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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 32 of 41  ·  812 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 SPDW SPDR INDEX SHS FDS 216.0 $11K NEW $50.33 +3.5%
622 XLRE SELECT SECTOR SPDR TR 246.0 $11K NEW $44.03 +1.8%
623 FTDR FRONTDOOR INC Consumer Cyclical 137.0 $11K NEW $77.59 +6.4%
624 MELI MERCADOLIBRE INC Consumer Cyclical 6.0 $10K NEW $1697.50 +14.6%
625 DIVB ISHARES TR 165.0 $10K NEW $61.60 +11.3%
626 PWR QUANTA SVCS INC Industrials 14.0 $10K NEW $720.07 -14.4%
627 TECH BIO-TECHNE CORP Healthcare 140.0 $10K NEW $70.65 +2.4%
628 ITM VANECK ETF TRUST 207.0 $10K NEW $46.99 -2.2%
629 PD PAGERDUTY INC Technology 1,000.0 $10K NEW $9.65 +29.6%
630 IWX ISHARES TR 90.0 $9K NEW $105.17 +7.0%
631 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 540.0 $9K NEW $17.41 +15.5%
632 PTEN PATTERSON-UTI ENERGY INC Energy 1,000.0 $9K NEW $9.18 +26.6%
633 AEE AMEREN CORP Utilities 81.0 $9K NEW $113.05 -4.7%
634 VGSH VANGUARD SCOTTSDALE FDS 154.0 $9K NEW $58.20 -0.1%
635 NXPI NXP SEMICONDUCTORS N V Technology 31.0 $9K NEW $281.03 -20.6%
636 KRNY KEARNY FINL CORP MD Financial Services 911.0 $9K NEW $9.46 +3.8%
637 ADMA ADMA BIOLOGICS INC Healthcare 1,000.0 $8K NEW $8.37 +14.2%
638 WST WEST PHARMACEUTICAL SVSC INC Healthcare 23.0 $8K NEW $359.00 -2.5%
639 VAW VANGUARD WORLD FD 36.0 $8K NEW $228.81 +5.1%
640 MAS MASCO CORP Industrials 100.0 $8K NEW $81.37 -10.6%
Page 32 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%