Beaumont Capital Management, LLC

Hedge Fund • Multi-Strategy

Beaumont Capital Management, LLC is a Multi-Strategy Hedge Fund based in Boston, MA led by Michael B Nierenberg, reporting $274.1M in AUM as of Q3 2025 with 100% ETF concentration.

CEOMichael B Nierenberg

Portfolio Value: $150.6M
Positions: 49
Top Holding: SPAB at 10.44%
Last Reported: Q3 2025

Address125 Newbury St, 4th Floor, Boston, MA, 02116, United States

Top Holdings

Largest long holdings in Beaumont Capital Management, LLC's portfolio (45% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR Portfolio Aggregate Bond SPAB	ETF ETF	$15.7M	10.44%	+$781.2K Bought	— 608.1K shares	Q4 2021 Held for 3y 11m
2 Vanguard FTSE Developed Markets VEA	ETF ETF	$8.5M	5.66%	—	— 142.3K shares	Q4 2021 Held for 3y 11m
3 Industrial Select Sector SPDR Fund XLI	ETF ETF	$6.3M	4.16%	-$241.4K Sold	— 40.7K shares	Q4 2022 Held for 2y 11m
4 Franklin U.S. Mid Cap Multifactor Index FLQM	ETF ETF	$6.0M	3.99%	-$156.0K Sold	— 106.5K shares	Q3 2024 Held for 1y 2m
5 Vanguard Mid-Cap Fund VO	ETF ETF	$5.7M	3.77%	—	— 19.3K shares	Q4 2021 Held for 3y 11m
6 Technology Select Sector SPDR Fund XLK	ETF ETF	$5.2M	3.45%	-$2.1M Sold	— 18.4K shares	Q4 2020 Held for 4y 11m
7 Utilities Select Sector SPDR Fund XLU	ETF ETF	$5.2M	3.44%	-$1.4M Sold	— 59.5K shares	Q4 2023 Held for 1y 11m
8 XLV Health Care Select Sector SPDR Fund XLV	ETF ETF	$5.1M	3.37%	+$5.1M Bought	— 36.5K shares	Q4 2023 Held for 1y 11m
9 Alerian MLP AMLP	ETF ETF	$5.1M	3.36%	+$893.5K Bought	— 108.0K shares	Q1 2025 Held for 8 months
10 Real Estate Select Sector SPDR Fund XLRE	ETF ETF	$5.0M	3.34%	-$1.1M Sold	— 119.2K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Beaumont Capital Management, LLC's latest filing

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Market Value

$150.6M

Prior: $146.2M

Q/Q Change

+3.05%

+$4.5M

Net Flows % of MV

-13.67%

Turnover Ratio

16.6%

New Purchases

6 stocks

$1.6M

Added To

14 stocks

+$3.6M

Sold Out Of

6 stocks

$13.8M

Reduced Holdings

20 stocks

-$12.0M

Increased Positions

Position	Shares Δ	Change
1 iShares MSCI ACWI ACWI	New	0 → 4.1K +$569.3K
2 Vanguard Global ex-U.S. Real Estate VNQI	New	0 → 11.4K +$543.9K
3 Doximity DOCS	New	0 → 6.1K +$446.2K
4 Applied Therapeutics APLT	New	0 → 10.4K +$6.3K
5 ESSA Pharma Inc. EPIX	New	0 → 28.2K +$5.4K

Decreased Positions

Position	Shares Δ	Change
1 Consumer Staples Select Sector SPDR Fund XLP	Sold	74.2K → 0 −$6.0M
2 SPDR Bloomberg Short Term International Treasury Bond BWZ	Sold	128.7K → 0 −$3.6M
3 iShares MSCI India Small-Cap ETF SMIN	Sold	15.9K → 0 −$1.2M
4 SPHQ Invesco S&P 500 Quality ETF SPHQ	Sold	17.0K → 0 −$1.2M
5 iShares MBS MBB	Sold	12.3K → 0 −$1.2M