Beacon Financial Strategies CORP

Position in FTRE — Fortrea Holdings Inc.

CIK 2084239 RALEIGH, NC

Position in FTRE

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$2,262

+$1,038 QoQ

Shares Held

130

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#265

of 331 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Beacon Financial Strategies CORP holds $341,881 across 4 Biotechnology names. FTRE ranks #2 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BEAM	Beam Therapeutics Inc.	9,837	$337,605
2	FTRE	Fortrea Holdings Inc. This page	130	$2,262
3	DTIL	Precision Biosciences Inc	172	$1,351
4	HUMA	Humacyte, Inc.	850	$663

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,262	130	0.0%	Shares	Sole	2026-07-08
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.