Top 50 Beacon Capital Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VDE | VANGUARD WORLD FD | 7.02% | 720.5K | $124.7M | -9.67%(-77.17K) | $123.53(+32.44%) | 2026-03-31 | |
| VPU | VANGUARD WORLD FD | 5.84% | 523.0K | $103.6M | -7.26%(-40.94K) | $160.87(+20.30%) | 2026-03-31 | |
| VAW | VANGUARD WORLD FD | 5.76% | 454.2K | $102.3M | -7.98%(-39.36K) | $192.31(+22.60%) | 2026-03-31 | |
| VIS | VANGUARD WORLD FD | 5.72% | 325.2K | $101.5M | -8.19%(-29.02K) | $248.25(+36.57%) | 2026-03-31 | |
| VHT | VANGUARD WORLD FD | 5.4% | 352.4K | $96.0M | -7.12%(-27.00K) | $258.92(+5.98%) | 2026-03-31 | |
| VDC | VANGUARD WORLD FD | 5.32% | 420.7K | $94.5M | -6.86%(-30.98K) | $210.43(+9.88%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 5.11% | 1.02M | $90.7M | +31.13%(+242.70K) | $89.00(+7.74%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5% | 136.6K | $88.8M | +6.48%(+8.31K) | $589.35(+25.95%) | 2026-03-31 | |
| VOX | VANGUARD WORLD FD | 4.13% | 408.1K | $73.4M | -31.92%(-191.37K) | $144.86(+36.14%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 3.96% | 100.8K | $70.3M | -30.82%(-44.91K) | $69.69(+62.79%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.02% | +22.57% |
| Top 20 Holdings Unweighted | +9.12% | +29.93% |
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