StockDriftsStockDriftsTop 50 Beaumont Asset Management, L.L.C. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 28.83% | 99.1K | $74.2M | +6.14%(+5.74K) | $426.04(+82.83%) | 2026-06-30 | |
| MOAT | VANECK ETF TRUST | 7.24% | 179.3K | $18.6M | -3.88%(-7.23K) | $58.57(+94.03%) | 2026-06-30 | |
| PULS | PGIM ETF TR | 6.94% | 360.5K | $17.9M | +215.32%(+246.17K) | $49.59(+0.10%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.19% | 30.2K | $10.8M | +1.69%(+501) | $84.48(+308.03%) | 2026-06-30 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 2.95% | 84.3K | $7.6M | -0.59%(-500) | $59.88(+46.68%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 2.94% | 90.3K | $7.6M | +8.69%(+7.22K) | $67.45(+27.71%) | 2026-06-30 | |
| XSD | SPDR SERIES TRUST | 2.77% | 11.4K | $7.1M | +0.57%(+65) | $121.96(+346.28%) | 2026-06-30 | |
| VUSB | VANGUARD BD INDEX FDS | 2.57% | 133.0K | $6.6M | +3.18%(+4.10K) | $49.81(-0.18%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.42% | 16.7K | $6.2M | -0.43%(-73) | $186.79(+160.22%) | 2026-06-30 | |
| IBDW | ISHARES TR | 2.24% | 276.4K | $5.8M | +7.62%(+19.57K) | $20.99(-1.69%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.91% | +55.73% | +8.86% | +52.91% |
| Top 20 Holdings Unweighted | +17.81% | +63.52% | +9.18% | +55.16% |
Beaumont Asset Management, L.L.C. reports $257.43M in US-listed equity holdings across 79 positions in its most recent 13F filing. Its largest disclosed positions are IVV (28.8%), MOAT (7.2%) and PULS (6.9%). The top 20 holdings account for 78.3% of reported assets. Its disclosed equity book has returned +55.73% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Beaumont Asset Management, L.L.C.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1798756). View Beaumont Asset Management, L.L.C.’s 13F filings on SEC