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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 24 of 28  ·  558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 CDNS CADENCE DESIGN SYSTEM INC Technology 9.0 $3K NEW $375.33 -10.8%
462 QUAL ISHARES TR 15.0 $3K NEW $224.33 -0.2%
463 YUMC YUM CHINA HLDGS INC Consumer Cyclical 80.0 $3K NEW $40.88 +15.4%
464 AMP AMERIPRISE FINL INC Financial Services 7.0 $3K NEW $458.86 +22.1%
465 SONY SONY GROUP CORP Technology 160.0 $3K NEW $20.06 +20.2%
466 SWX SOUTHWEST GAS HLDGS INC Utilities 36.0 $3K NEW $88.69 +2.2%
467 FDX FEDEX CORP Industrials 10.0 $3K NEW $313.20 +7.3%
468 SNPS SYNOPSYS INC Technology 7.0 $3K NEW $446.14 -8.1%
469 PPTA PERPETUA RESOURCES CORP Basic Materials 150.0 $3K NEW $20.76 +24.1%
470 RPM RPM INTL INC Basic Materials 28.0 $3K NEW $111.18 -3.7%
471 GERN GERON CORP Healthcare 2,400.0 $3K NEW $1.28 +19.5%
472 VCIT VANGUARD SCOTTSDALE FDS 37.0 $3K NEW $82.68 -1.4%
473 TDC TERADATA CORP DEL Technology 88.0 $3K NEW $34.66 -21.9%
474 TOTALENERGIES SE 38.0 $3K NEW $77.76
475 ABNB AIRBNB INC Consumer Cyclical 20.0 $3K NEW $143.10 +31.4%
476 CARNIVAL CORP LTD 100.0 $3K NEW $28.57
477 BAX BAXTER INTL INC Healthcare 133.0 $3K NEW $21.32 +24.3%
478 MPWR MONOLITHIC PWR SYS INC Technology 2.0 $3K NEW $1382.50 -5.7%
479 DVYA ISHARES INC 57.0 $3K NEW $47.30 +10.2%
480 GLOBUS MED INC 34.0 $3K NEW $79.03
Page 24 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%