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Home > Institutional Investor > Beaumont Asset Management, L.l.c. > Profile

Instuitional Investor - Beaumont Asset Management, L.l.c.

Fund Profile
Filing Period:
Fund Name: Beaumont Asset Management, L.l.c.
Portfolio Value $165,559,268
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 82,139 $46,153,904 27.88%
2.
Vaneck Etf Trust
 249,495 $21,955,553 13.26%
3.
Ishares Tr - IBONDS DEC25 ETF
 326,209 $8,204,156 4.96%
4.
Microsoft Corp
 MSFT 17,717 $6,650,742 4.02%
5.
Vanguard Index Fds - VALUE ETF
 31,074 $5,367,731 3.24%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)