BEAUMONT ASSET MANAGEMENT, L.L.C. Holdings

BEAUMONT ASSET MANAGEMENT, L.L.C. is an investment fund managing more than 126.11M US dollars. The largest holdings include iShares Core S&P 500 ETF, VanEck Vectors Morningstar Wide Moat ETF and Vanguard Short-Term Corporate Bond Index Fund. In Q3 2022 the fund bought assets of total value of 7.2M US dollars and sold assets of total value of 13.31M US dollars.

$126.11M

portfolio value

-42.87%

quarter

-161.13%

1 year

BEAUMONT ASSET MANAGEMENT, L.L.C. portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2020	947000	19911000
Q2 2020	15526000	2400000
Q3 2020	4559000	626000
Q4 2020	12828000	2199000
Q1 2021	7973000	17000
Q2 2021	17578000	7186000
Q3 2021	6810000	2371000
Q4 2021	15649000	398000
Q1 2022	5426000	7379000
Q2 2022	-876000	14617000
Q3 2022	7200000	13313000

BEAUMONT ASSET MANAGEMENT, L.L.C. 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
iShares Core S&P 500 ETF Portfolio share: 20.07% Portfolio value: 25.31M Avg. open price: $424.51 Current price: $408.71 P/L: -3.72% Sold -1.80% shares Q3 2022	share	20.07%	25.31M	$424.51	$408.71	-3.72%	Sold -1.80% shares Q3 2022
VanEck Vectors Morningstar Wide Moat ETF Portfolio share: 14.57% Portfolio value: 18.37M Avg. open price: $63.92 Current price: $69.49 P/L: +8.72% Bought +4.57% shares Q3 2022	share	14.57%	18.37M	$63.92	$69.49	+8.72%	Bought +4.57% shares Q3 2022
Vanguard Short-Term Corporate Bond Index Fund Portfolio share: 7.41% Portfolio value: 9.34M Avg. open price: $81.27 Current price: $75.65 P/L: -6.91% Sold -14.10% shares Q3 2022	share	7.41%	9.34M	$81.27	$75.65	-6.91%	Sold -14.10% shares Q3 2022
Vanguard Value Index Fund Portfolio share: 5.10% Portfolio value: 6.42M Avg. open price: N/A Current price: $146 P/L: N/A Sold -0.32% shares Q3 2022	share	5.10%	6.42M	N/A	$146	N/A	Sold -0.32% shares Q3 2022
Software—Infrastructure Microsoft Corporation Portfolio share: 3.95% Portfolio value: 4.98M Avg. open price: $259.88 Current price: $255.02 P/L: -1.87% Sold -9.91% shares Q3 2022	share	3.95%	4.98M	$259.88	$255.02	-1.87%	Sold -9.91% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 3.13% Portfolio value: 3.94M Avg. open price: $2,434.51 Current price: $100.44 P/L: -95.87% Bought +1.18% shares Q3 2022	share	3.13%	3.94M	$2,434.51	$100.44	-95.87%	Bought +1.18% shares Q3 2022
Internet Retail Amazon.com, Inc. Portfolio share: 2.35% Portfolio value: 2.95M Avg. open price: $2,125.11 Current price: $94.13 P/L: -95.57% Bought +1.67% shares Q3 2022	share	2.35%	2.95M	$2,125.11	$94.13	-95.57%	Bought +1.67% shares Q3 2022
Vanguard Small Cap Value Index Fund Portfolio share: 1.95% Portfolio value: 2.45M Avg. open price: $157.69 Current price: $169.37 P/L: +7.41% Bought +34.06% shares Q3 2022	share	1.95%	2.45M	$157.69	$169.37	+7.41%	Bought +34.06% shares Q3 2022
SPDR S&P Semiconductor ETF Portfolio share: 1.91% Portfolio value: 2.40M Avg. open price: $188.2 Current price: $182.88 P/L: -2.83% Sold -19.96% shares Q3 2022	share	1.91%	2.40M	$188.2	$182.88	-2.83%	Sold -19.96% shares Q3 2022
Asset Management BlackRock, Inc. Portfolio share: 1.84% Portfolio value: 2.32M Avg. open price: $788.07 Current price: $712.98 P/L: -9.53% Sold -0.52% shares Q3 2022	share	1.84%	2.32M	$788.07	$712.98	-9.53%	Sold -0.52% shares Q3 2022
Software—Application ServiceNow, Inc. Portfolio share: 1.80% Portfolio value: 2.26M Avg. open price: $477.07 Current price: $412.87 P/L: -13.46% Bought +0.77% shares Q3 2022	share	1.80%	2.26M	$477.07	$412.87	-13.46%	Bought +0.77% shares Q3 2022
Fidelity MSCI Health Care Index ETF Portfolio share: 1.68% Portfolio value: 2.11M Avg. open price: $61.15 Current price: $66.02 P/L: +7.96% Bought +27.64% shares Q3 2022	share	1.68%	2.11M	$61.15	$66.02	+7.96%	Bought +27.64% shares Q3 2022
Software—Application Salesforce, Inc. Portfolio share: 1.63% Portfolio value: 2.05M Avg. open price: $230.67 Current price: $144.56 P/L: -37.33% Bought +0.81% shares Q3 2022	share	1.63%	2.05M	$230.67	$144.56	-37.33%	Bought +0.81% shares Q3 2022
Semiconductors QUALCOMM Incorporated Portfolio share: 1.52% Portfolio value: 1.91M Avg. open price: $131.57 Current price: $125.66 P/L: -4.49% Bought +2.31% shares Q3 2022	share	1.52%	1.91M	$131.57	$125.66	-4.49%	Bought +2.31% shares Q3 2022
Vanguard Mid-Cap Value Index Fund Portfolio share: 1.41% Portfolio value: 1.78M Avg. open price: N/A Current price: $142.57 P/L: N/A N/A Q3 2022	share	1.41%	1.78M	N/A	$142.57	N/A	N/A Q3 2022
Energy Select Sector SPDR Fund Portfolio share: 1.33% Portfolio value: 1.67M Avg. open price: $56.19 Current price: $90.31 P/L: +60.71% Bought +4.32% shares Q3 2022	share	1.33%	1.67M	$56.19	$90.31	+60.71%	Bought +4.32% shares Q3 2022
Medical Devices Zimmer Biomet Holdings, Inc. Portfolio share: 1.24% Portfolio value: 1.56M Avg. open price: $128.23 Current price: $122.97 P/L: -4.10% Sold -9.97% shares Q3 2022	share	1.24%	1.56M	$128.23	$122.97	-4.10%	Sold -9.97% shares Q3 2022
Beverages—Non-Alcoholic PepsiCo, Inc. Portfolio share: 1.22% Portfolio value: 1.53M Avg. open price: $147.52 Current price: $185.69 P/L: +25.88% Bought +1.12% shares Q3 2022	share	1.22%	1.53M	$147.52	$185.69	+25.88%	Bought +1.12% shares Q3 2022
Specialty Chemicals Albemarle Corporation Portfolio share: 1.20% Portfolio value: 1.51M Avg. open price: $234.13 Current price: $284.28 P/L: +21.42% Bought +0.35% shares Q3 2022	share	1.20%	1.51M	$234.13	$284.28	+21.42%	Bought +0.35% shares Q3 2022
Medical Instruments & Supplies Becton, Dickinson and Company Portfolio share: 1.15% Portfolio value: 1.45M Avg. open price: $251.18 Current price: $252.38 P/L: +0.48% Bought +1.62% shares Q3 2022	share	1.15%	1.45M	$251.18	$252.38	+0.48%	Bought +1.62% shares Q3 2022
Aerospace & Defense General Dynamics Corporation Portfolio share: 1.01% Portfolio value: 1.27M Avg. open price: $179.03 Current price: $255.74 P/L: +42.84% Bought +0.25% shares Q3 2022	share	1.01%	1.27M	$179.03	$255.74	+42.84%	Bought +0.25% shares Q3 2022
Drug Manufacturers—General Pfizer Inc. Portfolio share: 1.00% Portfolio value: 1.26M Avg. open price: $43.51 Current price: $50.91 P/L: +17.02% Bought +0.94% shares Q3 2022	share	1.00%	1.26M	$43.51	$50.91	+17.02%	Bought +0.94% shares Q3 2022
iShares S&P 100 ETF Portfolio share: 0.93% Portfolio value: 1.16M Avg. open price: N/A Current price: $182.36 P/L: N/A Sold -0.31% shares Q3 2022	share	0.93%	1.16M	N/A	$182.36	N/A	Sold -0.31% shares Q3 2022
Discount Stores Walmart Inc. Portfolio share: 0.88% Portfolio value: 1.10M Avg. open price: $136.3 Current price: $153.22 P/L: +12.41% Bought +0.13% shares Q3 2022	share	0.88%	1.10M	$136.3	$153.22	+12.41%	Bought +0.13% shares Q3 2022
Packaged Foods Kellogg Company Portfolio share: 0.86% Portfolio value: 1.08M Avg. open price: $62.54 Current price: $73.83 P/L: +18.05% Bought +0.99% shares Q3 2022	share	0.86%	1.08M	$62.54	$73.83	+18.05%	Bought +0.99% shares Q3 2022
Specialty Chemicals Air Products and Chemicals, Inc. Portfolio share: 0.85% Portfolio value: 1.07M Avg. open price: $283.37 Current price: $318.44 P/L: +12.38% Sold -6.69% shares Q3 2022	share	0.85%	1.07M	$283.37	$318.44	+12.38%	Sold -6.69% shares Q3 2022
Aerospace & Defense Lockheed Martin Corporation Portfolio share: 0.84% Portfolio value: 1.05M Avg. open price: $351.89 Current price: $496.23 P/L: +41.02% Bought +3.41% shares Q3 2022	share	0.84%	1.05M	$351.89	$496.23	+41.02%	Bought +3.41% shares Q3 2022
Medical Devices Medtronic plc Portfolio share: 0.74% Portfolio value: 932K Avg. open price: $89.75 Current price: $79.62 P/L: -11.29% Bought +81.68% shares Q3 2022	share	0.74%	932K	$89.75	$79.62	-11.29%	Bought +81.68% shares Q3 2022
Specialty Industrial Machinery Rockwell Automation, Inc. Portfolio share: 0.73% Portfolio value: 920K Avg. open price: $199.31 Current price: $265.49 P/L: +33.20% Bought +109.44% shares Q3 2022	share	0.73%	920K	$199.31	$265.49	+33.20%	Bought +109.44% shares Q3 2022
Closed-End Fund - Equity Vanguard Total Stock Market Index Fund Portfolio share: 0.71% Portfolio value: 895K Avg. open price: $193.19 Current price: $203.99 P/L: +5.59% Bought +160.74% shares Q3 2022	share	0.71%	895K	$193.19	$203.99	+5.59%	Bought +160.74% shares Q3 2022
Specialty Retail Advance Auto Parts, Inc. Portfolio share: 0.70% Portfolio value: 879K Avg. open price: $187.42 Current price: $153.03 P/L: -18.35% Bought +9.92% shares Q3 2022	share	0.70%	879K	$187.42	$153.03	-18.35%	Bought +9.92% shares Q3 2022
Specialty Industrial Machinery Parker-Hannifin Corporation Portfolio share: 0.64% Portfolio value: 803K Avg. open price: N/A Current price: $297.38 P/L: N/A N/A Q3 2022	share	0.64%	803K	N/A	$297.38	N/A	N/A Q3 2022
Telecom Services AT&T Inc. Portfolio share: 0.63% Portfolio value: 789K Avg. open price: $20.96 Current price: $19.02 P/L: -9.26% Bought +2.98% shares Q3 2022	share	0.63%	789K	$20.96	$19.02	-9.26%	Bought +2.98% shares Q3 2022
Capital Markets The Goldman Sachs Group, Inc. Portfolio share: 0.62% Portfolio value: 781K Avg. open price: N/A Current price: $380.58 P/L: N/A Sold -0.56% shares Q3 2022	share	0.62%	781K	N/A	$380.58	N/A	Sold -0.56% shares Q3 2022
Vanguard S&P 500 Value Index Fund Portfolio share: 0.62% Portfolio value: 776K Avg. open price: N/A Current price: $146.6 P/L: N/A N/A Q3 2022	share	0.62%	776K	N/A	$146.6	N/A	N/A Q3 2022
iShares Russell 3000 ETF Portfolio share: 0.60% Portfolio value: 751K Avg. open price: $217.39 Current price: $235.2 P/L: +8.19% Bought +19.40% shares Q3 2022	share	0.60%	751K	$217.39	$235.2	+8.19%	Bought +19.40% shares Q3 2022
Oil & Gas Midstream Kinder Morgan, Inc. Portfolio share: 0.56% Portfolio value: 705K Avg. open price: $16.85 Current price: $19 P/L: +12.73% Bought +5.23% shares Q3 2022	share	0.56%	705K	$16.85	$19	+12.73%	Bought +5.23% shares Q3 2022
Banks—Diversified JPMorgan Chase & Co. Portfolio share: 0.50% Portfolio value: 627K Avg. open price: $140.42 Current price: $135.16 P/L: -3.75% Sold -0.20% shares Q3 2022	share	0.50%	627K	$140.42	$135.16	-3.75%	Sold -0.20% shares Q3 2022
Restaurants McDonald's Corporation Portfolio share: 0.47% Portfolio value: 594K Avg. open price: $246.37 Current price: $273.4 P/L: +10.97% Bought +21.92% shares Q3 2022	share	0.47%	594K	$246.37	$273.4	+10.97%	Bought +21.92% shares Q3 2022
Credit Services American Express Company Portfolio share: 0.46% Portfolio value: 581K Avg. open price: $145.32 Current price: $156.75 P/L: +7.86% Sold -0.78% shares Q3 2022	share	0.46%	581K	$145.32	$156.75	+7.86%	Sold -0.78% shares Q3 2022
Insurance—Diversified American International Group, Inc. Portfolio share: 0.43% Portfolio value: 545K Avg. open price: $39.39 Current price: $62.75 P/L: +59.30% Sold -0.81% shares Q3 2022	share	0.43%	545K	$39.39	$62.75	+59.30%	Sold -0.81% shares Q3 2022
Asset Management Blackstone Inc. Portfolio share: 0.43% Portfolio value: 541K Avg. open price: N/A Current price: $85.16 P/L: N/A N/A Q3 2022	share	0.43%	541K	N/A	$85.16	N/A	N/A Q3 2022
Vanguard Russell 1000 Index Fund Portfolio share: 0.39% Portfolio value: 493K Avg. open price: $171.83 Current price: $185.17 P/L: +7.76% Bought +6.44% shares Q3 2022	share	0.39%	493K	$171.83	$185.17	+7.76%	Bought +6.44% shares Q3 2022
Banks—Regional New York Community Bancorp, Inc. Portfolio share: 0.38% Portfolio value: 484K Avg. open price: N/A Current price: $9.05 P/L: N/A N/A Q3 2022	share	0.38%	484K	N/A	$9.05	N/A	N/A Q3 2022
Utilities—Regulated Electric FirstEnergy Corp. Portfolio share: 0.38% Portfolio value: 474K Avg. open price: N/A Current price: $41.52 P/L: N/A N/A Q3 2022	share	0.38%	474K	N/A	$41.52	N/A	N/A Q3 2022
Semiconductors Texas Instruments Incorporated Portfolio share: 0.37% Portfolio value: 466K Avg. open price: $160.34 Current price: $177.66 P/L: +10.80% Sold -3.21% shares Q2 2021	share	0.37%	466K	$160.34	$177.66	+10.80%	Sold -3.21% shares Q2 2021
Conglomerates 3M Company Portfolio share: 0.36% Portfolio value: 457K Avg. open price: N/A Current price: $126.99 P/L: N/A Sold -4.74% shares Q3 2022	share	0.36%	457K	N/A	$126.99	N/A	Sold -4.74% shares Q3 2022
Software—Infrastructure Adobe Inc. Portfolio share: 0.35% Portfolio value: 439K Avg. open price: $491.42 Current price: $341.53 P/L: -30.50% Sold -48.57% shares Q3 2022	share	0.35%	439K	$491.42	$341.53	-30.50%	Sold -48.57% shares Q3 2022
Discount Stores Target Corporation Portfolio share: 0.34% Portfolio value: 432K Avg. open price: $123.95 Current price: $164.16 P/L: +32.44% Sold -0.61% shares Q2 2022	share	0.34%	432K	$123.95	$164.16	+32.44%	Sold -0.61% shares Q2 2022
Household & Personal Products Unilever PLC Portfolio share: 0.34% Portfolio value: 429K Avg. open price: $45.83 Current price: $51.5 P/L: +12.37% Bought +5.77% shares Q3 2022	share	0.34%	429K	$45.83	$51.5	+12.37%	Bought +5.77% shares Q3 2022
Banks—Diversified Citigroup Inc. Portfolio share: 0.34% Portfolio value: 424K Avg. open price: N/A Current price: $47.24 P/L: N/A Sold -2.70% shares Q3 2022	share	0.34%	424K	N/A	$47.24	N/A	Sold -2.70% shares Q3 2022
REIT—Residential Invitation Homes Inc. Portfolio share: 0.34% Portfolio value: 424K Avg. open price: $39.92 Current price: $32.36 P/L: -18.95% Bought +0.82% shares Q3 2022	share	0.34%	424K	$39.92	$32.36	-18.95%	Bought +0.82% shares Q3 2022
Vanguard Mid Cap Index Fund Portfolio share: 0.34% Portfolio value: 423K Avg. open price: $174.01 Current price: $216.85 P/L: +24.62% Sold -0.53% shares Q2 2022	share	0.34%	423K	$174.01	$216.85	+24.62%	Sold -0.53% shares Q2 2022
Semiconductors Broadcom Inc. Portfolio share: 0.33% Portfolio value: 420K Avg. open price: N/A Current price: $540.8 P/L: N/A N/A Q3 2022	share	0.33%	420K	N/A	$540.8	N/A	N/A Q3 2022
Telecom Services Comcast Corporation Portfolio share: 0.33% Portfolio value: 411K Avg. open price: $51.82 Current price: $35.86 P/L: -30.79% Sold -50.59% shares Q3 2022	share	0.33%	411K	$51.82	$35.86	-30.79%	Sold -50.59% shares Q3 2022
Banks—Regional Third Coast Bancshares, Inc. Portfolio share: 0.32% Portfolio value: 398K Avg. open price: $23.1 Current price: $19.61 P/L: -15.13% Sold -47.23% shares Q3 2022	share	0.32%	398K	$23.1	$19.61	-15.13%	Sold -47.23% shares Q3 2022
Drug Manufacturers—General Amgen Inc. Portfolio share: 0.30% Portfolio value: 381K Avg. open price: $218.93 Current price: $285.51 P/L: +30.41% Sold -14.43% shares Q3 2022	share	0.30%	381K	$218.93	$285.51	+30.41%	Sold -14.43% shares Q3 2022
Software—Application Guidewire Software, Inc. Portfolio share: 0.30% Portfolio value: 374K Avg. open price: $119.09 Current price: $60.74 P/L: -49.00% Sold -51.06% shares Q3 2022	share	0.30%	374K	$119.09	$60.74	-49.00%	Sold -51.06% shares Q3 2022
Utilities—Regulated Electric The Southern Company Portfolio share: 0.29% Portfolio value: 362K Avg. open price: $59.14 Current price: $67.34 P/L: +13.86% Sold -0.60% shares Q3 2022	share	0.29%	362K	$59.14	$67.34	+13.86%	Sold -0.60% shares Q3 2022
REIT—Retail Simon Property Group, Inc. Portfolio share: 0.28% Portfolio value: 350K Avg. open price: N/A Current price: $119.34 P/L: N/A N/A Q3 2022	share	0.28%	350K	N/A	$119.34	N/A	N/A Q3 2022
Fidelity MSCI Materials Index ETF Portfolio share: 0.28% Portfolio value: 348K Avg. open price: $42.32 Current price: $46.89 P/L: +10.80% Bought +2.66% shares Q3 2022	share	0.28%	348K	$42.32	$46.89	+10.80%	Bought +2.66% shares Q3 2022
Drug Manufacturers—Specialty & Generic Zoetis Inc. Portfolio share: 0.28% Portfolio value: 348K Avg. open price: N/A Current price: $157.42 P/L: N/A N/A Q3 2022	share	0.28%	348K	N/A	$157.42	N/A	N/A Q3 2022
REIT—Specialty Digital Realty Trust, Inc. Portfolio share: 0.28% Portfolio value: 348K Avg. open price: $142.15 Current price: $110.85 P/L: -22.02% Bought +0.92% shares Q3 2022	share	0.28%	348K	$142.15	$110.85	-22.02%	Bought +0.92% shares Q3 2022
Credit Services Mastercard Incorporated Portfolio share: 0.27% Portfolio value: 344K Avg. open price: N/A Current price: $360.06 P/L: N/A N/A Q3 2022	share	0.27%	344K	N/A	$360.06	N/A	N/A Q3 2022
Staffing & Employment Services Automatic Data Processing, Inc. Portfolio share: 0.26% Portfolio value: 334K Avg. open price: N/A Current price: $269.9 P/L: N/A Sold -2.63% shares Q1 2020	share	0.26%	334K	N/A	$269.9	N/A	Sold -2.63% shares Q1 2020
Medical Devices Abbott Laboratories Portfolio share: 0.23% Portfolio value: 292K Avg. open price: $86.11 Current price: $108.09 P/L: +25.53% Sold -4.31% shares Q1 2022	share	0.23%	292K	$86.11	$108.09	+25.53%	Sold -4.31% shares Q1 2022
iShares Exponential Technologies ETF Portfolio share: 0.21% Portfolio value: 270K Avg. open price: $43.13 Current price: $51.48 P/L: +19.37% Sold -46.99% shares Q3 2022	share	0.21%	270K	$43.13	$51.48	+19.37%	Sold -46.99% shares Q3 2022
SPDR Russell 1000 Yield Focus ETF Portfolio share: 0.18% Portfolio value: 229K Avg. open price: N/A Current price: $98.82 P/L: N/A N/A Q3 2022	share	0.18%	229K	N/A	$98.82	N/A	N/A Q3 2022
Invesco S&P 500 Equal Weight Materials ETF Portfolio share: 0.17% Portfolio value: 213K Avg. open price: N/A Current price: $172.3 P/L: N/A Sold -0.33% shares Q3 2022	share	0.17%	213K	N/A	$172.3	N/A	Sold -0.33% shares Q3 2022
Specialty Industrial Machinery Xylem Inc. Portfolio share: 0.16% Portfolio value: 203K Avg. open price: N/A Current price: $113.53 P/L: N/A N/A Q3 2022	share	0.16%	203K	N/A	$113.53	N/A	N/A Q3 2022
Footwear & Accessories NIKE, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $136.54 Current price: $112.2 P/L: -17.83% Sold -100.00% shares Q3 2022	share	0.00%	0	$136.54	$112.2	-17.83%	Sold -100.00% shares Q3 2022
Vanguard Mega Cap Growth Index Fund Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $194.36 Current price: $188.88 P/L: -2.82% Sold -100.00% shares Q3 2022	share	0.00%	0	$194.36	$188.88	-2.82%	Sold -100.00% shares Q3 2022
Internet Content & Information Meta Platforms, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $222.36 Current price: $123.49 P/L: -44.46% Sold -100.00% shares Q3 2022	share	0.00%	0	$222.36	$123.49	-44.46%	Sold -100.00% shares Q3 2022
MACQUARIE INFRASTR HOLD LLC 2 10/01/2023 Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: N/A P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	N/A	N/A	Sold -100.00% shares Q3 2022
Credit Services Visa Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $209.8 Current price: $217.66 P/L: +3.75% Sold -100.00% shares Q3 2022	share	0.00%	0	$209.8	$217.66	+3.75%	Sold -100.00% shares Q3 2022

Showing TOP 75 BEAUMONT ASSET MANAGEMENT, L.L.C.'s 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of BEAUMONT ASSET MANAGEMENT, L.L.C.?

The biggest position of the BEAUMONT ASSET MANAGEMENT, L.L.C. is iShares Core S&P 500 ETF (IVV) with 20.07% portfolio share worth of 25.31M US dollars.

Top 5 BEAUMONT ASSET MANAGEMENT, L.L.C.'s holdings represent 51.1% of the portfolio:

iShares Core S&P 500 ETF (IVV) – 20.07%
VanEck Vectors Morningstar Wide Moat ETF (MOAT) – 14.57%
Vanguard Short-Term Corporate Bond Index Fund (VCSH) – 7.41%
Vanguard Value Index Fund (VTV) – 5.1%
Microsoft Corporation (MSFT) – 3.95%

Who is the portfolio manager of BEAUMONT ASSET MANAGEMENT, L.L.C.?

The portfolio manager of the BEAUMONT ASSET MANAGEMENT, L.L.C. is .

What is the total asset value of the BEAUMONT ASSET MANAGEMENT, L.L.C. portfolio?

BEAUMONT ASSET MANAGEMENT, L.L.C. total asset value (portfolio value) is 126.11M US dollars.

Who is ?

is the portfolio manager of the BEAUMONT ASSET MANAGEMENT, L.L.C..

What is (BEAUMONT ASSET MANAGEMENT, L.L.C.) fund performance?

BEAUMONT ASSET MANAGEMENT, L.L.C.'s quarterly performance is -42.87%, annualy -161.13%.

What is the BEAUMONT ASSET MANAGEMENT, L.L.C. CIK?

BEAUMONT ASSET MANAGEMENT, L.L.C.'s Central Index Key is 0001798756 .