Read this manager's filing book
Disclosed positions
Belmont Capital, LLC: source evidence dated 2025-08-13T03:59:59.999Z.
- Issuer
- NVIDIA CORPORATION
- Ticker
- NVDA
- Class
- COM
- Reported value
- $128,273,464
- Reported amount
- 811,909
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001793367-25-000004Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
| NVIDIA CORPORATION | NVDA | COM | $128,273,464 | 811,909 | SH | None |
| META PLATFORMS INC | META | CL A | $118,900,394 | 161,092 | SH | None |
| APPLE INC | AAPL | COM | $74,258,327 | 361,936 | SH | None |
| MICROSOFT CORP | MSFT | COM | $52,013,307 | 104,568 | SH | None |
| CENCORA INC | COR | COM | $32,713,635 | 109,100 | SH | None |
| AMAZON COM INC | AMZN | COM | $32,542,166 | 148,330 | SH | None |
| APOLLO GLOBAL MGMT INC | APO | COM | $23,028,622 | 162,322 | SH | None |
| SPDR S&P 500 ETF TR | SPY | TR UNIT | $22,734,409 | 36,796 | SH | None |
| PALANTIR TECHNOLOGIES INC | PLTR | CL A | $19,327,450 | 141,780 | SH | None |
| HOME DEPOT INC | HD | COM | $14,443,548 | 39,394 | SH | None |
| TESLA INC | TSLA | COM | $10,443,708 | 32,877 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $10,281,906 | 115,023 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $9,323,226 | 52,904 | SH | None |
| BOYD GAMING CORP | BYD | COM | $8,596,147 | 109,883 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $4,231,255 | 7,449 | SH | None |
| MICROSTRATEGY INC | MSTR | CL A NEW | $4,165,186 | 10,304 | SH | None |
| COHERENT CORP | COHR | COM | $4,041,213 | 45,300 | SH | None |
| JPMORGAN CHASE & CO. | JPM | COM | $3,393,107 | 11,704 | SH | None |
| BROADCOM INC | AVGO | COM | $2,993,383 | 10,859 | SH | None |
| NOV INC | NOV | COM | $2,922,057 | 235,081 | SH | None |
| SOFI TECHNOLOGIES INC | SOFI | COM | $2,549,400 | 140,000 | SH | None |
| CAVA GROUP INC | CAVA | COM | $2,526,900 | 30,000 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $2,492,330 | 14,050 | SH | None |
| ISHARES TR | ITA | US AER DEF ETF | $2,490,991 | 13,205 | SH | None |
| 3M CO | MMM | COM | $2,452,130 | 16,107 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $2,431,440 | 8,000 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $2,130,101 | 4,385 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $1,916,949 | 3,475 | SH | None |
| KLA CORP | KLAC | COM NEW | $1,791,480 | 2,000 | SH | None |
| UNITEDHEALTH GROUP INC | UNH | COM | $1,786,997 | 5,728 | SH | None |
| SERVICENOW INC | NOW | COM | $1,783,719 | 1,735 | SH | None |
| REPUBLIC SVCS INC | RSG | COM | $1,726,270 | 7,000 | SH | None |
| VANGUARD ADMIRAL FDS INC | VIOO | SMLLCP 600 IDX | $1,624,843 | 16,051 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $1,618,425 | 7,500 | SH | None |
| INTERCONTINENTAL EXCHANGE IN | ICE | COM | $1,480,786 | 8,071 | SH | None |
| MOTOROLA SOLUTIONS INC | MSI | COM NEW | $1,300,903 | 3,094 | SH | None |
| AFFIRM HLDGS INC | AFRM | COM CL A | $1,244,520 | 18,000 | SH | None |
| COSTCO WHSL CORP NEW | COST | COM | $1,065,175 | 1,076 | SH | None |
| VISA INC | V | COM CL A | $1,012,958 | 2,853 | SH | None |
| HCA HEALTHCARE INC | HCA | COM | $1,003,722 | 2,620 | SH | None |
| US FOODS HLDG CORP | USFD | COM | $974,177 | 12,650 | SH | None |
| CROWDSTRIKE HLDGS INC | CRWD | CL A | $970,236 | 1,905 | SH | None |
| PROGRESSIVE CORP | PGR | COM | $920,400 | 3,449 | SH | None |
| EATON CORP PLC | ETN | SHS | $897,473 | 2,514 | SH | None |
| TRANE TECHNOLOGIES PLC | TT | SHS | $880,069 | 2,012 | SH | None |
| TARGA RES CORP | TRGP | COM | $870,400 | 5,000 | SH | None |
| NEW YORK TIMES CO | NYT | CL A | $841,547 | 15,033 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $801,125 | 6,500 | SH | None |
| CHEVRON CORP NEW | CVX | COM | $797,711 | 5,571 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $732,280 | 4,000 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.