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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
Page 4 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ALB ALBEMARLE CORP Basic Materials 2,725.0 $368K 0.14% $135.03 -6.5%
62 VXUS VANGUARD STAR FDS 4,126.0 $353K 0.14% +119.0 +3.0% $85.49 +3.4%
63 WISDOMTREE TR 7,806.0 $295K 0.12% NEW $37.81
64 EMR EMERSON ELEC CO Industrials 2,055.0 $294K 0.11% -564.0 -21.5% $143.15 +6.8%
65 TGT TARGET CORP Consumer Defensive 2,194.0 $287K 0.11% -534.0 -19.6% $130.63 +25.9%
66 VBK VANGUARD INDEX FDS 761.0 $278K 0.11% NEW $365.70 -4.4%
67 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,224.0 $274K 0.11% -100.0 -7.5% $223.95 +24.0%
68 BERKSHIRE HATHAWAY INC DEL 518.0 $259K 0.10% -45.0 -8.0% $500.39
69 VO VANGUARD INDEX FDS 3,168.0 $255K 0.10% +2K +331.6% $80.57 +2.1%
70 SHYG ISHARES TR 6,018.0 $255K 0.10% +793.0 +15.2% $42.41 -1.0%
71 VONE VANGUARD SCOTTSDALE FDS 748.0 $253K 0.10% $338.72 +2.9%
72 IBDY ISHARES TR 9,678.0 $249K 0.10% NEW $25.75 -2.3%
73 XOM EXXON MOBIL CORP Energy 1,806.0 $247K 0.10% $136.75 +16.6%
74 AMLP ALPS ETF TR 4,748.0 $246K 0.10% -3K -35.8% $51.85 +7.5%
75 IJR ISHARES TR 1,617.0 $240K 0.09% NEW $148.31 -2.0%
76 IBMO ISHARES TR 8,520.0 $218K 0.09% $25.64 -0.1%
77 ABT ABBOTT LABORATORIES Healthcare 2,344.0 $213K 0.08% -100.0 -4.1% $90.72 +19.4%
78 VGT VANGUARD WORLD FD 1,728.0 $207K 0.08% NEW $119.52 +1.5%
79 IBMQ ISHARES TR 8,030.0 $205K 0.08% $25.58 -0.5%
Page 4 of 4  ·  79 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%