Beacon Investment Advisors LLC
Annual return '25
+14.9%
SPY '25
+17.7%
Alpha
-2.9ptsvs SPY
Invested
$264.9M
Holdings
170
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AMAT
APPLIED MATLS INC
Q3 2025: Increased +4.3% (37.7k → 39.3k shares)
5.0%
02
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: New position (2.5k shares)
4.8%
03
$MSFT
MICROSOFT CORP
Q1 2026: New position (23.9k shares)
4.0%
04
$AAPL
APPLE INC
Q1 2026: New position (73.4k shares)
3.6%
05
$CSTM
CONSTELLIUM SE
Q2 2025: Increased +0.7% (336.9k → 339.3k shares)
3.0%
06
$MAR
MARRIOTT INTL INC NEW
Q3 2025: Increased +0.8% (22.0k → 22.2k shares)
2.8%
07
$CASY
CASEYS GEN STORES INC
Q4 2024: New position (9.9k shares)
2.8%
08
$GNRC
GENERAC HLDGS INC
Q4 2024: New position (26.2k shares)
2.2%
09
$COST
COSTCO WHOLESALE CORPORATION
Q1 2026: New position (7.5k shares)
2.2%
10
$BAC
BANK AMERICA CORP
Q1 2026: New position (19.6k shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:34 UTC.