Beacon Pointe Advisors, LLC

CIK
1744317
City
NEWPORT BEACH
State / Country
CA

Top Portfolio Positions

979 positions · $7,204,985,504 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
2,142,646 $543,782,128 7.55%
NVDA
Nvidia Corp
Technology
2,327,213 $405,865,947 5.63%
MSFT
Microsoft Corp
Technology
891,062 $329,844,420 4.58%
AMZN
Amazon Com Inc
Consumer Cyclical
1,020,307 $212,499,338 2.95%
LII
Lennox International Inc
Industrials
417,422 $193,738,072 2.69%
GOOGL
Alphabet Inc.
Communication Services
640,457 $184,169,814 2.56%
SPY
Spdr S&P 500 ETF Trust
270,222 $175,736,175 2.44%
META
Meta Platforms, Inc.
Communication Services
271,958 $155,595,330 2.16%
JPM
Jpmorgan Chase & Co
Financial Services
461,949 $135,886,917 1.89%
CVX
Chevron Corp
Energy
612,936 $126,816,458 1.76%

Portfolio Trend

25 quarters · across all stocks

Holdings in ARCC

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Position Value (USD)

21 of 21 shown
Report Date Value (USD) Shares
2026-03-31 $7,839,817 435,062
2025-12-31 $5,197,734 256,932
2025-09-30 $8,544,401 418,638
2025-06-30 $7,297,791 332,322
2025-03-31 $7,006,504 316,178
2024-12-31 $5,769,985 263,590
2024-09-30 $4,786,507 228,582
2024-06-30 $4,675,912 224,372
2024-03-31 $4,817,165 231,372
2023-12-31 $3,890,967 194,257
2023-09-30 $3,080,504 158,218
2023-06-30 $726,026 38,639
2023-03-31 $715,708 39,174
2022-12-31 $627,666 33,983
2022-09-30 $242,498 14,366
2022-06-30 $308,611 17,212
2022-03-31 $272,601 13,012
2021-12-31 $645,871 30,480
2021-09-30 $280,269 13,786
2021-06-30 $454,135 23,182
2020-12-31 $396,138 23,454