Belmont Capital, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $638 Million distributed in 167 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $128M, Meta Platforms, Inc. with a value of $119M, Apple Inc. with a value of $74.3M, Microsoft Corp with a value of $52M, and Amazon Com Inc with a value of $32.5M.
Examining the 13F form we can see an increase of $98.8M in the current position value, from $539M to 638M.
Below you can find more details about Belmont Capital, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$638 Million
Technology: $295 Million
Communication Services: $133 Million
Consumer Cyclical: $69.7 Million
ETFs: $52 Million
Financial Services: $37.9 Million
Healthcare: $27.5 Million
Industrials: $11.3 Million
Energy: $5.86 Million
Other: $6.23 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
