13F Filings History of Beacon Investment Advisors Llc

Latest 13F report
Q3 2025 - Nov 14, 2025
Value $
$244M
Signature - Title
Cornell P Abod - Principal
Location
Gaithersburg, MD
Summary
This page shows a list of all the recent 13F filings made by Beacon Investment Advisors Llc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Beacon Investment Advisors Llc reported 164 stock holdings with total value $244M as of Q3 2025. Top holdings included MSFT, BRKB, AAPL, AMAT, and MAR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 164 $244M +$6.22M -$1.9M +$4.32M MSFT, BRKB, AAPL, AMAT, MAR 13F-HR 11/14/2025, 02:54 PM
Q2 2025 161 $232M +$6.08M -$2.31M +$3.76M MSFT, BRKB, AAPL, AMAT, INTU 13F-HR 8/14/2025, 12:32 PM
Q1 2025 156 $212M +$5.42M -$972K +$4.45M BRKB, MSFT, AAPL, COST, AMAT 13F-HR 5/15/2025, 09:48 AM
Q4 2024 154 $213M +$8.58M -$3.13M +$5.45M BRKB, MSFT, AAPL, MAR, AMAT 13F-HR 2/14/2025, 08:35 AM
Q3 2024 152 $211M +$10.2M -$2.76M +$7.46M BRKB, MSFT, AAPL, MAR, COST 13F-HR 11/14/2024, 09:07 AM
Q2 2024 151 $195M +$26M -$2.72M +$23.2M MSFT, BRKB, AAPL, CSTM, AMAT 13F-HR 8/14/2024, 09:23 AM
Q1 2024 133 $175M +$12.3M -$1.9M +$10.4M BRKB, MSFT, AAPL, CSTM, INTU 13F-HR 5/13/2024, 02:17 PM
Q4 2023 129 $157M +$3.83M -$3.49M +$339K MSFT, BRKB, AAPL, CSTM, INTU 13F-HR 2/13/2024, 04:39 PM
Q3 2023 135 $141M +$6.5M -$6.62M -$124K BRKB, MSFT, AAPL, INTU, CSTM 13F-HR 11/7/2023, 03:48 PM
Q2 2023 126 $146M +$10.6M -$4.54M +$6.05M AAPL, BRKB, MSFT, CSTM, DE 13F-HR 8/3/2023, 09:43 AM
Q1 2023 128 $137M +$13.7M -$461K +$13.2M BRKB, AAPL, MSFT, INTU, DE 13F-HR 5/12/2023, 11:45 AM
Q4 2022 126 $120M MSFT, AAPL, BRKB, DE, INTU 13F-HR 2/9/2023, 08:15 AM