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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 8 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XLF SELECT SECTOR SPDR TR 5,050.0 $271K 0.04% -467.0 -8.5% $53.61 +7.2%
142 LIN LINDE PLC Basic Materials 519.0 $269K 0.04% +8.0 +1.6% $518.96 -6.0%
143 PAVE GLOBAL X FDS 4,521.0 $266K 0.04% -58.0 -1.3% $58.92 -4.3%
144 VYM VANGUARD WHITEHALL FDS 1,616.0 $255K 0.04% $158.01 +4.4%
145 VHT VANGUARD WORLD FD 845.0 $253K 0.04% +30.0 +3.7% $298.96 +9.6%
146 VTV VANGUARD INDEX FDS 1,159.0 $253K 0.04% -2K -60.4% $217.91 +3.9%
147 FBND FIDELITY MERRIMACK STR TR 5,382.0 $245K 0.04% -1K -17.6% $45.49 -1.3%
148 GE GE AEROSPACE Industrials 654.0 $244K 0.04% NEW $373.62 -6.8%
149 VDC VANGUARD WORLD FD 1,079.0 $243K 0.04% -58.0 -5.1% $225.59 +2.7%
150 XLI SELECT SECTOR SPDR TR 1,312.0 $243K 0.04% NEW $185.25 -2.7%
151 AMAT APPLIED MATLS INC Technology 331.0 $240K 0.04% NEW $723.63 -32.0%
152 QUAL ISHARES TR 1,091.0 $239K 0.04% -10K -90.0% $219.42 +1.7%
153 XLE SELECT SECTOR SPDR TR 4,505.0 $239K 0.04% -481.0 -9.7% $53.11 +19.8%
154 SCHX SCHWAB STRATEGIC TR 8,098.0 $238K 0.04% -7K -45.6% $29.43 +2.7%
155 SOXX ISHARES TR 364.0 $234K 0.03% NEW $641.63 -18.9%
156 LMT LOCKHEED MARTIN CORP Industrials 442.0 $225K 0.03% +19.0 +4.5% $509.32 +10.7%
157 DTCR GLOBAL X FDS 7,389.0 $224K 0.03% NEW $30.37 -6.8%
158 TQQQ PROSHARES TR 2,721.0 $220K 0.03% -3K -49.3% $80.99 -12.1%
159 WELL WELLTOWER INC Real Estate 958.0 $217K 0.03% NEW $226.87 +5.5%
160 GEV GE VERNOVA INC Utilities 180.0 $212K 0.03% NEW $1177.86 -18.8%
Page 8 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%