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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
40
3
4
1
2
1
34
4
2
BEAUMONT FINANCIAL PARTNERS LLC

Time Period2018-09-30

Total Holdings230

Total Value ($x1000)1,003,545
Activities
New42

Increased78

Unchanged43

Decreased67

Sold Out18

Top 10 Stock Holdingstotal 27.58%
IJT3.57

IJH3.46

XLC2.94

FREL2.58

FTEC2.57

 
FENY2.53

FNCL2.5

FHLC2.48

FDIS2.48

FUTY2.47

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IJT
3.57%
SP SMCP600GR ETF
IJH
3.46%
CORE S&P MCP ETF
XLC
2.94%
COMMUNICATION
FREL
2.58%
MSCI RL EST ETF
FTEC
2.57%
MSCI INFO TECH I
FENY
2.53%
MSCI ENERGY IDX
FNCL
2.5%
MSCI FINLS IDX
FHLC
2.48%
MSCI HLTH CARE I
FDIS
2.48%
MSCI CONSM DIS
FUTY
2.47%
MSCI UTILS INDEX
FIDU
2.46%
MSCI INDL INDX
FSTA
2.46%
CONSMR STAPLES
FMAT
2.45%
MSCI MATLS INDEX
AAPL
2.29%
COM
JNJ
2.29%
COM
VUG
2.12%
GROWTH ETF
V
2.07%
COM CL A
AGG
2.04%
CORE TOTUSBD ETF
FDN
1.96%
DJ INTERNT IDX
OUSA
1.9%
OSHARS FTSE US
MCD
1.81%
COM
ACWX
1.77%
MSCI ACWI US ETF
BRK.B
1.76%
CL B NEW
GOOGL
1.67%
CAP STK CL A
TOTL
1.66%
SPDR TR TACTIC
LOW
1.58%
COM
HDV
1.54%
HIGH DIVIDND ETF
MSFT
1.54%
COM
NUAG
1.53%
ENHANCED YIELD
PEP
1.29%
COM
DWDP
1.23%
COM
FB
1.17%
CL A
IVV
1.13%
CORE S&P500 ETF
VNQ
1.04%
REIT ETF
DVY
0.99%
SELECT DIVID ETF
EMLP
0.94%
NO AMER ENERGY
ABT
0.88%
COM
AMZN
0.82%
COM
SCPB
0.81%
BARC SHT TR CP
MDLZ
0.8%
CL A
XLY
0.8%
SBI CONS DISCR
VWO
0.78%
FTSE EMR MKT ETF
VEU
0.66%
ALLWRLD EX US
UTX
0.64%
COM
FTV
0.6%
COM
DHR
0.6%
COM
HON
0.57%
COM
MRK
0.51%
COM
VTV
0.5%
VALUE ETF
MUNI
0.48%
INTER MUN BD ST
RDS/A
0.48%
SPONS ADR A
XLF
0.48%
SBI INT-FINL
CHTR
0.46%
CL A
XLI
0.46%
SBI INT-INDS
IJR
0.45%
CORE S&P SCP ETF
XLV
0.44%
SBI HEALTHCARE
XLE
0.4%
SBI INT-ENERGY
XLP
0.4%
SBI CONS STPLS
IHI
0.39%
U.S. MED DVC ETF
SOXX
0.38%
PHLX SEMICND ETF
XLK
0.38%
TECHNOLOGY
CSJ
0.37%
1-3 YR CR BD ETF
SUB
0.35%
SHT NTLAMTFR ETF
XLU
0.35%
SBI INT-UTILS
XLB
0.34%
SBI MATERIALS
XLRE
0.34%
RL EST SEL SEC
ITA
0.34%
U.S. AER&DEF ETF
IXN
0.34%
GLOBAL TECH ETF
MUB
0.34%
NAT AMT FREE BD
XOM
0.33%
COM
SPYG
0.33%
S&P 500 GROWTH
INDY
0.33%
INDIA 50 ETF
IBB
0.28%
NASDQ BIOTEC ETF
FLRN
0.19%
INV GRD FLT RT
EZU
0.19%
EMU ETF
IYG
0.19%
U.S. FIN SVC ETF
HD
0.19%
COM
TJX
0.18%
COM
MA
0.18%
CL A
JPM
0.16%
COM
IEMG
0.16%
CORE MSCI EMKT
VOO
0.15%
SHS
UNP
0.14%
COM
CELG
0.14%
COM
IBM
0.13%
COM
LAG
0.13%
BRCLYS AGG ETF
JHMI
0.12%
MLTFACTR INDLS
JHMC
0.12%
MULTIFACTOR CO
JHMS
0.12%
MLTFCTR CONSMR
JHMU
0.12%
MLTFACTR UTILS
FXL
0.12%
TECH ALPHADEX
FXH
0.12%
HLTH CARE ALPH
JHME
0.12%
MLTFACTOR ENRG
JHMA
0.12%
MLTFACTR MATLS
FXO
0.12%
FINLS ALPHADEX
UNH
0.12%
COM
PG
0.12%
COM
CEF
0.11%
UNIT
SPY
0.1%
TR UNIT
PHYS
0.1%
UNIT
MINT
0.1%
ENHAN SHRT MAT
BA
0.1%
COM
SDY
0.09%
S&P DIVID ETF
NEA
0.09%
COM
INTC
0.09%
COM
TXN
0.09%
COM
PFE
0.09%
COM
COST
0.09%
COM
IWM
0.08%
RUSSELL 2000 ETF
EEM
0.08%
MSCI EMG MKT ETF
GVI
0.08%
INTRM GOV/CR ETF
VTI
0.08%
TOTAL STK MKT
BMY
0.08%
COM
DGRO
0.08%
CORE DIV GRWTH
KMB
0.07%
COM
AMT
0.07%
COM
MTUM
0.07%
MSCI USAMOMFCT
GOOG
0.07%
CAP STK CL C
BDX
0.07%
COM
ABMD
0.07%
COM
CIU
0.07%
INTERM CR BD ETF
CVX
0.07%
COM
DVMT
0.07%
COM CL V
VGSH
0.07%
SHTRM GVT BD ETF
AGZ
0.07%
AGENCY BOND ETF
KO
0.06%
COM
BSCL
0.06%
BULSHS 2021 CB
FLOT
0.06%
FLTG RATE BD ETF
VMBS
0.06%
MORTG-BACK SEC
STZ
0.06%
CL A
BAC
0.06%
COM
MMM
0.06%
COM
ABBV
0.06%
COM
RTN
0.06%
COM NEW
BLK
0.06%
COM
ADP
0.06%
COM
VZ
0.06%
COM
BSCM
0.06%
BULSHS 2022 CB
BSCN
0.06%
BULSHS 2023 CB
MS
0.06%
COM NEW
NEE
0.06%
COM
DIS
0.06%
COM DISNEY
SYK
0.05%
COM
IYJ
0.05%
U.S. INDS ETF
BSCJ
0.05%
BULSHS 2019 CB
AAXJ
0.05%
MSCI AC ASIA ETF
VT
0.05%
TT WRLD ST ETF
NVO
0.05%
ADR
BSCK
0.05%
BULSHS 2020 CB
FTSL
0.05%
SENIOR LN FD
VO
0.05%
MID CAP ETF
CRS
0.05%
COM
BCE
0.05%
COM NEW
CSCO
0.05%
COM
T
0.05%
COM
VEA
0.05%
FTSE DEV MKT ETF
BR
0.04%
COM
KWEB
0.04%
CSI CHI INTERNET
CME
0.04%
COM
EMR
0.04%
COM
IWD
0.04%
RUS 1000 VAL ETF
ACN
0.04%
SHS CLASS A
EFA
0.04%
MSCI EAFE ETF
AFL
0.04%
COM
GE
0.04%
COM
SHYG
0.04%
0-5YR HI YL CP
ONEQ
0.04%
NDQ CP IDX TRK
MO
0.04%
COM
AVGO
0.04%
COM
GLD
0.03%
GOLD SHS
SO
0.03%
COM
LMT
0.03%
COM
DIA
0.03%
UT SER 1
QCOM
0.03%
COM
MMP
0.03%
COM UNIT RP LP
GD
0.03%
COM
DBEZ
0.03%
MSCI EM HDG EQ
EIS
0.03%
MSCI ISR CAP ETF
BRK.A
0.03%
CL A
CMCSA
0.03%
CL A
GILD
0.03%
COM
KAR
0.03%
COM
SPLV
0.03%
S&P500 LOW VOL
CCI
0.03%
COM
JPZ
0.03%
COM
IUSB
0.03%
CORE TL USD BD
RSG
0.03%
COM
BSJJ
0.03%
BULSHS 2019 HY
XBI
0.03%
S&P BIOTECH
NOBL
0.03%
S&P 500 ARISTO
HEDJ
0.03%
EUROPE HEDGED EQ
KKR
0.03%
CL A
BSJK
0.03%
BULSHS 2020 HY
PH
0.03%
COM
NFG
0.03%
COM
AXP
0.03%
COM
INDB
0.03%
COM
IVW
0.03%
S&P 500 GRWT ETF
SHY
0.03%
1-3 YR TR BD ETF
ES
0.02%
COM
YUM
0.02%
COM
NULG
0.02%
ESG LARGE CAP
NVDA
0.02%
COM
EQIX
0.02%
COM PAR $0.001
PRF
0.02%
FTSE RAFI 1000
STIP
0.02%
0-5 YR TIPS ETF
LOWC
0.02%
LOW CARBON ETF
APD
0.02%
COM
PSXP
0.02%
COM UNIT REP INT
IDXX
0.02%
COM
UPS
0.02%
CL B
SHE
0.02%
SSGA GNDER ETF
ECL
0.02%
COM
STE
0.02%
SHS USD
TOCA
0.02%
COM
IPGP
0.02%
COM
BP
0.02%
SPONSORED ADR
VCSH
0.02%
SHRT TRM CORP BD
D
0.02%
COM
EMN
0.02%
COM
VONG
0.02%
VNG RUS1000GRW
HRS
0.02%
COM
TXMD
0.02%
COM
EDGW
0.02%
COM
VSTM
0.01%
COM
IGD
0.01%
COM
MVF
0.01%
COM
PSLV
0.01%
TR UNIT
MFM
0.01%
SH BEN INT
CELGZ
< 0.01%
RIGHT 12/31/2030
SCJ
0.34%
MSCI JAPN SMCETF
GBF
0.23%
GOV/CRED BD ETF
FLTB
0.22%
LTD TRM BD ETF
KIE
0.17%
S&P INS ETF
ITR
0.16%
INTR TRM CORP BD
SHV
0.07%
SHRT TRS BD ETF
FXI
0.05%
CHINA LG-CAP ETF
GOVT
0.04%
U.S. TRS BD ETF
SLV
0.04%
ISHARES
STZ
0.03%
CALL
KKR
0.03%
COM UNITS
IXC
0.03%
GLOBAL ENERG ETF
MXI
0.03%
GLOBAL MATER ETF
REET
0.03%
GLOBAL REIT ETF
RXI
0.03%
GLB CNS DISC ETF
WFC
0.03%
COM
MRCY
0.02%
COM
LQD
0.02%
IBOXX INV CP ETF