Portfolio (Quarterly) Guide ↗

Beaumont Asset Management, L.L.C.

· CIK 0001798756

13F Portfolio $200M AUM 71 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 6 New 15 Added 22 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	ISHARES TR	—	353,730	$8.9M	4.48%	SOLD
2	KMX	CARMAX INC	Consumer Cyclical	7,384	$331K	0.17%	SOLD
3	—	ISHARES TR	—	10,000	$234K	0.12%	SOLD

Sector Allocation

Technology 30.5%

Financial Services 19.0%

Communication Services 15.5%

Industrials 11.6%

Consumer Cyclical 8.4%

Healthcare 5.9%

Consumer Defensive 5.3%

Real Estate 1.6%

Utilities 1.1%

Basic Materials 0.7%