Beaumont Asset Management, L.L.C. has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $150 Million distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $37.9M, Vaneck Morningstar Wide Moat E with a value of $24.7M, Microsoft Corp with a value of $7.45M, Vanguard Value ETF with a value of $6.56M, and Alphabet Inc. with a value of $4.95M.

Examining the 13F form we can see an increase of $8.4M in the current position value, from $142M to 150M.

Below you can find more details about Beaumont Asset Management, L.L.C. portfolio as well as his latest detailed transactions.

Portfolio value $150 Million
ETFs: $97.8 Million
Technology: $17.2 Million
Financial Services: $7.95 Million
Industrials: $6.36 Million
Communication Services: $5.59 Million
Consumer Defensive: $4.93 Million
Consumer Cyclical: $4.19 Million
Healthcare: $3.78 Million
Other: $2.52 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 64
  • Current Value $150 Million
  • Prior Value $142 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 13, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 6 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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