Beacon Capital Management, Inc.

All 13F Filings

Location
Dayton, OH
Most recent 13F
Q4 2025
Holdings value ($000)
1,869,145
Description
Website
Founded
Chairman
CEO
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
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 645.5 K 34.5% 0 68.33 K -68.33 K
ETFs 1.131 M 60.5% 0 88.56 K -88.56 K
Debt 92.92 K 5.0% 0 68.26 K -68.26 K
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Fund Snapshot

Q4 2025
Latest filed
2/12/2026
Total value ($000)
1,869,145
Holdings
139
QoQ value change ($000)
-225,157 (-10.8%)
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.