Long-term investor
Beacon Bank & Trust @beaconbanktrust
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001831984).
Record
- Tracked since 2025-06-30 (454 days), 62 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +20.0%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78462F103 · 9.0% · long · since 2025-06-30
- 92206C102 · 7.1% · long · since 2025-12-31
- 46432F842 · 6.7% · long · since 2025-06-30
- 92206C706 · 5.0% · long · since 2025-12-31
- AAPL · 3.8% · long · since 2025-06-30
- 46641Q837 · 3.7% · long · since 2025-06-30
- 921946406 · 3.7% · long · since 2026-03-31
- GOOGL · 3.4% · long · since 2025-06-30
- NVDA · 3.0% · long · since 2025-06-30
- 46429B697 · 2.9% · long · since 2025-06-30
- MSFT · 2.5% · long · since 2025-06-30
- JPM · 2.0% · long · since 2025-06-30