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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 6 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IWD ISHARES TR 2,068.0 $442K 0.08% $213.70 +13.3%
102 COP CONOCOPHILLIPS Energy 3,320.0 $438K 0.08% $132.00 -18.4%
103 V VISA INC Financial Services 1,415.0 $428K 0.07% -61.0 -4.1% $302.30 +8.2%
104 IAU ISHARES GOLD TR Financial Services 4,624.0 $408K 0.07% +2K +83.6% $88.16 -10.0%
105 AMGN AMGEN INC Healthcare 1,151.0 $405K 0.07% -181.0 -13.6% $351.95 -4.1%
106 OVM LISTED FDS TR 18,779.0 $403K 0.07% -9K -33.2% $21.44 +1.6%
107 MMIT NEW YORK LIFE INVTS ACTIVE E 16,518.0 $398K 0.07% -8K -33.3% $24.10 +1.1%
108 VB VANGUARD INDEX FDS 1,509.0 $395K 0.07% +38.0 +2.6% $261.91 +13.2%
109 SPXC SPX TECHNOLOGIES INC Industrials 1,960.0 $392K 0.07% NEW $199.94 +21.5%
110 RTX RTX CORPORATION Industrials 2,026.0 $391K 0.07% $192.94 -3.8%
111 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 6,602.0 $390K 0.07% +733.0 +12.5% $59.03 -7.2%
112 IDU ISHARES TR 3,311.0 $384K 0.07% +633.0 +23.6% $116.10 -3.1%
113 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,395.0 $384K 0.07% -10.0 -0.7% $275.25 +13.5%
114 SCHX SCHWAB STRATEGIC TR 14,888.0 $382K 0.07% -6K -27.4% $25.64 +15.0%
115 SMMU PIMCO ETF TR 7,434.0 $375K 0.07% -599.0 -7.5% $50.45 -0.1%
116 BAC BANK AMERICA CORP Financial Services 7,542.0 $368K 0.07% +407.0 +5.7% $48.75 +15.3%
117 PUSH PGIM ETF TR 7,165.0 $361K 0.06% +54.0 +0.8% $50.34 +0.2%
118 BA BOEING CO Industrials 1,778.0 $354K 0.06% +50.0 +2.9% $199.03 +11.9%
119 SPTM SPDR SERIES TRUST 4,402.0 $348K 0.06% $79.06 +15.0%
120 PECO PHILLIPS EDISON CO INC Real Estate 9,278.0 $347K 0.06% -381.0 -3.9% $37.42 +8.7%
Page 6 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%