Bedminster, LLC

Est. AUM

$107.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$27.9M	42774	26.00%	SOLE
2	STATE STR SPDR S&P 500 ETF T	TR UNIT	$9.2M	14193	8.59%	SOLE
3	BLACKROCK ETF TRUST	ISHARES US EQUIT	$7.0M	120736	6.54%	SOLE
4	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$5.0M	96009	4.64%	SOLE
5	ISHARES TR	MSCI USA QLT FCT	$4.8M	24771	4.42%	SOLE
6	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$4.5M	94305	4.22%	SOLE
7	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$4.2M	77189	3.88%	SOLE
8	ISHARES TR	US TREAS BD ETF	$3.7M	161302	3.44%	SOLE
9	ISHARES TR	10-20 YR TRS ETF	$3.7M	36537	3.42%	SOLE
10	BLACKROCK ETF TRUST	ISHARES INTL CTR	$3.7M	113611	3.40%	SOLE
11	BLACKROCK ETF TRUST	ISHARES A I INNO	$3.3M	100542	3.08%	SOLE
12	ISHARES GOLD TR	ISHARES NEW	$3.2M	36027	2.95%	SOLE
13	BLACKROCK ETF TRUST	ISHARES US THEMA	$2.6M	71645	2.41%	SOLE
14	GLOBAL X FDS	DEFENSE TECH ETF	$2.5M	35230	2.32%	SOLE
15	STATE STR SPDR DOW JONES IND	UT SER 1	$1.9M	4196	1.81%	SOLE
16	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$1.5M	2457	1.41%	SOLE
17	BLACKROCK ETF TRUST	ISHARES LARGE CA	$1.5M	36634	1.40%	SOLE
18	ISHARES TR	CORE S&P SCP ETF	$1.3M	10626	1.23%	SOLE
19	ISHARES TR	CORE MSCI EAFE	$1.2M	13016	1.10%	SOLE
20	EXXON MOBIL CORP	COM	$1.1M	6547	1.03%	SOLE
21	MICROSOFT CORP	COM	$1.1M	2930	1.01%	SOLE
22	ISHARES TR	MSCI EAFE ETF	$971K	9994	0.90%	SOLE
23	ISHARES TR	U.S. TECH ETF	$718K	3957	0.67%	SOLE
24	ISHARES TR	S&P 500 GRWT ETF	$651K	5757	0.61%	SOLE
25	SEMPRA	COM	$611K	6283	0.57%	SOLE
26	APPLIED MATLS INC	COM	$581K	1700	0.54%	SOLE
27	APPLE INC	COM	$572K	2254	0.53%	SOLE
28	HANOVER INS GROUP INC	COM	$497K	2865	0.46%	SOLE
29	ISHARES TR	EAFE VALUE ETF	$464K	6235	0.43%	SOLE
30	ISHARES TR	RUSSELL 2000 ETF	$448K	1808	0.42%	SOLE
31	NVIDIA CORPORATION	COM	$427K	2450	0.40%	SOLE
32	CATERPILLAR INC	COM	$425K	600	0.40%	SOLE
33	CONSOLIDATED EDISON INC	COM	$413K	3650	0.38%	SOLE
34	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$393K	10125	0.37%	SOLE
35	ISHARES TR	MBS ETF	$385K	4050	0.36%	SOLE
36	ISHARES TR	CORE S&P MCP ETF	$351K	5197	0.33%	SOLE
37	AMAZON COM INC	COM	$341K	1635	0.32%	SOLE
38	VANGUARD SCOTTSDALE FDS	TOTAL WLD BD ETF	$326K	4766	0.30%	SOLE
39	WALMART INC	COM	$326K	2625	0.30%	SOLE
40	ISHARES TR	RUS 1000 GRW ETF	$321K	753	0.30%	SOLE
41	ISHARES GOLD TR	SHARES REPRESENT	$319K	6832	0.30%	SOLE
42	ISHARES TR	ESG MSCI KLD 400	$311K	2570	0.29%	SOLE
43	ISHARES TR	SYSTEMATIC BD ET	$310K	3481	0.29%	SOLE
44	ISHARES TR	SELECT US REIT	$290K	4693	0.27%	SOLE
45	HOME DEPOT INC	COM	$278K	846	0.26%	SOLE
46	ISHARES TR	EAFE GRWTH ETF	$265K	2375	0.25%	SOLE
47	SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$258K	6755	0.24%	SOLE
48	SELECT SECTOR SPDR TR	STATE STREET TEC	$243K	1826	0.23%	SOLE
49	3M CO	COM	$234K	1613	0.22%	SOLE
50	REALTY INCOME CORP	COM	$229K	3750	0.21%	SOLE

1–50 of 53

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.