Fund HoldingsBeacon Capital Management, LLC

Total Portfolio Value
$566.71M
Total Bought
$34.75M
Total Sold
$110.92M
Net Transaction
-$76.18M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
091,519+91,51902,9430.52%+2,943
ISHARES TR96414,701+13,7372043,1040.55%+2,900
BLACKROCK ETF TRUST
ISHARES US EQUIT
046,781+46,78102,7220.48%+2,722
ISHARES TR20,40841,094+20,6862,5164,6480.82%+2,133
ISHARES TR
MSCI USA QLT FCT
010,968+10,96802,1040.37%+2,104
PINNACLE FINL PARTNERS INC(PNFP)022,366+22,36601,9270.34%+1,927
ISHARES TR
MSCI USA MMENTM
06,351+6,35101,5240.27%+1,524
SCHWAB STRATEGIC TR37,29082,197+44,9078962,0340.36%+1,138
ISHARES INC
CORE MSCI EMKT
4,34620,289+15,9432921,4150.25%+1,123
BLACKROCK ETF TRUST
ISHA US THEM ETF
030,698+30,69801,1120.20%+1,112
BLACKROCK ETF TRUST
ISHA I IN TE ETF
033,558+33,55801,1060.20%+1,106
SPDR SERIES TRUST
ST STR P500ETF
014,235+14,23501,0900.19%+1,090
GLOBAL X FDS
DEFENSE TECH ETF
012,966+12,96609190.16%+919
BLACKROCK ETF TRUST
ISHA LA CORE ETF
016,616+16,61606820.12%+682
ABRDN PLATINUM ETF TRUST1,9105,666+3,7563561,0100.18%+654
ISHARES SILVER TR(SLV)8,96016,583+7,6235771,1300.20%+553
SPDR SERIES TRUST
ST STR P500GRW
9,17414,771+5,5979791,4460.26%+467
CHEVRON CORPORATION(CVX)08,281+8,28101,7130.30%+1,713
PIMCO ETF TR
MULTISECTOR BD
12,25428,339+16,0853277420.13%+416
SPX TECHNOLOGIES INC01,960+1,96003920.07%+392
SPDR SERIES TRUST
ST STR P500VAL
6,84313,290+6,4473897520.13%+363
ISHARES TR3,5034,204+7012,4002,7460.48%+347
EXXON MOBIL CORP7,2617,147-1148741,2130.21%+339
VANECK ETF TRUST
RARE EAR STR ETF
03,580+3,58003150.06%+315
FIDELITY COVINGTON TRUST08,502+8,50203130.06%+313
DIREXION SHARES ETF TRUST
DLY NVDA BULL 2X
03,176+3,17603060.05%+306
MARATHON PETE CORP(MPC)03,570+3,57008720.15%+872
ABRDN PRECIOUS METALS BASKET01,220+1,22002670.05%+267
PIMCO ETF TR
ACTIVE BD ETF
2,7045,615+2,9112525180.09%+267
INVESCO DB MULTI SECTOR COMM(DBB)17,84928,683+10,8344096740.12%+265
AMERICAN CENTY ETF TR06,281+6,28102610.05%+261
LOCKHEED MARTIN CORP(LMT)0423+42302560.05%+256
OCCIDENTAL PETE CORP(OXY)03,728+3,72802420.04%+242
VANGUARD STAR FDS5,0137,996+2,9833786170.11%+238
GLOBAL X FDS
US INFR DEV ETF
04,579+4,57902330.04%+233
JOHNSON JOHNSON(JNJ)5,8025,787-151,2011,4150.25%+214
VANGUARD BD INDEX FDS02,743+2,74302120.04%+212
ISHARES GOLD TR(IAU)2,5194,624+2,1052044080.07%+203
FIRST TR EXCHANGE TRADED FD
UTILITIES ALPH
04,058+4,05802010.04%+201
COSTCO WHOLESALE CORPORATION(COST)1,8861,816-701,6261,8100.32%+184
SPDR GOLD TR(GLD)3,1933,365+1721,2661,4480.26%+183
ISHARES TR3,9235,572+1,6493925530.10%+161
SHELL PLC(SHEL)6,6166,665+494866200.11%+134
CONOCOPHILLIPS(COP)03,320+3,32004380.08%+438
ISHARES TR
CORE MSCI EAFE
10,81411,853+1,0399671,0730.19%+106
ISHARES TR2,6783,311+6332903840.07%+94
ISHARES TR02,018+2,01805010.09%+501
CATERPILLAR INC(CAT)664665+13814710.08%+90
WALMART INC(WMT)17,83216,701-1,1311,9872,0760.37%+89
SELECT SECTOR SPDR TR
ST STR ENERG ETF
4,9594,986+272223050.05%+84
NETFLIX INC(NFLX)07,725+7,72507430.13%+743
DUKE ENERGY CORP NEW(DUK)4,1754,283+1084895610.10%+71
MICRON TECHNOLOGY INC(MU)1,4101,401-94024730.08%+71
AT T INC(T)018,603+18,60305390.10%+539
MERCK CO INC(MRK)4,2004,237+374425100.09%+68
ALTRIA GROUP INC(MO)06,841+6,84104510.08%+451
ISHARES TR2,7653,249+4842663160.06%+50
C H ROBINSON WORLDWIDE IN(CHRW)9,1589,15801,4721,5210.27%+49
PFIZER INC(PFE)10,36510,628+2632582980.05%+40
AST SPACEMOBILE INC(ASTS)3,5003,50002542900.05%+36
LINDE PLC(LIN)0511+51102530.04%+253
MICROBOT MED INC032,000+32,0000770.01%+77
1ST FINL BANCORP(FFBC)11,39411,39402853180.06%+33
PROCTER GAMBLE CO(PG)21,63321,670+373,1003,1300.55%+30
COCA COLA CO(KO)3,4043,408+42382590.05%+21
RTX CORPORATION(RTX)2,0242,026+23713910.07%+20
SCHWAB STRATEGIC TR19,86820,002+1345665820.10%+16
VANGUARD INDEX FDS1,4711,509+383803950.07%+16
PHILIP MORRIS INTL INC(PM)3,3363,329-75355500.10%+15
VANGUARD WHITEHALL FDS1,5721,610+382262380.04%+13
ADVANCED MICRO DEVICES INC(AMD)3,4543,685+2317407500.13%+10
ISHARES TR2,0612,068+74344420.08%+8
APPLIED INDL TECHNOLOGIES IN(AIT)0910+91002410.04%+241
MCDONALDS CORP(MCD)947946-12892940.05%+4
PHILLIPS EDISON CO INC(PECO)09,278+9,27803470.06%+347
SIMPLIFY EXCHANGE TRADED FUN
CURRE STRAT ETF
60,06256,005-4,0571,6341,6380.29%+3
PGIM ETF TR
ULTR SHO MUN ETF
7,1117,165+543583610.06%+2
FORD MTR CO(F)12,35614,165+1,8091621630.03%+1
VANGUARD INDEX FDS3,0002,925-755735740.10%+1
ALLSTATE CORP(ALL)01,090+1,09002260.04%+226
SHERWIN WILLIAMS CO(SHW)0707+70702270.04%+227
ISHARES TR
MSCI USA MIN ETF
2,8622,873+112692660.05%-3
BLACK DIAMOND THERAPEUTICS I015,615+15,6150330.01%+33
FIDELITY MERRIMACK STR TR6,6236,529-943052980.05%-7
ROYAL CARIBBEAN GROUP
COM
01,395+1,39503840.07%+384
SCHWAB STRATEGIC TR22,81120,106-2,7056266170.11%-9
VANGUARD WORLD FD
CONSUM STP ETF
01,137+1,13702550.05%+255
ISHARES TR1,8701,874+42782670.05%-11
AFLAC INC(AFL)04,708+4,70805160.09%+516
LOWES COS INC(LOW)01,960+1,96004630.08%+463
VANGUARD WORLD FD
HEALTH CAR ETF
812815+32342220.04%-12
LIBERTY ALL STAR EQUITY FD(USA)18,17018,180+101141010.02%-13
ISHARES TR2,0451,859-1862462310.04%-15
SPDR SERIES TRUST
ST STR PR SP1500
4,4154,402-133643480.06%-16
NVIDIA CORPORATION(NVDA)077,895+77,895013,5852.40%+13,585
VANGUARD ADMIRAL FDS INC502504+22232060.04%-17
VULCAN MATLS CO(VMC)01,627+1,62704430.08%+443
BOEING CO(BA)01,778+1,77803540.06%+354
HOME DEPOT INC(HD)01,795+1,79505900.10%+590
ABBOTT LABORATORIES02,012+2,01202070.04%+207
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