Beaumont Capital Management, LLC - Q42025 Holdings

Beaumont Capital Management, LLC holds 36 stocks with a total portfolio value of $ 81.1M as of Q42025. In Q42025, Beaumont Capital Management, LLC added 6 new positions, increased stakes in 8 stocks, reduced 21 holdings, and fully exited 19 positions. The largest holding is Select Sector Spdr Tr (XLI), representing 7.59% of the total portfolio.