BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in SHOP — Shopify Inc.
CIK 1654599
MORRISTOWN, NJ
Position in SHOP
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$228,360
-$8,880 QoQ
Shares Held
2,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,332
of 1,697 holders
Holding Since
Sep 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHOP 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. SHOP ranks #9 (0.7% 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 SHOP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,360 | 2,000 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $237,240 | 2,000 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $378,279 | 2,350 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $349,233 | 2,350 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $271,072 | 2,350 | Shares | Sole | 2025-07-15 | |
| 2024-12-31 | $217,976 | 2,050 | Shares | Sole | 2025-01-17 | |
| 2023-03-31 | $299,145 | 6,240 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $242,796 | 6,995 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $269,669 | 10,010 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $336,767 | 10,780 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $720,573 | 1,066 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,296,123 | 941 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,144,278 | 844 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,141,025 | 781 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $710,373 | 642 | Shares | Sole | 2021-05-21 | |
| 2020-12-31 | $499,189 | 441 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $247,558 | 242 | Shares | Sole | 2020-10-29 | |
| No filing history on record for this holder in this stock. | ||||||