BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in MSTR — Strategy Inc
CIK 1654599
MORRISTOWN, NJ
Position in MSTR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,390
-$606 QoQ
Shares Held
16
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#815
of 863 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $32,583,931 across 20 Software - Application names. MSTR ranks #18 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
144,529 | $10,429,212 | |
| 2 | ADBE |
Adobe Inc.
|
27,548 | $5,647,890 | |
| 3 | INTU |
Intuit Inc.
|
20,659 | $5,391,999 | |
| 4 | NOW |
ServiceNow, Inc.
|
49,327 | $4,897,184 | |
| 5 | CRM |
Salesforce, Inc.
|
17,694 | $2,771,942 | |
| 6 | ADP |
Automatic Data Processing Inc
|
7,918 | $1,773,236 | |
| 7 | ROP |
Roper Technologies Inc
|
2,859 | $967,457 | |
| 8 | PAYX |
Paychex Inc
|
4,154 | $408,462 |
All Filings in MSTR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,390 | 16 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,996 | 16 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||