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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 2025 · Filed October 16, 2025 · Accession 0001172661-25-004301

Total Value
$2.38B
Positions
254
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (254)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769526,159$172.7M7.26%
2ISHARES TR464287804888,362$105.6M4.44%
3MICROSOFT CORPMSFT193,824$100.4M4.22%
4JPMORGAN CHASE & CO.VYLD240,887$76.0M3.20%
5APPLE INCAAPL293,615$74.8M3.14%
6MASTERCARD INCORPORATEDMA119,639$68.1M2.86%
7ISHARES GOLD TRIAU923,448$67.2M2.83%
8VANGUARD SCOTTSDALE FDS92206C409734,289$58.7M2.47%
9ISHARES TR464287457697,304$57.8M2.43%
10NVIDIA CORPORATIONNVDA299,981$56.0M2.35%
11VANGUARD TAX-MANAGED FDS921943858932,557$55.9M2.35%
12ALPHABET INCGOOG221,617$53.9M2.27%
13MORGAN STANLEYMS-PQ299,568$47.6M2.00%
14TJX COS INC NEW872540109302,747$43.8M1.84%
15BOOKING HOLDINGS INCBKNG7,618$41.1M1.73%
16IDEXX LABS INC45168D10456,241$35.9M1.51%
17ANALOG DEVICES INCADI142,858$35.1M1.48%
18PALO ALTO NETWORKS INCPANW171,855$35.0M1.47%
19ILLINOIS TOOL WKS INC452308109128,303$33.5M1.41%
20HOME DEPOT INCHD81,807$33.1M1.39%
21VERTEX PHARMACEUTICALS INCVRTX76,142$29.8M1.25%
22INTUITINTU42,107$28.8M1.21%
23ISHARES TR464287226280,368$28.1M1.18%
24ISHARES TR46428720040,884$27.4M1.15%
25ADVANCED MICRO DEVICES INCAMD163,765$26.5M1.11%
26ROSS STORES INCROST169,952$25.9M1.09%
27J P MORGAN EXCHANGE TRADED F46641Q837509,466$25.8M1.09%
28INTUITIVE SURGICAL INCISRG57,473$25.7M1.08%
29BROADCOM INCAVGO76,794$25.3M1.07%
30INSULET CORPPODD81,340$25.1M1.06%
31SHERWIN WILLIAMS COSHW70,681$24.5M1.03%
32APPLIED MATLS INC038222105114,880$23.5M0.99%
33STRYKER CORPORATIONSYK62,714$23.2M0.97%
34FORTINET INCFTNT270,196$22.7M0.96%
35VANGUARD SPECIALIZED FUNDS92190884498,608$21.3M0.89%
36EATON CORP PLCETN56,478$21.1M0.89%
37DEXCOM INCDXCM310,304$20.9M0.88%
38JOHNSON & JOHNSONJNJ111,831$20.7M0.87%
39ZOETIS INCZTS139,991$20.5M0.86%
40SPDR S&P 500 ETF TRSPY29,401$19.6M0.82%
41ABBVIE INCABBV83,267$19.3M0.81%
42NVR INCNVR2,312$18.6M0.78%
43HONEYWELL INTL INC43851610684,369$17.8M0.75%
44DANAHER CORPORATION23585110289,179$17.7M0.74%
45ELI LILLY & COLLY20,158$15.4M0.65%
46AMGEN INCAMGN53,589$15.1M0.64%
47CATERPILLAR INCCAT28,145$13.4M0.56%
48PAYPAL HLDGS INCPYPL200,041$13.4M0.56%
49TAIWAN SEMICONDUCTOR MFG LTD87403910047,744$13.3M0.56%
50CISCO SYS INCCSCO191,060$13.1M0.55%
51ADOBE INCADBE36,744$13.0M0.55%
52QUALCOMM INCQCOM77,403$12.9M0.54%
53RTX CORPORATIONRTX75,206$12.6M0.53%
54VANGUARD INTL EQUITY INDEX F922042858230,139$12.5M0.52%
55SERVICENOW INCNOW12,339$11.4M0.48%
56GILEAD SCIENCES INCGILD101,082$11.2M0.47%
57JEFFERIES FINL GROUP INC47233W109167,013$10.9M0.46%
58DISNEY WALT CO25468710689,310$10.2M0.43%
59DARDEN RESTAURANTS INCDRI53,637$10.2M0.43%
60NORTHROP GRUMMAN CORPNOC16,312$9.9M0.42%
61VANGUARD BD INDEX FDS921937835133,144$9.9M0.42%
62NOVO-NORDISK A SNONOF170,939$9.5M0.40%
63CHUBB LIMITEDCB32,733$9.2M0.39%
64AMAZON COM INCAMZN40,679$8.9M0.38%
65METTLER TOLEDO INTERNATIONALMTD7,221$8.9M0.37%
66NEXTERA ENERGY INCNEE-PW116,533$8.8M0.37%
67VANGUARD INDEX FDS92290836314,196$8.7M0.37%
68APOLLO GLOBAL MGMT INC03769M10664,382$8.6M0.36%
69WASTE MGMT INC DEL94106L10937,971$8.4M0.35%
70ENBRIDGE INCENNPF157,861$8.0M0.33%
71SNAP ON INCSNA22,877$7.9M0.33%
72ALLSTATE CORPALL-PJ36,173$7.8M0.33%
73AUTOMATIC DATA PROCESSING INADP26,374$7.7M0.33%
74PIMCO ETF TR72201R83376,378$7.7M0.32%
75KENVUE INCKVUE467,108$7.6M0.32%
76SOUTHERN COPPER CORPSCCO59,974$7.3M0.31%
77DUKE ENERGY CORP NEWDUKB57,821$7.2M0.30%
78ALPHABET INCGOOG29,276$7.1M0.30%
79CME GROUP INCCME26,274$7.1M0.30%
80MOODYS CORPMCO14,748$7.0M0.30%
81THE TRADE DESK INC88339J105140,369$6.9M0.29%
82ISHARES TR46428825748,136$6.7M0.28%
83ISHARES TR46428765527,400$6.6M0.28%
84PEPSICO INCPEP46,684$6.6M0.28%
85REGENERON PHARMACEUTICALSREGN11,525$6.5M0.27%
86PACER FDS TR69374H881103,547$6.0M0.25%
87PINNACLE WEST CAP CORPPNW65,011$5.8M0.25%
88EQUINIX INCEQIX7,390$5.8M0.24%
89VALERO ENERGY CORPVLO31,742$5.4M0.23%
90SALESFORCE INCCRM22,560$5.3M0.22%
91STARBUCKS CORPSBUX54,822$4.6M0.20%
92COGNEX CORPCGNX98,150$4.4M0.19%
93J P MORGAN EXCHANGE TRADED F46641Q65478,990$4.0M0.17%
94WILLIAMS SONOMA INCWSM20,185$3.9M0.17%
95BERKSHIRE HATHAWAY INC DELBRK-A7,230$3.6M0.15%
96INSTALLED BLDG PRODS INC45780R10114,474$3.6M0.15%
97INVESCO ACTIVELY MANAGED EXCIVZ70,583$3.5M0.15%
98EXXON MOBIL CORPXOM27,334$3.1M0.13%
99PROVIDENT FINL SVCS INC74386T105158,996$3.1M0.13%
100ISHARES TR46435U66364,576$2.9M0.12%
101VANGUARD INTL EQUITY INDEX F92204277537,019$2.6M0.11%
102MERCK & CO INCMRK29,668$2.5M0.10%
103TRIMBLE INCTRMB30,193$2.5M0.10%
104ORACLE CORPORCL-PD8,558$2.4M0.10%
105PUBLIC SVC ENTERPRISE GRP IN74457310628,380$2.4M0.10%
106UNION PAC CORPUNP9,508$2.2M0.09%
107COSTCO WHSL CORP NEW22160K1052,327$2.2M0.09%
108ISHARES TR46434V87841,580$2.1M0.09%
109LOWES COS INC5486611077,896$2.0M0.08%
110ABBOTT LABSABLZF13,579$1.8M0.08%
111BIOGEN INCBIIB12,930$1.8M0.08%
112CROWDSTRIKE HLDGS INCCRWD3,591$1.8M0.07%
113VERALTO CORPVLTO16,188$1.7M0.07%
114AMERICAN EXPRESS COAXP5,059$1.7M0.07%
115GRAINGER W W INC3848021041,639$1.6M0.07%
116BLACKSTONE INCBX8,953$1.5M0.06%
117INVESCO QQQ TRIVZ2,479$1.5M0.06%
118ROPER TECHNOLOGIES INCROP2,859$1.4M0.06%
119CHEVRON CORP NEWCVX8,641$1.3M0.06%
120SPDR S&P 500 ETF TRSPY2,000$1.3M0.06%
121CORNING INCGLW15,945$1.3M0.06%
122BANK NEW YORK MELLON CORP06405810011,467$1.2M0.05%
123THERMO FISHER SCIENTIFIC INCTMO2,523$1.2M0.05%
124GE AEROSPACE3696043013,986$1.2M0.05%
125VANGUARD WORLD FD92204A7021,572$1.2M0.05%
126AMPHENOL CORP NEW0320951019,387$1.2M0.05%
127INTERNATIONAL BUSINESS MACHSINTR4,030$1.1M0.05%
128BROWN FORMAN CORPBF-B40,918$1.1M0.05%
129TEXAS INSTRS INC8825081045,965$1.1M0.05%
130META PLATFORMS INCMETA1,470$1.1M0.05%
131AT&T INCT-PC37,277$1.1M0.04%
132SEAGATE TECHNOLOGY HLDNGS PLSE4,395$1.0M0.04%
133ISHARES TR46428750715,859$1.0M0.04%
134PHILIP MORRIS INTL INC7181721095,792$939,4630.04%
135VANGUARD WORLD FD92191072513,500$936,4950.04%
136CONOCOPHILLIPSCOP9,525$900,9700.04%
137ISHARES TR46428987517,826$848,1480.04%
138M & T BK CORP55261F1044,114$813,0090.03%
139PROCTER AND GAMBLE CO7427181095,272$810,1170.03%
140WALMART INCWMT7,830$806,9340.03%
141CARDINAL HEALTH INCCAH5,126$804,5770.03%
142SPDR GOLD TRGLD2,196$780,6130.03%
143EMERSON ELEC COEMR5,795$760,1890.03%
144COMCAST CORP NEWCCZ24,055$755,8180.03%
145BERKSHIRE HATHAWAY INC DELBRK-A1$754,2000.03%
146PAYCHEX INCPAYX5,890$746,6170.03%
147MCDONALDS CORPMCD2,434$739,6690.03%
148VERIZON COMMUNICATIONS INCVZ16,650$731,7500.03%
149VANGUARD BD INDEX FDS9219378279,221$727,6300.03%
150SCHWAB STRATEGIC TR80852420126,978$710,6030.03%
151ACCENTURE PLC IRELANDACN2,855$704,0430.03%
152PFIZER INCPFE27,627$703,9480.03%
153ARES MANAGEMENT CORPORATIONARES-PB4,375$699,5190.03%
154PLAINS ALL AMERN PIPELINE L72650310540,900$697,7540.03%
155PULTE GROUP INC7458671015,226$690,5120.03%
156BANK AMERICA CORP06050510413,287$685,4770.03%
157LOCKHEED MARTIN CORPLMT1,346$671,9370.03%
158UNITEDHEALTH GROUP INCUNH1,938$669,1920.03%
159GE VERNOVA INCGEV1,083$665,9370.03%
160NOVARTIS AGNVSEF5,035$645,6890.03%
161HENRY SCHEIN INCHSIC9,405$624,2100.03%
162ASTRAZENECA PLCAZN8,087$620,4350.03%
163DEERE & CODE1,320$603,5840.03%
164JACOBS SOLUTIONS INCJ3,799$569,3190.02%
165COCA COLA COKO8,576$568,7610.02%
166COLGATE PALMOLIVE COCL6,878$549,8280.02%
167DOLLAR GEN CORP NEW2566771055,278$545,4820.02%
168UNITED RENTALS INCURI564$538,4290.02%
169LOEWS CORPL5,307$532,7700.02%
170ISHARES TR4642874325,819$520,0450.02%
171BOSTON SCIENTIFIC CORPBSX5,294$516,8540.02%
172NIKE INCNKE7,356$512,9270.02%
173VANGUARD INDEX FDS9229086291,745$512,5770.02%
174J P MORGAN EXCHANGE TRADED F46641Q4074,077$505,1820.02%
175ZIONS BANCORPORATION N A9897011078,905$503,8450.02%
176ALTRIA GROUP INCMO7,318$483,4420.02%
177AFLAC INCAFL4,296$479,8640.02%
178ISHARES TR4642887602,256$472,0910.02%
179GOLDMAN SACHS GROUP INCGSCE574$457,4820.02%
180MICRON TECHNOLOGY INCMU2,700$451,7640.02%
181CITIGROUP INCC-PR4,403$446,9050.02%
182VISA INCV1,308$446,5730.02%
183VIATRIS INCVTRS44,971$445,2130.02%
184VANGUARD INDEX FDS9229087511,733$440,5980.02%
1853M COMMM2,812$436,3670.02%
186ISHARES TR4642875982,128$433,2400.02%
187SOLVENTUM CORPSOLV5,846$426,7580.02%
188ACUITY INCAYI1,221$420,5010.02%
189NORFOLK SOUTHN CORP6558441081,379$414,2660.02%
190FIDELITY COVINGTON TRUST31609A30510,021$412,0640.02%
191ROKU INCROKU4,100$410,5330.02%
192AES CORPAES30,801$405,3420.02%
193ARCH CAP GROUP LTDG0450A1054,459$404,5660.02%
194HASBRO INCHAS5,331$404,3570.02%
195SPDR SERIES TRUST78464A7632,863$400,9640.02%
196ASSURANT INCAIZN1,804$390,7470.02%
197VONTIER CORPORATIONVNT9,153$384,1520.02%
198KINDER MORGAN INC DELEP-PC12,493$353,6770.01%
199GLOBAL PARTNERS LPGLP-PB7,300$350,4000.01%
200AUTODESK INCADSK1,103$350,3910.01%
201FIDELITY WISE ORIGIN BITCOINFBTC3,500$349,3350.01%
202SHOPIFY INCSHOP2,350$349,2340.01%
203TEXAS PACIFIC LAND CORPORATITPL372$347,3150.01%
204INVESCO LTDIVZ15,123$346,9220.01%
205BRISTOL-MYERS SQUIBB COCELG-RI7,663$345,6180.01%
206AMERICAN INTL GROUP INC0268747844,293$337,1730.01%
207SELECT SECTOR SPDR TR81369Y6056,163$332,0070.01%
208VERISIGN INCVRSN1,158$323,7430.01%
209SPDR SERIES TRUST78468R6633,500$321,1250.01%
210EXPEDITORS INTL WASH INC3021301092,599$318,6120.01%
211ISHARES TR4642875562,202$317,9030.01%
212JOHNSON CTLS INTL PLCG515021052,837$311,9290.01%
213MONDELEZ INTL INC6092071054,881$304,9170.01%
214ISHARES TR464287689777$294,4370.01%
215AKAMAI TECHNOLOGIES INCAKAM3,872$293,3430.01%
216TRAVELERS COMPANIES INCTRV1,038$289,8310.01%
217ONEOK INC NEWOKE3,902$284,7290.01%
218UNILEVER PLCUNLYF4,735$280,6910.01%
219LAMAR ADVERTISING CO NEWLAMR2,225$272,3850.01%
220ALNYLAM PHARMACEUTICALS INCALNY585$266,7600.01%
221CITIZENS FINL GROUP INCCIA4,929$262,0260.01%
222QORVO INCQRVO2,840$258,6680.01%
223PALANTIR TECHNOLOGIES INCPLTR1,415$258,1250.01%
224ISHARES TR46429B6632,095$256,5330.01%
225KIMBERLY-CLARK CORPKMB2,055$255,4640.01%
226LAMB WESTON HLDGS INCLW4,301$249,8030.01%
227FACTSET RESH SYS INC303075105864$247,5280.01%
228CAPITAL GROUP DIVIDEND VALUE14020W1065,854$246,0440.01%
229INVESCO EXCHANGE TRADED FD TIVZ1,290$244,7840.01%
230CONSTELLATION ENERGY CORPCEG741$243,8550.01%
231TESLA INCTSLA537$238,8150.01%
232ISHARES TR4642873091,971$237,9400.01%
233HUNTINGTON BANCSHARES INCHBANP13,734$237,1870.01%
234SEMPRASREA2,634$237,0080.01%
235MCCORMICK & CO INCMKC-V3,542$236,9960.01%
236TORONTO DOMINION BK ONTTORO2,963$236,8920.01%
237HUBBELL INCHUBB545$234,5190.01%
238CONAGRA BRANDS INCCAG12,756$233,5630.01%
239ROCKWELL AUTOMATION INCROK649$226,8450.01%
240ALIGN TECHNOLOGY INCALGN1,794$224,6450.01%
241STATE STR CORPSTT-PG1,919$222,6240.01%
242AON PLCAON609$217,1580.01%
243BIO RAD LABS INC090572207753$211,1340.01%
244SELECT SECTOR SPDR TR81369Y803729$205,4780.01%
245GATX CORPGATX1,175$205,3900.01%
246VANGUARD INDEX FDS922908736424$203,3120.01%
247ARES CAPITAL CORPARCC9,835$200,7330.01%
248OCULAR THERAPEUTIX INCOCUL14,000$163,6600.01%
249EATON VANCE TAX-MANAGED DIVEETN10,000$159,0000.01%
250PURE CYCLE CORPPCYO14,166$156,8180.01%
251EATON VANCE TAX-MANAGED GLOBETN16,495$150,1050.01%
252GABELLI EQUITY TR INCGAB-PK19,000$115,7100.00%
253NEOGEN CORPNEOG17,328$98,9430.00%
254ADAPTHEALTH CORPAHCO10,271$91,9260.00%