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Benjamin Christy

Beacon Capital Management, Llc

Assets Managed
$566.708M
Holdings
166
Last Quarter
2026 - Q1
Filed Date
6d ago
Growth Rate
-12.15%(2Q avg: -10.22%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Beacon Capital Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 166 positions.

Assets under management

The assets under management (AUM) of Beacon Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 566.708M in assets, with a quarterly growth rate of -12.15% and a 2-quarter average growth rate of -10.22%. The portfolio is managed by Benjamin Christy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -12.8%
19.15%
$108.512M
166,854 shares@ $650.35 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -12.33%
10.08%
$57.07M
98,877 shares@ $577.18 avg price
MGK
Vanguard Mega Cap Growth Etf
Recent Activity
Decreased -13.35%
8.78%
$49.738M
135,363 shares@ $367.44 avg price
BILZ
Pimco Ultra Shrt Govt Active
Recent Activity
Decreased -18.36%
8.68%
$49.139M
486,666 shares@ $100.98 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -15.09%
8.57%
$48.565M
151,381 shares@ $320.81 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -13.51%
5.36%
$30.373M
69,538 shares@ $436.79 avg price
DIA
Spdr Djia Trust
Recent Activity
Decreased -17.09%
2.87%
$16.259M
35,102 shares@ $463.2 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Decreased -13.6%
2.6%
$14.734M
21,117 shares@ $697.72 avg price
VOOV
Vanguard S&p 500 Value Etf
Recent Activity
Decreased -11.03%
2.56%
$14.493M
71,119 shares@ $203.79 avg price
AAPL
Apple Inc
Recent Activity
Increased 5.82%
2.51%
$14.172M
55,842 shares@ $253.79 avg price

1-10 of 166