Belmont Capital, LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 6 quarters from 2023-12-31 to 2025-06-30, Belmont Capital, LLC opened 119 positions, added to 150, reduced 118 and sold out of 105.
- Q2 2025: Stock NVDA; Country of operation United States; Class COM; Shares before 698,016.
- Q2 2025: Stock META; Country of operation United States; Class CL A; Shares before 160,887.
- Q2 2025: Stock MSFT; Country of operation United States; Class COM; Shares before 102,327.
- Q2 2025: Stock APO; Country of operation United States; Class COM; Shares before 92,607.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1793367), 6 quarters: Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-12); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2025 | NVDA
NVIDIA CORPORATION | United States | COM | 698,016 | 811,909 | +113,893 | $75,651,004 | $128,273,464 | +$52,622,460 | 2025-08-12 |
|---|
| Q2 2025 | META
META PLATFORMS INC | United States | CL A | 160,887 | 161,092 | +205 | $92,728,831 | $118,900,394 | +$26,171,563 | 2025-08-12 |
|---|
| Q2 2025 | MSFT
MICROSOFT CORP | United States | COM | 102,327 | 104,568 | +2,241 | $38,412,484 | $52,013,307 | +$13,600,823 | 2025-08-12 |
|---|
| Q2 2025 | APO
APOLLO GLOBAL MGMT INC | United States | COM | 92,607 | 162,322 | +69,715 | $12,681,603 | $23,028,622 | +$10,347,019 | 2025-08-12 |
|---|
| Q2 2025 | PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 140,750 | 141,780 | +1,030 | $11,879,300 | $19,327,450 | +$7,448,150 | 2025-08-12 |
|---|
| Q2 2025 | AMZN
AMAZON COM INC | United States | COM | 144,624 | 148,330 | +3,706 | $27,516,162 | $32,542,166 | +$5,026,004 | 2025-08-12 |
|---|
| Q2 2025 | TSLA
TESLA INC | United States | COM | 32,587 | 32,877 | +290 | $8,445,247 | $10,443,708 | +$1,998,461 | 2025-08-12 |
|---|
| Q2 2025 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 49,940 | 52,904 | +2,964 | $7,722,722 | $9,323,226 | +$1,600,504 | 2025-08-12 |
|---|
| Q2 2025 | MMM
3M CO | United States | COM | 7,504 | 16,107 | +8,603 | $1,102,037 | $2,452,130 | +$1,350,093 | 2025-08-12 |
|---|
| Q2 2025 | GOOG
ALPHABET INC | United States | CAP STK CL C | 12,000 | 14,050 | +2,050 | $1,874,760 | $2,492,330 | +$617,570 | 2025-08-12 |
|---|
| Q2 2025 | CRWD
CROWDSTRIKE HLDGS INC | United States | CL A | 1,005 | 1,905 | +900 | $354,343 | $970,236 | +$615,893 | 2025-08-12 |
|---|
| Q2 2025 | NOW
SERVICENOW INC | United States | COM | 1,485 | 1,735 | +250 | $1,182,268 | $1,783,719 | +$601,451 | 2025-08-12 |
|---|
| Q2 2025 | PGR
PROGRESSIVE CORP | United States | COM | 2,049 | 3,449 | +1,400 | $579,887 | $920,400 | +$340,513 | 2025-08-12 |
|---|
| Q2 2025 | V
VISA INC | United States | COM CL A | 2,026 | 2,853 | +827 | $710,032 | $1,012,958 | +$302,926 | 2025-08-12 |
|---|
| Q2 2025 | MA
MASTERCARD INCORPORATED | United States | CL A | 700 | 1,205 | +505 | $383,684 | $677,138 | +$293,454 | 2025-08-12 |
|---|
| Q2 2025 | BAC
BANK AMERICA CORP | United States | COM | 9,514 | 13,514 | +4,000 | $397,019 | $639,482 | +$242,463 | 2025-08-12 |
|---|
| Q2 2025 | ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 1,414 | 2,014 | +600 | $441,225 | $601,964 | +$160,739 | 2025-08-12 |
|---|
| Q2 2025 | JEF
JEFFERIES FINL GROUP INC | United States | COM | 3,863 | 6,405 | +2,542 | $206,945 | $350,294 | +$143,349 | 2025-08-12 |
|---|
| Q2 2025 | CF
CF INDS HLDGS INC | United States | COM | 1,698 | 2,624 | +926 | $132,699 | $241,408 | +$108,709 | 2025-08-12 |
|---|
| Q2 2025 | ABT
ABBOTT LABS | United States | COM | 3,333 | 4,034 | +701 | $442,122 | $548,664 | +$106,542 | 2025-08-12 |
|---|
| Q2 2025 | VICI
VICI PPTYS INC | United States | COM | 5,636 | 6,984 | +1,348 | $183,846 | $227,678 | +$43,832 | 2025-08-12 |
|---|
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