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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 8 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HAS HASBRO INC Consumer Cyclical 128.0 $10K 0.01% NEW $82.00 +7.3%
142 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 150.0 $10K 0.01% NEW $67.39 +12.6%
143 INTC INTEL CORP Technology 256.0 $9K 0.01% NEW $36.90 +234.7%
144 VXF VANGUARD INDEX FDS 44.0 $9K 0.01% NEW $209.14 +12.1%
145 F FORD MTR CO Consumer Cyclical 601.0 $8K 0.00% NEW $13.12 +16.8%
146 D DOMINION ENERGY INC Utilities 130.0 $8K 0.00% NEW $58.59 +14.8%
147 VNQ VANGUARD INDEX FDS 85.0 $8K 0.00% NEW $88.49 +9.8%
148 MO ALTRIA GROUP INC Consumer Defensive 128.0 $7K 0.00% NEW $57.66 +25.5%
149 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 233.0 $7K 0.00% NEW $31.22 +7.6%
150 FIS FIDELITY NATL INFORMATION SV Technology 98.0 $7K 0.00% NEW $66.47 -36.5%
151 SCHF SCHWAB STRATEGIC TR 258.0 $6K 0.00% NEW $24.04 +15.5%
152 VOOG VANGUARD ADMIRAL FDS INC 14.0 $6K 0.00% NEW $438.71 -81.0%
153 C CITIGROUP INC Financial Services 50.0 $6K 0.00% NEW $116.70 +8.7%
154 LYV LIVE NATION ENTERTAINMENT IN Communication Services 39.0 $6K 0.00% NEW $142.51 +16.8%
155 MSI MOTOROLA SOLUTIONS INC Technology 14.0 $5K 0.00% NEW $383.36 +7.1%
156 TM TOYOTA MOTOR CORP Consumer Cyclical 25.0 $5K 0.00% NEW $214.08 -11.2%
157 MTCH MATCH GROUP INC NEW Communication Services 148.0 $5K 0.00% NEW $32.29 +11.3%
158 TMUS T-MOBILE US INC Communication Services 23.0 $5K 0.00% NEW $203.04 -5.9%
159 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 200.0 $4K 0.00% NEW $22.32 -23.4%
160 SHOP SHOPIFY INC Technology 27.0 $4K 0.00% NEW $161.00 -34.8%
Page 8 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%