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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 4 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 QUAL ISHARES TR 1,091.0 $239K 0.04% -10K -90.0% $219.42 +1.7%
62 XLE SELECT SECTOR SPDR TR 4,505.0 $239K 0.04% -481.0 -9.7% $53.11 +19.8%
63 SCHX SCHWAB STRATEGIC TR 8,098.0 $238K 0.04% -7K -45.6% $29.43 +2.7%
64 TQQQ PROSHARES TR 2,721.0 $220K 0.03% -3K -49.3% $80.99 -12.1%
65 PFE PFIZER INC Healthcare 8,742.0 $211K 0.03% -2K -17.8% $24.08 +16.6%
66 SILA SILA REALTY TRUST INC Real Estate 6,889.0 $209K 0.03% -2K -20.6% $30.36 -0.0%
67 IJR ISHARES TR 1,393.0 $207K 0.03% -466.0 -25.1% $148.33 -0.7%
68 AGG ISHARES TR 2,054.0 $203K 0.03% -4K -63.1% $98.97 -1.6%
69 F FORD MTR CO Consumer Cyclical 13,942.0 $194K 0.03% -223.0 -1.6% $13.90 +3.7%
Page 4 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%