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Portfolio (Quarterly) Guide ↗

Beaumont Asset Management, L.L.C.

· CIK 0001798756
13F Portfolio $199M AUM Filed Oct 29, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 68 New
Page 4 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ISHARES TR 10,000.0 $234K 0.12% NEW $23.36
62 VONE VANGUARD SCOTTSDALE FDS 748.0 $226K 0.11% NEW $302.35 +10.2%
63 ALB ALBEMARLE CORP Basic Materials 2,725.0 $221K 0.11% NEW $81.08 +109.7%
64 IBMO ISHARES TR 8,520.0 $219K 0.11% NEW $25.66 -0.2%
65 VO VANGUARD INDEX FDS 734.0 $216K 0.11% NEW $293.74 -73.8%
66 SHYG ISHARES TR 4,789.0 $207K 0.10% NEW $43.30 -2.2%
67 IBMQ ISHARES TR 8,030.0 $206K 0.10% NEW $25.64 -0.7%
68 XOM EXXON MOBIL CORP Energy 1,806.0 $204K 0.10% NEW $112.78 +38.6%
Page 4 of 4  ·  68 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.3%
Financial Services 20.3%
Communication Services 12.7%
Industrials 11.7%
Consumer Cyclical 8.1%
Consumer Defensive 5.4%
Healthcare 5.3%
Real Estate 1.3%
Utilities 1.3%
Basic Materials 0.4%