Beacon Capital Management, Inc.

All 13F Filings

Location
Dayton, OH
Most recent 13F
Q2 2026
Holdings value ($000)
1,652,900
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/13/2026 133 1,652,900 13F-HR Beacon Capital Management, Inc.
Q1 2026 5/8/2026 141 1,777,962 13F-HR/A - RESTATEMENT Beacon Capital Management, Inc.
Q1 2026 4/30/2026 57 1,775,801 13F-HR Beacon Capital Management, Inc.
Q4 2025 2/12/2026 139 1,869,145 13F-HR Beacon Capital Management, Inc.
Q3 2025 10/16/2025 181 2,094,302 13F-HR Beacon Capital Management, Inc.
Q2 2025 9/4/2025 125 1,940,653 13F-HR Beacon Capital Management, Inc.
Q2 2014 7/14/2014 225 552,985 13F-HR Beacon Capital Management, Inc.
Q1 2014 5/14/2014 296 419,045 13F-HR Beacon Capital Management, Inc.
Q4 2013 2/5/2014 217 334,579 13F-HR Beacon Capital Management, Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 94.48 K 5.7% 0 5.449 K -5.449 K
ETFs 1.496 M 90.5% 0 107.2 K -107.2 K
Debt 62.65 K 3.8% 0 12.38 K -12.38 K
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Fund Snapshot

Q2 2026
Latest filed
8/13/2026
Total value ($000)
1,652,900
Holdings
133
QoQ value change ($000)
-125,062 (-7.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.