Beacon Capital Management, LLC Reduced Holdings in Q2 2025

Beacon Capital Management, LLC

  • $630 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPG
Simon Property Group Inc

Real Estate
-47
- 21.08%
$140.37 - $171.44 $6.6K - $8.06K
176 $28K
LUV
Southwest Airlines CO

Industrials
-244
- 23.92%
$24.04 - $34.36 $5.87K - $8.38K
776 $25K
FXU
First Tr Exchange Traded Fd Ut

ETFs
-342
- 7.9%
$37.86 - $43.29 $12.9K - $14.8K
3.99K $168K
SCHW
Schwab Charles Corp

Financial Services
-167
- 34.29%
$69.06 - $91.24 $11.5K - $15.2K
320 $29K
SBLK
Star Bulk Carriers Corp.

Industrials
-627
- 83.94%
$12.66 - $17.4 $7.94K - $10.9K
120 $2K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-25
- 9.54%
$99.37 - $134.05 $2.48K - $3.35K
237 $26K
HLN
Haleon PLC

Healthcare
-767
- 55.02%
$9.27 - $11.41 $7.11K - $8.75K
627 $6K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-48
- 81.36%
$160.22 - $209.35 $7.69K - $10K
11 $2K
DKNG
Draft Kings Inc.

Consumer Cyclical
-258
- 98.85%
$31.67 - $42.89 $8.17K - $11.1K
3 $0
NVS
Novartis Ag

Healthcare
-90
- 26.87%
$101.96 - $121.01 $9.18K - $10.9K
245 $29K
PGR
Progressive Corp

Financial Services
-15
- 7.98%
$255.27 - $288.74 $3.83K - $4.33K
173 $46K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-269
- 92.76%
$22.66 - $26.12 $6.1K - $7.03K
21 $0
USB
Us Bancorp \De\

Financial Services
-165
- 40.64%
$36.4 - $45.76 $6.01K - $7.55K
241 $10K
AWK
American Water Works Company, Inc.

Utilities
-35
- 16.43%
$133.82 - $151.96 $4.68K - $5.32K
178 $24K
ADBE
Adobe Inc.

Technology
-19
- 19.39%
$340.0 - $420.68 $6.46K - $7.99K
79 $30K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-78
- 63.93%
$83.54 - $100.04 $6.52K - $7.8K
44 $4K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-82
- 42.49%
$67.03 - $80.35 $5.5K - $6.59K
111 $8K
RACE
Ferrari N.V.

Consumer Cyclical
-17
- 65.38%
$397.86 - $499.02 $6.76K - $8.48K
9 $4K
TFC
Truist Financial Corp

Financial Services
-223
- 19.14%
$34.79 - $42.99 $7.76K - $9.59K
942 $40K
VLO
Valero Energy Corp

Energy
-53
- 31.93%
$104.69 - $141.77 $5.55K - $7.51K
113 $15K
COF
Capital One Financial Corp

Financial Services
-56
- 31.28%
$150.57 - $212.76 $8.43K - $11.9K
123 $26K
GIS
General Mills Inc

Consumer Defensive
-26
- 4.11%
$50.37 - $60.97 $1.31K - $1.59K
607 $31K
LEN
Lennar Corp

Consumer Cyclical
-46
- 47.92%
$102.76 - $115.66 $4.73K - $5.32K
50 $5K
ELAN
Elanco Animal Health Inc

Healthcare
-662
- 79.09%
$8.1 - $14.3 $5.36K - $9.47K
175 $2K
IGV
Ishares Expanded Tech Software

ETFs
-88
- 50.0%
$80.15 - $109.5 $7.05K - $9.64K
88 $9K
V
Visa Inc.

Financial Services
-37
- 2.39%
$308.27 - $373.31 $11.4K - $13.8K
1.51K $536K
SQ
Block, Inc.

Technology
-107
- 31.85%
N/A
229 $13K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-119
- 88.15%
$35.35 - $42.68 $4.21K - $5.08K
16 $0
AMP
Ameriprise Financial Inc

Financial Services
-14
- 40.0%
$422.19 - $533.73 $5.91K - $7.47K
21 $11K
SBUX
Starbucks Corp

Consumer Cyclical
-3
- 0.38%
$79.69 - $99.41 $239 - $298
789 $72K
TGT
Target Corp

Consumer Defensive
-37
- 14.74%
$88.76 - $105.77 $3.28K - $3.91K
214 $21K
LVS
Las Vegas Sands Corp

Consumer Cyclical
-138
- 43.95%
$30.7 - $44.12 $4.24K - $6.09K
176 $7K
IWS
Ishares Russell Midcap Value E

ETFs
-66
- 11.83%
$110.58 - $132.14 $7.3K - $8.72K
492 $65K
GPI
Group 1 Automotive Inc

Consumer Cyclical
-12
- 57.14%
$372.3 - $448.86 $4.47K - $5.39K
9 $3K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-241
- 13.16%
$58.41 - $72.69 $14.1K - $17.5K
1.59K $115K
MAS
Masco Corp

Industrials
-65
- 41.14%
$58.73 - $71.06 $3.82K - $4.62K
93 $5K
PSA
Public Storage

Real Estate
-18
- 27.27%
$266.31 - $309.77 $4.79K - $5.58K
48 $14K
JCI
Johnson Controls International PLC

Industrials
-199
- 31.79%
$71.14 - $105.62 $14.2K - $21K
427 $45K
MNST
Monster Beverage Corp

Consumer Defensive
-94
- 39.0%
$55.01 - $64.24 $5.17K - $6.04K
147 $9K
WDAY
Workday, Inc.

Technology
-20
- 51.28%
$210.47 - $274.71 $4.21K - $5.49K
19 $4K
SONY
Sony Group Corp

Technology
-168
- 53.67%
$21.24 - $26.88 $3.57K - $4.52K
145 $3K
NXPI
Nxp Semiconductors N.V.

Technology
-35
- 29.17%
$153.5 - $218.72 $5.37K - $7.66K
85 $18K
MMM
3 M CO

Industrials
-54
- 7.46%
$126.09 - $154.15 $6.81K - $8.32K
670 $102K
PPL
Ppl Corp

Utilities
-115
- 64.61%
$33.45 - $36.5 $3.85K - $4.2K
63 $2K
TMUS
T Mobile Us, Inc.

Communication Services
-16
- 72.73%
$220.99 - $268.54 $3.54K - $4.3K
6 $1K
LMT
Lockheed Martin Corp

Industrials
-22
- 5.8%
$430.82 - $486.45 $9.48K - $10.7K
357 $165K
DEO
Diageo PLC

Consumer Defensive
-37
- 19.58%
$99.86 - $115.75 $3.69K - $4.28K
152 $15K
HEI
Heico Corp

Industrials
-15
- 88.24%
$236.44 - $328.0 $3.55K - $4.92K
2 $0
HPQ
Hp Inc

Technology
-28
- 2.45%
$21.88 - $29.32 $613 - $821
1.11K $27K
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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