Beacon Capital Management, LLC Incresed Positions in Q2 2025

Beacon Capital Management, LLC

  • $630 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GE
General Electric CO

Industrials
53
+ 10.39%
$166.81 - $257.39 $8.84K - $13.6K
563 $144K
HNI
Hni Corp

Industrials
55
+ 0.7%
$40.26 - $49.71 $2.21K - $2.73K
7.9K $388K
CEG
Constellation Energy Corp

Utilities
22
+ 8.43%
$170.96 - $322.76 $3.76K - $7.1K
283 $91K
RSP
Invesco S&P 500 Equal Weight E

ETFs
16
+ 0.38%
$152.93 - $181.74 $2.45K - $2.91K
4.26K $773K
AVUV
American Centy ETF Tr Avantis

ETFs
397
+ 144.36%
$75.17 - $91.21 $29.8K - $36.2K
672 $61K
DG
Dollar General Corp

Consumer Defensive
5
+ 0.38%
$86.02 - $114.95 $430 - $575
1.33K $152K
IWR
Ishares Russell Mid Cap ETF

ETFs
220
+ 10.87%
$74.88 - $91.97 $16.5K - $20.2K
2.24K $206K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
241
+ 803.33%
$108.87 - $133.04 $26.2K - $32.1K
271 $36K
IWV
Ishares Russell 3000 ETF

ETFs
86
+ 96.63%
$281.67 - $351.0 $24.2K - $30.2K
175 $61K
CSCO
Cisco Systems, Inc.

Technology
163
+ 5.93%
$53.19 - $69.38 $8.67K - $11.3K
2.91K $202K
XLI
Industrial Sector Spdr

ETFs
87
+ 8.54%
$116.42 - $147.52 $10.1K - $12.8K
1.11K $163K
FLRG
Fidelity Covington Tr U S Mult

ETFs
783
+ 185.55%
$29.74 - $35.95 $23.3K - $28.1K
1.21K $43K
MET
Metlife Inc

Financial Services
323
+ 68.87%
$68.42 - $82.49 $22.1K - $26.6K
792 $63K
IWB
Ishares Tr Russell 1000 ETF

ETFs
37
+ 10.51%
$272.36 - $339.57 $10.1K - $12.6K
389 $132K
HD
Home Depot, Inc.

Consumer Cyclical
62
+ 3.82%
$335.24 - $380.78 $20.8K - $23.6K
1.69K $617K
CMI
Cummins Inc

Industrials
7
+ 0.59%
$267.12 - $336.65 $1.87K - $2.36K
1.2K $392K
PANW
Palo Alto Networks Inc

Technology
28
+ 6.9%
$152.44 - $204.64 $4.27K - $5.73K
434 $88K
SCHX
Schwab Strategic Tr Us Large C

ETFs
23
+ 0.29%
$19.6 - $24.44 $451 - $562
8.01K $195K
CARR
Carrier Global Corp

Industrials
107
+ 9.26%
$55.55 - $75.83 $5.94K - $8.11K
1.26K $92K
NEM
Newmont Corp

Basic Materials
8
+ 0.46%
$44.18 - $59.46 $353 - $476
1.74K $101K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
36
+ 5.08%
$35.11 - $63.01 $1.26K - $2.27K
745 $45K
VO
Vanguard Mid Cap ETF

ETFs
2
+ 0.26%
$228.54 - $279.83 $457 - $560
783 $219K
IAU
Ishares Gold Trust

ETFs
245
+ 48.51%
$56.1 - $64.74 $13.7K - $15.9K
750 $46K
MS
Morgan Stanley

Financial Services
90
+ 49.18%
$99.83 - $140.86 $8.98K - $12.7K
273 $38K
IWP
Ishares Russell Mid Cap Growth

ETFs
30
+ 5.26%
$104.34 - $138.68 $3.13K - $4.16K
600 $83K
FCX
Freeport Mcmoran Inc

Basic Materials
327
+ 59.56%
$29.15 - $44.46 $9.53K - $14.5K
876 $37K
AMAT
Applied Materials Inc

Technology
1
+ 0.23%
$126.95 - $183.52 $127 - $184
441 $80K
SCHA
Schwab Strategic Tr Us Small C

ETFs
582
+ 46.49%
$20.42 - $25.3 $11.9K - $14.7K
1.83K $46K
KR
Kroger CO

Consumer Defensive
87
+ 3.93%
$64.62 - $74.0 $5.62K - $6.44K
2.3K $165K
SYK
Stryker Corp

Healthcare
32
+ 31.07%
$337.37 - $395.63 $10.8K - $12.7K
135 $53K
WMB
Williams Companies, Inc.

Energy
152
+ 11.28%
$54.33 - $62.87 $8.26K - $9.56K
1.5K $94K
CAH
Cardinal Health Inc

Healthcare
16
+ 4.42%
$125.0 - $168.0 $2K - $2.69K
378 $63K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
2.54K
+ 38.88%
$10.68 - $12.73 $27.1K - $32.3K
9.07K $96K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
107
+ 102.88%
$116.93 - $119.39 $12.5K - $12.8K
211 $25K
DE
Deere & CO

Industrials
1
+ 0.31%
$412.99 - $531.48 $413 - $531
321 $163K
F
Ford Motor CO

Consumer Cyclical
243
+ 1.87%
$8.69 - $10.85 $2.11K - $2.64K
13.3K $143K
AVSC
American Centy ETF Tr Avantis
242
+ 201.67%
$42.39 - $51.76 $10.3K - $12.5K
362 $18K
IWD
Ishares Russell 1000 Val ETF

ETFs
8
+ 0.42%
$166.82 - $194.23 $1.33K - $1.55K
1.92K $372K
ADP
Automatic Data Processing Inc

Industrials
37
+ 6.45%
$276.76 - $326.81 $10.2K - $12.1K
611 $188K
STE
Steris PLC

Healthcare
2
+ 0.22%
$208.55 - $252.55 $417 - $505
924 $221K
MBB
Ishares Tr

ETFs
120
+ 35.29%
$91.41 - $94.22 $11K - $11.3K
460 $43K
QUAL
Ishares Msci Usa Quality Facto

ETFs
20
+ 3.17%
$152.42 - $182.82 $3.05K - $3.66K
651 $119K
EFG
Msci Eafe Growth ETF

ETFs
1
+ 0.1%
$89.8 - $112.0 $89.8 - $112
984 $110K
SJNK
Spdr Bloomberg Short Term High

ETFs
471
+ 356.82%
$24.12 - $25.48 $11.4K - $12K
603 $15K
ISRG
Intuitive Surgical Inc

Healthcare
3
+ 1.49%
$451.58 - $565.94 $1.35K - $1.7K
205 $111K
EFA
Ishares Tr Msci Eafe ETF

ETFs
62
+ 9.76%
$72.96 - $90.39 $4.52K - $5.6K
697 $62K
IXG
Ishares Global Fin'L ETF

ETFs
14
+ 1.3%
$90.79 - $110.82 $1.27K - $1.55K
1.09K $120K
TFLO
Ishares Treasury Floating Rate

ETFs
201
+ 251.25%
$50.47 - $50.66 $10.1K - $10.2K
281 $14K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
38
+ 172.73%
$180.84 - $240.32 $6.87K - $9.13K
60 $14K
Activity Summary
Buys All Purchases 423 New Holdings 51 Increased Positions 372 Sells All Sells 263 Reductions 263 Sold out 0 Options Calls 0 Puts 0
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