BEACON FINANCIAL GROUP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KMI | 183K | $6.14M |
 | PFE | 99K | $2.78M |
 | NVDA | 89K | $15.58M |
 | WFC | 79K | $6.27M |
 | UPBD | 76K | $1.37M |
 | XOM | 73K | $12.42M |
 | UL | 55K | $3.14M |
 | KO | 55K | $4.17M |
 | O | 54K | $3.29M |
 | BAC | 49K | $2.39M |
 | BRK-B | 48K | $23.00M |
 | WMT | 45K | $5.53M |
 | AAPL | 43K | $10.99M |
 | LAMR | 43K | $5.42M |
 | VZ | 42K | $2.12M |
 | JPM | 38K | $11.25M |
 | DUK | 36K | $4.70M |
 | CMCSA | 35K | $992.28K |
 | SCHW | 32K | $3.04M |
 | MO | 30K | $1.99M |
Kinder Morgan, Inc.
KMI
Shares Held
183K
Value
$6.14M
Pfizer Inc.
PFE
Shares Held
99K
Value
$2.78M
NVIDIA Corporation
NVDA
Shares Held
89K
Value
$15.58M
Wells Fargo & Company
WFC
Shares Held
79K
Value
$6.27M
Upbound Group, Inc.
UPBD
Shares Held
76K
Value
$1.37M
Exxon Mobil Corporation
XOM
Shares Held
73K
Value
$12.42M
Unilever PLC
UL
Shares Held
55K
Value
$3.14M
The Coca-Cola Company
KO
Shares Held
55K
Value
$4.17M
Realty Income Corporation
O
Shares Held
54K
Value
$3.29M
Bank of America Corporation
BAC
Shares Held
49K
Value
$2.39M
Berkshire Hathaway Inc.
BRK-B
Shares Held
48K
Value
$23.00M
Walmart Inc.
WMT
Shares Held
45K
Value
$5.53M
Apple Inc.
AAPL
Shares Held
43K
Value
$10.99M
Lamar Advertising Company
LAMR
Shares Held
43K
Value
$5.42M
Verizon Communications Inc.
VZ
Shares Held
42K
Value
$2.12M
JPMorgan Chase & Co.
JPM
Shares Held
38K
Value
$11.25M
Duke Energy Corporation
DUK
Shares Held
36K
Value
$4.70M
Comcast Corporation
CMCSA
Shares Held
35K
Value
$992.28K
The Charles Schwab Corporation
SCHW
Shares Held
32K
Value
$3.04M
Altria Group, Inc.
MO
Shares Held
30K
Value
$1.99M