Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2019 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 19 | Q2 2024 | 26.2% |
VANECK VECTORS MORNINGSTAR WIDE MOAT ETF | 19 | Q2 2024 | 17.3% |
MICROSOFT CORP COM | 19 | Q2 2024 | 5.6% |
ALPHABET INC CAP STK CL A | 19 | Q2 2024 | 3.8% |
AMAZON COM INC COM | 19 | Q2 2024 | 3.2% |
SERVICENOW INC COM | 19 | Q2 2024 | 3.0% |
SPDR S&P SEMICONDUCTOR ETF | 19 | Q2 2024 | 3.0% |
SALESFORCE INC COM | 19 | Q2 2024 | 2.9% |
BLACKROCK INC COM | 19 | Q2 2024 | 2.5% |
FIDELITY MSCI HEALTH CARE INDEX ETF | 19 | Q2 2024 | 1.8% |
View Beaumont Asset Management, L.L.C.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-19 |
13F-HR | 2024-08-02 |
13F-HR | 2024-05-13 |
13F-HR | 2024-02-01 |
13F-HR | 2023-10-30 |
13F-HR | 2023-08-02 |
13F-HR | 2023-04-24 |
13F-HR | 2023-01-18 |
13F-HR | 2022-11-01 |
13F-HR | 2022-07-19 |
View Beaumont Asset Management, L.L.C.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.