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 2025-12-31 (249 days), 56 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.5% · 6 months n/a · 1 year n/a · all +10.6%
  • Max drawdown n/a · win rate 43% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AMAT · 8.8% · long · since 2025-12-31
  • BRK-B · 4.2% · long · since 2025-12-31
  • AAPL · 3.4% · long · since 2025-12-31
  • MSFT · 3.4% · long · since 2025-12-31
  • CSTM · 3.3% · long · since 2025-12-31
  • GNRC · 2.8% · long · since 2025-12-31
  • MAR · 2.7% · long · since 2025-12-31
  • 147528103 · 2.5% · long · since 2025-12-31
  • HQY · 2.0% · long · since 2025-12-31
  • AMD · 2.0% · long · since 2025-12-31
  • CSCO · 2.0% · long · since 2025-12-31
  • DE · 1.8% · long · since 2025-12-31

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