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BEACON INVESTMENT ADVISORY SERVICES, INC.

Position in TOL — Toll Brothers, Inc.

CIK 1654599 MORRISTOWN, NJ

Position in TOL

as of Jun 30, 2026 · filed Jul 8, 2026
Position Value
$115,325
+$19,796 QoQ
Shares Held
700
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#624
of 799 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 71% Shared 0% None 29%

Common Shares in TOL Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Jun 30, 2026

BEACON INVESTMENT ADVISORY SERVICES, INC. holds $18,443,306 across 5 Residential Construction names. TOL ranks #4 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 TOL
Toll Brothers, Inc.
This page
700 $115,325

All Filings in TOL

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $115,325 700
2026-03-31 $95,529 700