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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 5 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BIL SPDR SERIES TRUST 10,307.0 $945K 0.18% NEW $91.64 -0.0%
82 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 963.0 $901K 0.17% NEW $935.47 +3.5%
83 PANW PALO ALTO NETWORKS INC Technology 2,640.0 $900K 0.17% NEW $341.02 +3.3%
84 LIN LINDE PLC Basic Materials 1,650.0 $856K 0.16% NEW $518.94 -6.2%
85 SDG ISHARES TR 9,419.0 $842K 0.16% NEW $89.43 +4.5%
86 EFA ISHARES TR 7,442.0 $773K 0.15% NEW $103.88 +4.1%
87 HONEYWELL INTL INC 3,419.0 $766K 0.15% NEW $223.93
88 HONEYWELL AEROSPACE INC 3,419.0 $756K 0.14% NEW $221.11
89 VOO VANGUARD INDEX FDS 1,079.0 $741K 0.14% NEW $686.81 +2.3%
90 VEA VANGUARD TAX-MANAGED FDS 10,393.0 $741K 0.14% NEW $71.25 +2.7%
91 VO VANGUARD INDEX FDS 8,560.0 $690K 0.13% NEW $80.57 +2.8%
92 ADP AUTOMATIC DATA PROCESSING IN Industrials 3,054.0 $684K 0.13% NEW $223.95 +26.0%
93 SPYG SPDR SERIES TRUST 5,694.0 $678K 0.13% NEW $118.99 +0.6%
94 IJR ISHARES TR 4,555.0 $676K 0.13% NEW $148.31 -1.1%
95 RTX RTX CORPORATION Industrials 3,517.0 $667K 0.13% NEW $189.73 +10.3%
96 LMT LOCKHEED MARTIN CORP Industrials 1,290.0 $657K 0.12% NEW $509.46 +10.5%
97 SPYD SPDR SERIES TRUST 13,737.0 $655K 0.12% NEW $47.71 +6.1%
98 LOW LOWES COS INC Consumer Cyclical 2,962.0 $653K 0.12% NEW $220.49 -1.9%
99 ORCL ORACLE CORP Technology 4,407.0 $646K 0.12% NEW $146.55 -2.0%
100 QCOM QUALCOMM INC Technology 3,394.0 $627K 0.12% NEW $184.79 -14.0%
Page 5 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%