BEACON INVESTMENT ADVISORS LLC
•CIK: 1961635•Filing: Q4 2025
**BEACON INVESTMENT ADVISORS LLC** manages $249M across a diversified portfolio of 166 positions. The firm maintains significant exposure to technology and industrials, highlighted by top holdings including BRK/B at $13.4M and MSFT at $13.2M. Further concentration is evident in AAPL ($10.3M) and AMAT ($10.1M), suggesting a core focus on established market leaders. This allocation profile points to a value-oriented, large-cap growth mandate.
Total AUM
$249.1M
QoQ Performance
+2.0%
Positions
162
Top 10 Concentration
32.4%
Latest Filing
Q4 2025
Top Holdings Allocation
BRK/B
MSFT
BRK/B5.4%
MSFT5.3%
AAPL4.1%
AMAT4.0%
MAR2.8%
CSTM2.5%
CASY2.2%
INTU2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other50.7%
Technology17.1%
Financial10.1%
Consumer8.7%
Industrial7.3%
Healthcare2.1%
Energy1.7%
Consumer Staples0.6%
Changes from Q3 2025
NEW5 new positions
↑74 increased
↓57 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023