BEAUMONT FINANCIAL ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PSX | 2K | $298.84K |
 | PAYX | 2K | $275.58K |
 | SHW | 2K | $742.50K |
 | MMM | 2K | $331.15K |
 | GILD | 2K | $236.48K |
 | PLNT | 2K | $211.75K |
 | PLD | 2K | $227.55K |
 | LMT | 2K | $966.99K |
 | STZ | 2K | $259.91K |
 | CAT | 2K | $918.32K |
 | COKE | 2K | $223.78K |
 | CME | 2K | $510.89K |
 | STE | 2K | $459.50K |
 | DUK | 2K | $227.33K |
 | ROP | 2K | $899.14K |
 | SPGI | 2K | $860.44K |
 | ARES | 2K | $280.76K |
 | ALL | 2K | $372.26K |
 | AEM | 2K | $289.42K |
 | CRM | 2K | $387.92K |
Phillips 66
PSX
Shares Held
2K
Value
$298.84K
Paychex, Inc.
PAYX
Shares Held
2K
Value
$275.58K
The Sherwin-Williams Company
SHW
Shares Held
2K
Value
$742.50K
3M Company
MMM
Shares Held
2K
Value
$331.15K
Gilead Sciences, Inc.
GILD
Shares Held
2K
Value
$236.48K
Planet Fitness, Inc.
PLNT
Shares Held
2K
Value
$211.75K
Prologis, Inc.
PLD
Shares Held
2K
Value
$227.55K
Lockheed Martin Corporation
LMT
Shares Held
2K
Value
$966.99K
Constellation Brands, Inc.
STZ
Shares Held
2K
Value
$259.91K
Caterpillar Inc.
CAT
Shares Held
2K
Value
$918.32K
Coca-Cola Consolidated, Inc.
COKE
Shares Held
2K
Value
$223.78K
CME Group Inc.
CME
Shares Held
2K
Value
$510.89K
STERIS plc
STE
Shares Held
2K
Value
$459.50K
Duke Energy Corporation
DUK
Shares Held
2K
Value
$227.33K
Roper Technologies, Inc.
ROP
Shares Held
2K
Value
$899.14K
S&P Global Inc.
SPGI
Shares Held
2K
Value
$860.44K
Ares Management Corporation
ARES
Shares Held
2K
Value
$280.76K
The Allstate Corporation
ALL
Shares Held
2K
Value
$372.26K
Agnico Eagle Mines Limited
AEM
Shares Held
2K
Value
$289.42K
Salesforce, Inc.
CRM
Shares Held
2K
Value
$387.92K