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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 3 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PFE PFIZER INC Healthcare 7,714.0 $192K 0.11% NEW $24.90 +3.8%
42 HUM HUMANA INC Healthcare 736.0 $189K 0.10% NEW $256.13 +17.8%
43 DFAU DIMENSIONAL ETF TRUST 3,890.0 $182K 0.10% NEW $46.80 +10.4%
44 ABBV ABBVIE INC Healthcare 792.0 $181K 0.10% NEW $228.49 -6.7%
45 HLN HALEON PLC Healthcare 19,888.0 $173K 0.10% NEW $8.70 +6.2%
46 DUK DUKE ENERGY CORP NEW Utilities 1,402.0 $164K 0.09% NEW $117.23 +6.6%
47 BSV VANGUARD BD INDEX FDS 1,888.0 $149K 0.08% NEW $78.81 -1.1%
48 RY ROYAL BK CDA Financial Services 861.0 $147K 0.08% NEW $170.49 +11.4%
49 KR KROGER CO Consumer Defensive 2,234.0 $140K 0.08% NEW $62.48 +3.3%
50 IWM ISHARES TR 548.0 $135K 0.07% NEW $246.26 +18.0%
51 VOO VANGUARD INDEX FDS 198.0 $124K 0.07% NEW $627.96 +9.9%
52 VEU VANGUARD INTL EQUITY INDEX F 1,514.0 $111K 0.06% NEW $73.57 +14.3%
53 TFC TRUIST FINL CORP Financial Services 2,152.0 $106K 0.06% NEW $49.21 -1.1%
54 AFL AFLAC INC Financial Services 955.0 $105K 0.06% NEW $110.27 +5.9%
55 PEP PEPSICO INC Consumer Defensive 708.0 $102K 0.06% NEW $143.52 +1.5%
56 VOT VANGUARD INDEX FDS 338.0 $94K 0.05% NEW $278.75 +5.6%
57 META META PLATFORMS INC Communication Services 139.0 $92K 0.05% NEW $660.09 -7.2%
58 MAR MARRIOTT INTL INC NEW Consumer Cyclical 292.0 $91K 0.05% NEW $310.24 +20.5%
59 RPM RPM INTL INC Basic Materials 832.0 $87K 0.05% NEW $104.00 -1.1%
60 ABT ABBOTT LABS Healthcare 685.0 $86K 0.05% NEW $125.29 -30.8%
Page 3 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%