BEACON INVESTMENT ADVISORS LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CSTM | 328K | $6.18M |
 | RWT | 246K | $1.36M |
 | TWI | 233K | $1.83M |
 | OBDC | 178K | $2.21M |
 | OCUL | 166K | $2.01M |
 | BAC | 84K | $4.61M |
 | RYAAY | 66K | $4.78M |
 | CTRA | 66K | $1.74M |
 | SBGI | 56K | $852.73K |
 | CSCO | 53K | $4.06M |
 | BAX | 47K | $894.79K |
 | MRP | 47K | $1.40M |
 | GDEN | 45K | $1.23M |
 | GOOD | 44K | $473.73K |
 | BSET | 42K | $707.24K |
 | EVLV | 41K | $290.23K |
 | AMAT | 39K | $10.09M |
 | AAPL | 38K | $10.32M |
 | SHEN | 37K | $431.72K |
 | WMT | 37K | $4.09M |
Constellium SE
CSTM
Shares Held
328K
Value
$6.18M
Redwood Trust, Inc.
RWT
Shares Held
246K
Value
$1.36M
Titan International, Inc.
TWI
Shares Held
233K
Value
$1.83M
Blue Owl Capital Corporation
OBDC
Shares Held
178K
Value
$2.21M
Ocular Therapeutix, Inc.
OCUL
Shares Held
166K
Value
$2.01M
Bank of America Corporation
BAC
Shares Held
84K
Value
$4.61M
Ryanair Holdings plc
RYAAY
Shares Held
66K
Value
$4.78M
Coterra Energy Inc.
CTRA
Shares Held
66K
Value
$1.74M
Sinclair, Inc.
SBGI
Shares Held
56K
Value
$852.73K
Cisco Systems, Inc.
CSCO
Shares Held
53K
Value
$4.06M
Baxter International Inc.
BAX
Shares Held
47K
Value
$894.79K
Millrose Properties, Inc.
MRP
Shares Held
47K
Value
$1.40M
Golden Entertainment, Inc.
GDEN
Shares Held
45K
Value
$1.23M
Gladstone Commercial Corporation
GOOD
Shares Held
44K
Value
$473.73K
Bassett Furniture Industries, Incorporated
BSET
Shares Held
42K
Value
$707.24K
Evolv Technologies Holdings, Inc.
EVLV
Shares Held
41K
Value
$290.23K
Applied Materials, Inc.
AMAT
Shares Held
39K
Value
$10.09M
Apple Inc.
AAPL
Shares Held
38K
Value
$10.32M
Shenandoah Telecommunications Company
SHEN
Shares Held
37K
Value
$431.72K
Walmart Inc.
WMT
Shares Held
37K
Value
$4.09M