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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 $211,679,624
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 26,368 $14,043,547 6.63%
2.
Microsoft Corp
 MSFT 28,312 $10,628,239 5.02%
3.
Apple Inc.
 AAPL 37,876 $8,413,510 3.97%
4.
Costco Wholesale Corp W
 COST 6,003 $5,677,632 2.68%
5.
Applied Materials Inc
 AMAT 37,254 $5,406,418 2.55%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)