Beaumont Capital Management, LLC
Beaumont Capital Management, LLC (BCM) is a Boston, Massachusetts-based investment advisory firm founded in 2010. BCM specializes in providing growth-oriented investment solutions utilizing quantitative and rules-based strategies for institutional clients, financial advisors, and individual investors. The firm emphasizes risk management and systematic portfolio construction. BCM is part of the Algorithmic Investment Models family and serves a range of clients across the United States.
Investment Strategy
BCM pursues systematic, rules-based investment strategies built from quantitative research. The firm primarily manages portfolios diversified across asset classes, with a focus on risk mitigation and disciplined market participation. Using algorithmic models, BCM seeks to dynamically adjust exposures in response to market trends and risk signals, aiming to capture growth while managing downside risk for clients. Their process is designed to be transparent and repeatable, delivering consistent outcomes irrespective of market cycles.
Top Holdings
Equity Positions (43)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPAB | SPDR SERIES TRUST | 10.12% | $14.8M | 577,881 | $28.00 | $25.60 | +$535.4K |
V VEA | VANGUARD TAX-MANAGED FDS | 5.55% | $8.1M | 142,294 | $48.40 | $57.01 | +$1.9M |
X XLK | SELECT SECTOR SPDR TR | 4.49% | $6.6M | 25,905 | $253.23 | $253.23 | +$6.6M |
X XLC | SELECT SECTOR SPDR TR | 4.42% | $6.5M | 59,537 | $108.53 | $108.53 | +$6.5M |
X XLI | SELECT SECTOR SPDR TR | 4.26% | $6.2M | 42,238 | $110.49 | $147.52 | +$1.1M |