Stock Taper 
BEACON CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 GE Vernova Inc. | GEV | 180 | $212.01K |
 Parker-Hannifin Corporation | PH | 210 | $205.05K |
 Deere & Company | DE | 326 | $206.67K |
 Applied Materials, Inc. | AMAT | 331 | $239.52K |
 Lockheed Martin Corporation | LMT | 442 | $225.12K |
 CrowdStrike Holdings, Inc. | CRWD | 480 | $366.13K |
 Linde plc | LIN | 519 | $269.34K |
 Caterpillar Inc. | CAT | 631 | $672.38K |
 GE Aerospace | GE | 654 | $244.35K |
 Trane Technologies plc | TT | 670 | $328.97K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 733 | $349.84K |
 Applied Industrial Technologies, Inc. | AIT | 911 | $308.06K |
 Welltower Inc. | WELL | 958 | $217.34K |
 Lam Research Corporation | LRCX | 982 | $425.52K |
 McDonald's Corporation | MCD | 1.04K | $282.11K |
 Amgen Inc. | AMGN | 1.13K | $410.55K |
 Royal Caribbean Cruises Ltd. | RCL | 1.23K | $391.09K |
 Cummins Inc. | CMI | 1.24K | $885.98K |
 Visa Inc. | V | 1.26K | $431.49K |
 Micron Technology, Inc. | MU | 1.4K | $1.62M |