Stock Taper 
BEACON HARBOR WEALTH ADVISORS, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 GE Vernova Inc. | GEV | 344 | $340.66K |
 The Goldman Sachs Group, Inc. | GS | 411 | $418.55K |
 Ferguson plc | FERG | 995 | $233.16K |
 Berkshire Hathaway Inc. | BRK-B | 1.12K | $573.18K |
 Nucor Corporation | NUE | 1.2K | $308.75K |
 Exxon Mobil Corporation | XOM | 1.61K | $250.72K |
 GE Aerospace | GE | 1.69K | $607.76K |
 Johnson & Johnson | JNJ | 2.04K | $524.33K |
 Amazon.com, Inc. | AMZN | 2.33K | $632.78K |
 Microsoft Corporation | MSFT | 2.48K | $1.15M |
 Alphabet Inc. | GOOG | 2.96K | $1.06M |
 Comfort Systems USA, Inc. | FIX | 4.42K | $7.64M |
 McCormick & Company, Incorporated | MKC | 5.09K | $258.88K |
 Apple Inc. | AAPL | 5.87K | $1.81M |
 Intel Corp. | INTC | 6.71K | $605.54K |
 Icahn Enterprises L.P. | IEP | 11.35K | $88.42K |
 PJT Partners Inc. | PJT | 12.98K | $2.18M |
 AppLovin Corporation | APP | 13.03K | $5.16M |
 Dycom Industries, Inc. | DY | 16.64K | $6.67M |
 Lumentum Holdings Inc. | LITE | 17.86K | $12.75M |