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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 9 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IJJ ISHARES TR 98.0 $14K 0.01% $147.73 -1.6%
162 INTU INTUIT Technology 55.0 $14K 0.01% $261.00 +31.9%
163 PYPL PAYPAL HLDGS INC Financial Services 320.0 $14K 0.01% $43.18 +21.3%
164 DIS DISNEY WALT CO Communication Services 134.0 $13K 0.01% $96.25 +10.4%
165 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 150.0 $12K 0.01% $79.22 +8.7%
166 SAM BOSTON BEER INC Consumer Defensive 66.0 $12K 0.01% $177.03 -1.5%
167 DHR DANAHER CORP DEL Healthcare 60.0 $11K 0.01% $190.48 +8.6%
168 FEDEX FGHT HLDG CO INC 74.0 $11K 0.01% NEW $151.00
169 VXF VANGUARD INDEX FDS 44.0 $11K 0.01% $246.23 -3.2%
170 HAS HASBRO INC Consumer Cyclical 128.0 $11K 0.01% $82.59 +13.3%
171 MO ALTRIA GROUP INC Consumer Defensive 128.0 $9K 0.01% $71.95 -3.0%
172 F FORD MTR CO Consumer Cyclical 601.0 $8K 0.00% $13.90 -0.8%
173 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 233.0 $8K 0.00% $35.09 -2.8%
174 SCHF SCHWAB STRATEGIC TR 258.0 $7K 0.00% $27.70 +0.9%
175 LYV LIVE NATION ENTERTAINMENT IN Communication Services 39.0 $7K 0.00% $183.13 -2.9%
176 C CITIGROUP INC Financial Services 50.0 $7K 0.00% $139.96 -5.4%
177 MSI MOTOROLA SOLUTIONS INC Technology 14.0 $6K 0.00% $415.36 +19.0%
178 MTCH MATCH GROUP INC NEW Communication Services 148.0 $6K 0.00% $38.05 +10.2%
179 KD KYNDRYL HLDGS INC Technology 488.0 $6K 0.00% $11.31 +15.8%
180 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 200.0 $4K 0.00% $21.11 -27.3%
Page 9 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%