BEACON INVESTMENT ADVISORS LLC - Portfolio overview

BEACON INVESTMENT ADVISORS LLC has 172 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. AMAT - APPLIED MATLS INC, 5.02%
2. BRKB - BERKSHIRE HATHAWAY INC DEL, 4.80%
3. MSFT - MICROSOFT CORP, 4.01%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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