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Beacon Capital Management, LLC

Q1 2026 · 13F-HR

Beacon Capital Management, LLCholdings as filed

Filed 2026-05-11 · accession 0001921487-26-000002

$566.7M
Reported value
166
Positions
2026-03-31
Period end
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The Brief · Beacon Capital Management, LLC · Q1 2026

AI · grounded in 13F

Beacon Capital Management, LLC established a new position in CORO with a $2.94M investment. The fund also opened new stakes in DYNF for $2.72M and QUAL for $2.1M. Simultaneously, the manager trimmed several holdings, including reducing shares of BILZ by 18.37% and VTI by 15.1%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSTATE STR SPDR S P 500 ETF T$108.5M19.1%166,854CommonNONE
46090E103QQQINVESCO QQQ TR$57.1M10.1%98,877CommonNONE
921910816MGKVANGUARD WORLD FD$49.7M8.78%135,363CommonNONE
72201R577BILZPIMCO ETF TR$49.1M8.67%486,666CommonNONE
922908769VTIVANGUARD INDEX FDS$48.6M8.57%151,381CommonNONE
922908736VUGVANGUARD INDEX FDS$30.4M5.36%69,538CommonNONE
78467X109DIASTATE STR SPDR DOW JONES IND$16.3M2.87%35,102CommonNONE
92204A702VGTVANGUARD WORLD FD$14.7M2.60%21,117CommonNONE
921932703VOOVVANGUARD ADMIRAL FDS INC$14.5M2.56%71,119CommonNONE
037833100AAPLAPPLE INC$14.2M2.50%55,842CommonNONE
67066G104NVDANVIDIA CORPORATION$13.6M2.40%77,895CommonNONE
922908637VVVANGUARD INDEX FDS$7.4M1.31%24,866CommonNONE
023135106AMZNAMAZON COM INC$7.1M1.26%34,299CommonNONE
464287309IVWISHARES TR$4.6M0.82%41,094CommonNONE
922908363VOOVANGUARD INDEX FDS$4.2M0.74%7,034CommonNONE
594918104MSFTMICROSOFT CORP$3.9M0.69%10,491CommonNONE
88160R101TSLATESLA INC$3.6M0.63%9,593CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$3.6M0.63%136,308CommonNONE
02079K305GOOGLALPHABET INC$3.4M0.60%11,805CommonNONE
742718109PGPROCTER GAMBLE CO$3.1M0.55%21,670CommonNONE
464287408IVEISHARES TR$3.1M0.55%14,701CommonNONE
09290C764COROBLACKROCK ETF TRUST$2.9M0.52%91,519CommonNONE
464287200IVVISHARES TR$2.7M0.48%4,204CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$2.7M0.48%46,781CommonNONE
82889N699CTASIMPLIFY EXCHANGE TRADED FUN$2.4M0.42%79,524CommonNONE
46436E718SGOVISHARES TR$2.4M0.42%23,739CommonNONE
82889N640BUCKSIMPLIFY EXCHANGE TRADED FUN$2.4M0.42%100,518CommonNONE
46432F339QUALISHARES TR$2.1M0.37%10,968CommonNONE
02079K107GOOGALPHABET INC$2.1M0.37%7,301CommonNONE
931142103WMTWALMART INC$2.1M0.37%16,701CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$2.0M0.36%82,197CommonNONE
72348N109PNFPPINNACLE FINL PARTNERS INC$1.9M0.34%22,366CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$1.8M0.32%1,816CommonNONE
166764100CVXCHEVRON CORPORATION$1.7M0.30%8,281CommonNONE
40412C101HCAHCA HEALTHCARE INC$1.7M0.30%3,619CommonNONE
532457108LLYELI LILLY CO$1.7M0.30%1,858CommonNONE
82889N368FOXYSIMPLIFY EXCHANGE TRADED FUN$1.6M0.29%56,005CommonNONE
82889N335SBARSIMPLIFY EXCHANGE TRADED FUN$1.6M0.28%64,905CommonNONE
46432F396MTUMISHARES TR$1.5M0.27%6,351CommonNONE
82889N723AGGHSIMPLIFY EXCHANGE TRADED FUN$1.5M0.27%74,857CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE IN$1.5M0.27%9,158CommonNONE
30303M102METAMETA PLATFORMS INC$1.5M0.26%2,582CommonNONE
78463V107GLDSPDR GOLD TR$1.4M0.26%3,365CommonNONE
78464A409SPYGSPDR SERIES TRUST$1.4M0.26%14,771CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.4M0.25%2,979CommonNONE
46434G103IEMGISHARES INC$1.4M0.25%20,289CommonNONE
478160104JNJJOHNSON JOHNSON$1.4M0.25%5,787CommonNONE
11135F101AVGOBROADCOM INC$1.4M0.24%4,398CommonNONE
30231G102XOMEXXON MOBIL CORP$1.2M0.21%7,147CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.1M0.20%5,296CommonNONE
46428Q109SLVISHARES SILVER TR$1.1M0.20%16,583CommonNONE
09290C806THROBLACKROCK ETF TRUST$1.1M0.20%30,698CommonNONE
09290C780BAIBLACKROCK ETF TRUST$1.1M0.20%33,558CommonNONE
78464A854SPYMSPDR SERIES TRUST$1.1M0.19%14,235CommonNONE
82889N863SVOLSIMPLIFY EXCHANGE TRADED FUN$1.1M0.19%70,742CommonNONE
46432F842IEFAISHARES TR$1.1M0.19%11,853CommonNONE
464287614IWFISHARES TR$1.0M0.18%2,401CommonNONE
003260106PPLTABRDN PLATINUM ETF TRUST$1.0M0.18%5,666CommonNONE
37960A529SHLDGLOBAL X FDS$918,5070.16%12,966CommonNONE
56585A102MPCMARATHON PETE CORP$871,7110.15%3,570CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$833,4410.15%33,205CommonNONE
46625H100JPMJPMORGAN CHASE CO$802,3780.14%2,728CommonNONE
78464A508SPYVSPDR SERIES TRUST$751,9670.13%13,290CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$749,5840.13%3,685CommonNONE
64110L106NFLXNETFLIX INC$742,7590.13%7,725CommonNONE
72201R585PYLDPIMCO ETF TR$742,4810.13%28,339CommonNONE
594972408MSTRSTRATEGY INC$709,1400.13%5,682CommonNONE
09290C855BLCRBLACKROCK ETF TRUST$682,2370.12%16,616CommonNONE
83192D402SMASMARTSTOP SELF STORAG REIT I$674,2080.12%22,266CommonNONE
46140H700DBBINVESCO DB MULTI SECTOR COMM$674,0440.12%28,683CommonNONE
922908629VOVANGUARD INDEX FDS$656,9460.12%2,288CommonNONE
231021106CMICUMMINS INC$630,5050.11%1,172CommonNONE
780259305SHELSHELL PLC$619,8550.11%6,665CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$616,8380.11%20,106CommonNONE
921909768VXUSVANGUARD STAR FDS$616,5670.11%7,996CommonNONE
68389X105ORCLORACLE CORP$605,7050.11%4,117CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$595,6200.11%2,457CommonNONE
437076102HDHOME DEPOT INC$590,3610.10%1,795CommonNONE
808524607SCHASCHWAB STRATEGIC TR$581,6570.10%20,002CommonNONE
922908744VTVVANGUARD INDEX FDS$573,9330.10%2,925CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$561,5540.10%4,225CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$560,8010.10%4,283CommonNONE
464287226AGGISHARES TR$553,1360.10%5,572CommonNONE
718172109PMPHILIP MORRIS INTL INC$550,4160.10%3,329CommonNONE
82889N459GAEMSIMPLIFY EXCHANGE TRADED FUN$545,3880.10%21,066CommonNONE
00206R102TAT T INC$539,3100.10%18,603CommonNONE
00287Y109ABBVABBVIE INC$534,8730.09%2,459CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$526,5340.09%2,655CommonNONE
72201R775BONDPIMCO ETF TR$518,1780.09%5,615CommonNONE
001055102AFLAFLAC INC$516,4890.09%4,708CommonNONE
58933Y105MRKMERCK CO INC$509,7080.09%4,237CommonNONE
398182303AHRAMERICAN HEALTHCARE REIT INC$501,0260.09%10,624CommonNONE
464287655IWMISHARES TR$500,5690.09%2,018CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$473,6300.08%3,238CommonNONE
595112103MUMICRON TECHNOLOGY INC$473,1860.08%1,401CommonNONE
149123101CATCATERPILLAR INC$470,8100.08%665CommonNONE
92204A405VFHVANGUARD WORLD FD$463,6890.08%3,838CommonNONE
548661107LOWLOWES COS INC$463,2260.08%1,960CommonNONE
02209S103MOALTRIA GROUP INC$451,4060.08%6,841CommonNONE
929160109VMCVULCAN MATLS CO$443,1240.08%1,627CommonNONE
464287598IWDISHARES TR$441,9390.08%2,068CommonNONE
20825C104COPCONOCOPHILLIPS$438,2510.08%3,320CommonNONE
92826C839VVISA INC$427,7610.08%1,415CommonNONE
464285204IAUISHARES GOLD TR$407,6520.07%4,624CommonNONE
031162100AMGNAMGEN INC$405,1000.07%1,151CommonNONE
53656F854OVMLISTED FDS TR$402,5840.07%18,779CommonNONE
45409F827MMITNEW YORK LIFE INVTS ACTIVE E$398,1660.07%16,518CommonNONE
922908751VBVANGUARD INDEX FDS$395,2190.07%1,509CommonNONE
78473E103SPXCSPX TECHNOLOGIES INC$391,8820.07%1,960CommonNONE
75513E101RTXRTX CORPORATION$390,8990.07%2,026CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$389,7210.07%6,602CommonNONE
464287697IDUISHARES TR$384,4130.07%3,311CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$383,9730.07%1,395CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$381,7400.07%14,888CommonNONE
72201R874SMMUPIMCO ETF TR$375,0500.07%7,434CommonNONE
060505104BACBANK AMERICA CORP$367,6580.06%7,542CommonNONE
69344A768PUSHPGIM ETF TR$360,6710.06%7,165CommonNONE
097023105BABOEING CO$353,8750.06%1,778CommonNONE
78464A805SPTMSPDR SERIES TRUST$348,0340.06%4,402CommonNONE
71844V201PECOPHILLIPS EDISON CO INC$347,1780.06%9,278CommonNONE
17275R102CSCOCISCO SYS INC$342,5610.06%4,415CommonNONE
39818P799PKSTPEAKSTONE REALTY TRUST$328,6980.06%15,735CommonNONE
320209109FFBC1ST FINL BANCORP$317,6650.06%11,394CommonNONE
464287499IWRISHARES TR$315,8990.06%3,249CommonNONE
92189H805REMXVANECK ETF TRUST$315,0420.06%3,580CommonNONE
316092378FLRGFIDELITY COVINGTON TRUST$312,7990.06%8,502CommonNONE
92204A108VCRVANGUARD WORLD FD$309,0610.05%861CommonNONE
25461A833NVDUDIREXION SHARES ETF TRUST$306,1470.05%3,176CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$305,4670.05%4,986CommonNONE
717081103PFEPFIZER INC$298,4220.05%10,628CommonNONE
316188309FBNDFIDELITY MERRIMACK STR TR$297,8330.05%6,529CommonNONE
580135101MCDMCDONALDS CORP$293,9000.05%946CommonNONE
00217D100ASTSAST SPACEMOBILE INC$290,0450.05%3,500CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$278,5580.05%668CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$272,3620.05%5,517CommonNONE
464287150ITOTISHARES TR$266,9630.05%1,874CommonNONE
003263100GLTRABRDN PRECIOUS METALS BASKET$266,8380.05%1,220CommonNONE
46429B697USMVISHARES TR$266,3970.05%2,873CommonNONE
025072562AVIGAMERICAN CENTY ETF TR$260,8950.05%6,281CommonNONE
404251100HNIHNI CORP$259,8560.05%7,782CommonNONE
191216100KOCOCA COLA CO$259,1950.05%3,408CommonNONE
539830109LMTLOCKHEED MARTIN CORP$255,7330.05%423CommonNONE
92204A207VDCVANGUARD WORLD FD$255,3490.05%1,137CommonNONE
G54950103LINLINDE PLC$253,2220.04%511CommonNONE
674599105OXYOCCIDENTAL PETE CORP$242,2900.04%3,728CommonNONE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$241,3090.04%910CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$238,4050.04%1,610CommonNONE
892356106TSCOTRACTOR SUPPLY CO$236,1710.04%5,213CommonNONE
37954Y673PAVEGLOBAL X FDS$232,6620.04%4,579CommonNONE
464287804IJRISHARES TR$231,0720.04%1,859CommonNONE
713448108PEPPEPSICO INC$230,1810.04%1,482CommonNONE
824348106SHWSHERWIN WILLIAMS CO$226,7520.04%707CommonNONE
020002101ALLALLSTATE CORP$225,9470.04%1,090CommonNONE
74347X831TQQQPROSHARES TR$223,5860.04%5,364CommonNONE
92204A504VHTVANGUARD WORLD FD$221,8330.04%815CommonNONE
921937819BIVVANGUARD BD INDEX FDS$211,7420.04%2,743CommonNONE
512807306LRCXLAM RESEARCH CORP$209,5810.04%981CommonNONE
002824100ABTABBOTT LABORATORIES$206,6160.04%2,012CommonNONE
G8473T100STESTERIS PLC$205,9750.04%931CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$205,5400.04%504CommonNONE
146280508SILASILA REALTY TRUST INC$205,5170.04%8,679CommonNONE
33734X184FXUFIRST TR EXCHANGE TRADED FD$201,2600.04%4,058CommonNONE
345370860FFORD MTR CO$163,4660.03%14,165CommonNONE
530158104USALIBERTY ALL STAR EQUITY FD$100,8970.02%18,180CommonNONE
59503A204MBOTMICROBOT MED INC$77,1200.01%32,000CommonNONE
09203E105BDTXBLACK DIAMOND THERAPEUTICS I$33,2600.01%15,615CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.