Portfolio (Quarterly) Guide ↗

Beaumont Asset Management, L.L.C.

· CIK 0001798756

13F Portfolio $257M AUM 79 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 12 New 34 Added 21 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CLX	CLOROX CO DEL	Consumer Defensive	4,039	$407K	0.20%	SOLD
2	CMG	CHIPOTLE MEXICAN GRILL INC	Consumer Cyclical	10,482	$388K	0.19%	SOLD
3	OTIS	OTIS WORLDWIDE CORP	Industrials	4,270	$373K	0.19%	SOLD
4	TCBX	THIRD COAST BANCSHARES INC	Financial Services	7,294	$277K	0.14%	SOLD

Sector Allocation

Technology 27.7%

Financial Services 20.5%

Communication Services 16.9%

Industrials 10.5%

Consumer Cyclical 9.5%

Healthcare 5.4%

Consumer Defensive 4.4%

Real Estate 1.9%

Basic Materials 1.6%

Utilities 1.1%