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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 5 of 41  ·  812 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NOC NORTHROP GRUMMAN CORP Industrials 14,362.0 $7.3M 0.27% -1K -9.0% $509.30 +8.0%
82 PNW PINNACLE WEST CAP CORP Utilities 65,932.0 $7.1M 0.26% +761.0 +1.2% $107.00 -7.8%
83 NVO NOVO-NORDISK A S Healthcare 145,810.0 $7.0M 0.26% -15K -9.3% $47.94 -1.6%
84 MINT PIMCO ETF TR 67,058.0 $6.8M 0.25% -4K -6.1% $100.81 -0.0%
85 ITW ILLINOIS TOOL WKS INC Industrials 24,228.0 $6.6M 0.24% -3K -9.8% $270.47 +5.6%
86 CGNX COGNEX CORP Technology 89,648.0 $6.5M 0.24% -770.0 -0.8% $72.42 -14.8%
87 CME CME GROUP INC Financial Services 28,092.0 $6.2M 0.23% +369.0 +1.3% $220.83 +27.2%
88 MDT MEDTRONIC PLC Healthcare 76,632.0 $6.0M 0.22% NEW $78.23 +17.6%
89 ECL ECOLAB INC Basic Materials 20,902.0 $5.8M 0.22% NEW $278.61 +4.3%
90 MTD METTLER TOLEDO INTERNATIONAL Healthcare 4,479.0 $5.7M 0.21% -1K -21.3% $1277.51 +9.5%
91 MCO MOODYS CORP Financial Services 12,505.0 $5.7M 0.21% -1K -8.9% $452.92 +13.6%
92 ADBE ADOBE INC Technology 27,548.0 $5.6M 0.21% -4K -12.2% $205.02 +33.4%
93 INTU INTUIT Technology 20,659.0 $5.4M 0.20% -20K -49.7% $260.99 +32.5%
94 SBUX STARBUCKS CORP Consumer Cyclical 52,213.0 $5.3M 0.20% $102.19 +6.2%
95 GSY INVESCO ACTIVELY MANAGED EXC 104,702.0 $5.3M 0.20% -13K -11.2% $50.15 -0.0%
96 JMST J P MORGAN EXCHANGE TRADED F 97,332.0 $5.0M 0.18% $51.00 -0.1%
97 NOW SERVICENOW INC Technology 49,327.0 $4.9M 0.18% $99.28 +26.7%
98 WSM WILLIAMS SONOMA INC Consumer Cyclical 19,828.0 $4.6M 0.17% $233.10 +1.9%
99 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 3,827.0 $3.7M 0.14% -824.0 -17.7% $964.89 -12.3%
100 GLW CORNING INC Technology 14,396.0 $3.7M 0.14% -2K -9.7% $255.43 -40.2%
Page 5 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%