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Cornell P Abod

Beacon Investment Advisors Llc

Assets Managed
$264.919M
Holdings
171
Last Quarter
2026 - Q1
Filed Date
27d ago
Growth Rate
6.28%(2Q avg: 4.12%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Beacon Investment Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 171 positions.

Assets under management

The assets under management (AUM) of Beacon Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 264.919M in assets, with a quarterly growth rate of 6.28% and a 2-quarter average growth rate of 4.12%. The portfolio is managed by Cornell P Abod, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AMAT
Applied Materials Inc
Recent Activity
Decreased -0.69%
5.03%
$13.323M
38,981 shares@ $341.8 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.07%
4.81%
$12.738M
26,582 shares@ $479.21 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 4.94%
4.02%
$10.637M
28,736 shares@ $370.17 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.26%
3.56%
$9.419M
37,112 shares@ $253.79 avg price
CSTM
Constellium Se
Recent Activity
Decreased -0.29%
3.04%
$8.037M
326,966 shares@ $24.59 avg price
MAR
Marriott International -cl A
Recent Activity
Increased 0.19%
2.79%
$7.369M
22,531 shares@ $327.07 avg price
CASY
Casey's General Stores Inc
Recent Activity
Decreased -0.88%
2.76%
$7.296M
10,024 shares@ $727.89 avg price
GNRC
Generac Holdings Inc
Recent Activity
Decreased -0.37%
2.23%
$5.896M
30,187 shares@ $195.34 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -1.7%
2.16%
$5.697M
5,717 shares@ $996.49 avg price
DE
Deere & Co
Recent Activity
Decreased -0.27%
1.92%
$5.08M
9,019 shares@ $563.32 avg price

1-10 of 171