Beacon Capital Management, LLC
Annual return '25
+17.4%
SPY '25
+17.7%
Alpha
-0.3ptsvs SPY
Invested
$566.7M
Holdings
166
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
STATE STR SPDR S P 500 ETF T
Q2 2025: Sold 15.8% (265.2k → 223.3k shares)
19.1%
02
$NDQ
INVESCO QQQ TR
Q2 2025: Increased +1.7% (125.9k → 128.0k shares)
10.1%
03
$MGK
VANGUARD WORLD FD
Q2 2025: Sold 1.6% (177.7k → 174.8k shares)
8.8%
04
$BILZ
PIMCO ETF TR
Q2 2025: Sold 19.8% (938.0k → 752.2k shares)
8.7%
05
$VTI
VANGUARD INDEX FDS
Q2 2025: Sold 8.8% (228.4k → 208.2k shares)
8.6%
06
$VUG
VANGUARD INDEX FDS
Q2 2025: Sold 8.6% (100.9k → 92.2k shares)
5.4%
07
$DIA
STATE STR SPDR DOW JONES IND
Q2 2025: Sold 25.9% (72.9k → 54.1k shares)
2.9%
08
$VGT
VANGUARD WORLD FD
Q2 2025: Sold 3.4% (28.5k → 27.5k shares)
2.6%
09
$VOOV
VANGUARD ADMIRAL FDS INC
Q2 2025: Sold 12.2% (116.7k → 102.5k shares)
2.6%
10
$AAPL
APPLE INC
Q2 2025: Sold 0.6% (49.4k → 49.1k shares)
2.5%
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 10:44 UTC.