BELMONT CAPITAL, LLC

PrivateCIK: 1793367
Location

LOS ANGELES, CA

167
Positions
$657.47M
Total AUM (reported)
3.46M
Total Shares

Allocation by class

TOTAL AUM$657.47M167 positions
COM$434.53M66.1%
CL A$141.64M21.5%
TR UNIT$22.73M3.5%
MSCI EAFE ETF$10.28M1.6%
CAP STK CL A$9.32M1.4%
S&P 500 ETF SHS$4.23M0.6%
CL A NEW$4.17M0.6%

Portfolio Concentration

Top 348.9%4–1029.9%11–2511.1%Rest10.1%TOP 1078.8%0%100%
Top 3$321.43M48.9%
4–10$196.80M29.9%
11–25$72.90M11.1%
Rest$66.34M10.1%

Top 3 weight

48.9%

Top 10 weight

78.8%

Voting Authority Distribution

Total shares with voting rights: 3.46M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

3.46M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole167
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings167
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares811.91K
TypeSH
Market value$128.27M
19.51%
Sole
0.00
Shared
0.00
None
811.91K

META PLATFORMS INC

SOLE
CL A
Shares161.09K
TypeSH
Market value$118.90M
18.08%
Sole
0.00
Shared
0.00
None
161.09K

APPLE INC

SOLE
COM
Shares361.94K
TypeSH
Market value$74.26M
11.29%
Sole
0.00
Shared
0.00
None
361.94K

MICROSOFT CORP

SOLE
COM
Shares104.57K
TypeSH
Market value$52.01M
7.91%
Sole
0.00
Shared
0.00
None
104.57K

CENCORA INC

SOLE
COM
Shares109.10K
TypeSH
Market value$32.71M
4.98%
Sole
0.00
Shared
0.00
None
109.10K

AMAZON COM INC

SOLE
COM
Shares148.33K
TypeSH
Market value$32.54M
4.95%
Sole
0.00
Shared
0.00
None
148.33K

APOLLO GLOBAL MGMT INC

SOLE
COM
Shares162.32K
TypeSH
Market value$23.03M
3.50%
Sole
0.00
Shared
0.00
None
162.32K

SPDR S&P 500 ETF TR

SOLE
TR UNIT
Shares36.80K
TypeSH
Market value$22.73M
3.46%
Sole
0.00
Shared
0.00
None
36.80K

PALANTIR TECHNOLOGIES INC

SOLE
CL A
Shares141.78K
TypeSH
Market value$19.33M
2.94%
Sole
0.00
Shared
0.00
None
141.78K

HOME DEPOT INC

SOLE
COM
Shares39.39K
TypeSH
Market value$14.44M
2.20%
Sole
0.00
Shared
0.00
None
39.39K

TESLA INC

SOLE
COM
Shares32.88K
TypeSH
Market value$10.44M
1.59%
Sole
0.00
Shared
0.00
None
32.88K

ISHARES TR

SOLE
MSCI EAFE ETF
Shares115.02K
TypeSH
Market value$10.28M
1.56%
Sole
0.00
Shared
0.00
None
115.02K

ALPHABET INC

SOLE
CAP STK CL A
Shares52.90K
TypeSH
Market value$9.32M
1.42%
Sole
0.00
Shared
0.00
None
52.90K

BOYD GAMING CORP

SOLE
COM
Shares109.88K
TypeSH
Market value$8.60M
1.31%
Sole
0.00
Shared
0.00
None
109.88K

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares7.45K
TypeSH
Market value$4.23M
0.64%
Sole
0.00
Shared
0.00
None
7.45K

MICROSTRATEGY INC

SOLE
CL A NEW
Shares10.30K
TypeSH
Market value$4.17M
0.63%
Sole
0.00
Shared
0.00
None
10.30K

COHERENT CORP

SOLE
COM
Shares45.30K
TypeSH
Market value$4.04M
0.61%
Sole
0.00
Shared
0.00
None
45.30K

JPMORGAN CHASE & CO.

SOLE
COM
Shares11.70K
TypeSH
Market value$3.39M
0.52%
Sole
0.00
Shared
0.00
None
11.70K

BROADCOM INC

SOLE
COM
Shares10.86K
TypeSH
Market value$2.99M
0.46%
Sole
0.00
Shared
0.00
None
10.86K

NOV INC

SOLE
COM
Shares235.08K
TypeSH
Market value$2.92M
0.44%
Sole
0.00
Shared
0.00
None
235.08K

SOFI TECHNOLOGIES INC

SOLE
COM
Shares140K
TypeSH
Market value$2.55M
0.39%
Sole
0.00
Shared
0.00
None
140K

CAVA GROUP INC

SOLE
COM
Shares30K
TypeSH
Market value$2.53M
0.38%
Sole
0.00
Shared
0.00
None
30K

ALPHABET INC

SOLE
CAP STK CL C
Shares14.05K
TypeSH
Market value$2.49M
0.38%
Sole
0.00
Shared
0.00
None
14.05K

ISHARES TR

SOLE
US AER DEF ETF
Shares13.21K
TypeSH
Market value$2.49M
0.38%
Sole
0.00
Shared
0.00
None
13.21K

3M CO

SOLE
COM
Shares16.11K
TypeSH
Market value$2.45M
0.37%
Sole
0.00
Shared
0.00
None
16.11K
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