Evid Invest
Holders — by stockHoldings — by fund

Beacon Bank & Trust

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1831984

$524.5M

disclosed book value

160

positions

8.9%

largest position share

Positions, as of 2026-06-30

top 100 of 160 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1SPYSTATE STR SPDR S&P 500 ETF T62,762$46.9M8.9%
2VGSHVANGUARD SCOTTSDALE FDS633,681$36.9M7%
3IEFAISHARES TR360,832$34.8M6.6%
4VGITVANGUARD SCOTTSDALE FDS440,147$26.0M4.9%
5AAPLAPPLE INC68,470$19.8M3.8%
6JPSTJ P MORGAN EXCHANGE TRADED F380,948$19.3M3.7%
7VYMVANGUARD WHITEHALL FDS120,424$19.0M3.6%
8GOOGLALPHABET INC49,729$17.8M3.4%
9NVDANVIDIA CORPORATION76,705$15.3M2.9%
10USMVISHARES TR153,496$14.8M2.8%
11MSFTMICROSOFT CORP34,694$12.9M2.5%
12JPMJPMORGAN CHASE & CO31,087$10.2M1.9%
13VTESVANGUARD WELLINGTON FD96,154$9.7M1.9%
14CSCOCISCO SYS INC69,121$8.1M1.5%
15CSMDPROFESIONALLY MANAGED PORTFO213,409$7.8M1.5%
16WMTWALMART INC63,343$7.2M1.4%
17IEMGISHARES INC85,208$7.1M1.3%
18AMZNAMAZON COM INC28,661$6.8M1.3%
19JNJJOHNSON & JOHNSON25,389$6.4M1.2%
20CATCATERPILLAR INC6,009$6.4M1.2%
21VVISA INC18,541$6.4M1.2%
22TJXTJX COS INC NEW37,206$5.6M1.1%
23EXMOCEXXON MOBIL CORP39,327$5.4M1%
24IJHISHARES TR67,857$5.2M1%
25HDHOME DEPOT INC14,454$5.1M1%
26RAAXVANECK ETF TRUST127,182$5.0M1%
27JPIEJ P MORGAN EXCHANGE TRADED F106,930$4.9M0.9%
28IWPISHARES TR32,928$4.8M0.9%
29IVVISHARES TR6,012$4.5M0.9%
30VEUVANGUARD INTL EQUITY INDEX F50,702$4.2M0.8%
31CHUBB LIMITED12,358$4.2M0.8%
32NEENEXTERA ENERGY INC47,203$4.1M0.8%
33PGPROCTER & GAMBLE CO28,188$4.1M0.8%
34DHRDANAHER CORP DEL20,252$3.9M0.7%
35BLKBLACKROCK INC3,804$3.7M0.7%
36UNPUNION PAC CORP12,989$3.5M0.7%
37BACBANK OF AMER CORP60,870$3.5M0.7%
38LLYELI LILLY & CO2,885$3.5M0.7%
39SEAGATE TECHNOLOGY HLDNGS PL3,188$3.1M0.6%
40MRKMERCK & CO INC22,741$2.9M0.6%
41METMETLIFE INC33,306$2.8M0.5%
42OCOWENS CORNING NEW17,216$2.7M0.5%
43TXNTEXAS INSTRS INC8,709$2.6M0.5%
44ULUNILEVER PLC42,436$2.6M0.5%
45GEVGE VERNOVA INC2,102$2.5M0.5%
46CVXCHEVRON CORPORATION14,309$2.4M0.5%
47XLKSELECT SECTOR SPDR TR12,410$2.4M0.5%
48SYKSTRYKER CORPORATION7,298$2.3M0.4%
49AXPAMERICAN EXPRESS CO6,761$2.3M0.4%
50VZVERIZON COMMUNICATIONS INC53,522$2.3M0.4%
51IWSISHARES TR12,960$2.1M0.4%
52GOOGALPHABET INC6,000$2.1M0.4%
53AVGOBROADCOM INC5,481$2.1M0.4%
54DISDISNEY WALT CO21,387$2.1M0.4%
55DEDEERE & CO3,055$1.9M0.4%
56IEIISHARES TR15,427$1.8M0.3%
57GEGE AEROSPACE4,510$1.7M0.3%
58TMUST-MOBILE US INC9,925$1.7M0.3%
59QQQINVESCO QQQ TR2,242$1.7M0.3%
60NXP SEMICONDUCTORS N V5,761$1.6M0.3%
61KLACKLA CORP5,260$1.6M0.3%
62PEPPEPSICO INC11,067$1.5M0.3%
63GLWCORNING INC5,863$1.5M0.3%
64ITWILLINOIS TOOL WKS INC5,402$1.5M0.3%
65HDVISHARES TR52,660$1.4M0.3%
66DDOMINION ENERGY INC20,860$1.4M0.3%
67AMATAPPLIED MATLS INC1,850$1.3M0.3%
68ABTABBOTT LABORATORIES14,707$1.3M0.3%
69XLRESELECT SECTOR SPDR TR29,043$1.3M0.2%
70GDGENERAL DYNAMICS CORP3,311$1.2M0.2%
71DIASTATE STR SPDR DOW JONES IND2,236$1.2M0.2%
72MSMORGAN STANLEY5,587$1.2M0.2%
73FDXFEDEX CORP3,550$1.1M0.2%
74METAMETA PLATFORMS INC1,865$1.1M0.2%
75VIGVANGUARD SPECIALIZED FUNDS4,423$1.0M0.2%
76ABBVABBVIE INC4,149$1.0M0.2%
77MCDMCDONALDS CORP3,776$1.0M0.2%
78IBMINTERNATIONAL BUSINESS MACHS3,476$977,4850.2%
79MUMICRON TECHNOLOGY INC832$960,3680.2%
80MAMASTERCARD INCORPORATED1,841$945,5370.2%
81BILSPDR SERIES TRUST10,307$944,5330.2%
82COSTCOSTCO WHOLESALE CORPORATION963$900,8570.2%
83PANWPALO ALTO NETWORKS INC2,640$900,2920.2%
84LINDE PLC1,650$856,2510.2%
85SDGISHARES TR9,419$842,3460.2%
86EFAISHARES TR7,442$773,0740.1%
87HONHONEYWELL INTL INC3,419$765,6250.1%
88HONAHONEYWELL AEROSPACE INC3,419$755,9820.1%
89VOOVANGUARD INDEX FDS1,079$741,0670.1%
90VEAVANGUARD TAX-MANAGED FDS10,393$740,5010.1%
91VOVANGUARD INDEX FDS8,560$689,6790.1%
92ADPAUTOMATIC DATA PROCESSING IN3,054$683,9430.1%
93SPYGSPDR SERIES TRUST5,694$677,5290.1%
94IJRISHARES TR4,555$675,5510.1%
95RTXRTX CORPORATION3,517$667,2790.1%
96LMTLOCKHEED MARTIN CORP1,290$657,2030.1%
97SPYDSPDR SERIES TRUST13,737$655,3920.1%
98LOWLOWES COS INC2,962$653,0900.1%
99ORCLORACLE CORP4,407$645,8450.1%
100QCOMQUALCOMM INC3,394$627,1770.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.