Beacon Financial Strategies CORP
Top Portfolio Positions
135 positions ·
$12,766,079 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
6,660 | $1,387,078 | 10.87% |
| LLY |
ELI LILLY & Co
Healthcare
|
801 | $736,735 | 5.77% |
| AAPL |
Apple Inc.
Technology
|
2,516 | $638,535 | 5.00% |
| GSK |
GSK plc
Healthcare
|
11,358 | $626,848 | 4.91% |
| IBM |
International Business Machines Corp
Technology
|
2,522 | $611,307 | 4.79% |
| MRK |
Merck & Co., Inc.
Healthcare
|
3,794 | $456,380 | 3.57% |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,441 | $414,373 | 3.25% |
| TXN |
Texas Instruments Inc
Technology
|
2,125 | $412,547 | 3.23% |
| JNJ |
Johnson & Johnson
Healthcare
|
1,655 | $404,548 | 3.17% |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
1,041 | $342,374 | 2.68% |
Holdings in NCLH
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,740 | 200 | Shares | Sole | 2026-04-08 | |
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