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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 8 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MDT MEDTRONIC PLC Healthcare 3,308.0 $259K 0.05% NEW $78.23 +19.2%
142 CME CME GROUP INC Financial Services 1,144.0 $253K 0.05% NEW $220.83 +25.6%
143 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,065.0 $248K 0.05% NEW $233.10 +2.4%
144 IWD ISHARES TR 1,022.0 $248K 0.05% NEW $242.43 +6.4%
145 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 2,575.0 $248K 0.05% NEW $96.12 -49.1%
146 TGT TARGET CORP Consumer Defensive 1,883.0 $246K 0.05% NEW $130.61 +30.4%
147 PLD PROLOGIS INC. Real Estate 1,809.0 $245K 0.05% NEW $135.47 +5.4%
148 QQEW FIRST TR EXCHANGE-TRADED FD 1,465.0 $234K 0.04% NEW $159.60 +2.3%
149 GLD SPDR GOLD TR Financial Services 634.0 $234K 0.04% NEW $368.38 +16.0%
150 ES EVERSOURCE ENERGY Utilities 3,008.0 $217K 0.04% NEW $72.27 -1.8%
151 T AT&T INC Communication Services 10,334.0 $214K 0.04% NEW $20.70 +23.9%
152 SCHX SCHWAB STRATEGIC TR 7,245.0 $213K 0.04% NEW $29.43 +2.4%
153 SNY SANOFI SA Healthcare 4,987.0 $213K 0.04% NEW $42.66 +6.9%
154 VMC VULCAN MATLS CO Basic Materials 715.0 $211K 0.04% NEW $295.01 -6.6%
155 VWO VANGUARD INTL EQUITY INDEX F 3,507.0 $209K 0.04% NEW $59.69 +0.4%
156 EBAY EBAY INC. Consumer Cyclical 1,862.0 $208K 0.04% NEW $111.75 -4.9%
157 ULTA ULTA BEAUTY INC Consumer Cyclical 459.0 $207K 0.04% NEW $450.98 +18.7%
158 BALL BALL CORP Consumer Cyclical 3,213.0 $200K 0.04% NEW $62.40 +3.0%
159 AEYE INC 35,500.0 $614.0 NEW $0.02
160 BRILLIANT TECH CORP 20,000.0 $2.0 NEW $0.00
Page 8 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%