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Portfolio (Quarterly) Guide ↗

Beacon Financial Strategies CORP

· CIK 0002084239
13F Portfolio $179M AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 183 New
Page 10 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BA BOEING CO Industrials 3.0 $652.0 NEW $217.33 +0.6%
182 ANGI ANGI INC Communication Services 36.0 $466.0 NEW $12.94 -58.0%
183 BND VANGUARD BD INDEX FDS $1.0 NEW
Page 10 of 10  ·  183 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
Healthcare 24.5%
Technology 22.6%
Consumer Cyclical 18.3%
Consumer Defensive 8.9%
Financial Services 7.5%
Communication Services 6.8%
Industrials 5.4%
Utilities 2.7%
Energy 1.5%
Real Estate 1.0%