SEC 13F Intelligence

Managers / Q3 2024 · view latest →

Beacon Capital Management, LLC

CIK 0001921487 · 751 COOL SPRINGS BLVD, STE 106, FRANKLIN, TN, 37067 · 615.224.9794

Reported Value
$704M
Q3 2024
Positions
1,194
Filings on Record
17
2019–present window
Filed
Nov 7, 2024
original filing

Summary

Beacon Capital Management, Llc reported $704M in U.S.-listed holdings across 1,194 positions for Q3 2024.

The portfolio is heavily concentrated: SPY alone accounts for 21.3% of reported value.

Compared with Q2 2024, the fund opened 182 new positions and exited 41.

Reported Value by Quarter

13F Reported Value
Q1 ’22: $420MQ1 ’22Q2 ’22: $404MQ3 ’22: $300MQ4 ’22: $294.5BQ4 ’22Q1 ’23: $342MQ2 ’23: $377MQ3 ’23: $377MQ3 ’23Q4 ’23: $356MQ1 ’24: $488MQ2 ’24: $543MQ2 ’24Q3 ’24: $704MQ4 ’24: $769MQ1 ’25: $740MQ1 ’25Q2 ’25: $741MQ3 ’25: $704MQ4 ’25: $645MQ4 ’25Q1 ’26: $567Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2024

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$567M166May 11, 202613F-HRchanges · EDGAR ↗
Q4 2025$645M158Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$704M140Nov 7, 202513F-HRchanges · EDGAR ↗
Q2 2025$741M1,073Jul 17, 202513F-HRchanges · EDGAR ↗
Q1 2025$740M1,134Apr 21, 202513F-HRchanges · EDGAR ↗
Q4 2024$769M1,072Jan 30, 202513F-HRchanges · EDGAR ↗
Q3 2024$704M1,194Nov 7, 202413F-HRchanges · EDGAR ↗
Q2 2024$543M1,053Jul 24, 202413F-HRchanges · EDGAR ↗
Q1 2024$488M2,609May 16, 202413F-HRchanges · EDGAR ↗
Q4 2023$356M2,354Jan 9, 202413F-HRchanges · EDGAR ↗
Q3 2023$377M2,480Oct 20, 202313F-HRchanges · EDGAR ↗
Q2 2023$377M2,480Jul 12, 202313F-HRchanges · EDGAR ↗
Q1 2023$342M2,288Apr 20, 202313F-HRchanges · EDGAR ↗
Q4 2022$294.5B2,396Jan 27, 202313F-HRchanges · EDGAR ↗
Q3 2022$300M2,327Oct 5, 202213F-HRchanges · EDGAR ↗
Q2 2022$404M2,301Jul 18, 202213F-HRchanges · EDGAR ↗
Q1 2022$420M2,286May 16, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.