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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 3 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CHRW C H ROBINSON WORLDWIDE IN Industrials 9,158.0 $1.5M 0.27% $166.07 +11.4%
42 META META PLATFORMS INC Communication Services 2,582.0 $1.5M 0.26% -197.0 -7.1% $572.13 +0.9%
43 GLD SPDR GOLD TR Financial Services 3,365.0 $1.4M 0.26% +172.0 +5.4% $430.35 -10.0%
44 SPYG SPDR SERIES TRUST 14,771.0 $1.4M 0.26% +6K +61.0% $97.91 +22.1%
45 BERKSHIRE HATHAWAY INC DEL 2,979.0 $1.4M 0.25% -274.0 -8.4% $479.15
46 IEMG ISHARES INC 20,289.0 $1.4M 0.25% +16K +366.8% $69.75 +22.8%
47 JNJ JOHNSON JOHNSON Healthcare 5,787.0 $1.4M 0.25% $244.44 -6.6%
48 AVGO BROADCOM INC Technology 4,398.0 $1.4M 0.24% +22.0 +0.5% $309.49 +32.9%
49 XOM EXXON MOBIL CORP Energy 7,147.0 $1.2M 0.21% -114.0 -1.6% $169.66 -18.8%
50 VIG VANGUARD SPECIALIZED FUNDS 5,296.0 $1.1M 0.20% -993.0 -15.8% $215.05 +9.4%
51 SLV ISHARES SILVER TR Financial Services 16,583.0 $1.1M 0.20% +8K +85.1% $68.14 -12.7%
52 THRO BLACKROCK ETF TRUST 30,698.0 $1.1M 0.20% NEW $36.22 +19.4%
53 BAI BLACKROCK ETF TRUST 33,558.0 $1.1M 0.20% NEW $32.95 +61.5%
54 SPYM SPDR SERIES TRUST 14,235.0 $1.1M 0.19% NEW $76.54 +14.8%
55 SVOL SIMPLIFY EXCHANGE TRADED FUN 70,742.0 $1.1M 0.19% -43K -37.7% $15.34 +5.5%
56 IEFA ISHARES TR 11,853.0 $1.1M 0.19% +1K +9.6% $90.53 +7.5%
57 IWF ISHARES TR 2,401.0 $1.0M 0.18% +52.0 +2.2% $426.45 -71.1%
58 PPLT ABRDN PLATINUM ETF TRUST Financial Services 5,666.0 $1.0M 0.18% +4K +196.7% $178.23 -91.4%
59 SHLD GLOBAL X FDS 12,966.0 $919K 0.16% NEW $70.84 -12.1%
60 MPC MARATHON PETE CORP Energy 3,570.0 $872K 0.15% $244.18 -0.5%
Page 3 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%