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
KIM
Kimco Realty Corp

Real Estate
12
+ 1.15%
$18.7 - $21.69 $224 - $260
1.06K $22K
Janus Detroit Str Tr
1.4K
+ 11666.67%
N/A
1.41K $0
Jacobs Solutions Inc
1
+ 0.23%
N/A
427 $0
XEL
Xcel Energy Inc

Utilities
2
+ 1.14%
$65.65 - $72.39 $131 - $145
178 $12K
Ishares Bitcoin Trust ETF
837
+ 160.96%
N/A
1.36K $0
IDU
Ishares Tr U S Utils ETF

ETFs
1
+ 0.99%
$93.98 - $106.11 $94 - $106
102 $10K
VTRS
Viatris Inc

Healthcare
4
+ 0.48%
$7.26 - $9.12 $29 - $36.5
844 $7K
WPC
W. P. Carey Inc.

Real Estate
2
+ 1.53%
$56.12 - $64.53 $112 - $129
133 $8K
Amentum Holdings Inc
25
+ 5.9%
N/A
449 $0
SHY
Ishares Barclays 1 3 Year Trea

ETFs
6
+ 2.34%
$82.21 - $83.12 $493 - $499
262 $21K
DVY
Ishares Tr

ETFs
2
+ 0.84%
$118.37 - $134.86 $237 - $270
240 $31K
ATO
Atmos Energy Corp

Utilities
1
+ 0.21%
$145.06 - $162.66 $145 - $163
470 $72K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.82%
$233.83 - $276.34 $234 - $276
123 $32K
UNM
Unum Group

Financial Services
1
+ 0.9%
$70.48 - $82.91 $70.5 - $82.9
112 $9K
ARTNA
Artesian Resources Corp

Utilities
3
+ 1.04%
$31.86 - $35.52 $95.6 - $107
291 $9K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1
+ 0.63%
$45.2 - $46.6 $45.2 - $46.6
160 $7K
TIP
Ishares Tr Tips Bd ETF

ETFs
4
+ 0.77%
$107.93 - $110.97 $432 - $444
521 $57K
Tidal Tr Ii
2.99K
+ 852.86%
N/A
3.34K $0
DHS
Wisdomtree Tr U.S

ETFs
2
+ 0.82%
$87.71 - $98.37 $175 - $197
246 $23K
PFG
Principal Financial Group Inc

Financial Services
1
+ 0.38%
$69.56 - $86.19 $69.6 - $86.2
265 $21K
CQP
Cheniere Energy Partners, L.P.

Energy
2
+ 1.96%
$54.61 - $68.04 $109 - $136
104 $5K
SU
Suncor Energy Inc

Energy
2
+ 0.7%
$31.54 - $41.04 $63.1 - $82.1
289 $10K
BRSP
Bright Spire Capital, Inc.

Real Estate
48
+ 3.62%
$4.3 - $5.59 $206 - $268
1.38K $6K
CHCT
Community Healthcare Trust Inc

Real Estate
11
+ 2.84%
$14.97 - $18.3 $165 - $201
398 $6K
VNQ
Vanguard Specialized Funds Van

ETFs
4
+ 0.55%
$79.79 - $91.42 $319 - $366
727 $64K
ET
Energy Transfer LP

Energy
31
+ 1.4%
$15.65 - $18.93 $485 - $587
2.24K $40K
EXC
Exelon Corp

Utilities
6
+ 0.9%
$42.2 - $47.37 $253 - $284
670 $29K
IP
International Paper CO

Consumer Cyclical
1
+ 2.63%
$43.89 - $54.46 $43.9 - $54.5
39 $1K
MATX
Matson, Inc.

Industrials
1
+ 1.0%
$93.11 - $132.21 $93.1 - $132
101 $11K
LZB
La Z Boy Inc

Consumer Cyclical
1
+ 0.95%
$35.67 - $44.28 $35.7 - $44.3
106 $3K
OHI
Omega Healthcare Investors Inc

Real Estate
19
+ 1.41%
$35.55 - $39.05 $675 - $742
1.37K $50K
FBK
Fb Financial Corp

Financial Services
5
+ 0.47%
$39.93 - $46.97 $200 - $235
1.07K $48K
IYH
Ishares Tr

ETFs
1
+ 0.55%
$53.97 - $60.17 $54 - $60.2
182 $10K
HRI
Herc Holdings Inc

Industrials
3
+ 0.61%
$102.34 - $142.19 $307 - $427
496 $65K
EQR
Equity Residential

Real Estate
2
+ 1.18%
$61.82 - $71.72 $124 - $143
172 $11K
BKR
Baker Hughes CO

Energy
12
+ 8.57%
$35.0 - $44.92 $420 - $539
152 $5K
CION
Cion Investment Corp

Financial Services
2.37K
+ 7.65%
$8.68 - $10.48 $20.6K - $24.9K
33.4K $319K
HSTM
Healthstream Inc

Healthcare
1
+ 0.4%
$26.6 - $34.07 $26.6 - $34.1
251 $6K
DOW
Dow Inc.

Basic Materials
190
+ 23.4%
$25.81 - $34.89 $4.9K - $6.63K
1K $26K
NOV
Nov Inc.

Energy
10
+ 2.17%
$11.11 - $15.41 $111 - $154
471 $5K
OTIS
Otis Worldwide Corp

Industrials
1
+ 0.19%
$90.88 - $104.3 $90.9 - $104
517 $51K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
8
+ 0.48%
$90.85 - $102.31 $727 - $818
1.67K $168K
RPM
Rpm International Inc

Basic Materials
2
+ 0.52%
$96.97 - $117.58 $194 - $235
384 $42K
AJG
Arthur J. Gallagher & Co.

Financial Services
14
+ 5.15%
$310.86 - $348.77 $4.35K - $4.88K
286 $91K
PRU
Prudential Financial Inc

Financial Services
1
+ 0.18%
$95.12 - $112.71 $95.1 - $113
571 $61K
IYE
Ishares Tr

ETFs
3
+ 0.56%
$40.36 - $49.67 $121 - $149
543 $24K
CTRA
Coterra Energy Inc.

Energy
3
+ 0.57%
$22.6 - $29.07 $67.8 - $87.2
533 $13K
LYB
Lyondell Basell Industries N.V.

Basic Materials
1
+ 0.43%
$53.23 - $70.65 $53.2 - $70.7
233 $13K
PBA
Pembina Pipeline Corp

Energy
15
+ 1.36%
$35.16 - $40.88 $527 - $613
1.12K $41K
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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