§ 13F · FUND PROFILE
BEACON INVESTMENT ADVISORS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 166Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$249.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 27K | $13.4T | 5.4% | NEW |
| 2 | MSFT | MICROSOFT CORP | 27K | $13.2T | 5.3% | NEW |
| 3 | AAPL | APPLE INC | 38K | $10.3T | 4.1% | NEW |
| 4 | AMAT | APPLIED MATLS INC | 39K | $10.1T | 4.0% | NEW |
| 5 | MAR | MARRIOTT INTL INC NEW | 22K | $7.0T | 2.8% | NEW |
| 6 | CSTM | CONSTELLIUM SE | 328K | $6.2T | 2.5% | NEW |
| 7 | CASY | CASEYS GEN STORES INC | 10K | $5.6T | 2.2% | NEW |
| 8 | INTU | INTUIT | 8K | $5.1T | 2.1% | NEW |
| 9 | COST | COSTCO WHSL CORP NEW | 6K | $5.0T | 2.0% | NEW |
| 10 | RYAAY | RYANAIR HOLDINGS PLC | 66K | $4.8T | 1.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BEACON SIGNAL
AC read
BEACON INVESTMENT ADVISORS LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed