We are live on ! Find out more
BHA

Beech Hill Advisors Portfolio holdings

AUM $200M
1-Year Est. Return 25.74%
This Fund
S&P 500
This Quarter Est. Return
-3.6%
1 Year Est. Return
+25.74%
3 Year Est. Return
+79.28%
5 Year Est. Return
+91.93%
10 Year Est. Return
+288.7%
AUM
$200M
AUM Growth
-$9.3M
Cap. Flow
+$1.29M
Cap. Flow %
0.65%
Top 10 Hldgs %
26.1%
Holding
96
New
1
Increased
44
Reduced
36
Closed
2

Top Buys

1
BX icon
Blackstone
BX
+$4.05M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$897K
3
UNH icon
UnitedHealth
UNH
+$652K
4
V icon
Visa
V
+$638K
5
NFLX icon
Netflix
NFLX
+$633K

Top Sells

1
AMAT icon
Applied Materials
AMAT
+$2.1M
2
QCOM icon
Qualcomm
QCOM
+$1.78M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.21M
4
CLF icon
Cleveland-Cliffs
CLF
+$910K
5
ALB icon
Albemarle
ALB
+$543K

Sector Composition

1 Technology 23.7%
2 Healthcare 13.75%
3 Consumer Discretionary 10.84%
4 Communication Services 9.75%
5 Financials 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BX icon
1
Blackstone
BX
$158B
$7.06M 3.54%
61,385
+31,103
+103% +$4.05M
AAPL icon
2
Apple
AAPL
$4.89T
$6.02M 3.02%
23,735
-188
-0.8% -$48.9K
AMZN icon
3
Amazon
AMZN
$2.69T
$5.95M 2.98%
28,586
+214
+0.8% +$47.1K
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$4.33T
$5.75M 2.88%
19,990
-3,839
-16% -$1.21M
ABBV icon
5
AbbVie
ABBV
$449B
$5M 2.5%
22,975
-735
-3% -$163K
META icon
6
Meta Platforms (Facebook)
META
$1.69T
$4.78M 2.39%
8,349
+26
+0.3% +$16.7K
AVGO icon
7
Broadcom
AVGO
$1.78T
$4.6M 2.31%
14,869
-1,444
-9% -$475K
XLK icon
8
State Street Technology Select Sector SPDR ETF
XLK
$114B
$4.46M 2.23%
33,527
+4,307
+15% +$607K
AMAT icon
9
Applied Materials
AMAT
$445B
$4.29M 2.15%
12,548
-6,233
-33% -$2.1M
MSFT icon
10
Microsoft
MSFT
$2.98T
$4.21M 2.11%
11,360
+693
+6% +$290K
MRK icon
11
Merck
MRK
$315B
$4.09M 2.05%
33,989
-280
-0.8% -$32.3K
UBER icon
12
Uber
UBER
$151B
$3.92M 1.96%
54,503
+543
+1% +$41.8K
NEE icon
13
NextEra Energy
NEE
$186B
$3.92M 1.96%
42,160
+1,866
+5% +$166K
DLR icon
14
Digital Realty Trust
DLR
$64.2B
$3.67M 1.84%
20,348
+15
+0.1% +$2.56K
NFLX icon
15
Netflix
NFLX
$313B
$3.63M 1.82%
37,721
+7,179
+24% +$633K
ETN icon
16
Eaton
ETN
$154B
$3.61M 1.81%
10,090
-299
-3% -$106K
EXPE icon
17
Expedia Group
EXPE
$32.5B
$3.58M 1.79%
15,505
-709
-4% -$174K
TJX icon
18
TJX Companies
TJX
$171B
$3.57M 1.79%
22,349
-1,485
-6% -$231K
UNH icon
19
UnitedHealth
UNH
$384B
$3.41M 1.71%
12,620
+2,188
+21% +$652K
FCX icon
20
Freeport-McMoran
FCX
$84.2B
$3.32M 1.66%
56,525
+400
+0.7% +$24.2K
NVDA icon
21
NVIDIA
NVDA
$5.02T
$3.24M 1.63%
18,602
-41
-0.2% -$7.52K
FSLR icon
22
First Solar
FSLR
$22.8B
$3.18M 1.59%
16,136
-396
-2% -$87.6K
JPM icon
23
JPMorgan Chase
JPM
$912B
$3.13M 1.57%
10,638
+54
+0.5% +$16.4K
DIS icon
24
Walt Disney
DIS
$173B
$2.94M 1.47%
30,490
+750
+3% +$79.3K
JNJ icon
25
Johnson & Johnson
JNJ
$602B
$2.93M 1.47%
11,985
-1,964
-14% -$457K
1
2 3 4

Similar funds

SF
Sun Financial Midvale, Utah $200M AUM
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
ACA
Arena Capital Advisors Los Angeles, California $200M AUM 23.6% 1-Year Est. Return
FU
Fairfield University Fairfield, Connecticut $200M AUM 15.03% 1-Year Est. Return
CCM
Charter Capital Management Brookfield, Wisconsin $200M AUM 18.33% 1-Year Est. Return
SCM
Sitrin Capital Management Century City, California $200M AUM 28.77% 1-Year Est. Return
TCM
Tandem Capital Management Woodcliff Lake, New Jersey $200M AUM 25.01% 1-Year Est. Return
KCM
Kerusso Capital Management Winston Salem, North Carolina $200M AUM 18.14% 1-Year Est. Return

Beech Hill Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Beech Hill Advisors held 96 positions worth $200M, down 4.4% from $209M the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Trading was light in Q1 2026: portfolio turnover was 3.1%. Beech Hill Advisors opened 1 new position and exited 2, leaving the 96-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 27% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Beech Hill Advisors's largest Q1 2026 buy was Snowflake: 2,950 shares worth $445K.
  • Beech Hill Advisors added most to Blackstone in Q1 2026, an estimated $4.05M increase.
  • Beech Hill Advisors's biggest Q1 2026 reduction was Applied Materials, cutting an estimated $2.1M.
  • Beech Hill Advisors fully exited Cleveland-Cliffs in Q1 2026, selling an estimated $910K.
  • Beech Hill Advisors's ten largest holdings make up 26% of its $200M portfolio in Q1 2026.
  • Beech Hill Advisors opened 1 new position and closed 2 in Q1 2026.
  • Beech Hill Advisors's portfolio value fell 4.4% quarter-over-quarter to $200M.

Based on Beech Hill Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.