10,000+ stock pitches from top investors available on joinyellowbrick.com
Beacon Capital Management, Inc. 13F Holdings
Holdings from the most recent 13F from Beacon Capital Management, Inc.
Filed: 2019-01-23 (Q4 2018) | Holdings: 65 | Value: $2.2B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| BSV - VANGUARD BD INDEX FD INC | Add 317% ($813.5M) | 47.62% | $1.1B | +17.70% | +1.47% | +5.25% | |
| BLV - VANGUARD BD INDEX FD INC | Add 828% ($495.6M) | 24.72% | $555.5M | +9.35% | +4.99% | +22.68% | |
| BIV - VANGUARD BD INDEX FD INC | Add 797% ($492.9M) | 24.68% | $554.8M | +19.16% | +3.06% | +11.21% | |
| VPU - VANGUARD WORLD FDS | Reduce 77% $(134.8M) | 1.82% | $41.0M | +103.25% | +7.86% | +29.00% | |
| VGT - VANGUARD WORLD FDS | Reduce 99% $(193.5M) | 0.10% | $2.3M | +368.44% | +22.54% | +50.74% | |
| VHT - VANGUARD WORLD FDS | Reduce 99% $(187.9M) | 0.10% | $2.2M | +80.20% | -1.20% | +17.51% | |
| VCR - VANGUARD WORLD FDS | Reduce 99% $(175.7M) | 0.09% | $2.0M | +163.77% | +13.65% | +21.03% | |
| VFH - VANGUARD WORLD FDS | Reduce 99% $(167.8M) | 0.09% | $1.9M | +133.35% | +7.45% | +20.42% | |
| VIS - VANGUARD WORLD FDS | Reduce 99% $(163.1M) | 0.08% | $1.9M | +156.63% | +14.58% | +24.18% | |
| VDC - VANGUARD WORLD FDS | Reduce 99% $(125.1M) | 0.08% | $1.9M | +88.25% | +8.92% | +22.75% | |
| VAW - VANGUARD WORLD FDS | Reduce 99% $(157.2M) | 0.08% | $1.8M | +98.46% | +10.16% | +14.58% | |
| VNQ - VANGUARD INDEX FDS | Reduce 99% $(149.6M) | 0.08% | $1.8M | +50.77% | +10.06% | +25.22% | |
| VDE - VANGUARD WORLD FDS | Reduce 99% $(134.0M) | 0.07% | $1.6M | +93.57% | +10.19% | -5.53% | |
| VOX - VANGUARD WORLD FDS | Reduce 99% $(106.4M) | 0.07% | $1.6M | +153.29% | +12.40% | +24.87% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 22% $(421.4K) | 0.07% | $1.5M | +185.26% | +11.51% | +27.27% | |
| SPTL - SPDR SERIES TRUST | New Purchase | 0.06% | $1.3M | -5.07% | +2.80% | +19.95% | |
| SPTI - SPDR SERIES TRUST | Add 129% ($723.1K) | 0.06% | $1.3M | +12.68% | +1.70% | +7.18% | |
| PG - PROCTER AND GAMBLE CO | 0.04% | $1.0M | +91.56% | +10.75% | +36.18% | ||
| SPAB - SPDR SERIES TRUST | Reduce 11% $(28.6K) | 0.01% | $242.0K | +14.14% | +2.44% | +9.57% | |
| AAPL - APPLE INC | Add 1% ($1.1K) | 0.01% | $145.0K | +616.74% | +35.00% | +109.65% | |
| BWX - SPDR SERIES TRUST | Reduce 12% $(17.3K) | 0.01% | $123.0K | -9.30% | +0.07% | +4.99% | |
| JNK - SPDR SERIES TRUST | Reduce 9% $(11.6K) | 0.01% | $116.0K | +43.25% | +8.00% | +14.46% | |
| SPIP - SPDR SERIES TRUST | Reduce 10% $(12.2K) | 0.01% | $114.0K | +25.61% | +3.08% | +8.89% | |
| PBIP - PRUDENTIAL BANCORP INC NEW | 0.00% | $91.0K | -5.41% | +2.02% | |||
| DBC - INVESCO DB COMMDY INDX TRCK | Reduce 99% $(9.1M) | 0.00% | $89.0K | +67.61% | +5.52% | -0.31% | |
| HD - HOME DEPOT INC | 0.00% | $88.0K | +157.79% | +17.66% | +34.64% | ||
| IBM - INTERNATIONAL BUSINESS MACHS | 0.00% | $83.0K | +227.43% | +6.75% | +11.06% | ||
| DBV - INVESCO DB G10 CURRENCY HRVS | Reduce 11% $(10.5K) | 0.00% | $82.0K | +1.74% | +1.76% | ||
| PSP - INVESCO EXCHANGE TRADED FD T | Reduce 99% $(8.5M) | 0.00% | $78.0K | +94.66% | +11.61% | +28.03% | |
| XSVM - INVESCO EXCHANGE TRADED FD T | Reduce 13% $(10.7K) | 0.00% | $72.0K | +121.00% | +6.26% | +17.69% | |
| PWV - INVESCO EXCHANGE TRADED FD T | Reduce 11% $(9.0K) | 0.00% | $71.0K | +121.41% | +5.65% | +21.58% | |
| XMMO - INVESCO EXCHANGE TRADED FD T | Reduce 12% $(8.7K) | 0.00% | $65.0K | +194.08% | +19.65% | +28.97% | |
| RWR - SPDR SERIES TRUST | Reduce 14% $(7.8K) | 0.00% | $48.0K | +42.66% | +8.35% | +18.91% | |
| XMVM - INVESCO EXCHANGE TRADED FD T | Reduce 10% $(5.5K) | 0.00% | $48.0K | +129.08% | +9.48% | +20.78% | |
| XSMO - INVESCO EXCHANGE TRADED FD T | Reduce 14% $(6.4K) | 0.00% | $41.0K | +135.27% | +11.84% | +22.56% | |
| PWB - INVESCO EXCHANGE TRADED FD T | Reduce 18% $(9.1K) | 0.00% | $41.0K | +198.67% | +10.04% | +21.92% | |
| NSC - NORFOLK SOUTHERN CORP | 0.00% | $39.0K | +93.10% | +24.60% | +27.12% | ||
| RWX - SPDR INDEX SHS FDS | Reduce 12% $(5.0K) | 0.00% | $36.0K | +3.49% | +3.72% | +14.44% | |
| PEG - PUBLIC SVC ENTERPRISE GROUP | 0.00% | $32.0K | +95.80% | +11.05% | +19.44% | ||
| HON - HONEYWELL INTL INC | 0.00% | $32.0K | +76.33% | +22.23% | +28.28% | ||
| DTE - DTE ENERGY CO | 0.00% | $29.0K | +82.64% | +9.41% | +19.81% | ||
| MKC.V - MCCORMICK & CO INC | 0.00% | $22.0K | +25.30% | +24.83% | +44.95% | ||
| DIS - DISNEY WALT CO | 0.00% | $17.0K | +3.54% | +21.71% | +27.74% | ||
| FSK - FS KKR CAPITAL CORP | New Purchase | 0.00% | $16.0K | +58.61% | +4.72% | +14.98% | |
| XOM - EXXON MOBIL CORP | 0.00% | $14.0K | +122.75% | +16.27% | -2.26% | ||
| RTL - AMERICAN FIN TR INC | Add 50% ($3.0K) | 0.00% | $9.0K | -23.34% | +13.26% | ||
| AFL - AFLAC INC | 0.00% | $7.0K | +164.83% | +3.58% | +12.71% | ||
| JPM - JPMORGAN CHASE & CO | New Purchase | 0.00% | $5.0K | +255.06% | +12.03% | +34.22% | |
| TIER - TIER REIT INC | New Purchase | 0.00% | $4.0K | +31.18% | |||
| SCHG - SCHWAB STRATEGIC TR | New Purchase | 0.00% | $2.0K | +272.89% | +13.54% | +34.35% | |
| XLK - SELECT SECTOR SPDR TR | Reduce 100% | 0.00% | $0.00 | ||||
| SO - SOUTHERN CO | Reduce 100% | 0.00% | $0.00 | ||||
| ORLY - O REILLY AUTOMOTIVE INC NEW | Reduce 100% | 0.00% | $0.00 | ||||
| PFF - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| CCT - CORPORATE CAP TR INC | Reduce 100% | 0.00% | $0.00 | ||||