13F Filings History of BEACON INVESTMENT ADVISORS LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$249,274,590
Signature - Title
Cornell P Abod - Principal
Location
Gaithersburg, MD
Summary
This page shows a list of all the recent 13F filings made by BEACON INVESTMENT ADVISORS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BEACON INVESTMENT ADVISORS LLC reported 166 stock holdings with total value $249,274,590 as of Q4 2025. Top holdings included BRKB, MSFT, AAPL, AMAT, and MAR.

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Holdings Value
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