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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 Q3 2023 · Filed July 21, 2023 · Accession 0001172661-23-002583

Total Value
$2.17B
Positions
277
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (277)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769497,877$109.7M5.06%
2DEXCOM INCDXCM758,087$97.4M4.49%
3VANGUARD SCOTTSDALE FDS92206C409983,690$74.4M3.43%
4ISHARES TR464287457846,453$68.6M3.16%
5ISHARES TR464287804655,666$65.3M3.01%
6APPLE INCAAPL334,961$65.0M3.00%
7MASTERCARD INCORPORATEDMA156,727$61.6M2.84%
8MICROSOFT CORPMSFT166,983$56.9M2.62%
9INSULET CORPPODD180,728$52.1M2.40%
10IDEXX LABS INC45168D10497,937$49.2M2.27%
11ANALOG DEVICES INCADI226,926$44.2M2.04%
12DANAHER CORPORATION235851102179,996$43.2M1.99%
13METTLER TOLEDO INTERNATIONALMTD32,621$42.8M1.97%
14JPMORGAN CHASE & COVYLD278,019$40.4M1.86%
15ISHARES GOLD TRIAU1,084,546$39.5M1.82%
16J P MORGAN EXCHANGE TRADED F46641Q837641,495$32.2M1.48%
17ADVANCED MICRO DEVICES INCAMD269,067$30.6M1.41%
18ILLINOIS TOOL WKS INC452308109121,842$30.5M1.41%
19HOME DEPOT INCHD97,183$30.2M1.39%
20JOHNSON & JOHNSONJNJ181,103$30.0M1.38%
21NOVO-NORDISK A SNONOF177,535$28.7M1.32%
22ALPHABET INCGOOG234,852$28.1M1.30%
23ISHARES TR46428720061,115$27.2M1.26%
24BOOKING HOLDINGS INCBKNG9,709$26.2M1.21%
25VERTEX PHARMACEUTICALS INCVRTX74,273$26.1M1.20%
26ROSS STORES INCROST229,047$25.7M1.18%
27THERMO FISHER SCIENTIFIC INCTMO47,996$25.0M1.15%
28HONEYWELL INTL INC438516106118,671$24.6M1.14%
29PIMCO ETF TR72201R833233,497$23.3M1.07%
30UNION PAC CORPUNP113,494$23.2M1.07%
31VANGUARD TAX-MANAGED FDS921943858478,633$22.1M1.02%
32ADOBE SYSTEMS INCORPORATEDADBE44,475$21.7M1.00%
33MORGAN STANLEYMS-PQ235,456$20.1M0.93%
34TEXAS INSTRS INC882508104111,682$20.1M0.93%
35INTUITINTU41,318$18.9M0.87%
36SHERWIN WILLIAMS COSHW70,966$18.8M0.87%
37BROADCOM INCAVGO20,692$17.9M0.83%
38ULTA BEAUTY INCULTA37,726$17.8M0.82%
39BROWN FORMAN CORPBF-B261,033$17.4M0.80%
40NVIDIA CORPORATIONNVDA40,544$17.2M0.79%
41UNITEDHEALTH GROUP INCUNH34,468$16.6M0.76%
42NORTHROP GRUMMAN CORPNOC35,419$16.1M0.74%
43MERCK & CO INCMRK133,582$15.4M0.71%
44THE TRADE DESK INC88339J105194,928$15.1M0.69%
45TJX COS INC NEW872540109173,903$14.7M0.68%
46NVR INCNVR2,232$14.2M0.65%
47COGNEX CORPCGNX247,732$13.9M0.64%
48STARBUCKS CORPSBUX135,088$13.4M0.62%
49STRYKER CORPORATIONSYK41,256$12.6M0.58%
50APPLIED MATLS INC03822210584,721$12.2M0.56%
51EATON CORP PLCETN60,788$12.2M0.56%
52AMAZON COM INCAMZN93,553$12.2M0.56%
53INTUITIVE SURGICAL INCISRG35,522$12.1M0.56%
54ZOETIS INCZTS68,171$11.7M0.54%
55SPDR S&P 500 ETF TRSPY25,631$11.4M0.52%
56RAYTHEON TECHNOLOGIES CORPRTX113,784$11.1M0.51%
57SALESFORCE INCCRM52,373$11.1M0.51%
58VANGUARD SPECIALIZED FUNDS92190884460,786$9.9M0.46%
59DISNEY WALT CO254687106109,775$9.8M0.45%
60QUALCOMM INCQCOM81,852$9.7M0.45%
61US BANCORP DELUSB-PS286,131$9.5M0.44%
62DOLLAR GEN CORP NEW25667710553,093$9.0M0.42%
63LILLY ELI & COLLY18,728$8.8M0.40%
64VANGUARD INTL EQUITY INDEX F922042858211,531$8.6M0.40%
65BIOGEN INCBIIB29,709$8.5M0.39%
66ALPHABET INCGOOG62,399$7.5M0.35%
67PRICE T ROWE GROUP INCTROW65,052$7.3M0.34%
68DARDEN RESTAURANTS INCDRI41,941$7.0M0.32%
69EDWARDS LIFESCIENCES CORPEW74,055$7.0M0.32%
70CONOCOPHILLIPSCOP67,299$7.0M0.32%
71AMGEN INCAMGN30,887$6.9M0.32%
72ABBVIE INCABBV50,307$6.8M0.31%
73PFIZER INCPFE183,223$6.7M0.31%
74INVESCO ACTIVELY MANAGED ETFIVZ134,428$6.7M0.31%
75REGENERON PHARMACEUTICALSREGN9,241$6.6M0.31%
76CHEVRON CORP NEWCVX40,351$6.3M0.29%
77EXACT SCIENCES CORP30063P10566,249$6.2M0.29%
78CISCO SYS INCCSCO119,612$6.2M0.29%
79PAYPAL HLDGS INCPYPL92,233$6.2M0.28%
80VANGUARD SCOTTSDALE FDS92206C102105,515$6.1M0.28%
81CATERPILLAR INCCAT23,617$5.8M0.27%
82GILEAD SCIENCES INCGILD73,995$5.7M0.26%
83ALLEGION PLCALLE45,516$5.5M0.25%
84WEYERHAEUSER CO MTN BEWY156,387$5.2M0.24%
85ENBRIDGE INCENNPF137,318$5.1M0.24%
86JEFFERIES FINL GROUP INC47233W109151,724$5.0M0.23%
87BIO-TECHNE CORPTECH60,252$4.9M0.23%
88ISHARES TR46434V87890,149$4.5M0.21%
89NEOGEN CORPNEOG197,556$4.3M0.20%
90INTEL CORPINTC127,470$4.3M0.20%
91PACER FDS TR69374H88185,573$4.1M0.19%
92CABOT CORPCBT59,583$4.0M0.18%
93DUKE ENERGY CORP NEWDUKB44,308$4.0M0.18%
94LOWES COS INC54866110717,407$3.9M0.18%
95DOW INCDOW71,672$3.8M0.18%
96EXXON MOBIL CORPXOM33,556$3.6M0.17%
97PEPSICO INCPEP19,108$3.5M0.16%
98COSTCO WHSL CORP NEW22160K1056,474$3.5M0.16%
99TARGET CORPTGT26,269$3.5M0.16%
100BUNGE LIMITEDBG36,487$3.4M0.16%
101ILLUMINA INCILMN17,909$3.4M0.15%
102PROVIDENT FINL SVCS INC74386T105204,113$3.3M0.15%
103UNITED PARCEL SERVICE INCUPS18,274$3.3M0.15%
104AMERICAN EXPRESS COAXP18,414$3.2M0.15%
105WEST PHARMACEUTICAL SVSC INC9553061058,314$3.2M0.15%
106SEAGEN INCSE16,503$3.2M0.15%
107GENERAL MTRS CO37045V10081,569$3.1M0.14%
108BLACKSTONE INCBX33,422$3.1M0.14%
109ABBOTT LABSABLZF28,451$3.1M0.14%
110NEXTERA ENERGY INCNEE-PW41,195$3.1M0.14%
111BERKSHIRE HATHAWAY INC DELBRK-A8,925$3.0M0.14%
112ISHARES TR46428765516,205$3.0M0.14%
113CITIZENS FINL GROUP INCCIA115,095$3.0M0.14%
114VALERO ENERGY CORPVLO25,033$2.9M0.14%
115ORACLE CORPORCL-PD24,651$2.9M0.14%
116SOUTHERN COPPER CORPSCCO40,455$2.9M0.13%
117J P MORGAN EXCHANGE TRADED F46641Q65453,183$2.7M0.12%
118VEEVA SYS INCVEEV13,310$2.6M0.12%
119WILLIAMS SONOMA INCWSM20,923$2.6M0.12%
120SERVICENOW INCNOW4,549$2.6M0.12%
121ISHARES TR46435U66364,576$2.3M0.11%
122COLGATE PALMOLIVE COCL27,752$2.1M0.10%
123LOCKHEED MARTIN CORPLMT4,580$2.1M0.10%
124TRUIST FINL CORP89832Q10969,227$2.1M0.10%
125MCDONALDS CORPMCD6,996$2.1M0.10%
126VANGUARD INTL EQUITY INDEX F92204277536,656$2.0M0.09%
127MOODYS CORPMCO5,714$2.0M0.09%
128ALNYLAM PHARMACEUTICALS INCALNY10,156$1.9M0.09%
129S&P GLOBAL INCSPGI4,730$1.9M0.09%
130CROWDSTRIKE HLDGS INCCRWD12,845$1.9M0.09%
131INSTALLED BLDG PRODS INC45780R10112,338$1.7M0.08%
132KLA CORPKLAC3,500$1.7M0.08%
133DEERE & CODE4,023$1.6M0.08%
134ICON PLCICLR6,500$1.6M0.07%
135PROCTER AND GAMBLE CO74271810910,694$1.6M0.07%
136PALO ALTO NETWORKS INCPANW6,233$1.6M0.07%
137TRIMBLE INCTRMB28,250$1.5M0.07%
138ROKU INCROKU23,367$1.5M0.07%
139NUCOR CORPNUE8,908$1.5M0.07%
140HENRY SCHEIN INCHSIC17,957$1.5M0.07%
141CORNING INCGLW40,282$1.4M0.07%
142BRISTOL-MYERS SQUIBB COCELG-RI21,770$1.4M0.06%
143ROPER TECHNOLOGIES INCROP2,859$1.4M0.06%
144NORFOLK SOUTHN CORP6558441085,660$1.3M0.06%
145COMCAST CORP NEWCCZ29,397$1.2M0.06%
146AUTOMATIC DATA PROCESSING INADP5,546$1.2M0.06%
147WP CAREY INC92936U10917,883$1.2M0.06%
148PUBLIC SVC ENTERPRISE GRP IN74457310618,993$1.2M0.05%
149PHILIP MORRIS INTL INC71817210912,163$1.2M0.05%
150PAYCHEX INCPAYX10,302$1.2M0.05%
151TRAVELERS COMPANIES INCTRV6,347$1.1M0.05%
152TANDEM DIABETES CARE INCTNDM42,740$1.0M0.05%
153NOVARTIS AGNVSEF10,229$1.0M0.05%
154INTERNATIONAL BUSINESS MACHSINTR7,604$1.0M0.05%
155MCCORMICK & CO INCMKC-V11,050$963,8920.04%
156ACCENTURE PLC IRELANDACN3,078$949,8100.04%
157BOEING COBA-PA4,441$937,7490.04%
158OKTA INCOKTA12,919$895,9330.04%
159ISHARES TR46428987520,988$848,1450.04%
160FEDEX CORPFDX3,363$833,6880.04%
161TAKE-TWO INTERACTIVE SOFTWARTTWO5,621$827,1870.04%
162CIENA CORPCIEN19,398$824,2220.04%
163BANK AMERICA CORP06050510428,581$819,9830.04%
164ARES CAPITAL CORPARCC40,702$764,7910.04%
165HUNTINGTON BANCSHARES INCHBANP70,315$757,9960.03%
166SPDR GOLD TRGLD4,224$753,0130.03%
167VISA INCV3,164$751,4090.03%
168RIO TINTO PLCRTNTF11,696$746,6730.03%
169WALMART INCWMT4,643$729,7870.03%
170APOLLO GLOBAL MGMT INC03769M1069,395$721,6300.03%
171VANGUARD BD INDEX FDS9219378279,366$707,7890.03%
172ROCKWELL AUTOMATION INCROK2,109$694,8110.03%
173EXPEDITORS INTL WASH INC3021301095,643$683,5370.03%
174VANGUARD WORLD FDS92204A7021,521$672,5740.03%
175CME GROUP INCCME3,581$663,5240.03%
176CUMMINS INCCMI2,700$661,9320.03%
177WHIRLPOOL CORPWHR-PA4,312$641,5830.03%
178META PLATFORMS INCMETA2,235$641,4010.03%
179TAIWAN SEMICONDUCTOR MFG LTD8740391006,145$620,1540.03%
180MODERNA INCMRNA5,072$616,2480.03%
181KINDER MORGAN INC DELEP-PC35,494$611,2070.03%
182UNILEVER PLCUNLYF11,680$608,8790.03%
183SHOCKWAVE MED INC82489T1042,102$599,9320.03%
184PLAINS ALL AMERN PIPELINE L72650310540,900$576,6900.03%
185ARES MANAGEMENT CORPORATIONARES-PB5,977$575,8840.03%
186SCHWAB STRATEGIC TR80852420110,893$570,4710.03%
187BANK NEW YORK MELLON CORP06405810012,621$561,8870.03%
188TESLA INCTSLA2,139$559,9270.03%
189EMERSON ELEC COEMR5,940$536,9170.02%
190NIKE INCNKE4,689$517,5580.02%
191ISHARES TR4642875071,959$512,2400.02%
192HP INCHPQ16,669$511,9050.02%
193DELTA AIR LINES INC DELDAL10,746$510,8650.02%
194SOUTHERN COSOMN7,264$510,2960.02%
195AFLAC INCAFL7,257$506,5390.02%
196ASTRAZENECA PLCAZN7,000$500,9900.02%
197PRUDENTIAL FINL INCPUKPF5,582$492,4450.02%
198BOSTON SCIENTIFIC CORPBSX9,000$486,8100.02%
199STATE STR CORPSTT-PG6,490$474,9390.02%
200J P MORGAN EXCHANGE TRADED F46641Q4074,852$474,3910.02%
201JACOBS SOLUTIONS INCJ3,988$474,1340.02%
202CONAGRA BRANDS INCCAG13,985$471,5750.02%
203VERIZON COMMUNICATIONS INCVZ12,505$465,0520.02%
204ISHARES TR4642872264,695$459,8760.02%
205MICRON TECHNOLOGY INCMU7,276$459,1890.02%
206VIATRIS INCVTRS45,830$457,3840.02%
207ZSCALER INCZS3,087$451,6290.02%
208PULTE GROUP INC7458671015,586$433,9210.02%
209SNAP ON INCSNA1,453$418,7410.02%
210VANGUARD INDEX FDS9229085123,000$415,1400.02%
211VANGUARD ADMIRAL FDS INC9219327785,000$410,5500.02%
212BLACKROCK INCBLK588$406,3910.02%
213VANGUARD INDEX FDS9229086291,802$396,7290.02%
214VANGUARD INDEX FDS9229087511,962$390,1680.02%
215ARCH CAP GROUP LTDG0450A1055,200$389,2200.02%
216GRAINGER W W INC384802104487$384,0440.02%
217ISHARES TR4642875562,927$371,5560.02%
218COCA COLA COKO6,089$366,6800.02%
219AKAMAI TECHNOLOGIES INCAKAM4,065$365,3220.02%
220AMPHENOL CORP NEW0320951014,292$364,6060.02%
221YUM BRANDS INCYUM2,600$360,2300.02%
2223M COMMM3,546$354,9200.02%
223PIONEER NAT RES CO7237871071,709$354,0710.02%
224CARDINAL HEALTH INCCAH3,684$348,3960.02%
225FACTSET RESH SYS INC303075105864$346,1620.02%
226QORVO INCQRVO3,331$339,8620.02%
227MARATHON OIL CORPMARA14,757$339,7070.02%
228KIMBERLY-CLARK CORPKMB2,456$339,0150.02%
229FORTUNE BRANDS INNOVATIONS IFBIN4,687$337,2300.02%
230TYLER TECHNOLOGIES INCTYL800$333,1760.02%
231LOEWS CORPL5,554$329,7970.02%
232MAGELLAN MIDSTREAM PRTNRS LP5590801065,152$321,0730.01%
233COMPASS MINERALS INTL INCCOMP9,394$319,3960.01%
234LEIDOS HOLDINGS INCLDOS3,600$318,5280.01%
235CF INDS HLDGS INC1252691004,503$312,5990.01%
236VONTIER CORPORATIONVNT9,614$309,6670.01%
237ISHARES TR4642886466,100$306,0370.01%
238ATLASSIAN CORPORATIONTEAM1,807$303,2330.01%
239MOSAIC CO NEWMOS8,452$295,8200.01%
240LUMIRADX LTDG5709L109609,730$292,6710.01%
241DOCUSIGN INCDOCU5,714$291,9290.01%
242BIO RAD LABS INC090572207753$285,4780.01%
243SCOTTS MIRACLE-GRO COSMG4,400$275,8360.01%
244UNITED RENTALS INCURI610$271,6760.01%
245CROWN CASTLE INCCCI2,375$270,6080.01%
246INVESCO LTDIVZ15,879$266,9260.01%
247LAMB WESTON HLDGS INCLW2,297$264,0410.01%
248AT&T INCT-PC16,149$257,5770.01%
249ASSURANT INCAIZN2,038$256,2180.01%
250SPDR SER TR78464A7632,088$255,9480.01%
251REALTY INCOME CORPO4,209$251,6340.01%
252SEALED AIR CORP NEWSE6,269$250,7600.01%
253M & T BK CORP55261F1041,998$247,2730.01%
254IRHYTHM TECHNOLOGIES INCIRTC2,337$243,7960.01%
255SKYWORKS SOLUTIONS INCSWKS2,176$240,8620.01%
256BORGWARNER INCBWA5,590$240,6500.01%
257MONDELEZ INTL INC6092071053,293$240,1920.01%
258INSPIRE MED SYS INC457730109716$232,4430.01%
259SEAGATE TECHNOLOGY HLDNGS PLSE3,744$231,6420.01%
260AMETEK INCAME1,418$229,5460.01%
261ALTRIA GROUP INCMO5,010$226,9530.01%
262HCA HEALTHCARE INCHCA745$226,0930.01%
263COOPER COS INC216648402567$217,4050.01%
264MIDDLEBY CORPMIDD1,463$216,2760.01%
265METLIFE INCMET-PF3,800$214,8140.01%
266GENERAL DYNAMICS CORPGD992$213,4290.01%
267SCHWAB CHARLES CORPSCHW-PJ3,671$208,0730.01%
268ACUITY BRANDS INCAYI1,272$207,4380.01%
269VANGUARD INDEX FDS922908363506$205,9980.01%
270SYSCO CORPSYY2,754$204,3470.01%
271AIR PRODS & CHEMS INCAIIR680$203,6810.01%
272LAMAR ADVERTISING CO NEWLAMR2,050$203,4630.01%
273NEWELL BRANDS INCNWL21,111$183,6660.01%
274ALPHATEC HLDGS INCATEC10,000$179,8000.01%
275PURE CYCLE CORPPCYO15,867$174,5370.01%
276GABELLI EQUITY TR INCGAB-PK19,000$110,2000.01%
277OCULAR THERAPEUTIX INCOCUL12,000$61,9200.00%