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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 9 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SILA SILA REALTY TRUST INC Real Estate 8,679.0 $206K 0.04% -5K -36.3% $23.68 +28.0%
162 FXU FIRST TR EXCHANGE TRADED FD 4,058.0 $201K 0.04% NEW $49.60 -2.8%
163 F FORD MTR CO Consumer Cyclical 14,165.0 $163K 0.03% +2K +14.6% $11.54 +21.8%
164 USA LIBERTY ALL STAR EQUITY FD Financial Services 18,180.0 $101K 0.02% $5.55 +4.5%
165 MBOT MICROBOT MED INC Healthcare 32,000.0 $77K 0.01% +10K +45.5% $2.41 -22.8%
166 BDTX BLACK DIAMOND THERAPEUTICS I Healthcare 15,615.0 $33K 0.01% $2.13 -22.1%
Page 9 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%