Beacon Bank & Trust Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$492.8M

Holdings

161

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (161 positions)

StockValue
SPYSPDR S&P 500 ETF TR
$47.0M
VGSHVANGUARD SCOTTSDALE FDS
$35.7M
AQLTISHARES TR
$33.2M
VGITVANGUARD SCOTTSDALE FDS
$21.5M
JPSTJ P MORGAN EXCHANGE TRADED F
$21.2M
AAPLAPPLE INC
$20.4M
MSFTMICROSOFT CORP
$18.4M
GOOGLALPHABET INC
$17.3M
NVDANVIDIA CORPORATION
$15.9M
USMVISHARES TR
$13.8M
JPMJPMORGAN CHASE & CO.
$10.8M
VTESVANGUARD WELLINGTON FD
$9.2M
WMTWALMART INC
$7.7M
AMZNAMAZON COM INC
$7.3M
VVISA INC
$7.1M
TJXTJX COS INC NEW
$6.4M
CSCOCISCO SYS INC
$6.2M
JNJJOHNSON & JOHNSON
$6.1M
XOMEXXON MOBIL CORP
$5.7M
IVVISHARES TR
$5.2M
VIGVANGUARD SPECIALIZED FUNDS
$5.1M
DHRDANAHER CORPORATION
$5.0M
HDHOME DEPOT INC
$4.9M
IEIISHARES TR
$4.8M
IWPISHARES TR
$4.7M
IEMGISHARES INC
$4.7M
BLKBLACKROCK INC
$4.5M
PGPROCTER AND GAMBLE CO
$4.4M
CBCHUBB LIMITED
$4.3M
CATCATERPILLAR INC
$3.8M
VEUVANGUARD INTL EQUITY INDEX F
$3.8M
BACBANK AMERICA CORP
$3.7M
NEENEXTERA ENERGY INC
$3.6M
ULUNILEVER PLC
$3.5M
JPIEJ P MORGAN EXCHANGE TRADED F
$3.4M
UNPUNION PAC CORP
$3.3M
LLYELI LILLY & CO
$3.3M
CSMDPROFESIONALLY MANAGED PORTFO
$3.3M
MRKMERCK & CO INC
$3.2M
METMETLIFE INC
$3.0M
SYKSTRYKER CORPORATION
$2.8M
BACVERIZON COMMUNICATIONS INC
$2.6M
DISDISNEY WALT CO
$2.4M
AXPAMERICAN EXPRESS CO
$2.4M
TMUST-MOBILE US INC
$2.4M
AVGOBROADCOM INC
$2.4M
OCOWENS CORNING NEW
$2.3M
CVXCHEVRON CORP NEW
$2.2M
IJHISHARES TR
$2.1M
GOOGALPHABET INC
$2.0M
IWSISHARES TR
$2.0M
ABTABBOTT LABS
$1.9M
ACNACCENTURE PLC IRELAND
$1.9M
TXNTEXAS INSTRS INC
$1.8M
XLKSELECT SECTOR SPDR TR
$1.8M
NXPINXP SEMICONDUCTORS N V
$1.6M
DEDEERE & CO
$1.6M
METAMETA PLATFORMS INC
$1.5M
DDOMINION ENERGY INC
$1.5M
XLRESELECT SECTOR SPDR TR
$1.5M
HONHONEYWELL INTL INC
$1.5M
PEPPEPSICO INC
$1.5M
GEGE AEROSPACE
$1.5M
NDQINVESCO QQQ TR
$1.4M
GEVGE VERNOVA INC
$1.4M
CRMSALESFORCE INC
$1.4M
STXSEAGATE TECHNOLOGY HLDNGS PL
$1.3M
HDVISHARES TR
$1.3M
FDXFEDEX CORP
$1.3M
BILSPDR SERIES TRUST
$1.3M
ITWILLINOIS TOOL WKS INC
$1.2M
MAMASTERCARD INCORPORATED
$1.1M
GDGENERAL DYNAMICS CORP
$1.1M
DWDMORGAN STANLEY
$1.1M
DONSPDR DOW JONES INDL AVERAGE
$1.1M
EFAISHARES TR
$913K
ABBVABBVIE INC
$905K
IDXXIDEXX LABS INC
$849K
ORCLORACLE CORP
$834K
MCDMCDONALDS CORP
$812K
COSTCOSTCO WHSL CORP NEW
$799K
SDGISHARES TR
$773K
SPYGSPDR SERIES TRUST
$755K
VOVANGUARD INDEX FDS
$740K
LOWLOWES COS INC
$733K
KLACKLA CORP
$718K
GLWCORNING INC
$699K
IBMINTERNATIONAL BUSINESS MACHS
$692K
IDV*ISHARES TR
$689K
ADPAUTOMATIC DATA PROCESSING IN
$666K
LMTLOCKHEED MARTIN CORP
$636K
TSLATESLA INC
$633K
SPYDSPDR SERIES TRUST
$623K
QCOMQUALCOMM INC
$620K
IJRISHARES TR
$546K
SDYSPDR SERIES TRUST
$532K
PANWPALO ALTO NETWORKS INC
$530K
VEAVANGUARD TAX-MANAGED FDS
$530K
NULGNUSHARES ETF TR
$519K
BRK/BBERKSHIRE HATHAWAY INC DEL
$512K
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