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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 26 of 28  ·  558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 NATL NCR ATLEOS CORPORATION Technology 44.0 $2K NEW $43.43 +6.9%
502 CLS CELESTICA INC Technology 5.0 $2K NEW $364.80 -15.8%
503 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 28.0 $2K NEW $64.46 +0.3%
504 POST POST HLDGS INC Consumer Defensive 20.0 $2K NEW $88.30 -7.2%
505 SEZL SEZZLE INC Financial Services 10.0 $2K NEW $171.70 -28.0%
506 CHTR CHARTER COMMUNICATIONS INC Communication Services 12.0 $2K NEW $142.25 +8.2%
507 SXC SUNCOKE ENERGY INC Energy 203.0 $2K NEW $8.05 +21.9%
508 UNIT UNITI GROUP LLC Real Estate 140.0 $2K NEW $11.47 -11.4%
509 DIA STATE STR SPDR DOW JONES IND Financial Services 3.0 $2K NEW $522.67 +2.2%
510 FEDEX FGHT HLDG CO INC 10.0 $2K NEW $151.00
511 MOO VANECK ETF TRUST 19.0 $2K NEW $79.21 +7.4%
512 BMI BADGER METER INC Technology 10.0 $1K NEW $148.40 -7.6%
513 ABEONA THERAPEUTICS INC 240.0 $1K NEW $6.18
514 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 24.0 $1K NEW $60.71 +22.3%
515 BTG B2GOLD CORP Basic Materials 385.0 $1K NEW $3.74 +53.5%
516 MSTR STRATEGY INC Technology 16.0 $1K NEW $86.94 +41.7%
517 VIAV VIAVI SOLUTIONS INC Technology 29.0 $1K NEW $46.93 -17.4%
518 VRT VERTIV HOLDINGS CO Industrials 4.0 $1K NEW $335.00 -21.3%
519 HIG HARTFORD INSURANCE GROUP INC Financial Services 10.0 $1K NEW $132.60 +5.5%
520 LUMN LUMEN TECHNOLOGIES INC Communication Services 170.0 $1K NEW $7.68 -20.7%
Page 26 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%