Institutions / Beacon Investment Advisors LLC
Beacon Investment Advisors LLC
CIK 1961635 · Institution · as of Dec 31, 2025
Portfolio value
$249.27M
Positions
166
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 166 →
| Company | Value | % of portfolio |
|---|---|---|
| Warren E. Buffett | $13.37M | 5.4% |
| Microsoft Corp | $13.24M | 5.3% |
| Apple Inc. | $10.32M | 4.1% |
| Applied Materials Inc /De | $10.09M | 4.0% |
| Marriott International Inc/MD | $6.98M | 2.8% |
| Constellium SE | $6.18M | 2.5% |
| Caseys General Stores Inc | $5.59M | 2.2% |
| Intuit Inc. | $5.12M | 2.1% |
| Costco Wholesale Corp /New | $5.02M | 2.0% |
| Ryanair Holdings PLC | $4.78M | 1.9% |
| Bank of America Corp /De | $4.61M | 1.9% |
| Deere & Co | $4.21M | 1.7% |
| Generac Holdings Inc. | $4.13M | 1.7% |
| Walmart Inc. | $4.09M | 1.6% |
| Cisco Systems, Inc. | $4.06M | 1.6% |
| LPL Financial Holdings Inc. | $3.35M | 1.3% |
| Royal Caribbean Cruises Ltd | $3.28M | 1.3% |
| Profesionally Managed Portfo | $3.26M | 1.3% |
| Graham Holdings Co | $3.21M | 1.3% |
| Lockheed Martin Corp | $3.20M | 1.3% |
| Nvr Inc | $3.18M | 1.3% |
| American Express Co | $3.16M | 1.3% |
| Caterpillar Inc | $2.94M | 1.2% |
| Ryman Hospitality Properties Inc | $2.90M | 1.2% |
| Healthequity, Inc. | $2.89M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.