Fund HoldingsBEACON INVESTMENT ADVISORS LLC

Total Portfolio Value
$156.62M
Total Bought
$13.55M
Total Sold
$4.78M
Net Transaction
+$8.77M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)022,972+22,97208,6385.52%+8,638
GENERAC HLDGS INC(GNRC)20,09625,973+5,8772,1903,3572.14%+1,167
RYANAIR HOLDINGS PLC(RYAAY)024,632+24,63203,2852.10%+3,285
RYMAN HOSPITALITY PPTYS INC(RHP)029,857+29,85703,2862.10%+3,286
CONSTELLIUM SE(CSTM)251,098266,698+15,6004,5705,3233.40%+753
APPLIED MATLS INC22,38622,507+1213,0993,6482.33%+548
INTUIT(INTU)9,0838,216-8674,6415,1353.28%+494
ROYAL CARIBBEAN GROUP
COM
012,044+12,04401,5601.00%+1,560
DARDEN RESTAURANTS INC(DRI)021,205+21,20503,4842.22%+3,484
BANK AMERICA CORP68,29468,521+2271,8702,3071.47%+437
NVR INC(NVR)366371+52,1832,5971.66%+415
COSTCO WHSL CORP NEW(COST)6,2045,922-2823,5053,9092.50%+404
BUCKLE INC(BKE)24,68725,625+9388241,2180.78%+393
AMERICAN EXPRESS CO(AXP)09,328+9,32801,7481.12%+1,748
GRAHAM HLDGS CO(GHC)2,9532,955+21,7222,0581.31%+337
PALO ALTO NETWORKS INC(PANW)01,038+1,03803060.20%+306
LOCKHEED MARTIN CORP(LMT)05,540+5,54002,5111.60%+2,511
CANADIAN NATL RY CO(CNI)015,178+15,17801,9071.22%+1,907
DEERE & CO(DE)010,546+10,54604,2172.69%+4,217
GOLDEN ENTMT INC043,679+43,67901,7441.11%+1,744
WATERS CORP(WAT)0722+72202380.15%+238
SPDR DOW JONES INDL AVERAGE(DIA)0599+59902260.14%+226
TITAN INTL INC ILL154,363154,36302,0732,2971.47%+224
HOME DEPOT INC(HD)4,5804,618+381,3841,6011.02%+217
AMGEN INC(AMGN)9,2269,342+1162,4792,6911.72%+211
COINBASE GLOBAL INC(COIN)2,7292,371-3582054120.26%+207
UNITED BANKSHARES INC WEST V(UBSI)05,374+5,37402020.13%+202
BERKSHIRE HATHAWAY INC DEL23,35723,502+1458,1828,3825.35%+200
MARRIOTT INTL INC NEW(MAR)6,0266,126+1001,1851,3820.88%+197
HONEYWELL INTL INC(HON)07,429+7,42901,5580.99%+1,558
L3HARRIS TECHNOLOGIES INC(LHX)4,3964,540+1447659560.61%+191
SYSCO CORP(SYY)024,680+24,68001,8051.15%+1,805
KOHLS CORP(KSS)19,14820,044+8964015750.37%+174
SKECHERS U S A INC12,29012,29006027660.49%+165
SENTINELONE INC(S)37,53029,038-8,4926337970.51%+164
FASTENAL CO(FAST)14,41414,482+687889380.60%+150
ALPHABET INC(GOOG)8,9059,405+5001,1651,3140.84%+148
BLUE OWL CAPITAL CORPORATION(OBDC)120,331122,952+2,6211,6671,8151.16%+148
LEIDOS HOLDINGS INC(LDOS)8,7638,775+128089500.61%+142
CAL MAINE FOODS INC(CALM)17,40917,091-3188439810.63%+138
CRACKER BARREL OLD CTRY STOR(CBRL)08,746+8,74606740.43%+674
SIMON PPTY GROUP INC NEW(SPG)3,7583,781+234065390.34%+133
TEXAS ROADHOUSE INC(TXRH)4,7884,801+134605870.37%+127
LENNAR CORP(LEN)3,1183,125+73504660.30%+116
SINCLAIR INC(SBGI)062,217+62,21708110.52%+811
CATERPILLAR INC(CAT)4,5114,533+221,2321,3400.86%+109
ENBRIDGE INC(ENB)033,665+33,66501,2130.77%+1,213
SAUL CTRS INC(BFS)24,92925,110+1818799860.63%+107
IRON MTN INC DEL(IRM)9,5779,642+655696750.43%+105
LIONS GATE ENTMNT CORP43,67943,126-5533704700.30%+100
REDWOOD TRUST INC222,673227,457+4,7841,5881,6851.08%+98
PHILLIPS 66(PSX)5,0575,273+2166087020.45%+94
ANALOG DEVICES INC(ADI)3,8803,88006797700.49%+91
BASSETT FURNITURE INDS INC42,80842,991+1836277140.46%+87
TRUIST FINL CORP(TFC)9,0499,178+1292593390.22%+80
WEYERHAEUSER CO MTN BE(WY)19,94119,788-1536116880.44%+77
KIMCO RLTY CORP(KIM)19,91420,012+983504260.27%+76
JPMORGAN CHASE & CO(JPM)1,9532,089+1362833550.23%+72
AMAZON COM INC(AMZN)1,9162,076+1602443150.20%+72
UTZ BRANDS INC24,34924,406+573273960.25%+69
TRAVELERS COMPANIES INC(TRV)2,4772,478+14054720.30%+67
RTX CORPORATION(RTX)04,695+4,69503950.25%+395
F5 INC(FFIV)7,5387,138-4001,2151,2780.82%+63
VERIZON COMMUNICATIONS INC(VZ)14,68614,252-4344765370.34%+61
ATLANTIC UN BANKSHARES CORP(AUB)7,2907,292+22102660.17%+57
REALTY INCOME CORP(O)6,4066,549+1433203760.24%+56
ACUITY BRANDS INC(AYI)1,5611,563+22663200.20%+54
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
11,10211,228+1262412950.19%+54
UNITED PARCEL SERVICE INC(UPS)011,658+11,65801,8331.17%+1,833
MSC INDL DIRECT INC(MSM)13,71613,747+311,3461,3920.89%+46
BEST BUY INC(BBY)4,4204,436+163073470.22%+40
PRICE T ROWE GROUP INC(TROW)9,1939,324+1319641,0040.64%+40
MEDTRONIC PLC(MDT)8,9188,955+376997380.47%+39
SOUTHERN CO(SO)7,0307,033+34554930.31%+38
SPDR S&P 500 ETF TR(SPY)747750+33193560.23%+37
BAXTER INTL INC031,326+31,32601,2110.77%+1,211
GENERAL MLS INC(GIS)14,02314,317+2948979330.60%+35
INTERFACE INC(TILE)12,51812,522+41231580.10%+35
ILLINOIS TOOL WKS INC(ITW)1,0881,090+22512860.18%+35
VICI PPTYS INC(VICI)9,6859,939+2542823170.20%+35
REDWOOD TRUST INC00062960.06%+34
SNAP ON INC(SNA)969973+42472810.18%+34
INVITATION HOMES INC(INVH)13,13213,160+284164490.29%+33
AT&T INC(T)25,70424,711-9933864150.26%+29
SOUTHWEST AIRLS CO(LUV)016,454+16,45404750.30%+475
GLADSTONE COMMERCIAL CORP21,03521,283+2482562820.18%+26
DUKE ENERGY CORP NEW(DUK)2,7772,774-32452690.17%+24
INTELLICHECK INC011,926+11,9260230.01%+23
COCA COLA CO(KO)23,70822,893-8151,3271,3490.86%+22
PENNANTPARK FLOATING RATE CA(PFLA)12,48812,622+1341331530.10%+20
AMERICAN HOMES 4 RENT(AMH)6,7166,803+872262450.16%+18
ELME COMMUNITIES13,64513,768+1231862010.13%+15
AMERICAN FINL GROUP INC OHIO2,0002,00002232380.15%+14
JOHNSON & JOHNSON(JNJ)03,139+3,13904920.31%+492
ALPHABET INC(GOOG)1,5411,54102032170.14%+14
ABM INDS INC11,20910,303-9064484620.29%+13
WEC ENERGY GROUP INC(WEC)2,6242,631+72112210.14%+10
HAEMONETICS CORP MASS(HAE)00056570.04%+1
WESTERN DIGITAL CORP.(WDC)00076770.05%+1
RWT HLDGS INC00014140.01%0
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