$178 Million is the total value of Belmont Capital, LLC's 176 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 35.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FB | Buy | META PLATFORMS INCcl a | $42,866,203 | +43.4% | 149,370 | +5.9% | 24.08% | -2.6% |
| AAPL | Buy | APPLE INC | $37,488,555 | +45.0% | 193,270 | +23.2% | 21.06% | -1.6% |
| MSFT | Buy | MICROSOFT CORP | $13,674,287 | +43.1% | 40,155 | +21.1% | 7.68% | -2.9% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $11,495,580 | +9.2% | 25,933 | +0.8% | 6.46% | -25.9% |
| EFA | ISHARES TRmsci eafe etf | $8,890,168 | +1.4% | 122,623 | 0.0% | 4.99% | -31.2% | |
| BYD | Sell | BOYD GAMING CORP | $7,708,620 | -2.5% | 111,123 | -9.9% | 4.33% | -33.8% |
| AMZN | Buy | AMAZON COM INC | $6,306,817 | +371.1% | 48,380 | +273.3% | 3.54% | +219.8% |
| BAC | Buy | BANK AMERICA CORP | $4,106,212 | +0.3% | 143,123 | +0.0% | 2.31% | -31.9% |
| NVDA | New | NVIDIA CORPORATION | $3,423,501 | – | 8,093 | +100.0% | 1.92% | – |
| AFRM | AFFIRM HLDGS INC | $3,387,930 | +36.0% | 221,000 | 0.0% | 1.90% | -7.7% | |
| ABCL | ABCELLERA BIOLOGICS INC | $3,294,600 | -14.3% | 510,000 | 0.0% | 1.85% | -41.8% | |
| V | Buy | VISA INC | $2,386,199 | +19499.2% | 10,048 | +18507.4% | 1.34% | +13300.0% |
| FCX | New | FREEPORT-MCMORAN INCcl b | $2,112,000 | – | 52,800 | +100.0% | 1.19% | – |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $2,060,157 | +2770.1% | 17,211 | +2387.1% | 1.16% | +1861.0% |
| SOFI | SOFI TECHNOLOGIES INC | $2,021,199 | +37.4% | 242,350 | 0.0% | 1.14% | -6.8% | |
| ABNB | AIRBNB INC | $1,602,000 | +3.0% | 12,500 | 0.0% | 0.90% | -30.1% | |
| MU | New | MICRON TECHNOLOGY INC | $1,514,640 | – | 24,000 | +100.0% | 0.85% | – |
| BVN | New | COMPANIA DE MINAS BUENAVENTUsponsored adr | $1,470,000 | – | 200,000 | +100.0% | 0.83% | – |
| DIS | New | DISNEY WALT CO | $1,404,821 | – | 15,735 | +100.0% | 0.79% | – |
| YOU | Buy | CLEAR SECURE INC | $1,399,607 | -10.0% | 60,406 | +1.7% | 0.79% | -38.9% |
| AMD | New | ADVANCED MICRO DEVICES INC | $1,280,348 | – | 11,240 | +100.0% | 0.72% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $1,246,140 | – | 31,500 | +100.0% | 0.70% | – |
| BSCO | INVESCO EXCH TRD SLF IDX FD | $1,034,060 | -0.1% | 50,270 | 0.0% | 0.58% | -32.2% | |
| BAP | New | CREDICORP LTD | $1,003,952 | – | 6,800 | +100.0% | 0.56% | – |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $922,866 | – | 60,200 | +100.0% | 0.52% | – |
| ROST | ROSS STORES INC | $890,312 | +5.7% | 7,940 | 0.0% | 0.50% | -28.3% | |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $841,588 | +13.6% | 2,468 | +2.8% | 0.47% | -22.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $789,783 | +16.5% | 5,430 | +4.3% | 0.44% | -20.9% |
| TXN | TEXAS INSTRS INC | $653,520 | -3.2% | 3,630 | 0.0% | 0.37% | -34.3% | |
| LRCX | Sell | LAM RESEARCH CORP | $594,003 | +20.6% | 924 | -0.5% | 0.33% | -18.1% |
| SBUX | Buy | STARBUCKS CORP | $593,483 | -3.1% | 5,991 | +1.9% | 0.33% | -34.3% |
| PFE | Buy | PFIZER INC | $565,921 | -9.3% | 15,429 | +0.9% | 0.32% | -38.4% |
| JEPI | New | J P MORGAN EXCHANGE TRADED Fequity premium | $510,633 | – | 9,229 | +100.0% | 0.29% | – |
| GS | Buy | GOLDMAN SACHS GROUP INC | $485,745 | +2.5% | 1,506 | +3.9% | 0.27% | -30.4% |
| BA | Buy | BOEING CO | $481,141 | +4.1% | 2,279 | +4.7% | 0.27% | -29.5% |
| ACWI | ISHARES TRmsci acwi etf | $444,202 | +5.2% | 4,630 | 0.0% | 0.25% | -28.4% | |
| HON | Buy | HONEYWELL INTL INC | $416,296 | +13.1% | 2,006 | +4.2% | 0.23% | -23.3% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $382,007 | +11430.5% | 4,706 | +11665.0% | 0.22% | +7066.7% |
| NFLX | Buy | NETFLIX INC | $345,785 | +54.0% | 785 | +20.8% | 0.19% | +4.3% |
| AON | New | AON PLC | $345,200 | – | 1,000 | +100.0% | 0.19% | – |
| CL | COLGATE PALMOLIVE CO | $336,374 | +2.5% | 4,366 | 0.0% | 0.19% | -30.5% | |
| JNJ | Sell | JOHNSON & JOHNSON | $299,041 | +6.4% | 1,807 | -0.3% | 0.17% | -27.9% |
| TCBK | Sell | TRICO BANCSHARES | $265,600 | -50.9% | 8,000 | -38.5% | 0.15% | -66.7% |
| VLO | New | VALERO ENERGY CORP | $205,275 | – | 1,750 | +100.0% | 0.12% | – |
| BND | VANGUARD BD INDEX FDStotal bnd mrkt | $194,882 | -1.5% | 2,681 | 0.0% | 0.11% | -33.5% | |
| MDT | MEDTRONIC PLC | $176,200 | +9.3% | 2,000 | 0.0% | 0.10% | -25.6% | |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $172,512 | – | 867 | +100.0% | 0.10% | – |
| FTEC | New | FIDELITY COVINGTON TRUSTmsci info tech i | $162,007 | – | 1,240 | +100.0% | 0.09% | – |
| VTI | VANGUARD INDEX FDStotal stk mkt | $160,144 | +7.9% | 727 | 0.0% | 0.09% | -26.8% | |
| DTE | New | DTE ENERGY CO | $154,028 | – | 1,400 | +100.0% | 0.09% | – |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $152,372 | +9.3% | 2,089 | +4.4% | 0.09% | -25.2% |
| CRWD | CROWDSTRIKE HLDGS INCcl a | $146,870 | +7.0% | 1,000 | 0.0% | 0.08% | -27.2% | |
| VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $133,832 | +5.3% | 1,380 | 0.0% | 0.08% | -28.6% | |
| QCOM | Buy | QUALCOMM INC | $131,182 | +2.8% | 1,102 | +10.2% | 0.07% | -30.2% |
| BAX | BAXTER INTL INC | $128,798 | +12.3% | 2,827 | 0.0% | 0.07% | -24.2% | |
| C | CITIGROUP INC | $105,071 | -1.8% | 2,282 | 0.0% | 0.06% | -33.7% | |
| NIO | NIO INCspon ads | $96,900 | -7.8% | 10,000 | 0.0% | 0.05% | -37.9% | |
| ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $88,651 | -8.1% | 1,306 | 0.0% | 0.05% | -37.5% | |
| F | Buy | FORD MTR CO DEL | $86,256 | +85.0% | 5,701 | +54.0% | 0.05% | +23.1% |
| HD | Buy | HOME DEPOT INC | $81,077 | +34.0% | 261 | +27.3% | 0.05% | -8.0% |
| IWF | ISHARES TRrus 1000 grw etf | $73,198 | +12.6% | 266 | 0.0% | 0.04% | -24.1% | |
| PG | Buy | PROCTER AND GAMBLE CO | $71,539 | +75.0% | 471 | +71.3% | 0.04% | +17.6% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $66,909 | -13.6% | 345 | -9.0% | 0.04% | -40.6% |
| NET | CLOUDFLARE INC | $65,370 | +6.0% | 1,000 | 0.0% | 0.04% | -27.5% | |
| TSLA | Sell | TESLA INC | $62,563 | -45.2% | 239 | -56.5% | 0.04% | -62.8% |
| TIP | ISHARES TRtips bd etf | $58,115 | -2.4% | 540 | 0.0% | 0.03% | -32.7% | |
| ZTS | New | ZOETIS INCcl a | $58,948 | – | 342 | +100.0% | 0.03% | – |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $54,247 | +1.8% | 997 | 0.0% | 0.03% | -31.8% | |
| FNCL | New | FIDELITY COVINGTON TRUSTmsci finls idx | $50,163 | – | 1,066 | +100.0% | 0.03% | – |
| FDIS | New | FIDELITY COVINGTON TRUSTmsci consm dis | $48,171 | – | 657 | +100.0% | 0.03% | – |
| FIDU | New | FIDELITY COVINGTON TRUSTmsci indl indx | $44,601 | – | 784 | +100.0% | 0.02% | – |
| WFC | Buy | WELLS FARGO CO NEW | $44,630 | +115.5% | 1,046 | +88.8% | 0.02% | +47.1% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $43,549 | +109.4% | 360 | +80.0% | 0.02% | +41.2% |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $42,265 | – | 582 | +100.0% | 0.02% | – |
| KO | Buy | COCA COLA CO | $37,414 | +244.7% | 621 | +254.9% | 0.02% | +133.3% |
| GDX | VANECK ETF TRUSTgold miners etf | $36,915 | -6.9% | 1,226 | 0.0% | 0.02% | -36.4% | |
| GLD | SPDR GOLD TR | $35,832 | -2.7% | 201 | 0.0% | 0.02% | -33.3% | |
| AVGO | New | BROADCOM INC | $34,697 | – | 40 | +100.0% | 0.02% | – |
| UNP | Buy | UNION PAC CORP | $34,005 | +128.3% | 166 | +124.3% | 0.02% | +58.3% |
| MCD | Buy | MCDONALDS CORP | $32,064 | +73.8% | 107 | +62.1% | 0.02% | +20.0% |
| AMAT | Buy | APPLIED MATLS INC | $31,510 | +256.3% | 218 | +202.8% | 0.02% | +157.1% |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $31,331 | – | 467 | +100.0% | 0.02% | – |
| UNH | Buy | UNITEDHEALTH GROUP INC | $31,242 | +37.7% | 65 | +35.4% | 0.02% | -5.3% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $29,933 | +170.7% | 167 | +193.0% | 0.02% | +88.9% |
| PEP | New | PEPSICO INC | $29,020 | – | 157 | +100.0% | 0.02% | – |
| ALSN | ALLISON TRANSMISSION HLDGS I | $28,456 | +24.8% | 504 | 0.0% | 0.02% | -15.8% | |
| NVS | Buy | NOVARTIS AGsponsored adr | $27,548 | +112.4% | 273 | +93.6% | 0.02% | +36.4% |
| HRB | Sell | BLOCK H & R INC | $25,528 | -17.5% | 801 | -8.8% | 0.01% | -46.2% |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $24,548 | +4.4% | 150 | 0.0% | 0.01% | -26.3% | |
| GILD | Buy | GILEAD SCIENCES INC | $24,817 | +28.9% | 322 | +38.8% | 0.01% | -12.5% |
| FENY | New | FIDELITY COVINGTON TRUSTmsci energy idx | $25,496 | – | 1,151 | +100.0% | 0.01% | – |
| ABBV | Buy | ABBVIE INC | $22,635 | +195.9% | 168 | +250.0% | 0.01% | +116.7% |
| CNQ | CANADIAN NAT RES LTD | $23,742 | +1.6% | 422 | 0.0% | 0.01% | -31.6% | |
| KLAC | Sell | KLA CORP | $22,796 | +0.2% | 47 | -17.5% | 0.01% | -31.6% |
| LOW | Buy | LOWES COS INC | $22,692 | +131.6% | 101 | +106.1% | 0.01% | +62.5% |
| MTG | Buy | MGIC INVT CORP WIS | $22,295 | +51.7% | 1,412 | +28.9% | 0.01% | +8.3% |
| DJP | BARCLAYS BANK PLCdjubs cmdt etn36 | $22,836 | -3.2% | 747 | 0.0% | 0.01% | -35.0% | |
| AZO | Sell | AUTOZONE INC | $22,440 | -23.9% | 9 | -25.0% | 0.01% | -45.8% |
| CRM | New | SALESFORCE INC | $21,337 | – | 101 | +100.0% | 0.01% | – |
| MS | New | MORGAN STANLEY | $20,329 | – | 238 | +100.0% | 0.01% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $18,826 | – | 192 | +100.0% | 0.01% | – |
| SLV | ISHARES SILVER TRishares | $20,410 | -5.6% | 977 | 0.0% | 0.01% | -38.9% | |
| JBHT | New | HUNT J B TRANS SVCS INC | $18,827 | – | 104 | +100.0% | 0.01% | – |
| BLK | New | BLACKROCK INC | $19,639 | – | 28 | +100.0% | 0.01% | – |
| LLY | Sell | LILLY ELI & CO | $20,221 | +13.2% | 43 | -17.3% | 0.01% | -26.7% |
| NOBL | New | PROSHARES TRs&p 500 dv arist | $18,856 | – | 200 | +100.0% | 0.01% | – |
| CAT | CATERPILLAR INC | $17,224 | +7.5% | 70 | 0.0% | 0.01% | -23.1% | |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $18,016 | +1.2% | 292 | 0.0% | 0.01% | -33.3% | |
| JEF | JEFFERIES FINL GROUP INC | $17,746 | +4.5% | 535 | 0.0% | 0.01% | -28.6% | |
| TGT | New | TARGET CORP | $17,938 | – | 136 | +100.0% | 0.01% | – |
| ORLY | Sell | OREILLY AUTOMOTIVE INC | $16,240 | -13.1% | 17 | -22.7% | 0.01% | -40.0% |
| SO | New | SOUTHERN CO | $16,568 | – | 236 | +100.0% | 0.01% | – |
| FHLC | New | FIDELITY COVINGTON TRUSTmsci hlth care i | $15,174 | – | 240 | +100.0% | 0.01% | – |
| PXF | INVESCO EXCH TRADED FD TR IIftse rafi dev | $16,231 | +2.0% | 361 | 0.0% | 0.01% | -30.8% | |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $16,519 | -12.6% | 42 | -19.2% | 0.01% | -43.8% |
| IPG | INTERPUBLIC GROUP COS INC | $16,165 | +3.6% | 419 | 0.0% | 0.01% | -30.8% | |
| BX | Buy | BLACKSTONE INC | $15,805 | +34.3% | 170 | +26.9% | 0.01% | -10.0% |
| NKE | New | NIKE INCcl b | $15,673 | – | 142 | +100.0% | 0.01% | – |
| SU | SUNCOR ENERGY INC NEW | $16,478 | -5.6% | 562 | 0.0% | 0.01% | -35.7% | |
| IVOL | KRANESHARES TRquadrtc int rt | $15,126 | -9.4% | 735 | 0.0% | 0.01% | -42.9% | |
| FUTY | New | FIDELITY COVINGTON TRUSTmsci utils index | $13,738 | – | 325 | +100.0% | 0.01% | – |
| DE | New | DEERE & CO | $14,992 | – | 37 | +100.0% | 0.01% | – |
| LMT | LOCKHEED MARTIN CORP | $14,732 | -2.6% | 32 | 0.0% | 0.01% | -38.5% | |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $15,016 | +2.0% | 198 | 0.0% | 0.01% | -33.3% | |
| AMGN | AMGEN INC | $14,209 | -8.2% | 64 | 0.0% | 0.01% | -38.5% | |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $12,875 | -65.3% | 97 | -66.2% | 0.01% | -77.4% |
| LINDE PLC | $12,246 | +7.7% | 32 | 0.0% | 0.01% | -22.2% | ||
| FMAT | New | FIDELITY COVINGTON TRUSTmsci matls index | $11,894 | – | 255 | +100.0% | 0.01% | – |
| REGN | Sell | REGENERON PHARMACEUTICALS | $12,215 | -32.4% | 17 | -22.7% | 0.01% | -53.3% |
| FTNT | Sell | FORTINET INC | $12,926 | +11.1% | 171 | -2.3% | 0.01% | -30.0% |
| R | RYDER SYS INC | $13,227 | -5.0% | 156 | 0.0% | 0.01% | -41.7% | |
| VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $12,550 | +2.8% | 180 | 0.0% | 0.01% | -30.0% | |
| EOG | EOG RES INC | $11,787 | -0.2% | 103 | 0.0% | 0.01% | -30.0% | |
| VNQI | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $12,539 | -0.9% | 312 | 0.0% | 0.01% | -30.0% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $11,976 | -3.3% | 183 | 0.0% | 0.01% | -30.0% | |
| CDNS | Sell | CADENCE DESIGN SYSTEM INC | $10,788 | -6.6% | 46 | -16.4% | 0.01% | -40.0% |
| EXPD | New | EXPEDITORS INTL WASH INC | $10,781 | – | 89 | +100.0% | 0.01% | – |
| VNQ | VANGUARD INDEX FDSreal estate etf | $10,863 | +0.6% | 130 | 0.0% | 0.01% | -33.3% | |
| SILJ | ETF MANAGERS TRprime junir slvr | $11,106 | -15.6% | 1,184 | 0.0% | 0.01% | -45.5% | |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $10,269 | -8.1% | 21 | -27.6% | 0.01% | -33.3% |
| ON | ON SEMICONDUCTOR CORP | $9,553 | +14.9% | 101 | 0.0% | 0.01% | -28.6% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $9,444 | +6.1% | 88 | 0.0% | 0.01% | -28.6% | |
| INDA | ISHARES TRmsci india etf | $9,570 | +11.0% | 219 | 0.0% | 0.01% | -28.6% | |
| COP | CONOCOPHILLIPS | $9,636 | +4.4% | 93 | 0.0% | 0.01% | -37.5% | |
| KMB | New | KIMBERLY-CLARK CORP | $8,974 | – | 65 | +100.0% | 0.01% | – |
| EXP | Sell | EAGLE MATLS INC | $9,694 | +3.2% | 52 | -18.8% | 0.01% | -37.5% |
| VRSN | Sell | VERISIGN INC | $9,265 | -12.3% | 41 | -18.0% | 0.01% | -44.4% |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $8,335 | -18.4% | 100 | 0.0% | 0.01% | -37.5% | |
| MRK | New | MERCK & CO INC | $7,201 | – | 62 | +100.0% | 0.00% | – |
| ACN | Sell | ACCENTURE PLC IRELAND | $7,097 | -0.7% | 23 | -8.0% | 0.00% | -33.3% |
| EWA | ISHARES INCmsci aust etf | $7,960 | -1.7% | 353 | 0.0% | 0.00% | -42.9% | |
| HUN | HUNTSMAN CORP | $7,647 | -1.2% | 283 | 0.0% | 0.00% | -33.3% | |
| CIEN | New | CIENA CORP | $6,713 | – | 158 | +100.0% | 0.00% | – |
| APD | New | AIR PRODS & CHEMS INC | $6,328 | – | 21 | +100.0% | 0.00% | – |
| ABT | New | ABBOTT LABS | $6,933 | – | 64 | +100.0% | 0.00% | – |
| EWS | ISHARES INCmsci singpor etf | $7,497 | -6.7% | 405 | 0.0% | 0.00% | -42.9% | |
| A | Sell | AGILENT TECHNOLOGIES INC | $4,810 | -40.1% | 40 | -31.0% | 0.00% | -57.1% |
| SCHP | SCHWAB STRATEGIC TRus tips etf | $4,509 | -2.2% | 86 | 0.0% | 0.00% | -25.0% | |
| New | GE HEALTHCARE TECHNOLOGIES I | $6,177 | – | 76 | +100.0% | 0.00% | – | |
| MOS | New | MOSAIC CO NEW | $5,705 | – | 163 | +100.0% | 0.00% | – |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $5,279 | -16.2% | 15 | -25.0% | 0.00% | -40.0% |
| EWZ | ISHARES INCmsci brazil etf | $4,540 | +18.4% | 140 | 0.0% | 0.00% | 0.0% | |
| ICLN | ISHARES TRgl clean ene etf | $5,520 | -7.0% | 300 | 0.0% | 0.00% | -40.0% | |
| IWN | ISHARES TRrus 2000 val etf | $3,520 | +2.7% | 25 | 0.0% | 0.00% | -33.3% | |
| XOM | EXXON MOBIL CORP | $3,218 | -2.2% | 30 | 0.0% | 0.00% | -33.3% | |
| SNOW | SNOWFLAKE INCcl a | $4,048 | +14.1% | 23 | 0.0% | 0.00% | -33.3% | |
| DHR | Sell | DANAHER CORPORATION | $4,080 | -26.4% | 17 | -22.7% | 0.00% | -60.0% |
| PXH | INVESCO EXCH TRADED FD TR IIftse rafi emng | $1,994 | +1.5% | 107 | 0.0% | 0.00% | -50.0% | |
| PIN | INVESCO INDIA EXCHANGE-TRADEindia etf | $2,302 | +11.5% | 100 | 0.0% | 0.00% | -50.0% | |
| SQ | BLOCK INCcl a | $2,263 | -3.0% | 34 | 0.0% | 0.00% | -50.0% | |
| LIT | GLOBAL X FDSlithium btry etf | $2,146 | +2.3% | 33 | 0.0% | 0.00% | -50.0% | |
| CVX | CHEVRON CORP NEW | $1,574 | -3.6% | 10 | 0.0% | 0.00% | 0.0% | |
| FXI | ISHARES TRchina lg-cap etf | $1,360 | -7.9% | 50 | 0.0% | 0.00% | 0.0% | |
| IEP | ICAHN ENTERPRISES LPdepositary unit | $668 | -43.8% | 23 | 0.0% | 0.00% | -100.0% | |
| MIND MEDICINE MINDMED INC | $21 | +10.5% | 6 | 0.0% | 0.00% | – | ||
| DUK | New | DUKE ENERGY CORP NEW | $222 | – | 2 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-10
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.