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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 4 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DIS DISNEY WALT CO Communication Services 85,775.0 $9.8M 0.40% -4K -4.0% $113.77 -9.2%
62 NOC NORTHROP GRUMMAN CORP Industrials 15,775.0 $9.0M 0.37% -537.0 -3.3% $570.20 -2.4%
63 APOS APOLLO GLOBAL MGMT INC Financial Services 58,424.0 $8.5M 0.34% -6K -9.2% $144.76 -81.9%
64 PYPL PAYPAL HLDGS INC Financial Services 144,782.0 $8.5M 0.34% -55K -27.6% $58.38 -24.4%
65 AMZN AMAZON COM INC Consumer Cyclical 35,947.0 $8.3M 0.34% -5K -11.6% $230.82 +14.9%
66 GOOG ALPHABET INC Communication Services 26,429.0 $8.3M 0.34% -3K -9.7% $313.80 +22.6%
67 SNA SNAP ON INC Industrials 23,933.0 $8.2M 0.34% +1K +4.6% $344.60 +8.0%
68 NVO NOVO-NORDISK A S Healthcare 160,761.0 $8.2M 0.33% -10K -6.0% $50.88 -13.1%
69 DRI DARDEN RESTAURANTS INC Consumer Cyclical 43,367.0 $8.0M 0.33% -10K -19.1% $184.02 +10.8%
70 MTD METTLER TOLEDO INTERNATIONAL Healthcare 5,690.0 $7.9M 0.32% -2K -21.2% $1394.19 -21.0%
71 ENB ENBRIDGE INC Energy 163,891.0 $7.8M 0.32% +6K +3.8% $47.83 +19.2%
72 ALL ALLSTATE CORP Financial Services 37,510.0 $7.8M 0.32% +1K +3.7% $208.15 +2.2%
73 REGN REGENERON PHARMACEUTICALS Healthcare 10,075.0 $7.8M 0.32% -1K -12.6% $771.87 -17.8%
74 WM WASTE MGMT INC DEL Industrials 34,862.0 $7.7M 0.31% -3K -8.2% $219.71 -0.8%
75 BAC BANK AMERICA CORP Financial Services 138,197.0 $7.6M 0.31% +125K +940.1% $55.00 -5.1%
76 CME CME GROUP INC Financial Services 27,723.0 $7.6M 0.31% +1K +5.5% $273.08 +3.5%
77 NOW SERVICENOW INC Technology 49,283.0 $7.5M 0.31% +37K +299.4% $153.19 -34.8%
78 MINT PIMCO ETF TR 71,404.0 $7.2M 0.29% -5K -6.5% $100.34 +0.3%
79 COWZ PACER FDS TR 118,734.0 $7.1M 0.29% +15K +14.7% $60.17 +6.6%
80 KVUE KENVUE INC Consumer Defensive 408,412.0 $7.0M 0.29% -59K -12.6% $17.25 +1.4%
Page 4 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%