Beaumont Asset Management, L.L.C. Purchases in Q4 2025

Beaumont Asset Management, L.L.C.

  • $201 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
11.5K
+ 398.47%
$835.79 - $946.29 $9.61M - $10.9M
14.4K $12M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
132K
+ 188.99%
$21.09 - $21.35 $2.79M - $2.82M
202K $4.26M
XLE
Energy Sector Spdr

ETFs
25.4K
+ 95.33%
$85.22 - $92.02 $2.16M - $2.34M
52K $4.79M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.6K
+ 25.72%
$394.96 - $425.89 $633K - $683K
7.84K $3.2M
DHR
Danaher Corp

Healthcare
2.8K
New
$202.46 - $223.01 $567K - $624K
2.8K $617K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
11.6K
+ 49.06%
$50.55 - $50.74 $584K - $586K
35.1K $1.78M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
24.2K
+ 10.07%
N/A
265K $6.28M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.58K
New
$325.34 - $368.61 $514K - $583K
1.58K $545K
AMZN
Amazon Com Inc

Consumer Cyclical
725
+ 3.77%
$213.04 - $254.0 $154K - $184K
20K $4.69M
OTIS
Otis Worldwide Corp

Industrials
4.27K
New
$88.77 - $93.38 $379K - $399K
4.27K $379K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
10.5K
New
$29.81 - $42.36 $312K - $444K
10.5K $330K
IBDV
Ishares Tr

Technology
15.1K
+ 27.41%
$22.03 - $22.24 $332K - $336K
70.1K $1.54M
VICI
Vici Properties Inc.

Real Estate
10.2K
New
$29.52 - $32.91 $302K - $336K
10.2K $310K
AVGO
Broadcom Inc.

Technology
213
+ 2.38%
$324.63 - $385.98 $69.1K - $82.2K
9.15K $3.14M
IEFA
Ishares Tr

ETFs
1.67K
+ 25.31%
$86.09 - $89.88 $144K - $150K
8.29K $735K
AAPL
Apple Inc.

Technology
217
+ 9.68%
$245.27 - $275.25 $53.2K - $59.7K
2.46K $657K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
229
+ 0.27%
$72.21 - $75.0 $16.5K - $17.2K
86.1K $6.32M
PULS
Pgim ETF Tr

ETFs
573
+ 6.16%
$49.64 - $49.83 $28.4K - $28.6K
9.87K $490K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
436
+ 9.1%
$42.66 - $43.29 $18.6K - $18.9K
5.23K $223K
VTI
Vanguard Total Stock Market Et

ETFs
10
+ 0.14%
$321.8 - $337.95 $3.22K - $3.38K
7.09K $2.34M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
14
+ 0.35%
$72.17 - $75.74 $1.01K - $1.06K
4.01K $300K
CLX
Clorox CO

Consumer Defensive
488
+ 13.74%
$103.68 - $123.19 $50.6K - $60.1K
4.04K $418K
MSFT
Microsoft Corp

Technology
324
+ 1.83%
$496.82 - $542.07 $161K - $176K
18K $9.14M
O
Realty Income Corp

Real Estate
9
+ 0.08%
$56.12 - $60.64 $505 - $546
11.6K $661K
Activity Summary
Buys All Purchases 25 New Holdings 6 Increased Positions 19 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Beaumont Asset Management, L.L.C. Portfolio

Follow Beaumont Asset Management, L.L.C. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Asset Management, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Asset Management, L.L.C. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email