Belmont Capital, LLC Portfolio Holdings

Belmont Capital, LLC

  • $638 Million
  • Q2 2025

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.91B
$8.6 Million 1.35% of portfolio
109,883
Q4 2023 Reduced 1.12%
$3.68B
$4.17 Million 0.65% of portfolio
10,304
Q2 2025 New
$4.76B
$2.92 Million 0.46% of portfolio
235,081
Q2 2025 Reduced 36.39%
$9.6B
$841,000 0.13% of portfolio
15,033
Q4 2023 New
$4.73B
$639,000 0.1% of portfolio
3,337
Q4 2024 Reduced 4.16%
$8.35B
$420,000 0.07% of portfolio
15,116
Q3 2024 Reduced 4.09%
$8.78B
$379,000 0.06% of portfolio
3,998
Q1 2024 Reduced 30.32%
$9.02B
$276,000 0.04% of portfolio
1,737
Q1 2025 Added 5.02%
$8.91B
$266,000 0.04% of portfolio
4,472
Q1 2025 Added 9.34%
$8.16B
$219,000 0.03% of portfolio
4,000
Q1 2024 Reduced 26.06%
$8.3B
$158,000 0.02% of portfolio
1,169
Q3 2024 New
$6.97B
$123,000 0.02% of portfolio
5,845
Q1 2025 New
$2.75B
$81,000 0.01% of portfolio
787
Q1 2025 New
$4.47B
$74,000 0.01% of portfolio
1,349
Q1 2025 New
$2.99B
$0 0.0% of portfolio
2
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 167
  • Current Value $638 Million
  • Prior Value $539 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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