Fund Update: Belmont Capital, LLC Just Disclosed New Holdings

Belmont Capital, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-05-15 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 650 shares of $CAT (~$212,063). This was a increase of ~928.57% from their previous position.
• An increase of 2,051 shares of $AMT (~$458,094). This was a increase of ~594.49% from their previous position.
• A decrease of 86,520 shares of $BAC (~$3,823,675). This was a increase of ~-90.09% from their previous position.
• A decrease of 5,728 shares of $GILD (~$456,592). This was a increase of ~-60.86% from their previous position.
• An increase of 876 shares of $COST (~$834,405). This was a increase of ~438.00% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Belmont Capital, LLC for more details.