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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 8 of 14  ·  262 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CVX CHEVRON CORP NEW Energy 5,578.0 $850K 0.04% -3K -35.5% $152.40 +21.2%
142 WMT WALMART INC Consumer Defensive 7,587.0 $845K 0.03% -243.0 -3.1% $111.41 +8.0%
143 COP CONOCOPHILLIPS Energy 8,668.0 $811K 0.03% -857.0 -9.0% $93.61 +24.5%
144 BERKSHIRE HATHAWAY INC DEL 1.0 $755K 0.03% $754800.00
145 BSV VANGUARD BD INDEX FDS 9,528.0 $751K 0.03% +307.0 +3.3% $78.81 -1.1%
146 DG DOLLAR GEN CORP NEW Consumer Defensive 5,607.0 $744K 0.03% +329.0 +6.2% $132.77 -22.0%
147 ASTRAZENECA PLC 8,087.0 $743K 0.03% $91.93
148 PAA PLAINS ALL AMERN PIPELINE L Energy 40,900.0 $735K 0.03% $17.96 +31.2%
149 UNH UNITEDHEALTH GROUP INC Healthcare 2,170.0 $716K 0.03% +232.0 +12.0% $330.11 +14.2%
150 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,227.0 $711K 0.03% -1K -51.4% $579.45 -22.7%
151 ARES ARES MANAGEMENT CORPORATION Financial Services 4,375.0 $707K 0.03% $161.63 -22.5%
152 GEV GE VERNOVA INC Utilities 1,070.0 $699K 0.03% -13.0 -1.2% $653.57 +63.8%
153 PFE PFIZER INC Healthcare 27,984.0 $697K 0.03% +357.0 +1.3% $24.90 +3.8%
154 PG PROCTER AND GAMBLE CO Consumer Defensive 4,825.0 $692K 0.03% -447.0 -8.5% $143.32 -0.2%
155 NVS NOVARTIS AG Healthcare 4,950.0 $682K 0.03% -85.0 -1.7% $137.87 +9.4%
156 MCD MCDONALDS CORP Consumer Cyclical 2,205.0 $674K 0.03% -229.0 -9.4% $305.63 -8.6%
157 PHM PULTE GROUP INC Consumer Cyclical 5,533.0 $649K 0.03% +307.0 +5.9% $117.26 +0.5%
158 CMCSA COMCAST CORP NEW Communication Services 21,511.0 $643K 0.03% -3K -10.6% $29.89 -15.9%
159 HSIC HENRY SCHEIN INC Healthcare 8,452.0 $639K 0.03% -953.0 -10.1% $75.58 -2.2%
160 PAYX PAYCHEX INC Industrials 5,554.0 $623K 0.03% -336.0 -5.7% $112.18 -15.5%
Page 8 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%