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Portfolio (Quarterly) Guide ↗

Beacon Capital Management, LLC

· CIK 0001921487
13F Portfolio $567M AUM 166 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 49 Added 67 Reduced 12 Exited
Page 1 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 55,842.0 $14.2M 2.50% +3K +5.8% $253.79 +17.4%
2 NVDA NVIDIA CORPORATION Technology 77,895.0 $13.6M 2.40% +5K +6.8% $174.40 +20.8%
3 IVW ISHARES TR 41,094.0 $4.6M 0.82% +21K +101.4% $113.11 +22.0%
4 MSFT MICROSOFT CORP Technology 10,491.0 $3.9M 0.69% +223.0 +2.2% $370.17 +2.5%
5 IVE ISHARES TR 14,701.0 $3.1M 0.55% +14K +1425.0% $211.16 +7.2%
6 IVV ISHARES TR 4,204.0 $2.7M 0.48% +701.0 +20.0% $653.25 +14.8%
7 SCHF SCHWAB STRATEGIC TR 82,197.0 $2.0M 0.36% +45K +120.4% $24.75 +14.1%
8 CVX CHEVRON CORPORATION Energy 8,281.0 $1.7M 0.30% +50.0 +0.6% $206.91 -16.1%
9 LLY ELI LILLY CO Healthcare 1,858.0 $1.7M 0.30% +15.0 +0.8% $919.86 +19.4%
10 GLD SPDR GOLD TR Financial Services 3,365.0 $1.4M 0.26% +172.0 +5.4% $430.35 -10.0%
11 SPYG SPDR SERIES TRUST 14,771.0 $1.4M 0.26% +6K +61.0% $97.91 +22.1%
12 IEMG ISHARES INC 20,289.0 $1.4M 0.25% +16K +366.8% $69.75 +22.8%
13 AVGO BROADCOM INC Technology 4,398.0 $1.4M 0.24% +22.0 +0.5% $309.49 +32.9%
14 SLV ISHARES SILVER TR Financial Services 16,583.0 $1.1M 0.20% +8K +85.1% $68.14 -12.7%
15 IEFA ISHARES TR 11,853.0 $1.1M 0.19% +1K +9.6% $90.53 +7.5%
16 IWF ISHARES TR 2,401.0 $1.0M 0.18% +52.0 +2.2% $426.45 -71.1%
17 PPLT ABRDN PLATINUM ETF TRUST Financial Services 5,666.0 $1.0M 0.18% +4K +196.7% $178.23 -91.4%
18 SPYV SPDR SERIES TRUST 13,290.0 $752K 0.13% +6K +94.2% $56.58 +7.6%
19 AMD ADVANCED MICRO DEVICES INC Technology 3,685.0 $750K 0.13% +231.0 +6.7% $203.41 +164.2%
20 NFLX NETFLIX INC Communication Services 7,725.0 $743K 0.13% +654.0 +9.2% $96.15 -19.5%
Page 1 of 3  ·  49 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 68.7%
Technology 13.5%
Consumer Cyclical 4.6%
Consumer Defensive 3.0%
Communication Services 2.9%
Healthcare 2.5%
Energy 1.8%
Industrials 1.7%
Real Estate 0.7%
Basic Materials 0.3%