Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Beacon Bank & Trust (CIK 1831984) reported $487.7M across 155 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($42.5M, 8.71%), VGSH ($36.3M, 7.45%), IEFA ($33.1M, 6.80%), VGIT ($25.8M, 5.30%), JPST ($19.6M, 4.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $42.5M | 8.71% | 65,314 | Trimmed |
| 2 | VGSH | VANGUARD SCOTTSDALE FDS | $36.3M | 7.45% | 620,644 | Added |
| 3 | IEFA | ISHARES TR | $33.1M | 6.80% | 366,168 | Trimmed |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | $25.8M | 5.30% | 433,764 | Added |
| 5 | JPST | J P MORGAN EXCHANGE TRADED F | $19.6M | 4.02% | 387,779 | Trimmed |
| 6 | AAPL | APPLE INC | $17.9M | 3.68% | 70,658 | Trimmed |
| 7 | GOOGL | ALPHABET INC | $15.3M | 3.14% | 53,192 | Trimmed |
| 8 | USMV | ISHARES TR | $14.0M | 2.88% | 151,232 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $14.0M | 2.87% | 80,235 | Trimmed |
| 10 | MSFT | MICROSOFT CORP | $13.6M | 2.78% | 36,605 | Trimmed |
| 11 | VYM | VANGUARD WHITEHALL FDS | $11.4M | 2.35% | 77,292 | New |
| 12 | VTES | VANGUARD WELLINGTON FD | $9.5M | 1.95% | 94,228 | Added |
| 13 | JPM | JPMORGAN CHASE & CO | $9.5M | 1.94% | 32,201 | Trimmed |
| 14 | WMT | WALMART INC | $8.2M | 1.69% | 66,253 | Trimmed |
| 15 | XOM | EXXON MOBIL CORP | $7.1M | 1.45% | 41,645 | Trimmed |
| 16 | JNJ | JOHNSON & JOHNSON | $6.7M | 1.38% | 27,564 | Trimmed |
| 17 | TJX | TJX COS INC NEW | $6.4M | 1.32% | 40,204 | Trimmed |
| 18 | AMZN | AMAZON COM INC | $6.3M | 1.29% | 30,258 | Trimmed |
| 19 | V | VISA INC | $6.0M | 1.22% | 19,692 | Trimmed |
| 20 | CSCO | CISCO SYS INC | $5.9M | 1.20% | 75,532 | Trimmed |
| 21 | CSMD | PROFESIONALLY MANAGED PORTFO | $5.6M | 1.15% | 181,903 | Added |
| 22 | IEMG | ISHARES INC | $5.6M | 1.14% | 79,807 | Added |
| 23 | IVV | ISHARES TR | $5.2M | 1.06% | 7,932 | Added |
| 24 | HD | HOME DEPOT INC | $5.0M | 1.03% | 15,297 | Added |
| 25 | NEE | NEXTERA ENERGY INC | $4.6M | 0.93% | 49,024 | Added |
Source: SEC Form 13F filings · as of 2026-03-31