Belmont Capital, LLC Top Holdings and 13F Report (2025)

About Belmont Capital, LLC

Investment Activity

Belmont Capital, LLC has $556.88 million in total holdings as of March 31, 2025.
Belmont Capital, LLC owns shares of 170 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
Approximately 14.01% of the portfolio was purchased this quarter.
About 13.25% of the portfolio was sold this quarter.
This quarter, Belmont Capital, LLC has purchased 120 new stocks and bought additional shares in 33 stocks.
Belmont Capital, LLC sold shares of 15 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Apple: $102,037,126
Meta Platforms: $92,728,831
NVIDIA: $75,651,004
Microsoft: $38,412,484
Cencora: $30,339,619

Largest New Holdings this Quarter

464288760 - iShares U.S. Aerospace & Defense ETF: $2,021,686 Holding
921932828 - Vanguard S&P Small-Cap 600 ETF: $1,549,082 Holding
45866F104 - Intercontinental Exchange: $1,392,248 Holding
620076307 - Motorola Solutions: $1,354,584 Holding
40412C101 - HCA Healthcare: $905,341 Holding

Largest Purchases this Quarter

Apple: 149,593 shares (about $33.23M)
Cencora: 20,750 shares (about $5.77M)
Microsoft: 6,889 shares (about $2.59M)
Procter & Gamble: 12,339 shares (about $2.10M)
iShares U.S. Aerospace & Defense ETF: 13,205 shares (about $2.02M)

Largest Sales this Quarter

NVIDIA: 581,797 shares (about $63.06M)
Bank of America: 86,520 shares (about $3.61M)
PALANTIR TECHNOLOGIES INC: 22,390 shares (about $1.89M)
SoFi Technologies: 102,350 shares (about $1.19M)
AbbVie: 4,023 shares (about $842.90K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$102,037,126	$33,229,071 ▲	48.3%	459,358	18.3%	Computer and Technology
META Meta Platforms	$92,728,831	$801,717 ▲	0.9%	160,887	16.7%	Computer and Technology
NVDA NVIDIA	$75,651,004	$63,055,184 ▼	-45.5%	698,016	13.6%	Computer and Technology
MSFT Microsoft	$38,412,484	$2,586,058 ▲	7.2%	102,327	6.9%	Computer and Technology
COR Cencora	$30,339,619	$5,770,368 ▲	23.5%	109,100	5.4%	Medical
AMZN Amazon.com	$27,516,162	$802,897 ▲	3.0%	144,624	4.9%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$19,999,871		0.0%	35,753	3.6%	Finance
HD Home Depot	$14,437,639	$549,740 ▲	4.0%	39,394	2.6%	Retail/Wholesale
APO Apollo Global Management	$12,681,603	$485,452 ▲	4.0%	92,607	2.3%	Finance
PALANTIR TECHNOLOGIES INC	$11,879,300	$1,889,716 ▼	-13.7%	140,750	2.1%	CL A
EFA iShares MSCI EAFE ETF	$9,727,750		0.0%	119,023	1.7%	Finance
TSLA Tesla	$8,445,247	$1,218,052 ▲	16.9%	32,587	1.5%	Auto/Tires/Trucks
GOOGL Alphabet	$7,722,722	$748,458 ▲	10.7%	49,940	1.4%	Computer and Technology
BYD Boyd Gaming	$7,233,598		0.0%	109,883	1.3%	Consumer Discretionary
PG Procter & Gamble	$7,015,946	$2,102,790 ▲	42.8%	41,169	1.3%	Consumer Staples
NOV NOV	$5,625,175	$1,360,668 ▲	31.9%	369,591	1.0%	Energy
COHR Coherent	$4,545,800	$649,400 ▼	-12.5%	70,000	0.8%	Business Services
UNH UnitedHealth Group	$4,146,061		0.0%	7,916	0.7%	Medical
VOO Vanguard S&P 500 ETF	$3,828,116	$112,546 ▲	3.0%	7,449	0.7%	ETF
JPM JPMorgan Chase & Co.	$2,870,991	$3,925 ▼	-0.1%	11,704	0.5%	Finance
CAVA CAVA Group	$2,592,300		0.0%	30,000	0.5%	Retail/Wholesale
VTI Vanguard Total Stock Market ETF	$2,338,339		0.0%	8,508	0.4%	ETF
BRK.B Berkshire Hathaway	$2,335,363	$1,118,418 ▲	91.9%	4,385	0.4%	Finance
ITA iShares U.S. Aerospace & Defense ETF	$2,021,686	$2,021,686 ▲	New Holding	13,205	0.4%	ETF
GOOG Alphabet	$1,874,760	$877,856 ▲	88.1%	12,000	0.3%	Computer and Technology
AVGO Broadcom	$1,818,183	$126,581 ▼	-6.5%	10,859	0.3%	Computer and Technology
CRM Salesforce	$1,763,125	$421,325 ▲	31.4%	6,570	0.3%	Computer and Technology
RSG Republic Services	$1,695,120		0.0%	7,000	0.3%	Business Services
SOFI SoFi Technologies	$1,628,200	$1,190,331 ▼	-42.2%	140,000	0.3%	Finance
VIOO Vanguard S&P Small-Cap 600 ETF	$1,549,082	$1,549,082 ▲	New Holding	16,051	0.3%	ETF
IWM iShares Russell 2000 ETF	$1,496,175		0.0%	7,500	0.3%	Finance
ICE Intercontinental Exchange	$1,392,248	$1,392,248 ▲	New Holding	8,071	0.3%	Finance
KLAC KLA	$1,359,600		0.0%	2,000	0.2%	Computer and Technology
MSI Motorola Solutions	$1,354,584	$1,354,584 ▲	New Holding	3,094	0.2%	Computer and Technology
NOW ServiceNow	$1,182,268		0.0%	1,485	0.2%	Computer and Technology
MMM 3M	$1,102,037	$866,621 ▲	368.1%	7,504	0.2%	Multi-Sector Conglomerates
COST Costco Wholesale	$1,017,659	$828,503 ▲	438.0%	1,076	0.2%	Retail/Wholesale
TRGP Targa Resources	$1,002,350		0.0%	5,000	0.2%	Energy
CVX Chevron	$931,973		0.0%	5,571	0.2%	Energy
MRVL Marvell Technology	$923,550		0.0%	15,000	0.2%	Computer and Technology
HCA HCA Healthcare	$905,341	$905,341 ▲	New Holding	2,620	0.2%	Medical
ABNB Airbnb	$836,339	$358,260 ▼	-30.0%	7,001	0.2%	Consumer Discretionary
USFD US Foods	$828,069	$828,069 ▲	New Holding	12,650	0.1%	Consumer Staples
AFRM Affirm	$813,420		0.0%	18,000	0.1%	Business Services
UPS United Parcel Service	$769,930		0.0%	7,000	0.1%	Transportation
NYT New York Times	$745,637		0.0%	15,033	0.1%	Consumer Staples
V Visa	$710,032	$534,802 ▲	305.2%	2,026	0.1%	Business Services
ETN Eaton	$683,381	$683,381 ▲	New Holding	2,514	0.1%	Industrials
TT Trane Technologies	$677,883	$677,883 ▲	New Holding	2,012	0.1%	Construction
ADP Automatic Data Processing	$646,196		0.0%	2,115	0.1%	Business Services
XLI Industrial Select Sector SPDR Fund	$635,952		0.0%	4,852	0.1%	ETF
IWY iShares Russell Top 200 Growth ETF	$600,546		0.0%	2,847	0.1%	ETF
QQQ Invesco QQQ	$600,218		0.0%	1,280	0.1%	Finance
ISRG Intuitive Surgical	$594,324	$594,324 ▲	New Holding	1,200	0.1%	Medical
VGT Vanguard Information Technology ETF	$585,770	$585,770 ▲	New Holding	1,080	0.1%	ETF
AMAT Applied Materials	$580,480		0.0%	4,000	0.1%	Computer and Technology
PGR Progressive	$579,887	$579,887 ▲	New Holding	2,049	0.1%	Finance
SBUX Starbucks	$576,769		0.0%	5,880	0.1%	Retail/Wholesale
ABBV AbbVie	$569,475	$842,898 ▼	-59.7%	2,718	0.1%	Medical
T AT&T	$565,600	$565,600 ▲	New Holding	20,000	0.1%	Computer and Technology
MU Micron Technology	$564,785	$564,785 ▲	New Holding	6,500	0.1%	Computer and Technology
COP ConocoPhillips	$562,816	$3,571 ▲	0.6%	5,359	0.1%	Energy
CSCO Cisco Systems	$561,129	$561,129 ▲	New Holding	9,093	0.1%	Computer and Technology
NPO Enpro	$539,893		0.0%	3,337	0.1%	Business Services
AMT American Tower	$521,370	$446,298 ▲	594.5%	2,396	0.1%	Finance
PFE Pfizer	$492,635	$206,293 ▲	72.0%	19,441	0.1%	Medical
RTX RTX	$490,234	$490,234 ▲	New Holding	3,701	0.1%	Aerospace
ADBE Adobe	$483,248	$483,248 ▲	New Holding	1,260	0.1%	Computer and Technology
MDLZ Mondelez International	$479,835	$479,835 ▲	New Holding	7,072	0.1%	Consumer Staples
WFC Wells Fargo & Company	$476,518	$3,733 ▼	-0.8%	6,638	0.1%	Finance
XMHQ Invesco S&P MidCap Quality ETF	$474,858	$474,858 ▲	New Holding	5,188	0.1%	ETF
CMCSA Comcast	$461,162	$186,376 ▲	67.8%	12,498	0.1%	Consumer Discretionary
ABT Abbott Laboratories	$442,122	$230,811 ▲	109.2%	3,333	0.1%	Medical
ACN Accenture	$441,225	$441,225 ▲	New Holding	1,414	0.1%	Computer and Technology
UNP Union Pacific	$434,271	$276,440 ▲	175.1%	1,838	0.1%	Transportation
MNST Monster Beverage	$424,855	$424,855 ▲	New Holding	7,260	0.1%	Consumer Staples
ARCT Arcturus Therapeutics	$423,600		0.0%	40,000	0.1%	Medical
AWK American Water Works	$422,172		0.0%	2,862	0.1%	Utilities
CSX CSX	$420,584	$420,584 ▲	New Holding	14,291	0.1%	Transportation
GILD Gilead Sciences	$412,803	$641,839 ▼	-60.9%	3,684	0.1%	Medical
XLV Health Care Select Sector SPDR Fund	$411,456		0.0%	2,818	0.1%	ETF
BJ BJ's Wholesale Club	$410,760	$410,760 ▲	New Holding	3,600	0.1%	Consumer Discretionary
TYL Tyler Technologies	$406,973		0.0%	700	0.1%	Computer and Technology
BAC Bank of America	$397,019	$3,610,478 ▼	-90.1%	9,514	0.1%	Finance
MA Mastercard	$383,684		0.0%	700	0.1%	Business Services
ALSN Allison Transmission	$382,500		0.0%	3,998	0.1%	Auto/Tires/Trucks
MTG MGIC Investment	$374,575		0.0%	15,116	0.1%	Finance
ORCL Oracle	$374,132		0.0%	2,676	0.1%	Computer and Technology
ITW Illinois Tool Works	$366,807	$366,807 ▲	New Holding	1,479	0.1%	Industrials
CRWD CrowdStrike	$354,343	$1,763 ▲	0.5%	1,005	0.1%	Computer and Technology
HON Honeywell International	$352,776	$352,776 ▲	New Holding	1,666	0.1%	Multi-Sector Conglomerates
NVS Novartis	$340,906		0.0%	3,058	0.1%	Medical
MCD McDonald's	$338,921	$166,493 ▲	96.6%	1,085	0.1%	Retail/Wholesale
PEP PepsiCo	$328,818	$328,818 ▲	New Holding	2,193	0.1%	Consumer Staples
QCOM QUALCOMM	$317,973	$160,676 ▲	102.1%	2,070	0.1%	Computer and Technology
ACWI iShares MSCI ACWI ETF	$313,904		0.0%	2,697	0.1%	Manufacturing
IBM International Business Machines	$310,328		0.0%	1,248	0.1%	Computer and Technology
BALL Ball	$308,463	$308,463 ▲	New Holding	5,924	0.1%	Industrials
EBAY eBay	$304,108	$25,196 ▲	9.0%	4,490	0.1%	Retail/Wholesale
YUM Yum! Brands	$293,162	$293,162 ▲	New Holding	1,863	0.1%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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Belmont Capital, LLC Top Holdings and 13F Report (2025)

About Belmont Capital, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Belmont Capital, LLC Top Holdings and 13F Report (2025)

About Belmont Capital, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBelmont Capital, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools