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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 37 of 41  ·  812 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 FDX FEDEX CORP Industrials 10.0 $3K NEW $313.20 +7.3%
722 SNPS SYNOPSYS INC Technology 7.0 $3K NEW $446.14 -8.1%
723 PPTA PERPETUA RESOURCES CORP Basic Materials 150.0 $3K NEW $20.76 +24.1%
724 RPM RPM INTL INC Basic Materials 28.0 $3K NEW $111.18 -3.7%
725 GERN GERON CORP Healthcare 2,400.0 $3K NEW $1.28 +19.5%
726 VCIT VANGUARD SCOTTSDALE FDS 37.0 $3K NEW $82.68 -1.4%
727 TDC TERADATA CORP DEL Technology 88.0 $3K NEW $34.66 -21.9%
728 TOTALENERGIES SE 38.0 $3K NEW $77.76
729 ABNB AIRBNB INC Consumer Cyclical 20.0 $3K NEW $143.10 +31.4%
730 CARNIVAL CORP LTD 100.0 $3K NEW $28.57
731 BAX BAXTER INTL INC Healthcare 133.0 $3K NEW $21.32 +24.3%
732 MPWR MONOLITHIC PWR SYS INC Technology 2.0 $3K NEW $1382.50 -5.7%
733 DVYA ISHARES INC 57.0 $3K NEW $47.30 +10.2%
734 GLOBUS MED INC 34.0 $3K NEW $79.03
735 DOCU DOCUSIGN INC Technology 60.0 $3K NEW $44.43 +33.5%
736 TMDX TRANSMEDICS GROUP INC Healthcare 40.0 $3K NEW $66.42 +38.8%
737 CFR CULLEN FROST BANKERS INC Financial Services 17.0 $3K NEW $154.53 +5.7%
738 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 27.0 $3K NEW $96.00 +24.8%
739 INSM INSMED INC Healthcare 24.0 $3K NEW $106.62 +16.7%
740 CSGP COSTAR GROUP INC Real Estate 88.0 $2K NEW $28.33 +13.5%
Page 37 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%