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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 12 of 18  ·  348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 LLY ELI LILLY AND CO Healthcare 633.0 $583K 0.06% $920.27 +22.5%
222 IQVIA HLDGS INC 3,382.0 $577K 0.06% +58.0 +1.7% $170.53
223 GNMA ISHARES GNMA BOND ETF 12,308.0 $546K 0.05% $44.33 +0.1%
224 SUSC ISHARES ESG USD CORPORATE BOND ETF 23,566.0 $545K 0.05% +1K +5.7% $23.14 +0.1%
225 EMR EMERSON ELEC CO Industrials 4,148.0 $543K 0.05% -86.0 -2.0% $131.02 +8.2%
226 EFG ISHARES MSCI EAFE GROWTH ETF 4,828.0 $538K 0.05% +105.0 +2.2% $111.37 +10.5%
227 DWM WISDOMTREE INTERNATIONAL EQUITY FUND 7,670.0 $536K 0.05% -601.0 -7.3% $69.89 +6.5%
228 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 5,258.0 $522K 0.05% -335.0 -6.0% $99.27 -0.3%
229 DNOV FT VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBER 10,867.0 $521K 0.05% $47.91 +6.9%
230 MUB ISHARES NATIONAL MUNI BOND ETF 4,902.0 $520K 0.05% -49.0 -1.0% $106.15 +0.8%
231 ISRG INTUITIVE SURGICAL INC Healthcare 1,113.0 $513K 0.05% $460.96 -8.1%
232 FITB FIFTH THIRD BANCORP Financial Services 10,870.0 $505K 0.05% NEW $46.46 +7.4%
233 KR KROGER CO Consumer Defensive 6,913.0 $500K 0.05% -98.0 -1.4% $72.36 -12.0%
234 FIDI FIDELITY INTERNATIONAL HIGH DIVIDEND ETF 18,120.0 $500K 0.05% +1K +6.8% $27.61 +2.2%
235 FANG DIAMONDBACK ENERGY INC Energy 2,499.0 $494K 0.05% -48.0 -1.9% $197.77 -1.8%
236 USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 13,135.0 $484K 0.05% -3K -19.8% $36.84 +0.7%
237 GS GOLDMAN SACHS GROUP INC Financial Services 571.0 $483K 0.05% +3.0 +0.5% $845.99 +19.2%
238 T AT&T INC Communication Services 16,573.0 $480K 0.05% +711.0 +4.5% $28.99 -14.2%
239 ASML ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS Technology 355.0 $469K 0.05% +31.0 +9.6% $1321.09 +21.5%
240 AMP AMERIPRISE FINL INC Financial Services 1,042.0 $463K 0.05% -22.0 -2.1% $444.31 -1.0%
Page 12 of 18  ·  348 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%