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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 12 of 41  ·  812 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 TSLA TESLA INC Consumer Cyclical 717.0 $302K 0.01% -51.0 -6.6% $420.60 -15.6%
222 AIG AMERICAN INTL GROUP INC Financial Services 4,038.0 $301K 0.01% +36.0 +0.9% $74.53 +2.8%
223 CGDV CAPITAL GROUP DIVIDEND VALUE 5,854.0 $288K 0.01% $49.28 +2.4%
224 HUBB HUBBELL INC Industrials 545.0 $285K 0.01% $523.20 -10.1%
225 GWW WW GRAINGER INC Industrials 209.0 $284K 0.01% -20.0 -8.7% $1360.40 -2.9%
226 TRV TRAVELERS COMPANIES INC Financial Services 847.0 $280K 0.01% -191.0 -18.4% $330.12 +11.9%
227 CIEN CIENA CORP Technology 565.0 $277K 0.01% NEW $490.56 -18.5%
228 LRCX LAM RESEARCH CORP Technology 620.0 $269K 0.01% -970.0 -61.0% $433.33 -26.5%
229 LW LAMB WESTON HLDGS INC Consumer Defensive 6,158.0 $266K 0.01% NEW $43.18 +26.9%
230 OKE ONEOK INC NEW Energy 3,052.0 $265K 0.01% $86.94 +8.9%
231 ITOT ISHARES TR 1,615.0 $265K 0.01% +134.0 +9.1% $164.26 +2.9%
232 ROKU ROKU INC Communication Services 1,853.0 $256K 0.01% -300.0 -13.9% $138.14 +13.1%
233 AME AMETEK INC Industrials 1,045.0 $253K 0.01% $241.94 +0.7%
234 MIDD MIDDLEBY CORP Industrials 1,463.0 $252K 0.01% $172.01 -34.0%
235 INTC INTEL CORP Technology 1,776.0 $248K 0.01% NEW $139.64 -34.1%
236 HPQ HP INC Technology 11,179.0 $245K 0.01% NEW $21.94 +35.0%
237 SRE SEMPRA Utilities 2,634.0 $244K 0.01% $92.71 -8.6%
238 C CITIGROUP INC Financial Services 1,736.0 $243K 0.01% -3K -60.6% $139.96 -5.2%
239 KLAC KLA CORP Technology 800.0 $241K 0.01% NEW $301.71 -39.1%
240 HBAN HUNTINGTON BANCSHARES INC Financial Services 13,338.0 $236K 0.01% $17.73 -4.9%
Page 12 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%