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Portfolio (Quarterly) Guide ↗

BEACON FINANCIAL GROUP

· CIK 0001591379
13F Portfolio $1.0B AUM 348 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 120 Added 132 Reduced 18 Exited
Page 6 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 KR KROGER CO Consumer Defensive 6,913.0 $500K 0.05% -98.0 -1.4% $72.36 -12.0%
102 FANG DIAMONDBACK ENERGY INC Energy 2,499.0 $494K 0.05% -48.0 -1.9% $197.77 -2.5%
103 USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF 13,135.0 $484K 0.05% -3K -19.8% $36.84 +0.7%
104 AMP AMERIPRISE FINL INC Financial Services 1,042.0 $463K 0.05% -22.0 -2.1% $444.31 -1.3%
105 BYD BOYD GAMING CORP Consumer Cyclical 5,353.0 $440K 0.04% -350.0 -6.1% $82.18 +1.1%
106 MGC VANGUARD MEGA CAP INDEX FUND ETF SHARES 1,776.0 $420K 0.04% -59K -97.1% $236.39 +17.4%
107 EEM ISHARES MSCI EMERGING MARKETS ETF 6,952.0 $395K 0.04% -200.0 -2.8% $56.79 +20.8%
108 FLRN STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 12,814.0 $394K 0.04% -881.0 -6.4% $30.78 +0.2%
109 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 13,407.0 $391K 0.04% -592.0 -4.2% $29.13 +20.0%
110 CVS CVS HEALTH CORP Healthcare 5,376.0 $386K 0.04% -190.0 -3.4% $71.82 +28.7%
111 SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF 15,001.0 $375K 0.04% -1K -7.4% $24.98 +0.6%
112 LQDH ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF 3,984.0 $368K 0.04% -47K -92.1% $92.35 +1.3%
113 XLG INVESCO S&P 500 TOP 50 ETF 6,498.0 $354K 0.04% -9K -58.2% $54.55 +17.6%
114 DIS DISNEY WALT CO Communication Services 3,489.0 $336K 0.03% -229.0 -6.2% $96.38 +7.7%
115 TROW PRICE T ROWE GROUP INC Financial Services 3,373.0 $304K 0.03% -18K -83.9% $90.13 +14.7%
116 CFR CULLEN / FROST BANKERS I Financial Services 2,192.0 $300K 0.03% -726.0 -24.9% $137.06 -0.3%
117 EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 3,145.0 $295K 0.03% -31K -90.7% $93.93 +2.4%
118 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 4,228.0 $295K 0.03% -4K -47.9% $69.75 +19.8%
119 HUBB HUBBELL INC Industrials 587.0 $288K 0.03% -131.0 -18.2% $490.74 -2.9%
120 RWR STATE STREET SPDR DOW JONES REIT ETF 2,795.0 $282K 0.03% -26.0 -0.9% $100.97 +10.4%
Page 6 of 7  ·  132 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 22.9%
Financial Services 20.7%
Energy 10.6%
Industrials 10.5%
Healthcare 8.4%
Consumer Defensive 6.8%
Communication Services 6.3%
Consumer Cyclical 5.8%
Real Estate 3.1%
Basic Materials 2.7%