Institutions / Beaumont Asset Management, L.L.C.
Beaumont Asset Management, L.L.C.
CIK 1798756 · Institution · as of Dec 31, 2025
Portfolio value
$200.11M
Positions
71
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 71 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $60.02M | 30.0% |
| VanEck ETF Trust | $22.23M | 11.1% |
| Alphabet Inc. | $9.16M | 4.6% |
| Microsoft Corp | $8.71M | 4.4% |
| Invesco Exchange Traded Fd T | $6.46M | 3.2% |
| iShares Tr | $6.41M | 3.2% |
| Vanguard Index Fds | $4.84M | 2.4% |
| Vanguard Intl Equity Index F | $4.68M | 2.3% |
| Amazon.com, Inc. | $4.61M | 2.3% |
| Vanguard Index Fds | $4.35M | 2.2% |
| iShares Tr | $4.27M | 2.1% |
| SPDR Series Trust | $3.64M | 1.8% |
| Vanguard World Fd | $3.23M | 1.6% |
| Broadcom Inc. | $3.17M | 1.6% |
| BlackRock, Inc. | $2.67M | 1.3% |
| Walmart Inc. | $2.48M | 1.2% |
| iShares Tr | $2.43M | 1.2% |
| Vanguard Index Fds | $2.38M | 1.2% |
| Select Sector SPDR Tr | $2.33M | 1.2% |
| The Goldman Sachs Group, Inc. | $2.32M | 1.2% |
| ServiceNow Inc | $2.20M | 1.1% |
| Salesforce, Inc. | $1.99M | 1.0% |
| General Dynamics Corp | $1.94M | 1.0% |
| Janus Detroit Str Tr | $1.78M | 0.9% |
| American Express Co | $1.78M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.