Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Beaumont Asset Management, L.L.C.

•CIK: 1798756•Filing: Q4 2025

**Beaumont Asset Management, L.L.C.** manages $200M across a diversified portfolio of 71 positions. The fund exhibits a significant allocation to core US equities, highlighted by the $60.0M holding in IVV. Further concentration is evident in MOAT ($22.2M) and GOOGL ($9.2M), suggesting a focus on established, large-cap market leaders. This structure balances broad market exposure with targeted overweighting in key technology and industrial sectors.

Total AUM

$200.1M

QoQ Performance

+0.7%

Positions

54

Top 10 Concentration

65.7%

Latest Filing

Q4 2025

Top Holdings Allocation

IVV

MOAT

IVV30.0%

MOAT11.1%

GOOGL4.6%

MSFT4.4%

SPHQ3.2%

IBDR3.2%

VTV2.4%

VEU2.3%

📈 Biggest Buys

ISHARES TR

+189.0%

2.1% of portfolio

SERVICENOW INC

+398.5%

1.1% of portfolio

SELECT SECTOR SPDR TR

+95.3%

1.2% of portfolio

VANGUARD WORLD FD

+25.7%

1.6% of portfolio

DANAHER CORPORATION

NEW

0.3% of portfolio

📉 Biggest Sells

VANGUARD INDEX FDS

-15.4%

2.4% of portfolio

VANECK ETF TRUST

-2.1%

11.1% of portfolio

MEDTRONIC PLC

-42.8%

0.3% of portfolio

ISHARES TR

-0.2%

30.0% of portfolio

ROCKWELL AUTOMATION INC

-4.4%

0.8% of portfolio

Sector Breakdown

Other45.4%

ETF30.0%

Technology12.1%

Financial5.1%

Consumer4.1%

Healthcare1.4%

Industrial1.1%

Real Estate0.3%

🚪 Exited Positionssold since Q3 2025

ISHARES TR

SOLD

$8.9M

CARMAX INC

SOLD

$331.3K

—

ISHARES TR

SOLD

$233.7K

Changes from Q3 2025

NEW6 new positions

↑19 increased

↓31 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VANECK ETF TRUST

INVESCO EXCHANGE TRADED FD T

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