BEACON FINANCIAL GROUP

Position in SAP — Sap SE

CIK 1591379 DALLAS, TX

Position in SAP

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

Position Value

$274,469

-$15,186 QoQ

Shares Held

1,781

+64.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#520

of 812 holders

Holding Since

Mar 2025

4 quarters on record

Technology · as of Jun 30, 2026

BEACON FINANCIAL GROUP holds $3,118,424 across 6 Software - Application names. SAP ranks #4 (8.8% 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 This page	1,781	$274,469
5	CRM	Salesforce, Inc.	1,481	$232,013
6	ADSK	Autodesk, Inc.	1,046	$203,363

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$274,469	1,781	+64.3%	Shares	Sole	2026-07-16
2025-09-30	$289,655	1,084	-1.1%	Shares	Sole	2025-10-08
2025-06-30	$333,293	1,096	+35.6%	Shares	Sole	2025-07-09
2025-03-31	$216,899	808	—	Shares	Sole	2025-04-10
No filing history on record for this holder in this stock.