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Portfolio (Quarterly) Guide ↗

Beacon Capital Management, LLC

· CIK 0001921487
13F Portfolio $645M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 158 New
Page 8 of 8  ·  158 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ABT ABBOTT LABS Healthcare 1,835.0 $230K 0.04% NEW $125.30 -29.4%
142 SHW SHERWIN WILLIAMS CO Basic Materials 706.0 $229K 0.04% NEW $323.88 -1.0%
143 ALL ALLSTATE CORP Financial Services 1,085.0 $226K 0.04% NEW $208.14 +6.3%
144 VYM VANGUARD WHITEHALL FDS 1,572.0 $226K 0.04% NEW $143.53 +10.2%
145 VOOG VANGUARD ADMIRAL FDS INC 502.0 $223K 0.04% NEW $444.24 -81.3%
146 XLE SELECT SECTOR SPDR TR 4,959.0 $222K 0.03% NEW $44.71 +20.3%
147 SOXL DIREXION SHS ETF TR 5,243.0 $220K 0.03% NEW $42.03 +563.3%
148 LIN LINDE PLC Basic Materials 513.0 $219K 0.03% NEW $426.62 +20.0%
149 VYMI VANGUARD WHITEHALL FDS 2,381.0 $214K 0.03% NEW $90.02 +10.3%
150 MA MASTERCARD INCORPORATED Financial Services 375.0 $214K 0.03% NEW $570.79 -14.2%
151 IAU ISHARES GOLD TR Financial Services 2,519.0 $204K 0.03% NEW $81.17 -2.3%
152 IVE ISHARES TR 964.0 $204K 0.03% NEW $212.06 +6.8%
153 INMU BLACKROCK ETF TRUST II 8,378.0 $201K 0.03% NEW $24.04 +0.7%
154 BND VANGUARD BD INDEX FDS 2,702.0 $200K 0.03% NEW $74.08 -1.0%
155 F FORD MTR CO Consumer Cyclical 12,356.0 $162K 0.03% NEW $13.12 +7.2%
156 USA LIBERTY ALL STAR EQUITY FD Financial Services 18,170.0 $114K 0.02% NEW $6.28 -7.6%
157 MBOT MICROBOT MED INC Healthcare 22,000.0 $44K 0.01% NEW $2.00 -7.0%
158 BDTX BLACK DIAMOND THERAPEUTICS I Healthcare 15,615.0 $38K 0.01% NEW $2.43 -31.7%
Page 8 of 8  ·  158 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 71.2%
Technology 12.6%
Consumer Cyclical 4.7%
Communication Services 2.8%
Consumer Defensive 2.5%
Healthcare 2.2%
Industrials 1.3%
Energy 1.1%
Real Estate 0.9%
Basic Materials 0.3%