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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 34 of 41  ·  812 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 SE SEA LTD Consumer Cyclical 70.0 $7K NEW $95.84 +24.3%
662 WCEO TWO RDS SHARED TR 174.0 $7K NEW $38.33 +2.9%
663 BBWI BATH & BODY WORKS INC Consumer Cyclical 288.0 $7K NEW $23.13 -18.3%
664 PSKY PARAMOUNT SKYDANCE CORP Communication Services 659.0 $6K NEW $9.86 +8.9%
665 EOG EOG RES INC Energy 50.0 $6K NEW $129.74 +11.6%
666 VOD VODAFONE GROUP PLC Communication Services 487.0 $6K NEW $13.23 +20.5%
667 BITWISE FUNDS TRUST 260.0 $6K NEW $24.50
668 HEICO CORP NEW 24.0 $6K NEW $257.92
669 ENPH ENPHASE ENERGY INC Energy 125.0 $6K NEW $49.24 -22.0%
670 SIFY TECHNOLOGIES LTD 366.0 $6K NEW $16.61
671 CEVA CEVA INC Technology 128.0 $6K NEW $47.16 -41.4%
672 HSY HERSHEY CO Consumer Defensive 34.0 $6K NEW $175.47 +5.6%
673 QQQJ INVESCO EXCH TRADED FD TR II 130.0 $6K NEW $45.52 +0.7%
674 HCA HCA HEALTHCARE INC Healthcare 15.0 $6K NEW $389.93 +9.5%
675 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 66.0 $6K NEW $87.23 +7.0%
676 OGN ORGANON & CO Healthcare 425.0 $6K NEW $13.54 +1.7%
677 DUPONT DE NEMOURS INC 42.0 $6K NEW $135.64
678 PPL PPL CORP Utilities 155.0 $6K NEW $36.35 -3.7%
679 EWJ ISHARES INC 60.0 $6K NEW $93.28 +2.3%
680 LGI LAZARD GLOBAL TOTAL RETURN & Financial Services 300.0 $6K NEW $18.48 -0.3%
Page 34 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%