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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 25 of 41  ·  812 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 ASX ASE TECHNOLOGY HLDG CO LTD Technology 750.0 $34K 0.00% NEW $45.12 -13.8%
482 ULTA ULTA BEAUTY INC Consumer Cyclical 74.0 $33K 0.00% NEW $450.99 +19.8%
483 PPA INVESCO EXCHANGE TRADED FD T 188.0 $33K 0.00% NEW $176.65 -2.8%
484 TKR TIMKEN CO Industrials 225.0 $33K 0.00% NEW $145.32 -14.3%
485 SCHW SCHWAB CHARLES CORP Financial Services 350.0 $32K 0.00% NEW $92.27 +17.1%
486 AREC AMERICAN RES CORP Energy 15,000.0 $32K 0.00% $2.15 +18.1%
487 TXT TEXTRON INC Industrials 350.0 $32K 0.00% NEW $91.73 -10.2%
488 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 100.0 $32K 0.00% NEW $317.53 -10.3%
489 CCI CROWN CASTLE INC Real Estate 419.0 $32K 0.00% NEW $75.73 -0.9%
490 AIRR FIRST TR EXCHANGE TRADED FD 231.0 $31K 0.00% NEW $133.25 -15.4%
491 CII BLACKROCK ENHANCED LARGE CAP Financial Services 1,154.0 $30K 0.00% NEW $26.15 -5.2%
492 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 99.0 $30K 0.00% NEW $301.03 -21.4%
493 PKG PACKAGING CORP AMER Consumer Cyclical 125.0 $30K 0.00% NEW $238.28 +2.3%
494 WSO WATSCO INC Industrials 70.0 $29K 0.00% NEW $416.74 -24.9%
495 WELLS FARGO & CO 25.0 $29K 0.00% NEW $1157.00
496 BSX BOSTON SCIENTIFIC CORP Healthcare 659.0 $28K 0.00% -3K -80.7% $42.68 +9.3%
497 LH LABCORP HOLDINGS INC Healthcare 100.0 $28K 0.00% NEW $280.00 +20.2%
498 ADSK AUTODESK INC Technology 144.0 $28K 0.00% -959.0 -86.9% $194.42 +39.2%
499 VYMI VANGUARD WHITEHALL FDS 285.0 $28K 0.00% NEW $98.20 +7.0%
500 PAVE GLOBAL X FDS 470.0 $28K 0.00% NEW $58.92 -4.9%
Page 25 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%