Beaumont Financial Advisors, LLC

Position in ROP — Roper Technologies Inc

CIK 1957394 NEEDHAM, MA

Position in ROP

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$566,126

-$73,299 QoQ

Shares Held

1,673

-7.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#618

of 1,070 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Beaumont Financial Advisors, LLC holds $6,471,173 across 5 Software - Application names. ROP ranks #3 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	28,078	$4,398,699
2	ADP	Automatic Data Processing Inc	4,131	$925,137
3	ROP	Roper Technologies Inc This page	1,673	$566,126
4	SNOW	Snowflake Inc.	1,394	$354,773
5	UBER	Uber Technologies, Inc	3,138	$226,438

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$566,126	1,673	-7.4%	Shares	Sole	2026-08-04
2026-03-31	$639,425	1,807	+1.3%	Shares	Sole	2026-05-05
2025-12-31	$794,111	1,784	-1.1%	Shares	Sole	2026-01-16
2025-09-30	$899,138	1,803	+29.6%	Shares	Sole	2025-10-23
2025-06-30	$788,474	1,391	+4.0%	Shares	Sole	2025-07-16
2025-03-31	$788,858	1,338	+18.4%	Shares	Sole	2025-05-12
2024-12-31	$587,430	1,130	+83.1%	Shares	Sole	2025-01-17
2024-09-30	$343,323	617	-24.0%	Shares	Sole	2024-10-09
2024-06-30	$457,691	812	-1.2%	Shares	Sole	2024-07-24
2024-03-31	$461,010	822	-1.2%	Shares	Sole	2024-05-10
2023-12-31	$453,581	832	+2.5%	Shares	Sole	2024-01-31
2023-09-30	$393,235	812	+52.9%	Shares	Sole	2023-11-01
2023-06-30	$255,304	531	+8.1%	Shares	Sole	2023-08-02
2023-03-31	$216,378	491	0.0%	Shares	Sole	2023-05-08
2022-12-31	$212,156	491	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.