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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 13 of 41  ·  812 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CMI CUMMINS INC Industrials 326.0 $232K 0.01% NEW $712.75 -19.5%
242 XLI SELECT SECTOR SPDR TR 1,236.0 $229K 0.01% -367.0 -22.9% $185.23 -3.5%
243 SHOP SHOPIFY INC Technology 2,000.0 $228K 0.01% -350.0 -14.9% $114.18 +35.2%
244 BIO BIO RAD LABS INC Healthcare 753.0 $221K 0.01% $293.61 +32.8%
245 SUSB ISHARES TR 8,829.0 $221K 0.01% NEW $24.99 -0.5%
246 NUE NUCOR CORP Basic Materials 966.0 $215K 0.01% NEW $222.75 +13.3%
247 CFG CITIZENS FINL GROUP INC Financial Services 3,060.0 $214K 0.01% -2K -36.6% $70.07 +0.2%
248 DSI ISHARES TR 1,491.0 $212K 0.01% NEW $142.40 +4.4%
249 GATX GATX CORP Industrials 1,175.0 $208K 0.01% NEW $177.19 +0.7%
250 VUG VANGUARD INDEX FDS 2,406.0 $207K 0.01% +2K +281.9% $86.12 +3.2%
251 UNILEVER PLC 3,419.0 $206K 0.01% -787.0 -18.7% $60.12
252 VV VANGUARD INDEX FDS 585.0 $201K 0.01% NEW $344.07 +3.3%
253 FNDX SCHWAB STRATEGIC TR 6,438.0 $200K 0.01% -2K -24.9% $31.10 +4.4%
254 FDS FACTSET RESH SYS INC Financial Services 864.0 $199K 0.01% $230.08 +32.3%
255 KMB KIMBERLY-CLARK CORP Consumer Defensive 1,785.0 $196K 0.01% -270.0 -13.1% $109.77 +0.2%
256 MDLZ MONDELEZ INTL INC Consumer Defensive 3,355.0 $194K 0.01% -1K -29.9% $57.84 +7.9%
257 VIS VANGUARD WORLD FD 537.0 $194K 0.01% NEW $360.38 -4.8%
258 FNDF SCHWAB STRATEGIC TR 3,524.0 $186K 0.01% NEW $52.76 +5.3%
259 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 634.0 $186K 0.01% NEW $293.18 +4.2%
260 IEMG ISHARES INC 2,237.0 $185K 0.01% NEW $82.84 -0.5%
Page 13 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%