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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 11 of 41  ·  812 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 RSP INVESCO EXCHANGE TRADED FD T 1,891.0 $402K 0.01% +340.0 +21.9% $212.72 +4.1%
202 VNT VONTIER CORPORATION Technology 13,625.0 $395K 0.01% +4K +39.1% $29.00 +14.3%
203 QRVO QORVO INC Technology 4,208.0 $392K 0.01% +1K +40.2% $93.27 +2.5%
204 MGK VANGUARD WORLD FD 4,125.0 $363K 0.01% +3K +400.0% $87.91 +2.6%
205 XLF SELECT SECTOR SPDR TR 6,748.0 $362K 0.01% -317.0 -4.5% $53.61 +8.0%
206 TD TORONTO DOMINION BK ONT Financial Services 2,963.0 $360K 0.01% $121.43 -0.6%
207 ACGL ARCH CAP GROUP LTD Financial Services 3,644.0 $354K 0.01% -505.0 -12.2% $97.06 +2.0%
208 HDV ISHARES TR 12,835.0 $352K 0.01% +11K +518.3% $27.41 +7.4%
209 LAMR LAMAR ADVERTISING CO Real Estate 2,225.0 $347K 0.01% $155.98 -3.7%
210 VYM VANGUARD WHITEHALL FDS 2,130.0 $337K 0.01% $158.03 +4.0%
211 EMR EMERSON ELEC CO Industrials 2,315.0 $331K 0.01% $143.15 +10.4%
212 IWV ISHARES TR 777.0 $331K 0.01% $426.40 +2.8%
213 VIGI VANGUARD WHITEHALL FDS 3,440.0 $321K 0.01% +133.0 +4.0% $93.39 +5.5%
214 BIL SPDR SERIES TRUST 3,500.0 $321K 0.01% $91.64 -0.0%
215 ROK ROCKWELL AUTOMATION INC Industrials 645.0 $319K 0.01% +15.0 +2.4% $495.08 -12.6%
216 MMM 3M CO Industrials 1,922.0 $311K 0.01% -890.0 -31.6% $161.91 +10.2%
217 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 6,112.0 $305K 0.01% -167K -96.5% $49.98 +6.4%
218 IHE ISHARES TR 3,060.0 $303K 0.01% $99.01 +6.1%
219 BE BLOOM ENERGY CORP Industrials 1,000.0 $303K 0.01% NEW $302.70 -27.8%
220 KMI KINDER MORGAN INC DEL Energy 9,452.0 $302K 0.01% -2K -15.8% $31.97 -1.0%
Page 11 of 41  ·  812 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%