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Portfolio (Quarterly) Guide ↗

BEACON INVESTMENT ADVISORY SERVICES, INC.

· CIK 0001654599
13F Portfolio $2.7B AUM 812 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 558 New 74 Added 140 Reduced 8 Exited
Page 19 of 28  ·  558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 FMAT FIDELITY COVINGTON TRUST 196.0 $11K NEW $58.51 +5.1%
362 NUV NUVEEN MUN VALUE FD INC Financial Services 1,224.0 $11K NEW $9.22 -3.3%
363 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 290.0 $11K NEW $38.50 +2.8%
364 WRB BERKLEY W R CORP Financial Services 157.0 $11K NEW $70.53 -2.6%
365 IWB ISHARES TR 27.0 $11K NEW $409.52 +2.5%
366 TROW PRICE T ROWE GROUP INC Financial Services 97.0 $11K NEW $113.69 -1.0%
367 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 33.0 $11K NEW $330.48 +0.6%
368 SPDW SPDR INDEX SHS FDS 216.0 $11K NEW $50.33 +3.5%
369 XLRE SELECT SECTOR SPDR TR 246.0 $11K NEW $44.03 +2.4%
370 FTDR FRONTDOOR INC Consumer Cyclical 137.0 $11K NEW $77.59 +7.8%
371 MELI MERCADOLIBRE INC Consumer Cyclical 6.0 $10K NEW $1697.50 +14.9%
372 DIVB ISHARES TR 165.0 $10K NEW $61.60 +12.0%
373 PWR QUANTA SVCS INC Industrials 14.0 $10K NEW $720.07 -14.4%
374 TECH BIO-TECHNE CORP Healthcare 140.0 $10K NEW $70.65 +2.4%
375 ITM VANECK ETF TRUST 207.0 $10K NEW $46.99 -2.2%
376 PD PAGERDUTY INC Technology 1,000.0 $10K NEW $9.65 +26.3%
377 IWX ISHARES TR 90.0 $9K NEW $105.17 +7.4%
378 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 540.0 $9K NEW $17.41 +16.4%
379 PTEN PATTERSON-UTI ENERGY INC Energy 1,000.0 $9K NEW $9.18 +28.0%
380 AEE AMEREN CORP Utilities 81.0 $9K NEW $113.05 -4.7%
Page 19 of 28  ·  558 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.8%
Financial Services 17.9%
Healthcare 16.8%
Industrials 9.9%
Consumer Cyclical 7.6%
Communication Services 3.7%
Basic Materials 3.0%
Utilities 2.9%
Energy 2.2%
Real Estate 1.2%