Beacon Investment Advisory Services: Q2 2026 Portfolio Changes
Beacon Investment Advisory Services experienced significant changes in its holdings during the second quarter of 2026, focusing on growth stocks and precious metals while reducing exposure to certain consumer cyclical companies.
As of June 30th, 2026, Beacon Investment Advisory Services has made notable adjustments to its portfolio. The firm's holdings reflect a strategic focus on specific sectors and individual stock performance during this quarter.
Prominent Purchases This Quarter
Beacon Investment Advisory Services significantly increased its positions in several key areas:
- Booking Holdings Inc. (BKNG), a major player in online travel and accommodation, saw its stake grow by over 208,000 shares, representing an unprecedented +2284.73% increase.
- Southern Copper Corp. (SCCO), involved in copper mining and exploration, experienced a substantial boost with approximately 198,590 more shares added to its portfolio, marking a +105.56% change.
- iShares Core Dividend Yield ETF (IJR) allocation increased by nearly 97,000 shares (+9.1%), adding to the firm's focus on dividend-oriented strategies.
- Vanguard Tax-Managed Equity Fund ETF (VEA) also saw a significant increase in holdings, with about 82,300 more shares added (+7.94%).
- The firm bolstered its international diversification through the iShares Core World ex-US ETF (ACWI), adding roughly 66,550 more shares to this position.
Notable Reductions and Exits
In contrast to the increases, Beacon Investment Advisory Services also reduced or exited some positions during Q2:
- Home Depot Inc. (HD), a leading home improvement retailer, saw its stake decrease by nearly 34,000 shares (-78.29%), indicating a significant reduction in exposure.
- Sherwin-Williams Co. (SHW), the paint and coatings manufacturer, experienced an even steeper decline with over 58,000 shares (-90.09%) removed from its portfolio.
- Thermo Fisher Scientific Inc. (TMO) was another stock where Beacon significantly decreased its position during the quarter.
The data shows that while the firm maintained a strong allocation to Technology stocks, it also strategically adjusted other sectors and added exposure to precious metals and international equities.