Universe · entity
Beaumont Asset Management, L.L.C.
Institutional manager (13F) · CIK 1798756
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $213M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $61M | 93,364 |
| 2 | VANECK ETF TRUST | $18M | 186,512 |
| 3 | ISHARES TR | $12M | 476,015 |
| 4 | ALPHABET INC | $9M | 29,709 |
| 5 | JANUS DETROIT STR TR | $6M | 129,015 |
| 6 | VANGUARD BD INDEX FDS | $6M | 128,881 |
| 7 | INVESCO EXCHANGE TRADED FD T | $6M | 84,839 |
| 8 | VANGUARD INTL EQUITY INDEX F | $6M | 83,081 |
| 9 | MICROSOFT CORP | $6M | 16,795 |
| 10 | PGIM ETF TR | $6M | 114,332 |
| 11 | ISHARES TR | $5M | 256,851 |
| 12 | VANGUARD INDEX FDS | $5M | 24,737 |
| 13 | AMAZON COM INC | $4M | 21,431 |
| 14 | VANGUARD INDEX FDS | $4M | 20,159 |
| 15 | SPDR SERIES TRUST | $4M | 11,369 |
| 16 | SELECT SECTOR SPDR TR | $3M | 52,818 |
| 17 | BROADCOM INC | $3M | 9,296 |
| 18 | WALMART INC | $3M | 22,168 |
| 19 | BLACKROCK INC | $3M | 2,622 |
| 20 | ISHARES TR | $2M | 106,225 |
| 21 | VANGUARD WORLD FD | $2M | 6,651 |
| 22 | ISHARES TR | $2M | 111,603 |
| 23 | ISHARES TR | $2M | 7,084 |
| 24 | GOLDMAN SACHS GROUP INC | $2M | 2,657 |
| 25 | VANGUARD INDEX FDS | $2M | 7,002 |
| 26 | LOCKHEED MARTIN CORP | $2M | 2,960 |
| 27 | STELLAR BANCORP INC | $2M | 45,801 |
| 28 | AMERICAN EXPRESS CO | $2M | 5,533 |
| 29 | SERVICENOW INC | $2M | 15,197 |
| 30 | APPLE INC | $2M | 6,200 |
| 31 | JPMORGAN CHASE & CO | $1M | 5,027 |
| 32 | ROCKWELL AUTOMATION INC | $1M | 4,107 |
| 33 | ISHARES TR | $1M | 10,015 |
| 34 | MASTERCARD INCORPORATED | $1M | 2,582 |
| 35 | GENERAL DYNAMICS CORP | $1M | 3,695 |
| 36 | SALESFORCE INC | $1M | 6,240 |
| 37 | ISHARES TR | $1M | 2,791 |
| 38 | MERCK & CO INC | $973k | 8,090 |
| 39 | VANGUARD ADMIRAL FDS INC | $935k | 4,588 |
| 40 | RTX CORPORATION | $933k | 4,837 |
| 41 | BLACKSTONE INC | $895k | 7,787 |
| 42 | FIRST TR EXCHANGE-TRADED FD | $788k | 12,569 |
| 43 | SELECT SECTOR SPDR TR | $780k | 15,793 |
| 44 | ISHARES TR | $759k | 8,379 |
| 45 | CLOROX CO DEL | $752k | 7,254 |
| 46 | SOUTHERN CO | $734k | 7,600 |
| 47 | UBER TECHNOLOGIES INC | $728k | 10,118 |
| 48 | REALTY INCOME CORP | $714k | 11,664 |
| 49 | VANGUARD WORLD FD | $659k | 1,835 |
| 50 | LINDE PLC | $632k | 1,274 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.