BEACON FINANCIAL GROUP
Top Portfolio Positions
176 positions ·
$335,150,194 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
47,993 | $22,998,245 | 6.86% | |
| NVDA |
Nvidia Corp
Technology
|
89,355 | $15,583,512 | 4.65% | |
| XOM |
Exxon Mobil Corp
Energy
|
73,227 | $12,423,692 | 3.71% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
38,248 | $11,251,031 | 3.36% | |
| AAPL |
Apple Inc.
Technology
|
43,319 | $10,993,929 | 3.28% | |
| MSFT |
Microsoft Corp
Technology
|
20,150 | $7,458,925 | 2.23% | |
| ETN |
Eaton Corp plc
Industrials
|
19,944 | $7,133,370 | 2.13% | |
| V |
Visa Inc.
Financial Services
|
22,501 | $6,800,702 | 2.03% | |
| AVGO |
Broadcom Inc.
Technology
|
21,190 | $6,558,516 | 1.96% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
78,733 | $6,267,934 | 1.87% |
Portfolio Trend
25 quarters · across all stocks
Holdings in WPP
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $176,819 | 11,371 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $209,349 | 9,321 | Shares | Sole | 2026-04-01 | |
| 2025-09-30 | $231,562 | 9,244 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $281,620 | 8,044 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $311,765 | 8,213 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $414,232 | 8,059 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $404,829 | 7,913 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $346,646 | 7,572 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $378,015 | 7,975 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $367,478 | 7,725 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $307,067 | 6,888 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $364,339 | 6,969 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $415,509 | 6,981 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $377,303 | 7,675 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $324,494 | 7,878 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $373,253 | 7,378 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $489,640 | 7,480 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $563,149 | 7,454 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $498,643 | 7,438 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $583,468 | 8,607 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $549,987 | 8,607 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $465,466 | 8,607 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $337,738 | 8,607 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $355,496 | 9,085 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $247,263 | 7,322 | Shares | Sole | 2020-06-29 | |
| No 13F history on record for this holder in this stock. | ||||||