Beaumont Capital Management, LLC Portfolio Holdings

Beaumont Capital Management, LLC

  • $134 Million
  • Q1 2025

Beaumont Capital Management, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $134 Million distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Aggregate Bond with a value of $14.3M, Vanguard Ftse Developed Market with a value of $6.19M, Financial Sector Spdr with a value of $5.4M, Invesco Actively Managed ETF F with a value of $5.36M, and Utilities Sector Spdr with a value of $5.21M.

Examining the 13F form we can see an increase of $4.87M in the current position value, from $130M to 134M.

Beaumont Capital Management, LLC is based out at Boston, MA

Below you can find more details about Beaumont Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $134 Million
ETFs: $127 Million
Financial Services: $1.85 Million
Real Estate: $1.84 Million
Consumer Cyclical: $1.1 Million
Technology: $776,000
Basic Materials: $625,000
Consumer Defensive: $524,000
Utilities: $336,000
Other: $98,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$71.9B
$1.84 Million 1.37% of portfolio
2,258
Q1 2025 New
$195B
$524,000 0.39% of portfolio
3,500
Q1 2025 New
$143B
$399,000 0.3% of portfolio
1,413
Q1 2025 New
$26B
$336,000 0.25% of portfolio
2,280
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $134 Million
  • Prior Value $130 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 26 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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