Beacon Bank & Trust
    Stock Holdings

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    13F Holdings

    $481.83 million

    $ Current Holdings

    119

    # Current Holdings

    1

    # Positions Opened

    22

    # Positions Increased

    4

    # Positions Closed

    Holdings $ value (long only)

    # of positions

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    Holding by sector

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    Jun 2026
    Mar 2026
    Dec 2025
    Sep 2025
    Jun 2025
    Mar 2025
    Dec 2024
    Sep 2024
    VEVFXVanguard Explorer Value Fund$63,153,9291,077,7991,077,7991,058,804972,5435,5965,5965,7707,0408,264
    SPYState Street SPDR S&P 500 ETF Trust$46,868,77862,76262,76265,31468,97970,77673,55478,39387,71991,135
    JPSTJPMorgan Ultra-Short Income ETF$24,188,664487,878487,878482,753492,195598,172566,156548,824540,834527,703