Holdings
Beacon Financial Strategies CORP
As of Sep 30, 2026, Beacon Financial Strategies CORP reported 137 positions worth US$15.3M. Largest: Amazon.com, Inc., Apple Inc and Eli Lilly And Company. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Amazon.com, Inc. | 6,837 | US$1.7M | +67 | Sep 30, 2026 |
| Apple Inc | 3,349 | US$1.12M | +723 | Sep 30, 2026 |
| Eli Lilly And Company | 938 | US$1.09M | +137 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 2,423 | US$831K | −4 | Sep 30, 2026 |
| Texas Instruments Incorporated | 1,988 | US$557K | −137 | Sep 30, 2026 |
| Gsk Plc | 11,358 | US$547K | no change | Sep 30, 2026 |
| International Business Machines Corporation | 2,475 | US$544K | −47 | Sep 30, 2026 |
| Merck & Company, Inc. | 3,697 | US$537K | −99 | Sep 30, 2026 |
| Nvidia Corporation | 2,153 | US$492K | +901 | Sep 30, 2026 |
| Johnson & Johnson | 1,698 | US$449K | −6 | Sep 30, 2026 |