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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 3 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SLV ISHARES SILVER TR Financial Services 9,786.0 $523K 0.08% -7K -41.0% $53.47 +17.3%
42 VB VANGUARD INDEX FDS 1,439.0 $436K 0.06% -70.0 -4.6% $303.08 +0.6%
43 V VISA INC Financial Services 1,258.0 $431K 0.06% -157.0 -11.1% $343.00 +8.2%
44 GAEM SIMPLIFY EXCHANGE TRADED FUN 15,850.0 $427K 0.06% -5K -24.8% $26.91 -0.2%
45 AMGN AMGEN INC Healthcare 1,134.0 $411K 0.06% -17.0 -1.5% $362.03 +21.4%
46 LOW LOWES COS INC Consumer Cyclical 1,856.0 $409K 0.06% -104.0 -5.3% $220.47 -2.0%
47 NFLX NETFLIX INC. Communication Services 5,519.0 $394K 0.06% -2K -28.6% $71.40 +11.5%
48 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,232.0 $391K 0.06% -163.0 -11.7% $317.44 -8.0%
49 PLTR PALANTIR TECHNOLOGIES INC Technology 3,016.0 $352K 0.05% -222.0 -6.9% $116.68 +54.2%
50 FFBC 1ST FINL BANCORP Financial Services 10,394.0 $352K 0.05% -1K -8.8% $33.83 -2.4%
51 BA BOEING CO Industrials 1,593.0 $345K 0.05% -185.0 -10.4% $216.47 -1.0%
52 PECO PHILLIPS EDISON & CO INC Real Estate 7,590.0 $316K 0.05% -2K -18.2% $41.62 -5.7%
53 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 5,729.0 $292K 0.04% -873.0 -13.2% $51.05 +31.3%
54 KO COCA COLA CO Consumer Defensive 3,384.0 $275K 0.04% -24.0 -0.7% $81.27 +12.1%
55 HNI HNI CORP Industrials 6,751.0 $273K 0.04% -1K -13.2% $40.41 +21.8%
56 XLF SELECT SECTOR SPDR TR 5,050.0 $271K 0.04% -467.0 -8.5% $53.61 +7.2%
57 PAVE GLOBAL X FDS 4,521.0 $266K 0.04% -58.0 -1.3% $58.92 -4.3%
58 VTV VANGUARD INDEX FDS 1,159.0 $253K 0.04% -2K -60.4% $217.91 +3.9%
59 FBND FIDELITY MERRIMACK STR TR 5,382.0 $245K 0.04% -1K -17.6% $45.49 -1.3%
60 VDC VANGUARD WORLD FD 1,079.0 $243K 0.04% -58.0 -5.1% $225.59 +2.7%
Page 3 of 4  ·  69 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%