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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 15 of 18  ·  348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 DIS DISNEY WALT CO Communication Services 3,489.0 $336K 0.03% -229.0 -6.2% $96.38 +7.7%
282 PNC PNC FINL SERVICES Financial Services 1,605.0 $334K 0.03% +27.0 +1.7% $208.09 +5.9%
283 CAH CARDINAL HEALTH INC Healthcare 1,554.0 $328K 0.03% $211.30 -5.8%
284 FMB FIRST TRUST MANAGED MUNICIPAL ETF 6,451.0 $327K 0.03% $50.66 +0.7%
285 CRM SALESFORCE INC Technology 1,684.0 $314K 0.03% +239.0 +16.5% $186.64 -3.8%
286 ACWX ISHARES TR MSCI ACWIEX US 4,568.0 $313K 0.03% NEW $68.47 +11.6%
287 TROW PRICE T ROWE GROUP INC Financial Services 3,373.0 $304K 0.03% -18K -83.9% $90.13 +15.1%
288 CFR CULLEN / FROST BANKERS I Financial Services 2,192.0 $300K 0.03% -726.0 -24.9% $137.06 -0.0%
289 ADSK AUTODESK INC Technology 1,250.0 $299K 0.03% +82.0 +7.0% $239.40 +0.7%
290 EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 3,145.0 $295K 0.03% -31K -90.7% $93.93 +2.3%
291 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 4,228.0 $295K 0.03% -4K -47.9% $69.75 +19.6%
292 Q QNITY ELECTRONICS INC Technology 2,530.0 $292K 0.03% $115.38 +38.9%
293 HUBB HUBBELL INC Industrials 587.0 $288K 0.03% -131.0 -18.2% $490.74 -2.9%
294 XTEN BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF 6,265.0 $287K 0.03% +131.0 +2.1% $45.86 -1.0%
295 SPMO INVESCO S&P 500 MOMENTUM ETF 2,556.0 $287K 0.03% +178.0 +7.5% $112.11 +34.5%
296 HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 3,581.0 $285K 0.03% +56.0 +1.6% $79.55 +0.9%
297 RWR STATE STREET SPDR DOW JONES REIT ETF 2,795.0 $282K 0.03% -26.0 -0.9% $100.97 +10.6%
298 IUSB ISHARES CORE UNIVERSAL USD BOND ETF 5,993.0 $277K 0.03% +226.0 +3.9% $46.19 -0.1%
299 TGT TARGET CORP EQUITY CLASS EQUITY Consumer Defensive 2,268.0 $275K 0.03% $121.20 +6.6%
300 GEV GE VERNOVA INC Utilities 313.0 $273K 0.03% +5.0 +1.6% $872.90 +15.7%
Page 15 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%