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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 9 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PFE PFIZER INC Healthcare 8,742.0 $211K 0.03% -2K -17.8% $24.08 +16.6%
162 BIV VANGUARD BD INDEX FDS 2,744.0 $210K 0.03% $76.70 -1.6%
163 PPLT ABRDN PLATINUM ETF TRUST Financial Services 14,880.0 $210K 0.03% +9K +162.6% $14.13 +20.5%
164 SILA SILA REALTY TRUST INC Real Estate 6,889.0 $209K 0.03% -2K -20.6% $30.36 -0.0%
165 DINO HF SINCLAIR CORP Energy 2,988.0 $208K 0.03% NEW $69.65 +39.7%
166 IWB ISHARES TR 507.0 $207K 0.03% NEW $409.22 +2.6%
167 DE DEERE & CO Industrials 326.0 $207K 0.03% NEW $633.95 +2.1%
168 IJR ISHARES TR 1,393.0 $207K 0.03% -466.0 -25.1% $148.33 -0.7%
169 CHAT TIDAL TRUST II 2,079.0 $205K 0.03% NEW $98.66 -10.8%
170 PH PARKER-HANNIFIN CORP Industrials 210.0 $205K 0.03% NEW $976.45 +2.6%
171 AGG ISHARES TR 2,054.0 $203K 0.03% -4K -63.1% $98.97 -1.6%
172 F FORD MTR CO Consumer Cyclical 13,942.0 $194K 0.03% -223.0 -1.6% $13.90 +3.7%
173 USA LIBERTY ALL STAR EQUITY FD Financial Services 18,184.0 $106K 0.01% $5.81 +3.1%
174 MBOT MICROBOT MED INC Healthcare 32,000.0 $62K 0.01% $1.95 -23.1%
175 BDTX BLACK DIAMOND THERAPEUTICS I Healthcare 15,615.0 $29K 0.00% $1.85 +19.5%
Page 9 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%