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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 7 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MDLZ MONDELEZ INTL INC Consumer Defensive 3,355.0 $194K 0.01% -1K -29.9% $57.84 +8.9%
122 MKC MCCORMICK & CO INC Consumer Defensive 3,588.0 $181K 0.01% -354.0 -9.0% $50.42 +9.3%
123 TMO THERMO FISHER SCIENTIFIC INC Healthcare 356.0 $178K 0.01% -871.0 -71.0% $501.36 +26.4%
124 JCI JOHNSON CONTROLS INTERNATION Industrials 1,174.0 $172K 0.01% -1K -49.9% $146.11 -1.2%
125 KVUE KENVUE INC Consumer Defensive 8,836.0 $169K 0.01% -400K -97.8% $19.11 +0.6%
126 GLP GLOBAL PARTNERS LP Energy 3,500.0 $163K 0.01% -4K -50.0% $46.59 +7.5%
127 AON AON PLC Financial Services 484.0 $161K 0.01% -125.0 -20.5% $331.69 +6.7%
128 CEG CONSTELLATION ENERGY CORP Utilities 629.0 $156K 0.01% -81.0 -11.4% $248.37 +12.5%
129 PYPL PAYPAL HLDGS INC Financial Services 3,459.0 $149K 0.01% -141K -97.6% $43.18 +43.1%
130 XLU SELECT SECTOR SPDR TR 2,855.0 $129K 0.01% -2K -43.2% $45.34 -4.0%
131 ACN ACCENTURE PLC IRELAND Technology 875.0 $109K 0.00% -1K -55.4% $124.44 +45.8%
132 TTD THE TRADE DESK INC Technology 5,666.0 $102K 0.00% -117K -95.4% $18.08 -27.9%
133 PLTR PALANTIR TECHNOLOGIES INC Technology 585.0 $68K 0.00% -1K -65.9% $116.67 +52.1%
134 L LOEWS CORP Financial Services 500.0 $57K 0.00% -5K -91.1% $113.21 -2.0%
135 ZTS ZOETIS INC Healthcare 550.0 $40K 0.00% -2K -75.8% $71.86 +7.9%
136 BSX BOSTON SCIENTIFIC CORP Healthcare 659.0 $28K 0.00% -3K -80.7% $42.68 +12.9%
137 ADSK AUTODESK INC Technology 144.0 $28K 0.00% -959.0 -86.9% $194.42 +31.0%
138 IVW ISHARES TR 157.0 $22K 0.00% -2K -90.5% $137.53 +0.8%
139 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 1,395.0 $14K 0.00% -15K -91.4% $9.81 +1.4%
140 DE DEERE & CO Industrials 5.0 $3K -1K -99.6% $626.80 +1.2%
Page 7 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%