Beaumont Financial Advisors, LLC

Beaumont Financial Advisors, LLC reported 383 holdings worth US$1.57B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 4, 2026

Beaumont Financial Advisors, LLC reported 383 holdings worth US$1.57B as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Apple Inc and Nvidia Corporation. Filed Aug 4, 2026 (Form 13F).

Holdings
383
Value as reported
US$1.57B

The filing in full

CompanySharesValue as reported% of portfolio
Alphabet Inc (google) Class C241KUS$86M5.5%
Apple Inc255KUS$73.8M4.7%
Nvidia Corporation210KUS$42M2.7%
Microsoft Corp.111KUS$41.4M2.6%
Amazon.com, Inc.151KUS$36.1M2.3%
Berkshire Hathaway Inc.58,329US$29.2M1.9%
Johnson & Johnson111KUS$28.2M1.8%
Meta Platforms, Inc.40,252US$22.7M1.4%
Visa Inc.61,574US$21.1M1.3%
Mcdonald's Corporation73,325US$19.8M1.3%
Dick's Sporting Goods Inc77,555US$17.6M1.1%
Pepsico, Inc.96,971US$13.1M0.84%
American Electric Power Company, Inc.58,993US$8.07M0.51%
Abbott Laboratories80,297US$7.29M0.46%
Lam Research Corporation16,404US$7.11M0.45%
Eli Lilly And Company4,760US$5.71M0.36%
Jp Morgan Chase & Co.16,183US$5.3M0.34%
Tjx Companies, Inc. (the)31,972US$4.84M0.31%
Broadcom Inc.11,663US$4.41M0.28%
Salesforce, Inc.28,078US$4.4M0.28%
Advanced Micro Devices Inc7,284US$4.23M0.27%
Bank Of America Corporation71,882US$4.1M0.26%
Nextera Energy, Inc.45,541US$4M0.25%
Waste Connections, Inc.23,258US$3.88M0.25%
Dell Technologies Inc.8,689US$3.75M0.24%
Philip Morris International Inc20,018US$3.62M0.23%
General Dynamics Corporation9,198US$3.26M0.21%
Chevron Corporation19,032US$3.15M0.20%
Costco Wholesale Corporation3,279US$3.07M0.20%
Deere & Company4,682US$2.97M0.19%
Bob's Discount Furniture, Inc.187KUS$2.96M0.19%
American Express Company8,274US$2.8M0.18%
Micron Technology, Inc.2,194US$2.53M0.16%
Procter & Gamble Company (the)16,759US$2.46M0.16%
Qualcomm Incorporated12,389US$2.29M0.15%
Home Depot, Inc. (the)6,291US$2.22M0.14%
Intel Corporation15,513US$2.17M0.14%
Coca-cola Company (the)24,921US$2.03M0.13%
International Business Machines Corporation6,968US$1.96M0.12%
Merck & Company, Inc.15,195US$1.95M0.12%
Caterpillar, Inc.1,820US$1.94M0.12%
Abbvie Inc.7,660US$1.93M0.12%
Eastern Bankshares, Inc.85,849US$1.91M0.12%
Carpenter Technology Corporation3,009US$1.86M0.12%
Toast, Inc.65,005US$1.81M0.12%
Tesla, Inc.4,151US$1.75M0.11%
Walmart Inc.15,077US$1.71M0.11%
Rtx Corporation8,350US$1.58M0.10%
Oracle Corporation10,471US$1.53M0.10%
Amgen Inc.4,130US$1.5M0.10%
Texas Instruments Incorporated4,827US$1.44M0.09%
Vicor Corporation3,785US$1.44M0.09%
Mastercard Incorporated2,685US$1.38M0.09%
Asml Holding Nv659US$1.31M0.08%
Progressive Corporation (the)5,892US$1.29M0.08%
Cisco Systems, Inc.10,537US$1.24M0.08%
Stryker Corporation3,758US$1.18M0.08%
Walt Disney Company (the)12,178US$1.17M0.07%
Reddit, Inc.6,591US$1.14M0.07%
Ge Aerospace2,879US$1.08M0.07%
Thermo Fisher Scientific Inc2,039US$1.02M0.07%
Union Pacific Corporation3,635US$989K0.06%
Ge Vernova Inc.821US$965K0.06%
Automatic Data Processing, Inc.4,131US$925K0.06%
Fastenal Company18,977US$911K0.06%
Parker-hannifin Corporation912US$892K0.06%
Expeditors International Of Washington, Inc.5,460US$890K0.06%
Unitedhealth Group Incorporated2,131US$886K0.06%
Danaher Corporation4,621US$880K0.06%
Riot Platforms, Inc.32,016US$877K0.06%
Kkr & Co. Inc.9,465US$869K0.06%
Amphenol Corporation4,868US$858K0.05%
Illinois Tool Works Inc.3,122US$844K0.05%
Astera Labs, Inc.1,736US$839K0.05%
Arrowhead Pharmaceuticals, Inc.10,242US$835K0.05%
Southern Company (the)8,647US$828K0.05%
Applied Materials, Inc.1,065US$770K0.05%
Sherwin-williams Company (the)2,123US$731K0.05%
Kimberly-clark Corporation6,517US$715K0.05%
Waste Management, Inc.3,205US$714K0.05%
Ciena Corporation1,444US$708K0.05%
Taiwan Semiconductor Manufacturing Co., Ltd.1,410US$673K0.04%
Marvell Technology, Inc.2,179US$649K0.04%
S&p Global Inc.1,588US$647K0.04%
Goldman Sachs Group, Inc. (the)629US$636K0.04%
Motorola Solutions, Inc.1,494US$620K0.04%
Church & Dwight Company, Inc.5,891US$571K0.04%
Citigroup, Inc.4,045US$566K0.04%
Roper Technologies, Inc.1,673US$566K0.04%
Revolution Medicines, Inc.2,985US$559K0.04%
Sei Investments Company6,292US$552K0.04%
Lowe's Companies, Inc.2,402US$530K0.03%
Intercontinental Exchange Inc.4,201US$517K0.03%
Arista Networks, Inc.2,967US$504K0.03%
Bristol-myers Squibb Company8,606US$496K0.03%
Lockheed Martin Corporation948US$483K0.03%
Altria Group, Inc.6,249US$450K0.03%
Shell Plc5,700US$442K0.03%
Starbucks Corporation4,285US$438K0.03%
American Tower Corporation (reit)2,657US$435K0.03%

Every holding of Beaumont Financial Advisors, LLC

Source

View original at SEC

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