DOSSIER · 13F-HR · Q2 2026
Beaumont Asset Management, L.L.C.
$257M in tracked AUM across 79 positions as of Q2 2026.
BA
CIK 0001798756 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
Beaumont Asset Management, L.L.C. reported a significant expansion in assets under management for the period ending December 31, 2025. The total portfolio value surged by 142.4%, growing from $82.57M to $200.11M. This dramatic increase suggests a substantial influx of new capital rather than merely market appreciation, given the breadth of the turnover. The portfolio currently consists of 71 holdings, reflecting a diversified approach. The firm’s strategy ...
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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