Long-term investor

Beacon Investment Advisory Services, Inc. @beaconinvestmentadvisory

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001654599).

Record

  • Tracked since 2025-06-30 (431 days), 67 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.5% · 6 months +8.8% · 1 year +14.3% · all +14.3%
  • Max drawdown -3.0% · Sharpe 0.89 · win rate 17% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 922908769 · 7.3% · long · since 2025-06-30
  • 464287804 · 6.4% · long · since 2025-06-30
  • 921943858 · 3.0% · long · since 2025-06-30
  • 464285204 · 2.9% · long · since 2025-06-30
  • AMD · 2.7% · long · since 2025-06-30
  • AAPL · 2.7% · long · since 2025-06-30
  • MSFT · 2.5% · long · since 2025-06-30
  • 92206C409 · 2.5% · long · since 2025-06-30
  • 464287457 · 2.4% · long · since 2025-06-30
  • AMAT · 2.3% · long · since 2025-06-30
  • NVDA · 2.3% · long · since 2025-06-30
  • JPM · 2.0% · long · since 2025-06-30

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