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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 4 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 QCOM QUALCOMM INC Technology 13,786.0 $2.5M 0.10% -66K -82.7% $184.79 -11.4%
62 UNP UNION PAC CORP Industrials 9,134.0 $2.5M 0.09% -263.0 -2.8% $272.00 +14.2%
63 MU MICRON TECHNOLOGY INC Technology 1,989.0 $2.3M 0.09% -177.0 -8.2% $1154.57 -18.7%
64 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 28,137.0 $2.3M 0.09% -194.0 -0.7% $81.16 -8.8%
65 SHW SHERWIN WILLIAMS CO Basic Materials 6,402.0 $2.2M 0.08% -62K -90.6% $344.32 +1.3%
66 QQQ INVESCO QQQ TR Financial Services 2,474.0 $1.8M 0.07% -65.0 -2.6% $736.50 -3.4%
67 CRWD CROWDSTRIKE HLDGS INC Technology 2,249.0 $1.7M 0.06% -692.0 -23.5% $190.79 -0.8%
68 BK BANK OF NY MELLON CORP Financial Services 11,317.0 $1.6M 0.06% -150.0 -1.3% $144.61 -0.6%
69 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,713.0 $1.6M 0.06% -312.0 -15.4% $935.47 +2.2%
70 TXN TEXAS INSTRS INC Technology 5,353.0 $1.6M 0.06% -551.0 -9.3% $298.07 -12.2%
71 ICSH ISHARES TR 28,572.0 $1.4M 0.05% -12K -29.6% $50.58 -0.1%
72 LOW LOWES COS INC Consumer Cyclical 5,814.0 $1.3M 0.05% -1K -18.4% $220.49 -4.6%
73 GE GE AEROSPACE Industrials 3,189.0 $1.2M 0.04% -283.0 -8.2% $373.73 -5.2%
74 ORCL ORACLE CORP Technology 8,055.0 $1.2M 0.04% -320.0 -3.8% $146.54 +1.6%
75 VLTO VERALTO CORP Industrials 12,496.0 $1.1M 0.04% -2K -15.2% $88.68 +11.3%
76 SCHX SCHWAB STRATEGIC TR 36,104.0 $1.1M 0.04% -1K -3.6% $29.43 +2.7%
77 BROWN FORMAN CORP 37,289.0 $994K 0.04% -3K -6.4% $26.65
78 PM PHILIP MORRIS INTL INC Consumer Defensive 5,012.0 $907K 0.03% -600.0 -10.7% $180.91 +7.3%
79 IJH ISHARES TR 10,122.0 $781K 0.03% -5K -31.9% $77.11 -0.6%
80 WMT WALMART INC Consumer Defensive 6,874.0 $779K 0.03% -713.0 -9.4% $113.26 -7.9%
Page 4 of 7  ·  140 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%