Beaumont Capital Management, LLC Portfolio Holdings

Beaumont Capital Management, LLC

  • $146 Million
  • Q2 2025

Beaumont Capital Management, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $146 Million distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Aggregate Bond with a value of $14.8M, Vanguard Ftse Developed Market with a value of $8.11M, Technology Sector Spdr with a value of $6.56M, Select Sector Spdr Tr Communic with a value of $6.46M, and Industrial Sector Spdr with a value of $6.23M.

Examining the 13F form we can see an increase of $11.4M in the current position value, from $134M to 146M.

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 $146 Million
ETFs: $146 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $146 Million
  • Prior Value $134 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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