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Portfolio (Quarterly) Guide ↗

Beacon Capital Management, Inc.

· CIK 0001575301
13F Portfolio $1.8B AUM 141 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New 28 Added 43 Reduced 21 Exited
Page 2 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 CADENCE BANK 1 $40.0 SOLD
Page 2 of 2  ·  21 positions
Sector Allocation
Financial Services 99.6%
Technology 0.2%
Industrials 0.1%
Healthcare 0.0%
Communication Services 0.0%
Real Estate 0.0%
Energy 0.0%
Consumer Cyclical 0.0%
Basic Materials 0.0%