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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 6 of 28  ·  558 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SMG SCOTTS MIRACLE-GRO CO Basic Materials 1,400.0 $95K 0.00% NEW $68.11 -9.9%
102 IGSB ISHARES TR 1,800.0 $94K 0.00% NEW $52.41 -0.4%
103 LECO LINCOLN ELEC HLDGS INC Industrials 350.0 $93K 0.00% NEW $265.51 +9.3%
104 CSL CARLISLE COS INC Industrials 250.0 $91K 0.00% NEW $362.75 +0.8%
105 BR BROADRIDGE FINL SOLUTIONS IN Technology 659.0 $90K 0.00% NEW $136.95 +32.6%
106 WFC WELLS FARGO & CO Financial Services 1,078.0 $89K 0.00% NEW $82.66 +3.1%
107 GRMN GARMIN LTD Technology 375.0 $89K 0.00% NEW $237.54 +21.7%
108 IYW ISHARES TR 352.0 $89K 0.00% NEW $252.23 -2.2%
109 SHEL SHELL PLC Energy 1,145.0 $89K 0.00% NEW $77.54 +17.5%
110 VDC VANGUARD WORLD FD 392.0 $88K 0.00% NEW $225.26 +3.3%
111 TDIV FIRST TR EXCHANGE TRADED FD 750.0 $86K 0.00% NEW $114.88 -0.2%
112 GPC GENUINE PARTS CO Consumer Cyclical 727.0 $86K 0.00% NEW $117.98 +18.2%
113 CVS CVS HEALTH CORP Healthcare 825.0 $85K 0.00% NEW $103.45 -8.8%
114 MSCI MSCI INC Financial Services 150.0 $84K 0.00% NEW $560.04 +0.7%
115 VTR VENTAS INC Real Estate 945.0 $84K 0.00% NEW $88.80 +5.3%
116 SLF SUN LIFE FINANCIAL INC. Financial Services 1,050.0 $82K 0.00% NEW $78.42 +0.8%
117 VTV VANGUARD INDEX FDS 375.0 $82K 0.00% NEW $217.72 +4.2%
118 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 455.0 $81K 0.00% NEW $178.95 +21.4%
119 DELL DELL TECHNOLOGIES INC Technology 187.0 $81K 0.00% NEW $431.47 +7.5%
120 AVT AVNET INC Technology 870.0 $77K 0.00% NEW $88.82 +1.7%
Page 6 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%