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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 Q2 2025 · Filed July 15, 2025 · Accession 0001172661-25-002601

Total Value
$2.27B
Positions
250
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (250)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769522,564$158.8M7.01%
2ISHARES TR464287804842,155$92.0M4.06%
3MICROSOFT CORPMSFT158,050$78.6M3.47%
4JPMORGAN CHASE & CO.VYLD255,237$74.0M3.27%
5MASTERCARD INCORPORATEDMA122,981$69.1M3.05%
6APPLE INCAAPL298,644$61.3M2.70%
7VANGUARD SCOTTSDALE FDS92206C409728,135$57.9M2.56%
8ISHARES GOLD TRIAU919,938$57.4M2.53%
9ISHARES TR464287457685,531$56.8M2.51%
10NVIDIA CORPORATIONNVDA315,895$49.9M2.20%
11VANGUARD TAX-MANAGED FDS921943858836,466$47.7M2.10%
12MORGAN STANLEYMS-PQ317,142$44.7M1.97%
13BOOKING HOLDINGS INCBKNG7,660$44.3M1.96%
14ALPHABET INCGOOG225,803$39.8M1.76%
15PALO ALTO NETWORKS INCPANW173,502$35.5M1.57%
16TJX COS INC NEW872540109287,434$35.5M1.57%
17ANALOG DEVICES INCADI147,607$35.1M1.55%
18VERTEX PHARMACEUTICALS INCVRTX77,031$34.3M1.51%
19INTUITINTU42,551$33.5M1.48%
20INTUITIVE SURGICAL INCISRG59,295$32.2M1.42%
21ILLINOIS TOOL WKS INC452308109128,847$31.9M1.41%
22DEXCOM INCDXCM345,590$30.2M1.33%
23HOME DEPOT INCHD81,015$29.7M1.31%
24FORTINET INCFTNT274,119$29.0M1.28%
25INSULET CORPPODD88,630$27.8M1.23%
26ISHARES TR46428720043,758$27.2M1.20%
27ISHARES TR464287226269,276$26.7M1.18%
28J P MORGAN EXCHANGE TRADED F46641Q837517,476$26.2M1.16%
29IDEXX LABS INC45168D10448,625$26.1M1.15%
30STRYKER CORPORATIONSYK64,300$25.4M1.12%
31SHERWIN WILLIAMS COSHW71,363$24.5M1.08%
32ADVANCED MICRO DEVICES INCAMD171,668$24.4M1.08%
33BROADCOM INCAVGO84,121$23.2M1.02%
34ROSS STORES INCROST180,420$23.0M1.02%
35ZOETIS INCZTS142,613$22.2M0.98%
36SPDR S&P 500 ETF TRSPY34,743$21.5M0.95%
37APPLIED MATLS INC038222105115,002$21.1M0.93%
38VANGUARD SPECIALIZED FUNDS92190884497,395$19.9M0.88%
39EATON CORP PLCETN54,795$19.6M0.86%
40HONEYWELL INTL INC43851610683,397$19.4M0.86%
41DANAHER CORPORATION23585110297,403$19.2M0.85%
42ELI LILLY & COLLY22,500$17.5M0.77%
43METTLER TOLEDO INTERNATIONALMTD14,669$17.2M0.76%
44NVR INCNVR2,330$17.2M0.76%
45JOHNSON & JOHNSONJNJ110,884$16.9M0.75%
46ABBVIE INCABBV82,094$15.2M0.67%
47PAYPAL HLDGS INCPYPL203,908$15.2M0.67%
48AMGEN INCAMGN52,441$14.6M0.65%
49ADOBE INCADBE37,737$14.6M0.64%
50THE TRADE DESK INC88339J105201,129$14.5M0.64%
51NOVO-NORDISK A SNONOF193,163$13.3M0.59%
52REGENERON PHARMACEUTICALSREGN23,515$12.3M0.54%
53QUALCOMM INCQCOM74,375$11.8M0.52%
54CISCO SYS INCCSCO168,478$11.7M0.52%
55RTX CORPORATIONRTX77,137$11.3M0.50%
56DARDEN RESTAURANTS INCDRI51,674$11.3M0.50%
57DISNEY WALT CO25468710690,142$11.2M0.49%
58VANGUARD INTL EQUITY INDEX F922042858221,569$11.0M0.48%
59GILEAD SCIENCES INCGILD96,887$10.7M0.47%
60CATERPILLAR INCCAT26,933$10.5M0.46%
61TAIWAN SEMICONDUCTOR MFG LTD87403910046,156$10.5M0.46%
62AMAZON COM INCAMZN47,021$10.3M0.46%
63VANGUARD BD INDEX FDS921937835129,697$9.5M0.42%
64JEFFERIES FINL GROUP INC47233W109159,960$8.7M0.39%
65PIMCO ETF TR72201R83386,173$8.7M0.38%
66CHUBB LIMITEDCB28,202$8.2M0.36%
67NORTHROP GRUMMAN CORPNOC16,105$8.1M0.36%
68APOLLO GLOBAL MGMT INC03769M10656,158$8.0M0.35%
69AUTOMATIC DATA PROCESSING INADP25,569$7.9M0.35%
70NEXTERA ENERGY INCNEE-PW112,700$7.8M0.35%
71VANGUARD INDEX FDS92290836313,407$7.6M0.34%
72CHEVRON CORP NEWCVX52,802$7.6M0.33%
73J P MORGAN EXCHANGE TRADED F46641Q654139,051$7.1M0.31%
74ENBRIDGE INCENNPF152,543$6.9M0.31%
75DUKE ENERGY CORP NEWDUKB55,725$6.6M0.29%
76SALESFORCE INCCRM23,979$6.5M0.29%
77UNITEDHEALTH GROUP INCUNH20,177$6.3M0.28%
78WASTE MGMT INC DEL94106L10927,488$6.3M0.28%
79PEPSICO INCPEP45,343$6.0M0.26%
80ISHARES TR46428765527,612$6.0M0.26%
81ISHARES TR46428825746,319$6.0M0.26%
82ALPHABET INCGOOG33,052$5.9M0.26%
83KENVUE INCKVUE279,682$5.9M0.26%
84SOUTHERN COPPER CORPSCCO57,710$5.8M0.26%
85SNAP ON INCSNA18,515$5.8M0.25%
86PACER FDS TR69374H881102,596$5.7M0.25%
87ALLSTATE CORPALL-PJ27,954$5.6M0.25%
88EQUINIX INCEQIX7,067$5.6M0.25%
89PINNACLE WEST CAP CORPPNW62,818$5.6M0.25%
90STARBUCKS CORPSBUX56,904$5.2M0.23%
91ACCENTURE PLC IRELANDACN15,907$4.8M0.21%
92BERKSHIRE HATHAWAY INC DELBRK-A8,353$4.1M0.18%
93VALERO ENERGY CORPVLO30,152$4.1M0.18%
94INVESCO ACTIVELY MANAGED EXCIVZ77,854$3.9M0.17%
95WILLIAMS SONOMA INCWSM20,185$3.3M0.15%
96EXXON MOBIL CORPXOM30,006$3.2M0.14%
97COGNEX CORPCGNX99,475$3.2M0.14%
98PROVIDENT FINL SVCS INC74386T105168,996$3.0M0.13%
99INSTALLED BLDG PRODS INC45780R10115,974$2.9M0.13%
100ISHARES TR46435U66364,576$2.7M0.12%
101VANGUARD INTL EQUITY INDEX F92204277537,394$2.5M0.11%
102MERCK & CO INCMRK31,106$2.5M0.11%
103ISHARES TR46434V87848,080$2.4M0.11%
104COSTCO WHSL CORP NEW22160K1052,388$2.4M0.10%
105TRIMBLE INCTRMB30,893$2.3M0.10%
106PUBLIC SVC ENTERPRISE GRP IN74457310626,786$2.3M0.10%
107UNION PAC CORPUNP9,577$2.2M0.10%
108GRAINGER W W INC3848021041,994$2.1M0.09%
109CROWDSTRIKE HLDGS INCCRWD3,873$2.0M0.09%
110ABBOTT LABSABLZF14,333$1.9M0.09%
111MOODYS CORPMCO3,883$1.9M0.09%
112LOWES COS INC5486611078,698$1.9M0.09%
113ORACLE CORPORCL-PD8,495$1.9M0.08%
114THERMO FISHER SCIENTIFIC INCTMO4,161$1.7M0.07%
115VERALTO CORPVLTO16,546$1.7M0.07%
116INVESCO QQQ TRIVZ2,956$1.6M0.07%
117BIOGEN INCBIIB12,930$1.6M0.07%
118ROPER TECHNOLOGIES INCROP2,859$1.6M0.07%
119SERVICENOW INCNOW1,570$1.6M0.07%
120AMERICAN EXPRESS COAXP4,993$1.6M0.07%
121BLACKSTONE INCBX9,373$1.4M0.06%
122META PLATFORMS INCMETA1,880$1.4M0.06%
123BROWN FORMAN CORPBF-B47,452$1.3M0.06%
124GE AEROSPACE3696043014,926$1.3M0.06%
125TEXAS INSTRS INC8825081045,929$1.2M0.05%
126INTERNATIONAL BUSINESS MACHSINTR4,003$1.2M0.05%
127AT&T INCT-PC38,512$1.1M0.05%
128BANK NEW YORK MELLON CORP06405810011,567$1.1M0.05%
129VANGUARD WORLD FD92204A7021,572$1.0M0.05%
130PHILIP MORRIS INTL INC7181721095,670$1.0M0.05%
131AMPHENOL CORP NEW03209510110,417$1.0M0.05%
132PAYCHEX INCPAYX6,740$980,4010.04%
133CONOCOPHILLIPSCOP10,624$953,3980.04%
134ISHARES TR46428750715,259$946,3640.04%
135COMCAST CORP NEWCCZ25,108$896,1160.04%
136PROCTER AND GAMBLE CO7427181095,605$893,0660.04%
137CORNING INCGLW15,945$838,5480.04%
138ISHARES TR46428987518,029$830,0580.04%
139MCDONALDS CORPMCD2,802$818,6680.04%
140COCA COLA COKO11,487$812,6880.04%
141EMERSON ELEC COEMR6,095$812,6470.04%
142BOSTON SCIENTIFIC CORPBSX7,356$790,1080.03%
143WALMART INCWMT7,964$778,6780.03%
144HENRY SCHEIN INCHSIC10,405$760,0860.03%
145ARES MANAGEMENT CORPORATIONARES-PB4,375$757,7500.03%
146PLAINS ALL AMERN PIPELINE L72650310540,900$749,2880.03%
147ISHARES TR4642875983,782$734,5780.03%
148BERKSHIRE HATHAWAY INC DELBRK-A1$728,8000.03%
149SPDR GOLD TRGLD2,365$720,9230.03%
150VANGUARD BD INDEX FDS9219378278,664$681,8570.03%
151DEERE & CODE1,320$671,2070.03%
152GE VERNOVA INCGEV1,242$657,2050.03%
153SCHWAB STRATEGIC TR80852420126,696$652,4520.03%
154VERIZON COMMUNICATIONS INCVZ15,059$651,5860.03%
155BANK AMERICA CORP06050510413,562$641,7540.03%
156SEAGATE TECHNOLOGY HLDNGS PLSE4,395$634,3310.03%
157LOCKHEED MARTIN CORPLMT1,363$631,2600.03%
158COLGATE PALMOLIVE COCL6,878$625,2110.03%
159NOVARTIS AGNVSEF5,067$613,1580.03%
160PFIZER INCPFE25,192$610,6500.03%
161DOLLAR GEN CORP NEW2566771055,278$603,6980.03%
162VANGUARD WORLD FD9219107259,200$602,6000.03%
163ASTRAZENECA PLCAZN8,087$565,1200.02%
164VANGUARD INDEX FDS9229086291,978$553,5040.02%
165PULTE GROUP INC7458671015,226$551,1340.02%
166M & T BK CORP55261F1042,776$538,5170.02%
167AUTODESK INCADSK1,728$534,8550.02%
168NIKE INCNKE7,303$518,7980.02%
169ISHARES TR4642874325,819$513,5270.02%
170JACOBS SOLUTIONS INCJ3,799$499,3790.02%
171LOEWS CORPL5,307$486,4400.02%
172VISA INCV1,365$484,6760.02%
173J P MORGAN EXCHANGE TRADED F46641Q4074,077$481,8760.02%
174SOLVENTUM CORPSOLV5,994$454,5850.02%
175AFLAC INCAFL4,296$453,0570.02%
1763M COMMM2,900$441,4390.02%
177ISHARES TR4642887602,306$435,0040.02%
178UNITED RENTALS INCURI564$424,9180.02%
179ALTRIA GROUP INCMO7,177$420,8010.02%
180ALNYLAM PHARMACEUTICALS INCALNY1,290$420,6570.02%
181VIATRIS INCVTRS46,775$417,7010.02%
182VANGUARD INDEX FDS9229087511,733$410,6220.02%
183GOLDMAN SACHS GROUP INCGSCE574$406,5090.02%
184ARCH CAP GROUP LTDG0450A1054,459$405,9920.02%
185VANGUARD INDEX FDS922908736920$403,2370.02%
186MICRON TECHNOLOGY INCMU3,216$396,3720.02%
187SELECT SECTOR SPDR TR81369Y6057,563$396,0810.02%
188HASBRO INCHAS5,329$393,3870.02%
189TEXAS PACIFIC LAND CORPORATITPL372$392,9780.02%
190SPDR SERIES TRUST78464A7632,863$388,5950.02%
191FACTSET RESH SYS INC303075105864$386,4500.02%
192CARDINAL HEALTH INCCAH2,274$382,0320.02%
193CITIGROUP INCC-PR4,403$374,7840.02%
194BRISTOL-MYERS SQUIBB COCELG-RI8,063$373,2540.02%
195FIDELITY COVINGTON TRUST31609A30510,021$371,0780.02%
196ALIGN TECHNOLOGY INCALGN1,948$368,8150.02%
197ACUITY INCAYI1,221$364,2740.02%
198ROKU INCROKU4,113$361,4920.02%
199ASSURANT INCAIZN1,804$356,2720.02%
200KINDER MORGAN INC DELEP-PC12,048$354,2120.02%
201NORFOLK SOUTHN CORP6558441081,379$352,9830.02%
202VONTIER CORPORATIONVNT9,153$337,7460.01%
203MONDELEZ INTL INC6092071054,976$335,5820.01%
204VERISIGN INCVRSN1,156$333,8530.01%
205AMERICAN INTL GROUP INC0268747843,890$332,9460.01%
206FIDELITY WISE ORIGIN BITCOINFBTC3,500$328,9650.01%
207JOHNSON CTLS INTL PLCG515021053,110$328,4790.01%
208SPDR SERIES TRUST78468R6633,500$321,0550.01%
209ONEOK INC NEWOKE3,902$318,5210.01%
210AKAMAI TECHNOLOGIES INCAKAM3,872$308,8310.01%
211EXPEDITORS INTL WASH INC3021301092,598$296,8220.01%
212UNILEVER PLCUNLYF4,735$289,6400.01%
213TRAVELERS COMPANIES INCTRV1,051$281,1850.01%
214CONAGRA BRANDS INCCAG13,326$272,7840.01%
215ISHARES TR464287689777$272,7270.01%
216ISHARES TR4642875562,150$271,9970.01%
217SHOPIFY INCSHOP2,350$271,0730.01%
218LAMAR ADVERTISING CO NEWLAMR2,225$270,0260.01%
219ZIONS BANCORPORATION N A9897011075,195$269,8290.01%
220MCCORMICK & CO INCMKC-V3,542$268,5550.01%
221KIMBERLY-CLARK CORPKMB2,054$264,8580.01%
222QORVO INCQRVO2,840$241,1450.01%
223EXACT SCIENCES CORP30063P1054,503$239,2900.01%
224INVESCO LTDIVZ15,123$238,4900.01%
225ISHARES TR46429B6632,009$235,3950.01%
226PALANTIR TECHNOLOGIES INCPLTR1,700$231,7440.01%
227CAPITAL GROUP DIVIDEND VALUE14020W1065,854$231,1750.01%
228CONSTELLATION ENERGY CORPCEG710$229,1600.01%
229AON PLCAON639$227,9700.01%
230HUNTINGTON BANCSHARES INCHBANP13,338$223,5450.01%
231LAMB WESTON HLDGS INCLW4,301$223,0070.01%
232HUBBELL INCHUBB545$222,5840.01%
233VANGUARD SCOTTSDALE FDS92206C6802,032$221,8680.01%
234ARES CAPITAL CORPARCC10,035$220,3690.01%
235TESLA INCTSLA693$220,1390.01%
236TORONTO DOMINION BK ONTTORO2,963$217,6330.01%
237CITIZENS FINL GROUP INCCIA4,827$216,0090.01%
238MIDDLEBY CORPMIDD1,463$210,6720.01%
239SELECT SECTOR SPDR TR81369Y803830$210,1990.01%
240ISHARES TR4642873091,907$209,9610.01%
241ROCKWELL AUTOMATION INCROK630$209,2680.01%
242STATE STR CORPSTT-PG1,919$204,0670.01%
243EATON VANCE TAX-MANAGED DIVEETN10,000$154,7000.01%
244PURE CYCLE CORPPCYO14,166$151,8600.01%
245AES CORPAES13,349$140,4320.01%
246EATON VANCE TAX-MANAGED GLOBETN14,895$130,3320.01%
247OCULAR THERAPEUTIX INCOCUL14,000$129,9200.01%
248GABELLI EQUITY TR INCGAB-PK19,000$110,5800.00%
249ADAPTHEALTH CORPAHCO10,271$96,8560.00%
250NEOGEN CORPNEOG17,328$82,8280.00%