Bedminster, LLC
CIK
2087564
Location
Bluffton, SC
Portfolio Value
Micro
$326,235
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,597
/ 8,578
▲ 54
Top Industry
Oil & Gas Integrated
14.7%
3Y Alpha vs SPY
-22.5%
Period ended 3 months ago
Filed Apr 27, 2026 · 50d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+4.9%
SPY
+11.2%
Annualised alpha
-22.0%
Max drawdown
−8.4%
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
21 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
38.9%
−0.1 pts
Top 5
71.5%
−3.0 pts
Top 10
85.6%
−0.6 pts
HHI
1,886
Moderately concentrated−52
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 68.2% | $16,184,393 |
| Technology | 11.2% | $2,664,963 |
| Energy | 4.7% | $1,110,764 |
| Utilities | 4.3% | $1,023,626 |
| Industrials | 3.7% | $869,538 |
| Consumer Cyclical | 3.5% | $821,961 |
| Financial Services | 2.1% | $496,647 |
| Consumer Defensive | 1.4% | $326,235 |
| Real Estate | 1.0% | $229,425 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAUM | iShares Gold Trust Micro | +218 | 6,832 | $319,054 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAU | Ishares Gold Trust | −10,732 | 36,027 | $3,176,140 | |
| SPY | Spdr S&P 500 ETF Trust | −410 | 14,193 | $9,230,275 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | −312 | 4,196 | $1,943,545 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | −272 | 2,457 | $1,515,379 | |
| AMZN | Amazon Com Inc | −200 | 1,635 | $340,521 | |
| ED | Consolidated Edison Inc | −162 | 3,650 | $413,107 | |
| XOM | Exxon Mobil Corp | −140 | 6,547 | $1,110,764 | |
| AAPL | Apple Inc. | −80 | 2,254 | $572,042 | |
| MSFT | Microsoft Corp | −49 | 2,930 | $1,084,598 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HON | Honeywell International Inc | 930 | $210,207 | |
| No positions match the current search. | ||||
1 positions ·
$326,235 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 2,625 | $326,235 | 100.00% |