Belmont Capital

Latest statistics and disclosures from Belmont Capital's latest quarterly 13F-HR filing:

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Positions held by Belmont Capital consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Belmont Capital

Companies in the Belmont Capital portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Facebook Cl A (FB) 55.8 $45M 152k 294.53
Spdr S&p 500 Etf Tr Tr Unit (SPY) 14.1 $11M -8% 29k 396.33
Ishares Tr Msci Eafe Etf (EFA) 12.6 $10M 133k 75.87
Apple (AAPL) 10.0 $8.0M +25% 66k 122.15
Ross Stores (ROST) 1.2 $952k 7.9k 119.90
Ishares Tr Msci Acwi Etf (ACWI) 1.0 $773k -14% 8.1k 95.17
Merck & Co (MRK) 0.8 $673k -19% 8.7k 77.04
Starbucks Corporation (SBUX) 0.8 $643k 5.9k 109.35
Lam Research Corporation (LRCX) 0.6 $487k NEW 818.00 595.35
Zoom Video Communications In Cl A (ZM) 0.5 $420k -99% 1.3k 321.59
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $418k -10% 4.9k 84.70
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $175k -13% 846.00 206.86
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $134k 1.4k 97.10
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $89k 819.00 108.67

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Spdr Gold Tr Gold Shs (GLD) 0.1 $85k +10% 529.00 160.68
American Tower Reit (AMT) 0.1 $82k 345.00 237.68
Ishares Tr Tips Bd Etf (TIP) 0.1 $68k 540.00 125.93
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $65k 266.00 244.36
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $60k 997.00 60.18
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $53k 350.00 151.43
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $53k +5% 2.2k 24.17
Eaton Vance Senior Floating Rate Fund (EFR) 0.1 $52k 3.8k 13.66
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.1 $51k +69% 1.5k 34.30
Ishares Msci Emrg Chn (EMXC) 0.1 $49k 822.00 59.61
Ishares Tr Msci India Etf (INDA) 0.1 $45k 1.1k 42.61
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $41k +66% 838.00 48.93
Home Depot (HD) 0.0 $40k 130.00 307.69
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $38k 150.00 253.33
Invesco Db Multi-sector Comm Agriculture Fd (DBA) 0.0 $38k 2.3k 16.85
Procter & Gamble Company (PG) 0.0 $37k 275.00 134.55
Ishares Silver Tr Ishares (SLV) 0.0 $33k +4% 1.4k 22.77
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $26k 334.00 77.84
Aberdeen Std Platinum Etf Tr Physcl Platm Shs (PPLT) 0.0 $25k NEW 224.00 111.61
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $23k 100.00 230.00
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $23k +32% 379.00 60.69
Etf Managers Tr Prime Junir Slvr (SILJ) 0.0 $23k +4% 1.6k 14.45
Alphabet Cap Stk Cl A (GOOGL) 0.0 $21k 10.00 2100.00
Alphabet Cap Stk Cl C (GOOG) 0.0 $21k 10.00 2100.00
Barclays Bank Djubs Cmdt Etn36 (DJP) 0.0 $18k 747.00 24.10
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $18k 292.00 61.64
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.0 $17k 361.00 47.09
Johnson & Johnson (JNJ) 0.0 $16k 100.00 160.00
Caterpillar (CAT) 0.0 $16k 70.00 228.57
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $15k 277.00 54.15
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.0 $13k 160.00 81.25
Invesco Db Multi-sector Comm Base Metals Fd (DBB) 0.0 $12k -8% 628.00 19.11
Vanguard World Fds Materials Etf (VAW) 0.0 $12k +42% 67.00 179.10
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $12k 130.00 92.31
Ishares Msci Singpor Etf (EWS) 0.0 $8.0k 355.00 22.54
Ishares Msci Aust Etf (EWA) 0.0 $6.0k 253.00 23.72
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $4.0k 25.00 160.00
Global X Fds Lithium Btry Etf (LIT) 0.0 $2.0k 33.00 60.61
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.0 $2.0k 107.00 18.69
Ishares Tr China Lg-cap Etf (FXI) 0.0 $2.0k 50.00 40.00
Select Sector Spdr Tr Energy (XLE) 0.0 $2.0k 40.00 50.00
Ishares Msci Brazil Etf (EWZ) 0.0 $2.0k 50.00 40.00
Invesco India Exchange-trade India Etf (PIN) 0.0 $2.0k 100.00 20.00

Past Filings by Belmont Capital

SEC 13F filings are viewable for Belmont Capital going back to 2019