account_balance

Investment manager · 13F filer · SEC CIK 1961635

Beacon Investment Advisors LLC

Reported value$302Mas of Sep 30, 2026
Positions175 2 new, 5 sold out
Top 10 weight33.9%AMAT alone is 7%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AMAT Applied Materials Inc 6.5% HeldMSFT Microsoft Corp 4.9% HeldBRK-B Berkshire Hathaway Inc 4.4% HeldAAPL Apple Inc. 4.0% HeldMAR Marriott International Inc 2.7% HeldCSTM Constellium SE 2.6% HeldCASY Casey's General Stores Inc 2.3% Added +14%AMD Advanced Micro Devices Inc 2.2% HeldVLO Valero Energy Corp 2.2% HeldHQY HealthEquity, Inc. 2.1% HeldGNRC Generac Holdings Inc. 2.0% HeldDE Deere & Co 2.0% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 13, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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