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Portfolio (Quarterly) Guide ↗

BEACON INVESTMENT ADVISORY SERVICES, INC.

· CIK 0001654599
13F Portfolio $2.5B AUM 262 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 17 New 85 Added 119 Reduced 9 Exited
Page 13 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ROKU ROKU INC Communication Services 2,153.0 $234K 0.01% -2K -47.5% $108.49 +17.6%
242 FNDX SCHWAB STRATEGIC TR 8,570.0 $233K 0.01% NEW $27.21 +13.6%
243 SRE SEMPRA Utilities 2,634.0 $233K 0.01% $88.29 +3.7%
244 HBAN HUNTINGTON BANCSHARES INC Financial Services 13,338.0 $231K 0.01% -396.0 -2.9% $17.35 -7.4%
245 GWW WW GRAINGER INC Industrials 229.0 $231K 0.01% -1K -86.0% $1009.05 +23.8%
246 BIO BIO RAD LABS INC Healthcare 753.0 $228K 0.01% $302.99 -2.0%
247 EXACT SCIENCES CORP 2,218.0 $225K 0.01% NEW $101.56
248 OKE ONEOK INC NEW Energy 3,052.0 $224K 0.01% -850.0 -21.8% $73.50 +23.0%
249 ITOT ISHARES TR 1,481.0 $220K 0.01% NEW $148.70 +10.4%
250 MIDD MIDDLEBY CORP Industrials 1,463.0 $218K 0.01% NEW $148.67 +1.4%
251 AON AON PLC Financial Services 609.0 $215K 0.01% $352.88 -9.5%
252 XLU SELECT SECTOR SPDR TR 5,030.0 $215K 0.01% NEW $42.69 +6.2%
253 AME AMETEK INC Industrials 1,045.0 $215K 0.01% NEW $205.31 +11.8%
254 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,055.0 $207K 0.01% $100.87 -2.1%
255 IVW ISHARES TR 1,657.0 $204K 0.01% -314.0 -15.9% $123.26 +12.2%
256 QYLD GLOBAL X FDS 10,280.0 $182K 0.01% NEW $17.67 +1.8%
257 OCUL OCULAR THERAPEUTIX INC Healthcare 14,000.0 $170K 0.01% $12.14 -31.7%
258 PCYO PURE CYCLE CORP Utilities 14,166.0 $156K 0.01% $10.99 -9.7%
259 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 16,295.0 $155K 0.01% -200.0 -1.2% $9.53 -0.8%
260 GAB GABELLI EQUITY TR INC Financial Services 19,000.0 $117K 0.01% $6.17 -8.9%
Page 13 of 14  ·  262 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 29.6%
Financial Services 22.2%
Healthcare 18.7%
Consumer Cyclical 10.2%
Industrials 7.6%
Communication Services 5.2%
Basic Materials 2.1%
Utilities 1.6%
Consumer Defensive 1.2%
Energy 1.2%