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Portfolio (Quarterly) Guide ↗

Beacon Bank & Trust

· CIK 0001831984
13F Portfolio $524M AUM 255 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 160 New
Page 4 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 KLAC KLA CORP Technology 5,260.0 $1.6M 0.30% NEW $301.71 -40.2%
62 PEP PEPSICO INC Consumer Defensive 11,067.0 $1.5M 0.29% NEW $135.40 +6.9%
63 GLW CORNING INC Technology 5,863.0 $1.5M 0.29% NEW $255.43 -43.1%
64 ITW ILLINOIS TOOL WKS INC Industrials 5,402.0 $1.5M 0.28% NEW $270.47 +4.6%
65 HDV ISHARES TR 52,660.0 $1.4M 0.28% NEW $27.41 +9.0%
66 D DOMINION ENERGY INC Utilities 20,860.0 $1.4M 0.27% NEW $68.29 -2.4%
67 AMAT APPLIED MATLS INC Technology 1,850.0 $1.3M 0.26% NEW $723.00 -33.1%
68 ABT ABBOTT LABORATORIES Healthcare 14,707.0 $1.3M 0.25% NEW $90.74 +28.5%
69 XLRE SELECT SECTOR SPDR TR 29,043.0 $1.3M 0.24% NEW $44.03 +2.5%
70 GD GENERAL DYNAMICS CORP Industrials 3,311.0 $1.2M 0.22% NEW $354.24 +8.3%
71 DIA STATE STR SPDR DOW JONES IND Financial Services 2,236.0 $1.2M 0.22% NEW $522.39 +2.0%
72 MS MORGAN STANLEY Financial Services 5,587.0 $1.2M 0.22% NEW $209.04 +2.1%
73 FDX FEDEX CORP Industrials 3,550.0 $1.1M 0.21% NEW $313.13 +4.8%
74 META META PLATFORMS INC Communication Services 1,865.0 $1.1M 0.20% NEW $563.29 -1.0%
75 VIG VANGUARD SPECIALIZED FUNDS 4,423.0 $1.0M 0.20% NEW $236.62 +3.1%
76 ABBV ABBVIE INC Healthcare 4,149.0 $1.0M 0.20% NEW $251.64 +5.6%
77 MCD MCDONALDS CORP Consumer Cyclical 3,776.0 $1.0M 0.20% NEW $270.31 +0.7%
78 IBM INTERNATIONAL BUSINESS MACHS Technology 3,476.0 $977K 0.19% NEW $281.21 -17.5%
79 MU MICRON TECHNOLOGY INC Technology 832.0 $960K 0.18% NEW $1154.29 -21.0%
80 MA MASTERCARD INCORPORATED Financial Services 1,841.0 $946K 0.18% NEW $513.60 +16.0%
Page 4 of 8  ·  160 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 29.9%
Technology 25.7%
Communication Services 8.7%
Healthcare 8.4%
Industrials 8.1%
Consumer Cyclical 7.2%
Consumer Defensive 5.2%
Utilities 3.1%
Energy 2.8%
Basic Materials 0.7%