Beaumont Asset Management, L.L.C.
Filing Date
Global Rank
#6,283
/ 8,232
▲ 220
Top Industry
Internet Content & Information
14.7%
3Y Alpha vs SPY
-3.2%
Period ended 2 months ago
Filed Apr 21, 2026 · 54d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+62.5%
SPY
+76.3%
Annualised alpha
-3.2%
Max drawdown
−20.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
42 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
14.7%
−0.7 pts
Top 5
42.8%
−4.8 pts
Top 10
59.9%
−6.1 pts
HHI
564
Diversified−122
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 26.5% | $15,395,018 |
| Financial Services | 21.2% | $12,281,559 |
| Communication Services | 14.7% | $8,543,120 |
| Industrials | 10.6% | $6,136,850 |
| Consumer Cyclical | 8.7% | $5,035,932 |
| Consumer Defensive | 6.5% | $3,772,683 |
| Healthcare | 6.1% | $3,547,358 |
| Real Estate | 2.0% | $1,167,825 |
| Basic Materials | 1.9% | $1,120,817 |
| Utilities | 1.3% | $733,552 |
| Energy | 0.5% | $306,405 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
24 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CMG | Chipotle Mexican Grill Inc | +7,403 | 17,885 | $572,498 | |
| VICI | Vici Properties Inc. | +6,405 | 16,626 | $454,222 | |
| AAPL | Apple Inc. | +3,742 | 6,200 | $1,573,498 | |
| CLX | Clorox Co /De/ | +3,215 | 7,254 | $751,732 | |
| AMZN | Amazon Com Inc | +1,466 | 21,431 | $4,463,434 | |
| GEHC | GE HealthCare Technologies Inc. | +995 | 8,149 | $580,045 | |
| OTIS | Otis Worldwide Corp | +964 | 5,234 | $403,436 | |
| NOW | ServiceNow, Inc. | +816 | 15,197 | $1,588,846 | |
| AXP | American Express Co | +735 | 5,533 | $1,673,621 | |
| MDT | Medtronic plc | +551 | 6,297 | $545,635 | |
| DHR | Danaher Corp /De/ | +440 | 3,240 | $614,304 | |
| GOOGL | Alphabet Inc. | +430 | 29,709 | $8,543,120 | |
| BX | Blackstone Inc. | +383 | 7,787 | $895,427 | |
| SO | Southern Co | +348 | 7,600 | $733,552 | |
| UBER | Uber Technologies, Inc | +206 | 10,118 | $727,787 | |
| AVGO | Broadcom Inc. | +146 | 9,296 | $2,877,204 | |
| BLK | BlackRock, Inc. | +131 | 2,622 | $2,521,603 | |
| LMT | Lockheed Martin Corp | +80 | 2,960 | $1,788,994 | |
| MRK | Merck & Co., Inc. | +73 | 8,090 | $973,146 | |
| RTX | RTX Corp | +39 | 4,837 | $933,057 | |
| JPM | Jpmorgan Chase & Co | +29 | 5,027 | $1,478,742 | |
| O | Realty Income Corp | +18 | 11,664 | $713,603 | |
| GS | Goldman Sachs Group Inc | +13 | 2,657 | $2,247,795 | |
| MA | Mastercard Inc | +8 | 2,582 | $1,290,122 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GD | General Dynamics Corp | −2,073 | 3,695 | $1,268,197 | |
| CRM | Salesforce, Inc. | −1,257 | 6,240 | $1,164,820 | |
| TCBX | Third Coast Bancshares, Inc. | −1,250 | 6,044 | $228,644 | |
| MSFT | Microsoft Corp | −1,218 | 16,795 | $6,217,005 | |
| EMR | Emerson Electric Co | −564 | 2,055 | $269,246 | |
| TGT | Target Corp | −534 | 2,194 | $265,912 | |
| ADP | Automatic Data Processing Inc | −100 | 1,224 | $248,692 | |
| TXN | Texas Instruments Inc | −100 | 2,745 | $532,914 | |
| ABT | Abbott Laboratories | −100 | 2,344 | $240,658 | |
| WMT | Walmart Inc. | −61 | 22,168 | $2,755,039 | |
| ROK | Rockwell Automation, Inc | −14 | 4,107 | $1,473,920 | |
| BRK-B | Berkshire Hathaway Inc | −2 | 561 | $268,831 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
42 positions ·
$58,041,119 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TCBX |
Third Coast Bancshares, Inc.
Financial Services
|
Reduced | 6,044 | $228,644 | 0.39% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 2,344 | $240,658 | 0.41% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 1,224 | $248,692 | 0.43% | |
| TGT |
Target Corp
Consumer Defensive
|
Reduced | 2,194 | $265,912 | 0.46% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 561 | $268,831 | 0.46% | |
| EMR |
Emerson Electric Co
Industrials
|
Reduced | 2,055 | $269,246 | 0.46% | |
| XOM |
Exxon Mobil Corp
Energy
|
Held | 1,806 | $306,405 | 0.53% | |
| OTIS |
Otis Worldwide Corp
Industrials
|
Added | 5,234 | $403,436 | 0.70% | |
| VICI |
Vici Properties Inc.
Real Estate
|
Added | 16,626 | $454,222 | 0.78% | |
| NVDA |
Nvidia Corp
Technology
|
NEW | 2,662 | $464,252 | 0.80% | |
| ALB |
Albemarle Corp
Basic Materials
|
Held | 2,725 | $489,219 | 0.84% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 2,745 | $532,914 | 0.92% | |
| MDT |
Medtronic plc
Healthcare
|
Added | 6,297 | $545,635 | 0.94% | |
| CMG |
Chipotle Mexican Grill Inc
Consumer Cyclical
|
Added | 17,885 | $572,498 | 0.99% | |
| GEHC |
GE HealthCare Technologies Inc.
Healthcare
|
Added | 8,149 | $580,045 | 1.00% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 1,687 | $593,570 | 1.02% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Added | 3,240 | $614,304 | 1.06% | |
| LIN |
Linde PLC
Basic Materials
|
NEW | 1,274 | $631,598 | 1.09% | |
| O |
Realty Income Corp
Real Estate
|
Added | 11,664 | $713,603 | 1.23% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 10,118 | $727,787 | 1.25% | |
| SO |
Southern Co
Utilities
|
Added | 7,600 | $733,552 | 1.26% | |
| CLX |
Clorox Co /De/
Consumer Defensive
|
Added | 7,254 | $751,732 | 1.30% | |
| BX |
Blackstone Inc.
Financial Services
|
Added | 7,787 | $895,427 | 1.54% | |
| RTX |
RTX Corp
Industrials
|
Added | 4,837 | $933,057 | 1.61% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 8,090 | $973,146 | 1.68% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 6,240 | $1,164,820 | 2.01% | |
| GD |
General Dynamics Corp
Industrials
|
Reduced | 3,695 | $1,268,197 | 2.18% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 2,582 | $1,290,122 | 2.22% | |
| ROK |
Rockwell Automation, Inc
Industrials
|
Reduced | 4,107 | $1,473,920 | 2.54% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 5,027 | $1,478,742 | 2.55% | |
| AAPL |
Apple Inc.
Technology
|
Added | 6,200 | $1,573,498 | 2.71% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 15,197 | $1,588,846 | 2.74% | |
| AXP |
American Express Co
Financial Services
|
Added | 5,533 | $1,673,621 | 2.88% | |
| STEL |
Stellar Bancorp, Inc.
Financial Services
|
NEW | 45,801 | $1,676,774 | 2.89% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 2,960 | $1,788,994 | 3.08% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 2,657 | $2,247,795 | 3.87% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 2,622 | $2,521,603 | 4.34% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 22,168 | $2,755,039 | 4.75% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 9,296 | $2,877,204 | 4.96% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 21,431 | $4,463,434 | 7.69% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 16,795 | $6,217,005 | 10.71% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 29,709 | $8,543,120 | 14.72% |