Beacon Capital Management, LLC Purchases in Q1 2025

Beacon Capital Management, LLC

  • $609 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CTAS
Cintas Corp

Industrials
12
New
$182.09 - $208.14 $2.19K - $2.5K
12 $2K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
796
New
$2.86 - $9.78 $2.28K - $7.78K
796 $2K
CTRA
Coterra Energy Inc.

Energy
3
+ 0.57%
$25.51 - $29.83 $76.5 - $89.5
530 $15K
SPOT
Spotify Technology S.A.

Communication Services
4
New
$457.79 - $648.32 $1.83K - $2.59K
4 $2K
VRT
Vertiv Holdings CO

Industrials
26
+ 13.2%
N/A
223 $19K
BIIB
Biogen Inc.

Healthcare
20
New
$133.43 - $153.27 $2.67K - $3.07K
20 $2K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
43
+ 15.58%
$41.61 - $44.72 $1.79K - $1.92K
319 $13K
DOCU
Docusign, Inc.

Technology
15
+ 150.0%
$74.7 - $97.7 $1.12K - $1.47K
25 $2K
SPTL
Spdr Portfolio Long Term Treas

ETFs
96
New
$25.54 - $27.64 $2.45K - $2.65K
96 $2K
IP
International Paper CO

Consumer Cyclical
38
New
$49.38 - $60.09 $1.88K - $2.28K
38 $2K
PFG
Principal Financial Group Inc

Financial Services
3
+ 1.15%
$76.34 - $89.04 $229 - $267
264 $22K
IYE
Ishares Tr

ETFs
3
+ 0.56%
$45.23 - $49.95 $136 - $150
540 $26K
MCO
Moodys Corp

Financial Services
6
New
$437.8 - $527.48 $2.63K - $3.16K
6 $2K
KMI
Kinder Morgan, Inc.

Energy
7
+ 0.55%
$26.1 - $31.22 $183 - $219
1.28K $36K
IWL
Ishares Tr Russell 200 ETF

ETFs
17
New
$135.83 - $151.73 $2.31K - $2.58K
17 $2K
IRT
Independence Realty Trust, Inc.

Real Estate
3
+ 0.29%
$18.23 - $21.8 $54.7 - $65.4
1.04K $22K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
78
+ 1.17%
$10.81 - $11.29 $843 - $881
6.72K $73K
MP
Mp Materials Corp.

Basic Materials
100
New
$16.39 - $26.93 $1.64K - $2.69K
100 $2K
DOCS
Doximity, Inc.

Healthcare
36
+ 48.0%
$49.71 - $83.14 $1.79K - $2.99K
111 $6K
INTU
Intuit Inc

Technology
5
+ 8.62%
$555.63 - $630.23 $2.78K - $3.15K
63 $38K
TAP
Molson Coors Beverage CO

Consumer Defensive
4
+ 0.69%
$52.44 - $62.91 $210 - $252
583 $35K
PATH
Ui Path, Inc.

Technology
232
New
$9.97 - $15.19 $2.31K - $3.52K
232 $2K
GTLS
Chart Industries Inc

Industrials
16
New
$141.99 - $218.35 $2.27K - $3.49K
16 $2K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
49
+ 0.93%
$36.63 - $37.45 $1.79K - $1.84K
5.32K $195K
IAUM
I Shares Gold Trust Micro

ETFs
92
New
$26.29 - $31.17 $2.42K - $2.87K
92 $2K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
7
New
$272.79 - $355.88 $1.91K - $2.49K
7 $2K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
29
+ 2.53%
$20.96 - $23.51 $608 - $682
1.18K $26K
STZ
Constellation Brands, Inc.

Consumer Defensive
15
New
$161.05 - $222.93 $2.42K - $3.34K
15 $2K
GWW
W.W. Grainger, Inc.

Industrials
3
+ 20.0%
$953.54 - $1132.42 $2.86K - $3.4K
18 $17K
BTI
British American Tobacco P.L.C.

Consumer Defensive
2
+ 2.0%
$35.35 - $42.74 $70.7 - $85.5
102 $4K
CMS
Cms Energy Corp

Utilities
1
+ 0.6%
$64.99 - $75.11 $65 - $75.1
169 $12K
NDSN
Nordson Corp

Industrials
6
New
$200.12 - $224.07 $1.2K - $1.34K
6 $1K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
93
New
$11.66 - $14.98 $1.08K - $1.39K
93 $1K
PNW
Pinnacle West Capital Corp

Utilities
1
+ 2.27%
$81.76 - $95.25 $81.8 - $95.3
45 $4K
OHI
Omega Healthcare Investors Inc

Real Estate
24
+ 1.81%
$35.7 - $38.33 $857 - $920
1.35K $51K
NSC
Norfolk Southern Corp

Industrials
1
+ 0.37%
$227.69 - $259.76 $228 - $260
273 $64K
MS
Morgan Stanley

Financial Services
17
+ 10.24%
$111.68 - $141.08 $1.9K - $2.4K
183 $21K
BAX
Baxter International Inc

Healthcare
32
+ 46.38%
$29.26 - $36.57 $936 - $1.17K
101 $3K
PEG
Public Service Enterprise Group Inc

Utilities
20
New
$78.2 - $90.39 $1.56K - $1.81K
20 $1K
SLB
Schlumberger Limited

Energy
2
+ 0.69%
$38.4 - $43.74 $76.8 - $87.5
292 $12K
WY
Weyerhaeuser CO

Real Estate
20
+ 40.0%
$27.29 - $31.39 $546 - $628
70 $2K
UL
Unilever PLC

Consumer Defensive
2
+ 0.72%
$54.72 - $60.29 $109 - $121
278 $16K
X
United States Steel Corp

Basic Materials
1
+ 0.53%
$30.47 - $43.0 $30.5 - $43
189 $7K
GFF
Griffon Corp

Industrials
6
+ 0.26%
$68.06 - $80.91 $408 - $485
2.28K $162K
UBCP
United Bancorp Inc

Financial Services
14
+ 2.72%
$12.41 - $14.03 $174 - $196
528 $7K
HL
Hecla Mining CO

Basic Materials
1
+ 0.11%
$5.07 - $6.37 $5.07 - $6.37
931 $5K
SU
Suncor Energy Inc

Energy
3
+ 1.06%
$34.27 - $40.63 $103 - $122
287 $11K
SPH
Suburban Propane Partners LP

Utilities
1
+ 1.75%
$17.64 - $22.2 $17.6 - $22.2
58 $1K
SCHV
Schwab Strategic Tr Us Large C

ETFs
9
+ 0.5%
$25.77 - $27.6 $232 - $248
1.8K $47K
Activity Summary
Buys All Purchases 554 New Holdings 132 Increased Positions 422 Sells All Sells 167 Reductions 167 Sold out 0 Options Calls 0 Puts 0
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