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
#IssuerValueShares
1ISHARES TR$61M93,364
2VANECK ETF TRUST$18M186,512
3ISHARES TR$12M476,015
4ALPHABET INC$9M29,709
5JANUS DETROIT STR TR$6M129,015
6VANGUARD BD INDEX FDS$6M128,881
7INVESCO EXCHANGE TRADED FD T$6M84,839
8VANGUARD INTL EQUITY INDEX F$6M83,081
9MICROSOFT CORP$6M16,795
10PGIM ETF TR$6M114,332
11ISHARES TR$5M256,851
12VANGUARD INDEX FDS$5M24,737
13AMAZON COM INC$4M21,431
14VANGUARD INDEX FDS$4M20,159
15SPDR SERIES TRUST$4M11,369
16SELECT SECTOR SPDR TR$3M52,818
17BROADCOM INC$3M9,296
18WALMART INC$3M22,168
19BLACKROCK INC$3M2,622
20ISHARES TR$2M106,225
21VANGUARD WORLD FD$2M6,651
22ISHARES TR$2M111,603
23ISHARES TR$2M7,084
24GOLDMAN SACHS GROUP INC$2M2,657
25VANGUARD INDEX FDS$2M7,002
26LOCKHEED MARTIN CORP$2M2,960
27STELLAR BANCORP INC$2M45,801
28AMERICAN EXPRESS CO$2M5,533
29SERVICENOW INC$2M15,197
30APPLE INC$2M6,200
31JPMORGAN CHASE & CO$1M5,027
32ROCKWELL AUTOMATION INC$1M4,107
33ISHARES TR$1M10,015
34MASTERCARD INCORPORATED$1M2,582
35GENERAL DYNAMICS CORP$1M3,695
36SALESFORCE INC$1M6,240
37ISHARES TR$1M2,791
38MERCK & CO INC$973k8,090
39VANGUARD ADMIRAL FDS INC$935k4,588
40RTX CORPORATION$933k4,837
41BLACKSTONE INC$895k7,787
42FIRST TR EXCHANGE-TRADED FD$788k12,569
43SELECT SECTOR SPDR TR$780k15,793
44ISHARES TR$759k8,379
45CLOROX CO DEL$752k7,254
46SOUTHERN CO$734k7,600
47UBER TECHNOLOGIES INC$728k10,118
48REALTY INCOME CORP$714k11,664
49VANGUARD WORLD FD$659k1,835
50LINDE PLC$632k1,274
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.