Beaumont Asset Management, L.L.C.
All 13F Filings
- Location
- Beaumont, TX
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 289,340
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/16/2026 | 80 | 289,340 | 13F-HR | Beaumont Asset Management, L.L.C. |
| Q2 2026 | 7/22/2026 | 79 | 257,425 | 13F-HR | Beaumont Asset Management, L.L.C. |
| 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 | 76.65 K | 26.5% | 7.125 K | 0 | 7.125 K |
| ETFs | 189.6 K | 65.5% | 17.36 K | 0 | 17.36 K |
| Debt | 23.1 K | 8.0% | 7.432 K | 0 | 7.432 K |
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Fund Snapshot
Q3 2026
Latest filed
10/16/2026
Total value ($000)
289,340
Holdings
80
QoQ value change ($000)
31,915
(12.4%)
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.