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

About Belmont Capital, LLC

Investment Activity

Belmont Capital, LLC has $657.47 million in total holdings as of June 30, 2025.
Belmont Capital, LLC owns shares of 167 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
Approximately 6.27% of the portfolio was purchased this quarter.
About 5.21% of the portfolio was sold this quarter.
This quarter, Belmont Capital, LLC has purchased 170 new stocks and bought additional shares in 24 stocks.
Belmont Capital, LLC sold shares of 13 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

NVIDIA: $128,273,464
Meta Platforms: $118,900,394
Apple: $74,258,327
Microsoft: $52,013,307
Cencora: $32,713,635

Largest New Holdings this Quarter

594972408 - MicroStrategy: $4,165,186 Holding
64110L106 - Netflix: $267,826 Holding
366651107 - Gartner: $158,858 Holding

Largest Purchases this Quarter

NVIDIA: 113,893 shares (about $17.99M)
Apollo Global Management: 69,715 shares (about $9.89M)
MicroStrategy: 10,304 shares (about $4.17M)
3M: 8,603 shares (about $1.31M)
Invesco QQQ: 2,195 shares (about $1.21M)

Largest Sales this Quarter

Apple: 97,422 shares (about $19.99M)
Procter & Gamble: 40,036 shares (about $6.38M)
Coherent: 24,700 shares (about $2.20M)
NOV: 134,510 shares (about $1.67M)
Salesforce: 5,000 shares (about $1.36M)

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
NVDA NVIDIA	$128,273,464	$17,993,950 ▲	16.3%	811,909	19.5%	Computer and Technology
META Meta Platforms	$118,900,394	$151,308 ▲	0.1%	161,092	18.1%	Computer and Technology
AAPL Apple	$74,258,327	$19,988,050 ▼	-21.2%	361,936	11.3%	Computer and Technology
MSFT Microsoft	$52,013,307	$1,114,699 ▲	2.2%	104,568	7.9%	Computer and Technology
COR Cencora	$32,713,635		0.0%	109,100	5.0%	Medical
AMZN Amazon.com	$32,542,166	$813,061 ▲	2.6%	148,330	4.9%	Retail/Wholesale
APO Apollo Global Management	$23,028,622	$9,890,467 ▲	75.3%	162,322	3.5%	Finance
SPY SPDR S&P 500 ETF Trust	$22,734,409	$644,418 ▲	2.9%	36,796	3.5%	Finance
PALANTIR TECHNOLOGIES INC	$19,327,450	$140,410 ▲	0.7%	141,780	2.9%	CL A
HD Home Depot	$14,443,548		0.0%	39,394	2.2%	Retail/Wholesale
TSLA Tesla	$10,443,708	$92,121 ▲	0.9%	32,877	1.6%	Auto/Tires/Trucks
EFA iShares MSCI EAFE ETF	$10,281,906	$357,560 ▼	-3.4%	115,023	1.6%	Finance
GOOGL Alphabet	$9,323,226	$522,343 ▲	5.9%	52,904	1.4%	Computer and Technology
BYD Boyd Gaming	$8,596,147		0.0%	109,883	1.3%	Consumer Discretionary
VOO Vanguard S&P 500 ETF	$4,231,255		0.0%	7,449	0.6%	ETF
MSTR MicroStrategy	$4,165,186	$4,165,186 ▲	New Holding	10,304	0.6%	Computer and Technology
COHR Coherent	$4,041,213	$2,203,487 ▼	-35.3%	45,300	0.6%	Business Services
JPM JPMorgan Chase & Co.	$3,393,107		0.0%	11,704	0.5%	Finance
AVGO Broadcom	$2,993,383		0.0%	10,859	0.5%	Computer and Technology
NOV NOV	$2,922,057	$1,671,959 ▼	-36.4%	235,081	0.4%	Energy
SOFI SoFi Technologies	$2,549,400		0.0%	140,000	0.4%	Finance
CAVA CAVA Group	$2,526,900		0.0%	30,000	0.4%	Retail/Wholesale
GOOG Alphabet	$2,492,330	$363,650 ▲	17.1%	14,050	0.4%	Computer and Technology
ITA iShares U.S. Aerospace & Defense ETF	$2,490,991		0.0%	13,205	0.4%	ETF
MMM 3M	$2,452,130	$1,309,721 ▲	114.6%	16,107	0.4%	Multi-Sector Conglomerates
VTI Vanguard Total Stock Market ETF	$2,431,440	$154,396 ▼	-6.0%	8,000	0.4%	ETF
BRK.B Berkshire Hathaway	$2,130,101		0.0%	4,385	0.3%	Finance
QQQ Invesco QQQ	$1,916,949	$1,210,850 ▲	171.5%	3,475	0.3%	Finance
KLAC KLA	$1,791,480		0.0%	2,000	0.3%	Computer and Technology
UNH UnitedHealth Group	$1,786,997	$682,603 ▼	-27.6%	5,728	0.3%	Medical
NOW ServiceNow	$1,783,719	$257,020 ▲	16.8%	1,735	0.3%	Computer and Technology
RSG Republic Services	$1,726,270		0.0%	7,000	0.3%	Business Services
VIOO Vanguard S&P Small-Cap 600 ETF	$1,624,843		0.0%	16,051	0.2%	ETF
IWM iShares Russell 2000 ETF	$1,618,425		0.0%	7,500	0.2%	Finance
ICE Intercontinental Exchange	$1,480,786		0.0%	8,071	0.2%	Finance
MSI Motorola Solutions	$1,300,903		0.0%	3,094	0.2%	Computer and Technology
AFRM Affirm	$1,244,520		0.0%	18,000	0.2%	Computer and Technology
COST Costco Wholesale	$1,065,175		0.0%	1,076	0.2%	Retail/Wholesale
V Visa	$1,012,958	$293,626 ▲	40.8%	2,853	0.2%	Business Services
HCA HCA Healthcare	$1,003,722		0.0%	2,620	0.2%	Medical
USFD US Foods	$974,177		0.0%	12,650	0.1%	Consumer Staples
CRWD CrowdStrike	$970,236	$458,379 ▲	89.6%	1,905	0.1%	Computer and Technology
PGR Progressive	$920,400	$373,604 ▲	68.3%	3,449	0.1%	Finance
ETN Eaton	$897,473		0.0%	2,514	0.1%	Industrials
TT Trane Technologies	$880,069		0.0%	2,012	0.1%	Construction
TRGP Targa Resources	$870,400		0.0%	5,000	0.1%	Energy
NYT New York Times	$841,547		0.0%	15,033	0.1%	Consumer Staples
MU Micron Technology	$801,125		0.0%	6,500	0.1%	Computer and Technology
CVX Chevron	$797,711		0.0%	5,571	0.1%	Energy
AMAT Applied Materials	$732,280		0.0%	4,000	0.1%	Computer and Technology
ABNB Airbnb	$727,870	$198,642 ▼	-21.4%	5,500	0.1%	Consumer Discretionary
VGT Vanguard Information Technology ETF	$716,342		0.0%	1,080	0.1%	ETF
XLI Industrial Select Sector SPDR Fund	$715,767		0.0%	4,852	0.1%	ETF
UPS United Parcel Service	$706,580		0.0%	7,000	0.1%	Transportation
IWY iShares Russell Top 200 Growth ETF	$701,814		0.0%	2,847	0.1%	ETF
MA Mastercard	$677,138	$283,780 ▲	72.1%	1,205	0.1%	Business Services
ADP Automatic Data Processing	$652,266		0.0%	2,115	0.1%	Computer and Technology
ISRG Intuitive Surgical	$652,092		0.0%	1,200	0.1%	Medical
BAC Bank of America	$639,482	$189,280 ▲	42.0%	13,514	0.1%	Finance
NPO Enpro	$639,202		0.0%	3,337	0.1%	Business Services
CSCO Cisco Systems	$630,872		0.0%	9,093	0.1%	Computer and Technology
ACN Accenture	$601,964	$179,334 ▲	42.4%	2,014	0.1%	Computer and Technology
ORCL Oracle	$585,054		0.0%	2,676	0.1%	Computer and Technology
T AT&T	$578,800		0.0%	20,000	0.1%	Computer and Technology
ABT Abbott Laboratories	$548,664	$95,343 ▲	21.0%	4,034	0.1%	Medical
RTX RTX	$540,420		0.0%	3,701	0.1%	Aerospace
SBUX Starbucks	$538,784		0.0%	5,880	0.1%	Retail/Wholesale
WFC Wells Fargo & Company	$531,809		0.0%	6,638	0.1%	Finance
AMT American Tower	$529,564		0.0%	2,396	0.1%	Finance
ARCT Arcturus Therapeutics	$520,400		0.0%	40,000	0.1%	Medical
XMHQ Invesco S&P MidCap Quality ETF	$509,669		0.0%	5,188	0.1%	ETF
ABBV AbbVie	$504,515		0.0%	2,718	0.1%	Medical
ADBE Adobe	$487,469		0.0%	1,260	0.1%	Computer and Technology
MDLZ Mondelez International	$476,936		0.0%	7,072	0.1%	Consumer Staples
PFE Pfizer	$471,250		0.0%	19,441	0.1%	Medical
CSX CSX	$466,315		0.0%	14,291	0.1%	Transportation
MNST Monster Beverage	$454,766		0.0%	7,260	0.1%	Consumer Staples
CMCSA Comcast	$446,040		0.0%	12,498	0.1%	Consumer Discretionary
CRM Salesforce	$428,123	$1,363,449 ▼	-76.1%	1,570	0.1%	Computer and Technology
UNP Union Pacific	$422,947		0.0%	1,838	0.1%	Transportation
MTG MGIC Investment	$420,830		0.0%	15,116	0.1%	Finance
TYL Tyler Technologies	$414,988		0.0%	700	0.1%	Computer and Technology
VST Vistra	$410,877		0.0%	2,120	0.1%	Utilities
GILD Gilead Sciences	$408,456		0.0%	3,684	0.1%	Medical
BJ BJ's Wholesale Club	$388,188		0.0%	3,600	0.1%	Consumer Staples
COP ConocoPhillips	$388,002	$92,873 ▼	-19.3%	4,324	0.1%	Energy
HON Honeywell International	$387,978		0.0%	1,666	0.1%	Multi-Sector Conglomerates
XLV Health Care Select Sector SPDR Fund	$379,838		0.0%	2,818	0.1%	ETF
ALSN Allison Transmission	$379,781		0.0%	3,998	0.1%	Auto/Tires/Trucks
NVS Novartis	$370,049		0.0%	3,058	0.1%	Medical
IBM International Business Machines	$367,885		0.0%	1,248	0.1%	Computer and Technology
ITW Illinois Tool Works	$365,683		0.0%	1,479	0.1%	Industrials
COIN Coinbase Global	$350,490		0.0%	1,000	0.1%	Finance
JEF Jefferies Financial Group	$350,294	$139,024 ▲	65.8%	6,405	0.1%	Finance
ACWI iShares MSCI ACWI ETF	$346,834		0.0%	2,697	0.1%	Manufacturing
ROK Rockwell Automation	$346,121		0.0%	1,042	0.1%	Computer and Technology
AWK American Water Works	$344,547	$53,553 ▼	-13.5%	2,477	0.1%	Utilities
EBAY eBay	$334,325		0.0%	4,490	0.1%	Retail/Wholesale
BALL Ball	$332,277		0.0%	5,924	0.1%	Industrials
QCOM QUALCOMM	$329,668		0.0%	2,070	0.1%	Computer and Technology

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

MarketBeat Products

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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