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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 33 of 41  ·  812 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 GSL GLOBAL SHIP LEASE INC Industrials 215.0 $8K — NEW — $37.64 +16.3%
642 LOAR LOAR HOLDINGS INC Industrials 100.0 $8K — NEW — $80.61 -19.3%
643 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 200.0 $8K — NEW — $38.73 +50.4%
644 VLYPN VALLEY NATL BANCORP — 524.0 $8K — NEW — $14.65 —
645 MSB MESABI TR Financial Services 300.0 $8K — NEW — $25.30 -24.8%
646 MRNA MODERNA INC Healthcare 108.0 $8K — NEW — $70.04 +177.2%
647 IAUM ISHARES GOLD TRUST MICRO Financial Services 189.0 $8K — NEW — $40.01 +6.4%
648 FSK FS KKR CAP CORP Financial Services 715.0 $8K — NEW — $10.50 +6.1%
649 IJJ ISHARES TR — 50.0 $7K — NEW — $147.74 -5.3%
650 RXRX RECURSION PHARMACEUTICALS IN Healthcare 2,000.0 $7K — NEW — $3.67 +2.3%
651 KHC KRAFT HEINZ CO Consumer Defensive 303.0 $7K — NEW — $23.62 +0.5%
652 ILMN ILLUMINA INC Healthcare 40.0 $7K — NEW — $175.85 +56.2%
653 WDC WESTERN DIGITAL CORP Technology 11.0 $7K — NEW — $638.73 -28.6%
654 WAB WABTEC Industrials 26.0 $7K — NEW — $269.62 +7.2%
655 STZ CONSTELLATION BRANDS INC Consumer Defensive 50.0 $7K — NEW — $139.10 -17.9%
656 VSNT VERSANT MEDIA GROUP INC Industrials 193.0 $7K — NEW — $36.01 -7.1%
657 PATH UIPATH INC Technology 633.0 $7K — NEW — $10.87 +17.1%
658 LITE LUMENTUM HLDGS INC Technology 8.0 $7K — NEW — $858.12 +8.6%
659 VMC VULCAN MATLS CO Basic Materials 23.0 $7K — NEW — $295.04 -16.9%
660 EA ELECTRONIC ARTS INC Communication Services 33.0 $7K — NEW — $205.06 +2.3%
Page 33 of 41  ·  812 positions

① 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%