Belmont Capital, LLC Portfolio Holdings

Belmont Capital, LLC

  • $601 Million
  • Q4 2024

Belmont Capital, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $601 Million distributed in 120 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $172M, Meta Platforms, Inc. with a value of $94.1M, Apple Inc. with a value of $77.6M, Microsoft Corp with a value of $40.2M, and Amazon Com Inc with a value of $30.8M.

Examining the 13F form we can see an increase of $17.3M in the current position value, from $584M to 601M.

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

Portfolio value $601 Million
Technology: $316 Million
Communication Services: $105 Million
Consumer Cyclical: $67.7 Million
ETFs: $42.4 Million
Financial Services: $28.4 Million
Healthcare: $24.3 Million
Energy: $6.93 Million
Consumer Defensive: $5.3 Million
Other: $5.32 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$335B
$172 Million 28.6% of portfolio
1,279,813
Q4 2024 Added 21.19%
$1.56T
$94.1 Million 15.66% of portfolio
159,496
Q4 2024 Reduced 8.74%
$3.95T
$77.6 Million 12.91% of portfolio
309,765
Q4 2024 Reduced 15.29%
$3.04T
$40.2 Million 6.69% of portfolio
95,438
Q4 2024 Reduced 13.5%
$2.21T
$30.8 Million 5.13% of portfolio
140,404
Q4 2024 Reduced 8.67%
$394B
$14.7 Million 2.45% of portfolio
37,894
Q4 2024 Added 0.62%
$1.07T
$11.3 Million 1.87% of portfolio
27,887
Q4 2024 Reduced 4.06%
$1.1T
$8.54 Million 1.42% of portfolio
45,100
Q4 2024 Reduced 5.81%
$403B
$4.83 Million 0.8% of portfolio
28,830
Q3 2024 Added 42.86%
$360B
$4.22 Million 0.7% of portfolio
96,034
Q4 2024 Reduced 0.41%
$436B
$4 Million 0.67% of portfolio
7,916
Q3 2024 Reduced 10.01%
$775B
$2.81 Million 0.47% of portfolio
11,720
Q4 2024 Reduced 0.15%
$310B
$1.67 Million 0.28% of portfolio
5,000
Q4 2024 Reduced 23.9%
$357B
$1.2 Million 0.2% of portfolio
6,741
Q3 2024 Added 7.68%
$1.11T
$1.22 Million 0.2% of portfolio
6,381
Q4 2024 Reduced 57.97%
$627B
$1.04 Million 0.17% of portfolio
2,285
Q4 2024 Reduced 47.89%
$294B
$469,000 0.08% of portfolio
6,690
Q4 2024 Reduced 1.47%
$452B
$445,000 0.07% of portfolio
2,676
Q4 2024 New
$532B
$368,000 0.06% of portfolio
700
Q3 2024 Reduced 12.83%
$235B
$297,000 0.05% of portfolio
3,058
Q3 2023 Added 1,020.15%
$234B
$274,000 0.05% of portfolio
1,248
Q4 2024 Reduced 13.81%
$458B
$183,000 0.03% of portfolio
200
Q4 2024 Reduced 81.41%
$570B
$158,000 0.03% of portfolio
500
Q4 2024 Reduced 75.32%
$424B
$172,000 0.03% of portfolio
1,190
Q4 2024 Reduced 39.93%
$224B
$160,000 0.03% of portfolio
552
Q4 2024 Reduced 66.28%
$236B
$180,000 0.03% of portfolio
1,593
Q4 2024 Reduced 52.21%
$309B
$125,000 0.02% of portfolio
2,014
Q4 2024 Reduced 1.56%
$381B
$8,000 0.0% of portfolio
100
Q4 2019 New

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $601 Million
  • Prior Value $584 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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