BEACON FINANCIAL GROUP

Position in ADSK — Autodesk, Inc.

CIK 1591379 DALLAS, TX

Position in ADSK

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$203,363

-$95,887 QoQ

Shares Held

1,046

-16.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#878

of 1,188 holders

Holding Since

Dec 2022

15 quarters on record

Technology · as of Jun 30, 2026

BEACON FINANCIAL GROUP holds $3,118,424 across 6 Software - Application names. ADSK ranks #6 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPBD	Upbound Group, Inc.	76,108	$1,615,011
2	SNOW	Snowflake Inc.	1,983	$504,673
3	ADP	Automatic Data Processing Inc	1,290	$288,895
4	SAP	Sap SE	1,781	$274,469
5	CRM	Salesforce, Inc.	1,481	$232,013
6	ADSK	Autodesk, Inc. This page	1,046	$203,363

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$203,363	1,046	-16.3%	Shares	Sole	2026-07-16
2026-03-31	$299,250	1,250	+7.0%	Shares	Sole	2026-04-30
2025-12-31	$345,739	1,168	0.0%	Shares	Sole	2026-04-01
2025-09-30	$371,038	1,168	+3.4%	Shares	Sole	2025-10-08
2025-06-30	$349,814	1,130	+3.0%	Shares	Sole	2025-07-09
2025-03-31	$287,194	1,097	-6.3%	Shares	Sole	2025-04-10
2024-12-31	$346,112	1,171	-5.3%	Shares	Sole	2025-01-29
2024-09-30	$340,768	1,237	+3.4%	Shares	Sole	2024-11-12
2024-06-30	$295,950	1,196	-0.5%	Shares	Sole	2024-08-06
2024-03-31	$313,024	1,202	-3.7%	Shares	Sole	2024-05-07
2023-12-31	$303,863	1,248	+4.1%	Shares	Sole	2024-02-23
2023-09-30	$248,085	1,199	+1.2%	Shares	Sole	2023-10-16
2023-06-30	$242,462	1,185	-5.4%	Shares	Sole	2023-07-20
2023-03-31	$260,616	1,252	-15.1%	Shares	Sole	2023-04-14
2022-12-31	$275,446	1,474	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.