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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 7 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 OMC OMNICOM GROUP INC Communication Services 5,280.0 $385K 0.07% NEW $72.83 +22.1%
122 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 4,733.0 $384K 0.07% NEW $81.16 -9.6%
123 AMGN AMGEN INC Healthcare 1,040.0 $377K 0.07% NEW $362.12 +22.4%
124 SHW SHERWIN WILLIAMS CO Basic Materials 1,092.0 $376K 0.07% NEW $344.32 +0.4%
125 COF CAPITAL ONE FINL CORP Financial Services 1,870.0 $375K 0.07% NEW $200.62 +8.1%
126 PFE PFIZER INC Healthcare 14,302.0 $344K 0.07% NEW $24.08 +16.4%
127 KO COCA COLA CO Consumer Defensive 4,045.0 $329K 0.06% NEW $81.27 +12.8%
128 XLE SELECT SECTOR SPDR TR 6,030.0 $320K 0.06% NEW $53.11 +18.7%
129 VCSH VANGUARD SCOTTSDALE FDS 3,971.0 $314K 0.06% NEW $79.03 -0.5%
130 BEACON FINANCIAL CORP. 10,140.0 $309K 0.06% NEW $30.45
131 XYL XYLEM INC Industrials 2,554.0 $302K 0.06% NEW $118.21 -3.4%
132 COP CONOCOPHILLIPS Energy 2,904.0 $302K 0.06% NEW $103.96 +28.6%
133 MKC MCCORMICK & CO INC Consumer Defensive 5,948.0 $300K 0.06% NEW $50.42 +10.4%
134 IXUS ISHARES TR 3,127.0 $298K 0.06% NEW $95.44 +2.2%
135 GPC GENUINE PARTS CO Consumer Cyclical 2,503.0 $295K 0.06% NEW $117.98 +14.3%
136 CVS CVS HEALTH CORP Healthcare 2,797.0 $289K 0.06% NEW $103.45 -9.9%
137 PAYX PAYCHEX INC Industrials 2,900.0 $285K 0.05% NEW $98.33 +28.2%
138 KIM KIMCO REALTY CORP Real Estate 11,134.0 $282K 0.05% NEW $25.35 -4.7%
139 PWR QUANTA SVCS INC Industrials 371.0 $267K 0.05% NEW $720.04 -13.7%
140 HSY HERSHEY CO Consumer Defensive 1,476.0 $259K 0.05% NEW $175.45 +7.8%
Page 7 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%