StockDriftsStockDriftsTop 50 Beaumont Asset Management, L.L.C. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 27.45% | 93.4K | $61.0M | +6.55%(+5.74K) | $409.71(+82.02%) | 2026-03-31 | |
| MOAT | VANECK ETF TRUST | 8.12% | 186.5K | $18.0M | -13.11%(-28.13K) | $59.05(+68.44%) | 2026-03-31 | |
| IBDR | ISHARES TR | 5.19% | 476.0K | $11.5M | +79.95%(+211.49K) | $24.17(+0.17%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.85% | 29.7K | $8.5M | +1.47%(+430) | $80.59(+399.60%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 2.93% | 129.0K | $6.5M | +267.41%(+93.90K) | $50.55(+0.17%) | 2026-03-31 | |
| VUSB | VANGUARD BD INDEX FDS | 2.89% | 128.9K | $6.4M | new | $49.81(-0.23%) | 2026-03-31 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 2.87% | 84.8K | $6.4M | -1.46%(-1.26K) | $59.88(+37.59%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 2.81% | 83.1K | $6.2M | +30.66%(+19.50K) | $66.52(+24.72%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.8% | 16.8K | $6.2M | -6.76%(-1.22K) | $186.79(+116.93%) | 2026-03-31 | |
| PULS | PGIM ETF TR | 2.55% | 114.3K | $5.7M | +1058.61%(+104.46K) | $49.57(+0.11%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.52% | +50.19% |
| Top 20 Holdings Unweighted | +16.09% | +56.46% |
Sign up free to track Beaumont Asset Management, L.L.C., compare funds side by side, and get alerts the moment positions change.