BCUSBancreek U.S. Large Cap ETF
Seeks long-term capital appreciation.
By Bancreek Capital Advisors, LLC · Launched 2023
Annual Cost
0.70%
#3,803 of 6,040 · average
Fund Size
$153M
#2,695 of 6,040 · mid-size
Return (1Y)
+3.9%
Track Record
2 years
#3,289 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,406+4.1%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 40.1% of fundmoderately concentrated
InterDigital, Inc.
4.5%
Amphenol Corporation
4.3%
Cardinal Health, Inc.
4.2%
Casey'S General Stores Inc.
4.0%
Trane Technologies PLC
4.0%
Parker-Hannifin Corp.
4.0%
Transdigm Group Inc.
3.9%
Boston Scientific Corporation
3.9%
CRH PLC
3.7%
JPMorgan Chase & Co.
3.6%
Asset allocation
Stocks
99.6%
Cash
0.4%
By sector
Technology
25.5%
Industrials
21.2%
Communication
14.7%
Financial Services
9.5%
Consumer Cyclical
9.4%
Energy
7.1%
Healthcare
6.7%
Utilities
5.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
17.3%Moderate
Year-on-year price swings
Max drawdown
-18.1%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Actively manages a portfolio of equity securities consisting primarily of common and preferred stock of U.S.-listed large capitalization companies, defined as those with market capitalizations exceeding $5 billion. Investments are selected based on a proprietary research system that evaluates companies' potential to compound capital over time.
- Inception date
- December 20, 2023
- Fund family
- Bancreek Capital Advisors, LLC
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Data updated on 2026-09-18