Beacon Capital Management, Inc.
Annual return '25
+13.5%
SPY '25
+17.7%
Alpha
-4.2ptsvs SPY
Invested
$1.8B
Holdings
141
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VDE
VANGUARD WORLD FD
Q1 2026: New position (7.6k shares)
7.0%
02
$VPU
VANGUARD WORLD FD
Held since at least Q1 2024
5.8%
03
$VAW
VANGUARD WORLD FD
Held since at least Q1 2024
5.8%
04
$VIS
VANGUARD WORLD FD
Held since at least Q1 2024
5.7%
05
$VHT
VANGUARD WORLD FD
Held since at least Q1 2024
5.4%
06
$VDC
VANGUARD WORLD FD
Held since at least Q1 2024
5.3%
07
$VNQ
VANGUARD INDEX FDS
Q1 2026: New position (9.4k shares)
5.1%
08
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: New position (15.4k shares)
5.0%
09
$VOX
VANGUARD WORLD FD
Held since at least Q1 2024
4.1%
10
$VGT
VANGUARD WORLD FD
Q1 2026: New position (728 shares)
4.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:06 UTC.