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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MICRON TECHNOLOGY INC

MU|595112103

Shares:—

Value:$564.8K

% of Portfolio:0.1% ($564.8K/$556.9M)

CONOCOPHILLIPS

COP|20825C104

Shares:—

Value:$562.8K

% of Portfolio:0.1% ($562.8K/$556.9M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:—

Value:$561.1K

% of Portfolio:0.1% ($561.1K/$556.9M)

Enpro Inc.

NPO|29355X107

Shares:—

Value:$539.9K

% of Portfolio:0.1% ($539.9K/$556.9M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:—

Value:$521.4K

% of Portfolio:0.1% ($521.4K/$556.9M)

PFIZER INC

PFE|717081103

Shares:—

Value:$492.6K

% of Portfolio:0.1% ($492.6K/$556.9M)

RTX Corp

RTX|75513E101

Shares:—

Value:$490.2K

% of Portfolio:0.1% ($490.2K/$556.9M)

ADOBE INC.

ADBE|00724F101

Shares:—

Value:$483.2K

% of Portfolio:0.1% ($483.2K/$556.9M)

Mondelez International, Inc.

MDLZ|609207105

Shares:—

Value:$479.8K

% of Portfolio:0.1% ($479.8K/$556.9M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:—

Value:$476.5K

% of Portfolio:0.1% ($476.5K/$556.9M)

46137V472

Shares:—

Value:$474.9K

% of Portfolio:0.1% ($474.9K/$556.9M)

COMCAST CORP

CMCSA|20030N101

Shares:—

Value:$461.2K

% of Portfolio:0.1% ($461.2K/$556.9M)

ABBOTT LABORATORIES

ABT|002824100

Shares:—

Value:$442.1K

% of Portfolio:0.1% ($442.1K/$556.9M)

Accenture plc

ACN|G1151C101

Shares:—

Value:$441.2K

% of Portfolio:0.1% ($441.2K/$556.9M)

UNION PACIFIC CORP

UNP|907818108

Shares:—

Value:$434.3K

% of Portfolio:0.1% ($434.3K/$556.9M)

Monster Beverage Corp

MNST|61174X109

Shares:—

Value:$424.9K

% of Portfolio:0.1% ($424.9K/$556.9M)

Arcturus Therapeutics Holdings Inc.

ARCT|03969T109

Shares:—

Value:$423.6K

% of Portfolio:0.1% ($423.6K/$556.9M)

American Water Works Company, Inc.

AWK|030420103

Shares:—

Value:$422.2K

% of Portfolio:0.1% ($422.2K/$556.9M)

CSX CORP

CSX|126408103

Shares:—

Value:$420.6K

% of Portfolio:0.1% ($420.6K/$556.9M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:—

Value:$412.8K

% of Portfolio:0.1% ($412.8K/$556.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICRON TECHNOLOGY INC(MUcusip595112103)	—	QoQ NEW YoY NEW	All Managers (Combined)	$564.8K	0.1% ($564.8K/$556.9M)	QoQ NEW(+$564.8K) YoY NEW(+$564.8K)
CONOCOPHILLIPS(COPcusip20825C104)	—	QoQ - YoY -	All Managers (Combined)	$562.8K	0.1% ($562.8K/$556.9M)	QoQ +6.57% (+$34.7K) YoY +327.02% (+$431.0K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	—	QoQ NEW YoY -	All Managers (Combined)	$561.1K	0.1% ($561.1K/$556.9M)	QoQ NEW(+$561.1K) YoY +206.67% (+$378.2K)
Enpro Inc.(NPOcusip29355X107)	—	QoQ - YoY NEW	All Managers (Combined)	$539.9K	0.1% ($539.9K/$556.9M)	QoQ -6.18% (-$35.6K) YoY NEW(+$539.9K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	—	QoQ - YoY -	All Managers (Combined)	$521.4K	0.1% ($521.4K/$556.9M)	QoQ +723.96% (+$458.1K) YoY +664.81% (+$453.2K)
PFIZER INC(PFEcusip717081103)	—	QoQ - YoY -	All Managers (Combined)	$492.6K	0.1% ($492.6K/$556.9M)	QoQ +64.32% (+$192.8K) YoY -57.89% (-$677.3K)
RTX Corp(RTXcusip75513E101)	—	QoQ NEW YoY -	All Managers (Combined)	$490.2K	0.1% ($490.2K/$556.9M)	QoQ NEW(+$490.2K) YoY +260662.76% (+$490.0K)
ADOBE INC.(ADBEcusip00724F101)	—	QoQ NEW YoY -	All Managers (Combined)	$483.2K	0.1% ($483.2K/$556.9M)	QoQ NEW(+$483.2K) YoY +1230.12% (+$446.9K)
Mondelez International, Inc.(MDLZcusip609207105)	—	QoQ NEW YoY -	All Managers (Combined)	$479.8K	0.1% ($479.8K/$556.9M)	QoQ NEW(+$479.8K) YoY -36.57% (-$276.7K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	—	QoQ - YoY -	All Managers (Combined)	$476.5K	0.1% ($476.5K/$556.9M)	QoQ +1.41% (+$6.6K) YoY +74.72% (+$203.8K)
(cusip46137V472)✕	—	QoQ NEW YoY NEW	All Managers (Combined)	$474.9K	0.1% ($474.9K/$556.9M)	QoQ NEW(+$474.9K) YoY NEW(+$474.9K)
COMCAST CORP(CMCSAcusip20030N101)	—	QoQ - YoY -	All Managers (Combined)	$461.2K	0.1% ($461.2K/$556.9M)	QoQ +65.01% (+$181.7K) YoY -18.22% (-$102.8K)
ABBOTT LABORATORIES(ABTcusip002824100)	—	QoQ - YoY -	All Managers (Combined)	$442.1K	0.1% ($442.1K/$556.9M)	QoQ +145.37% (+$261.9K) YoY -22.20% (-$126.2K)
Accenture plc(ACNcusipG1151C101)	—	QoQ NEW YoY -	All Managers (Combined)	$441.2K	0.1% ($441.2K/$556.9M)	QoQ NEW(+$441.2K) YoY +3082.52% (+$427.4K)
UNION PACIFIC CORP(UNPcusip907818108)	—	QoQ - YoY -	All Managers (Combined)	$434.3K	0.1% ($434.3K/$556.9M)	QoQ +184.97% (+$281.9K) YoY +131.72% (+$246.9K)
Monster Beverage Corp(MNSTcusip61174X109)	—	QoQ NEW YoY NEW	All Managers (Combined)	$424.9K	0.1% ($424.9K/$556.9M)	QoQ NEW(+$424.9K) YoY NEW(+$424.9K)
Arcturus Therapeutics Holdings Inc.(ARCTcusip03969T109)	—	QoQ - YoY -	All Managers (Combined)	$423.6K	0.1% ($423.6K/$556.9M)	QoQ -37.59% (-$255.2K) YoY -68.64% (-$927.2K)
American Water Works Company, Inc.(AWKcusip030420103)	—	QoQ - YoY -	All Managers (Combined)	$422.2K	0.1% ($422.2K/$556.9M)	QoQ +18.49% (+$65.9K) YoY +19.78% (+$69.7K)
CSX CORP(CSXcusip126408103)	—	QoQ NEW YoY NEW	All Managers (Combined)	$420.6K	0.1% ($420.6K/$556.9M)	QoQ NEW(+$420.6K) YoY NEW(+$420.6K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	—	QoQ - YoY -	All Managers (Combined)	$412.8K	0.1% ($412.8K/$556.9M)	QoQ -52.51% (-$456.6K) YoY +52.96% (+$142.9K)