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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

BEACON INVESTMENT ADVISORY SERVICES, INC.

Quarter ended Q1 2023 · Filed January 13, 2023 · Accession 0001172661-23-000170

Total Value
$1.95B
Positions
278
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (278)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769505,569$96.7M4.95%
2DEXCOM INCDXCM740,659$83.9M4.29%
3VANGUARD SCOTTSDALE FDS92206C409999,050$75.1M3.85%
4ISHARES TR464287804662,963$62.7M3.21%
5MASTERCARD INCORPORATEDMA166,939$58.0M2.97%
6INSULET CORPPODD185,576$54.6M2.80%
7DANAHER CORPORATION235851102174,849$46.4M2.38%
8APPLE INCAAPL347,897$45.2M2.31%
9METTLER TOLEDO INTERNATIONALMTD29,980$43.3M2.22%
10MICROSOFT CORPMSFT169,382$40.6M2.08%
11IDEXX LABS INC45168D10497,750$39.9M2.04%
12JPMORGAN CHASE & COVYLD292,558$39.2M2.01%
13ANALOG DEVICES INCADI237,211$38.9M1.99%
14J P MORGAN EXCHANGE TRADED F46641Q837750,075$37.6M1.93%
15ISHARES GOLD TRIAU1,081,465$37.4M1.92%
16HOME DEPOT INCHD101,150$31.9M1.64%
17JOHNSON & JOHNSONJNJ170,685$30.2M1.54%
18ROSS STORES INCROST254,875$29.6M1.51%
19ILLINOIS TOOL WKS INC452308109130,091$28.7M1.47%
20PIMCO ETF TR72201R833279,404$27.6M1.41%
21NOVO-NORDISK A SNONOF202,084$27.4M1.40%
22HONEYWELL INTL INC438516106123,780$26.5M1.36%
23UNITEDHEALTH GROUP INCUNH46,243$24.5M1.26%
24UNION PAC CORPUNP115,914$24.0M1.23%
25ISHARES TR46428720061,313$23.6M1.21%
26VERTEX PHARMACEUTICALS INCVRTX74,840$21.6M1.11%
27DOLLAR GEN CORP NEW25667710586,281$21.2M1.09%
28ALPHABET INCGOOG234,266$20.7M1.06%
29NORTHROP GRUMMAN CORPNOC36,216$19.8M1.01%
30MORGAN STANLEYMS-PQ227,469$19.3M0.99%
31THERMO FISHER SCIENTIFIC INCTMO34,938$19.2M0.99%
32BOOKING HOLDINGS INCBKNG9,162$18.5M0.95%
33ADVANCED MICRO DEVICES INCAMD284,706$18.4M0.94%
34TEXAS INSTRS INC882508104111,502$18.4M0.94%
35SPDR S&P 500 ETF TRSPY47,162$18.0M0.92%
36BROWN FORMAN CORPBF-B273,024$17.9M0.92%
37ULTA BEAUTY INCULTA38,093$17.9M0.91%
38VANGUARD TAX-MANAGED FDS921943858424,350$17.8M0.91%
39SHERWIN WILLIAMS COSHW73,104$17.3M0.89%
40INTUITINTU42,490$16.5M0.85%
41STARBUCKS CORPSBUX155,927$15.5M0.79%
42US BANCORP DELUSB-PS345,975$15.1M0.77%
43MERCK & CO INCMRK133,224$14.8M0.76%
44COGNEX CORPCGNX311,414$14.7M0.75%
45ADOBE SYSTEMS INCORPORATEDADBE43,093$14.5M0.74%
46TJX COS INC NEW872540109176,047$14.0M0.72%
47ARK ETF TR00214Q104437,229$13.7M0.70%
48RAYTHEON TECHNOLOGIES CORPRTX130,477$13.2M0.67%
49PAYPAL HLDGS INCPYPL175,489$12.5M0.64%
50INVESCO EXCH TRADED FD TR IIIVZ523,170$10.7M0.55%
51NVR INCNVR2,293$10.6M0.54%
52VANGUARD SPECIALIZED FUNDS92190884467,046$10.2M0.52%
53BROADCOM INCAVGO18,153$10.1M0.52%
54DISNEY WALT CO254687106107,170$9.3M0.48%
55PFIZER INCPFE180,874$9.3M0.47%
56THE TRADE DESK INC88339J105198,987$8.9M0.46%
57QUALCOMM INCQCOM80,345$8.8M0.45%
58AMGEN INCAMGN33,463$8.8M0.45%
59BIOGEN INCBIIB31,714$8.8M0.45%
60ABBVIE INCABBV54,069$8.7M0.45%
61EATON CORP PLCETN50,636$7.9M0.41%
62APPLIED MATLS INC03822210580,105$7.8M0.40%
63CONOCOPHILLIPSCOP62,758$7.4M0.38%
64VANGUARD INTL EQUITY INDEX F922042858187,673$7.3M0.37%
65CHEVRON CORP NEWCVX40,484$7.3M0.37%
66STRYKER CORPORATIONSYK29,588$7.2M0.37%
67SALESFORCE INCCRM53,794$7.1M0.37%
68AMAZON COM INCAMZN78,783$6.6M0.34%
69GILEAD SCIENCES INCGILD73,808$6.3M0.32%
70PRICE T ROWE GROUP INCTROW57,741$6.3M0.32%
71REGENERON PHARMACEUTICALSREGN8,621$6.2M0.32%
72J P MORGAN EXCHANGE TRADED F46641Q654122,083$6.2M0.32%
73ISHARES TR46429B655121,864$6.1M0.31%
74NEOGEN CORPNEOG398,517$6.1M0.31%
75NVIDIA CORPORATIONNVDA40,644$5.9M0.30%
76DARDEN RESTAURANTS INCDRI41,594$5.8M0.29%
77CISCO SYS INCCSCO117,867$5.6M0.29%
78INVESCO ACTIVELY MANAGED ETFIVZ113,493$5.6M0.29%
79EDWARDS LIFESCIENCES CORPEW72,107$5.4M0.28%
80CATERPILLAR INCCAT21,819$5.2M0.27%
81ENBRIDGE INCENNPF133,548$5.2M0.27%
82ALPHABET INCGOOG58,708$5.2M0.27%
83BIO-TECHNE CORPTECH62,794$5.2M0.27%
84ISHARES TR46434V87898,690$4.9M0.25%
85ALLEGION PLCALLE46,665$4.9M0.25%
86JEFFERIES FINL GROUP INC47233W109141,014$4.8M0.25%
87DUKE ENERGY CORP NEWDUKB44,629$4.6M0.24%
88WEYERHAEUSER CO MTN BEWY147,861$4.6M0.23%
89CITIZENS FINL GROUP INCCIA116,080$4.6M0.23%
90PROVIDENT FINL SVCS INC74386T105208,705$4.5M0.23%
91CIENA CORPCIEN84,318$4.3M0.22%
92ILLUMINA INCILMN19,244$3.9M0.20%
93TARGET CORPTGT25,490$3.8M0.19%
94EXXON MOBIL CORPXOM33,929$3.7M0.19%
95UNITED PARCEL SERVICE INCUPS20,753$3.6M0.18%
96EXACT SCIENCES CORP30063P10572,634$3.6M0.18%
97CABOT CORPCBT52,897$3.5M0.18%
98INTUITIVE SURGICAL INCISRG13,212$3.5M0.18%
99NEXTERA ENERGY INCNEE-PW41,860$3.5M0.18%
100LOWES COS INC54866110717,494$3.5M0.18%
101PACER FDS TR69374H88174,239$3.4M0.18%
102ABBOTT LABSABLZF31,128$3.4M0.17%
103PEPSICO INCPEP18,735$3.4M0.17%
104WILLIAMS SONOMA INCWSM29,250$3.4M0.17%
105AMERICAN EXPRESS COAXP22,039$3.3M0.17%
106INTEL CORPINTC121,826$3.2M0.16%
107HCA HEALTHCARE INCHCA12,704$3.0M0.16%
108DOW INCDOW59,767$3.0M0.15%
109BERKSHIRE HATHAWAY INC DELBRK-A9,440$2.9M0.15%
110VALERO ENERGY CORPVLO22,876$2.9M0.15%
111TRUIST FINL CORP89832Q10964,582$2.8M0.14%
112ISHARES TR46428765515,487$2.7M0.14%
113GENERAL MTRS CO37045V10076,960$2.6M0.13%
114ALNYLAM PHARMACEUTICALS INCALNY10,640$2.5M0.13%
115VEEVA SYS INCVEEV15,134$2.4M0.13%
116WEST PHARMACEUTICAL SVSC INC9553061059,848$2.3M0.12%
117COLGATE PALMOLIVE COCL28,739$2.3M0.12%
118SOUTHERN COPPER CORPSCCO36,668$2.2M0.11%
119ISHARES TR46435U66364,576$2.1M0.11%
120MCDONALDS CORPMCD7,621$2.0M0.10%
121TRIMBLE INCTRMB39,025$2.0M0.10%
122COSTCO WHSL CORP NEW22160K1054,303$2.0M0.10%
123BRISTOL-MYERS SQUIBB COCELG-RI26,510$1.9M0.10%
124ZOETIS INCZTS12,830$1.9M0.10%
125VANGUARD INTL EQUITY INDEX F92204277535,267$1.8M0.09%
126PROCTER AND GAMBLE CO74271810911,309$1.7M0.09%
127SERVICENOW INCNOW4,382$1.7M0.09%
128MOODYS CORPMCO6,047$1.7M0.09%
129PAYCHEX INCPAYX14,573$1.7M0.09%
130HENRY SCHEIN INCHSIC19,810$1.6M0.08%
131LOCKHEED MARTIN CORPLMT3,086$1.5M0.08%
132SEAGEN INCSE11,067$1.4M0.07%
133NORFOLK SOUTHN CORP6558441085,660$1.4M0.07%
134AUTOMATIC DATA PROCESSING INADP5,794$1.4M0.07%
135LILLY ELI & COLLY3,583$1.3M0.07%
136TANDEM DIABETES CARE INCTNDM29,124$1.3M0.07%
137CORNING INCGLW40,752$1.3M0.07%
138ROPER TECHNOLOGIES INCROP2,859$1.2M0.06%
139PUBLIC SVC ENTERPRISE GRP IN74457310619,693$1.2M0.06%
140WP CAREY INC92936U10915,319$1.2M0.06%
141OKTA INCOKTA17,208$1.2M0.06%
142CROWDSTRIKE HLDGS INCCRWD10,890$1.1M0.06%
143ROKU INCROKU27,388$1.1M0.06%
144INTERNATIONAL BUSINESS MACHSINTR7,801$1.1M0.06%
145DOMINOS PIZZA INCDPZ3,068$1.1M0.05%
146VERIZON COMMUNICATIONS INCVZ25,850$1.0M0.05%
147COMCAST CORP NEWCCZ29,099$1.0M0.05%
148PHILIP MORRIS INTL INC71817210910,032$1.0M0.05%
149INSTALLED BLDG PRODS INC45780R10111,845$1.0M0.05%
150MODERNA INCMRNA5,627$1.0M0.05%
151BROADSTONE NET LEASE INCBNL62,224$1.0M0.05%
152BANK AMERICA CORP06050510430,196$1.0M0.05%
153NUCOR CORPNUE7,154$942,9690.05%
154MCCORMICK & CO INCMKC-V11,050$915,9340.05%
155NOVARTIS AGNVSEF9,341$847,4160.04%
156ISHARES TR46428987522,123$840,8890.04%
157HUNTINGTON BANCSHARES INCHBANP58,824$829,4180.04%
158ACCENTURE PLC IRELANDACN3,021$806,1240.04%
159SPDR GOLD TRGLD4,640$787,1300.04%
160VANGUARD BD INDEX FDS92193782710,192$767,2540.04%
1613M COMMM6,277$752,7380.04%
162PALO ALTO NETWORKS INCPANW5,393$752,5390.04%
163CME GROUP INCCME4,222$709,9720.04%
164APOLLO GLOBAL MGMT INC03769M10610,945$698,1820.04%
165ISHARES TR46428864613,962$695,5870.04%
166VISA INCV3,307$687,0810.04%
167RIO TINTO PLCRTNTF9,316$663,2990.03%
168VANGUARD INDEX FDS9229083631,768$621,0950.03%
169TYLER TECHNOLOGIES INCTYL1,900$612,5790.03%
170ARES CAPITAL CORPARCC33,138$612,0590.03%
171EMERSON ELEC COEMR6,245$599,8950.03%
172EXPEDITORS INTL WASH INC3021301095,701$592,4480.03%
173STATE STR CORPSTT-PG7,620$591,0830.03%
174J P MORGAN EXCHANGE TRADED F46641Q4076,207$588,2990.03%
175TAKE-TWO INTERACTIVE SOFTWARTTWO5,621$585,3150.03%
176BANK NEW YORK MELLON CORP06405810012,621$574,5080.03%
177ISHARES TR46432F8349,866$571,0440.03%
178UNILEVER PLCUNLYF11,330$570,4660.03%
179NIKE INCNKE4,825$564,6080.03%
180DATADOG INCDDOG7,491$550,5880.03%
181SPLUNK INC8486371046,371$548,4790.03%
182CONAGRA BRANDS INCCAG14,121$546,4830.03%
183SOUTHERN COSOMN7,636$545,2640.03%
184KINDER MORGAN INC DELEP-PC29,277$529,3280.03%
185AFLAC INCAFL7,331$527,3920.03%
186ZSCALER INCZS4,571$511,4950.03%
187ISHARES TR4642875072,111$510,6300.03%
188JACOBS SOLUTIONS INCJ4,027$483,5220.02%
189PLAINS ALL AMERN PIPELINE L72650310540,900$480,9840.02%
190ASTRAZENECA PLCAZN7,000$474,6000.02%
191ORACLE CORPORCL-PD5,749$469,9470.02%
192ISHARES TR4642872264,838$469,2380.02%
193WHIRLPOOL CORPWHR-PA3,289$465,2620.02%
194PRUDENTIAL FINL INCPUKPF4,523$449,8580.02%
195HP INCHPQ16,392$440,4530.02%
196DOCUSIGN INCDOCU7,919$438,8710.02%
197BLACKROCK INCBLK614$435,0990.02%
198BLACKSTONE INCBX5,795$429,9310.02%
199VIATRIS INCVTRS38,068$423,6970.02%
200COCA COLA COKO6,589$419,1260.02%
201ARES MANAGEMENT CORPORATIONARES-PB6,090$416,8000.02%
202MARATHON OIL CORPMARA14,912$403,6680.02%
203PINTEREST INCPINS16,540$401,5910.02%
204ISHARES TR4642875563,057$401,4110.02%
205VANGUARD WHITEHALL FDS9219464063,630$392,7780.02%
206AMERICAN INTL GROUP INC0268747846,000$379,4400.02%
207MOSAIC CO NEWMOS8,528$374,1230.02%
208TAIWAN SEMICONDUCTOR MFG LTD8740391005,018$373,7910.02%
209SCHWAB STRATEGIC TR8085242018,060$363,9130.02%
210MICRON TECHNOLOGY INCMU7,151$357,4070.02%
211FACTSET RESH SYS INC303075105864$346,6450.02%
212AKAMAI TECHNOLOGIES INCAKAM4,107$346,2200.02%
213DEERE & CODE802$343,8660.02%
214LUMIRADX LTDG5709L109377,387$339,6480.02%
215VANGUARD INDEX FDS9229086291,665$339,3440.02%
216CLOUDFLARE INCNET7,496$338,8940.02%
217LOEWS CORPL5,764$336,2140.02%
218SNAP ON INCSNA1,468$335,4230.02%
219YUM BRANDS INCYUM2,600$333,0080.02%
220KIMBERLY-CLARK CORPKMB2,440$331,2800.02%
221META PLATFORMS INCMETA2,745$330,3330.02%
222AMPHENOL CORP NEW0320951014,336$330,1430.02%
223REALTY INCOME CORPO5,184$328,7970.02%
224ISHARES INC46434G1036,945$324,3320.02%
225CROWN CASTLE INCCCI2,375$322,1450.02%
226BIO RAD LABS INC090572207753$316,6290.02%
227SEALED AIR CORP NEWSE6,331$315,7900.02%
228ATLASSIAN CORPORATIONTEAM2,388$307,2880.02%
229QORVO INCQRVO3,363$304,8220.02%
230M & T BK CORP55261F1042,072$300,5640.02%
231ROCKWELL AUTOMATION INCROK1,163$299,5540.02%
232PIONEER NAT RES CO7237871071,300$296,9070.02%
233AT&T INCT-PC15,918$293,0500.02%
234COMPASS MINERALS INTL INCCOMP7,091$290,7310.01%
235INVESCO LTDIVZ16,037$288,5060.01%
236BLOCK INCBSQKZ4,508$283,2830.01%
237VANGUARD WORLD FDS92204A702884$282,3580.01%
238TESLA INCTSLA2,253$277,5820.01%
239ZIONS BANCORPORATION N A9897011075,595$275,0500.01%
240VANGUARD INDEX FDS9229087511,493$273,9460.01%
241GRAINGER W W INC384802104487$270,8940.01%
242TEXAS PACIFIC LAND CORPORATITPL114$267,2420.01%
243DELTA AIR LINES INC DELDAL8,042$264,2600.01%
244SPDR SER TR78464A7632,088$261,2300.01%
245METLIFE INCMET-PF3,600$260,5320.01%
246MAGELLAN MIDSTREAM PRTNRS LP5590801065,152$258,6820.01%
247ASSURANT INCAIZN2,059$257,4990.01%
248PULTE GROUP INC7458671015,641$256,8350.01%
249SYSCO CORPSYY3,354$256,4130.01%
250VANGUARD INDEX FDS9229085532,970$244,9660.01%
251SHOPIFY INCSHOP6,995$242,7960.01%
252BORGWARNER INCBWA5,644$227,1710.01%
253PURE CYCLE CORPPCYO21,650$226,8920.01%
254UNITED RENTALS INCURI637$226,4030.01%
255GENERAL DYNAMICS CORPGD908$225,2840.01%
256DIAGEO PLCDGEAF1,262$224,8760.01%
257ALTRIA GROUP INCMO4,917$224,7560.01%
258SVB FINANCIAL GROUP78486Q101975$224,3860.01%
259WALMART INCWMT1,568$222,3270.01%
260MONDELEZ INTL INC6092071053,293$219,4780.01%
261INSPIRE MED SYS INC457730109849$213,8460.01%
262SCOTTS MIRACLE-GRO COSMG4,400$213,7960.01%
263ACTIVISION BLIZZARD INC00507V1092,785$213,1920.01%
264ACUITY BRANDS INCAYI1,285$212,8090.01%
265AMETEK INCAME1,523$212,7940.01%
266JUNIPER NETWORKS INC48203R1046,622$211,6390.01%
267SPDR SER TR78464A1102,098$210,2740.01%
268AIR PRODS & CHEMS INCAIIR680$209,6170.01%
269LAMB WESTON HLDGS INCLW2,320$207,3150.01%
270COUPANG INCCPNG12,690$186,6700.01%
271ARHAUS INCARHS13,675$133,3310.01%
272ALPHATEC HLDGS INCATEC10,000$123,5000.01%
273SNAP INCSNAP12,370$110,7120.01%
274GABELLI EQUITY TR INCGAB-PK19,000$104,1200.01%
275PACIFIC BIOSCIENCES CALIF IN69404D10811,315$92,5570.00%
276ORIC PHARMACEUTICALS INCORIC15,000$88,3500.00%
277OCULAR THERAPEUTIX INCOCUL12,000$33,7200.00%
278INVITAE CORP46185L10310,635$19,7810.00%