Notify me when BEACON INVESTMENT ADVISORS LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 166 | $249,274,590 | +$9,532,529 | -$9,110,522 | +$422,007 | BRKB, MSFT, AAPL, AMAT, MAR | 13F-HR | 17 Feb 2026, 06:33 |
| Q3 2025 | 164 | $244,490,880 | +$6,222,048 | -$1,898,509 | +$4,323,539 | MSFT, BRKB, AAPL, AMAT, MAR | 13F-HR | 14 Nov 2025, 14:54 |
| Q2 2025 | 161 | $231,923,954 | +$6,078,650 | -$2,314,564 | +$3,764,086 | MSFT, BRKB, AAPL, AMAT, INTU | 13F-HR | 14 Aug 2025, 12:32 |
| Q1 2025 | 156 | $211,679,624 | +$5,420,527 | -$972,180 | +$4,448,347 | BRKB, MSFT, AAPL, COST, AMAT | 13F-HR | 15 May 2025, 09:48 |
| Q4 2024 | 154 | $212,804,157 | +$8,576,878 | -$3,125,807 | +$5,451,071 | BRKB, MSFT, AAPL, MAR, AMAT | 13F-HR | 14 Feb 2025, 08:35 |
| Q3 2024 | 152 | $211,336,832 | +$10,220,306 | -$2,763,226 | +$7,457,080 | BRKB, MSFT, AAPL, MAR, COST | 13F-HR | 14 Nov 2024, 09:07 |
| Q2 2024 | 151 | $195,492,334 | +$25,952,234 | -$2,715,417 | +$23,236,817 | MSFT, BRKB, AAPL, CSTM, AMAT | 13F-HR | 14 Aug 2024, 09:23 |
| Q1 2024 | 133 | $175,444,798 | +$12,334,476 | -$1,904,585 | +$10,429,891 | BRKB, MSFT, AAPL, CSTM, INTU | 13F-HR | 13 May 2024, 14:17 |
| Q4 2023 | 129 | $156,618,815 | +$3,021,236 | -$3,489,406 | -$468,170 | MSFT, BRKB, AAPL, CSTM, INTU | 13F-HR | 13 Feb 2024, 16:39 |
| Q3 2023 | 125 | $141,337,245 | +$6,503,045 | -$6,623,669 | -$120,624 | BRKB, MSFT, AAPL, INTU, CSTM | 13F-HR | 07 Nov 2023, 15:48 |
| Q2 2023 | 126 | $146,385,951 | +$10,590,273 | -$8,201,614 | +$2,388,659 | AAPL, BRKB, MSFT, CSTM, DE | 13F-HR | 03 Aug 2023, 09:43 |
| Q1 2023 | 128 | $137,031,214 | +$13,671,671 | -$3,787,629 | +$9,884,042 | BRKB, AAPL, MSFT, INTU, DE | 13F-HR | 12 May 2023, 11:45 |
| Q4 2022 | 126 | $119,746,623 | $0 | $0 | $0 | MSFT, AAPL, BRKB, DE, INTU | 13F-HR | 09 Feb 2023, 09:15 |