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Portfolio (Quarterly) Guide ↗

Beacon Financial Strategies CORP

· CIK 0002084239
13F Portfolio $201M AUM 210 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 38 New 26 Added 5 Reduced 5 Exited
Page 11 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PRU PRUDENTIAL FINL INC Financial Services 10.0 $1K 0.00% $108.00 +8.1%
202 TRIP TRIPADVISOR INC Consumer Cyclical 69.0 $946.0 $13.71 -30.7%
203 CRL CHARLES RIV LABS INTL INC Healthcare 4.0 $908.0 $227.00 +24.6%
204 OMC OMNICOM GROUP INC Communication Services 11.0 $802.0 $72.91 +17.8%
205 HUMA HUMACYTE INC Healthcare 850.0 $664.0 $0.78 -26.1%
206 BA BOEING CO Industrials 3.0 $650.0 $216.67 -4.8%
207 VIGI VANGUARD WHITEHALL FDS 3.0 $251.0 NEW $83.67 +16.6%
208 ANGI ANGI INC Communication Services 36.0 $215.0 $5.97 -22.6%
209 BND VANGUARD BD INDEX FDS $1.0 NEW
Page 11 of 11  ·  209 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
Healthcare 27.2%
Technology 21.8%
Consumer Cyclical 17.2%
Financial Services 9.3%
Consumer Defensive 8.2%
Industrials 5.3%
Communication Services 4.8%
Utilities 3.1%
Energy 1.4%
Real Estate 0.8%