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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 4 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VEU VANGUARD INTL EQUITY INDEX F 1,422.0 $119K 0.06% -93.0 -6.1% $83.74 +1.1%
62 AFL AFLAC INC Financial Services 955.0 $112K 0.06% $117.25 -1.4%
63 CSX CSX CORP Industrials 2,298.0 $109K 0.05% $47.53 +1.7%
64 MAR MARRIOTT INTL INC NEW Consumer Cyclical 292.0 $108K 0.05% $370.59 -9.8%
65 VOE VANGUARD INDEX FDS 543.0 $107K 0.05% +285.0 +110.5% $197.60 +4.1%
66 TFC TRUIST FINL CORP Financial Services 2,152.0 $107K 0.05% $49.82 -0.8%
67 CAT CATERPILLAR INC Industrials 100.0 $106K 0.05% $1064.90 -26.8%
68 SO SOUTHERN CO Utilities 1,016.0 $97K 0.05% +629.0 +162.5% $95.69 -8.0%
69 RPM RPM INTL INC Basic Materials 832.0 $92K 0.05% $111.15 -7.9%
70 CVX CHEVRON CORPORATION Energy 555.0 $92K 0.05% $165.76 +27.0%
71 BAC BANK OF AMER CORP Financial Services 1,519.0 $87K 0.04% $56.96 +8.9%
72 PEP PEPSICO INC Consumer Defensive 628.0 $85K 0.04% -80.0 -11.3% $135.40 +3.0%
73 CGGR CAPITAL GROUP GROWTH ETF 1,700.0 $80K 0.04% NEW $47.20 -1.7%
74 GLD SPDR GOLD TR Financial Services 215.0 $79K 0.04% NEW $368.38 +7.9%
75 CGDV CAPITAL GROUP DIVIDEND VALUE 1,600.0 $79K 0.04% NEW $49.28 +0.5%
76 AGG ISHARES TR 793.0 $78K 0.04% NEW $98.98 -2.2%
77 CGGO CAPITAL GROUP GBL GROWTH EQT 1,820.0 $77K 0.04% NEW $42.33 -6.1%
78 NVS NOVARTIS AG Healthcare 489.0 $77K 0.04% $156.72 +3.0%
79 META META PLATFORMS INC Communication Services 136.0 $77K 0.04% $563.29 +3.1%
80 RTX RTX CORPORATION Industrials 350.0 $66K 0.03% $189.73 +7.6%
Page 4 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%