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Portfolio (Quarterly) Guide ↗

BEACON FINANCIAL GROUP

· CIK 0001591379
13F Portfolio $1.0B AUM 348 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 120 Added 132 Reduced 18 Exited
Page 6 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ADSK AUTODESK INC Technology 1,250.0 $299K 0.03% +82.0 +7.0% $239.40 -1.0%
102 XTEN BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF 6,265.0 $287K 0.03% +131.0 +2.1% $45.86 -1.3%
103 SPMO INVESCO S&P 500 MOMENTUM ETF 2,556.0 $287K 0.03% +178.0 +7.5% $112.11 +33.4%
104 HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 3,581.0 $285K 0.03% +56.0 +1.6% $79.55 +0.7%
105 IUSB ISHARES CORE UNIVERSAL USD BOND ETF 5,993.0 $277K 0.03% +226.0 +3.9% $46.19 -0.3%
106 GEV GE VERNOVA INC Utilities 313.0 $273K 0.03% +5.0 +1.6% $872.90 +18.2%
107 AFL AFLAC INC Financial Services 2,479.0 $272K 0.03% +14.0 +0.6% $109.71 +4.7%
108 SCHX SCHWAB U.S. LARGE-CAP ETF 10,607.0 $272K 0.03% +732.0 +7.4% $25.64 +15.1%
109 SNOW SNOWFLAKE INC CLASS CLASS A Technology 1,773.0 $267K 0.03% +71.0 +4.2% $150.84 +16.2%
110 BA BOEING CO Industrials 1,343.0 $267K 0.03% +19.0 +1.4% $199.03 +12.7%
111 C CITIGROUP INC Financial Services 2,345.0 $266K 0.03% +70.0 +3.1% $113.43 +10.5%
112 WELL WELLTOWER INC REIT Real Estate 1,274.0 $252K 0.03% +19.0 +1.5% $197.71 +10.3%
113 MTB M&T BK CORP Financial Services 1,214.0 $251K 0.03% +7.0 +0.6% $206.72 +4.1%
114 TJX TJX COS INC NEW Consumer Cyclical 1,540.0 $246K 0.03% +43.0 +2.9% $159.70 -1.7%
115 EBAY EBAY INC Consumer Cyclical 2,687.0 $245K 0.02% +16.0 +0.6% $91.02 +21.2%
116 DOC HEALTHPEAK PPTYS INC REIT Real Estate 14,650.0 $241K 0.02% +2K +16.0% $16.43 +20.9%
117 CLS CELESTICA INC EQUITY F CLASS EQUITY Technology 785.0 $221K 0.02% +23.0 +3.0% $281.68 +27.0%
118 IJH ISHARES CORE S&P MID-CAP ETF 3,078.0 $208K 0.02% +42.0 +1.4% $67.53 +10.1%
119 WPP WPP PLC NEW F SPONSORED ADR 1 ADR REPS 5 ORD SHS Communication Services 11,371.0 $177K 0.02% +2K +22.0% $15.55 +19.2%
120 JPC NUVEEN PREFERRED INCOME Financial Services 16,332.0 $123K 0.01% +220.0 +1.4% $7.54 +5.2%
Page 6 of 6  ·  120 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
Technology 22.9%
Financial Services 20.7%
Energy 10.6%
Industrials 10.5%
Healthcare 8.4%
Consumer Defensive 6.8%
Communication Services 6.3%
Consumer Cyclical 5.8%
Real Estate 3.1%
Basic Materials 2.7%