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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 7 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 INTC INTEL CORP Technology 1.0 $29.0 $29.00 +313.2%
122 WAL WESTERN ALLIANCE BANCORP Financial Services $23.0 -100.0%
123 BLST EXCHANGE TRADED CONCEPTS TRU 1.0 $21.0 NEW $21.00 +19.0%
124 JEPQ J P MORGAN EXCHANGE TRADED F $20.0 -100.0%
125 BLUX EXCHANGE TRADED CONCEPTS TRU 1.0 $19.0 NEW $19.00 +64.6%
126 CLSM EXCHANGE LISTED FDS TR 1.0 $17.0 $17.00 +59.9%
127 SNAP SNAP INC Communication Services 3.0 $14.0 $4.67 +22.6%
128 BLTD EXCHANGE TRADED CONCEPTS TRU $12.0 NEW
129 KNG FIRST TR EXCHANGE-TRADED FD $12.0 -100.0%
130 RPHS TWO RDS SHARED TR 1.0 $8.0 $8.00 +33.7%
131 G GENPACT LIMITED Technology $8.0 -100.0%
132 BVAL EXCHANGE TRADED CONCEPTS TRU $7.0 NEW
133 RSP INVESCO EXCHANGE TRADED FD T $7.0 -100.0%
134 F FORD MTR CO Consumer Cyclical 1.0 $6.0 $6.00 +148.8%
135 BINT EXCHANGE TRADED CONCEPTS TRU $4.0 NEW
136 TDSC EXCHANGE LISTED FDS TR $3.0 -100.0%
137 BLGR EXCHANGE TRADED CONCEPTS TRU $2.0 NEW
138 BDBT EXCHANGE TRADED CONCEPTS TRU $1.0 NEW
139 MDXG MIMEDX GROUP INC Healthcare $1.0 -100.0%
140 BLUC EXCHANGE TRADED CONCEPTS TRU NEW
Page 7 of 8  ·  141 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%