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Portfolio (Quarterly) Guide ↗

Beacon Capital Management, LLC

· CIK 0001921487
13F Portfolio $645M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 158 New
Page 6 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VB VANGUARD INDEX FDS 1,471.0 $380K 0.06% NEW $258.01 +14.9%
102 VXUS VANGUARD STAR FDS 5,013.0 $378K 0.06% NEW $75.44 +15.3%
103 BA BOEING CO Industrials 1,728.0 $375K 0.06% NEW $217.12 +2.1%
104 RTX RTX CORPORATION Industrials 2,024.0 $371K 0.06% NEW $183.41 -0.3%
105 SPTM SPDR SERIES TRUST 4,415.0 $364K 0.06% NEW $82.50 +9.6%
106 PUSH PGIM ETF TR 7,111.0 $358K 0.06% NEW $50.40 +0.1%
107 PPLT ABRDN PLATINUM ETF TRUST Financial Services 1,910.0 $356K 0.06% NEW $186.43 -91.9%
108 VCR VANGUARD WORLD FD 902.0 $355K 0.06% NEW $393.79 -0.8%
109 PEP PEPSICO INC Consumer Defensive 2,453.0 $352K 0.06% NEW $143.53 -1.0%
110 PECO PHILLIPS EDISON CO INC Real Estate 9,659.0 $344K 0.05% NEW $35.57 +15.6%
111 HNI HNI CORP Industrials 8,028.0 $338K 0.05% NEW $42.04 -17.6%
112 LRCX LAM RESEARCH CORP Technology 1,916.0 $328K 0.05% NEW $171.22 +129.0%
113 PYLD PIMCO ETF TR 12,254.0 $327K 0.05% NEW $26.68 -1.1%
114 CRM SALESFORCE INC Technology 1,228.0 $325K 0.05% NEW $264.89 -43.1%
115 SILA SILA REALTY TRUST INC Real Estate 13,617.0 $317K 0.05% NEW $23.31 +30.2%
116 COP CONOCOPHILLIPS Energy 3,333.0 $312K 0.05% NEW $93.61 +16.7%
117 FBND FIDELITY MERRIMACK STR TR 6,623.0 $305K 0.05% NEW $46.04 -1.2%
118 XLF SELECT SECTOR SPDR TR 5,500.0 $301K 0.05% NEW $54.77 -1.9%
119 IEMG ISHARES INC 4,346.0 $292K 0.04% NEW $67.23 +27.9%
120 IDU ISHARES TR 2,678.0 $290K 0.04% NEW $108.36 +4.6%
Page 6 of 8  ·  158 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 71.2%
Technology 12.6%
Consumer Cyclical 4.7%
Communication Services 2.8%
Consumer Defensive 2.5%
Healthcare 2.2%
Industrials 1.3%
Energy 1.1%
Real Estate 0.9%
Basic Materials 0.3%