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: 2021-01-27 (Q4 2020) | Holdings: 79 | Value: $2.3B | 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 |
| VCR - VANGUARD WORLD FDS | Reduce 2% $(4.7M) | 8.27% | $190.0M | +42.62% | +9.48% | +4.06% | |
| VGT - VANGUARD WORLD FDS | Reduce 2% $(3.9M) | 7.98% | $183.3M | +122.43% | +6.83% | +14.76% | |
| VOX - VANGUARD WORLD FDS | Reduce 1% $(1.6M) | 7.86% | $180.5M | +60.78% | +12.43% | +2.54% | |
| VIS - VANGUARD WORLD FDS | 7.62% | $175.0M | +90.68% | +17.50% | +13.03% | ||
| VAW - VANGUARD WORLD FDS | Reduce 1% $(1.6M) | 7.57% | $173.9M | +41.99% | +18.05% | +18.02% | |
| VFH - VANGUARD WORLD FDS | Add 41% ($50.1M) | 7.46% | $171.2M | +95.85% | +23.13% | +32.93% | |
| VHT - VANGUARD WORLD FDS | 7.02% | $161.3M | +27.20% | +5.22% | +7.08% | ||
| VDE - VANGUARD WORLD FDS | Add 46% ($50.3M) | 6.92% | $158.9M | +164.65% | +25.36% | +69.34% | |
| VDC - VANGUARD WORLD FDS | Add 2% ($2.3M) | 6.51% | $149.5M | +42.19% | +6.18% | +17.13% | |
| VNQ - VANGUARD INDEX FDS | Add 39% ($40.5M) | 6.30% | $144.8M | +28.97% | +15.10% | +26.28% | |
| VPU - VANGUARD WORLD FDS | Add 41% ($39.6M) | 5.95% | $136.7M | +69.30% | +6.60% | +12.76% | |
| BIV - VANGUARD BD INDEX FDS | Reduce 26% $(42.6M) | 5.15% | $118.3M | -0.32% | -2.70% | -4.00% | |
| BSV - VANGUARD BD INDEX FDS | Reduce 8% $(10.6M) | 5.12% | $117.6M | +7.39% | -0.33% | -2.01% | |
| BLV - VANGUARD BD INDEX FDS | Reduce 25% $(38.6M) | 4.91% | $112.8M | -18.25% | -6.33% | -4.68% | |
| VTIP - VANGUARD MALVERN FDS | Reduce 48% $(43.9M) | 2.07% | $47.5M | +18.30% | +1.35% | +4.05% | |
| EDV - VANGUARD WORLD FD | Reduce 43% $(34.5M) | 1.96% | $45.0M | -43.74% | -12.06% | -6.65% | |
| PSP - INVESCO EXCHANGE TRADED FD T | Reduce 1% $(116.8K) | 0.59% | $13.7M | +36.39% | +16.71% | +11.41% | |
| DBC - INVESCO DB COMMDY INDX TRCK | Add 2% ($211.7K) | 0.55% | $12.6M | +64.97% | +16.49% | +45.06% | |
| PG - PROCTER AND GAMBLE CO | Reduce 16% $(245.2K) | 0.06% | $1.3M | +34.36% | +3.44% | +28.62% | |
| VRSK - VERISK ANALYTICS INC | 0.03% | $690.0K | +31.90% | +2.20% | +5.96% | ||
| AAPL - APPLE INC | Add 5% ($23.3K) | 0.02% | $487.0K | +93.32% | -4.11% | +22.84% | |
| SPY - SPDR S&P 500 ETF TR | 0.01% | $233.0K | +92.20% | +11.27% | +18.99% | ||
| SPAB - SPDR SER TR | Add 5% ($7.4K) | 0.01% | $151.0K | -1.26% | -2.12% | -3.10% | |
| HD - HOME DEPOT INC | 0.01% | $135.0K | +57.13% | +16.49% | +35.50% | ||
| JNK - SPDR SER TR | 0.00% | $101.0K | +19.18% | +1.46% | +1.29% | ||
| IBM - INTERNATIONAL BUSINESS MACHS | 0.00% | $91.0K | +220.64% | +18.01% | +20.44% | ||
| BWX - SPDR SER TR | 0.00% | $82.0K | -20.44% | -2.80% | -10.35% | ||
| SPIP - SPDR SER TR | 0.00% | $79.0K | +4.57% | -0.64% | +2.88% | ||
| PBIP - PRUDENTIAL BANCORP INC NEW | 0.00% | $72.0K | +17.28% | +20.03% | |||
| DBV - INVESCO DB G10 CURRENCY HARV | Reduce 5% $(3.4K) | 0.00% | $60.0K | +5.05% | +2.91% | ||
| XSVM - INVESCO EXCHANGE TRADED FD T | Reduce 1% $(697.82) | 0.00% | $56.0K | +40.09% | +13.32% | +18.83% | |
| HON - HONEYWELL INTL INC | 0.00% | $51.0K | +18.59% | +11.58% | +2.40% | ||
| PWV - INVESCO EXCHANGE TRADED FD T | 0.00% | $50.0K | +88.11% | +14.45% | +27.42% | ||
| XMMO - INVESCO EXCHANGE TRADED FD T | Reduce 18% $(10.6K) | 0.00% | $48.0K | +73.97% | +7.44% | -1.27% | |
| XMVM - INVESCO EXCHANGE TRADED FD T | 0.00% | $37.0K | +67.96% | +21.45% | +19.47% | ||
| PEG - PUBLIC SVC ENTERPRISE GRP IN | 0.00% | $35.0K | +72.67% | +11.53% | +20.92% | ||
| XSMO - INVESCO EXCHANGE TRADED FD T | 0.00% | $35.0K | +49.92% | +2.16% | -3.74% | ||
| RWR - SPDR SER TR | Add 14% ($4.1K) | 0.00% | $33.0K | +37.76% | +16.32% | +33.27% | |
| PWB - INVESCO EXCHANGE TRADED FD T | Reduce 1% $(272.34) | 0.00% | $32.0K | +91.88% | +6.17% | +4.44% | |
| DTE - DTE ENERGY CO | 0.00% | $32.0K | +61.17% | +14.01% | +20.65% | ||
| MKC.V - MCCORMICK & CO INC | Add 100% ($15.0K) | 0.00% | $30.0K | -19.14% | -1.74% | +9.25% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL | 0.00% | $29.0K | +114.18% | +18.80% | +36.19% | ||
| RWX - SPDR INDEX SHS FDS | 0.00% | $28.0K | +2.12% | +8.71% | +4.48% | ||
| DIS - DISNEY WALT CO | 0.00% | $27.0K | -31.67% | +10.36% | -16.57% | ||
| HYG - ISHARES TR | 0.00% | $22.0K | +19.91% | +1.32% | +1.14% | ||
| FSKR - FS KKR CAP CORP II | 0.00% | $21.0K | +25.65% | ||||
| NSC - NORFOLK SOUTHN CORP | 0.00% | $21.0K | +29.55% | +19.30% | +15.54% | ||
| XOM - EXXON MOBIL CORP | 0.00% | $8.0K | +204.65% | +28.64% | +73.94% | ||
| SLV - ISHARES SILVER TR | New Purchase | 0.00% | $7.0K | +79.33% | -0.53% | -15.57% | |
| AFL - AFLAC INC | New Purchase | 0.00% | $7.0K | +162.55% | +18.15% | +40.05% | |
| TLT - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| SPTL - SPDR SER TR | Reduce 100% | 0.00% | $0.00 | ||||