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Portfolio (Quarterly) Guide ↗

BEACON FINANCIAL GROUP

· CIK 0001591379
13F Portfolio $1.0B AUM 348 positions Filed Apr 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 347 New
Page 7 of 18  ·  347 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HD HOME DEPOT INC Consumer Cyclical 5,433.0 $1.9M 0.19% NEW $344.10 -7.0%
122 OKE ONEOK INC NEW Energy 25,136.0 $1.8M 0.18% NEW $73.50 +19.0%
123 TRV TRAVELERS COS INC Financial Services 6,316.0 $1.8M 0.18% NEW $290.04 +1.5%
124 RDVI FT VEST RISING DIV INCOME ETF 69,523.0 $1.8M 0.18% NEW $26.24 +4.5%
125 AVUV AVANTIS US SMALL CAP VALUE ETF 17,795.0 $1.8M 0.18% NEW $101.98 +18.8%
126 TSLA TESLA INC Consumer Cyclical 3,942.0 $1.8M 0.18% NEW $449.72 -1.8%
127 IBDV ISHARES IBND DEC 2030 TRM CORP ETF 79,301.0 $1.8M 0.17% NEW $22.07 -1.1%
128 AEM AGNICO EAGLE MINES LTD F Basic Materials 10,249.0 $1.7M 0.17% NEW $169.53 +5.4%
129 IBDU ISHARES IBONDS DEC 2029 TERM ETF 73,901.0 $1.7M 0.17% NEW $23.40 -0.9%
130 PEP PEPSICO INC Consumer Defensive 11,857.0 $1.7M 0.17% NEW $143.52 +1.7%
131 CVX CHEVRON CORP NEW Energy 11,160.0 $1.7M 0.17% NEW $152.42 +20.1%
132 RTX RTX CORP Industrials 9,220.0 $1.7M 0.17% NEW $183.41 -2.2%
133 L LOEWS CORP Financial Services 16,046.0 $1.7M 0.17% NEW $105.31 -0.4%
134 IWD ISHARES RUSSELL 1000 VALUE ETF 7,798.0 $1.6M 0.16% NEW $210.33 +13.2%
135 IVLU ISHARES MSCI INTL VALUE FACTOR ETF 42,354.0 $1.6M 0.16% NEW $38.05 +12.9%
136 ANET ARISTA NETWORKS INC Technology 12,223.0 $1.6M 0.16% NEW $131.03 +18.0%
137 BKNG BOOKING HLDGS INC Consumer Cyclical 289.0 $1.5M 0.15% NEW $5351.79 -96.8%
138 FTCS FIRST TRUST CAPITAL STRENGTH ETF 16,650.0 $1.5M 0.15% NEW $92.51 +1.2%
139 BSCR INVSC BULLETSHR 2027 CRP BND ETF IV 77,328.0 $1.5M 0.15% NEW $19.74 -0.6%
140 IBDW ISHARES IBOND DEC 2031 TRM CRP ETF 71,239.0 $1.5M 0.15% NEW $21.15 -1.3%
Page 7 of 18  ·  347 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.8%
Financial Services 22.1%
Industrials 10.0%
Healthcare 8.4%
Energy 7.9%
Communication Services 7.2%
Consumer Defensive 6.8%
Consumer Cyclical 6.3%
Real Estate 3.1%
Basic Materials 2.6%