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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 23 of 28  ·  558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 HWM HOWMET AEROSPACE INC Industrials 16.0 $4K NEW $268.88 +0.2%
442 FNDA SCHWAB STRATEGIC TR 112.0 $4K NEW $38.06 -1.1%
443 PDI PIMCO DYNAMIC INCOME FD Financial Services 253.0 $4K NEW $16.71 -7.8%
444 CERIBELL INC 215.0 $4K NEW $19.45
445 CBRE CBRE GROUP INC Real Estate 31.0 $4K NEW $134.71 +11.6%
446 HYD VANECK ETF TRUST 81.0 $4K NEW $51.52 -2.5%
447 APPF APPFOLIO INC Technology 26.0 $4K NEW $160.38 +39.2%
448 ODFL OLD DOMINION FREIGHT LINE IN Industrials 19.0 $4K NEW $216.63 -7.9%
449 NTRA NATERA INC Healthcare 15.0 $4K NEW $271.47 +24.7%
450 SBRA SABRA HEALTH CARE REIT INC Real Estate 205.0 $4K NEW $19.51 +7.7%
451 TDG TRANSDIGM GROUP INC Industrials 3.0 $4K NEW $1332.33 -9.4%
452 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 39.0 $4K NEW $96.13 -50.3%
453 BUNGE GLOBAL SA 35.0 $4K NEW $106.74
454 BNDX VANGUARD CHARLOTTE FDS 77.0 $4K NEW $48.44 -1.4%
455 BIZD VANECK ETF TRUST 289.0 $4K NEW $12.68 +5.5%
456 ENTG ENTEGRIS INC Technology 20.0 $4K NEW $179.90 -20.8%
457 PPT PUTNAM PREMIER INCOME TR Financial Services 1,028.0 $4K NEW $3.49 -1.4%
458 WCN WASTE CONNECTIONS INC Industrials 21.0 $4K NEW $166.71 +0.3%
459 BXSL BLACKSTONE SECD LENDING FD Financial Services 147.0 $3K NEW $23.69 +5.2%
460 IWS ISHARES TR 21.0 $3K NEW $164.62 +4.5%
Page 23 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%