$1.49 Billion is the total value of Beacon Capital Management, Inc.'s 191 reported holdings in Q1 2016. The portfolio turnover from Q4 2015 to Q1 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WY | New | WEYERHAEUSER CO | $10,000 | – | 320 | +100.0% | 0.00% | – |
| VER | New | VEREIT INC | $8,000 | – | 870 | +100.0% | 0.00% | – |
| STON | New | STONEMOR PARTNERS L P | $9,000 | – | 380 | +100.0% | 0.00% | – |
| STWD | New | STARWOOD PPTY TR INC | $8,000 | – | 420 | +100.0% | 0.00% | – |
| CLF | New | CLIFFS NAT RES INC | $1,000 | – | 452 | +100.0% | 0.00% | – |
| TRXC | New | TRANSENTERIX INC | $4,000 | – | 1,000 | +100.0% | 0.00% | – |
| UDFI | New | UNITED DEV FDG IV | $1,000 | – | 310 | +100.0% | 0.00% | – |
| ZLTQ | New | ZELTIQ AESTHETICS INC | $4,000 | – | 150 | +100.0% | 0.00% | – |
| CB | New | CHUBB LIMITED | $7,000 | – | 60 | +100.0% | 0.00% | – |
| DRYS | New | DRYSHIPS INC | $0 | – | 6 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-04-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 40 | Q3 2023 | 97.0% |
| VANGUARD BD INDEX FDS | 40 | Q3 2023 | 33.7% |
| VANGUARD BD INDEX FDS | 40 | Q3 2023 | 32.9% |
| VANGUARD WORLD FDS | 40 | Q3 2023 | 9.7% |
| VANGUARD WORLD FDS | 40 | Q3 2023 | 8.7% |
| VANGUARD WORLD FDS | 40 | Q3 2023 | 8.3% |
| VANGUARD WORLD FDS | 40 | Q3 2023 | 8.7% |
| VANGUARD WORLD FDS | 40 | Q3 2023 | 8.3% |
| VANGUARD WORLD FDS | 40 | Q3 2023 | 8.1% |
| VANGUARD WORLD FDS | 40 | Q3 2023 | 8.7% |
View Beacon Capital Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-01-12 |
| 13F-HR | 2022-10-11 |
| 13F-HR | 2022-07-20 |
| 13F-HR | 2022-04-07 |
| 13F-HR | 2022-01-04 |
View Beacon Capital Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.