| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 4 | Q3 2023 | 5.8% |
| APPLE INC | 4 | Q3 2023 | 5.6% |
| MICROSOFT CORP | 4 | Q3 2023 | 5.4% |
| INTUIT | 4 | Q3 2023 | 3.3% |
| DEERE & CO | 4 | Q3 2023 | 3.4% |
| CONSTELLIUM SE | 4 | Q3 2023 | 3.2% |
| DARDEN RESTAURANTS INC | 4 | Q3 2023 | 2.4% |
| COSTCO WHSL CORP NEW | 4 | Q3 2023 | 2.5% |
| APPLIED MATLS INC | 4 | Q3 2023 | 2.2% |
| CISCO SYS INC | 4 | Q3 2023 | 2.0% |
View BEACON INVESTMENT ADVISORS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-09 |
View BEACON INVESTMENT ADVISORS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.