Belmont-Capital

AI_NATIVE detailed information: This accession holds the following tickers:[
  "DJP",
  "GDX",
  null,
  null,
  "ALSN",
  "NPO",
  "MU",
  "ACN",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "BABA",
  "JEF",
  "GOOGL",
  "PXF",
  "ARCT",
  "AFRM",
  "T",
  "CAT",
  "AVGO",
  "LOW",
  "BYD",
  "HRB",
  "EBAY",
  "EOG",
  "MNMD",
  "GILD",
  "HON",
  "HD",
  "MCD",
  "UNP",
  "QCOM",
  "ISRG",
  null,
  "HWM",
  "ITW",
  "INGR",
  "AMAT",
  "ICE",
  "META",
  null,
  null,
  null,
  "WDFC",
  "MRVL",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "NVS",
  "KLAC",
  "ORCL",
  "DASH",
  null,
  "IWF",
  "PYPL",
  "PEP",
  null,
  "PGR",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "NYT",
  "ROK",
  null,
  "NOW",
  "SHOP",
  "RTX",
  "GLD",
  null,
  null,
  null,
  "AMT",
  "RSG",
  "IBM",
  "SBUX",
  "TMO",
  "TYL",
  "UPS",
  "MNST",
  null,
  "PRF",
  null,
  "TRGP",
  "SU",
  "IWN",
  null,
  null,
  null,
  "TT",
  "GPK",
  "R",
  "MTG",
  "USFD",
  "DECK",
  null,
  "NVO",
  "AMZN",
  "MSI",
  "HCA",
  "VEU",
  "VGT",
  null,
  "VXUS",
  "BND",
  "VT",
  "VOO",
  "V",
  "VST",
  "VICI",
  "WFC",
  "YUM",
  "CNQ",
  "SOFI",
  "NDSN",
  "NOV",
  "CRM",
  null,
  null,
  null,
  "ALLY",
  "ADP",
  "BALL",
  "BAC",
  "BRK-B",
  "BJ",
  "BAM.TO",
  "CE",
  "CAVA",
  "CF",
  "CVX",
  "CSCO",
  "KO",
  "CMA",
  "COHR",
  "COIN",
  "CMCSA",
  "COP",
  "COST",
  "CRWD",
  "CSX",
  "EFA",
  "ADI",
  "NKE",
  "QQQ",
  "IWM",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "AWK",
  "APO",
  "MO",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 170
Total Value: 556877941
Accession Number: 0001793367-25-000003
Form Type: 13F-HR
CIK: belmont-capital
Manager Name: Belmont-Capital

Data Enrichment

87% identified

148 identified22 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

170 positions • $556.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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CAVA GROUP, INC.

CAVA|148929102

Shares:—

Value:$2.6M

% of Portfolio:0.5% ($2.6M/$556.9M)

922908769

VTI|922908769

Shares:—

Value:$2.3M

% of Portfolio:0.4% ($2.3M/$556.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:—

Value:$2.3M

% of Portfolio:0.4% ($2.3M/$556.9M)

464288760

Shares:—

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$556.9M)

Alphabet Inc.

GOOG|02079K107

Shares:—

Value:$1.9M

% of Portfolio:0.3% ($1.9M/$556.9M)

Broadcom Inc.

AVGO|11135F101

Shares:—

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$556.9M)

Salesforce, Inc.

CRM|79466L302

Shares:—

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$556.9M)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:—

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$556.9M)

SoFi Technologies, Inc.

SOFI|83406F102

Shares:—

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$556.9M)

921932828

Shares:—

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$556.9M)

464287655

IWM|464287655

Shares:—

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$556.9M)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:—

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$556.9M)

KLA CORP

KLAC|482480100

Shares:—

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$556.9M)

Motorola Solutions, Inc.

MSI|620076307

Shares:—

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$556.9M)

ServiceNow, Inc.

NOW|81762P102

Shares:—

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$556.9M)

3M CO

MMM|88579Y101

Shares:—

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$556.9M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:—

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$556.9M)

Targa Resources Corp.

TRGP|87612G101

Shares:—

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$556.9M)

CHEVRON CORP

CVX|166764100

Shares:—

Value:$932.0K

% of Portfolio:0.2% ($932.0K/$556.9M)

Marvell Technology, Inc.

MRVL|573874104

Shares:—

Value:$923.5K

% of Portfolio:0.2% ($923.5K/$556.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CAVA GROUP, INC.(CAVAcusip148929102)	—	QoQ - YoY -	All Managers (Combined)	$2.6M	0.5% ($2.6M/$556.9M)	QoQ -23.39% (-$791.7K) YoY +23.35% (+$490.8K)
(VTIcusip922908769)	—	QoQ - YoY -	All Managers (Combined)	$2.3M	0.4% ($2.3M/$556.9M)	QoQ -5.16% (-$127.4K) YoY +17.33% (+$345.4K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	—	QoQ - YoY -	All Managers (Combined)	$2.3M	0.4% ($2.3M/$556.9M)	QoQ +125.47% (+$1.3M) YoY +154.39% (+$1.4M)
(cusip464288760)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$2.0M	0.4% ($2.0M/$556.9M)	QoQ NEW(+$2.0M) YoY NEW(+$2.0M)
Alphabet Inc.(GOOGcusip02079K107)	—	QoQ - YoY -	All Managers (Combined)	$1.9M	0.3% ($1.9M/$556.9M)	QoQ +54.27% (+$659.6K) YoY +243.93% (+$1.3M)
Broadcom Inc.(AVGOcusip11135F101)	—	QoQ - YoY -	All Managers (Combined)	$1.8M	0.3% ($1.8M/$556.9M)	QoQ -32.48% (-$874.7K) YoY +204.47% (+$1.2M)
Salesforce, Inc.(CRMcusip79466L302)	—	QoQ - YoY -	All Managers (Combined)	$1.8M	0.3% ($1.8M/$556.9M)	QoQ +5.47% (+$91.5K) YoY +2856.57% (+$1.7M)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	—	QoQ - YoY -	All Managers (Combined)	$1.7M	0.3% ($1.7M/$556.9M)	QoQ +20.36% (+$286.9K) YoY +26.49% (+$355.0K)
SoFi Technologies, Inc.(SOFIcusip83406F102)	—	QoQ - YoY -	All Managers (Combined)	$1.6M	0.3% ($1.6M/$556.9M)	QoQ -56.37% (-$2.1M) YoY -7.96% (-$141.0K)
(cusip921932828)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$1.5M	0.3% ($1.5M/$556.9M)	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
(IWMcusip464287655)	—	QoQ - YoY -	All Managers (Combined)	$1.5M	0.3% ($1.5M/$556.9M)	QoQ -9.71% (-$161.0K) YoY +16838.46% (+$1.5M)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	—	QoQ NEW YoY NEW	All Managers (Combined)	$1.4M	0.3% ($1.4M/$556.9M)	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)
KLA CORP(KLACcusip482480100)	—	QoQ - YoY NEW	All Managers (Combined)	$1.4M	0.2% ($1.4M/$556.9M)	QoQ +7.88% (+$99.4K) YoY NEW(+$1.4M)
Motorola Solutions, Inc.(MSIcusip620076307)	—	QoQ NEW YoY NEW	All Managers (Combined)	$1.4M	0.2% ($1.4M/$556.9M)	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)
ServiceNow, Inc.(NOWcusip81762P102)	—	QoQ - YoY NEW	All Managers (Combined)	$1.2M	0.2% ($1.2M/$556.9M)	QoQ -24.90% (-$392.0K) YoY NEW(+$1.2M)
3M CO(MMMcusip88579Y101)	—	QoQ - YoY -	All Managers (Combined)	$1.1M	0.2% ($1.1M/$556.9M)	QoQ +432.56% (+$895.1K) YoY +233.53% (+$771.6K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	—	QoQ - YoY -	All Managers (Combined)	$1.0M	0.2% ($1.0M/$556.9M)	QoQ +455.32% (+$834.4K) YoY +681.46% (+$887.4K)
Targa Resources Corp.(TRGPcusip87612G101)	—	QoQ - YoY NEW	All Managers (Combined)	$1.0M	0.2% ($1.0M/$556.9M)	QoQ +12.30% (+$109.8K) YoY NEW(+$1.0M)
CHEVRON CORP(CVXcusip166764100)	—	QoQ - YoY -	All Managers (Combined)	$932.0K	0.2% ($932.0K/$556.9M)	QoQ +15.49% (+$125.1K) YoY -56.46% (-$1.2M)
Marvell Technology, Inc.(MRVLcusip573874104)	—	QoQ - YoY NEW	All Managers (Combined)	$923.5K	0.2% ($923.5K/$556.9M)	QoQ -44.25% (-$733.2K) YoY NEW(+$923.5K)