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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 26 of 41  ·  812 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 NTAP NETAPP INC Technology 175.0 $27K 0.00% NEW $154.76 +23.2%
502 CPK CHESAPEAKE UTILS CORP Utilities 220.0 $27K 0.00% NEW $122.48 +8.8%
503 PATK PATRICK INDS INC Consumer Cyclical 300.0 $27K 0.00% NEW $89.78 -7.5%
504 RY ROYAL BK CDA Financial Services 130.0 $27K 0.00% NEW $206.98 -1.2%
505 SU SUNCOR ENERGY INC NEW Energy 500.0 $27K 0.00% NEW $53.68 +23.7%
506 ONON ON HLDG AG Consumer Cyclical 750.0 $27K 0.00% NEW $35.42 -18.3%
507 AVEM AMERICAN CENTY ETF TR 274.0 $26K 0.00% NEW $96.49 -1.3%
508 ONEY SPDR SERIES TRUST 206.0 $26K 0.00% NEW $128.10 +5.4%
509 USB US BANCORP Financial Services 435.0 $26K 0.00% NEW $60.40 +3.3%
510 NTRS NORTHERN TR CORP Financial Services 150.0 $26K 0.00% NEW $173.84 +7.2%
511 MIAMI INTL HLDGS INC 700.0 $26K 0.00% NEW $37.16
512 DON WISDOMTREE TR 450.0 $25K 0.00% NEW $56.52 +2.6%
513 GAP GAP INC Consumer Cyclical 1,350.0 $25K 0.00% NEW $18.68 +11.3%
514 HOOD ROBINHOOD MKTS INC Financial Services 250.0 $25K 0.00% NEW $100.28 +9.5%
515 FRAF FRANKLIN FINL SVCS CORP Financial Services 400.0 $25K 0.00% NEW $62.60 -0.8%
516 PBT PERMIAN BASIN RTY TR Energy 1,000.0 $25K 0.00% NEW $25.04 +34.5%
517 DOW DOW HLDGS INC Basic Materials 912.0 $25K 0.00% NEW $27.36 +10.9%
518 MLI MUELLER INDS INC Industrials 200.0 $25K 0.00% NEW $122.93 -47.8%
519 EQH EQUITABLE HLDGS INC Financial Services 550.0 $24K 0.00% NEW $43.88 +14.3%
520 GNTX GENTEX CORP Consumer Cyclical 950.0 $24K 0.00% NEW $25.27 -8.7%
Page 26 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%