Beaumont Capital Management, LLC Portfolio Holdings

Beaumont Capital Management, LLC

  • $151 Million
  • Q3 2025

Beaumont Capital Management, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $151 Million distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Aggregate Bond with a value of $15.7M, Vanguard Ftse Developed Market with a value of $8.53M, Industrial Sector Spdr with a value of $6.27M, Franklin Templeton ETF Tr Libe with a value of $6.01M, and Vanguard Mid Cap ETF with a value of $5.68M.

Examining the 13F form we can see an increase of $4.82M in the current position value, from $146M to 151M.

Beaumont Capital Management, LLC is based out at Boston, MA

Below you can find more details about Beaumont Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $151 Million
ETFs: $150 Million
Healthcare: $457,000
Real Estate: $4,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.7 Million 10.44% of portfolio
608,102
Q3 2025 Added 5.23%
$0
$8.53 Million 5.66% of portfolio
142,294
Q2 2025 Added 16.89%
$0
$6.27 Million 4.16% of portfolio
40,673
Q3 2025 Reduced 3.71%
$0
$6.01 Million 3.99% of portfolio
106,535
Q3 2025 Reduced 2.53%
$0
$5.68 Million 3.77% of portfolio
19,338
Q2 2025 Added 1.41%
$0
$5.19 Million 3.45% of portfolio
18,413
Q3 2025 Reduced 28.92%
$0
$5.19 Million 3.44% of portfolio
59,488
Q3 2025 Reduced 21.05%
$0
$5.08 Million 3.37% of portfolio
36,510
Q3 2025 New
$0
$5.07 Million 3.36% of portfolio
107,951
Q3 2025 Added 21.41%
$0
$5.02 Million 3.34% of portfolio
119,244
Q3 2025 Reduced 17.91%
$0
$4.98 Million 3.31% of portfolio
42,095
Q3 2025 Reduced 29.3%
$0
$4.99 Million 3.31% of portfolio
55,856
Q3 2025 New
$0
$4.96 Million 3.29% of portfolio
55,299
Q3 2025 New
$0
$4.95 Million 3.29% of portfolio
64,876
Q3 2025 Reduced 21.99%
$0
$4.96 Million 3.29% of portfolio
20,705
Q3 2025 Reduced 25.58%
$0
$4.16 Million 2.76% of portfolio
58,245
Q3 2025 Reduced 6.0%
$0
$3.73 Million 2.48% of portfolio
107,448
Q3 2025 Reduced 4.87%
$0
$3.71 Million 2.46% of portfolio
147,869
Q3 2025 Added 2.51%
$0
$3.7 Million 2.46% of portfolio
30,992
Q3 2025 Added 0.71%
$0
$3.66 Million 2.43% of portfolio
35,408
Q3 2025 Added 1.63%
$0
$3.19 Million 2.12% of portfolio
16,804
Q3 2025 Added 0.63%
$0
$2.72 Million 1.81% of portfolio
35,084
Q3 2025 Added 3.96%
$0
$2.64 Million 1.76% of portfolio
26,378
Q3 2025 Added 2.04%
$0
$2.61 Million 1.73% of portfolio
51,444
Q3 2025 Added 2.83%
$0
$2.46 Million 1.63% of portfolio
53,583
Q3 2025 New
$0
$2.17 Million 1.44% of portfolio
48,700
Q3 2025 Reduced 15.52%
$0
$1.78 Million 1.18% of portfolio
36,304
Q3 2025 Added 182.21%
$0
$1.69 Million 1.12% of portfolio
62,806
Q3 2025 Added 8.24%
$0
$1.65 Million 1.09% of portfolio
56,947
Q3 2025 Reduced 7.54%
$0
$1.43 Million 0.95% of portfolio
27,401
Q3 2025 Added 12.83%
$0
$1.31 Million 0.87% of portfolio
28,204
Q3 2025 Reduced 4.05%
$0
$1.23 Million 0.82% of portfolio
26,620
Q2 2025 Reduced 8.37%
$0
$1.16 Million 0.77% of portfolio
14,561
Q3 2025 Reduced 6.0%
$0
$1.14 Million 0.76% of portfolio
18,622
Q3 2025 Reduced 6.9%
$0
$1.15 Million 0.76% of portfolio
33,373
Q3 2025 Reduced 9.5%
$0
$1.07 Million 0.71% of portfolio
62,762
Q3 2025 Added 4.95%
$0
$897,000 0.6% of portfolio
1,347
Q3 2025 New
$0
$735,000 0.49% of portfolio
6,847
Q3 2025 Added 4.49%
$0
$647,000 0.43% of portfolio
10,016
Q3 2025 New
$0
$633,000 0.42% of portfolio
5,734
Q3 2025 Reduced 0.64%
$0
$569,000 0.38% of portfolio
4,118
Q3 2025 New
$0
$537,000 0.36% of portfolio
5,575
Q3 2025 Reduced 5.15%
$0
$543,000 0.36% of portfolio
11,393
Q3 2025 New
$0
$538,000 0.36% of portfolio
3,908
Q3 2025 Reduced 4.12%
$5.2B
$446,000 0.3% of portfolio
6,100
Q3 2025 New
$8.81M
$5,000 0.0% of portfolio
28,225
Q3 2025 New
$10.6M
$6,000 0.0% of portfolio
10,403
Q3 2025 New
$1.94M
$4,000 0.0% of portfolio
12,372
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $151 Million
  • Prior Value $146 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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