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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.
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Market Cap
Large
Value
Mid
Blend
Small
Growth
37
1
1
1
1
2
32
2
2
BEAUMONT FINANCIAL PARTNERS LLC

Time Period2018-03-31

Total Holdings206

Total Value ($x1000)896,495
Activities
New42

Increased114

Unchanged13

Decreased37

Sold Out24

Top 10 Stock Holdingstotal 36.24%
FTEC4.19

FNCL4.12

FDIS4.09

FHLC4.08

FIDU4.08

 
FMAT4.07

IJH3.51

IJT3.35

VWO2.44

AGG2.31

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
FTEC
4.19%
MSCI INFO TECH I
FNCL
4.12%
MSCI FINLS IDX
FDIS
4.09%
MSCI CONSM DIS
FHLC
4.08%
MSCI HLTH CARE I
FIDU
4.08%
MSCI INDL INDX
FMAT
4.07%
MSCI MATLS INDEX
IJH
3.51%
CORE S&P MCP ETF
IJT
3.35%
SP SMCP600GR ETF
VWO
2.44%
FTSE EMR MKT ETF
AGG
2.31%
CORE TOTUSBD ETF
JNJ
2.19%
COM
VUG
2.01%
GROWTH ETF
HDV
1.98%
HIGH DIVIDND ETF
V
1.92%
COM CL A
AAPL
1.91%
COM
MCD
1.86%
COM
BRK.B
1.8%
CL B NEW
OUSA
1.78%
OSHARS FTSE US
ACWX
1.66%
MSCI ACWI US ETF
TOTL
1.62%
SPDR TR TACTIC
GOOGL
1.59%
CAP STK CL A
FDN
1.45%
DJ INTERNT IDX
NUAG
1.44%
ENHANCED YIELD
LOW
1.37%
COM
DWDP
1.32%
COM
VNQ
1.21%
REIT ETF
FB
1.14%
CL A
IVV
1.07%
CORE S&P500 ETF
EMLP
1.05%
NO AMER ENERGY
DVY
1.03%
SELECT DIVID ETF
PEP
0.95%
COM
CEF
0.94%
UNIT
MUNI
0.93%
INTER MUN BD ST
SCPB
0.91%
BARC SHT TR CP
XLF
0.89%
SBI INT-FINL
XLY
0.88%
SBI CONS DISCR
XLI
0.86%
SBI INT-INDS
XLV
0.85%
SBI HEALTHCARE
MDLZ
0.84%
CL A
T
0.82%
COM
ABT
0.8%
COM
XLK
0.78%
TECHNOLOGY
XLB
0.75%
SBI MATERIALS
EEM
0.65%
MSCI EMG MKT ETF
FTV
0.65%
COM
DHR
0.59%
COM
CHTR
0.5%
CL A
UTX
0.5%
COM
RDS/A
0.49%
SPONS ADR A
CSCO
0.47%
COM
D
0.45%
COM
MUB
0.44%
NAT AMT FREE BD
MRK
0.44%
COM
SUB
0.43%
SHT NTLAMTFR ETF
CSJ
0.42%
1-3 YR CR BD ETF
FXI
0.42%
CHINA LG-CAP ETF
HON
0.38%
COM
SCJ
0.37%
MSCI JAPN SMCETF
EWT
0.37%
MSCI TAIWAN ETF
TOK
0.36%
MSCI KOKUSAI ETF
PHYS
0.36%
UNIT
SOXX
0.36%
PHLX SEMICND ETF
EWH
0.36%
MSCI HONG KG ETF
JHMC
0.33%
MULTIFACTOR CO
FXL
0.33%
TECH ALPHADEX
FXO
0.32%
FINLS ALPHADEX
FXZ
0.32%
MATERIALS ALPH
FXR
0.32%
INDLS PROD DUR
FXH
0.32%
HLTH CARE ALPH
XOM
0.28%
COM
IBB
0.28%
NASDQ BIOTEC ETF
IEMG
0.25%
CORE MSCI EMKT
EWA
0.24%
MSCI AUST ETF
EZU
0.24%
EMU ETF
VTV
0.23%
VALUE ETF
ORCL
0.22%
COM
AMZN
0.22%
COM
INTC
0.19%
COM
IXN
0.19%
GLOBAL TECH ETF
HYG
0.19%
IBOXX HI YD ETF
EPP
0.19%
MSCI PAC JP ETF
EWS
0.18%
MSCI SINGPOR ETF
IHI
0.17%
U.S. MED DVC ETF
GMM
0.17%
EMERG MKTS ETF
BKF
0.17%
MSCI BRIC INDX
LAG
0.16%
BRCLYS AGG ETF
CELG
0.15%
COM
IBM
0.14%
COM
MSFT
0.14%
COM
TJX
0.14%
COM
FLOT
0.14%
FLTG RATE BD ETF
UNP
0.13%
COM
GLD
0.13%
GOLD SHS
HD
0.12%
COM
SDY
0.12%
S&P DIVID ETF
MA
0.12%
CL A
PG
0.11%
COM
SPY
0.11%
TR UNIT
NEA
0.11%
COM
TXN
0.1%
COM
JPM
0.1%
COM
BA
0.1%
COM
GVI
0.09%
INTRM GOV/CR ETF
MINT
0.09%
ENHAN SHRT MAT
BMY
0.09%
COM
KMB
0.08%
COM
STIP
0.08%
0-5 YR TIPS ETF
FENY
0.08%
MSCI ENERGY IDX
ABMD
0.08%
COM
XLP
0.08%
SBI CONS STPLS
XLE
0.08%
SBI INT-ENERGY
PFE
0.08%
COM
KO
0.08%
COM
IJR
0.08%
CORE S&P SCP ETF
ABBV
0.07%
COM
AMT
0.07%
COM
STZ
0.07%
CL A
CVX
0.07%
COM
KWEB
0.07%
CSI CHI INTERNET
GE
0.07%
COM
MMM
0.07%
COM
CIU
0.06%
INTERM CR BD ETF
VEU
0.06%
ALLWRLD EX US
AAXJ
0.06%
MSCI AC ASIA ETF
GOOG
0.06%
CAP STK CL C
GBF
0.06%
GOV/CRED BD ETF
DGRO
0.06%
CORE DIV GRWTH
BCE
0.06%
COM NEW
FTSL
0.06%
SENIOR LN FD
VZ
0.06%
COM
EFA
0.06%
MSCI EAFE ETF
MS
0.06%
COM NEW
MBB
0.06%
MBS ETF
TIP
0.06%
TIPS BD ETF
FLTB
0.06%
LTD TRM BD ETF
AGZ
0.06%
AGENCY BOND ETF
RTN
0.06%
COM NEW
DVMT
0.06%
COM CL V
IYJ
0.05%
U.S. INDS ETF
SYK
0.05%
COM
NEE
0.05%
COM
VO
0.05%
MID CAP ETF
DIS
0.05%
COM DISNEY
GD
0.05%
COM
COST
0.05%
COM
MO
0.05%
COM
NVO
0.05%
ADR
UNH
0.04%
COM
EMR
0.04%
COM
DBEZ
0.04%
MSCI EM HDG EQ
SHYG
0.04%
0-5YR HI YL CP
CRS
0.04%
COM
GOVT
0.04%
U.S. TRS BD ETF
AFL
0.04%
COM
ACN
0.04%
SHS CLASS A
VT
0.04%
TT WRLD ST ETF
IWD
0.04%
RUS 1000 VAL ETF
BDX
0.04%
COM
SO
0.04%
COM
SLV
0.04%
ISHARES
EIS
0.04%
MSCI ISR CAP ETF
IWM
0.04%
RUSSELL 2000 ETF
ADP
0.04%
COM
ONEQ
0.04%
NDQ CP IDX TRK
CMCSA
0.04%
CL A
IPGP
0.04%
COM
BAC
0.03%
COM
IUSB
0.03%
CORE TL USD BD
DIA
0.03%
UT SER 1
BRK.A
0.03%
CL A
BLK
0.03%
COM
MTUM
0.03%
MSCI USAMOMFCT
MRCY
0.03%
COM
JPZ
0.03%
COM
HEDJ
0.03%
EUROPE HEDGED EQ
AVGO
0.03%
SHS
SHY
0.03%
1-3 YR TR BD ETF
XBI
0.03%
S&P BIOTECH
WFC
0.03%
COM
AXP
0.03%
COM
VOO
0.03%
SHS
MMP
0.03%
COM UNIT RP LP
NOBL
0.03%
S&P 500 ARISTO
PH
0.03%
COM
PM
0.03%
COM
SGOL
0.03%
SHS
YUM
0.03%
COM
EMN
0.03%
COM
INDB
0.03%
COM
HRS
0.02%
COM
LOWC
0.02%
LOW CARBON ETF
LQD
0.02%
IBOXX INV CP ETF
PSXP
0.02%
COM UNIT REP INT
KKR
0.02%
COM UNITS
UPS
0.02%
CL B
NULG
0.02%
ESG LARGE CAP
IXC
0.02%
GLOBAL ENERG ETF
EDGW
0.02%
COM
ETP
0.02%
UNIT LTD PRT INT
TXMD
0.01%
COM
IGD
0.01%
COM
MVF
0.01%
COM
PSLV
0.01%
TR UNIT
MFM
0.01%
SH BEN INT
VSTM
0.01%
COM
CELGZ
< 0.01%
RIGHT 12/31/2030
FUTY
2.43%
MSCI UTILS INDEX
FREL
2.42%
MSCI RL EST ETF
FSTA
2.42%
CONSMR STAPLES
AIG
1.21%
COM NEW
CEF
1.04%
CL A
XLU
0.5%
SBI INT-UTILS
XLRE
0.48%
RL EST SEL SEC
ITA
0.36%
U.S. AER&DEF ETF
INDY
0.33%
INDIA 50 ETF
EWY
0.32%
MSCI STH KOR ETF
TFI
0.24%
NUVN BRCLY MUNI
JHMU
0.24%
MLTFACTR UTILS
JHMS
0.24%
MLTFCTR CONSMR
FXN
0.24%
ENERGY ALPHADX
LTPZ
0.19%
15+ YR US TIPS
IYW
0.16%
U.S. TECH ETF
IDU
0.16%
U.S. UTILITS ETF
PAYX
0.04%
COM
PRF
0.03%
FTSE RAFI 1000
NXPI
0.03%
COM
AGN
0.02%
SHS
COF
0.02%
COM
ACWI
0.02%
MSCI ACWI ETF
DOV
0.02%
COM