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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 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GLD SPDR GOLD TR Financial Services 2,900.0 $1.1M 0.16% -465.0 -13.8% $368.36 +14.9%
62 JPM JPMORGAN CHASE & CO Financial Services 3,251.0 $1.1M 0.16% +523.0 +19.2% $327.29 +7.4%
63 IALT BLACKROCK ETF TRUST 35,497.0 $996K 0.15% NEW $28.05 +3.3%
64 XTEN BONDBLOXX ETF TRUST 21,313.0 $971K 0.14% NEW $45.58 -2.9%
65 GGOV BLACKROCK ETF TRUST II 19,212.0 $966K 0.14% NEW $50.29 -0.2%
66 SCHB SCHWAB STRATEGIC TR 33,208.0 $962K 0.14% $28.96 +2.2%
67 SPYV SPDR SERIES TRUST 15,486.0 $941K 0.14% +2K +16.5% $60.79 +4.5%
68 VXUS VANGUARD STAR FDS 10,691.0 $914K 0.13% +3K +33.7% $85.49 +2.6%
69 MPC MARATHON PETE CORP Energy 3,572.0 $913K 0.13% $255.66 +41.1%
70 CMI CUMMINS INC Industrials 1,242.0 $886K 0.13% +70.0 +6.0% $713.35 -17.6%
71 PYLD PIMCO ETF TR 32,710.0 $867K 0.13% +4K +15.4% $26.52 -1.4%
72 XLK SELECT SECTOR SPDR TR 4,427.0 $843K 0.12% +202.0 +4.8% $190.53 -3.8%
73 SVOL SIMPLIFY EXCHANGE TRADED FUN 51,910.0 $833K 0.12% -19K -26.6% $16.04 +3.3%
74 VO VANGUARD INDEX FDS 9,159.0 $738K 0.11% +7K +300.3% $80.57 +3.0%
75 IBM INTERNATIONAL BUSINESS MACHS Technology 2,567.0 $722K 0.11% +110.0 +4.5% $281.18 -16.2%
76 BOND PIMCO ETF TR 7,589.0 $700K 0.10% +2K +35.2% $92.21 -1.9%
77 SCHA SCHWAB STRATEGIC TR 19,002.0 $687K 0.10% -1K -5.0% $36.13 -3.6%
78 IWM ISHARES TR 2,284.0 $686K 0.10% +266.0 +13.2% $300.45 -0.2%
79 CAT CATERPILLAR INC Industrials 631.0 $672K 0.10% -34.0 -5.1% $1065.58 -22.3%
80 SCHD SCHWAB STRATEGIC TR 19,578.0 $621K 0.09% -528.0 -2.6% $31.71 +10.7%
Page 4 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%