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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 3 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DHR DANAHER CORPORATION Healthcare 80,009.0 $18.3M 0.75% -9K -10.3% $228.92 -24.5%
42 DXCM DEXCOM INC Healthcare 272,836.0 $18.1M 0.74% -37K -12.1% $66.37 +8.5%
43 ETN EATON CORP PLC Industrials 56,796.0 $18.1M 0.74% +318.0 +0.6% $318.51 +26.6%
44 ACWI ISHARES TR 119,857.0 $17.0M 0.69% +72K +149.0% $141.49 +11.6%
45 NVR NVR INC Consumer Cyclical 2,235.0 $16.3M 0.67% -77.0 -3.3% $7292.77 -17.2%
46 HON HONEYWELL INTL INC Industrials 81,027.0 $15.8M 0.65% -3K -4.0% $195.09 +18.8%
47 CSCO CISCO SYS INC Technology 199,939.0 $15.4M 0.63% +9K +4.7% $77.03 +53.6%
48 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 48,915.0 $14.9M 0.61% +1K +2.5% $303.89 +35.7%
49 GILD GILEAD SCIENCES INC Healthcare 111,531.0 $13.7M 0.56% +10K +10.3% $122.74 +9.0%
50 QCOM QUALCOMM INC Technology 79,871.0 $13.7M 0.56% +2K +3.2% $171.05 +45.5%
51 SCCO SOUTHERN COPPER CORP Basic Materials 88,648.0 $12.7M 0.52% +29K +47.8% $143.47 +32.3%
52 VWO VANGUARD INTL EQUITY INDEX F 231,843.0 $12.5M 0.51% +2K +0.7% $53.76 +12.0%
53 RTX RTX CORPORATION Industrials 67,387.0 $12.4M 0.50% -8K -10.4% $183.40 -2.4%
54 VOO VANGUARD INDEX FDS 18,953.0 $11.9M 0.48% +5K +33.5% $627.13 +10.0%
55 ADBE ADOBE INC Technology 31,393.0 $11.0M 0.45% -5K -14.6% $349.99 -31.3%
56 JEF JEFFERIES FINL GROUP INC Financial Services 173,596.0 $10.8M 0.44% +7K +3.9% $61.97 -16.2%
57 UBER UBER TECHNOLOGIES INC Technology 130,838.0 $10.7M 0.44% NEW $81.71 -14.2%
58 CB CHUBB LIMITED Financial Services 32,508.0 $10.1M 0.41% -225.0 -0.7% $312.12 +4.3%
59 NEE NEXTERA ENERGY INC Utilities 124,877.0 $10.0M 0.41% +8K +7.2% $80.28 +9.2%
60 BND VANGUARD BD INDEX FDS 134,489.0 $10.0M 0.41% +1K +1.0% $74.07 -1.2%
Page 3 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%