Beaumont Financial Advisors, LLC
Position in CHKP — Check Point Software Technologies Ltd
CIK 1957394
NEEDHAM, MA
Position in CHKP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$416,895
-$36,225 QoQ
Shares Held
3,172
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#390
of 630 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CHKP Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Beaumont Financial Advisors, LLC holds $45,959,892 across 7 Software - Infrastructure names. CHKP ranks #4 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
110,877 | $41,359,338 | |
| 2 | TOST |
Toast, Inc.
|
65,005 | $1,808,439 | |
| 3 | ORCL |
Oracle Corp
|
10,471 | $1,534,525 | |
| 4 | CHKP |
Check Point Software Technologies Ltd
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|
3,172 | $416,895 | |
| 5 | FTNT |
Fortinet, Inc.
|
2,254 | $346,259 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
2,186 | $255,040 | |
| 7 | PANW |
Palo Alto Networks Inc
|
702 | $239,396 |
All Filings in CHKP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $416,895 | 3,172 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $453,120 | 3,172 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $589,895 | 3,179 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $657,766 | 3,179 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $487,192 | 2,202 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $467,008 | 2,049 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $267,914 | 1,435 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||