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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 27 of 28  ·  558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 CC CHEMOURS CO Basic Materials 60.0 $1K NEW $20.53 -23.1%
522 AVNS AVANOS MED INC Healthcare 48.0 $1K NEW $24.90 +0.4%
523 TEAM ATLASSIAN CORPORATION Technology 15.0 $1K NEW $77.80 +116.5%
524 AXON AXON ENTERPRISE INC Industrials 2.0 $1K NEW $561.00 +8.3%
525 CI THE CIGNA GROUP Healthcare 4.0 $1K NEW $275.75 +1.9%
526 AMCOR PLC 23.0 $998.0 NEW $43.39
527 MANH MANHATTAN ASSOCIATES INC Technology 7.0 $975.0 NEW $139.29 +55.0%
528 PNBK PATRIOT NATL BANCORP INC Financial Services 1,000.0 $958.0 NEW $0.96 +8.6%
529 DKNG DRAFTKINGS INC NEW Consumer Cyclical 33.0 $834.0 NEW $25.27 -1.9%
530 FIS FIDELITY NATL INFORMATION SV Technology 20.0 $778.0 NEW $38.90 +4.5%
531 AMERICAN BITCOIN CORP. 1,100.0 $750.0 NEW $0.68
532 VYX NCR VOYIX CORPORATION Technology 88.0 $719.0 NEW $8.17 +8.7%
533 UBS UBS GROUP AG Financial Services 13.0 $645.0 NEW $49.62 +9.9%
534 SOXX ISHARES TR 1.0 $641.0 NEW $641.00 -19.6%
535 DOCN DIGITALOCEAN HLDGS INC Technology 4.0 $629.0 NEW $157.25 -26.9%
536 KD KYNDRYL HLDGS INC Technology 54.0 $611.0 NEW $11.31 +12.1%
537 GTX GARRETT MOTION INC Consumer Cyclical 16.0 $576.0 NEW $36.00 -24.8%
538 BHF BRIGHTHOUSE FINL INC Financial Services 5.0 $317.0 NEW $63.40 -17.2%
539 CMPS COMPASS PATHWAYS PLC Healthcare 20.0 $283.0 NEW $14.15 +3.3%
540 AA ALCOA CORP Basic Materials 5.0 $261.0 NEW $52.20 -4.8%
Page 27 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%