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Beacon

BCUSBancreek U.S. Large Cap ETF

Grow my money2y track recordRanked #1,730 of 2,992 in this goal

Seeks long-term capital appreciation.

By Bancreek Capital Advisors, LLC · Launched 2023

Annual Cost

0.70%

#3,675 of 5,854 · average

Fund Size

$160M

#2,542 of 5,854 · mid-size

Return (1Y)Goal

+11.0%

Track Record

2 years

#3,274 of 5,854 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,214+12.1%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Active selection

What it actually holds

By weight

Concentration

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
99.8%
Cash
0.3%

By sector

Industrials
26.1%
Technology
17.2%
Communication
12.9%
Consumer Cyclical
12.4%
Utilities
7.5%
Energy
7.3%
Financial Services
6.2%
Healthcare
3.9%
Other
6.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
16.5%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 2026-08-04