Belmont Capital, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Belmont Capital, LLC reported 170 stock positions worth $556.9 million. Its top holding was Apple (AAPL) at 18.3% of the portfolio, followed by Meta Platforms Class A (META, 16.7%) and Nvidia (NVDA, 13.6%). Compared with Q4 2024, it opened 54 new positions, sold out of 4, added to 33 and reduced 15. The biggest buy was Apple (AAPL, shares +48%) and the biggest sale Nvidia (NVDA, shares −45%).

Most Recent 13F
Q2 2025
Location
LOS ANGELES, CA
CIK
0001793367
Portfolio Value
$556.9M (Q1 2025)
SEC Filing
0001793367-25-000003 ↗ filed May 15, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $366.6M Q1 2024 Q2 2024: $535.9M Q2 2024 Q3 2024: $601.8M Q3 2024 Q4 2024: $614.7M Q4 2024 Q1 2025: $556.9M $556.9M Q1 2025 Q2 2025: $657.5M Q2 2025

Holdings 170 stocks · $556.9M
AAPL Apple Inc. 18.32% 459,358 $102.0M Add +48.3%
META Meta Platforms Inc. Class A 16.65% 160,887 $92.7M Add +0.9%
NVDA Nvidia Corp. 13.58% 698,016 $75.7M Reduce -45.5%
MSFT Microsoft Corp. 6.90% 102,327 $38.4M Add +7.2%
COR Cencora Inc. 5.45% 109,100 $30.3M Add +23.5%
AMZN Amazon.com Inc. 4.94% 144,624 $27.5M Add +3.0%
SPY SS SPDR S&P 500 ETF Trust-US 3.59% 35,753 $20.0M No change
HD Home Depot Inc. 2.59% 39,394 $14.4M Add +4.0%
APO Apollo Global Management Inc. 2.28% 92,607 $12.7M Add +4.0%
PLTR Palantir Technologies Inc. Class A 2.13% 140,750 $11.9M Reduce -13.7%
EFA iShares MSCI Eafe ETF 1.75% 119,023 $9.7M No change
TSLA Tesla Inc. 1.52% 32,587 $8.4M Add +16.9%
GOOGL Alphabet Inc. Class A 1.39% 49,940 $7.7M Add +10.7%
BYD Boyd Gaming Corp. 1.30% 109,883 $7.2M No change
PG The Procter & Gamble Co. 1.26% 41,169 $7.0M Add +42.8%
NOV Nov Inc. 1.01% 369,591 $5.6M Add +31.9%
COHR Coherent Corp. 0.82% 70,000 $4.5M Reduce -12.5%
UNH Unitedhealth Group Inc. 0.74% 7,916 $4.1M No change
VOO Vanguard S&P 500 ETF 0.69% 7,449 $3.8M Add +3.0%
JPM JPMorgan Chase & Co. 0.52% 11,704 $2.9M Reduce -0.1%
CAVA Cava Group Inc. 0.47% 30,000 $2.6M No change
VTI VG Morningstar TS MKT ETF-US 0.42% 8,508 $2.3M No change
BRK.B Berkshire Hathaway Inc. Class B 0.42% 4,385 $2.3M Add +91.9%
ITA iShares U.S. Aerospace & Def 0.36% 13,205 $2.0M New
GOOG Alphabet Inc. Class C 0.34% 12,000 $1.9M Add +88.1%
AVGO Broadcom Inc. 0.33% 10,859 $1.8M Reduce -6.5%
CRM Salesforce Inc. 0.32% 6,570 $1.8M Add +31.4%
RSG Republic Services Inc. 0.30% 7,000 $1.7M No change
SOFI Sofi Technologies Inc. 0.29% 140,000 $1.6M Reduce -42.2%
VIOO Vanguard S&P Small-Cap 600 E 0.28% 16,051 $1.5M New
IWM iShares Russell 2000 ETF 0.27% 7,500 $1.5M No change
ICE Intercontinental Exchange Inc. 0.25% 8,071 $1.4M New
KLAC KLA Corp. 0.24% 2,000 $1.4M No change
MSI Motorola Solutions Inc. 0.24% 3,094 $1.4M New
NOW ServiceNow Inc. 0.21% 1,485 $1.2M No change
MMM 3M Co. 0.20% 7,504 $1.1M Add +368.1%
COST Costco Wholesale Corp. 0.18% 1,076 $1.0M Add +438.0%
TRGP Targa Resources Corp. 0.18% 5,000 $1.0M No change
CVX Chevron Corp. 0.17% 5,571 $932K No change
MRVL Marvell Technology Inc. 0.17% 15,000 $924K No change
HCA HCA Healthcare Inc. 0.16% 2,620 $905K New
ABNB Airbnb Inc. Class A 0.15% 7,001 $836K Reduce -30.0%
USFD US Foods Holding Corp. 0.15% 12,650 $828K New
AFRM Affirm Holdings Inc. 0.15% 18,000 $813K No change
UPS United Parcel Service Class B 0.14% 7,000 $770K No change
NYT New York Times Co. Class A 0.13% 15,033 $746K No change
V Visa Inc. Class A 0.13% 2,026 $710K Add +305.2%
ETN Eaton Corp. PLC 0.12% 2,514 $683K New
TT Trane Technologies PLC 0.12% 2,012 $678K New
ADP Automatic Data Processing 0.12% 2,115 $646K No change
XLI SS Industrial Select Sector 0.11% 4,852 $636K No change
IWY iShares Russell Top 200 Grow 0.11% 2,847 $601K No change
QQQ Invesco QQQ Trust Series 1 0.11% 1,280 $600K No change
ISRG Intuitive Surgical Inc. 0.11% 1,200 $594K New
VGT Vanguard Info Tech ETF 0.11% 1,080 $586K New
AMAT Applied Materials Inc. 0.10% 4,000 $580K No change
PGR Progressive Corp. 0.10% 2,049 $580K New
SBUX Starbucks Corp. 0.10% 5,880 $577K No change
ABBV Abbvie Inc. 0.10% 2,718 $569K Reduce -59.7%
T AT&T Inc. 0.10% 20,000 $566K New
MU Micron Technology Inc. 0.10% 6,500 $565K New
COP Conocophillips 0.10% 5,359 $563K Add +0.6%
CSCO Cisco Systems Inc. 0.10% 9,093 $561K New
NPO Enpro Inc. 0.10% 3,337 $540K No change
AMT American Tower Corp. 0.09% 2,396 $521K Add +594.5%
PFE Pfizer Inc. 0.09% 19,441 $493K Add +72.0%
RTX RTX Corp. 0.09% 3,701 $490K New
ADBE Adobe Inc. 0.09% 1,260 $483K New
MDLZ Mondelez International Inc. Class A 0.09% 7,072 $480K New
WFC Wells Fargo & Co. 0.09% 6,638 $477K Reduce -0.8%
XMHQ Invesco S&P Midcap Qual ETF 0.09% 5,188 $475K New
CMCSA Comcast Corp. Class A 0.08% 12,498 $461K Add +67.8%
ABT Abbott Laboratories 0.08% 3,333 $442K Add +109.2%
ACN Accenture PLC Class A 0.08% 1,414 $441K New
UNP Union Pacific Corp. 0.08% 1,838 $434K Add +175.2%
MNST Monster Beverage Corp. 0.08% 7,260 $425K New
ARCT Arcturus Therapeutics Holdin 0.08% 40,000 $424K No change
AWK American Water Works Co. Inc. 0.08% 2,862 $422K No change
CSX CSX Corp. 0.08% 14,291 $421K New
GILD Gilead Sciences Inc. 0.07% 3,684 $413K Reduce -60.9%
XLV SS Health Care Select Sector 0.07% 2,818 $411K No change
BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC 0.07% 3,600 $411K New
TYL Tyler Technologies Inc. 0.07% 700 $407K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.07% 9,514 $397K Reduce -90.1%
MA Mastercard Inc. Class A 0.07% 700 $384K No change
ALSN Allison Transmission Holding 0.07% 3,998 $383K No change
MTG Mgic Investment Corp. 0.07% 15,116 $375K No change
ORCL Oracle Corp. 0.07% 2,676 $374K No change
ITW Illinois Tool Works 0.07% 1,479 $367K New
CRWD CrowdStrike Holdings Inc. Class A 0.06% 1,005 $354K Add +0.5%
HON Honeywell International Inc. 0.06% 1,666 $353K New
NVS Novartis AG-Sponsored ADR 0.06% 3,058 $341K No change
MCD McDonald's Corp. 0.06% 1,085 $339K Add +96.6%
PEP Pepsico Inc. 0.06% 2,193 $329K New
QCOM Qualcomm Inc. 0.06% 2,070 $318K Add +102.2%
ACWI iShares MSCI Acwi ETF 0.06% 2,697 $314K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.06% 1,248 $310K No change
BALL Ball Corp. 0.06% 5,924 $308K New
EBAY eBay Inc. 0.05% 4,490 $304K Add +9.0%
YUM Yum! Brands Inc. 0.05% 1,863 $293K New

Show all 170 holdings

Portfolio Sells Q4 2024 → Q1 2025
NVDA Nvidia Corp. Reduce -45.5% 13.58% −14.37
BAC Bank of America Corp. Reduce -90.1% 0.07% −0.62
COHR Coherent Corp. Reduce -12.5% 0.82% −0.42
SOFI Sofi Technologies Inc. Reduce -42.2% 0.29% −0.31
AVGO Broadcom Inc. Reduce -6.5% 0.33% −0.11
ABBV Abbvie Inc. Reduce -59.7% 0.10% −0.09
DELL Dell Technologies -C Sold out 0.00% −0.07
RSP Invesco S&P 500 Equal Weight Sold out 0.00% −0.07
GILD Gilead Sciences Inc. Reduce -60.9% 0.07% −0.07
ABNB Airbnb Inc. Class A Reduce -30.0% 0.15% −0.06
FIVN FIVE9 Inc. Sold out 0.00% −0.05
VST Vistra Corp. Reduce -36.5% 0.04% −0.03
COIN Coinbase Global Inc. Class A Reduce -6.7% 0.03% −0.01
LRCX Lam Research Corp. Sold out 0.00% −0.00
CF CF Industries Holdings Inc. Reduce -2.4% 0.02% −0.00
SU Suncor Energy Inc. Reduce -2.3% 0.04% +0.01
WFC Wells Fargo & Co. Reduce -0.8% 0.09% +0.01
JPM JPMorgan Chase & Co. Reduce -0.1% 0.52% +0.06
PLTR Palantir Technologies Inc. Class A Reduce -13.7% 2.13% +0.13

Portfolio Buys Q4 2024 → Q1 2025
AAPL Apple Inc. Add +48.3% 18.32% +5.70
COR Cencora Inc. Add +23.5% 5.45% +2.22
META Meta Platforms Inc. Class A Add +0.9% 16.65% +1.46
PG The Procter & Gamble Co. Add +42.8% 1.26% +0.47
ITA iShares U.S. Aerospace & Def New 0.36% +0.36
MSFT Microsoft Corp. Add +7.2% 6.90% +0.35
NOV Nov Inc. Add +31.9% 1.01% +0.34
VIOO Vanguard S&P Small-Cap 600 E New 0.28% +0.28
BRK.B Berkshire Hathaway Inc. Class B Add +91.9% 0.42% +0.25
ICE Intercontinental Exchange Inc. New 0.25% +0.25
MSI Motorola Solutions Inc. New 0.24% +0.24
HD Home Depot Inc. Add +4.0% 2.59% +0.19
MMM 3M Co. Add +368.1% 0.20% +0.16
HCA HCA Healthcare Inc. New 0.16% +0.16
COST Costco Wholesale Corp. Add +438.0% 0.18% +0.15
USFD US Foods Holding Corp. New 0.15% +0.15
GOOG Alphabet Inc. Class C Add +88.1% 0.34% +0.14
ETN Eaton Corp. PLC New 0.12% +0.12
TT Trane Technologies PLC New 0.12% +0.12
ISRG Intuitive Surgical Inc. New 0.11% +0.11
VGT Vanguard Info Tech ETF New 0.11% +0.11
PGR Progressive Corp. New 0.10% +0.10
V Visa Inc. Class A Add +305.2% 0.13% +0.10
T AT&T Inc. New 0.10% +0.10
MU Micron Technology Inc. New 0.10% +0.10
CSCO Cisco Systems Inc. New 0.10% +0.10
RTX RTX Corp. New 0.09% +0.09
ADBE Adobe Inc. New 0.09% +0.09
MDLZ Mondelez International Inc. Class A New 0.09% +0.09
XMHQ Invesco S&P Midcap Qual ETF New 0.09% +0.09
AMT American Tower Corp. Add +594.5% 0.09% +0.08
ACN Accenture PLC Class A New 0.08% +0.08
MNST Monster Beverage Corp. New 0.08% +0.08
CSX CSX Corp. New 0.08% +0.08
BJ Bj's Wholesale Club Holdings New 0.07% +0.07
ITW Illinois Tool Works New 0.07% +0.07
HON Honeywell International Inc. New 0.06% +0.06
PEP Pepsico Inc. New 0.06% +0.06
BALL Ball Corp. New 0.06% +0.06
VOO Vanguard S&P 500 ETF Add +3.0% 0.69% +0.05
UNP Union Pacific Corp. Add +175.2% 0.08% +0.05
YUM Yum! Brands Inc. New 0.05% +0.05
MO Altria Group Inc. New 0.05% +0.05
ABT Abbott Laboratories Add +109.2% 0.08% +0.05
ROK Rockwell Automation Inc. New 0.05% +0.05
PYPL PayPal Holdings Inc. New 0.05% +0.05
CRM Salesforce Inc. Add +31.4% 0.32% +0.04
TMO Thermo Fisher Scientific Inc. New 0.04% +0.04
LOW Lowe's Cos Inc. New 0.04% +0.04
ADI Analog Devices Inc. New 0.04% +0.04

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2025 167$657.5MNVDA, META, AAPL, MSFT, COR
Q1 2025 170$556.9MAAPL, META, NVDA, MSFT, COR
Q4 2024 120$614.7MNVDA, META, AAPL, MSFT, AMZN
Q3 2024 168$601.8MNVDA, META, AAPL, MSFT, AMZN
Q2 2024 199$535.9MAAPL, NVDA, META, MSFT, AMZN
Q1 2024 187$366.6MMETA, AAPL, MSFT, AMZN, SPY