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Bedminster, LLC

SEC CIK
0002087564
Latest filing
Aug 4, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 5, 2026. Long positions only.

Institution overview
Positions
53
No filing for Q3 2025
Portfolio value
$108.9M
No filing for Q3 2025
Filed
Feb 5, 2026
SEC

Bedminster, LLC did not file a 13F for Q3 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Bedminster, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF46,234$31.7M29.1%–––
SPYSPDR S&P 500 ETF TrustETF14,603$9.96M9.1%––History
BlackRock ETF Trust09290C103ISHARES US EQUIT142,711$8.68M8.0%–––
Vanguard Ftse Emerging Markets ETF922042858ETF100,362$5.40M5.0%–––
iShares MSCI USA Quality Factor ETF46432F339ETF25,716$5.11M4.7%–––
iShares Flexible Income Active ETF092528603ETF90,441$4.77M4.4%–––
iShares Tr46428865310-20 YR TRS ETF46,249$4.70M4.3%–––
Vanguard Total International Bond ETF92203J407ETF92,421$4.47M4.1%–––
IAUiShares Gold TrustETF46,759$3.80M3.5%––History
BlackRock ETF Trust09290C780ISHA I IN TE ETF91,858$3.06M2.8%–––
BlackRock ETF Trust09290C806ISHA US THEM ETF68,949$2.66M2.4%–––
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 14,508$2.17M2.0%––History
MDYSPDR S&P Midcap 400 ETF TrustETF2,729$1.65M1.5%––History
Global X FDS37960A529DEFENSE TECH ETF25,089$1.63M1.5%–––
MSFTMicrosoft CorpStock2,979$1.44M1.3%––History
iShares Core S&P Small Cap ETF464287804ETF11,045$1.33M1.2%–––
iShares Core MSCI Eafe ETF46432F842ETF13,680$1.22M1.1%–––
iShares MSCI Eafe ETF464287465ETF11,089$1.06M1.0%–––
iShares S&P 500 Growth ETF464287309ETF7,736$953.5K0.9%–––
iShares Tr464287721U.S. TECH ETF4,630$924.5K0.8%–––
XOMExxonMobil Holdings CorpCOM6,687$804.8K0.7%––History
iShares Tr464288588MBS ETF7,728$735.9K0.7%–––
AAPLApple Inc.Stock2,334$634.7K0.6%––History
SRESempraStock6,283$554.7K0.5%––History
THGHanover Insurance Group, Inc.COM2,865$523.6K0.5%––History
iShares Tr464288877EAFE VALUE ETF6,893$492.2K0.5%–––
iShares Russell 2000 ETF464287655ETF1,878$462.3K0.4%–––
NVDANVIDIA CorpStock2,450$456.9K0.4%––History
AMATApplied Materials IncStock1,700$436.9K0.4%––History
Dimensional U.S. Core Equity 2 ETF25434V708ETF10,729$424.8K0.4%–––
AMZNAmazon Com IncStock1,835$423.6K0.4%––History
iShares Core S&P Mid-Cap ETF464287507ETF5,847$385.9K0.4%–––
EDConsolidated Edison IncStock3,812$378.6K0.3%––History
iShares Select U.S. REIT ETF464287564ETF6,068$362.1K0.3%–––
iShares Russell 1000 Growth ETF464287614ETF753$356.4K0.3%–––
CATCaterpillar IncStock600$343.7K0.3%––History
iShares Tr464288570ESG MSCI KLD ETF2,570$331.1K0.3%–––
iShares Tr464288885EAFE GRWTH ETF2,848$324.4K0.3%–––
iShares Tr46435U796SYSTEMATIC BD ET3,337$299.5K0.3%–––
WMTWalmart Inc.Stock2,625$292.5K0.3%––History
HDHome Depot, Inc.Stock846$291.1K0.3%––History
IAUMiShares Gold Trust MicroSHS REPSTG UN TR6,614$284.3K0.3%––History
JPMorgan Ultra-Short Income ETF46641Q837ETF5,495$278.0K0.3%–––
iShares S&P 500 Value ETF464287408ETF1,248$264.7K0.2%–––
State Street Technology Select Sector SPDR ETF81369Y803ETF1,826$262.9K0.2%–––
Vanguard Scottsdale FDS92206C565TOTAL WLD BD ETF3,816$262.3K0.2%–––
GOOGLAlphabet Inc.Stock830$259.8K0.2%––History
MMM3M CoStock1,613$258.2K0.2%––History
Schwab Fundamental Emerging Markets Equity ETF808524730ETF6,755$243.6K0.2%–––
First Tr Exch Traded FD III33739E108PFD SECS INC ETF13,090$238.5K0.2%–––
ORealty Income CorpREIT3,750$211.4K0.2%––History
LOWLowes Companies IncStock860$207.4K0.2%––History
NWBINorthwest Bancshares, Inc.COM11,050$132.6K0.1%––History