Beaumont Asset Management, L.L.C.
All 13F Filings
- Location
- Beaumont, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 200,108
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 | 111.7 K | 55.8% | 5.358 K | 0 | 5.358 K |
| ETFs | 75.34 K | 37.6% | 1.104 K | 0 | 1.104 K |
| Debt | 13.02 K | 6.5% | 0 | 5.092 K | -5.092 K |
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Fund Snapshot
Q4 2025
Latest filed
1/21/2026
Total value ($000)
200,108
Holdings
71
QoQ value change ($000)
1,372
(0.7%)
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.