Beaumont Asset Management, L.L.C.
Beaumont Asset Management, L.L.C. reported 79 positions worth $257.4M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: IVV (28.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $74.2M | 28.83% | 99,101 | — | — | |
| ▸ 2 | MOAT | SH | $18.6M | 7.24% | 179,283 | — | — | |
| ▸ 3 | PULS | SH | $17.9M | 6.94% | 360,506 | — | — | |
| ▸ 4 | GOOGL | SH | $10.8M | 4.19% | 30,210 | — | — | |
| ▸ 5 | SPHQ | SH | $7.6M | 2.95% | 84,339 | — | — | |
| ▸ 6 | VEU | SH | $7.6M | 2.94% | 90,297 | — | — | |
| ▸ 7 | XSD | SH | $7.1M | 2.77% | 11,434 | — | — | |
| ▸ 8 | VUSB | SH | $6.6M | 2.57% | 132,982 | — | — | |
| ▸ 9 | MSFT | SH | $6.2M | 2.42% | 16,722 | — | — | |
| ▸ 10 | IBDW | SH | $5.8M | 2.24% | 276,416 | — | — |
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Frequently Asked Questions
What stocks does Beaumont Asset Management, L.L.C. hold as of Q2 2026?
Beaumont Asset Management, L.L.C. reported 79 positions worth $257.4M in its Q2 2026 13F filing. Largest positions: IVV (28.8%), MOAT (7.2%), PULS (6.9%), GOOGL (4.2%) and SPHQ (3.0%).
What did Beaumont Asset Management, L.L.C. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Beaumont Asset Management, L.L.C. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.