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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 2024 · Filed May 9, 2024 · Accession 0001172661-24-002101

Total Value
$2.32B
Positions
266
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (266)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769483,845$125.8M5.42%
2DEXCOM INCDXCM744,066$103.2M4.45%
3ISHARES TR464287804731,747$80.9M3.49%
4MASTERCARD INCORPORATEDMA150,613$72.5M3.13%
5MICROSOFT CORPMSFT163,295$68.7M2.96%
6VANGUARD SCOTTSDALE FDS92206C409750,580$58.0M2.50%
7ISHARES TR464287457689,691$56.4M2.43%
8APPLE INCAAPL324,548$55.7M2.40%
9JPMORGAN CHASE & COVYLD271,231$54.3M2.34%
10IDEXX LABS INC45168D10493,563$50.5M2.18%
11ADVANCED MICRO DEVICES INCAMD251,218$45.3M1.96%
12ISHARES GOLD TRIAU1,058,762$44.5M1.92%
13DANAHER CORPORATION235851102169,795$42.4M1.83%
14ANALOG DEVICES INCADI210,347$41.6M1.79%
15NOVO-NORDISK A SNONOF321,869$41.3M1.78%
16METTLER TOLEDO INTERNATIONALMTD29,161$38.8M1.67%
17HOME DEPOT INCHD97,125$37.3M1.61%
18BOOKING HOLDINGS INCBKNG9,824$35.6M1.54%
19ALPHABET INCGOOG230,710$34.8M1.50%
20NVIDIA CORPORATIONNVDA38,365$34.7M1.50%
21VERTEX PHARMACEUTICALS INCVRTX77,717$32.5M1.40%
22ILLINOIS TOOL WKS INC452308109117,999$31.7M1.37%
23ROSS STORES INCROST214,359$31.5M1.36%
24ISHARES TR46428720058,944$31.0M1.34%
25INSULET CORPPODD175,004$30.0M1.29%
26INTUITIVE SURGICAL INCISRG70,654$28.2M1.22%
27VANGUARD TAX-MANAGED FDS921943858559,409$28.1M1.21%
28INTUITINTU41,130$26.7M1.15%
29UNION PAC CORPUNP107,687$26.5M1.14%
30REGENERON PHARMACEUTICALSREGN26,396$25.4M1.10%
31SHERWIN WILLIAMS COSHW70,667$24.5M1.06%
32JOHNSON & JOHNSONJNJ155,015$24.5M1.06%
33J P MORGAN EXCHANGE TRADED F46641Q837479,812$24.2M1.04%
34STRYKER CORPORATIONSYK64,805$23.2M1.00%
35ADOBE INCADBE45,063$22.7M0.98%
36THERMO FISHER SCIENTIFIC INCTMO37,614$21.9M0.94%
37TJX COS INC NEW872540109214,874$21.8M0.94%
38MORGAN STANLEYMS-PQ229,645$21.6M0.93%
39HONEYWELL INTL INC438516106102,877$21.1M0.91%
40APPLIED MATLS INC03822210597,522$20.1M0.87%
41ULTA BEAUTY INCULTA36,972$19.3M0.83%
42NVR INCNVR2,271$18.4M0.79%
43ISHARES TR464287226186,394$18.3M0.79%
44THE TRADE DESK INC88339J105196,382$17.2M0.74%
45EATON CORP PLCETN53,473$16.7M0.72%
46MERCK & CO INCMRK123,252$16.3M0.70%
47UNITEDHEALTH GROUP INCUNH31,484$15.6M0.67%
48PIMCO ETF TR72201R833151,448$15.2M0.66%
49SPDR S&P 500 ETF TRSPY28,373$14.8M0.64%
50BROADCOM INCAVGO11,176$14.8M0.64%
51ELI LILLY & COLLY18,822$14.6M0.63%
52AMAZON COM INCAMZN77,592$14.0M0.60%
53PALO ALTO NETWORKS INCPANW48,571$13.8M0.60%
54QUALCOMM INCQCOM80,282$13.6M0.59%
55ABBVIE INCABBV73,947$13.5M0.58%
56NORTHROP GRUMMAN CORPNOC26,548$12.7M0.55%
57VANGUARD SPECIALIZED FUNDS92190884469,352$12.7M0.55%
58DISNEY WALT CO254687106102,458$12.5M0.54%
59AMGEN INCAMGN41,950$11.9M0.51%
60ZOETIS INCZTS68,568$11.6M0.50%
61BROWN FORMAN CORPBF-B222,562$11.5M0.50%
62SALESFORCE INCCRM32,785$9.9M0.43%
63STARBUCKS CORPSBUX107,251$9.8M0.42%
64RTX CORPORATIONRTX98,848$9.6M0.42%
65CONOCOPHILLIPSCOP72,706$9.3M0.40%
66ALPHABET INCGOOG59,112$9.0M0.39%
67VANGUARD INTL EQUITY INDEX F922042858215,365$9.0M0.39%
68CATERPILLAR INCCAT24,314$8.9M0.38%
69PRICE T ROWE GROUP INCTROW66,004$8.0M0.35%
70COGNEX CORPCGNX185,262$7.9M0.34%
71CHEVRON CORP NEWCVX47,852$7.5M0.33%
72NEXTERA ENERGY INCNEE-PW113,306$7.2M0.31%
73DARDEN RESTAURANTS INCDRI42,451$7.1M0.31%
74JEFFERIES FINL GROUP INC47233W109158,630$7.0M0.30%
75EDWARDS LIFESCIENCES CORPEW72,707$6.9M0.30%
76VANGUARD BD INDEX FDS92193783591,488$6.6M0.29%
77PEPSICO INCPEP36,091$6.3M0.27%
78ALLEGION PLCALLE45,678$6.2M0.27%
79CISCO SYS INCCSCO116,268$5.8M0.25%
80BIOGEN INCBIIB26,254$5.7M0.24%
81GILEAD SCIENCES INCGILD75,864$5.6M0.24%
82WEYERHAEUSER CO MTN BEWY152,738$5.5M0.24%
83INTEL CORPINTC121,009$5.3M0.23%
84WILLIAMS SONOMA INCWSM16,350$5.2M0.22%
85PACER FDS TR69374H88188,408$5.1M0.22%
86J P MORGAN EXCHANGE TRADED F46641Q654100,595$5.1M0.22%
87KENVUE INCKVUE234,346$5.0M0.22%
88AMERICAN INTL GROUP INC02687478464,172$5.0M0.22%
89TAIWAN SEMICONDUCTOR MFG LTD87403910036,667$5.0M0.22%
90INVESCO ACTIVELY MANAGED ETFIVZ98,615$4.9M0.21%
91ENBRIDGE INCENNPF131,089$4.7M0.20%
92SOUTHERN COPPER CORPSCCO42,208$4.5M0.19%
93VALERO ENERGY CORPVLO25,408$4.3M0.19%
94DUKE ENERGY CORP NEWDUKB44,056$4.3M0.18%
95TARGET CORPTGT23,779$4.2M0.18%
96BUNGE GLOBAL SABG39,611$4.1M0.18%
97BERKSHIRE HATHAWAY INC DELBRK-A9,295$3.9M0.17%
98EXACT SCIENCES CORP30063P10555,520$3.8M0.17%
99CROWDSTRIKE HLDGS INCCRWD11,742$3.8M0.16%
100VERALTO CORPVLTO42,353$3.8M0.16%
101LOWES COS INC54866110714,550$3.7M0.16%
102ISHARES TR46434V87864,034$3.2M0.14%
103ISHARES TR46428765515,335$3.2M0.14%
104EXXON MOBIL CORPXOM25,888$3.0M0.13%
105NEOGEN CORPNEOG189,626$3.0M0.13%
106PROVIDENT FINL SVCS INC74386T105201,947$2.9M0.13%
107WEST PHARMACEUTICAL SVSC INC9553061057,258$2.9M0.12%
108COSTCO WHSL CORP NEW22160K1053,634$2.7M0.11%
109SERVICENOW INCNOW3,459$2.6M0.11%
110ISHARES TR46435U66364,576$2.6M0.11%
111COLGATE PALMOLIVE COCL27,277$2.5M0.11%
112ABBOTT LABSABLZF20,970$2.4M0.10%
113VANGUARD INTL EQUITY INDEX F92204277539,841$2.3M0.10%
114CITIZENS FINL GROUP INCCIA60,095$2.2M0.09%
115TEXAS INSTRS INC88250810412,198$2.1M0.09%
116BIO-TECHNE CORPTECH29,639$2.1M0.09%
117MCDONALDS CORPMCD7,222$2.0M0.09%
118PFIZER INCPFE70,567$2.0M0.08%
119INSPIRE MED SYS INC4577301098,747$1.9M0.08%
120MOODYS CORPMCO4,699$1.8M0.08%
121TRIMBLE INCTRMB28,050$1.8M0.08%
122BLACKSTONE INCBX12,875$1.7M0.07%
123ROPER TECHNOLOGIES INCROP2,859$1.6M0.07%
124INSTALLED BLDG PRODS INC45780R1015,338$1.4M0.06%
125LOCKHEED MARTIN CORPLMT2,971$1.4M0.06%
126TANDEM DIABETES CARE INCTNDM36,463$1.3M0.06%
127PUBLIC SVC ENTERPRISE GRP IN74457310617,626$1.2M0.05%
128META PLATFORMS INCMETA2,406$1.2M0.05%
129UNITED PARCEL SERVICE INCUPS7,745$1.2M0.05%
130AMERICAN EXPRESS COAXP5,051$1.2M0.05%
131HENRY SCHEIN INCHSIC14,780$1.1M0.05%
132PROCTER AND GAMBLE CO7427181096,812$1.1M0.05%
133VISA INCV3,928$1.1M0.05%
134ACCENTURE PLC IRELANDACN3,032$1.1M0.05%
135APOLLO GLOBAL MGMT INC03769M1069,295$1.0M0.05%
136INTERNATIONAL BUSINESS MACHSINTR5,435$1.0M0.04%
137OKTA INCOKTA9,770$1.0M0.04%
138COMCAST CORP NEWCCZ23,371$1.0M0.04%
139AUTOMATIC DATA PROCESSING INADP4,041$1.0M0.04%
140PAYCHEX INCPAYX8,100$994,6800.04%
141ILLUMINA INCILMN7,043$967,1450.04%
142PHILIP MORRIS INTL INC71817210910,487$960,8190.04%
143SHOCKWAVE MED INC82489T1042,683$873,6660.04%
144ISHARES TR46428987520,088$859,3690.04%
145BANK AMERICA CORP06050510422,514$853,7240.04%
146NOVARTIS AGNVSEF8,808$851,9980.04%
147DEERE & CODE2,071$850,6430.04%
148TAKE-TWO INTERACTIVE SOFTWARTTWO5,621$834,6630.04%
149ISHARES TR46428750713,645$828,7980.04%
150HUNTINGTON BANCSHARES INCHBANP57,882$807,4540.03%
151VANGUARD WORLD FD92204A7021,521$797,5790.03%
152ALNYLAM PHARMACEUTICALS INCALNY5,018$749,9410.03%
153PLAINS ALL AMERN PIPELINE L72650310540,900$718,2040.03%
154ARES CAPITAL CORPARCC34,148$710,9620.03%
155ORACLE CORPORCL-PD5,615$705,3370.03%
156BANK NEW YORK MELLON CORP06405810012,221$704,1750.03%
157WP CAREY INC92936U10912,395$699,5740.03%
158AFLAC INCAFL8,106$695,9820.03%
159JOHNSON CTLS INTL PLCG5150210510,648$695,5280.03%
160PULTE GROUP INC7458671015,635$679,6940.03%
161CORNING INCGLW20,465$674,5270.03%
162VANGUARD BD INDEX FDS9219378278,765$672,0130.03%
163EMERSON ELEC COEMR5,720$648,7630.03%
164VIATRIS INCVTRS52,595$627,9850.03%
165JACOBS SOLUTIONS INCJ4,020$617,9950.03%
166ROCKWELL AUTOMATION INCROK2,106$613,5410.03%
167SPDR GOLD TRGLD2,918$600,2910.03%
168MICRON TECHNOLOGY INCMU5,081$599,0000.03%
169NORFOLK SOUTHN CORP6558441082,345$597,6710.03%
170ARES MANAGEMENT CORPORATIONARES-PB4,375$581,7880.03%
171RIO TINTO PLCRTNTF8,969$571,6850.02%
172KINDER MORGAN INC DELEP-PC29,891$548,2010.02%
173BRISTOL-MYERS SQUIBB COCELG-RI9,900$536,8770.02%
174HP INCHPQ16,942$511,9880.02%
175CME GROUP INCCME2,376$511,5300.02%
176AMPHENOL CORP NEW0320951014,351$501,8880.02%
177PRUDENTIAL FINL INCPUKPF4,267$500,9460.02%
178LAMB WESTON HLDGS INCLW4,563$486,0970.02%
179AMEREN CORPAEE6,526$482,6630.02%
180ARCH CAP GROUP LTDG0450A1055,200$480,6880.02%
181ASTRAZENECA PLCAZN7,000$474,2500.02%
182J P MORGAN EXCHANGE TRADED F46641Q4074,077$456,6400.02%
183VANGUARD INDEX FDS9229086291,802$450,2480.02%
184DOW INCDOW7,764$449,7690.02%
185AKAMAI TECHNOLOGIES INCAKAM4,111$447,1130.02%
186UNITED RENTALS INCURI620$447,0890.02%
187VONTIER CORPORATIONVNT9,700$439,9920.02%
188LOEWS CORPL5,598$438,2680.02%
189MARATHON OIL CORPMARA14,980$424,5340.02%
190WHIRLPOOL CORPWHR-PA3,529$422,1750.02%
191CONAGRA BRANDS INCCAG14,096$417,8060.02%
192SNAP ON INCSNA1,403$415,5970.02%
193NIKE INCNKE4,407$414,1280.02%
194CARDINAL HEALTH INCCAH3,684$412,2400.02%
195BLACKROCK INCBLK491$409,3470.02%
196DELTA AIR LINES INC DELDAL8,419$403,0180.02%
197ALBEMARLE CORPALB-PA3,054$402,3340.02%
198M & T BK CORP55261F1042,721$395,7430.02%
199FACTSET RESH SYS INC303075105864$392,5930.02%
200PAYPAL HLDGS INCPYPL5,803$388,7430.02%
201COCA COLA COKO6,339$387,8210.02%
202GALLAGHER ARTHUR J & CO3635761091,550$387,5620.02%
203QORVO INCQRVO3,370$386,9780.02%
204VERIZON COMMUNICATIONS INCVZ9,188$385,5290.02%
205CF INDS HLDGS INC1252691004,567$380,0210.02%
206MODERNA INCMRNA3,460$368,6980.02%
207MCCORMICK & CO INCMKC-V4,800$368,6880.02%
208ISHARES TR4642875562,650$363,6330.02%
209SEAGATE TECHNOLOGY HLDNGS PLSE3,904$363,2680.02%
210PIONEER NAT RES CO7237871071,380$362,2500.02%
211ASSURANT INCAIZN1,910$359,5390.02%
212MONDELEZ INTL INC6092071055,118$358,2600.02%
213ROKU INCROKU5,356$349,0510.02%
214CSX CORPCSX9,394$348,2360.02%
215ACUITY BRANDS INCAYI1,292$347,2000.01%
216IRHYTHM TECHNOLOGIES INCIRTC2,987$346,4920.01%
217GRAINGER W W INC384802104337$342,8310.01%
218VANGUARD INDEX FDS9229087511,483$338,9370.01%
219SOUTHERN COSOMN4,664$334,5960.01%
220TE CONNECTIVITY LTDTEL2,300$334,0520.01%
221EXPEDITORS INTL WASH INC3021301092,746$333,8320.01%
222HASBRO INCHAS5,872$331,8860.01%
223VEEVA SYS INCVEEV1,401$324,5980.01%
224MASCO CORPMAS3,900$307,6320.01%
225PHILLIPS 66PSX1,879$306,9160.01%
226GENERAL DYNAMICS CORPGD1,067$301,4170.01%
227FIDELITY COVINGTON TRUST31609A30510,021$296,1210.01%
228D R HORTON INC23331A1091,750$287,9630.01%
2293M COMMM2,623$278,2220.01%
230ONEOK INC NEWOKE3,436$275,4650.01%
231SPDR SER TR78464A7632,088$274,0300.01%
232CITIGROUP INCC-PR4,286$271,0470.01%
233WALMART INCWMT4,474$269,2010.01%
234INVESCO LTDIVZ16,087$266,8840.01%
235SCHWAB STRATEGIC TR8085242014,200$260,6570.01%
236BIO RAD LABS INC090572207753$260,4410.01%
237AMETEK INCAME1,413$258,4380.01%
238DIAGEO PLCDGEAF1,726$256,7260.01%
239DOCUSIGN INCDOCU4,194$249,7530.01%
240SKYWORKS SOLUTIONS INCSWKS2,285$247,5120.01%
241KIMBERLY-CLARK CORPKMB1,897$245,3630.01%
242LAMAR ADVERTISING CO NEWLAMR2,050$244,7910.01%
243ZIONS BANCORPORATION N A9897011075,550$240,8700.01%
244MIDDLEBY CORPMIDD1,463$235,2360.01%
245SEALED AIR CORP NEWSE6,295$234,1740.01%
246TYLER TECHNOLOGIES INCTYL550$233,7560.01%
247COOPER COS INC2166485012,292$232,5470.01%
248DOLLAR GEN CORP NEW2566771051,393$217,3920.01%
249FIDELITY WISE ORIGIN BITCOINFBTC3,500$217,2100.01%
250ALTRIA GROUP INCMO4,949$215,8760.01%
251TEXAS PACIFIC LAND CORPORATITPL372$215,2060.01%
252UNILEVER PLCUNLYF4,285$215,0650.01%
253TELEDYNE TECHNOLOGIES INCTDY490$210,3670.01%
254ISHARES TR46429B6631,884$207,6360.01%
255AT&T INCT-PC11,566$203,5630.01%
256ISHARES TR464287689677$203,1550.01%
257STANLEY BLACK & DECKER INCSWK2,055$201,2470.01%
258SIRIUS XM HOLDINGS INCSIRI42,962$166,6950.01%
259VALLEY NATL BANCORP91979410717,815$141,8080.01%
260PURE CYCLE CORPPCYO14,500$137,7500.01%
261EATON VANCE TAX-MANAGED DIVEETN10,000$133,6000.01%
262OCULAR THERAPEUTIX INCOCUL14,000$127,4000.01%
263ADAPTHEALTH CORPAHCO10,271$118,2200.01%
264EATON VANCE TAX-MANAGED GLOBETN13,500$110,1600.00%
265GABELLI EQUITY TR INCGAB-PK19,000$104,8800.00%
266PORTAGE BIOTECH INCG7185A12811,395$6,4190.00%