Beaumont Asset Management, L.L.C.: 13F holdings
CIK 17987562026Q2
| Positions | 79 |
|---|---|
| Reported value | $257.4m |
| Filed | 2026-07-22 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 99,101 | $74.2m | 28.8% |
| MOAT VANECK ETF TRUST | 179,283 | $18.6m | 7.2% |
| PULS PGIM ETF TR | 360,506 | $17.9m | 6.9% |
| GOOGL ALPHABET INC | 30,210 | $10.8m | 4.2% |
| SPHQ INVESCO EXCHANGE TRADED FD T | 84,339 | $7.6m | 3.0% |
| VEU VANGUARD INTL EQUITY INDEX F | 90,297 | $7.6m | 2.9% |
| XSD SPDR SERIES TRUST | 11,434 | $7.1m | 2.8% |
| VUSB VANGUARD BD INDEX FDS | 132,982 | $6.6m | 2.6% |
| MSFT MICROSOFT CORP | 16,722 | $6.2m | 2.4% |
| ISHARES TR | 276,416 | $5.8m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1798756")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.