Beaumont Capital Management

Latest statistics and disclosures from Beaumont Capital Management's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Beaumont Capital Management

Companies in the Beaumont Capital Management portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR Aggregate Bond ETF Portfolio Agrgte (SPAB) 8.9 $14M 498k 27.79
Fidelity MSCI Financials Index ETF Msci Finls Idx (FNCL) 4.5 $7.0M +3228% 130k 54.15
Consumer Staples Select Sector SPDR Sbi Cons Stpls (XLP) 4.5 $7.0M +4% 92k 75.89
Fidelity MSCI Information Technology ETF Msci Info Tech I (FTEC) 4.5 $7.0M +3651% 57k 123.09
Fidelity MSCI Utilities Index ETF Msci Utils Index (FUTY) 4.5 $7.0M 146k 47.92
Industrial Select Sector SPDR Sbi Int-inds (XLI) 4.5 $7.0M NEW 68k 102.97
Consumer Discretionary Select Sector SPDR Sbi Cons Discr (XLY) 4.5 $7.0M +13% 38k 184.99
HealthCare Select Sector SPDR Sbi Healthcare (XLV) 4.5 $7.0M +5% 51k 136.98
Real Estate Select Sector SPDR ETF Rl Est Sel Sec (XLRE) 4.5 $7.0M +10% 145k 48.32
Energy Select Sector SPDR Energy (XLE) 4.5 $7.0M -25% 92k 76.43
Fidelity MSCI Materials Index ETF Msci Matls Index (FMAT) 4.5 $7.0M NEW 141k 49.68
NuShares Enhanced Yield U.S. Aggregate Bond ETF Nuveen Enhnc Yld (NUAG) 4.0 $6.1M 268k 22.96
WisdomTree Emerging Markets ex State-Owned Enterprises Fund ETF Em Ex St-owned (XSOE) 3.0 $4.6M -45% 140k 32.73
Vanguard Developed Markets ETF Ftse Dev Mkt Etf (VEA) 2.9 $4.5M 94k 48.02

Setup an alert

Beaumont Capital Management will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Vanguard FTSE All-World ex-US ETF Allwrld Ex Us (VEU) 2.8 $4.4M +240% 76k 57.59
Technology Select Sector SPDR Technology (XLK) 2.7 $4.2M -37% 26k 158.97
Vanguard Mid Cap ETF Mid Cap Etf (VO) 2.7 $4.1M 17k 237.83
Vanguard Small Cap ETF Sml Cp Grw Etf (VBK) 2.7 $4.1M +7% 17k 248.13
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH) 2.6 $4.1M NEW 69k 59.26
iShares Government/Credit Bond ETF Gov/cred Bd Etf (GBF) 2.6 $4.0M +15% 35k 113.43
iShares Aggregate Bond ETF Core Us Aggbd Et (AGG) 2.6 $4.0M 37k 107.09
WisdomTree Bloomberg U.S. Dollar Bullish Fund Blmbg Us Bull (USDU) 2.6 $4.0M +6% 151k 26.47
iShares Barclays 7-10 Year Treasury Bond ETF Barclays 7 10 Yr (IEF) 2.3 $3.5M -11% 33k 107.46
Vanguard Mortgage-Backed Securities ETF Mtg-bkd Secs Etf (VMBS) 1.9 $2.9M -27% 58k 50.10
iShares Agency Bond ETF Agency Bond Etf (AGZ) 1.9 $2.9M 26k 112.30
SPDR Portfolio Intermediate Term Corporate Bond ETF Portfolio Intrmd (SPIB) 1.9 $2.9M -27% 85k 34.15
Fidelity Limited Term Bond ETF Ltd Trm Bd Etf (FLTB) 1.7 $2.6M -2% 53k 49.75
Schwab US TIPS ETF Us Tips Etf (SCHP) 1.7 $2.6M -2% 43k 60.70
iShares Residential and Multisector Real Estate ETF Residential Mult (REZ) 0.7 $1.1M NEW 11k 95.87
iShares S&P Global 100 Index ETF Global 100 Etf (IOO) 0.7 $1.1M NEW 14k 76.02
Vanguard Emerging Markets ETF Emerg Mkt Bd Etf (VWOB) 0.6 $864k +4% 12k 69.85
SPDR Portfolio TIPS ETF Portfli Tips Etf (SPIP) 0.4 $602k -4% 20k 30.24
iShares Russell 1000 Value Index ETF Rus 1000 Val Etf (IWD) 0.3 $474k NEW 2.9k 165.97
iShares 10-20 Year Treasury Bond ETF 10-20 Yr Trs Etf (TLH) 0.3 $474k -5% 3.5k 134.62
iShares S&P Global Information Technology Se Global Tech Etf (IXN) 0.3 $474k NEW 8.2k 58.00
Fidelity MSCI Consumer Discretionary ETF Msci Consm Dis (FDIS) 0.2 $252k +10% 3.1k 80.61
Vanguard Total World Stock ETF Tt Wrld St Etf (VT) 0.2 $237k -3% 2.3k 101.11
Fidelity MSCI Health Care Index ETF Msci Hlth Care I (FHLC) 0.1 $207k +6% 3.2k 65.59

Past Filings by Beaumont Capital Management

SEC 13F filings are viewable for Beaumont Capital Management going back to 2020