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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 16 of 41  ·  812 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 IYF ISHARES TR 1,000.0 $128K 0.01% NEW $127.51 +7.3%
302 STLD STEEL DYNAMICS INC Basic Materials 550.0 $126K 0.01% NEW $229.46 +2.8%
303 WPC WP CAREY INC Real Estate 1,757.0 $126K 0.01% NEW $71.50 -1.6%
304 IGE ISHARES TR 2,210.0 $124K 0.01% NEW $56.18 +16.9%
305 NFG NATIONAL FUEL GAS CO Energy 1,600.0 $124K 0.01% NEW $77.21 +7.3%
306 IGM ISHARES TR 750.0 $123K 0.01% NEW $163.58 -0.6%
307 IWN ISHARES TR 553.0 $122K 0.01% NEW $221.40 +1.5%
308 IEFA ISHARES TR 1,267.0 $122K 0.01% NEW $96.55 +4.4%
309 OMC OMNICOM GROUP INC Communication Services 1,667.0 $121K 0.01% NEW $72.83 +20.7%
310 SCHA SCHWAB STRATEGIC TR 3,292.0 $119K 0.00% NEW $36.13 -3.8%
311 NVT NVENT ELEC PLC Industrials 695.0 $118K 0.00% NEW $169.70 -8.3%
312 LANDBRIDGE COMPANY LLC 1,485.0 $118K 0.00% NEW $79.24
313 DVY ISHARES TR 750.0 $117K 0.00% NEW $156.30 +4.8%
314 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 3,334.0 $117K 0.00% NEW $35.09 +0.4%
315 WBD WARNER BROS DISCOVERY INC Communication Services 4,351.0 $116K 0.00% NEW $26.66 +8.3%
316 TOL TOLL BROTHERS INC Consumer Cyclical 700.0 $115K 0.00% NEW $164.65 -11.8%
317 DGRO ISHARES TR 1,520.0 $115K 0.00% NEW $75.79 +4.6%
318 RWJ INVESCO EXCH TRADED FD TR II 1,922.0 $114K 0.00% NEW $59.50 +2.9%
319 STT STATE STR CORP Financial Services 670.0 $114K 0.00% NEW $169.60 +14.0%
320 ARCC ARES CAPITAL CORP Financial Services 6,106.0 $113K 0.00% NEW $18.53 +7.3%
Page 16 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%