DOSSIER · 13F-HR · Q1 2026
Beacon Capital Management, Inc.
Beacon's family office based in Greenwich, CT — $1.8B in tracked AUM across 141 positions as of Q1 2026.
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Beacon·Greenwich, CT·Family Office
CIK 0001575301 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Beacon Capital Management, Inc. 13F Filing
Portfolio Overview
Beacon Capital Management, Inc. manages a portfolio valued at approximately $1.60 billion as of September 30, 2025, spread across 140 holdings. The firm reported a significant decrease in total portfolio value of 17.6% compared to the previous quarter ($1.94B), a reduction driven by active portfolio rebalancing and the elimination of several large fixed-income positions rather than market depreciation a...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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