BEACON INVESTMENT ADVISORS LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OCUL | 431K | $3.65M |
 | CSTM | 327K | $8.04M |
 | RWT | 242K | $1.36M |
 | TWI | 232K | $1.60M |
 | OBDC | 184K | $2.03M |
 | OWL | 165K | $1.50M |
 | BAC | 83K | $4.06M |
 | RYAAY | 66K | $3.80M |
 | HTLD | 65K | $674.24K |
 | SBGI | 56K | $724.60K |
 | CSCO | 53K | $4.09M |
 | MRP | 50K | $1.40M |
 | HQY | 48K | $4.04M |
 | GOOD | 44K | $502.39K |
 | BAX | 43K | $717.07K |
 | EVLV | 41K | $245.24K |
 | BSET | 40K | $567.66K |
 | AMAT | 39K | $13.32M |
 | BKE | 37K | $1.88M |
 | HAE | 37K | $2.09M |
Ocular Therapeutix, Inc.
OCUL
Shares Held
431K
Value
$3.65M
Constellium SE
CSTM
Shares Held
327K
Value
$8.04M
Redwood Trust, Inc.
RWT
Shares Held
242K
Value
$1.36M
Titan International, Inc.
TWI
Shares Held
232K
Value
$1.60M
Blue Owl Capital Corporation
OBDC
Shares Held
184K
Value
$2.03M
Blue Owl Capital Inc.
OWL
Shares Held
165K
Value
$1.50M
Bank of America Corporation
BAC
Shares Held
83K
Value
$4.06M
Ryanair Holdings plc
RYAAY
Shares Held
66K
Value
$3.80M
Heartland Express, Inc.
HTLD
Shares Held
65K
Value
$674.24K
Sinclair, Inc.
SBGI
Shares Held
56K
Value
$724.60K
Cisco Systems, Inc.
CSCO
Shares Held
53K
Value
$4.09M
Millrose Properties, Inc.
MRP
Shares Held
50K
Value
$1.40M
HealthEquity, Inc.
HQY
Shares Held
48K
Value
$4.04M
Gladstone Commercial Corporation
GOOD
Shares Held
44K
Value
$502.39K
Baxter International Inc.
BAX
Shares Held
43K
Value
$717.07K
Evolv Technologies Holdings, Inc.
EVLV
Shares Held
41K
Value
$245.24K
Bassett Furniture Industries, Incorporated
BSET
Shares Held
40K
Value
$567.66K
Applied Materials, Inc.
AMAT
Shares Held
39K
Value
$13.32M
The Buckle, Inc.
BKE
Shares Held
37K
Value
$1.88M
Haemonetics Corporation
HAE
Shares Held
37K
Value
$2.09M