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Portfolio (Quarterly) Guide ↗

Beaumont Financial Advisors, LLC

· CIK 0001957394
13F Portfolio $1.5B AUM 371 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 25 New 102 Added 141 Reduced 48 Exited
Page 6 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BBDC BARINGS BDC INC COM Financial Services 17,628.0 $162K 0.01% +495.0 +2.9% $9.18 -7.3%
102 BLUE OWL CAPITAL CORPORATION COM 10,885.0 $135K 0.01% +307.0 +2.9% $12.43
Page 6 of 6  ·  102 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 28.0%
Financial Services 23.5%
Communication Services 15.6%
Consumer Cyclical 15.0%
Healthcare 6.4%
Consumer Defensive 4.1%
Industrials 3.9%
Utilities 1.8%
Energy 1.4%
Basic Materials 0.2%