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BEACON INVESTMENT ADVISORS LLC

Q2 2026 13F filing

Updated 28 days ago

178 disclosed positions worth $318.5M

Portfolio value
$318.5M
Total holdings
178
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-13

Full holdings

Every line item disclosed in Q2 2026

A

APPLIED MATLS INC

Value
$28.2M
Shares
39.0K
% Port
8.84%
B

BERKSHIRE HATHAWAY INC DEL

Value
$13.3M
Shares
26.6K
% Port
4.18%
A

APPLE INC

Value
$10.7M
Shares
37.1K
% Port
3.37%
M

MICROSOFT CORP

Value
$10.7M
Shares
28.8K
% Port
3.37%
C

CONSTELLIUM SE

Value
$10.4M
Shares
326.7K
% Port
3.27%
G

GENERAC HLDGS INC

Value
$8.8M
Shares
30.1K
% Port
2.77%
M
7.MAR

MARRIOTT INTL INC NEW

Value
$8.5M
Shares
22.9K
% Port
2.66%
C

CASEYS GEN STORES INC

Value
$8M
Shares
10.0K
% Port
2.50%
H
9.HQY

HEALTHEQUITY INC

Value
$6.5M
Shares
71.8K
% Port
2.04%
A
10.AMD

ADVANCED MICRO DEVICES INC

Value
$6.3M
Shares
10.9K
% Port
1.99%
C
11.CSCO

CISCO SYS INC

Value
$6.2M
Shares
52.9K
% Port
1.95%
D
12.DE

DEERE & CO

Value
$5.7M
Shares
9.0K
% Port
1.80%
A
13.AXP

AMERICAN EXPRESS CO

Value
$5.7M
Shares
16.8K
% Port
1.78%
C
14.CAT

CATERPILLAR INC

Value
$5.4M
Shares
5.1K
% Port
1.70%
C
15.COST

COSTCO WHOLESALE CORPORATION

Value
$5.3M
Shares
5.7K
% Port
1.67%
B

BANK OF AMER CORP

Value
$4.7M
Shares
83.3K
% Port
1.49%
R
17.RCL

ROYAL CARIBBEAN GROUP

Value
$4.5M
Shares
14.3K
% Port
1.43%
V
18.VLO

VALERO ENERGY CORP

Value
$4.4M
Shares
17.1K
% Port
1.40%
R

RYANAIR HOLDINGS PLC

Value
$4.3M
Shares
66.5K
% Port
1.35%
O
20.OCFC

OCULAR THERAPEUTIX INC

Value
$4.3M
Shares
435.1K
% Port
1.34%
W
21.WMT

WALMART INC

Value
$4.1M
Shares
36.3K
% Port
1.29%
R
22.RHP

RYMAN HOSPITALITY PPTYS INC

Value
$3.9M
Shares
30.5K
% Port
1.23%
L
23.LMT

LOCKHEED MARTIN CORP

Value
$3.3M
Shares
6.5K
% Port
1.04%
G
24.GHC

GRAHAM HLDGS CO

Value
$3.3M
Shares
2.9K
% Port
1.04%
G

ALPHABET INC

Value
$3.2M
Shares
9.1K
% Port
1.02%
N
26.NVR

NVR INC

Value
$3M
Shares
440
% Port
0.94%
H
27.HAE

HAEMONETICS CORP MASS

Value
$2.8M
Shares
37.1K
% Port
0.87%
F
28.FDX

FEDEX CORP

Value
$2.7M
Shares
8.7K
% Port
0.85%
L
29.LPLA

LPL FINL HLDGS INC

Value
$2.6M
Shares
9.2K
% Port
0.82%
?
30.N/A

PROFESIONALLY MANAGED PORTFO

Value
$2.6M
Shares
48.8K
% Port
0.81%
I
31.INTU

INTUIT

Value
$2.5M
Shares
9.6K
% Port
0.79%
F
32.FDX

F5 INC

Value
$2.5M
Shares
6.0K
% Port
0.79%
L
33.LHX

L3HARRIS TECHNOLOGIES INC

Value
$2.3M
Shares
7.8K
% Port
0.71%
J

JPMORGAN CHASE & CO

Value
$2.2M
Shares
6.8K
% Port
0.70%
N
35.NFLX

NETFLIX INC.

Value
$2.2M
Shares
30.7K
% Port
0.69%
D
36.DRI

DARDEN RESTAURANTS INC

Value
$2.1M
Shares
10.3K
% Port
0.67%
O
37.OBDC

BLUE OWL CAPITAL CORPORATION

Value
$2.1M
Shares
191.0K
% Port
0.65%
C

CAPITAL ONE FINL CORP

Value
$2M
Shares
10.1K
% Port
0.64%
E

ENBRIDGE INC

Value
$2M
Shares
36.4K
% Port
0.62%
D

DIAGEO PLC

Value
$2M
Shares
24.3K
% Port
0.61%
U
41.UPS

UNITED PARCEL SVCS INC

Value
$1.8M
Shares
17.2K
% Port
0.58%
S
42.SYY

SYSCO CORP

Value
$1.8M
Shares
21.6K
% Port
0.57%
R
43.RTX

RTX CORPORATION

Value
$1.8M
Shares
9.5K
% Port
0.57%
T
44.TWI

TITAN INTL INC ILL

Value
$1.8M
Shares
231.9K
% Port
0.56%
K
45.KO

COCA COLA CO

Value
$1.8M
Shares
21.8K
% Port
0.56%
M
46.MRP

MILLROSE PPTYS INC

Value
$1.7M
Shares
57.7K
% Port
0.54%
M
47.MSM

MSC INDL DIRECT INC

Value
$1.7M
Shares
14.4K
% Port
0.54%
F
48.FAST

FASTENAL CO

Value
$1.7M
Shares
35.2K
% Port
0.53%
B
49.BKE

BUCKLE INC

Value
$1.7M
Shares
39.2K
% Port
0.52%
A
50.ADM

ARCHER DANIELS MIDLAND CO

Value
$1.6M
Shares
21.4K
% Port
0.51%