BEACON INVESTMENT ADVISORS LLC Diversified Active

Location: Gaithersburg, MD

CIK: 0001961635 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 13, 2026

Total Value: $318M (100.0% shares, 0.0% debt)

Holdings (178)

New Positions (12)

Increased Positions (19)

HQY HEALTHEQUITY INC 2.0%
Value $6.485M (+60.4%) Shares 71,799 (+48.4%) Est. Cost Unrealized
NFLX NETFLIX INC. 0.7%
Value $2.193M (+257.4%) Shares 30,715 (+381.2%) Est. Cost Unrealized
RCL ROYAL CARIBBEAN GROUP 1.4%
Value $4.544M (+40.5%) Shares 14,308 (+21.7%) Est. Cost Unrealized
MAR MARRIOTT INTL INC NEW 2.7%
Value $8.47M (+14.9%) Shares 22,856 (+1.4%) Est. Cost Unrealized
RRX REGAL REXNORD CORPORATION 0.4%
Value $1.366M (+340.9%) Shares 5,736 (+246.6%) Est. Cost Unrealized
AXP AMERICAN EXPRESS CO 1.8%
Value $5.669M (+21.8%) Shares 16,760 (+8.9%) Est. Cost Unrealized
VICI VICI PPTYS INC 0.4%
Value $1.356M (+271.4%) Shares 51,063 (+282.2%) Est. Cost Unrealized
RYAAY RYANAIR HOLDINGS PLC 1.4%
Value $4.307M (+13.3%) Shares 66,521 (+1.1%) Est. Cost Unrealized
MRP MILLROSE PPTYS INC 0.5%
Value $1.735M (+24.3%) Shares 57,731 (+15.9%) Est. Cost Unrealized
BKE BUCKLE INC 0.5%
Value $1.653M (-11.9%) Shares 39,175 (+5.2%) Est. Cost Unrealized
CRM SALESFORCE INC 0.4%
Value $1.234M (-14.3%) Shares 7,876 (+2.1%) Est. Cost Unrealized
RWT REDWOOD TRUST INC 0.4%
Value $1.162M (-14.3%) Shares 245,144 (+1.4%) Est. Cost Unrealized
LKQ LKQ CORP 0.1%
Value $454K (+33.1%) Shares 17,226 (+48.5%) Est. Cost Unrealized
VGT VANGUARD WORLD FD 0.1%
Value $372K (+37.1%) Shares 3,115 (+700.8%) Est. Cost Unrealized
NEWT NEWTEKONE INC 0.1%
Value $251K (+37.2%) Shares 16,961 (+1.4%) Est. Cost Unrealized
OBDC BLUE OWL CAPITAL CORPORATION 0.7%
Value $2.076M (+2.1%) Shares 191,017 (+3.8%) Est. Cost Unrealized
AJG GALLAGHER ARTHUR J & CO 0.1%
Value $250K (+8.7%) Shares 1,091 (+2.5%) Est. Cost Unrealized
PFLT PENNANTPARK FLOATING RATE CA 0.1%
Value $163K (-4.9%) Shares 21,821 (+2.2%) Est. Cost Unrealized
OWL BLUE OWL CAPITAL INC 0.5%
Value $1.509M (+0.3%) Shares 172,420 (+4.7%) Est. Cost Unrealized

Decreased Positions (15)

Unchanged Positions (132)

AMAT APPLIED MATLS INC 8.8%
Value $28.16M Shares 38,952 Est. Cost Unrealized
AMD ADVANCED MICRO DEVICES INC 2.0%
Value $6.321M Shares 10,881 Est. Cost Unrealized
GNRC GENERAC HLDGS INC 2.8%
Value $8.818M Shares 30,115 Est. Cost Unrealized
CSTM CONSTELLIUM SE 3.3%
Value $10.41M Shares 326,719 Est. Cost Unrealized
CSCO CISCO SYS INC 2.0%
Value $6.213M Shares 52,891 Est. Cost Unrealized
CAT CATERPILLAR INC 1.7%
Value $5.403M Shares 5,073 Est. Cost Unrealized
INTU INTUIT 0.8%
Value $2.513M Shares 9,628 Est. Cost Unrealized
AAPL APPLE INC 3.4%
Value $10.74M Shares 37,125 Est. Cost Unrealized
RHP RYMAN HOSPITALITY PPTYS INC 1.2%
Value $3.922M Shares 30,511 Est. Cost Unrealized
SNDK SANDISK CORP 0.4%
Value $1.269M Shares 558 Est. Cost Unrealized
HAE HAEMONETICS CORP MASS 0.9%
Value $2.784M Shares 37,115 Est. Cost Unrealized
BAC BANK OF AMER CORP 1.5%
Value $4.745M Shares 83,283 Est. Cost Unrealized
CASY CASEYS GEN STORES INC 2.5%
Value $7.966M Shares 10,022 Est. Cost Unrealized
FTNT FORTINET INC 0.4%
Value $1.414M Shares 9,204 Est. Cost Unrealized
WDC WESTERN DIGITAL CORP 0.4%
Value $1.144M Shares 1,791 Est. Cost Unrealized
DE DEERE & CO 1.8%
Value $5.726M Shares 9,026 Est. Cost Unrealized
GOOGL ALPHABET INC 1.0%
Value $3.237M Shares 9,057 Est. Cost Unrealized
OCUL OCULAR THERAPEUTIX INC 1.3%
Value $4.273M Shares 435,131 Est. Cost Unrealized
LMT LOCKHEED MARTIN CORP 1.0%
Value $3.321M Shares 6,518 Est. Cost Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 4.2%
Value $13.31M Shares 26,603 Est. Cost Unrealized
CBRL CRACKER BARREL OLD CTRY STOR 0.4%
Value $1.161M Shares 21,788 Est. Cost Unrealized
QCOM QUALCOMM INC 0.5%
Value $1.584M Shares 8,572 Est. Cost Unrealized
LDOS LEIDOS HOLDINGS INC 0.3%
Value $893K Shares 8,675 Est. Cost Unrealized
GLW CORNING INC 0.3%
Value $945K Shares 3,699 Est. Cost Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.7%
Value $2.26M Shares 7,778 Est. Cost Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value $781K Shares 2,290 Est. Cost Unrealized
WMT WALMART INC 1.3%
Value $4.117M Shares 36,347 Est. Cost Unrealized
MSM MSC INDL DIRECT INC 0.5%
Value $1.718M Shares 14,445 Est. Cost Unrealized
FDX FEDEX CORP 0.9%
Value $2.716M Shares 8,674 Est. Cost Unrealized
COST COSTCO WHOLESALE CORPORATION 1.7%
Value $5.329M Shares 5,696 Est. Cost Unrealized
HTLD HEARTLAND EXPRESS INC 0.3%
Value $986K Shares 64,751 Est. Cost Unrealized
XOM EXXON MOBIL CORP 0.4%
Value $1.314M Shares 9,609 Est. Cost Unrealized
CVX CHEVRON CORPORATION 0.4%
Value $1.136M Shares 6,854 Est. Cost Unrealized
SYY SYSCO CORP 0.6%
Value $1.804M Shares 21,580 Est. Cost Unrealized
GHC GRAHAM HLDGS CO 1.0%
Value $3.315M Shares 2,904 Est. Cost Unrealized
VLO VALERO ENERGY CORP 1.4%
Value $4.443M Shares 17,061 Est. Cost Unrealized
JPM JPMORGAN CHASE & CO 0.7%
Value $2.237M Shares 6,833 Est. Cost Unrealized
IVW ISHARES TR 0.4%
Value $1.265M Shares 9,200 Est. Cost Unrealized
IRM IRON MTN INC DEL 0.4%
Value $1.183M Shares 9,369 Est. Cost Unrealized
AUB ATLANTIC UN BANKSHARES CORP 0.5%
Value $1.442M Shares 34,083 Est. Cost Unrealized
DOCN DIGITALOCEAN HLDGS INC 0.2%
Value $481K Shares 3,064 Est. Cost Unrealized
LUV SOUTHWEST AIRLS CO 0.2%
Value $777K Shares 15,110 Est. Cost Unrealized
CNI CANADIAN NATL RY CO 0.5%
Value $1.57M Shares 13,168 Est. Cost Unrealized
ABM ABM INDS INC 0.5%
Value $1.535M Shares 34,694 Est. Cost Unrealized
BJ BJS WHSL CLUB HLDGS INC 0.5%
Value $1.585M Shares 18,177 Est. Cost Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value $1.083M Shares 25,568 Est. Cost Unrealized
LPLA LPL FINL HLDGS INC 0.8%
Value $2.6M Shares 9,231 Est. Cost Unrealized
TWI TITAN INTL INC ILL 0.6%
Value $1.788M Shares 231,928 Est. Cost Unrealized
COF CAPITAL ONE FINL CORP 0.6%
Value $2.024M Shares 10,087 Est. Cost Unrealized
T AT&T INC 0.1%
Value $416K Shares 20,098 Est. Cost Unrealized
AYI ACUITY INC 0.2%
Value $648K Shares 1,720 Est. Cost Unrealized
BFS SAUL CTRS INC 0.4%
Value $1.2M Shares 32,093 Est. Cost Unrealized
TXRH TEXAS ROADHOUSE INC 0.3%
Value $1.023M Shares 5,296 Est. Cost Unrealized
SPG SIMON PPTY GROUP INC NEW 0.3%
Value $889K Shares 3,976 Est. Cost Unrealized
NEM NEWMONT CORP 0.3%
Value $934K Shares 10,000 Est. Cost Unrealized
BSET BASSETT FURNITURE INDS INC 0.2%
Value $715K Shares 40,352 Est. Cost Unrealized
DOW DOW HLDGS INC 0.1%
Value $274K Shares 10,000 Est. Cost Unrealized
UPS UNITED PARCEL SVCS INC 0.6%
Value $1.849M Shares 17,196 Est. Cost Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.1%
Value $436K Shares 913 Est. Cost Unrealized
NVR NVR INC 0.9%
Value $3.001M Shares 440 Est. Cost Unrealized
PSX PHILLIPS 66 0.5%
Value $1.589M Shares 9,401 Est. Cost Unrealized
NSA NATIONAL STORAGE AFFILIATES 0.2%
Value $778K Shares 17,500 Est. Cost Unrealized
DRI DARDEN RESTAURANTS INC 0.7%
Value $2.132M Shares 10,347 Est. Cost Unrealized
HD HOME DEPOT INC 0.5%
Value $1.552M Shares 4,401 Est. Cost Unrealized
TSCO TRACTOR SUPPLY CO 0.1%
Value $253K Shares 7,991 Est. Cost Unrealized
NVDA NVIDIA CORPORATION 0.3%
Value $837K Shares 4,180 Est. Cost Unrealized
GOOG ALPHABET INC 0.2%
Value $570K Shares 1,614 Est. Cost Unrealized
KO COCA COLA CO 0.6%
Value $1.774M Shares 21,825 Est. Cost Unrealized
TRV TRAVELERS COMPANIES INC 0.3%
Value $828K Shares 2,507 Est. Cost Unrealized
ABT ABBOTT LABORATORIES 0.2%
Value $688K Shares 7,577 Est. Cost Unrealized
INVH INVITATION HOMES INC 0.2%
Value $498K Shares 16,471 Est. Cost Unrealized
MSFT MICROSOFT CORP 3.4%
Value $10.73M Shares 28,755 Est. Cost Unrealized
S SENTINELONE INC 0.1%
Value $363K Shares 21,387 Est. Cost Unrealized
CMI CUMMINS INC 0.1%
Value $347K Shares 486 Est. Cost Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.2%
Value $626K Shares 838 Est. Cost Unrealized
ADI ANALOG DEVICES INC 0.1%
Value $401K Shares 1,010 Est. Cost Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value $565K Shares 2,009 Est. Cost Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.5%
Value $1.639M Shares 21,448 Est. Cost Unrealized
AMZN AMAZON COM INC 0.2%
Value $570K Shares 2,390 Est. Cost Unrealized
COP CONOCOPHILLIPS 0.1%
Value $254K Shares 2,438 Est. Cost Unrealized
OHI OMEGA HEALTHCARE INVS INC 0.3%
Value $834K Shares 17,500 Est. Cost Unrealized
COIN COINBASE GLOBAL INC 0.1%
Value $347K Shares 2,371 Est. Cost Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value $410K Shares 16,696 Est. Cost Unrealized
FAST FASTENAL CO 0.5%
Value $1.691M Shares 35,203 Est. Cost Unrealized
C CITIGROUP INC 0.1%
Value $321K Shares 2,295 Est. Cost Unrealized
ETN EATON CORP PLC 0.1%
Value $379K Shares 888 Est. Cost Unrealized
KIM KIMCO REALTY CORP 0.2%
Value $487K Shares 19,200 Est. Cost Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value $1.47M Shares 5,788 Est. Cost Unrealized
PRU PRUDENTIAL FINL INC 0.2%
Value $560K Shares 5,189 Est. Cost Unrealized
GIS GENERAL MILLS INC 0.2%
Value $678K Shares 19,480 Est. Cost Unrealized
UNP UNION PAC CORP 0.1%
Value $458K Shares 1,684 Est. Cost Unrealized
AMH AMERICAN HOMES 4 RENT 0.1%
Value $282K Shares 8,414 Est. Cost Unrealized
D DOMINION ENERGY INC 0.2%
Value $506K Shares 7,410 Est. Cost Unrealized
MRK MERCK & CO INC 0.2%
Value $658K Shares 5,120 Est. Cost Unrealized
SNA SNAP ON INC 0.1%
Value $396K Shares 984 Est. Cost Unrealized
IJR ISHARES TR 0.1%
Value $240K Shares 1,618 Est. Cost Unrealized
DIA STATE STR SPDR DOW JONES IND 0.1%
Value $325K Shares 621 Est. Cost Unrealized
USB US BANCORP 0.1%
Value $262K Shares 4,336 Est. Cost Unrealized
BEPC BROOKFIELD RENEWABLE CORP 0.1%
Value $462K Shares 12,454 Est. Cost Unrealized
RNR RENAISSANCERE HLDGS LTD 0.2%
Value $522K Shares 1,645 Est. Cost Unrealized
KMI KINDER MORGAN INC DEL 0.2%
Value $654K Shares 20,453 Est. Cost Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value $602K Shares 10,447 Est. Cost Unrealized
RTX RTX CORPORATION 0.6%
Value $1.8M Shares 9,486 Est. Cost Unrealized
CALM CAL MAINE FOODS INC 0.4%
Value $1.341M Shares 16,643 Est. Cost Unrealized
BEP BROOKFIELD RENEWABLE ENERGY 0.1%
Value $426K Shares 12,254 Est. Cost Unrealized
FERG FERGUSON ENTERPRISES INC 0.4%
Value $1.419M Shares 5,979 Est. Cost Unrealized
UBSI UNITED BANKSHARES INC WEST V 0.1%
Value $253K Shares 5,517 Est. Cost Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value $293K Shares 1,620 Est. Cost Unrealized
PWV INVESCO EXCHANGE TRADED FD T 0.1%
Value $310K Shares 4,095 Est. Cost Unrealized
AFG AMERICAN FINANCIAL GROUP INC 0.1%
Value $280K Shares 2,000 Est. Cost Unrealized
IP INTERNATIONAL PAPER CO 0.1%
Value $381K Shares 10,000 Est. Cost Unrealized
AMGN AMGEN INC 0.2%
Value $669K Shares 1,847 Est. Cost Unrealized
MKL MARKEL GROUP INC 0.2%
Value $630K Shares 322 Est. Cost Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value $417K Shares 3,291 Est. Cost Unrealized
NVS NOVARTIS AG 0.1%
Value $470K Shares 3,000 Est. Cost Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value $301K Shares 1,112 Est. Cost Unrealized
WM WASTE MGMT INC DEL 0.1%
Value $347K Shares 1,555 Est. Cost Unrealized
EVLV EVOLV TECHNOLOGIES HLDNGS IN 0.1%
Value $235K Shares 40,535 Est. Cost Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value $306K Shares 864 Est. Cost Unrealized
LEN LENNAR CORP 0.1%
Value $228K Shares 2,521 Est. Cost Unrealized
FVD FIRST TR EXCHANGE-TRADED FD 0.1%
Value $378K Shares 7,849 Est. Cost Unrealized
IOT SAMSARA INC 0.1%
Value $388K Shares 11,952 Est. Cost Unrealized
WFC WELLS FARGO & CO 0.1%
Value $223K Shares 2,698 Est. Cost Unrealized
PG PROCTER & GAMBLE CO 0.1%
Value $373K Shares 2,546 Est. Cost Unrealized
SO SOUTHERN CO 0.2%
Value $698K Shares 7,291 Est. Cost Unrealized
UTZ UTZ BRANDS INC 0.1%
Value $173K Shares 22,450 Est. Cost Unrealized
WEC WEC ENERGY GROUP INC 0.1%
Value $340K Shares 2,914 Est. Cost Unrealized
CTAS CINTAS CORP 0.1%
Value $384K Shares 2,258 Est. Cost Unrealized
ENB ENBRIDGE INC 0.6%
Value $1.973M Shares 36,402 Est. Cost Unrealized
YFYA LISTED FDS TR 0.1%
Value $226K Shares 23,055 Est. Cost Unrealized
DLR DIGITAL RLTY TR INC 0.1%
Value $216K Shares 1,203 Est. Cost Unrealized
REDWOOD TRUST INC 0.0%
Value $45,450 Shares 45,000 Est. Cost Unrealized