$93.5 Thousand is the total value of Belmont Capital, LLC's 131 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BYD | New | BOYD GAMING CORP | $6,723 | – | 123,283 | +100.0% | 7.19% | – |
| NFLX | New | NETFLIX INC | $192 | – | 650 | +100.0% | 0.20% | – |
| MDT | New | MEDTRONIC PLC | $155 | – | 2,000 | +100.0% | 0.17% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $133 | – | 2,000 | +100.0% | 0.14% | – |
| QCOM | New | QUALCOMM INC | $110 | – | 1,000 | +100.0% | 0.12% | – |
| C | New | CITIGROUP INC | $103 | – | 2,282 | +100.0% | 0.11% | – |
| BAC | New | BANK AMERICA CORP | $64 | – | 1,920 | +100.0% | 0.07% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $27 | – | 176 | +100.0% | 0.03% | – |
| TSLA | New | TESLA INC | $18 | – | 150 | +100.0% | 0.02% | – |
| CDNS | New | CADENCE DESIGN SYSTEM INC | $9 | – | 55 | +100.0% | 0.01% | – |
| AMAT | New | APPLIED MATLS INC | $7 | – | 72 | +100.0% | 0.01% | – |
| New | MIND MEDICINE MINDMED INC | $0 | – | 6 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| META PLATFORMS INC | 16 | Q3 2023 | 55.8% |
| ZOOM VIDEO COMMUNICATIONS IN | 16 | Q3 2023 | 70.3% |
| APPLE INC | 16 | Q3 2023 | 31.2% |
| SPDR S&P 500 ETF TR | 16 | Q3 2023 | 14.1% |
| ISHARES TR | 16 | Q3 2023 | 12.6% |
| JOHNSON & JOHNSON | 16 | Q3 2023 | 3.8% |
| ROSS STORES INC | 16 | Q3 2023 | 1.2% |
| ISHARES TR | 16 | Q3 2023 | 1.0% |
| STARBUCKS CORP | 16 | Q3 2023 | 0.8% |
| VANGUARD BD INDEX FDS | 16 | Q3 2023 | 0.5% |
View Belmont Capital, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-13 |
| 13F-HR | 2022-04-26 |
| 13F-HR | 2022-01-19 |
| 13F-HR | 2021-10-28 |
View Belmont Capital, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.