Belmont Capital, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2025-03-31 to 2025-06-30, Belmont Capital, LLC opened 4 positions, added to 21, reduced 10, sold out of 3 and left 95 unchanged. The largest increase in value was NVDA (+$52,622,460); the largest decrease was AAPL (-$27,778,799).
- NVDA: Country of operation United States; Class COM; Shares 2025-03-31 698,016; Shares 2025-06-30 811,909.
- META: Country of operation United States; Class CL A; Shares 2025-03-31 160,887; Shares 2025-06-30 161,092.
- MSFT: Country of operation United States; Class COM; Shares 2025-03-31 102,327; Shares 2025-06-30 104,568.
- APO: Country of operation United States; Class COM; Shares 2025-03-31 92,607; Shares 2025-06-30 162,322.
Two Form 13F-HR filings compared (SEC CIK 1793367): 2025-03-31 (filed 2025-05-15) and 2025-06-30 (filed 2025-08-12). 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; share change is the position change.
| Stock | Country of operation | Class | Shares 2025-03-31 | Shares 2025-06-30 | Share change | Value 2025-03-31 | Value 2025-06-30 | Value change |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 698,016 | 811,909 | +113,893 | $75,651,004 | $128,273,464 | +$52,622,460 |
|---|
META
META PLATFORMS INC | United States | CL A | 160,887 | 161,092 | +205 | $92,728,831 | $118,900,394 | +$26,171,563 |
|---|
MSFT
MICROSOFT CORP | United States | COM | 102,327 | 104,568 | +2,241 | $38,412,484 | $52,013,307 | +$13,600,823 |
|---|
APO
APOLLO GLOBAL MGMT INC | United States | COM | 92,607 | 162,322 | +69,715 | $12,681,603 | $23,028,622 | +$10,347,019 |
|---|
PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 140,750 | 141,780 | +1,030 | $11,879,300 | $19,327,450 | +$7,448,150 |
|---|
AMZN
AMAZON COM INC | United States | COM | 144,624 | 148,330 | +3,706 | $27,516,162 | $32,542,166 | +$5,026,004 |
|---|
TSLA
TESLA INC | United States | COM | 32,587 | 32,877 | +290 | $8,445,247 | $10,443,708 | +$1,998,461 |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 49,940 | 52,904 | +2,964 | $7,722,722 | $9,323,226 | +$1,600,504 |
|---|
MMM
3M CO | United States | COM | 7,504 | 16,107 | +8,603 | $1,102,037 | $2,452,130 | +$1,350,093 |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 12,000 | 14,050 | +2,050 | $1,874,760 | $2,492,330 | +$617,570 |
|---|
CRWD
CROWDSTRIKE HLDGS INC | United States | CL A | 1,005 | 1,905 | +900 | $354,343 | $970,236 | +$615,893 |
|---|
NOW
SERVICENOW INC | United States | COM | 1,485 | 1,735 | +250 | $1,182,268 | $1,783,719 | +$601,451 |
|---|
PGR
PROGRESSIVE CORP | United States | COM | 2,049 | 3,449 | +1,400 | $579,887 | $920,400 | +$340,513 |
|---|
V
VISA INC | United States | COM CL A | 2,026 | 2,853 | +827 | $710,032 | $1,012,958 | +$302,926 |
|---|
MA
MASTERCARD INCORPORATED | United States | CL A | 700 | 1,205 | +505 | $383,684 | $677,138 | +$293,454 |
|---|
BAC
BANK AMERICA CORP | United States | COM | 9,514 | 13,514 | +4,000 | $397,019 | $639,482 | +$242,463 |
|---|
ACN
ACCENTURE PLC IRELAND | | SHS CLASS A | 1,414 | 2,014 | +600 | $441,225 | $601,964 | +$160,739 |
|---|
JEF
JEFFERIES FINL GROUP INC | United States | COM | 3,863 | 6,405 | +2,542 | $206,945 | $350,294 | +$143,349 |
|---|
CF
CF INDS HLDGS INC | United States | COM | 1,698 | 2,624 | +926 | $132,699 | $241,408 | +$108,709 |
|---|
ABT
ABBOTT LABS | United States | COM | 3,333 | 4,034 | +701 | $442,122 | $548,664 | +$106,542 |
|---|
VICI
VICI PPTYS INC | United States | COM | 5,636 | 6,984 | +1,348 | $183,846 | $227,678 | +$43,832 |
|---|
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