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Home > Institutional Investor > Beacon Investment Advisors Llc > Profile

Instuitional Investor - Beacon Investment Advisors Llc

Fund Profile
Filing Period:
Fund Name: Beacon Investment Advisors Llc
Portfolio Value $212,804,157
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 26,371 $11,953,809 5.61%
2.
Microsoft Corp
 MSFT 28,221 $11,895,365 5.58%
3.
Apple Inc.
 AAPL 37,822 $9,471,420 4.45%
4.
Marriott International Inc
 MAR 21,961 $6,125,818 2.87%
5.
Applied Materials Inc
 AMAT 37,183 $6,047,084 2.84%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)