Beacon Bank & Trust 13F Holdings
CIK 0001831984 · BOSTON, MA
As of Sep 30, 2025, Beacon Bank & Trust reported 262 positions worth $462.4M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 70,776 | $47.1M | 10.20% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 360,499 | $31.5M | 6.81% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 598,172 | $30.3M | 6.56% |
| ISHARES 3-7 YEAR TREASURY BOND ETF | IEI | — | 199,534 | $23.8M | 5.16% |
| MICROSOFT CORP | MSFT | Technology | 40,248 | $20.8M | 4.51% |
| APPLE INC | AAPL | Technology | 77,562 |