Beacon Capital Management, Inc. Portfolio Holdings

Beacon Capital Management, Inc.

  • $2.32 Billion
  • Q3 2024

Beacon Capital Management, Inc. has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.32 Billion distributed in 29 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 $192M, Vanguard Utilities ETF with a value of $180M, Vanguard Communication Service with a value of $170M, Vanguard Industrial ETF with a value of $169M, and Vanguard Financial ETF with a value of $167M.

Examining the 13F form we can see an increase of $71.9M in the current position value, from $2.25B to 2.32B.

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

Portfolio value $2.32 Billion
ETFs: $2.32 Billion
Technology: $516,000
Industrials: $246,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$22.6B
$246,000 0.01% of portfolio
1,200
Q3 2024 Added 300.0%

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $2.32 Billion
  • Prior Value $2.25 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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