of portfolio
1,737
Q1 2025 Added 5.02%
$42.9B
$293,000 0.05% of portfolio
1,863
Q1 2025 New
$86.5B
$261,000 0.05% of portfolio
4,000
Q1 2025 New
$8.22B
$264,000 0.05% of portfolio
4,472
Q1 2025 Added 9.34%
$96.2B
$264,000 0.05% of portfolio
11,656
Q4 2024 Added 871.33%
$159B
$281,000 0.05% of portfolio
902
Q1 2025 Added 48.84%
$39.3B
$269,000 0.05% of portfolio
1,042
Q1 2025 New
$103B
$288,000 0.05% of portfolio
4,800
Q1 2025 New
$53.5B
$249,000 0.05% of portfolio
6,440
Q1 2025 Reduced 2.31%
$409B
$197,000 0.04% of portfolio
1,190
Q4 2024 Reduced 39.93%
$71.4B
$233,000 0.04% of portfolio
1,818
Q1 2025 Added 50.5%
$12.5B
$206,000 0.04% of portfolio
3,863
Q4 2024 Reduced 3.91%
$212B
$237,000 0.04% of portfolio
720
Q1 2025 Added 928.57%
$8.82B
$219,000 0.04% of portfolio
4,000
Q1 2024 Reduced 26.06%
$474B
$202,000 0.04% of portfolio
1,700
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 170
  • Current Value $539 Million
  • Prior Value $601 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 54 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
Track This Portfolio

Track Belmont Capital, LLC Portfolio

Follow Belmont Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Belmont Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Belmont Capital, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email