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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 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SHLD GLOBAL X FDS 86,304.0 $5.2M 0.76% +73K +565.6% $59.71 +12.4%
22 IUSB ISHARES TR 101,980.0 $4.7M 0.69% NEW $46.15 -1.6%
23 BLCR BLACKROCK ETF TRUST 92,787.0 $4.7M 0.69% +76K +458.4% $50.37 -2.5%
24 IEMG ISHARES INC 56,156.0 $4.7M 0.68% +36K +176.8% $82.84 -1.5%
25 IVV ISHARES TR 5,945.0 $4.5M 0.65% +2K +41.4% $748.90 +2.7%
26 VOO VANGUARD INDEX FDS 6,467.0 $4.4M 0.65% -567.0 -8.1% $686.83 +2.5%
27 THRO BLACKROCK ETF TRUST 98,838.0 $4.3M 0.62% +68K +222.0% $43.11 +1.2%
28 RF REGIONS FINANCIAL CORP NEW Financial Services 136,205.0 $4.1M 0.60% $30.20 +0.7%
29 GOOGL ALPHABET INC Communication Services 11,050.0 $3.9M 0.58% -755.0 -6.4% $357.36 -3.5%
30 TSLA TESLA INC Consumer Cyclical 9,083.0 $3.8M 0.56% -510.0 -5.3% $420.60 -13.7%
31 MSFT MICROSOFT CORP Technology 9,838.0 $3.7M 0.54% -653.0 -6.2% $373.03 +29.5%
32 EFG ISHARES TR 21,340.0 $2.7M 0.39% NEW $124.42 +1.0%
33 GOOG ALPHABET INC 6,513.0 $2.3M 0.34% -788.0 -10.8% $353.34
34 PINNACLE FINL PARTNERS INC 22,366.0 $2.3M 0.33% $100.88
35 SCHF SCHWAB STRATEGIC TR 80,870.0 $2.2M 0.33% -1K -1.6% $27.70 +2.7%
36 WMT WALMART INC Consumer Defensive 19,367.0 $2.2M 0.32% +3K +16.0% $113.26 -8.4%
37 LLY ELI LILLY & CO Healthcare 1,797.0 $2.2M 0.32% -61.0 -3.3% $1199.71 +4.6%
38 AMD ADVANCED MICRO DEVICES INC Technology 3,664.0 $2.1M 0.31% -21.0 -0.6% $580.87 -18.5%
39 SGOV ISHARES TR 20,961.0 $2.1M 0.31% -3K -11.7% $100.67 -0.0%
40 SPYG SPDR SERIES TRUST 16,687.0 $2.0M 0.29% +2K +13.0% $118.99 +1.0%
Page 2 of 9  ·  175 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%