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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 2 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IVE ISHARES TR 14,701.0 $3.1M 0.55% +14K +1425.0% $211.16 +7.2%
22 BLACKROCK ETF TRUST 91,519.0 $2.9M 0.52% NEW $32.15
23 IVV ISHARES TR 4,204.0 $2.7M 0.48% +701.0 +20.0% $653.25 +14.8%
24 DYNF BLACKROCK ETF TRUST 46,781.0 $2.7M 0.48% NEW $58.18 +16.4%
25 CTA SIMPLIFY EXCHANGE TRADED FUN 79,524.0 $2.4M 0.42% -49K -38.0% $30.22 -10.0%
26 SGOV ISHARES TR 23,739.0 $2.4M 0.42% -3K -12.4% $100.66 -0.1%
27 BUCK SIMPLIFY EXCHANGE TRADED FUN 100,518.0 $2.4M 0.42% -57K -36.2% $23.51 +0.1%
28 QUAL ISHARES TR 10,968.0 $2.1M 0.37% NEW $191.81 +12.6%
29 GOOG ALPHABET INC Communication Services 7,301.0 $2.1M 0.37% -563.0 -7.2% $286.87 +28.1%
30 WMT WALMART INC Consumer Defensive 16,701.0 $2.1M 0.37% -1K -6.3% $124.28 -5.7%
31 SCHF SCHWAB STRATEGIC TR 82,197.0 $2.0M 0.36% +45K +120.4% $24.75 +14.1%
32 PINNACLE FINL PARTNERS INC 22,366.0 $1.9M 0.34% NEW $86.14
33 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,816.0 $1.8M 0.32% -70.0 -3.7% $996.64 -4.5%
34 CVX CHEVRON CORPORATION Energy 8,281.0 $1.7M 0.30% +50.0 +0.6% $206.91 -16.1%
35 HCA HCA HEALTHCARE INC Healthcare 3,619.0 $1.7M 0.30% -174.0 -4.6% $473.29 -20.7%
36 LLY ELI LILLY CO Healthcare 1,858.0 $1.7M 0.30% +15.0 +0.8% $919.86 +19.4%
37 FOXY SIMPLIFY EXCHANGE TRADED FUN 56,005.0 $1.6M 0.29% -4K -6.8% $29.24 +0.3%
38 SBAR SIMPLIFY EXCHANGE TRADED FUN 64,905.0 $1.6M 0.28% -2K -3.0% $24.54 +4.4%
39 MTUM ISHARES TR 6,351.0 $1.5M 0.27% NEW $239.99 +41.1%
40 AGGH SIMPLIFY EXCHANGE TRADED FUN 74,857.0 $1.5M 0.27% -36K -32.2% $20.35 -0.4%
Page 2 of 9  ·  166 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%