Beacon Capital Management, Inc. has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.23 Billion distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $179M, Vanguard Communication Service with a value of $170M, Vanguard Consumer Discretionar with a value of $170M, Vanguard Financial ETF with a value of $169M, and Vanguard Information Technolog with a value of $167M.

Examining the 13F form we can see an decrease of $89.4M in the current position value, from $2.32B to 2.23B.

Below you can find more details about Beacon Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $2.23 Billion
ETFs: $2.23 Billion
Technology: $544,000
Industrials: $219,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $2.23 Billion
  • Prior Value $2.32 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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