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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 6 of 41  ·  812 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ESML ISHARES TR 64,576.0 $3.6M 0.13% $55.93 -0.5%
102 INSTALLED BLDG PRODS INC 15,203.0 $3.5M 0.13% +3K +27.0% $229.84
103 HD HOME DEPOT INC Consumer Cyclical 9,425.0 $3.3M 0.12% -70K -88.2% $352.66 -5.1%
104 BERKSHIRE HATHAWAY INC DEL 6,568.0 $3.3M 0.12% -279.0 -4.1% $500.39
105 MRK MERCK & CO INC Healthcare 25,298.0 $3.3M 0.12% -3K -9.5% $128.50 +19.2%
106 APH AMPHENOL CORP Technology 18,142.0 $3.2M 0.12% +6K +46.3% $176.32 -8.5%
107 PFS PROVIDENT FINL SVCS INC Financial Services 130,643.0 $3.1M 0.12% -26K -16.8% $23.64 -0.5%
108 VEU VANGUARD INTL EQUITY INDEX F 36,331.0 $3.0M 0.11% -1K -3.2% $83.75 +2.4%
109 CRM SALESFORCE INC Technology 17,694.0 $2.8M 0.10% -3K -13.1% $156.66 +31.3%
110 BIIB BIOGEN INC Healthcare 12,229.0 $2.6M 0.10% -445.0 -3.5% $216.06 +2.3%
111 VSGX VANGUARD WORLD FD 31,981.0 $2.6M 0.10% +16K +96.2% $82.34 +1.6%
112 QCOM QUALCOMM INC Technology 13,786.0 $2.5M 0.10% -66K -82.7% $184.79 -11.4%
113 UNP UNION PAC CORP Industrials 9,134.0 $2.5M 0.09% -263.0 -2.8% $272.00 +14.2%
114 MU MICRON TECHNOLOGY INC Technology 1,989.0 $2.3M 0.09% -177.0 -8.2% $1154.57 -18.7%
115 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 28,137.0 $2.3M 0.09% -194.0 -0.7% $81.16 -8.8%
116 SHW SHERWIN WILLIAMS CO Basic Materials 6,402.0 $2.2M 0.08% -62K -90.6% $344.32 +1.3%
117 QQQ INVESCO QQQ TR Financial Services 2,474.0 $1.8M 0.07% -65.0 -2.6% $736.50 -3.4%
118 ADP AUTOMATIC DATA PROCESSING IN Industrials 7,918.0 $1.8M 0.07% +483.0 +6.5% $223.95 +25.6%
119 AXP AMERICAN EXPRESS CO Financial Services 5,128.0 $1.7M 0.06% +77.0 +1.5% $338.23 -0.6%
120 CRWD CROWDSTRIKE HLDGS INC Technology 2,249.0 $1.7M 0.06% -692.0 -23.5% $190.79 -0.8%
Page 6 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%