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
ED
Consolidated Edison Inc

Utilities
3
+ 0.88%
$98.05 - $113.3 $294 - $340
343 $34K
IVT
Inven Trust Properties Corp.

Real Estate
20
+ 0.88%
$25.97 - $29.73 $519 - $595
2.3K $62K
FDL
First Tr Morningstar Dividend

ETFs
36
+ 1.1%
$38.19 - $43.19 $1.37K - $1.55K
3.31K $138K
IRT
Independence Realty Trust, Inc.

Real Estate
2
+ 0.19%
$17.41 - $21.38 $34.8 - $42.8
1.04K $18K
UPS
United Parcel Service Inc

Industrials
29
+ 4.07%
$91.92 - $110.2 $2.67K - $3.2K
741 $74K
ALL
Allstate Corp

Financial Services
4
+ 0.37%
$180.53 - $212.64 $722 - $851
1.08K $216K
YUM
Yum Brands Inc

Consumer Cyclical
3
+ 0.46%
$138.36 - $161.45 $415 - $484
659 $97K
EPD
Enterprise Products Partners L.P.

Energy
43
+ 1.63%
$28.95 - $34.22 $1.24K - $1.47K
2.68K $83K
TAP
Molson Coors Beverage CO

Consumer Defensive
6
+ 1.03%
$47.24 - $62.46 $283 - $375
589 $28K
MCD
Mcdonalds Corp

Consumer Cyclical
39
+ 4.3%
$285.55 - $321.23 $11.1K - $12.5K
945 $276K
BP
Bp PLC

Energy
15
+ 0.71%
$26.11 - $33.81 $392 - $507
2.14K $63K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
362
+ 905.0%
$105.72 - $1416.0 $38.3K - $513K
402 $44K
AFL
Aflac Inc

Financial Services
151
+ 3.32%
$99.77 - $112.45 $15.1K - $17K
4.7K $495K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
2
+ 0.43%
$212.1 - $244.27 $424 - $489
469 $102K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
6
+ 1.83%
$225.56 - $335.19 $1.35K - $2.01K
333 $79K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
960
+ 1280.0%
$87.84 - $1441.89 $84.3K - $1.38M
1.04K $93K
SHEL
Shell PLC

Energy
60
+ 0.88%
$59.75 - $73.05 $3.59K - $4.38K
6.89K $485K
BMY
Bristol Myers Squibb CO

Healthcare
150
+ 5.13%
$44.12 - $59.6 $6.62K - $8.94K
3.07K $142K
ABBV
Abb Vie Inc.

Healthcare
52
+ 2.43%
$170.16 - $206.27 $8.85K - $10.7K
2.19K $406K
JNJ
Johnson & Johnson

Healthcare
22
+ 0.37%
$146.36 - $159.82 $3.22K - $3.52K
6.03K $921K
CTA
Simplify Exch Traded Fds Simpl

ETFs
22.2K
+ 3.08%
$26.61 - $29.9 $590K - $663K
743K $19.9M
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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