Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
48
8
5
1
5
1
35
7
6
BEACON FINANCIAL GROUP

Time Period2018-06-30

Total Holdings187

Total Value ($x1000)591,663
Activities
New1

Increased65

Unchanged12

Decreased109

Sold Out22

Top 10 Stock Holdingstotal 29.11%
DGRW6.31

EUDG3.87

FPE3.28

VCSH2.81

HYLS2.49

 
BIL2.49

NEAR2.1

VIG2.06

CSJ1.95

PFE1.75

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
DGRW
6.31%
US DIVD GRT FD
EUDG
3.87%
EURO DIV GRWTH
FPE
3.28%
PFD SECS INC ETF
VCSH
2.81%
SHRT TRM CORP BD
HYLS
2.49%
FIRST TR TA HIYL
BIL
2.49%
SPDR BLOOMBERG
NEAR
2.1%
SHT MAT BD ETF
VIG
2.06%
DIV APP ETF
CSJ
1.95%
1-3 YR CR BD ETF
PFE
1.75%
COM
ENB
1.75%
COM
XOM
1.66%
COM
BRK.B
1.64%
CL B NEW
D
1.59%
COM
AAPL
1.52%
COM
CVS
1.5%
COM
INTC
1.5%
COM
DON
1.45%
MIDCAP DIVI FD
LMBS
1.44%
FST LOW MTG ETF
WFC
1.4%
COM
DOL
1.37%
INTL LRGCAP DV
VYM
1.36%
HIGH DIV YLD
UPS
1.33%
CL B
HBI
1.32%
COM
AMGN
1.3%
COM
LAMR
1.23%
CL A
VTR
1.22%
COM
EMLP
1.16%
NO AMER ENERGY
CSCO
1.15%
COM
VZ
1.12%
COM
PG
1.11%
COM
JNJ
1.08%
COM
FLOT
1.06%
FLTG RATE BD ETF
FTSL
1.05%
SENIOR LN FD
KO
1.05%
COM
DUK
1.03%
COM NEW
SO
0.99%
COM
GIS
0.99%
COM
O
0.99%
COM
MORGANST...
0.95%
COM
MTUM
0.92%
MSCI USAMOMFCT
ETN
0.83%
SHS
GPC
0.83%
COM
WMT
0.83%
COM
BUD
0.76%
SPONSORED ADR
WM
0.75%
COM
SNY
0.7%
SPONSORED ADR
BK
0.67%
COM
CMP
0.66%
COM
DES
0.62%
SMALLCAP DIVID
BMY
0.62%
COM
DTN
0.61%
DIV EX-FINL FD
DLS
0.6%
INTL SMCAP DIV
DWM
0.59%
DEFA FD
PFG
0.59%
COM
V
0.58%
COM CL A
DGS
0.54%
EMG MKTS SMCAP
MSFT
0.52%
COM
RGLD
0.52%
COM
TJX
0.47%
COM
LOW
0.47%
COM
L
0.47%
COM
ORCL
0.47%
COM
IEFA
0.47%
CORE MSCI EAFE
NSRGY
0.46%
COM
UL
0.45%
SPON ADR NEW
IVV
0.45%
CORE S&P500 ETF
MMP
0.42%
COM UNIT RP LP
DIS
0.4%
COM DISNEY
HYG
0.4%
IBOXX HI YD ETF
WRB
0.39%
COM
DEM
0.39%
EMERG MKTS ETF
NVS
0.38%
SPONSORED ADR
SLB
0.36%
COM
IJH
0.34%
CORE S&P MCP ETF
TXN
0.3%
COM
ABC
0.29%
COM
CNDT
0.29%
COM
AXP
0.26%
COM
EXPD
0.26%
COM
GD
0.24%
COM
MA
0.24%
CL A
SJNK
0.24%
SHT TRM HGH YLD
ABT
0.22%
COM
LBTYK
0.21%
SHS CL C
PEP
0.21%
COM
IWV
0.21%
RUSSELL 3000 ETF
T
0.21%
COM
GOOGL
0.21%
CAP STK CL A
IJNK
0.2%
BRCLY HGH YIEL
FB
0.2%
CL A
NWSA
0.2%
CL A
PSX
0.19%
COM
MCK
0.19%
COM
IEMG
0.19%
CORE MSCI EMKT
TSS
0.19%
COM
GOOG
0.19%
CAP STK CL C
DAR
0.19%
COM
COP
0.18%
COM
HD
0.18%
COM
VEA
0.18%
FTSE DEV MKT ETF
VB
0.17%
SMALL CP ETF
IEF
0.17%
7-10 Y TR BD ETF
IWD
0.16%
RUS 1000 VAL ETF
ESRX
0.15%
COM
ADI
0.15%
COM
UTX
0.15%
COM
SE
0.14%
COM
AXTA
0.14%
COM
GSK
0.14%
SPONSORED ADR
PFF
0.14%
U.S. PFD STK ETF
BKNG
0.14%
COM
ABBV
0.14%
COM
TROW
0.13%
COM
AMZN
0.13%
COM
BYD
0.13%
COM
IWF
0.13%
RUS 1000 GRW ETF
HHC
0.13%
COM
WRD
0.13%
COM
OMC
0.13%
COM
VO
0.12%
MID CAP ETF
MO
0.12%
COM
CCJ
0.12%
COM
VUG
0.12%
GROWTH ETF
JPM
0.12%
COM
PHD
0.11%
COM
IBM
0.11%
COM
EPD
0.11%
COM
BEN
0.11%
COM
FDL
0.11%
SHS
CMI
0.11%
COM
BAC
0.1%
COM
DFS
0.09%
COM
CVX
0.09%
COM
BIDU
0.09%
SPON ADR REP A
TCBI
0.09%
COM
MRK
0.09%
COM
ORLY
0.08%
COM
PRU
0.08%
COM
MDT
0.08%
COM
WPP
0.08%
ADR
IQV
0.08%
COM
UST
0.07%
ULTR 7-10 TREA
SPY
0.07%
TR UNIT
CIU
0.07%
INTERM CR BD ETF
BA
0.07%
COM
PSA
0.07%
COM
IVW
0.07%
S&P 500 GRWT ETF
COO
0.06%
COM NEW
SYY
0.06%
COM
KMX
0.06%
COM
EBAY
0.06%
COM
HRL
0.06%
COM
VTI
0.06%
TOTAL STK MKT
PM
0.06%
COM
CMA
0.06%
COM
LRCX
0.06%
COM
CBRL
0.06%
COM
CAT
0.06%
COM
BP
0.06%
SPONSORED ADR
BLK
0.06%
COM
NOMD
0.05%
USD ORD SHS
RJF
0.05%
COM
CFR
0.05%
COM
HCN
0.05%
COM
CMCSA
0.05%
CL A
USB
0.05%
COM NEW
KMI
0.05%
COM
WEC
0.05%
COM
KMB
0.05%
COM
ETFC
0.05%
COM NEW
CERN
0.05%
COM
VLO
0.05%
COM
MU
0.05%
COM
LEA
0.05%
COM NEW
CTSH
0.05%
CL A
CL
0.05%
COM
BTI
0.05%
SPONSORED ADR
TGT
0.05%
COM
DWDP
0.05%
COM
SBUX
0.05%
COM
K
0.04%
COM
BABA
0.04%
SPONSORED ADS
YY
0.04%
ADS REPCOM CLA
AGG
0.04%
CORE TOTUSBD ETF
HON
0.04%
COM
LH
0.04%
COM NEW
EMR
1.32%
COM
MON
0.54%
COM
IEI
0.09%
3-7 YR TR BD ETF
AAP
0.06%
COM
DXC
0.05%
COM
SNE
0.05%
ADR NEW
STT
0.05%
COM
RTN
0.05%
COM NEW
MET
0.04%
COM
C
0.04%
COM NEW
GE
0.04%
COM
NUE
0.04%
COM
OXY
0.04%
COM
ARW
0.04%
COM
AIG
0.04%
COM NEW
TSN
0.04%
CL A
IJR
0.04%
CORE S&P SCP ETF
GM
0.04%
COM
DE
0.04%
COM
BBY
0.04%
COM
CP
0.04%
COM
AAL
0.03%
COM