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Portfolio (Quarterly) Guide ↗

Beacon Capital Management, LLC

· CIK 0001921487
13F Portfolio $683M AUM 175 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 29 New 56 Added 69 Reduced 20 Exited
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SOXX ISHARES TR 364.0 $234K 0.03% NEW $641.63 -18.9%
22 DTCR GLOBAL X FDS 7,389.0 $224K 0.03% NEW $30.37 -6.8%
23 WELL WELLTOWER INC Real Estate 958.0 $217K 0.03% NEW $226.87 +5.5%
24 GEV GE VERNOVA INC Utilities 180.0 $212K 0.03% NEW $1177.86 -18.8%
25 DINO HF SINCLAIR CORP Energy 2,988.0 $208K 0.03% NEW $69.65 +39.7%
26 IWB ISHARES TR 507.0 $207K 0.03% NEW $409.22 +2.6%
27 DE DEERE & CO Industrials 326.0 $207K 0.03% NEW $633.95 +2.1%
28 CHAT TIDAL TRUST II 2,079.0 $205K 0.03% NEW $98.66 -10.8%
29 PH PARKER-HANNIFIN CORP Industrials 210.0 $205K 0.03% NEW $976.45 +2.6%
Page 2 of 2  ·  29 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 67.5%
Technology 16.1%
Consumer Cyclical 4.9%
Consumer Defensive 2.5%
Healthcare 2.4%
Communication Services 2.2%
Industrials 2.1%
Energy 1.2%
Real Estate 0.7%
Utilities 0.3%