BEACON FINANCIAL GROUP
Top Portfolio Positions
175 positions ·
$312,151,949 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
89,355 | $15,583,512 | 4.99% |
| XOM |
Exxon Mobil Corp
Energy
|
73,227 | $12,423,692 | 3.98% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
38,248 | $11,251,031 | 3.60% |
| AAPL |
Apple Inc.
Technology
|
43,319 | $10,993,929 | 3.52% |
| MSFT |
Microsoft Corp
Technology
|
20,150 | $7,458,925 | 2.39% |
| ETN |
Eaton Corp plc
Industrials
|
19,944 | $7,133,370 | 2.29% |
| V |
Visa Inc.
Financial Services
|
22,501 | $6,800,702 | 2.18% |
| AVGO |
Broadcom Inc.
Technology
|
21,190 | $6,558,516 | 2.10% |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
78,733 | $6,267,934 | 2.01% |
| KMI |
Kinder Morgan, Inc.
Energy
|
183,101 | $6,139,376 | 1.97% |
Portfolio Trend
Holdings in PSLV
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $884,015 | 36,245 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $839,456 | 35,495 | Shares | Sole | 2026-04-01 | |
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