Beacon Financial Strategies CORP

Position in FTRE — Fortrea Holdings Inc.

CIK 2084239 RALEIGH, NC

Position in FTRE

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$1,224

-$1,018 QoQ

Shares Held

130

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Healthcare · as of Mar 31, 2026

Beacon Financial Strategies CORP holds $2,685 across 3 Biotechnology names. FTRE ranks #1 (45.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FTRE	Fortrea Holdings Inc. This page	130	$1,224
2	DTIL	Precision Biosciences Inc	172	$946
3	HUMA	Humacyte, Inc.	850	$515

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,224	130	0.0%	Shares	Sole	2026-04-08
2025-12-31	$2,242	130	—	Shares	Sole	2026-01-12
No filing history on record for this holder in this stock.