Fund HoldingsBEACON INVESTMENT ADVISORS LLC

Total Portfolio Value
$318.46M
Total Bought
$31.99M
Total Sold
$38.09M
Net Transaction
-$6.11M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
APPLIED MATLS INC38,98138,952-2913,32328,1638.84%+14,839
ADVANCED MICRO DEVICES INC(AMD)10,88210,881-12,2146,3211.98%+4,108
GENERAC HLDGS INC(GNRC)30,18730,115-725,8968,8182.77%+2,922
HEALTHEQUITY INC(HQY)48,39171,799+23,4084,0446,4852.04%+2,441
CONSTELLIUM SE(CSTM)326,966326,719-2478,03710,4133.27%+2,376
CISCO SYS INC(CSCO)52,75452,891+1374,0936,2131.95%+2,119
CATERPILLAR INC(CAT)5,0785,073-53,5975,4031.70%+1,805
NETFLIX INC.(NFLX)6,38330,715+24,3326142,1930.69%+1,579
ROBERT HALF INC.(RHI)048,454+48,45401,4880.47%+1,488
APPLE INC(AAPL)37,11237,125+139,41910,7433.37%+1,324
ROYAL CARIBBEAN GROUP
COM
11,75514,308+2,5533,2354,5441.43%+1,309
RYMAN HOSPITALITY PPTYS INC(RHP)30,42030,511+912,8073,9221.23%+1,115
MARRIOTT INTL INC NEW(MAR)22,53122,856+3257,3698,4702.66%+1,101
REGAL REXNORD CORPORATION(RRX)1,6555,736+4,0813101,3660.43%+1,057
AMERICAN EXPRESS CO(AXP)15,38516,760+1,3754,6545,6691.78%+1,015
VICI PPTYS INC(VICI)13,36251,063+37,7013651,3560.43%+991
SANDISK CORP(SNDK)55855803551,2690.40%+914
HONEYWELL INTL INC03,818+3,81808550.27%+855
HONEYWELL AEROSPACE INC03,818+3,81808440.27%+844
F5 INC(FFIV)6,1886,012-1761,7902,5010.79%+710
HAEMONETICS CORP MASS(HAE)37,11537,11502,0922,7840.87%+692
BANK OF AMER CORP83,22983,283+544,0574,7451.49%+688
CASEYS GEN STORES INC(CASY)10,02410,022-27,2967,9662.50%+669
FORTINET INC(FTNT)9,2049,20407521,4140.44%+662
WESTERN DIGITAL CORP(WDC)1,7911,79104841,1440.36%+660
FEDEX FGHT HLDG CO INC04,307+4,30706500.20%+650
DEERE & CO(DE)9,0199,026+75,0805,7261.80%+645
ALPHABET INC(GOOG)9,0569,057+12,6043,2371.02%+633
OCULAR THERAPEUTIX INC(OCUL)430,876435,131+4,2553,6504,2731.34%+623
BERKSHIRE HATHAWAY INC DEL26,58226,603+2112,73813,3124.18%+574
CRACKER BARREL OLD CTRY STOR(CBRL)21,83021,788-426141,1610.36%+548
RYANAIR HOLDINGS PLC(RYAAY)65,80066,521+7213,8034,3071.35%+504
QUALCOMM INC(QCOM)8,5728,57201,1041,5840.50%+480
DEVON ENERGY CORP NEW(DVN)010,987+10,98704540.14%+454
CORNING INC(GLW)3,7003,699-15039450.30%+442
PALO ALTO NETWORKS INC(PANW)2,2902,29003677810.25%+414
MSC INDL DIRECT INC(MSM)14,50314,445-581,3381,7180.54%+380
KLA CORP(KLAC)01,174+1,17403540.11%+354
MILLROSE PPTYS INC(MRP)49,83057,731+7,9011,3951,7350.54%+340
HEARTLAND EXPRESS INC(HTLD)64,83164,751-806749860.31%+311
INTEL CORP(INTC)02,217+2,21703100.10%+310
SYSCO CORP(SYY)21,60121,580-211,5411,8040.57%+263
GRAHAM HLDGS CO(GHC)2,9032,904+13,0693,3151.04%+246
VALERO ENERGY CORP(VLO)17,02917,061+324,2084,4431.40%+236
CVS HEALTH CORP(CVS)02,250+2,25002330.07%+233
JPMORGAN CHASE & CO(JPM)6,8306,833+32,0092,2370.70%+228
PRICE T ROWE GROUP INC(TROW)10,19410,073-1219191,1450.36%+226
ISHARES TR9,2009,20001,0411,2650.40%+225
IRON MTN INC DEL(IRM)9,3889,369-199591,1830.37%+225
ATLANTIC UN BANKSHARES CORP(AUB)34,20234,083-1191,2221,4420.45%+220
DIGITALOCEAN HLDGS INC(DOCN)3,0643,06402634810.15%+218
TORONTO DOMINION BK ONT(TD)01,734+1,73402110.07%+211
SOUTHWEST AIRLS CO(LUV)15,09415,110+165677770.24%+210
T ROWE PRICE EXCHANGE-TRADED
PRICE DIV GRWT
04,244+4,24402080.07%+208
T ROWE PRICE EXCHANGE-TRADED
PRICE EQT INCOME
04,121+4,12102080.07%+208
CANADIAN NATL RY CO(CNI)13,29413,168-1261,3661,5700.49%+204
WATERS CORP(WAT)0541+54102030.06%+203
ABM INDS INC34,70134,694-71,3371,5350.48%+198
TITAN INTL INC ILL(TWI)231,929231,928-11,6031,7880.56%+186
CAPITAL ONE FINL CORP(COF)10,07810,087+91,8392,0240.64%+185
ACUITY INC(AYI)1,7201,72004826480.20%+166
SAUL CTRS INC(BFS)31,79232,093+3011,0361,2000.38%+164
TEXAS ROADHOUSE INC(TXRH)5,2835,296+138721,0230.32%+151
SIMON PPTY GROUP INC NEW(SPG)3,9603,976+167398890.28%+151
BASSETT FURNITURE INDS INC40,11740,352+2355687150.22%+147
UNITED PARCEL SVCS INC(UPS)17,35317,196-1571,7071,8490.58%+142
BAXTER INTL INC42,68340,236-2,4477178580.27%+141
TAIWAN SEMICONDUCTOR MANUFAC(TSM)91391303094360.14%+128
NVR INC(NVR)437440+32,8763,0010.94%+125
NATIONAL STORAGE AFFILIATES17,50017,50006607780.24%+118
LKQ CORP(LKQ)11,60217,226+5,6243414540.14%+113
DARDEN RESTAURANTS INC(DRI)10,30510,347+422,0202,1320.67%+111
HOME DEPOT INC(HD)4,3834,401+181,4411,5520.49%+111
NVIDIA CORPORATION(NVDA)4,1784,180+27298370.26%+108
ALPHABET INC(GOOG)1,6131,614+14635700.18%+108
COCA COLA CO(KO)21,93721,825-1121,6681,7740.56%+105
VANGUARD WORLD FD
INF TECH ETF
3893,115+2,7262723720.12%+101
TRAVELERS COMPANIES INC(TRV)2,5072,50707318280.26%+96
INVITATION HOMES INC(INVH)16,39716,471+744074980.16%+90
MICROSOFT CORP(MSFT)28,73628,755+1910,63710,7273.37%+89
SENTINELONE INC(S)21,38721,38702753630.11%+87
CUMMINS INC(CMI)485486+12613470.11%+86
KOHLS CORP(KSS)21,14220,078-1,0642733560.11%+83
DIAGEO PLC(DEO)25,10824,276-8321,8691,9510.61%+82
STATE STR SPDR S&P 500 ETF T(SPY)83883805456260.20%+82
ANALOG DEVICES INC(ADI)1,0081,010+23214010.13%+81
INTERNATIONAL BUSINESS MACHS(IBM)2,0092,00904875650.18%+78
MURPHY USA INC(MUSA)2,2242,183-411,0991,1770.37%+78
ARCHER DANIELS MIDLAND CO21,54621,448-981,5661,6390.51%+72
AMAZON COM INC(AMZN)2,3902,39004985700.18%+72
NEWTEKONE INC(NEWT)16,72316,961+2381832510.08%+68
OMEGA HEALTHCARE INVS INC(OHI)17,50017,50007678340.26%+68
SINCLAIR INC(SBGI)55,99755,399-5987257890.25%+65
FASTENAL CO(FAST)35,10935,203+941,6291,6910.53%+62
GENUINE PARTS CO(GPC)7,4067,156-2507838440.27%+61
CITIGROUP INC(C)2,2952,29502603210.10%+61
EATON CORP PLC(ETN)895888-73203790.12%+58
KIMCO REALTY CORP(KIM)19,11019,200+904294870.15%+57
JOHNSON & JOHNSON(JNJ)5,7835,788+51,4141,4700.46%+56
PRUDENTIAL FINL INC(PFH)5,1795,189+105065600.18%+54
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BEACON INVESTMENT ADVISORS LLC — 13F Holdings — Q2 2026 | TickerTrail