Beacon Capital Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1921487
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13F Reported Value
ⓘ$682.5M
Holdings
175
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Beacon Capital Management, LLC disclosed 175 positions worth $682.5M in its Form 13F-HR for Q2 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 15.4% of the equity portfolio, followed by $QQQ. During the quarter the fund opened 29 new positions and exited 20 and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (84.2% of disclosed assets). All figures are sourced directly from Beacon Capital Management, LLC’s Form 13F-HR filing with the SEC under CIK 1921487.
AI Fund Analysis
Diversifying
$SPY15.4% weight
Held 10 quarters
$QQQ8.6% weight
Held 10 quarters
VANGUARD INDEX FDS - TOTAL
7.0% weight
Held 10 quarters
VANGUARD WORLD FD - MEGA G
6.8% weight
Held 10 quarters
PIMCO ETF TR - ULTR SH GO
6.2% weight
Held 9 quarters
SCHWAB STRATEGIC TR - US B
7 quarters accumulating
$MPC7 quarters accumulating
$MO7 quarters accumulating
$AIT7 quarters accumulating
SPDR SERIES TRUST - ST STR
6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$105.1M140,753 sh - —
Quality
$58.8M79,780 sh VANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$47.5M128,327 shVANGUARD WORLD FD - MEGA GRWTH IND
—Quality
$46.7M530,802 shPIMCO ETF TR - ULTR SH GO AC FD
—Quality
$42.5M421,207 shSPDR SERIES TRUST - ST STR P500ETF
—Quality
$34.7M394,381 shVANGUARD INDEX FDS - GROWTH ETF
—Quality
$28.5M331,249 shISHARES TR - S&P 500 GRWT ETF
—Quality
$18.7M136,146 shBLACKROCK ETF TRUST - ISHA IN CTRY ETF
—Quality
$17.7M483,900 shBLACKROCK ETF TRUST - ISHARES US EQUIT
—Quality
$17.2M252,353 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST$SPY | — | $105.1M | 140,753 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $58.8M | 79,780 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $47.5M | 128,327 |
| VANGUARD WORLD FD - MEGA GRWTH IND | — | $46.7M | 530,802 |
| PIMCO ETF TR - ULTR SH GO AC FD | — | $42.5M | 421,207 |
| SPDR SERIES TRUST - ST STR P500ETF | — | $34.7M | 394,381 |
| VANGUARD INDEX FDS - GROWTH ETF | — | $28.5M | 331,249 |
| ISHARES TR - S&P 500 GRWT ETF | — | $18.7M | 136,146 |
| BLACKROCK ETF TRUST - ISHA IN CTRY ETF | — | $17.7M | 483,900 |
| BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $17.2M | 252,353 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Beacon Capital Management, LLC's 175 positions.
Showing top 10 of 175 holdings.
Sector Allocation
Other
$574.8M
Technology
$51.7M
Financials
$14.2M
Consumer Discretionary
$13.7M
Industrials
$10.5M
Healthcare
$6.9M
Energy
$3.4M
Consumer Staples
$3.2M
Full Holdings — Beacon Capital Management, LLC (Q2 2026)
All 175 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SPY | SPDR S&P 500 ETF TRUST | $105.1M | 15.4% | -16% | — |
| 2 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $58.8M | 8.6% | -19% | — |
| 3 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $47.5M | 7.0% | -15% | — |
| 4 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $46.7M | 6.8% | +292% | — |
| 5 | — | PIMCO ETF TR - ULTR SH GO AC FD | $42.5M | 6.2% | -13% | — |
| 6 | — | SPDR SERIES TRUST - ST STR P500ETF | $34.7M | 5.1% | +2671% | — |
| 7 | — | VANGUARD INDEX FDS - GROWTH ETF | $28.5M | 4.2% | +376% | — |
| 8 | — | ISHARES TR - S&P 500 GRWT ETF | $18.7M | 2.7% | +231% | — |
| 9 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $17.7M | 2.6% | +429% | — |
| 10 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $17.2M | 2.5% | +439% | — |
| 11 | — | VANGUARD WORLD FD - INF TECH ETF | $16.3M | 2.4% | +547% | — |
| 12 |  $AAPL | Apple Inc. | $15.9M | 2.3% | -1% | 76.4 |
| 13 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $15.7M | 2.3% | -14% | — |
| 14 |  $NVDA | NVIDIA CORP | $15.4M | 2.3% | -1% | 85.9 |
| 15 | — | VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD | $14.4M | 2.1% | -8% | — |
| 16 | — | ISHARES TR - S&P 500 VAL ETF | $12.3M | 1.8% | +269% | — |
| 17 |  $AMZN | AMAZON COM INC | $8.0M | 1.2% | -2% | 68.7 |
| 18 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $8.0M | 1.2% | -6% | — |
| 19 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $7.2M | 1.1% | +310% | — |
| 20 | — | ISHARES TR - MSCI USA MMENTM | $5.8M | 0.8% | +167% | — |
| 21 | — | GLOBAL X FDS - DEFENSE TECH ETF | $5.2M | 0.8% | +566% | — |
| 22 | — | ISHARES TR - CORE UNIVRSL USD | $4.7M | 0.7% | NEW | — |
| 23 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | $4.7M | 0.7% | +458% | — |
| 24 | — | ISHARES INC - CORE MSCI EMKT | $4.7M | 0.7% | +177% | — |
| 25 | — | ISHARES TR - CORE S&P500 ETF | $4.5M | 0.7% | +41% | — |
| 26 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $4.4M | 0.7% | -8% | — |
| 27 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | $4.3M | 0.6% | +222% | — |
| 28 |  $RF | REGIONS FINANCIAL CORP | $4.1M | 0.6% | -0% | 61.5 |
| 29 |  $GOOG | Alphabet Inc. | $3.9M | 0.6% | -6% | 78.2 |
| 30 |  $TSLA | Tesla, Inc. | $3.8M | 0.6% | -5% | 53.9 |
| 31 |  $MSFT | MICROSOFT CORP | $3.7M | 0.5% | -6% | 79.8 |
| 32 | — | ISHARES TR - EAFE GRWTH ETF | $2.7M | 0.4% | NEW | — |
| 33 |  $GOOGL | Alphabet Inc. | $2.3M | 0.3% | -11% | 78.2 |
| 34 |  $PNFP | Pinnacle Financial Partners, Inc. | $2.3M | 0.3% | +0% | 54.5 |
| 35 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $2.2M | 0.3% | -2% | — |
| 36 |  $WMT | Walmart Inc. | $2.2M | 0.3% | +16% | 60.2 |
| 37 |  $LLY | ELI LILLY & Co | $2.2M | 0.3% | -3% | 87.5 |
| 38 |  $AMD | ADVANCED MICRO DEVICES INC | $2.1M | 0.3% | -1% | 79.8 |
| 39 | — | ISHARES TR - 0-3 MTH TREASURY | $2.1M | 0.3% | -12% | — |
| 40 | — | SPDR SERIES TRUST - ST STR P500GRW | $2.0M | 0.3% | +13% | — |
| 41 |  $PG | PROCTER & GAMBLE Co | $1.9M | 0.3% | -41% | 64.6 |
| 42 | — | SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC | $1.7M | 0.3% | -27% | — |
| 43 |  $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $1.7M | 0.3% | +0% | 52.1 |
| 44 |  $AVGO | Broadcom Inc. | $1.7M | 0.3% | +2% | 84.5 |
| 45 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.7M | 0.2% | -3% | 66.2 |
| 46 |  $MU | MICRON TECHNOLOGY INC | $1.6M | 0.2% | +0% | 86.2 |
| 47 | — | ISHARES TR - CORE MSCI EAFE | $1.5M | 0.2% | +35% | — |
| 48 | — | SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES | $1.5M | 0.2% | -27% | — |
| 49 |  $JNJ | JOHNSON & JOHNSON | $1.5M | 0.2% | -0% | 69 |
| 50 |  $META | Meta Platforms, Inc. | $1.4M | 0.2% | -2% | 79.6 |
| 51 |  $HCA | HCA Healthcare, Inc. | $1.4M | 0.2% | -0% | 68.9 |
| 52 |  $CVX | CHEVRON CORP | $1.4M | 0.2% | -1% | 62.8 |
| 53 | — | SIMPLIFY EXCHANGE TRADED FUN - CURRE STRAT ETF | $1.3M | 0.2% | -23% | — |
| 54 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.3M | 0.2% | -14% | 73.8 |
| 55 | — | SIMPLIFY EXCHANGE TRADED FUN - BARRIER INCOME | $1.3M | 0.2% | -23% | — |
| 56 | — | ISHARES TR - US TREAS BD ETF | $1.3M | 0.2% | NEW | — |
| 57 | — | ISHARES TR - RUS 1000 GRW ETF | $1.2M | 0.2% | +311% | — |
| 58 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $1.2M | 0.2% | -7% | — |
| 59 | — | SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BD ETF | $1.2M | 0.2% | -23% | — |
| 60 | — | ISHARES TR - MBS ETF | $1.1M | 0.2% | NEW | — |
| 61 |  $GLD | SPDR GOLD TRUST | $1.1M | 0.2% | -14% | — |
| 62 |  $JPM | JPMORGAN CHASE & CO | $1.1M | 0.2% | +19% | 70.7 |
| 63 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | $995,680 | 0.1% | NEW | — |
| 64 | — | BONDBLOXX ETF TRUST - BLOOMBERG TEN YR | $971,442 | 0.1% | NEW | — |
| 65 | — | BLACKROCK ETF TRUST II - ISHA GLO USD ETF | $966,171 | 0.1% | NEW | — |
| 66 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $961,706 | 0.1% | +0% | — |
| 67 | — | SPDR SERIES TRUST - ST STR P500VAL | $941,382 | 0.1% | +17% | — |
| 68 | — | VANGUARD STAR FDS - VG TL INTL STK F | $913,997 | 0.1% | +34% | — |
| 69 | $MPC | Marathon Petroleum Corp | $913,232 | 0.1% | +0% | 61 |
| 70 |  $CMI | CUMMINS INC | $885,978 | 0.1% | +6% | 58.1 |
| 71 | — | PIMCO ETF TR - MULTISECTOR BD | $867,480 | 0.1% | +15% | — |
| 72 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $843,498 | 0.1% | +5% | — |
| 73 | — | SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM | $832,639 | 0.1% | -27% | — |
| 74 | — | VANGUARD INDEX FDS - MID CAP ETF | $737,901 | 0.1% | +300% | — |
| 75 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $721,781 | 0.1% | +4% | 70 |
| 76 | — | PIMCO ETF TR - ACTIVE BD ETF | $699,798 | 0.1% | +35% | — |
| 77 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $686,544 | 0.1% | -5% | — |
| 78 | — | ISHARES TR - RUSSELL 2000 ETF | $686,223 | 0.1% | +13% | — |
| 79 |  $CAT | CATERPILLAR INC | $672,380 | 0.1% | -5% | 66.5 |
| 80 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $620,829 | 0.1% | -3% | — |
| 81 |  $ORCL | ORACLE CORP | $592,901 | 0.1% | -2% | 66.2 |
| 82 |  $PM | Philip Morris International Inc. | $579,657 | 0.1% | -4% | 75.9 |
| 83 |  $HD | HOME DEPOT, INC. | $576,858 | 0.1% | -9% | 60.3 |
| 84 |  $DUK | Duke Energy CORP | $576,593 | 0.1% | +6% | 56.4 |
| 85 |  $CSCO | CISCO SYSTEMS, INC. | $576,289 | 0.1% | +11% | 70.3 |
| 86 |  $MRK | Merck & Co., Inc. | $565,518 | 0.1% | +4% | 59.9 |
| 87 |  $AHR | American Healthcare REIT, Inc. | $555,161 | 0.1% | +0% | 54 |
| 88 |  $AFL | AFLAC INC | $552,277 | 0.1% | +0% | 61.3 |
| 89 |  $ABBV | AbbVie Inc. | $551,747 | 0.1% | -11% | 72.6 |
| 90 | — | ISHARES TR - RUS 1000 VAL ETF | $544,707 | 0.1% | +9% | — |
| 91 |  $SMA | SmartStop Self Storage REIT, Inc. | $533,008 | 0.1% | -26% | 60.9 |
| 92 |  $SLV | iShares Silver Trust | $523,257 | 0.1% | -41% | — |
| 93 | — | VANGUARD WORLD FD - FINANCIALS ETF | $519,115 | 0.1% | +3% | — |
| 94 |  $SHEL | Shell plc | $516,332 | 0.1% | -0% | — |
| 95 | $MO | ALTRIA GROUP, INC. | $512,663 | 0.1% | +4% | 67.4 |
| 96 |  $MSTR | Strategy Inc | $505,068 | 0.1% | +2% | 17.9 |
| 97 |  $VMC | Vulcan Materials CO | $480,098 | 0.1% | +0% | 63.5 |
| 98 |  $T | AT&T INC. | $449,649 | 0.1% | +17% | 65.7 |
| 99 |  $BAC | BANK OF AMERICA CORP /DE/ | $436,477 | 0.1% | +2% | 67.6 |
| 100 | — | VANGUARD INDEX FDS - SMALL CP ETF | $436,135 | 0.1% | -5% | — |
| 101 |  $V | VISA INC. | $431,488 | 0.1% | -11% | 82.9 |
| 102 | — | SIMPLIFY EXCHANGE TRADED FUN - GAMMA EMERGING | $426,596 | 0.1% | -25% | — |
| 103 | — | GLOBAL X FDS - ARTIFICIAL ETF | $426,238 | 0.1% | NEW | — |
| 104 |  $LRCX | LAM RESEARCH CORP | $425,517 | 0.1% | +0% | 79.4 |
| 105 |  $GLDM | World Gold Trust | $425,374 | 0.1% | NEW | — |
| 106 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $422,084 | 0.1% | NEW | — |
| 107 | — | FIDELITY COVINGTON TRUST - FIDELITY US MLTF | $412,743 | 0.1% | +18% | — |
| 108 |  $AMGN | AMGEN INC | $410,547 | 0.1% | -1% | 79.2 |
| 109 |  $LOW | LOWES COMPANIES INC | $409,196 | 0.1% | -5% | 60.8 |
| 110 |  $IBIT | iShares Bitcoin Trust ETF | $408,368 | 0.1% | NEW | — |
| 111 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $405,269 | 0.1% | +1% | — |
| 112 |  $NFLX | NETFLIX INC | $394,057 | 0.1% | -29% | 78.8 |
| 113 | — | ISHARES TR - RUS MID CAP ETF | $393,158 | 0.1% | +10% | — |
| 114 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $391,091 | 0.1% | -12% | — |
| 115 | — | DIREXION SHARES ETF TRUST - DLY NVDA BULL 2X | $390,359 | 0.1% | +4% | — |
| 116 |  $RTX | RTX Corp | $385,063 | 0.1% | +0% | 73.2 |
| 117 |  $CRWD | CrowdStrike Holdings, Inc. | $366,127 | 0.1% | NEW | 67.7 |
| 118 | — | PGIM ETF TR - ULTR SHO MUN ETF | $364,052 | 0.1% | +1% | — |
| 119 |  $PLTR | Palantir Technologies Inc. | $351,917 | 0.1% | -7% | 84.6 |
| 120 |  $FFBC | FIRST FINANCIAL BANCORP /OH/ | $351,629 | 0.1% | -9% | 57.1 |
| 121 |  $COP | CONOCOPHILLIPS | $351,238 | 0.1% | +2% | 70.2 |
| 122 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $349,842 | 0.1% | NEW | — |
| 123 | — | VANGUARD WORLD FD - CONSUM DIS ETF | $346,288 | 0.1% | +1% | — |
| 124 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | $346,025 | 0.1% | +731% | — |
| 125 |  $BA | BOEING CO | $344,837 | 0.1% | -10% | 61.6 |
| 126 |  $INTC | INTEL CORP | $340,243 | 0.1% | NEW | 45.6 |
| 127 |  $ACN | Accenture plc | $334,257 | 0.1% | +1% | — |
| 128 |  $WFC | WELLS FARGO & COMPANY/MN | $330,515 | 0.1% | NEW | 61.8 |
| 129 |  $TT | Trane Technologies plc | $328,966 | 0.1% | +0% | — |
| 130 |  $PECO | Phillips Edison & Company, Inc. | $315,910 | 0.1% | -18% | 65.4 |
| 131 | — | ISHARES TR - CORE S&P TTL STK | $311,581 | 0.1% | +1% | — |
| 132 | $AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | $308,062 | 0.1% | +0% | 58.7 |
| 133 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF | $299,773 | 0.0% | NEW | — |
| 134 | — | ISHARES TR - MSCI USA MIN ETF | $294,839 | 0.0% | +6% | — |
| 135 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $292,475 | 0.0% | -13% | — |
| 136 | — | ISHARES TR - NATIONAL MUN ETF | $282,859 | 0.0% | NEW | — |
| 137 |  $MCD | MCDONALDS CORP | $282,112 | 0.0% | +10% | 69 |
| 138 |  $KO | COCA COLA CO | $275,027 | 0.0% | -1% | 69.5 |
| 139 | — | AMERICAN CENTY ETF TR - AVANTIS CORE FI | $273,973 | 0.0% | +5% | — |
| 140 |  $HNI | HNI CORP | $272,811 | 0.0% | -13% | 58.1 |
| 141 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $270,712 | 0.0% | -8% | — |
| 142 |  $LIN | LINDE PLC | $269,342 | 0.0% | +2% | — |
| 143 | — | GLOBAL X FDS - US INFR DEV ETF | $266,400 | 0.0% | -1% | — |
| 144 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $255,343 | 0.0% | +0% | — |
| 145 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $252,624 | 0.0% | +4% | — |
| 146 | — | VANGUARD INDEX FDS - VALUE ETF | $252,554 | 0.0% | -60% | — |
| 147 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $244,850 | 0.0% | -18% | — |
| 148 |  $GE | GENERAL ELECTRIC CO | $244,349 | 0.0% | NEW | 73.8 |
| 149 | — | VANGUARD WORLD FD - CONSUM STP ETF | $243,409 | 0.0% | -5% | — |
| 150 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $243,053 | 0.0% | NEW | — |
| 151 |  $AMAT | APPLIED MATERIALS INC /DE | $239,522 | 0.0% | NEW | 72.3 |
| 152 | — | ISHARES TR - MSCI USA QLT FCT | $239,392 | 0.0% | -90% | — |
| 153 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $239,260 | 0.0% | -10% | — |
| 154 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $238,324 | 0.0% | -46% | — |
| 155 | — | ISHARES TR - ISHARES SEMICDTR | $233,554 | 0.0% | NEW | — |
| 156 |  $LMT | LOCKHEED MARTIN CORP | $225,119 | 0.0% | +4% | 65.6 |
| 157 | — | GLOBAL X FDS - DATA CTR DIG ETF | $224,413 | 0.0% | NEW | — |
| 158 | — | PROSHARES TR - ULTRAPRO QQQ | $220,365 | 0.0% | -49% | — |
| 159 |  $WELL | WELLTOWER INC. | $217,340 | 0.0% | NEW | 59.8 |
| 160 |  $GEV | GE Vernova Inc. | $212,015 | 0.0% | NEW | 81.1 |
| 161 |  $PFE | PFIZER INC | $210,517 | 0.0% | -18% | 62 |
| 162 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $210,452 | 0.0% | +0% | — |
| 163 |  $PPLT | abrdn Platinum ETF Trust | $210,254 | 0.0% | +163% | — |
| 164 |  $SILA | Sila Realty Trust, Inc. | $209,163 | 0.0% | -21% | 57.4 |
| 165 |  $DINO | HF Sinclair Corp | $208,126 | 0.0% | NEW | 58.7 |
| 166 | — | ISHARES TR - RUS 1000 ETF | $207,477 | 0.0% | NEW | — |
| 167 |  $DE | DEERE & CO | $206,669 | 0.0% | NEW | 55.4 |
| 168 | — | ISHARES TR - CORE S&P SCP ETF | $206,619 | 0.0% | -25% | — |
| 169 | — | TIDAL TRUST II - ROUNDHILL GENER | $205,122 | 0.0% | NEW | — |
| 170 |  $PH | Parker-Hannifin Corp | $205,054 | 0.0% | NEW | 65.8 |
| 171 | — | ISHARES TR - CORE US AGGBD ET | $203,283 | 0.0% | -63% | — |
| 172 |  $F | FORD MOTOR CO | $193,792 | 0.0% | -2% | 54.9 |
| 173 |  $USA | LIBERTY ALL STAR EQUITY FUND | $105,649 | 0.0% | +0% | — |
| 174 |  $MBOT | Microbot Medical Inc. | $62,400 | 0.0% | +0% | — |
| 175 |  $BDTX | Black Diamond Therapeutics, Inc. | $28,888 | 0.0% | +0% | 37.2 |
New Positions (29)
ISHARES TR - CORE UNIVRSL USD$4.7M
ISHARES TR - EAFE GRWTH ETF$2.7M
ISHARES TR - US TREAS BD ETF$1.3M
ISHARES TR - MBS ETF$1.1M
BLACKROCK ETF TRUST - ISHA SYST AL ETF$995,680
BONDBLOXX ETF TRUST - BLOOMBERG TEN YR$971,442
BLACKROCK ETF TRUST II - ISHA GLO USD ETF$966,171
GLOBAL X FDS - ARTIFICIAL ETF$426,238
$GLDM World Gold Trust$425,374 BLACKROCK ETF TRUST II - ISHA FLEX IN ETF$422,084
$IBIT iShares Bitcoin Trust ETF$408,368$CRWD CrowdStrike Holdings, Inc.$366,127$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$349,842$INTC INTEL CORP$340,243$WFC WELLS FARGO & COMPANY/MN$330,515Exited Positions (20)
$XOM.R34088 EXXON MOBIL CORP
$DBB INVESCO DB BASE METALS FUND
$IAU ISHARES GOLD TRUST LISTED FDS TR
NEW YORK LIFE INVTS ACTIVE E
$SPXC SPX Technologies, Inc. ISHARES TR
PIMCO ETF TR
$PKST Peakstone Realty Trust VANECK ETF TRUST
$ASTS AST SpaceMobile, Inc.
$GLTR abrdn Precious Metals Basket ETF Trust
$OXY OCCIDENTAL PETROLEUM CORP /DE/
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13F Pro tracks comprehensive institutional data for Beacon Capital Management, LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
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AI-Powered Hedge Fund Analysis: Beacon Capital Management, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Beacon Capital Management, LLC (SEC CIK: 1921487), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Beacon Capital Management, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.