Holdings
Beacon Investment Advisors LLC
As of Jun 30, 2026, Beacon Investment Advisors LLC reported 157 positions worth US$289M. Largest: Applied Materials, Inc., Berkshire Hathaway Inc. and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Applied Materials, Inc. | 38,952 | US$28.2M | −29 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 26,603 | US$13.3M | +21 | Jun 30, 2026 |
| Apple Inc | 37,125 | US$10.7M | +13 | Jun 30, 2026 |
| Microsoft Corp. | 28,755 | US$10.7M | +19 | Jun 30, 2026 |
| Generac Holdings Inc. | 30,115 | US$8.82M | −72 | Jun 30, 2026 |
| Marriott International | 22,856 | US$8.47M | +325 | Jun 30, 2026 |
| Caseys General Stores, Inc. | 10,022 | US$7.97M | −2 | Jun 30, 2026 |
| Healthequity, Inc. | 71,799 | US$6.48M | +23,408 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 10,881 | US$6.32M | −1 | Jun 30, 2026 |
| Cisco Systems, Inc. | 52,891 | US$6.21M | +137 | Jun 30, 2026 |