Beacon Investment Advisors LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $244 Billion distributed in 164 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $14.7B, Berkshire Hathaway Inc Class B with a value of $13.3B, Apple Inc. with a value of $9.68B, Applied Materials Inc with a value of $8.05B, and Marriott International Inc with a value of $5.78B.
Examining the 13F form we can see an increase of $12.6B in the current position value, from $232B to 244B.
Beacon Investment Advisors LLC is based out at Gaithersburg, MD
Below you can find more details about Beacon Investment Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$244 Billion
Technology: $55.5 Billion
Industrials: $41.9 Billion
Financial Services: $34.9 Billion
Consumer Cyclical: $34.5 Billion
Consumer Defensive: $23.9 Billion
Real Estate: $11.6 Billion
Energy: $10.6 Billion
Healthcare: $10.4 Billion
Other: $16.6 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
