Beaumont Financial Advisors, LLC

CIK

1957394

Location

NEEDHAM, MA

Portfolio Value

Small $671,399,242

Diversification

Diversified

Filing Date

Global Rank

#2,217 / 8,603 ▼ 42 · as of Mar 2026

Top Industry

Internet Content & Information 14.1%

3Y Alpha vs SPY

-2.4%

Period ended 3 months ago

Filed May 5, 2026 · 2mo

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+65.8%

SPY

+76.5%

Annualised alpha

-2.5%

Max drawdown

−17.5%

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

186 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.7%

−0.1 pts

Top 5

35.0%

−1.9 pts

Top 10

54.6%

−1.8 pts

HHI

400

Diversified−25

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.9%	$180,516,935	39
Financial Services	15.7%	$105,461,634	36
Consumer Cyclical	14.9%	$100,130,797	10
Communication Services	13.2%	$88,533,962	8
Unclassified	9.6%	$64,628,597	15
Healthcare	7.8%	$52,473,996	19
Consumer Defensive	4.6%	$30,566,814	12
Industrials	4.0%	$27,031,871	24
Utilities	2.0%	$13,501,027	8
Energy	0.9%	$6,072,812	8
Basic Materials	0.2%	$1,466,246	4
Real Estate	0.2%	$1,014,551	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BTC	Grayscale Bitcoin Mini Trust ETF	+47,943	146,947	$4,406,940
ABT	Abbott Laboratories	+45,634	69,183	$7,103,018
CRM	Salesforce, Inc.	+30,452	32,050	$5,982,773
G	Genpact LTD	+15,310	97,358	$3,626,585
NEE	Nextera Energy Inc	+1,725	36,890	$3,426,343
PNNT	Pennantpark Investment Corp	+1,191	28,396	$127,498
TMO	Thermo Fisher Scientific Inc.	+1,002	3,067	$1,507,522
P	Everpure, Inc.	+969	5,391	$318,284
WCN	Waste Connections, Inc.	+870	32,940	$5,350,773
NVDA	Nvidia Corp	+826	206,305	$35,979,592
MSFT	Microsoft Corp	+607	108,959	$40,333,353
SNOW	Snowflake Inc.	+606	1,918	$289,272
BBDC	Barings BDC, Inc.	+557	18,185	$149,662
HTGC	Hercules Capital, Inc.	+394	13,239	$195,540
GBDC	GOLUB CAPITAL BDC, Inc.	+326	16,807	$212,776
OBDC	Blue Owl Capital Corp	+321	11,206	$123,938
DKS	Dick's Sporting Goods, Inc.	+310	78,939	$15,652,814
UNP	Union Pacific Corp	+305	3,699	$897,451
CIEN	Ciena Corp	+291	1,582	$614,179
HODL	VanEck Bitcoin ETF	+280	14,588	$279,506
SBUX	Starbucks Corp	+266	4,672	$418,564
KO	Coca Cola Co	+244	25,410	$1,932,430
DIA	Spdr Dow Jones Industrial Average ETF Trust	+227	3,044	$1,409,950
COST	Costco Wholesale Corp /New	+226	3,286	$3,274,268
ARCC	Ares Capital Corp	+223	12,540	$225,970
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PSLV	Sprott Physical Silver Trust	−31,725	103,153	$2,515,901
CEF	Sprott Physical Gold & Silver Trust	−21,819	564,984	$26,961,036
GLDM	World Gold Trust	−18,522	77,062	$7,142,876
GBTC	Grayscale Bitcoin Trust ETF	−12,733	258,734	$13,650,805
BCSF	Bain Capital Specialty Finance, Inc.	−10,209	39,379	$488,299
GOOGL	Alphabet Inc.	−7,781	214,731	$61,748,046
PHYS	Sprott Physical Gold Trust	−6,956	176,322	$6,248,851
EBC	Eastern Bankshares, Inc.	−5,639	86,966	$1,701,054
LRCX	Lam Research Corp	−4,557	16,327	$3,488,426
AAPL	Apple Inc.	−4,338	256,931	$65,206,518
CVX	Chevron Corp	−3,147	20,084	$4,155,379
JNJ	Johnson & Johnson	−3,093	115,122	$28,140,421
FBTC	Fidelity Wise Origin Bitcoin Fund	−2,902	445,303	$26,286,236
LOW	Lowes Companies Inc	−2,880	86,528	$20,444,835
AMZN	Amazon Com Inc	−2,225	152,476	$31,756,176
AVGO	Broadcom Inc.	−2,217	11,445	$3,542,341
PM	Philip Morris International Inc.	−1,950	19,495	$3,223,303
BAC	Bank Of America Corp /De/	−1,512	71,648	$3,492,840
PEP	Pepsico Inc	−1,484	97,483	$15,138,135
INTC	Intel Corp	−1,360	16,292	$718,965
TJX	Tjx Companies Inc /De/	−1,347	32,003	$5,110,879
IBM	International Business Machines Corp	−1,294	6,863	$1,663,522
DIS	Walt Disney Co	−1,286	12,739	$1,227,784
WMT	Walmart Inc.	−1,105	17,570	$2,183,599
AEP	American Electric Power Co Inc	−1,044	59,099	$7,746,696
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
STZ	Constellation Brands, Inc.	1,918	$287,700
MAR	Marriott International Inc /Md/	803	$262,637
VZ	Verizon Communications Inc	4,962	$249,092
GILD	Gilead Sciences, Inc.	1,687	$235,117
MRVL	Marvell Technology, Inc.	2,350	$232,767
TPL	Texas Pacific Land Corp	487	$231,110
LHX	L3harris Technologies, Inc. /De/	607	$209,506
OKE	Oneok Inc /New/	2,314	$209,162
CCAP	Crescent Capital BDC, Inc.	10,448	$126,943
CGBD	Carlyle Secured Lending, Inc.	10,030	$109,728
No positions match the current search.

Sold Out

Positions the filer fully exited

19 positions

Ticker	Company	Shares	Value
BP	Bp PLC	90,501	$3,143,099
FDX	Fedex Corp	2,551	$593,780
BLK	BlackRock, Inc.	289	$309,328
ADBE	Adobe Inc.	824	$288,391
ARES	Ares Management Corp	1,755	$283,660
U	Unity Software Inc.	6,200	$273,854
DASH	DoorDash, Inc.	1,165	$263,849
MKC	Mccormick & Co Inc	3,546	$241,518
PFE	Pfizer Inc	9,436	$234,956
FICO	Fair Isaac Corp	138	$233,305
AZO	Autozone Inc	68	$230,622
PLNT	Planet Fitness, Inc.	2,064	$223,882
PAYX	Paychex Inc	1,990	$223,238
APP	AppLovin Corp	310	$208,884
GDLC	Grayscale CoinDesk Crypto 5 ETF	5,019	$207,400
ETHE	Grayscale Ethereum Staking ETF	8,319	$202,734
NUE	Nucor Corp	1,238	$201,930
DECK	Deckers Outdoor Corp	1,941	$201,223
MFM	Aberdeen Municipal Income Fund	11,253	$61,103
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

186 positions · $671,399,242 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

Showing 1–50 of 186 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	256,931	-4,338	$65,206,518	−8.2%	9.71%
GOOGL	Alphabet Inc. Communication Services	Reduced	214,731	-7,781	$61,748,046	−11.3%	9.20%
MSFT	Microsoft Corp Technology	Added	108,959	+607	$40,333,353	−23.0%	6.01%
NVDA	Nvidia Corp Technology	Added	206,305	+826	$35,979,592	−6.1%	5.36%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	152,476	-2,225	$31,756,176	−11.1%	4.73%
JNJ	Johnson & Johnson Healthcare	Reduced	115,122	-3,093	$28,140,421	+15.0%	4.19%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	56,695	-532	$27,168,244	−5.6%	4.05%
CEF	Sprott Physical Gold & Silver Trust Financial Services	Reduced	564,984	-21,819	$26,961,036	+0.3%	4.02%
FBTC	Fidelity Wise Origin Bitcoin Fund	Reduced	445,303	-2,902	$26,286,236	−23.1%	3.92%
META	Meta Platforms, Inc. Communication Services	Reduced	40,100	-529	$22,942,413	−14.5%	3.42%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	73,379	-908	$22,805,459	+0.4%	3.40%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	86,528	-2,880	$20,444,835	−5.2%	3.05%
V	Visa Inc. Financial Services	Reduced	62,705	-84	$18,951,959	−13.9%	2.82%
DKS	Dick's Sporting Goods, Inc. Consumer Cyclical	Added	78,939	+310	$15,652,814	+0.6%	2.33%
PEP	Pepsico Inc Consumer Defensive	Reduced	97,483	-1,484	$15,138,135	+6.6%	2.25%
GBTC	Grayscale Bitcoin Trust ETF	Reduced	258,734	-12,733	$13,650,805	−26.4%	2.03%
AEP	American Electric Power Co Inc Utilities	Reduced	59,099	-1,044	$7,746,696	+11.7%	1.15%
GLDM	World Gold Trust	Reduced	77,062	-18,522	$7,142,876	−12.5%	1.06%
ABT	Abbott Laboratories Healthcare	Added	69,183	+45,634	$7,103,018	+140.7%	1.06%
PHYS	Sprott Physical Gold Trust Financial Services	Reduced	176,322	-6,956	$6,248,851	+3.3%	0.93%
CRM	Salesforce, Inc. Technology	Added	32,050	+30,452	$5,982,773	+1313.3%	0.89%
WCN	Waste Connections, Inc. Industrials	Added	32,940	+870	$5,350,773	−4.9%	0.80%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	32,003	-1,347	$5,110,879	−0.2%	0.76%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	15,976	-795	$4,699,500	−13.0%	0.70%
BTC	Grayscale Bitcoin Mini Trust ETF	Added	146,947	+47,943	$4,406,940	+14.9%	0.66%
LLY	ELI LILLY & Co Healthcare	Reduced	4,681	-20	$4,305,443	−14.8%	0.64%
CVX	Chevron Corp Energy	Reduced	20,084	-3,147	$4,155,379	+17.4%	0.62%
G	Genpact LTD Technology	Added	97,358	+15,310	$3,626,585	−5.5%	0.54%
AVGO	Broadcom Inc. Technology	Reduced	11,445	-2,217	$3,542,341	−25.1%	0.53%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	71,648	-1,512	$3,492,840	−13.2%	0.52%
LRCX	Lam Research Corp Technology	Reduced	16,327	-4,557	$3,488,426	−2.4%	0.52%
NEE	Nextera Energy Inc Utilities	Added	36,890	+1,725	$3,426,343	+21.4%	0.51%
GD	General Dynamics Corp Industrials	Reduced	9,649	-607	$3,311,729	−4.1%	0.49%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	3,286	+226	$3,274,268	+24.1%	0.49%
SPY	Spdr S&P 500 ETF Trust	Added	5,027	+69	$3,269,259	−3.3%	0.49%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	19,495	-1,950	$3,223,303	−6.3%	0.48%
DE	Deere & Co Industrials	Added	4,729	+12	$2,663,845	+21.3%	0.40%
AXP	American Express Co Financial Services	Reduced	8,321	-85	$2,516,936	−19.1%	0.37%
PSLV	Sprott Physical Silver Trust Financial Services	Reduced	103,153	-31,725	$2,515,901	−21.1%	0.37%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	17,162	-704	$2,478,879	−3.2%	0.37%
WMT	Walmart Inc. Consumer Defensive	Reduced	17,570	-1,105	$2,183,599	+5.0%	0.33%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	6,556	-209	$2,156,202	−7.4%	0.32%
KO	Coca Cola Co Consumer Defensive	Added	25,410	+244	$1,932,430	+9.8%	0.29%
QQQ	Invesco Qqq Trust, Series 1	Reduced	3,176	-374	$1,833,123	−15.9%	0.27%
MRK	Merck & Co., Inc. Healthcare	Added	15,089	+41	$1,815,055	+14.6%	0.27%
ABBV	AbbVie Inc. Healthcare	Reduced	8,027	-234	$1,745,792	−7.5%	0.26%
TOST	Toast, Inc. Technology	Held	65,000	0	$1,723,150	−25.3%	0.26%
EBC	Eastern Bankshares, Inc. Financial Services	Reduced	86,966	-5,639	$1,701,054	−0.3%	0.25%
IBM	International Business Machines Corp Technology	Reduced	6,863	-1,294	$1,663,522	−31.2%	0.25%
QCOM	Qualcomm Inc/De Technology	Reduced	12,410	-184	$1,598,159	−25.8%	0.24%