BEACON INVESTMENT ADVISORS LLC: 13F holdings
CIK 19616352026Q2
| Positions | 178 |
|---|
| Reported value | $318.5m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 178 (+7 vs prior quarter) |
|---|
| Reported value | $318.5m (+20.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMAT APPLIED MATLS INC | 38,952 | $28.2m | 8.8% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 26,603 | $13.3m | 4.2% |
| AAPL APPLE INC | 37,125 | $10.7m | 3.4% |
| MSFT MICROSOFT CORP | 28,755 | $10.7m | 3.4% |
| CONSTELLIUM SE | 326,719 | $10.4m | 3.3% |
| GNRC GENERAC HLDGS INC | 30,115 | $8.8m | 2.8% |
| MAR MARRIOTT INTL INC NEW | 22,856 | $8.5m | 2.7% |
| CASY CASEYS GEN STORES INC | 10,022 | $8.0m | 2.5% |
| HQY HEALTHEQUITY INC | 71,799 | $6.5m | 2.0% |
| AMD ADVANCED MICRO DEVICES INC | 10,881 | $6.3m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1961635")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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