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BHA
Beech Hill Advisors Portfolio holdings
AUM
$226M
1-Year Est. Return
37.59%
This Fund
S&P 500
1 Year Est. Return
+37.59%
AUM
$226M
AUM Growth
+$26.5M
(+13%)
Holding
99
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 | +$1.36M | |
| 2 | +$1.2M | |
| 3 | +$803K | |
| 4 |
Public Service Enterprise Group
PEG
|
+$752K |
| 5 |
Lockheed Martin
LMT
|
+$737K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 | +$3.33M | |
| 2 | +$1.19M | |
| 3 | +$1.16M | |
| 4 |
Advanced Micro Devices
AMD
|
+$858K |
| 5 |
First Solar
FSLR
|
+$775K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.92% |
| 2 | Healthcare | 13.08% |
| 3 | Consumer Discretionary | 10.01% |
| 4 | Communication Services | 9.1% |
| 5 | Financials | 8.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Applied Materials
AMAT
$401B
| $8.57M | 3.79% |
11,855
-693
|
|
||
2
Blackstone
BX
$105B
| $7.64M | 3.38% |
64,944
+3,559
|
|
||
3
Alphabet (Google) Class A
GOOGL
$4.2T
| $6.92M | 3.06% |
19,361
-629
|
|
||
4
Apple
AAPL
$4.53T
| $6.73M | 2.97% |
23,247
-488
|
|
||
5
Amazon
AMZN
$2.82T
| $6.59M | 2.91% |
27,632
-954
|
|
||
6
State Street Technology Select Sector SPDR ETF
XLK
$121B
| $6.38M | 2.82% |
33,503
-24
|
|
||
|
7
Advanced Micro Devices
AMD
$781B
| $5.94M | 2.63% |
10,232
-2,093
|
|
||
8
AbbVie
ABBV
$455B
| $5.76M | 2.55% |
22,897
-78
|
|
||
9
UnitedHealth
UNH
$355B
| $5.28M | 2.34% |
12,714
+94
|
|
||
10
Broadcom
AVGO
$1.81T
| $5.27M | 2.33% |
13,949
-920
|
|
||
11
Micron Technology
MU
$1.06T
| $4.66M | 2.06% |
4,033
-4,439
|
|
||
12
Meta Platforms (Facebook)
META
$1.4T
| $4.65M | 2.06% |
8,253
-96
|
|
||
13
Merck
MRK
$334B
| $4.38M | 1.93% |
34,051
+62
|
|
||
14
Microsoft
MSFT
$3.58T
| $4.27M | 1.89% |
11,459
+99
|
|
||
15
Eaton
ETN
$167B
| $4.23M | 1.87% |
9,921
-169
|
|
||
16
Uber
UBER
$156B
| $3.9M | 1.73% |
54,108
-395
|
|
||
17
Expedia Group
EXPE
$39B
| $3.89M | 1.72% |
15,203
-302
|
|
||
18
NextEra Energy
NEE
$181B
| $3.76M | 1.66% |
42,864
+704
|
|
||
19
NVIDIA
NVDA
$5.33T
| $3.65M | 1.61% |
18,251
-351
|
|
||
20
Digital Realty Trust
DLR
$73B
| $3.47M | 1.53% |
19,317
-1,031
|
|
||
21
Freeport-McMoran
FCX
$92.4B
| $3.46M | 1.53% |
55,008
-1,517
|
|
||
22
IBM
IBM
$220B
| $3.43M | 1.52% |
12,186
+570
|
|
||
23
TJX Companies
TJX
$168B
| $3.37M | 1.49% |
22,235
-114
|
|
||
24
JPMorgan Chase
JPM
$958B
| $3.33M | 1.47% |
10,181
-457
|
|
||
25
Visa
V
$682B
| $3.29M | 1.45% |
9,589
-1
|
|
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Beech Hill Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, Beech Hill Advisors held 99 positions worth $226M, up 13% from $200M the previous quarter. Its ten largest holdings account for 29% of the portfolio.
Beech Hill Advisors's Q2 2026 filing shows 5 new, 35 increased, 43 reduced and 2 closed positions. Its largest new stake was Regeneron Pharmaceuticals: 1,768 shares worth $1.1M. The largest sale was Micron Technology, an estimated $3.33M.
By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 24% a quarter earlier, followed by Healthcare and Consumer Discretionary.
- Beech Hill Advisors's largest Q2 2026 buy was Regeneron Pharmaceuticals: 1,768 shares worth $1.1M.
- Beech Hill Advisors added most to Snowflake in Q2 2026, an estimated $1.36M increase.
- Beech Hill Advisors's biggest Q2 2026 reduction was Micron Technology, cutting an estimated $3.33M.
- Beech Hill Advisors fully exited Qualcomm in Q2 2026, selling an estimated $1.16M.
- Beech Hill Advisors's ten largest holdings make up 29% of its $226M portfolio in Q2 2026.
- Beech Hill Advisors opened 5 new positions and closed 2 in Q2 2026.
- Beech Hill Advisors's portfolio value rose 13% quarter-over-quarter to $226M.
Based on Beech Hill Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.