Belmont Capital, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $531 Million distributed in 199 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $93.3M, Nvidia Corp with a value of $89.9M, Meta Platforms, Inc. with a value of $87.3M, Microsoft Corp with a value of $42M, and Amazon Com Inc with a value of $28.5M.
Examining the 13F form we can see an increase of $167M in the current position value, from $364M to 531M.
Below you can find more details about Belmont Capital, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$531 Million
Technology: $238 Million
Communication Services: $102 Million
Consumer Cyclical: $58.9 Million
ETFs: $42 Million
Financial Services: $28.3 Million
Healthcare: $24.5 Million
Consumer Defensive: $14.3 Million
Industrials: $10.7 Million
Other: $12.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions