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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 Q4 2023 · Filed October 31, 2023 · Accession 0001172661-23-003555

Total Value
$2.03B
Positions
271
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (271)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769496,862$105.5M5.20%
2VANGUARD SCOTTSDALE FDS92206C4091,002,415$75.3M3.71%
3DEXCOM INCDXCM780,149$72.8M3.58%
4ISHARES TR464287457863,611$69.9M3.44%
5ISHARES TR464287804664,531$62.7M3.09%
6MASTERCARD INCORPORATEDMA153,740$60.9M3.00%
7APPLE INCAAPL341,058$58.4M2.87%
8MICROSOFT CORPMSFT167,249$52.8M2.60%
9DANAHER CORPORATION235851102177,942$44.1M2.17%
10IDEXX LABS INC45168D10497,648$42.7M2.10%
11JPMORGAN CHASE & COVYLD274,218$39.8M1.96%
12ANALOG DEVICES INCADI221,174$38.7M1.91%
13ISHARES GOLD TRIAU1,065,071$37.3M1.83%
14METTLER TOLEDO INTERNATIONALMTD33,362$37.0M1.82%
15ALPHABET INCGOOG237,207$31.0M1.53%
16NOVO-NORDISK A SNONOF339,836$30.9M1.52%
17BOOKING HOLDINGS INCBKNG9,965$30.7M1.51%
18J P MORGAN EXCHANGE TRADED F46641Q837605,111$30.4M1.49%
19HOME DEPOT INCHD98,445$29.7M1.46%
20INSULET CORPPODD182,545$29.1M1.43%
21ILLINOIS TOOL WKS INC452308109121,145$27.9M1.37%
22ADVANCED MICRO DEVICES INCAMD265,339$27.3M1.34%
23JOHNSON & JOHNSONJNJ170,969$26.6M1.31%
24VERTEX PHARMACEUTICALS INCVRTX76,241$26.5M1.31%
25ISHARES TR46428720060,305$25.9M1.27%
26THERMO FISHER SCIENTIFIC INCTMO51,118$25.9M1.27%
27ROSS STORES INCROST221,790$25.1M1.23%
28UNION PAC CORPUNP114,830$23.4M1.15%
29ADOBE INCADBE45,061$23.0M1.13%
30VANGUARD TAX-MANAGED FDS921943858497,342$21.7M1.07%
31INTUITINTU41,912$21.4M1.05%
32HONEYWELL INTL INC438516106109,784$20.3M1.00%
33TJX COS INC NEW872540109216,567$19.2M0.95%
34MORGAN STANLEYMS-PQ234,120$19.1M0.94%
35PIMCO ETF TR72201R833185,551$18.6M0.91%
36SHERWIN WILLIAMS COSHW72,256$18.4M0.91%
37STRYKER CORPORATIONSYK65,047$17.8M0.88%
38TEXAS INSTRS INC882508104111,768$17.8M0.87%
39NVIDIA CORPORATIONNVDA40,477$17.6M0.87%
40UNITEDHEALTH GROUP INCUNH34,826$17.6M0.86%
41BROADCOM INCAVGO20,594$17.1M0.84%
42THE TRADE DESK INC88339J105198,977$15.6M0.77%
43ULTA BEAUTY INCULTA38,468$15.4M0.76%
44REGENERON PHARMACEUTICALSREGN18,466$15.2M0.75%
45INTUITIVE SURGICAL INCISRG50,827$14.9M0.73%
46BROWN FORMAN CORPBF-B248,435$14.3M0.71%
47NVR INCNVR2,288$13.6M0.67%
48EATON CORP PLCETN61,870$13.2M0.65%
49MERCK & CO INCMRK127,301$13.1M0.65%
50AMAZON COM INCAMZN94,344$12.0M0.59%
51NORTHROP GRUMMAN CORPNOC27,165$12.0M0.59%
52APPLIED MATLS INC03822210585,915$11.9M0.59%
53ZOETIS INCZTS68,266$11.9M0.58%
54SPDR S&P 500 ETF TRSPY27,566$11.8M0.58%
55STARBUCKS CORPSBUX118,103$10.8M0.53%
56ELI LILLY & COLLY19,194$10.3M0.51%
57VANGUARD SPECIALIZED FUNDS92190884462,106$9.7M0.48%
58QUALCOMM INCQCOM81,479$9.0M0.45%
59DISNEY WALT CO254687106109,736$8.9M0.44%
60COGNEX CORPCGNX197,237$8.4M0.41%
61ALPHABET INCGOOG62,660$8.3M0.41%
62CONOCOPHILLIPSCOP67,983$8.1M0.40%
63AMGEN INCAMGN30,102$8.1M0.40%
64VANGUARD INTL EQUITY INDEX F922042858203,055$8.0M0.39%
65RTX CORPORATIONRTX107,339$7.7M0.38%
66CHEVRON CORP NEWCVX44,524$7.5M0.37%
67BIOGEN INCBIIB28,752$7.4M0.36%
68ABBVIE INCABBV49,378$7.4M0.36%
69SALESFORCE INCCRM35,824$7.3M0.36%
70INVESCO ACTIVELY MANAGED ETFIVZ144,553$7.2M0.35%
71PRICE T ROWE GROUP INCTROW66,681$7.0M0.34%
72CATERPILLAR INCCAT23,874$6.5M0.32%
73US BANCORP DELUSB-PS196,351$6.5M0.32%
74CISCO SYS INCCSCO119,328$6.4M0.32%
75VANGUARD SCOTTSDALE FDS92206C102107,554$6.2M0.30%
76PFIZER INCPFE182,909$6.1M0.30%
77DARDEN RESTAURANTS INCDRI41,444$5.9M0.29%
78JEFFERIES FINL GROUP INC47233W109152,034$5.6M0.27%
79GILEAD SCIENCES INCGILD73,448$5.5M0.27%
80EDWARDS LIFESCIENCES CORPEW76,713$5.3M0.26%
81ALLEGION PLCALLE46,395$4.8M0.24%
82WEYERHAEUSER CO MTN BEWY155,517$4.8M0.23%
83ENBRIDGE INCENNPF134,796$4.5M0.22%
84INTEL CORPINTC124,106$4.4M0.22%
85EXACT SCIENCES CORP30063P10564,646$4.4M0.22%
86PACER FDS TR69374H88184,908$4.2M0.21%
87BUNGE LIMITEDBG37,095$4.0M0.20%
88ISHARES TR46434V87879,233$4.0M0.20%
89EXXON MOBIL CORPXOM33,822$4.0M0.20%
90CABOT CORPCBT56,985$3.9M0.19%
91DUKE ENERGY CORP NEWDUKB44,604$3.9M0.19%
92COSTCO WHSL CORP NEW22160K1056,694$3.8M0.19%
93VALERO ENERGY CORPVLO25,337$3.6M0.18%
94NEOGEN CORPNEOG193,356$3.6M0.18%
95BLACKSTONE INCBX33,187$3.6M0.18%
96LOWES COS INC54866110716,800$3.5M0.17%
97SEAGEN INCSE16,108$3.4M0.17%
98BIO-TECHNE CORPTECH49,283$3.4M0.17%
99PEPSICO INCPEP18,947$3.2M0.16%
100BERKSHIRE HATHAWAY INC DELBRK-A8,925$3.1M0.15%
101PROVIDENT FINL SVCS INC74386T105204,113$3.1M0.15%
102SOUTHERN COPPER CORPSCCO40,799$3.1M0.15%
103WEST PHARMACEUTICAL SVSC INC9553061058,148$3.1M0.15%
104KENVUE INCKVUE149,945$3.0M0.15%
105J P MORGAN EXCHANGE TRADED F46641Q65458,729$3.0M0.15%
106TARGET CORPTGT25,740$2.8M0.14%
107AMERICAN INTL GROUP INC02687478446,268$2.8M0.14%
108ISHARES TR46428765515,619$2.8M0.14%
109CITIZENS FINL GROUP INCCIA100,095$2.7M0.13%
110ORACLE CORPORCL-PD24,632$2.6M0.13%
111GENERAL MTRS CO37045V10078,907$2.6M0.13%
112WILLIAMS SONOMA INCWSM16,350$2.5M0.13%
113NEXTERA ENERGY INCNEE-PW40,645$2.3M0.11%
114ABBOTT LABSABLZF23,451$2.3M0.11%
115UNITED PARCEL SERVICE INCUPS14,208$2.2M0.11%
116SERVICENOW INCNOW3,915$2.2M0.11%
117ISHARES TR46435U66364,576$2.2M0.11%
118CROWDSTRIKE HLDGS INCCRWD12,713$2.1M0.10%
119COLGATE PALMOLIVE COCL27,677$2.0M0.10%
120VANGUARD INTL EQUITY INDEX F92204277537,716$2.0M0.10%
121LOCKHEED MARTIN CORPLMT4,552$1.9M0.09%
122INSPIRE MED SYS INC4577301099,145$1.8M0.09%
123MCDONALDS CORPMCD6,879$1.8M0.09%
124AMERICAN EXPRESS COAXP11,819$1.8M0.09%
125S&P GLOBAL INCSPGI4,733$1.7M0.09%
126ROKU INCROKU23,528$1.7M0.08%
127MOODYS CORPMCO5,094$1.6M0.08%
128KLA CORPKLAC3,500$1.6M0.08%
129ICON PLCICLR6,500$1.6M0.08%
130PROCTER AND GAMBLE CO74271810910,694$1.6M0.08%
131INSTALLED BLDG PRODS INC45780R10112,338$1.5M0.08%
132DEERE & CODE4,023$1.5M0.07%
133TRIMBLE INCTRMB27,650$1.5M0.07%
134ROPER TECHNOLOGIES INCROP2,859$1.4M0.07%
135ILLUMINA INCILMN9,937$1.4M0.07%
136PALO ALTO NETWORKS INCPANW5,552$1.3M0.06%
137COMCAST CORP NEWCCZ28,954$1.3M0.06%
138ALNYLAM PHARMACEUTICALS INCALNY7,115$1.3M0.06%
139BRISTOL-MYERS SQUIBB COCELG-RI21,170$1.2M0.06%
140CORNING INCGLW40,282$1.2M0.06%
141HENRY SCHEIN INCHSIC16,069$1.2M0.06%
142AUTOMATIC DATA PROCESSING INADP4,789$1.2M0.06%
143PHILIP MORRIS INTL INC71817210912,052$1.1M0.05%
144NORFOLK SOUTHN CORP6558441085,605$1.1M0.05%
145INTERNATIONAL BUSINESS MACHSINTR7,630$1.1M0.05%
146PUBLIC SVC ENTERPRISE GRP IN74457310618,793$1.1M0.05%
147PAYCHEX INCPAYX9,135$1.1M0.05%
148TRAVELERS COMPANIES INCTRV6,347$1.0M0.05%
149NOVARTIS AGNVSEF10,169$1.0M0.05%
150OKTA INCOKTA12,533$1.0M0.05%
151WP CAREY INC92936U10917,770$961,0020.05%
152FEDEX CORPFDX3,363$890,9260.04%
153TANDEM DIABETES CARE INCTNDM41,961$871,5300.04%
154ACCENTURE PLC IRELANDACN2,817$865,1290.04%
155BOEING COBA-PA4,441$851,2390.04%
156APOLLO GLOBAL MGMT INC03769M1069,345$838,8080.04%
157MCCORMICK & CO INCMKC-V11,050$835,8220.04%
158ISHARES TR46428987520,955$815,7880.04%
159TAKE-TWO INTERACTIVE SOFTWARTTWO5,621$789,1330.04%
160ARES CAPITAL CORPARCC40,297$784,5830.04%
161BANK AMERICA CORP06050510428,422$778,1890.04%
162PAYPAL HLDGS INCPYPL13,079$764,5990.04%
163VISA INCV3,242$745,7140.04%
164RIO TINTO PLCRTNTF11,560$735,6790.04%
165HUNTINGTON BANCSHARES INCHBANP70,232$730,4130.04%
166SPDR GOLD TRGLD4,241$727,1200.04%
167CME GROUP INCCME3,581$716,9880.04%
168WALMART INCWMT4,393$702,5730.03%
169VANGUARD BD INDEX FDS9219378279,016$677,7330.03%
170JOHNSON CTLS INTL PLCG5150210512,342$656,7180.03%
171VIATRIS INCVTRS66,528$655,9670.03%
172META PLATFORMS INCMETA2,144$643,6510.03%
173VANGUARD WORLD FDS92204A7021,521$631,1090.03%
174PLAINS ALL AMERN PIPELINE L72650310540,900$626,5880.03%
175AFLAC INCAFL8,080$620,1400.03%
176CUMMINS INCCMI2,700$616,8420.03%
177ARES MANAGEMENT CORPORATIONARES-PB5,977$614,8540.03%
178ROCKWELL AUTOMATION INCROK2,109$602,9000.03%
179AMEREN CORPAEE7,902$591,3070.03%
180KINDER MORGAN INC DELEP-PC35,185$583,3680.03%
181SHOCKWAVE MED INC82489T1042,893$575,9970.03%
182EMERSON ELEC COEMR5,920$571,6950.03%
183WHIRLPOOL CORPWHR-PA4,262$569,8300.03%
184JACOBS SOLUTIONS INCJ4,006$546,8190.03%
185TESLA INCTSLA2,184$546,4810.03%
186SCHWAB STRATEGIC TR80852420110,788$545,8720.03%
187BANK NEW YORK MELLON CORP06405810012,621$538,2860.03%
188TAIWAN SEMICONDUCTOR MFG LTD8740391006,069$527,3970.03%
189VEEVA SYS INCVEEV2,542$517,1700.03%
190MODERNA INCMRNA4,989$515,3140.03%
191PRUDENTIAL FINL INCPUKPF5,386$511,0780.03%
192DOW INCDOW9,585$494,2030.02%
193BOSTON SCIENTIFIC CORPBSX9,000$475,2000.02%
194ASTRAZENECA PLCAZN7,000$474,0400.02%
195ISHARES TR4642875071,872$466,7840.02%
196MICRON TECHNOLOGY INCMU6,751$459,2710.02%
197J P MORGAN EXCHANGE TRADED F46641Q4074,852$455,7330.02%
198SOUTHERN COSOMN6,914$447,4750.02%
199NIKE INCNKE4,605$440,3590.02%
200ISHARES TR4642872264,661$438,3210.02%
201AKAMAI TECHNOLOGIES INCAKAM4,094$436,1750.02%
202CF INDS HLDGS INC1252691004,857$416,4400.02%
203PULTE GROUP INC7458671015,616$415,8650.02%
204ARCH CAP GROUP LTDG0450A1055,200$414,4920.02%
205CONAGRA BRANDS INCCAG14,802$405,8710.02%
206HASBRO INCHAS6,069$401,4040.02%
207MARATHON OIL CORPMARA14,935$399,5120.02%
208VERIZON COMMUNICATIONS INCVZ12,129$393,0930.02%
209VANGUARD INDEX FDS9229085123,000$392,8800.02%
210HP INCHPQ15,258$392,1310.02%
211DELTA AIR LINES INC DELDAL10,537$389,8690.02%
212VANGUARD INDEX FDS922908363992$389,4760.02%
213PIONEER NAT RES CO7237871071,686$387,0220.02%
214VANGUARD ADMIRAL FDS INC9219327785,000$385,2500.02%
215FACTSET RESH SYS INC303075105864$377,7930.02%
216VANGUARD INDEX FDS9229086291,810$376,9150.02%
217SNAP ON INCSNA1,457$371,6230.02%
218BLACKROCK INCBLK571$369,1460.02%
219AMPHENOL CORP NEW0320951014,338$364,3490.02%
220LOEWS CORPL5,583$353,4600.02%
221VANGUARD INDEX FDS9229087511,869$353,3200.02%
222COCA COLA COKO6,150$344,2770.02%
223GRAINGER W W INC384802104487$336,9270.02%
224YUM BRANDS INCYUM2,600$324,8440.02%
225ISHARES TR4642875562,650$324,0690.02%
226QORVO INCQRVO3,361$320,8750.02%
227CARDINAL HEALTH INCCAH3,684$319,8450.02%
228EXPEDITORS INTL WASH INC3021301092,746$314,7740.02%
229ZSCALER INCZS2,009$312,5810.02%
230IRHYTHM TECHNOLOGIES INCIRTC3,221$303,6120.01%
231UNILEVER PLCUNLYF6,140$303,3160.01%
232MOSAIC CO NEWMOS8,452$300,8920.01%
233FORTUNE BRANDS INNOVATIONS IFBIN4,835$300,5440.01%
234VONTIER CORPORATIONVNT9,656$298,5640.01%
235ISHARES TR4642873094,355$297,9700.01%
236ASSURANT INCAIZN2,043$293,3340.01%
2373M COMMM3,101$290,3160.01%
238ISHARES TR4642876481,285$287,9820.01%
239UNITED RENTALS INCURI617$274,3000.01%
240BIO RAD LABS INC090572207753$269,9130.01%
241ISHARES TR4642886465,415$269,8300.01%
242DOLLAR GEN CORP NEW2566771052,476$261,9610.01%
243COMPASS MINERALS INTL INCCOMP9,346$261,2210.01%
244CIENA CORPCIEN5,474$258,7020.01%
245SEAGATE TECHNOLOGY HLDNGS PLSE3,889$256,4800.01%
246M & T BK CORP55261F1041,998$252,6480.01%
247SPDR SER TR78464A7632,172$249,8020.01%
248LUMIRADX LTDG5709L1091,035,100$243,3530.01%
249CROWN CASTLE INCCCI2,570$236,5180.01%
250INVESCO LTDIVZ16,041$232,9160.01%
251DOCUSIGN INCDOCU5,480$230,1600.01%
252KIMBERLY-CLARK CORPKMB1,897$229,2120.01%
253MONDELEZ INTL INC6092071053,293$228,5350.01%
254BORGWARNER INCBWA5,633$227,4050.01%
255SCOTTS MIRACLE-GRO COSMG4,400$227,3920.01%
256METLIFE INCMET-PF3,600$226,4760.01%
257TEXAS PACIFIC LAND CORPORATITPL124$226,1220.01%
258SKYWORKS SOLUTIONS INCSWKS2,278$224,5890.01%
259ACUITY BRANDS INCAYI1,288$219,3600.01%
260GENERAL DYNAMICS CORPGD992$219,2030.01%
261ONEOK INC NEWOKE3,436$217,9460.01%
262LAMB WESTON HLDGS INCLW2,312$213,7680.01%
263TYLER TECHNOLOGIES INCTYL550$212,3770.01%
264ALTRIA GROUP INCMO5,010$210,6710.01%
265AMETEK INCAME1,418$209,5240.01%
266SEALED AIR CORP NEWSE6,318$207,6100.01%
267AT&T INCT-PC13,693$205,6690.01%
268NEWELL BRANDS INCNWL21,330$192,6100.01%
269PURE CYCLE CORPPCYO15,867$152,3240.01%
270GABELLI EQUITY TR INCGAB-PK19,000$97,4700.00%
271OCULAR THERAPEUTIX INCOCUL12,000$37,6800.00%