Equal-WT
WhaleScore 2.0
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Belmont Capital is based out of Los Angeles. Belmont Capital is a large advisory firm with 102 clients and discretionary assets under management (AUM) of $476,562,417 (Form ADV from 2023-03-22). Their last reported 13F filing for Q4 2023 included $234,234,411 in managed 13F securities
and a top 10 holdings concentration of 73.38%. Belmont Capital's largest holding is Meta Platforms Inc with shares held of 133,986. Whalewisdom has at least 17 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
HD Home Depot, Inc. (Th | 5.25% |
RY Royal Bank of Canada | 2.57% |
MSFT Microsoft Corp. | 0.93% |
VTI VANGUARD TOTAL STOCK | 0.69% |
RSG Republic Services In | 0.49% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
AAPL Apple Inc | 2.66% |
AMZN Amazon.com Inc. | 2.5% |
GOOGL Alphabet Inc. Class | 1.13% |
LLY Lilly (Eli) & Co. | 0.78% |
BYD Boyd Gaming Corp. | 0.72% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
META Meta Platforms Inc | 20.25% |
AAPL Apple Inc | 19.41% |
MSFT Microsoft Corp. | 7.31% |
SPY SPDR S&P 500 ETF TRU | 5.42% |
HD Home Depot, Inc. (Th | 5.4% |
2023-12-31
13F Activity
Market Value | $234m, Prior: $185m |
New Purchases | 11 stocks |
Added To | 31 stocks |
Sold out of | 14 stocks |
Reduced holdings in | 18 stocks |
Top 10 Holdings % | 73.38% |
Turnover %[1] | 14.97% |
Turnover Alt %[2] | 5.66% |
Time Held Top 20 | 5.65 quarters |
Time Held Top 10 | 8.4 quarters |
Time Held All | 6.77 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31