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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 22 of 28  ·  558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 HCA HCA HEALTHCARE INC Healthcare 15.0 $6K NEW $389.93 +9.5%
422 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 66.0 $6K NEW $87.23 +7.0%
423 OGN ORGANON & CO Healthcare 425.0 $6K NEW $13.54 +1.7%
424 DUPONT DE NEMOURS INC 42.0 $6K NEW $135.64
425 PPL PPL CORP Utilities 155.0 $6K NEW $36.35 -3.7%
426 EWJ ISHARES INC 60.0 $6K NEW $93.28 +2.3%
427 LGI LAZARD GLOBAL TOTAL RETURN & Financial Services 300.0 $6K NEW $18.48 -0.3%
428 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 206.0 $5K NEW $25.90 +34.0%
429 COIN COINBASE GLOBAL INC Financial Services 35.0 $5K NEW $146.20 +24.3%
430 FYX FIRST TR EXCHANGE-TRADED ALP 35.0 $5K NEW $144.31 -0.8%
431 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 253.0 $5K NEW $19.89 +12.8%
432 VEEV VEEVA SYS INC Healthcare 28.0 $5K NEW $177.50 +38.0%
433 INGR INGREDION INC Consumer Defensive 52.0 $5K NEW $94.71 +10.6%
434 TFI SPDR SERIES TRUST 105.0 $5K NEW $45.80 -2.2%
435 MOAT VANECK ETF TRUST 45.0 $5K NEW $103.98 +9.5%
436 VMBS VANGUARD SCOTTSDALE FDS 99.0 $5K NEW $46.82 -1.1%
437 KNSL KINSALE CAP GROUP INC Financial Services 14.0 $5K NEW $329.86 +17.4%
438 SNDK SANDISK CORP Technology 2.0 $5K NEW $2274.00 -34.1%
439 BROOKFIELD ASSET MANAGMT LTD 100.0 $4K NEW $44.85
440 QGRO AMERICAN CENTY ETF TR 37.0 $4K NEW $119.54 -0.9%
Page 22 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%