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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 14 of 18  ·  348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 13,407.0 $391K 0.04% -592.0 -4.2% $29.13 +19.7%
262 IEX IDEX CORP Industrials 2,051.0 $389K 0.04% +646.0 +46.0% $189.55 +10.1%
263 FNOV FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER 7,260.0 $388K 0.04% $53.40 +9.2%
264 CVS CVS HEALTH CORP Healthcare 5,376.0 $386K 0.04% -190.0 -3.4% $71.82 +30.2%
265 INTC INTEL CORP Technology 8,668.0 $383K 0.04% $44.13 +174.0%
266 IFRA ISHARES U.S. INFRASTRUCTURE ETF 6,664.0 $381K 0.04% $57.20 +7.5%
267 USMV ISHARES MSCI USA MIN VOL FACTOR ETF 4,069.0 $377K 0.04% $92.74 +3.9%
268 SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 15,001.0 $375K 0.04% -1K -7.4% $24.98 +0.5%
269 CGDV CAPITAL GROUP DIVIDEND VALUE ETF 8,802.0 $374K 0.04% $42.54 +13.9%
270 JLL JONES LANG LASALLE INC Real Estate 1,216.0 $370K 0.04% $304.32 -6.2%
271 LQDH ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF 3,984.0 $368K 0.04% -47K -92.1% $92.35 +1.3%
272 USXF ISHARES ESG ADVANCED MSCI USA ETF 6,514.0 $360K 0.04% +383.0 +6.2% $55.20 +22.2%
273 SCCO SOUTHERN COPPER CORP Basic Materials 2,085.0 $359K 0.04% +17.0 +0.8% $172.05 +12.1%
274 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 7,778.0 $357K 0.04% +433.0 +5.9% $45.89 -2.2%
275 XLG INVESCO S&P 500 TOP 50 ETF 6,498.0 $354K 0.04% -9K -58.2% $54.55 +17.4%
276 GE GE AEROSPACE Industrials 1,235.0 $350K 0.04% +22.0 +1.8% $283.67 +13.0%
277 WRB BERKLEY W R CORP Financial Services 5,261.0 $349K 0.04% $66.28 -2.4%
278 ISHARES MSCI INTL QUALITY FACTOR ETF 7,518.0 $348K 0.04% $46.23
279 NTRS NORTHERN TR CORP Financial Services 2,468.0 $345K 0.03% $139.60 +19.8%
280 PANW PALO ALTO NETWORKS INC Technology 2,111.0 $338K 0.03% +923.0 +77.7% $160.32 +59.7%
Page 14 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%