Beacon Capital Management, Inc. has filed its 13F form on May 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.95 Billion distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Short with a value of $561M, Vanguard Bd Index Fd Inc Inter with a value of $461M, Vanguard Bd Index Fd Inc Long with a value of $377M, Vanguard Sht Trm Inflt Prot Fd with a value of $88.7M, and Invesco Qqq Trust, Series 1 with a value of $84.7M.

Examining the 13F form we can see an decrease of $286M in the current position value, from $2.23B to 1.95B.

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

Portfolio value $1.95 Billion
ETFs: $1.95 Billion
Financial Services: $2.35 Million
Technology: $472,000
Industrials: $416,000

Stock Holdings Table Companies Only

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

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $1.95 Billion
  • Prior Value $2.23 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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