Stock Taper 
BEACON INVESTMENT ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Markel Corporation | MKL | 322 | $629.85K |
 NVR, Inc. | NVR | 440 | $3M |
 Cummins Inc. | CMI | 486 | $346.96K |
 Waters Corporation | WAT | 541 | $202.9K |
 Sandisk Corporation | SNDK | 558 | $1.27M |
 General Dynamics Corporation | GD | 864 | $306.16K |
 Eaton Corporation plc | ETN | 888 | $378.57K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 913 | $436.11K |
 Snap-on Incorporated | SNA | 984 | $396.14K |
 Analog Devices, Inc. | ADI | 1.01K | $401.29K |
 Arthur J. Gallagher & Co. | AJG | 1.09K | $250.48K |
 Illinois Tool Works Inc. | ITW | 1.11K | $300.93K |
 KLA Corporation | KLAC | 1.17K | $354.28K |
 Digital Realty Trust, Inc. | DLR | 1.2K | $216.14K |
 Waste Management, Inc. | WM | 1.55K | $346.69K |
 Alphabet Inc. | GOOG | 1.61K | $570.37K |
 Philip Morris International Inc. | PM | 1.62K | $293.24K |
 RenaissanceRe Holdings Ltd. | RNR | 1.65K | $521.55K |
 Union Pacific Corporation | UNP | 1.68K | $458.13K |
 Acuity Brands, Inc. | AYI | 1.72K | $647.89K |