Beaumont Asset Management, L.L.C.
All 13F Filings
- Location
- Beaumont, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 222,159
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/21/2026 | 76 | 222,159 | 13F-HR | Beaumont Asset Management, L.L.C. |
| Q4 2025 | 1/21/2026 | 71 | 200,108 | 13F-HR | Beaumont Asset Management, L.L.C. |
| Q3 2025 | 10/29/2025 | 68 | 198,736 | 13F-HR | Beaumont Asset Management, L.L.C. |
| Q2 2025 | 7/23/2025 | 65 | 186,257 | 13F-HR | Beaumont Asset Management, L.L.C. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 64.54 K | 29.1% | 0 | 47.21 K | -47.21 K |
| ETFs | 135.4 K | 60.9% | 60.03 K | 0 | 60.03 K |
| Debt | 22.25 K | 10.0% | 9.232 K | 0 | 9.232 K |
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Fund Snapshot
Q1 2026
Latest filed
4/21/2026
Total value ($000)
222,159
Holdings
76
QoQ value change ($000)
22,051
(11.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.