Stock Taper 
BELMONT CAPITAL, LLC
Latest 13F filing data - Q2 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MGIC Investment Corporation | MTG | 15.12K | $420.83K |
 The New York Times Company | NYT | 15.03K | $841.55K |
 CSX Corporation | CSX | 14.29K | $466.31K |
 Alphabet Inc. | GOOG | 14.05K | $2.49M |
 Bank of America Corporation | BAC | 13.51K | $639.48K |
 US Foods Holding Corp. | USFD | 12.65K | $974.18K |
 Comcast Corporation | CMCSA | 12.5K | $446.04K |
 JPMorgan Chase & Co. | JPM | 11.7K | $3.39M |
 Intel Corp. | INTC | 11.66K | $261.09K |
 Broadcom Inc. | AVGO | 10.86K | $2.99M |
 Strategy Inc | MSTR | 10.3K | $4.17M |
 Cisco Systems, Inc. | CSCO | 9.09K | $630.87K |
 Intercontinental Exchange, Inc. | ICE | 8.07K | $1.48M |
 Canadian Natural Resources Limited | CNQ | 7.59K | $238.4K |
 Monster Beverage Corporation | MNST | 7.26K | $454.77K |
 Mondelez International, Inc. | MDLZ | 7.07K | $476.94K |
 United Parcel Service, Inc. | UPS | 7K | $706.58K |
 Republic Services, Inc. | RSG | 7K | $1.73M |
 VICI Properties Inc. | VICI | 6.98K | $227.68K |
 Wells Fargo & Company | WFC | 6.64K | $531.81K |