BEACON INVESTMENT ADVISORS LLC
BEACON INVESTMENT ADVISORS LLC reported 178 positions worth $318.5M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: AMAT (8.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AMAT | SH | $28.2M | 8.84% | 38,952 | — | — | |
| ▸ 2 | BRK-B | SH | $13.3M | 4.18% | 26,603 | — | — | |
| ▸ 3 | AAPL | SH | $10.7M | 3.37% | 37,125 | — | — | |
| ▸ 4 | MSFT | SH | $10.7M | 3.37% | 28,755 | — | — | |
| ▸ 5 | CSTM | SH | $10.4M | 3.27% | 326,719 | — | — | |
| ▸ 6 | GNRC | SH | $8.8M | 2.77% | 30,115 | — | — | |
| ▸ 7 | MAR | SH | $8.5M | 2.66% | 22,856 | — | — | |
| ▸ 8 | CASY | SH | $8.0M | 2.50% | 10,022 | — | — | |
| ▸ 9 | HQY | SH | $6.5M | 2.04% | 71,799 | — | — | |
| ▸ 10 | AMD | SH | $6.3M | 1.98% | 10,881 | — | — |
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Frequently Asked Questions
What stocks does BEACON INVESTMENT ADVISORS LLC hold as of Q2 2026?
BEACON INVESTMENT ADVISORS LLC reported 178 positions worth $318.5M in its Q2 2026 13F filing. Largest positions: AMAT (8.8%), BRK-B (4.2%), AAPL (3.4%), MSFT (3.4%) and CSTM (3.3%).
What did BEACON INVESTMENT ADVISORS LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did BEACON INVESTMENT ADVISORS LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.