Long-term investor
Beacon Investment Advisors LLC @beaconinvestmentadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001961635).
Record
- Tracked since 2025-06-30 (472 days), 86 trades recorded
- Returns: week n/a · month n/a · 90 days -15.9% · 6 months +18.7% · 1 year +33.8% · all +33.8%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AMAT · 8.8% · long · since 2025-06-30
- BRK-B · 4.2% · long · since 2025-06-30
- AAPL · 3.4% · long · since 2025-06-30
- MSFT · 3.4% · long · since 2025-06-30
- CSTM · 3.3% · long · since 2025-06-30
- GNRC · 2.8% · long · since 2025-06-30
- MAR · 2.7% · long · since 2025-06-30
- 147528103 · 2.5% · long · since 2025-06-30
- HQY · 2.0% · long · since 2025-09-30
- AMD · 2.0% · long · since 2025-06-30
- CSCO · 2.0% · long · since 2025-06-30
- DE · 1.8% · long · since 2025-06-30