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Beaumont Capital Management

Latest statistics and disclosures from Algorithmic Investment Models's latest quarterly 13F-HR filing:

Top 5 stock holdings are XLE, FLQM, XLB, XLV, XLP, and represent 36.56% of Algorithmic Investment Models's stock portfolio.
Added to shares of these 10 stocks: XLP (+$5.5M), DXJ, RPV, COMT, USDU, XLC, IEF, XLK, XLRE, ASHR.
Started 9 new stock positions in GUTS, ASHR, USDU, ELME, RPV, DXJ, GOSS, XLP, COMT.
Reduced shares in these 10 stocks: FNCL, , AGG, XLI, AMLP, LVHI, ILF, , NANR, EFV.
Sold out of its positions in DOCS, FNCL, AGG, IGE, ILF, IGF, EFV, STIP, GRML, NANR. XLY, SOWG, VNQI.
Algorithmic Investment Models was a net seller of stock by $-2.7M.
Algorithmic Investment Models has $81M in assets under management (AUM), dropping by -0.09%.
Central Index Key (CIK): 0001806628

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Positions held by Beaumont Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Algorithmic Investment Models

Algorithmic Investment Models holds 32 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Select Sector Spdr Tr State Street Ene (XLE)	8.6	$6.9M	+3%	113k	61.26	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	7.4	$6.0M	+4%	109k	54.93	View chart
Select Sector Spdr Tr State Street Mat (XLB)	7.1	$5.7M	+6%	114k	49.97	View chart
Select Sector Spdr Tr State Street Hea (XLV)	6.8	$5.5M	+7%	38k	146.61	View chart
Select Sector Spdr Tr State Street Con (XLP)	6.8	$5.5M	NEW	67k	81.98	View chart
Select Sector Spdr Tr State Street Ind (XLI)	6.7	$5.5M	-14%	34k	161.73	View chart
Select Sector Spdr Tr State Street Uti (XLU)	6.7	$5.4M	+2%	118k	45.89	View chart
Select Sector Spdr Tr State Street Com (XLC)	6.6	$5.4M	+17%	49k	110.86	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	6.6	$5.4M	+12%	132k	40.83	View chart
Select Sector Spdr Tr State Street Tec (XLK)	6.6	$5.3M	+13%	40k	132.90	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	5.1	$4.1M	-2%	55k	75.10	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	4.9	$4.0M	-5%	100k	40.10	View chart
Alps Etf Tr Alerian Mlp (AMLP)	2.5	$2.0M	-27%	39k	52.64	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	1.6	$1.3M	NEW	8.1k	158.58	View chart
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)	1.5	$1.2M	NEW	11k	107.39	View chart
Spdr Series Trust State Street Spd (XBI)	1.5	$1.2M	+25%	9.5k	127.73	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	1.5	$1.2M	NEW	36k	33.81	View chart
Doubleline Etf Trust Opportunistic Co (DBND)	1.5	$1.2M		26k	45.81	View chart
Wisdomtree Tr Blmbg Us Bull (USDU)	1.5	$1.2M	NEW	45k	26.33	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.5	$1.2M	+121%	12k	95.44	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.4	$1.2M	+3%	15k	79.27	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.9	$736k		6.7k	110.39	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.8	$660k	-3%	6.2k	106.68	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.8	$640k	-51%	16k	40.54	View chart
Spdr Index Shs Fds State Street Spd (EWX)	0.8	$612k	+4%	9.3k	66.12	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.7	$590k	-7%	32k	18.29	View chart
Dbx Etf Tr Xtrack Hrvst Csi (ASHR)	0.7	$580k	NEW	18k	32.64	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.6	$452k	+3%	2.4k	191.92	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.4	$311k	-39%	2.2k	138.34	View chart
Elme Communities Sh Ben Int (ELME)	0.0	$24k	NEW	12k	2.01	View chart
Fractyl Health (GUTS)	0.0	$7.1k	NEW	16k	0.46	View chart
Gossamer Bio (GOSS)	0.0	$3.5k	NEW	11k	0.33	View chart

Past Filings by Algorithmic Investment Models

SEC 13F filings are viewable for Algorithmic Investment Models going back to 2020

Algorithmic Investment Models 2026 Q1 filed May 14, 2026
Algorithmic Investment Models 2025 Q4 filed Feb. 10, 2026
Algorithmic Investment Models 2025 Q3 filed Nov. 10, 2025
Algorithmic Investment Models 2025 Q2 filed Aug. 11, 2025
Algorithmic Investment Models 2025 Q1 filed May 15, 2025
Beaumont Capital Management 2024 Q4 filed Feb. 14, 2025
Beaumont Capital Management 2024 Q3 filed Nov. 5, 2024
Beaumont Capital Management 2024 Q2 filed Aug. 12, 2024
Beaumont Capital Management 2024 Q1 filed May 10, 2024
Beaumont Capital Management 2023 Q4 filed Feb. 12, 2024
Beaumont Capital Management 2023 Q3 filed Nov. 9, 2023
Beaumont Capital Management 2023 Q2 filed Aug. 3, 2023
Beaumont Capital Management 2023 Q1 filed May 11, 2023
Beaumont Capital Management 2022 Q4 filed Feb. 9, 2023
Beaumont Capital Management 2022 Q3 filed Nov. 10, 2022
Beaumont Capital Management 2022 Q2 filed Aug. 10, 2022

View all past filings

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