Top 50 Beacon Investment Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | 5.03% | 39.0K | $13.3M | -0.69%(-272) | $130.47(+237.68%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.81% | 26.6K | $12.7M | -0.08%(-20) | $309.23(+56.54%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.02% | 28.7K | $10.6M | +4.93%(+1.35K) | $281.12(+45.64%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.56% | 37.1K | $9.4M | -2.26%(-859) | $135.98(+119.31%) | 2026-03-31 | |
| CSTM | CONSTELLIUM SE | 3.03% | 327.0K | $8.0M | -0.29%(-952) | $12.46(+168.93%) | 2026-03-31 | |
| MAR | MARRIOTT INTL INC NEW | 2.78% | 22.5K | $7.4M | +0.18%(+41) | $219.11(+61.32%) | 2026-03-31 | |
| CASY | CASEYS GEN STORES INC | 2.75% | 10.0K | $7.3M | -0.88%(-89) | $303.81(+188.83%) | 2026-03-31 | |
| GNRC | GENERAC HLDGS INC | 2.23% | 30.2K | $5.9M | -0.37%(-113) | $131.32(+110.55%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 2.15% | 5.7K | $5.7M | -1.70%(-99) | $468.90(+122.06%) | 2026-03-31 | |
| DE | DEERE & CO | 1.92% | 9.0K | $5.1M | -0.28%(-25) | $385.05(+49.24%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.39% | +49.67% |
| Top 20 Holdings Unweighted | +13.49% | +46.19% |
Sign up free to track Beacon Investment Advisors Llc, compare funds side by side, and get alerts the moment positions change.