Belmont Capital, LLC
Filing Date
Global Rank
#2,766
/ 8,120
▲ 102
· as of Jun 2025
Top Industry
Semiconductors
22.0%
3Y Alpha vs SPY
+22.5%
Period ended 1 year ago
Filed Aug 12, 2025 · 1y
22 quarters · since Mar 2020
Clone Performance
Sep 2023–Jan 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+134.5%
SPY
+56.0%
Annualised alpha
+22.9%
Max drawdown
−25.7%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 9 quarters.Belmont Capital, LLC has stopped filing, so the simulation ends in Jan 2026 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.
Portfolio Concentration
150 tracked positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025Top Position
19.5%
+1.2 pts
Top 5
61.9%
+0.9 pts
Top 10
79.1%
+2.1 pts
HHI
1,005
Diversified+53
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 45.4% | $297,753,787 |
| Communication Services | 20.3% | $132,958,395 |
| Consumer Cyclical | 11.0% | $72,230,695 |
| Unclassified | 7.8% | $51,127,948 |
| Healthcare | 6.1% | $40,028,474 |
| Financial Services | 6.0% | $39,404,296 |
| Industrials | 1.6% | $10,673,844 |
| Energy | 0.9% | $5,858,478 |
| Consumer Defensive | 0.7% | $4,411,765 |
| Real Estate | 0.1% | $757,241 |
| Utilities | 0.1% | $755,452 |
| Basic Materials | 0.0% | $316,504 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
23 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +113,893 | 811,909 | $128,273,502 | |
| APO | Apollo Global Management, Inc. | +69,715 | 162,322 | $23,028,622 | |
| MMM | 3M Co | +8,603 | 16,107 | $2,452,129 | |
| GOOGL | Alphabet Inc. | +5,014 | 66,954 | $11,815,600 | |
| BAC | Bank Of America Corp /De/ | +4,000 | 13,514 | $639,482 | |
| AMZN | Amazon Com Inc | +3,706 | 148,330 | $32,542,118 | |
| JEF | Jefferies Financial Group Inc. | +2,542 | 6,405 | $350,289 | |
| MSFT | Microsoft Corp | +2,241 | 104,568 | $52,013,168 | |
| QQQ | Invesco Qqq Trust, Series 1 | +2,195 | 3,475 | $1,916,949 | |
| PGR | Progressive Corp/Oh/ | +1,400 | 3,449 | $920,400 | |
| VICI | Vici Properties Inc. | +1,348 | 6,984 | $227,678 | |
| SPY | Spdr S&P 500 ETF Trust | +1,043 | 36,796 | $22,734,408 | |
| PLTR | Palantir Technologies Inc. | +1,030 | 141,780 | $19,327,449 | |
| CF | CF Industries Holdings, Inc. | +926 | 2,624 | $241,408 | |
| CRWD | CrowdStrike Holdings, Inc. | +900 | 1,905 | $970,235 | |
| V | Visa Inc. | +827 | 2,853 | $1,012,957 | |
| ABT | Abbott Laboratories | +701 | 4,034 | $548,664 | |
| ACN | Accenture plc | +600 | 2,014 | $601,964 | |
| MA | Mastercard Inc | +505 | 1,205 | $677,137 | |
| TSLA | Tesla, Inc. | +290 | 32,877 | $10,443,707 | |
| NOW | ServiceNow, Inc. | +250 | 1,735 | $1,783,718 | |
| META | Meta Platforms, Inc. | +205 | 161,092 | $118,900,394 | |
| BIV | Vanguard Intermediate-Term Bond ETF | +137 | 1,639 | $120,679 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NOV | NOV Inc. | −134,510 | 235,081 | $2,922,056 | |
| AAPL | Apple Inc. | −97,422 | 361,936 | $74,258,409 | |
| PG | PROCTER & GAMBLE Co | −40,036 | 1,133 | $180,509 | |
| COHR | Coherent Corp. | −24,700 | 45,300 | $4,041,213 | |
| CRM | Salesforce, Inc. | −5,000 | 1,570 | $428,123 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | −4,000 | 139,241 | $15,078,677 | |
| UNH | Unitedhealth Group Inc | −2,188 | 5,728 | $1,786,964 | |
| ABNB | Airbnb, Inc. | −1,501 | 5,500 | $727,870 | |
| COP | Conocophillips | −1,035 | 4,324 | $388,035 | |
| VB | Vanguard Morningstar Small-Cap ETF | −508 | 15,449 | $6,662,695 | |
| AWK | American Water Works Company, Inc. | −385 | 2,477 | $344,575 | |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | −268 | 73 | $6,696 | |
| MDT | Medtronic plc | −194 | 1,664 | $145,050 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
5 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MRVL | Marvell Technology, Inc. | 15,000 | $923,550 | |
| AFK | VanEck Africa Index ETF | 1,369 | $62,932 | |
| SLV | iShares Silver Trust | 1,501 | $46,515 | |
| AAPD | Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF | 3,243 | $37,586 | |
| AIEQ | Amplify AI Powered Equity ETF | 1,184 | $14,350 | |
| No positions match the current search. | ||||
150 tracked positions ·
$656,276,879 total
· filing declares
167 positions · $657,473,332
· as of Jun 30, 2025
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 150 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 811,909 | $128,273,502 | 19.55% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 161,092 | $118,900,394 | 18.12% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 361,936 | $74,258,409 | 11.32% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 104,568 | $52,013,168 | 7.93% | |
| COR |
Cencora, Inc.
Healthcare
|
Held | 109,100 | $32,713,635 | 4.98% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 148,330 | $32,542,118 | 4.96% | |
| APO |
Apollo Global Management, Inc.
Financial Services
|
Added | 162,322 | $23,028,622 | 3.51% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 36,796 | $22,734,408 | 3.46% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 141,780 | $19,327,449 | 2.95% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Reduced | 139,241 | $15,078,677 | 2.30% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 39,394 | $14,443,416 | 2.20% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 66,954 | $11,815,600 | 1.80% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 32,877 | $10,443,707 | 1.59% | |
| BYD |
Boyd Gaming Corp
Consumer Cyclical
|
Held | 109,883 | $8,596,147 | 1.31% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Reduced | 15,449 | $6,662,695 | 1.02% | |
| MSTR |
Strategy Inc
Technology
|
NEW | 10,304 | $4,165,185 | 0.63% | |
| COHR |
Coherent Corp.
Technology
|
Reduced | 45,300 | $4,041,213 | 0.62% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 11,704 | $3,393,106 | 0.52% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 10,859 | $2,993,283 | 0.46% | |
| NOV |
NOV Inc.
Energy
|
Reduced | 235,081 | $2,922,056 | 0.45% | |
| SOFI |
SoFi Technologies, Inc.
Financial Services
|
Held | 140,000 | $2,549,400 | 0.39% | |
| CAVA |
Cava Group, Inc.
Consumer Cyclical
|
Held | 30,000 | $2,526,900 | 0.39% | |
| MMM |
3M Co
Industrials
|
Added | 16,107 | $2,452,129 | 0.37% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 4,385 | $2,130,101 | 0.32% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 3,475 | $1,916,949 | 0.29% | |
| KLAC |
Kla Corp
Technology
|
Held | 2,000 | $1,791,480 | 0.27% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 5,728 | $1,786,964 | 0.27% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 1,735 | $1,783,718 | 0.27% | |
| RSG |
Republic Services, Inc.
Industrials
|
Held | 7,000 | $1,726,270 | 0.26% | |
| IVOG |
Vanguard S&P Mid-Cap 400 Growth ETF
|
Held | 16,051 | $1,624,842 | 0.25% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
Held | 8,071 | $1,480,786 | 0.23% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Held | 3,094 | $1,300,903 | 0.20% | |
| XLBI |
State Street Materials Select Sector SPDR Premium Income ETF
|
Held | 9,439 | $1,254,295 | 0.19% | |
| AFRM |
Affirm Holdings, Inc.
Financial Services
|
Held | 18,000 | $1,244,520 | 0.19% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 1,076 | $1,065,175 | 0.16% | |
| V |
Visa Inc.
Financial Services
|
Added | 2,853 | $1,012,957 | 0.15% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
Held | 2,620 | $1,003,722 | 0.15% | |
| USFD |
US Foods Holding Corp.
Consumer Defensive
|
Held | 12,650 | $974,176 | 0.15% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 1,905 | $970,235 | 0.15% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Added | 3,449 | $920,400 | 0.14% | |
| ETN |
Eaton Corp plc
Industrials
|
Held | 2,514 | $897,472 | 0.14% | |
| TT |
Trane Technologies plc
Industrials
|
Held | 2,012 | $880,068 | 0.13% | |
| TRGP |
Targa Resources Corp.
Energy
|
Held | 5,000 | $870,400 | 0.13% | |
| NYT |
New York Times Co
Communication Services
|
Held | 15,033 | $841,547 | 0.13% | |
| MU |
Micron Technology Inc
Technology
|
Held | 6,500 | $801,125 | 0.12% | |
| CVX |
Chevron Corp
Energy
|
Held | 5,571 | $797,711 | 0.12% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 4,000 | $732,280 | 0.11% | |
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
Reduced | 5,500 | $727,870 | 0.11% | |
| UPS |
United Parcel Service Inc
Industrials
|
Held | 7,000 | $706,580 | 0.11% | |
| ECNS |
iShares MSCI China Small-Cap ETF
|
Held | 2,872 | $705,757 | 0.11% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.