Belmont Capital, LLC

CIK

1793367

Location

LOS ANGELES, CA

Portfolio Value

Small $657,416,562

Diversification

Diversified

Filing Date

Global Rank

#2,817 / 8,137 ▲ 113 · as of Jun 2025

Top Industry

Semiconductors 22.0%

Period ended 1 year ago

Filed Aug 12, 2025 · 1y

22 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2025, never from the firm's own description.

Style

Concentrated

The top 10 positions are 78.9% of the book (60%+)

Turnover

Medium turnover

35.5% over the last four quarters (30% to under 100%)

Horizon

Long horizon

Value-weighted holding period 14.4 quarters (12+), a floor since 39.5% of the book was already held when coverage starts

Closest benchmark: the Nasdaq-100 as of 2025-06-30, active share 58.5%; sector active share 33.7% against the combined 13F book's sector weights.

Over time 22 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

19.5%

+1.2 pts

Top 5

61.8%

+0.9 pts

Top 10

78.9%

+2.1 pts

HHI

1,002

Diversified+53

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2025

Sector	% Portfolio	Value	Positions
Technology	45.3%	$297,753,787	26
Communication Services	20.2%	$132,958,395	8
Consumer Cyclical	11.0%	$72,230,695	19
Unclassified	8.0%	$52,267,592	37
Healthcare	6.1%	$40,028,513	18
Financial Services	6.0%	$39,404,296	17
Industrials	1.6%	$10,673,844	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	0.0%	$316,504	3

Last Quarter's Activity

Export CSV

Jun 30, 2025 vs Mar 31, 2025

Added To

Positions the filer increased

24 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	+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
GOOG	Alphabet Inc.	+2,050	14,050	$2,492,329
PGR	Progressive Corp	+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
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+137	1,639	$120,679
No positions match the current search.

Trimmed

Positions the filer reduced

13 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
EFA	iShares MSCI EAFE ETF	−4,000	115,023	$10,281,905
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
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−508	8,000	$2,431,440
AWK	American Water Works Company, Inc.	−385	2,477	$344,575
MDT	Medtronic plc	−194	1,664	$145,050
—		−47	73	$6,696
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
NFLX	Netflix Inc	200	$267,826
IT	Gartner Inc	393	$158,858
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
MRVL	Marvell Technology, Inc.	15,000	$923,550
GDX	VanEck Gold Miners ETF	1,369	$62,932
SLV	iShares Silver Trust	1,501	$46,515
SPDN	Direxion Daily S&P 500 Bear 1X Shares	3,243	$37,586
—		221	$21,987
SILJ		1,184	$14,350
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

167 tracked positions · $657,416,562 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 167 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
NVDA	Nvidia Corp Technology	Added	811,909	+113,893	$128,273,502	+69.6%	9	unpriced	19.51%
META	Meta Platforms, Inc. Communication Services	Added	161,092	+205	$118,900,394	+28.2%	22+	before history	18.09%
AAPL	Apple Inc. Technology	Reduced	361,936	-97,422	$74,258,409	−27.2%	22+	before history	11.30%
MSFT	Microsoft Corp Technology	Added	104,568	+2,241	$52,013,168	+35.4%	16	$368.55	7.91%
COR	Cencora, Inc. Healthcare	Held	109,100	0	$32,713,635	+7.8%	5	$235.54	4.98%
AMZN	Amazon Com Inc Consumer Cyclical	Added	148,330	+3,706	$32,542,118	+18.3%	16	$167.75	4.95%
APO	Apollo Global Management, Inc. Financial Services	Added	162,322	+69,715	$23,028,622	+81.6%	5	$122.71	3.50%
SPY	Spdr S&P 500 ETF Trust	Added	36,796	+1,043	$22,734,408	+13.7%	22+	before history	3.46%
PLTR	Palantir Technologies Inc. Technology	Added	141,780	+1,030	$19,327,449	+62.7%	9	$41.50	2.94%
HD	Home Depot, Inc. Consumer Cyclical	Held	39,394	0	$14,443,416	+0.0%	22+	before history	2.20%
TSLA	Tesla, Inc. Consumer Cyclical	Added	32,877	+290	$10,443,707	+23.7%	11	$232.53	1.59%
EFA	iShares MSCI EAFE ETF	Reduced	115,023	-4,000	$10,281,905	+5.7%	22+	before history	1.56%
GOOGL	Alphabet Inc. Communication Services	Added	52,904	+2,964	$9,323,271	+20.7%	22+	before history	1.42%
BYD	Boyd Gaming Corp Consumer Cyclical	Held	109,883	0	$8,596,147	+18.8%	11	$56.31	1.31%
VOO	VANGUARD 500 INDEX FUND	Held	7,449	0	$4,231,255	+10.5%	5	unpriced	0.64%
MSTR	Strategy Inc Technology	NEW	10,304	NEW	$4,165,185	NEW	1	$364.26	0.63%
COHR	Coherent Corp. Technology	Reduced	45,300	-24,700	$4,041,213	−11.1%	4	$74.72	0.61%
JPM	Jpmorgan Chase & Co Financial Services	Held	11,704	0	$3,393,106	+18.2%	12	$163.86	0.52%
AVGO	Broadcom Inc. Technology	Held	10,859	0	$2,993,283	+64.6%	9	$118.86	0.46%
NOV	NOV Inc. Energy	Reduced	235,081	-134,510	$2,922,056	−48.1%	6	$17.72	0.44%
SOFI	SoFi Technologies, Inc. Financial Services	Held	140,000	0	$2,549,400	+56.6%	13	$6.76	0.39%
CAVA	Cava Group, Inc. Consumer Cyclical	Held	30,000	0	$2,526,900	−2.5%	6	$53.65	0.38%
GOOG	Alphabet Inc. Communication Services	Added	14,050	+2,050	$2,492,329	+32.9%	22+	before history	0.38%
ITA	iShares U.S. Aerospace & Defense ETF	Held	13,205	0	$2,490,991	+23.2%	2	unpriced	0.38%
MMM	3M Co Industrials	Added	16,107	+8,603	$2,452,129	+122.5%	8	unpriced	0.37%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	8,000	-508	$2,431,440	+4.0%	22+	before history	0.37%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	4,385	0	$2,130,101	−8.8%	22+	before history	0.32%
QQQ	Invesco Qqq Trust, Series 1	Added	3,475	+2,195	$1,916,949	+219.4%	6	$472.08	0.29%
KLAC	Kla Corp Technology	Held	2,000	0	$1,791,480	+31.8%	3	$675.83	0.27%
UNH	Unitedhealth Group Inc Healthcare	Reduced	5,728	-2,188	$1,786,964	−56.9%	16	$490.40	0.27%
NOW	ServiceNow, Inc. Technology	Added	1,735	+250	$1,783,718	+50.9%	5	$763.89	0.27%
RSG	Republic Services, Inc. Industrials	Held	7,000	0	$1,726,270	+1.8%	7	$155.14	0.26%
VIOO	VANGUARD S&P SMALL-CAP 600 INDEX FUND	Held	16,051	0	$1,624,842	+4.9%	2	unpriced	0.25%
IWM	iShares Russell 2000 ETF	Held	7,500	0	$1,618,425	+8.2%	6	unpriced	0.25%
ICE	Intercontinental Exchange, Inc. Financial Services	Held	8,071	0	$1,480,786	+6.4%	2	$163.84	0.23%
MSI	Motorola Solutions, Inc. Technology	Held	3,094	0	$1,300,903	−4.0%	2	$446.17	0.20%
AFRM	Affirm Holdings, Inc. Financial Services	Held	18,000	0	$1,244,520	+53.0%	13	$20.49	0.19%
COST	Costco Wholesale Corp Consumer Defensive	Held	1,076	0	$1,065,175	+4.7%	8	$932.87	0.16%
V	Visa Inc. Financial Services	Added	2,853	+827	$1,012,957	+42.7%	5	$330.06	0.15%
HCA	HCA Healthcare, Inc. Healthcare	Held	2,620	0	$1,003,722	+10.9%	2	$321.62	0.15%
USFD	US Foods Holding Corp. Consumer Defensive	Held	12,650	0	$974,176	+17.6%	2	$68.34	0.15%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	1,905	+900	$970,235	+173.8%	14	$303.66	0.15%
PGR	Progressive Corp Financial Services	Added	3,449	+1,400	$920,400	+58.7%	2	$266.65	0.14%
ETN	Eaton Corp plc Industrials	Held	2,514	0	$897,472	+31.3%	2	$311.37	0.14%
TT	Trane Technologies plc Industrials	Held	2,012	0	$880,068	+29.8%	2	$361.35	0.13%
TRGP	Targa Resources Corp. Energy	Held	5,000	0	$870,400	−13.2%	5	$117.09	0.13%
NYT	New York Times Co Communication Services	Held	15,033	0	$841,547	+12.9%	7	$44.11	0.13%
MU	Micron Technology Inc Technology	Held	6,500	0	$801,125	+41.8%	2	$96.05	0.12%
CVX	Chevron Corp Energy	Held	5,571	0	$797,711	−14.4%	16	$161.47	0.12%
AMAT	Applied Materials Inc Technology	Held	4,000	0	$732,280	+26.2%	3	$181.23	0.11%

Showing the top 50 of 167 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.