Belmont Capital, LLC

CIK

1793367

Location

LOS ANGELES, CA

Portfolio Value

Small $625,650,895

Diversification

Diversified

Filing Date

Global Rank

#2,191 / 7,991 ▲ 76

Top Industry

Semiconductors 22.1%

3Y Alpha vs SPY

+0.8%

Period ended 12 months ago

Filed Aug 12, 2025 · 10mo

22 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+80.0%

SPY

+76.3%

Annualised alpha

+0.8%

Max drawdown

−26.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

131 positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025

Top Position

20.5%

+1.2 pts

Top 5

64.9%

+0.7 pts

Top 10

82.8%

+2.3 pts

HHI

1,098

Diversified+54

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2025

Sector	% Portfolio	Value	Positions
Technology	47.4%	$296,326,812	26
Communication Services	20.8%	$130,197,013	7
Consumer Cyclical	11.5%	$72,230,695	19
Healthcare	6.4%	$40,028,474	17
Financial Services	6.3%	$39,404,296	17
Unclassified	3.9%	$24,712,627	3
Industrials	1.7%	$10,651,538	17
Energy	0.9%	$5,858,478	8
Consumer Defensive	0.7%	$4,411,765	10
Real Estate	0.1%	$757,241	2
Utilities	0.1%	$755,452	2
Basic Materials	0.1%	$316,504	3

Last Quarter's Activity

Export CSV

Jun 30, 2025 vs Mar 31, 2025

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
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
BAC	Bank Of America Corp /De/	+4,000	13,514	$639,482
AMZN	Amazon Com Inc	+3,706	148,330	$32,542,118
GOOGL	Alphabet Inc.	+2,964	52,904	$9,323,271
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	$356,743
META	Meta Platforms, Inc.	+205	161,092	$118,900,394
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
AWK	American Water Works Company, Inc.	−385	2,477	$344,575
MDT	Medtronic plc	−194	1,664	$145,050
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
MSTR	Strategy Inc	10,304	$4,165,185
IT	Gartner Inc	393	$158,858
NFLX	Netflix Inc	200	$26,782
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
MRVL	Marvell Technology, Inc.	15,000	$923,550
SLV	iShares Silver Trust	1,501	$46,515
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

131 positions · $625,650,895 total · 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 131 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	811,909	+113,893	$128,273,502	+69.6%	20.50%
META	Meta Platforms, Inc. Communication Services	Added	161,092	+205	$118,900,394	+28.2%	19.00%
AAPL	Apple Inc. Technology	Reduced	361,936	-97,422	$74,258,409	−27.2%	11.87%
MSFT	Microsoft Corp Technology	Added	104,568	+2,241	$52,013,168	+35.4%	8.31%
COR	Cencora, Inc. Healthcare	Held	109,100	0	$32,713,635	+7.8%	5.23%
AMZN	Amazon Com Inc Consumer Cyclical	Added	148,330	+3,706	$32,542,118	+18.3%	5.20%
APO	Apollo Global Management, Inc. Financial Services	Added	162,322	+69,715	$23,028,622	+81.6%	3.68%
SPY	Spdr S&P 500 ETF Trust	Added	36,796	+1,043	$22,734,408	+13.7%	3.63%
PLTR	Palantir Technologies Inc. Technology	Added	141,780	+1,030	$19,327,449	+62.7%	3.09%
HD	Home Depot, Inc. Consumer Cyclical	Held	39,394	0	$14,443,416	+0.0%	2.31%
TSLA	Tesla, Inc. Consumer Cyclical	Added	32,877	+290	$10,443,707	+23.7%	1.67%
GOOGL	Alphabet Inc. Communication Services	Added	52,904	+2,964	$9,323,271	+20.7%	1.49%
BYD	Boyd Gaming Corp Consumer Cyclical	Held	109,883	0	$8,596,147	+18.8%	1.37%
MSTR	Strategy Inc Technology	NEW	10,304	NEW	$4,165,185	NEW	0.67%
COHR	Coherent Corp. Technology	Reduced	45,300	-24,700	$4,041,213	−11.1%	0.65%
JPM	Jpmorgan Chase & Co Financial Services	Held	11,704	0	$3,393,106	+18.2%	0.54%
AVGO	Broadcom Inc. Technology	Held	10,859	0	$2,993,283	+64.6%	0.48%
NOV	NOV Inc. Energy	Reduced	235,081	-134,510	$2,922,056	−48.1%	0.47%
SOFI	SoFi Technologies, Inc. Financial Services	Held	140,000	0	$2,549,400	+56.6%	0.41%
CAVA	Cava Group, Inc. Consumer Cyclical	Held	30,000	0	$2,526,900	−2.5%	0.40%
MMM	3M Co Industrials	Added	16,107	+8,603	$2,452,129	+122.5%	0.39%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	4,385	0	$2,130,101	−8.8%	0.34%
QQQ	Invesco Qqq Trust, Series 1	Added	3,475	+2,195	$1,916,949	+219.4%	0.31%
KLAC	Kla Corp Technology	Held	2,000	0	$1,791,480	+31.8%	0.29%
UNH	Unitedhealth Group Inc Healthcare	Reduced	5,728	-2,188	$1,786,964	−56.9%	0.29%
RSG	Republic Services, Inc. Industrials	Held	7,000	0	$1,726,270	+1.8%	0.28%
ICE	Intercontinental Exchange, Inc. Financial Services	Held	8,071	0	$1,480,786	+6.4%	0.24%
MSI	Motorola Solutions, Inc. Technology	Held	3,094	0	$1,300,903	−4.0%	0.21%
AFRM	Affirm Holdings, Inc. Financial Services	Held	18,000	0	$1,244,520	+53.0%	0.20%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	1,076	0	$1,065,175	+4.7%	0.17%
V	Visa Inc. Financial Services	Added	2,853	+827	$1,012,957	+42.7%	0.16%
HCA	HCA Healthcare, Inc. Healthcare	Held	2,620	0	$1,003,722	+10.9%	0.16%
USFD	US Foods Holding Corp. Consumer Defensive	Held	12,650	0	$974,176	+17.6%	0.16%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	1,905	+900	$970,235	+173.8%	0.16%
PGR	Progressive Corp/Oh/ Financial Services	Added	3,449	+1,400	$920,400	+58.7%	0.15%
ETN	Eaton Corp plc Industrials	Held	2,514	0	$897,472	+31.3%	0.14%
TT	Trane Technologies plc Industrials	Held	2,012	0	$880,068	+29.8%	0.14%
TRGP	Targa Resources Corp. Energy	Held	5,000	0	$870,400	−13.2%	0.14%
NYT	New York Times Co Communication Services	Held	15,033	0	$841,547	+12.9%	0.13%
MU	Micron Technology Inc Technology	Held	6,500	0	$801,125	+41.8%	0.13%
CVX	Chevron Corp Energy	Held	5,571	0	$797,711	−14.4%	0.13%
AMAT	Applied Materials Inc /De Technology	Held	4,000	0	$732,280	+26.2%	0.12%
ABNB	Airbnb, Inc. Consumer Cyclical	Reduced	5,500	-1,501	$727,870	−13.0%	0.12%
UPS	United Parcel Service Inc Industrials	Held	7,000	0	$706,580	−8.2%	0.11%
MA	Mastercard Inc Financial Services	Added	1,205	+505	$677,137	+76.5%	0.11%
ADP	Automatic Data Processing Inc Technology	Held	2,115	0	$652,266	+0.9%	0.10%
ISRG	Intuitive Surgical Inc Healthcare	Held	1,200	0	$652,092	+9.7%	0.10%
BAC	Bank Of America Corp /De/ Financial Services	Added	13,514	+4,000	$639,482	+61.1%	0.10%
NPO	Enpro Inc. Industrials	Held	3,337	0	$639,202	+18.4%	0.10%
CSCO	Cisco Systems, Inc. Technology	Held	9,093	0	$630,872	+12.4%	0.10%