Beacon Financial Strategies CORP
Top Portfolio Positions
135 positions ·
$12,766,079 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
6,660 | $1,387,078 | 10.87% | |
| LLY |
ELI LILLY & Co
Healthcare
|
801 | $736,735 | 5.77% | |
| AAPL |
Apple Inc.
Technology
|
2,516 | $638,535 | 5.00% | |
| GSK |
GSK plc
Healthcare
|
11,358 | $626,848 | 4.91% | |
| IBM |
International Business Machines Corp
Technology
|
2,522 | $611,307 | 4.79% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
3,794 | $456,380 | 3.57% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,441 | $414,373 | 3.25% | |
| TXN |
Texas Instruments Inc
Technology
|
2,125 | $412,547 | 3.23% | |
| JNJ |
Johnson & Johnson
Healthcare
|
1,655 | $404,548 | 3.17% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
1,041 | $342,374 | 2.68% |
Portfolio Trend
20 quarters · across all stocks
Holdings in TRIP
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $735 | 69 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,004 | 69 | Shares | Sole | 2026-01-12 | |
| No 13F history on record for this holder in this stock. | ||||||