Beaumont Asset Management, L.L.C.

13F filer · CIK 0001798756

Reported Jul 22, 2026

Net buyer this quarter

13F portfolio value$257MU.S. long equity reported on 13F

Positions412 new · 4 closed

Net flow last quarter+$13.5MBuys minus sells

Top 10 positions weight21.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 22, 202641 positions
PULSPulse Electronics Corp	$17.9M	6.94%	2.05%	+215.3%	Q3 2025
GOOGLAlphabet Inc.	$10.8M	4.19%	0.00%	+1.7%	Q4 2019
MSFTMicrosoft Corp	$6.24M	2.42%	0.00%	-0.4%	Q4 2019
AMZNAmazon Com Inc	$5.21M	2.02%	0.00%	+2.0%	Q4 2019
AVGOBroadcom Inc.	$3.74M	1.45%	0.00%	+6.6%	Q3 2022
GSGoldman Sachs Group Inc	$2.68M	1.04%	0.00%	-0.3%	Q3 2020
BLKBlackRock, Inc.	$2.62M	1.02%	0.00%	+3.8%	Q4 2019
WMTWalmart Inc.	$2.5M	0.97%	0.00%	-0.3%	Q4 2019
AAPLApple Inc.	$2.21M	0.86%	0.00%	+23.2%	Q4 2020
ROKRockwell Automation, Inc	$2.03M	0.79%	0.00%	-0.4%	Q2 2022
AXPAmerican Express Co	$1.87M	0.73%	0.00%	-0.1%	Q2 2020
JPMJPMorgan Chase & Co	$1.64M	0.64%	0.00%	-0.1%	Q4 2020
NOWServiceNow, Inc.	$1.57M	0.61%	0.00%	+3.7%	Q4 2019
LMTLockheed Martin Corp	$1.56M	0.61%	0.00%	+3.6%	Q4 2020
MAMastercard Inc	$1.41M	0.55%	0.00%	+6.7%	Q3 2022
GDGeneral Dynamics Corp	$1.31M	0.51%	0.00%	-0.3%	Q4 2019
RTXRTX Corp	$1.22M	0.48%	0.00%	+33.4%	Q2 2020
SMHMarket Vectors ETF Trust	$1.14M	0.44%	Not reported	+8.5%	Q1 2024
MRKMerck & Co., Inc.	$1.03M	0.40%	0.00%	-0.7%	Q1 2025
CRMSalesforce, Inc.	$961K	0.37%	0.00%	-1.7%	Q4 2019
BXBlackstone Inc.	$958K	0.37%	0.00%	+4.6%	Q3 2022
NVDANvidia Corp	$952K	0.37%	0.00%	+78.7%	Q3 2020
MCDMcdonalds Corp	$855K	0.33%	0.00%	Not reported	Q4 2019
TXNTexas Instruments Inc	$798K	0.31%	0.00%	-2.4%	Q4 2019
UBERUber Technologies, Inc	$729K	0.28%	0.00%	-0.2%	Q2 2023
SOSouthern Co	$725K	0.28%	0.00%	-0.4%	Q2 2020
ORealty Income Corp	$723K	0.28%	0.00%	0.0%	Q1 2025
LINLinde PLC	$656K	0.25%	0.00%	-0.8%	Q1 2026
DHRDanaher Corp	$613K	0.24%	0.00%	-0.7%	Q3 2020
AMGNAmgen Inc	$611K	0.24%	0.00%	Not reported	Q4 2019
GEHCGE HealthCare Technologies Inc.	$506K	0.20%	0.00%	-3.0%	Q2 2025
MDTMedtronic plc	$490K	0.19%	0.00%	-0.5%	Q4 2019
VICIVici Properties Inc.	$483K	0.19%	0.00%	+9.4%	Q4 2025
INFQInfleqtion, Inc.	$431K	0.17%	0.01%	New	Q2 2026
ALBAlbemarle Corp	$368K	0.14%	0.00%	Not reported	Q4 2019
EMREmerson Electric Co	$294K	0.11%	0.00%	Not reported	Q4 2019
TGTTarget Corp	$287K	0.11%	0.00%	Not reported	Q4 2019
ADPAutomatic Data Processing Inc	$274K	0.11%	0.00%	Not reported	Q4 2019
BRK.BBerkshire Hathaway Inc	$259K	0.10%	Not reported	-7.7%	Q4 2019
XOMExxonMobil Holdings Corp	$247K	0.10%	0.00%	Not reported	Q4 2019
ABTAbbott Laboratories	$213K	0.08%	0.00%	Not reported	Q4 2019
Q1 2026Reported Apr 21, 202643 positions
GOOGLAlphabet Inc.	$8.54M	3.85%	0.00%	+1.5%	Q4 2019
MSFTMicrosoft Corp	$6.22M	2.80%	0.00%	-6.8%	Q4 2019
PULSPulse Electronics Corp	$5.66M	2.55%	0.65%	+1058.6%	Q3 2025
AMZNAmazon Com Inc	$4.46M	2.01%	0.00%	+7.3%	Q4 2019
AVGOBroadcom Inc.	$2.88M	1.30%	0.00%	+1.6%	Q3 2022
WMTWalmart Inc.	$2.76M	1.24%	0.00%	-0.3%	Q4 2019
BLKBlackRock, Inc.	$2.52M	1.14%	0.00%	+5.3%	Q4 2019
GSGoldman Sachs Group Inc	$2.25M	1.01%	0.00%	+0.5%	Q3 2020
LMTLockheed Martin Corp	$1.79M	0.81%	0.00%	+2.8%	Q4 2020
AXPAmerican Express Co	$1.67M	0.75%	0.00%	+15.3%	Q2 2020
NOWServiceNow, Inc.	$1.59M	0.72%	0.00%	+5.7%	Q4 2019
AAPLApple Inc.	$1.57M	0.71%	0.00%	+152.2%	Q4 2020
JPMJPMorgan Chase & Co	$1.48M	0.67%	0.00%	+0.6%	Q4 2020
ROKRockwell Automation, Inc	$1.47M	0.66%	0.00%	-0.3%	Q2 2022
MAMastercard Inc	$1.29M	0.58%	0.00%	+0.3%	Q3 2022
GDGeneral Dynamics Corp	$1.27M	0.57%	0.00%	-35.9%	Q4 2019
CRMSalesforce, Inc.	$1.16M	0.52%	0.00%	-16.8%	Q4 2019
MRKMerck & Co., Inc.	$973K	0.44%	0.00%	+0.9%	Q1 2025
RTXRTX Corp	$933K	0.42%	0.00%	+0.8%	Q2 2020
BXBlackstone Inc.	$895K	0.40%	0.00%	+5.2%	Q3 2022
CLXClorox Co	$752K	0.34%	0.01%	+79.6%	Q3 2025
SOSouthern Co	$734K	0.33%	0.00%	+4.8%	Q2 2020
UBERUber Technologies, Inc	$728K	0.33%	0.00%	+2.1%	Q2 2023
ORealty Income Corp	$714K	0.32%	0.00%	+0.2%	Q1 2025
LINLinde PLC	$632K	0.28%	0.00%	New	Q1 2026
DHRDanaher Corp	$614K	0.28%	0.00%	+15.7%	Q3 2020
SMHMarket Vectors ETF Trust	$613K	0.28%	Not reported	+1.1%	Q1 2024
AMGNAmgen Inc	$593K	0.27%	0.00%	Not reported	Q4 2019
GEHCGE HealthCare Technologies Inc.	$580K	0.26%	0.00%	+13.9%	Q2 2025
CMGChipotle Mexican Grill Inc	$573K	0.26%	0.00%	+70.6%	Q4 2025
MDTMedtronic plc	$546K	0.25%	0.00%	+9.6%	Q4 2019
TXNTexas Instruments Inc	$533K	0.24%	0.00%	-3.5%	Q4 2019
ALBAlbemarle Corp	$489K	0.22%	0.00%	Not reported	Q4 2019
NVDANvidia Corp	$464K	0.21%	0.00%	Not reported	Q3 2020
VICIVici Properties Inc.	$454K	0.20%	0.00%	+62.7%	Q4 2025
OTISOtis Worldwide Corp	$403K	0.18%	0.00%	+22.6%	Q4 2025
XOMExxonMobil Holdings Corp	$306K	0.14%	0.00%	Not reported	Q4 2019
EMREmerson Electric Co	$269K	0.12%	0.00%	-21.5%	Q4 2019
BRK.BBerkshire Hathaway Inc	$269K	0.12%	Not reported	-0.4%	Q4 2019
TGTTarget Corp	$266K	0.12%	0.00%	-19.6%	Q4 2019
ADPAutomatic Data Processing Inc	$249K	0.11%	0.00%	-7.6%	Q4 2019
ABTAbbott Laboratories	$241K	0.11%	0.00%	-4.1%	Q4 2019
TCBXThird Coast Bancshares, Inc.	$229K	0.10%	0.04%	-17.1%	Q1 2022
Q4 2025Reported Jan 21, 202641 positions
GOOGLAlphabet Inc.	$9.16M	4.58%	0.00%	-0.2%	Q4 2019
MSFTMicrosoft Corp	$8.71M	4.35%	0.00%	+1.8%	Q4 2019
AMZNAmazon Com Inc	$4.61M	2.30%	0.00%	+3.8%	Q4 2019
AVGOBroadcom Inc.	$3.17M	1.58%	0.00%	+2.4%	Q3 2022
BLKBlackRock, Inc.	$2.67M	1.33%	0.00%	-1.8%	Q4 2019
WMTWalmart Inc.	$2.48M	1.24%	0.00%	-2.0%	Q4 2019
GSGoldman Sachs Group Inc	$2.32M	1.16%	0.00%	-2.2%	Q3 2020
NOWServiceNow, Inc.	$2.2M	1.10%	0.00%	-0.3%	Q4 2019
CRMSalesforce, Inc.	$1.99M	0.99%	0.00%	-2.0%	Q4 2019
GDGeneral Dynamics Corp	$1.94M	0.97%	0.00%	-3.2%	Q4 2019
AXPAmerican Express Co	$1.78M	0.89%	0.00%	-1.8%	Q2 2020
JPMJPMorgan Chase & Co	$1.61M	0.80%	0.00%	-0.6%	Q4 2020
ROKRockwell Automation, Inc	$1.6M	0.80%	0.00%	-4.4%	Q2 2022
MAMastercard Inc	$1.47M	0.73%	0.00%	-0.2%	Q3 2022
LMTLockheed Martin Corp	$1.39M	0.70%	0.00%	-1.2%	Q4 2020
BXBlackstone Inc.	$1.14M	0.57%	0.00%	-0.1%	Q3 2022
RTXRTX Corp	$880K	0.44%	0.00%	-3.8%	Q2 2020
MRKMerck & Co., Inc.	$844K	0.42%	0.00%	-0.2%	Q1 2025
UBERUber Technologies, Inc	$810K	0.40%	0.00%	0.0%	Q2 2023
AAPLApple Inc.	$668K	0.33%	0.00%	+9.7%	Q4 2020
ORealty Income Corp	$656K	0.33%	0.00%	+0.1%	Q1 2025
DHRDanaher Corp	$641K	0.32%	0.00%	Not reported	Q3 2020
SOSouthern Co	$632K	0.32%	0.00%	-2.1%	Q2 2020
GEHCGE HealthCare Technologies Inc.	$587K	0.29%	0.00%	-0.3%	Q2 2025
SMHMarket Vectors ETF Trust	$569K	0.28%	Not reported	Not reported	Q1 2024
AMGNAmgen Inc	$552K	0.28%	0.00%	Not reported	Q4 2019
MDTMedtronic plc	$552K	0.28%	0.00%	-42.8%	Q4 2019
TXNTexas Instruments Inc	$494K	0.25%	0.00%	Not reported	Q4 2019
PULSPulse Electronics Corp	$489K	0.24%	0.06%	+6.2%	Q3 2025
CLXClorox Co	$407K	0.20%	0.00%	+13.7%	Q3 2025
CMGChipotle Mexican Grill Inc	$388K	0.19%	0.00%	New	Q4 2025
ALBAlbemarle Corp	$385K	0.19%	0.00%	Not reported	Q4 2019
OTISOtis Worldwide Corp	$373K	0.19%	0.00%	New	Q4 2025
EMREmerson Electric Co	$348K	0.17%	0.00%	Not reported	Q4 2019
ADPAutomatic Data Processing Inc	$341K	0.17%	0.00%	Not reported	Q4 2019
ABTAbbott Laboratories	$306K	0.15%	0.00%	Not reported	Q4 2019
VICIVici Properties Inc.	$287K	0.14%	0.00%	New	Q4 2025
BRK.BBerkshire Hathaway Inc	$283K	0.14%	Not reported	Not reported	Q4 2019
TCBXThird Coast Bancshares, Inc.	$277K	0.14%	0.05%	-8.3%	Q1 2022
TGTTarget Corp	$267K	0.13%	0.00%	Not reported	Q4 2019
XOMExxonMobil Holdings Corp	$217K	0.11%	0.00%	Not reported	Q4 2019
Q3 2025Reported Oct 29, 202537 positions
MSFTMicrosoft Corp	$9.16M	4.61%	0.00%	-0.7%	Q4 2019
GOOGLAlphabet Inc.	$7.13M	3.59%	0.00%	-1.1%	Q4 2019
AMZNAmazon Com Inc	$4.22M	2.13%	0.00%	+4.5%	Q4 2019
BLKBlackRock, Inc.	$2.96M	1.49%	0.00%	-1.7%	Q4 2019
AVGOBroadcom Inc.	$2.95M	1.48%	0.00%	-1.1%	Q3 2022
NOWServiceNow, Inc.	$2.66M	1.34%	0.00%	-1.7%	Q4 2019
WMTWalmart Inc.	$2.34M	1.18%	0.00%	-2.2%	Q4 2019
GSGoldman Sachs Group Inc	$2.15M	1.08%	0.00%	-1.7%	Q3 2020
GDGeneral Dynamics Corp	$2.03M	1.02%	0.00%	-1.6%	Q4 2019
CRMSalesforce, Inc.	$1.81M	0.91%	0.00%	-1.0%	Q4 2019
AXPAmerican Express Co	$1.62M	0.82%	0.00%	+1.0%	Q2 2020
JPMJPMorgan Chase & Co	$1.59M	0.80%	0.00%	+0.1%	Q4 2020
ROKRockwell Automation, Inc	$1.51M	0.76%	0.00%	-1.6%	Q2 2022
MAMastercard Inc	$1.47M	0.74%	0.00%	-1.6%	Q3 2022
LMTLockheed Martin Corp	$1.46M	0.73%	0.00%	-1.1%	Q4 2020
BXBlackstone Inc.	$1.27M	0.64%	0.00%	+1.1%	Q3 2022
UBERUber Technologies, Inc	$971K	0.49%	0.00%	-0.4%	Q2 2023
MDTMedtronic plc	$956K	0.48%	0.00%	-2.1%	Q4 2019
RTXRTX Corp	$834K	0.42%	0.00%	-0.8%	Q2 2020
ORealty Income Corp	$707K	0.36%	0.00%	-1.9%	Q1 2025
SOSouthern Co	$702K	0.35%	0.00%	+1.7%	Q2 2020
MRKMerck & Co., Inc.	$674K	0.34%	0.00%	-3.4%	Q1 2025
AAPLApple Inc.	$571K	0.29%	0.00%	-1.1%	Q4 2020
GEHCGE HealthCare Technologies Inc.	$539K	0.27%	0.00%	-0.4%	Q2 2025
TXNTexas Instruments Inc	$523K	0.26%	0.00%	Not reported	Q4 2019
AMGNAmgen Inc	$476K	0.24%	0.00%	Not reported	Q4 2019
PULSPulse Electronics Corp	$463K	0.23%	0.05%	New	Q3 2025
CLXClorox Co	$438K	0.22%	0.00%	New	Q3 2025
ADPAutomatic Data Processing Inc	$389K	0.20%	0.00%	Not reported	Q4 2019
EMREmerson Electric Co	$344K	0.17%	0.00%	Not reported	Q4 2019
KMXCarmax Inc	$331K	0.17%	0.01%	-4.5%	Q2 2025
ABTAbbott Laboratories	$327K	0.16%	0.00%	+0.5%	Q4 2019
TCBXThird Coast Bancshares, Inc.	$302K	0.15%	0.06%	-6.9%	Q1 2022
BRK.BBerkshire Hathaway Inc	$283K	0.14%	Not reported	Not reported	Q4 2019
TGTTarget Corp	$245K	0.12%	0.00%	-0.5%	Q4 2019
ALBAlbemarle Corp	$221K	0.11%	0.00%	Not reported	Q4 2019
XOMExxonMobil Holdings Corp	$204K	0.10%	0.00%	Not reported	Q4 2019

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