Beaumont Financial Advisors, LLC

Position in SNOW — Snowflake Inc.

CIK 1957394 NEEDHAM, MA

Position in SNOW

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

Position Value

$354,773

+$65,501 QoQ

Shares Held

1,394

-27.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,000

of 1,453 holders

Holding Since

Jun 2025

5 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. SNOW ranks #4 (5.5% 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	1,673	$566,126
4	SNOW	Snowflake Inc. This page	1,394	$354,773
5	UBER	Uber Technologies, Inc	3,138	$226,438

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$354,773	1,394	-27.3%	Shares	Sole	2026-08-04
2026-03-31	$289,272	1,918	+46.2%	Shares	Sole	2026-05-05
2025-12-31	$287,800	1,312	+4.7%	Shares	Sole	2026-01-16
2025-09-30	$282,614	1,253	+39.5%	Shares	Sole	2025-10-23
2025-06-30	$200,945	898	—	Shares	Sole	2025-07-16
No filing history on record for this holder in this stock.