Stock Taper

BEACON FINANCIAL GROUP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Intuitive Surgical, Inc.ISRG935$371.87K
Dell Technologies Inc.DELL937$404.28K
Caterpillar Inc.CAT991$1.06M
XPO Logistics, Inc.XPO1.02K$208.78K
Hubbell IncorporatedHUBB1.02K$532.09K
The Boeing CompanyBA1.02K$221.23K
Celestica Inc.CLS1.02K$373.92K
Ameriprise Financial, Inc.AMP1.02K$470.13K
Marathon Petroleum CorporationMPC1.03K$264.11K
Valero Energy CorporationVLO1.04K$270.08K
Autodesk, Inc.ADSK1.05K$203.36K
M&T Bank CorporationMTB1.07K$254.67K
Capital One Financial CorporationCOF1.08K$217.14K
Deere & CompanyDE1.09K$689.55K
Jones Lang LaSalle IncorporatedJLL1.11K$344.97K
Cummins Inc.CMI1.21K$860.13K
Toll Brothers, Inc.TOL1.24K$203.63K
Modine Manufacturing CompanyMOD1.27K$338.85K
Automatic Data Processing, Inc.ADP1.29K$288.91K
Welltower Inc.WELL1.34K$303.91K