SEC 13F Intelligence

Beaumont Asset Management, L.L.C. / MOAT

Beaumont Asset Management, L.L.C.’s Vaneck Etf Trust Position

Does Beaumont Asset Management, L.L.C. own Vaneck Etf Trust (MOAT)? Yes — 186.5K shares worth $18M (+8.12% of its 13F portfolio) as of Q1 2026, down from 214.6K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
186.5K
% of Portfolio
+8.12%
Quarters Held
26
currently held

Position History MOAT

Reported value by quarter
Q4 ’19: $12MQ4 ’19Q1 ’20: $12MQ2 ’20: $12MQ3 ’20: $12MQ4 ’20: $15MQ4 ’20Q1 ’21: $16MQ2 ’21: $18MQ3 ’21: $18MQ4 ’21: $19MQ4 ’21Q1 ’22: $21MQ2 ’22: $19MQ3 ’22: $18MQ4 ’22: $19MQ4 ’22Q1 ’23: $20MQ2 ’23: $21MQ3 ’23: $21MQ4 ’23: $23MQ4 ’23Q1 ’24: $25MQ2 ’24: $24MQ3 ’24: $26MQ4 ’24: $25MQ4 ’24Q1 ’25: $22MQ2 ’25: $22MQ3 ’25: $22MQ4 ’25: $22MQ4 ’25Q1 ’26: $18Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026186.5K$18M+8.12%
Q4 2025214.6K$22M+11.11%
Q3 2025219.3K$22M+10.94%
Q2 2025232.9K$22M+11.73%
Q1 2025249.5K$22M+13.26%
Q4 2024269.6K$25M+14.48%
Q3 2024273.0K$26M+15.39%
Q2 2024278.8K$24M+15.51%
Q1 2024274.4K$25M+16.41%
Q4 2023273.4K$23M+16.35%
Q3 2023278.5K$21M+17.35%
Q2 2023259.6K$21M+15.71%
Q1 2023272.0K$20M+14.73%
Q4 2022289.9K$19M+13.78%
Q3 2022306.4K$18M+14.57%
Q2 2022293.0K$19M+14.12%
Q1 2022278.1K$21M+14.04%
Q4 2021253.7K$19M+12.86%
Q3 2021250.2K$18M+13.64%
Q2 2021241.7K$18M+13.78%
Q1 2021236.5K$16M+13.75%
Q4 2020240.9K$15M+13.45%
Q3 2020227.2K$12M+12.43%
Q2 2020229.1K$12M+12.52%
Q1 2020264.2K$12M+13.86%
Q4 2019217.0K$12M+11.35%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Beaumont Asset Management, L.L.C.’s full portfolio or all institutional holders of MOAT.