StockDriftsStockDriftsTop 50 Beaumont Asset Management L L C Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 28.2% | 106.5K | $81.6M | +7.51%(+7.45K) | $449.20(+71.42%) | 2026-09-30 | |
| PULS | PGIM ETF TR | 7.55% | 441.5K | $21.8M | +22.46%(+80.98K) | $49.58(-0.01%) | 2026-09-30 | |
| MOAT | VANECK ETF TRUST | 6.57% | 179.7K | $19.0M | +0.23%(+410) | $58.67(+88.30%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 3.59% | 30.2K | $10.4M | -0.06%(-17) | $84.48(+307.40%) | 2026-09-30 | |
| JAAA | JANUS DETROIT STR TR | 3.52% | 201.7K | $10.2M | +93.20%(+97.32K) | $50.51(+0.15%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.07% | 17.3K | $8.9M | +3.70%(+619) | $195.93(+172.30%) | 2026-09-30 | |
| IBDS | ISHARES TR | 3.05% | 366.0K | $8.8M | new | $24.17(-0.25%) | 2026-09-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 2.53% | 88.3K | $7.3M | -2.20%(-1.99K) | $67.45(+20.63%) | 2026-09-30 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 2.45% | 84.2K | $7.1M | -0.16%(-134) | $59.88(+40.73%) | 2026-09-30 | |
| IBDT | ISHARES TR | 2.2% | 254.6K | $6.4M | new | $25.10(-0.58%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.82% | +63.54% | +8.98% | +53.70% |
| Top 20 Holdings Unweighted | +19.82% | +72.02% | +9.21% | +55.34% |
Beaumont Asset Management L L C reports $289.34M in US-listed equity holdings across 80 positions in its most recent 13F filing. Its largest disclosed positions are IVV (28.2%), PULS (7.5%) and MOAT (6.6%). The top 20 holdings account for 78.96% of reported assets. Its disclosed equity book has returned +63.54% on a three-year cumulative basis. Figures reflect the Q3 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