Long-term investor
Beaumont Asset Management, L.l.c. @beaumontassetmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001798756).
Record
- Tracked since 2025-06-30 (441 days), 63 trades recorded
- Returns: week n/a · month n/a · 90 days +9.1% · 6 months n/a · 1 year +13.3% · all +13.3%
- Max drawdown n/a · win rate 25% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 28.8% · long · since 2025-06-30
- MOAT · 7.2% · long · since 2025-06-30
- PULS · 6.9% · long · since 2025-09-30
- GOOGL · 4.2% · long · since 2025-06-30
- SPHQ · 3.0% · long · since 2025-06-30
- VEU · 2.9% · long · since 2025-06-30
- XSD · 2.8% · long · since 2025-06-30
- VUSB · 2.6% · long · since 2026-03-31
- MSFT · 2.4% · long · since 2025-06-30
- IBDW · 2.2% · long · since 2025-06-30
- JAAA · 2.0% · long · since 2025-09-30
- AMZN · 2.0% · long · since 2025-06-30