Skip to main content

Bedminster, LLC

SEC CIK
0002087564
Latest filing
Aug 4, 2026

The latest 13F from Bedminster, LLC covers Q2 2026 (filed Aug 4, 2026): 51 long positions worth $117.1M. The top 10 holdings make up 69.5% of the portfolio, and the largest is iShares Core S&P 500 ETF at 29.3%. Livermore has 3 filings on Form 13F from this institution, going back to Q4 2025.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
5
Est. +$4.09M
Added
14
Est. +$5.11M
Reduced
24
Est. −$9.45M
Sold out
7
Est. −$2.17M

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Core S&P 500 ETF464287200
    29.3%$34.3M
  2. SPYSPDR S&P 500 ETF Trust
    8.6%$10.0MHistory
  3. BlackRock ETF Trust09290C103
    6.8%$7.98M
  4. iShares Flexible Income Active ETF092528603
    4.5%$5.24M
  5. BlackRock ETF Trust09290C764
    4.0%$4.64M

Biggest buys

New and added positions, by estimated amount bought

  1. BlackRock ETF Trust09290C665
    +$2.67MNew
  2. iShares Core S&P 500 ETF464287200
    +$2.22MAdded
  3. iShares S&P 500 Growth ETF464287309
    +$673.2KAdded
  4. iShares Tr464287440
    +$654.1KNew
  5. BlackRock ETF Trust09290C764
    +$481.1KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. iShares Core S&P 500 ETF464287200
    +3.27 pp26.0% → 29.3%
  2. BlackRock ETF Trust09290C665
    +2.28 pp0.0% → 2.3%
  3. iShares S&P 500 Growth ETF464287309
    +0.65 pp0.6% → 1.3%
  4. BlackRock ETF Trust09290C764
    +0.56 pp3.4% → 4.0%
  5. iShares Tr464287440
    +0.56 pp0.0% → 0.6%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares MSCI USA Quality Factor ETF46432F339
    −$3.50MReduced
  2. Vanguard Ftse Emerging Markets ETF922042858
    −$1.49MReduced
  3. BlackRock ETF Trust09290C780
    −$989.2KReduced
  4. BlackRock ETF Trust09290C806
    −$750.0KReduced
  5. Vanguard Total International Bond ETF92203J407
    −$627.3KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares MSCI USA Quality Factor ETF46432F339
    −2.76 pp4.4% → 1.7%
  2. Vanguard Ftse Emerging Markets ETF922042858
    −1.22 pp3.9% → 2.7%
  3. Vanguard Total International Bond ETF92203J407
    −0.85 pp4.2% → 3.4%
  4. AMATApplied Materials Inc
    −0.54 pp0.5% → 0.0%History
  5. BlackRock ETF Trust09290C806
    −0.42 pp2.4% → 2.0%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$117.1M
+$9.57M (+8.9%) vs. prior quarter
Positions
51
−2 vs. prior quarter
Top 10 concentration
69.5%
Top 10 as share of value
Turnover
8.2%
Q2 2026, one quarter
Average holding period
2.8 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2025), so positions held before then are understated.

13F filings by quarter

3 quarters, going back to Q4 2025. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $117.1M (Q2 2026)

Q4 2025: $108.9MQ1 2026: $107.5MQ2 2026: $117.1M
Q4 2025Q2 2026
13F filings of Bedminster, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 4, 202651$117.1MiShares Core S&P 500 ETFSPYBlackRock ETF Trustvs. Q1 2026SEC
Q1 2026Apr 27, 202653$107.5MiShares Core S&P 500 ETFSPYBlackRock ETF Trustvs. Q4 2025SEC
Q4 2025Feb 5, 202653$108.9MiShares Core S&P 500 ETFSPYBlackRock ETF Trust–SEC