Beaumont Capital Management

Algorithmic Investment Models as of March 31, 2026

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