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BHA

Beech Hill Advisors Portfolio holdings

AUM $226M
1-Year Est. Return 37.59%
This Fund
S&P 500
This Quarter Est. Return
+13.63%
1 Year Est. Return
+37.59%
3 Year Est. Return
+105.11%
5 Year Est. Return
+125.07%
10 Year Est. Return
+367.99%
AUM
$222M
AUM Growth
-$29.1M
Cap. Flow
-$53.8M
Cap. Flow %
-24.2%
Top 10 Hldgs %
28.74%
Holding
101
New
3
Increased
9
Reduced
72
Closed
5

Top Buys

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$2.76M
2
LEN icon
Lennar Class A
LEN
+$1.41M
3
BX icon
Blackstone
BX
+$592K
4
AMD icon
Advanced Micro Devices
AMD
+$259K
5
TTD icon
Trade Desk
TTD
+$201K

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$4.09M
2
AVGO icon
Broadcom
AVGO
+$2.88M
3
META icon
Meta Platforms (Facebook)
META
+$2.81M
4
UBER icon
Uber
UBER
+$2.74M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.64M

Sector Composition

Rank Sector Weight
1 Technology 27.66%
2 Communication Services 12.6%
3 Healthcare 12.54%
4 Consumer Discretionary 10.87%
5 Financials 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRK icon
26
Merck
MRK
$322B
$3.12M 1.41%
39,448
-5,279
-12% -$420K
V icon
27
Visa
V
$684B
$3.07M 1.38%
8,645
-3,353
-28% -$1.17M
NEE icon
28
NextEra Energy
NEE
$181B
$3.04M 1.37%
43,767
-16,794
-28% -$1.17M
BA.PRA
29
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$7.68B
$2.94M 1.32%
43,256
-9,811
-18% -$618K
GEHC icon
30
GE HealthCare
GEHC
$30.7B
$2.84M 1.28%
38,354
-11,998
-24% -$835K
CRM icon
31
Salesforce
CRM
$151B
$2.79M 1.26%
10,232
-4,043
-28% -$1.08M
KO icon
32
Coca-Cola
KO
$377B
$2.75M 1.24%
38,895
-8,407
-18% -$599K
BA icon
33
Boeing
BA
$171B
$2.72M 1.22%
12,975
-880
-6% -$166K
WMT icon
34
Walmart Inc
WMT
$885B
$2.69M 1.21%
27,516
-7,066
-20% -$673K
GTLS
35
DELISTED
Chart Industries
GTLS
$2.68M 1.2%
16,262
-7,240
-31% -$1.06M
ADP icon
36
Automatic Data Processing
ADP
$106B
$2.51M 1.13%
8,150
-100
-1% -$30.7K
JNJ icon
37
Johnson & Johnson
JNJ
$618B
$2.36M 1.06%
15,463
-3,194
-17% -$491K
TTWO icon
38
Take-Two Interactive
TTWO
$45.4B
$2.35M 1.06%
9,666
-5,194
-35% -$1.17M
FCX icon
39
Freeport-McMoran
FCX
$90B
$2.35M 1.06%
54,125
-550
-1% -$20.9K
PG icon
40
Procter & Gamble
PG
$336B
$2.33M 1.05%
14,628
-3,161
-18% -$516K
VICI icon
41
VICI Properties
VICI
$29B
$2.31M 1.04%
70,844
-16,204
-19% -$516K
AMT icon
42
American Tower
AMT
$80.8B
$2.29M 1.03%
10,361
-1,988
-16% -$429K
UNH icon
43
UnitedHealth
UNH
$376B
$2.25M 1.01%
+7,227
New +$2.76M
PYPL icon
44
PayPal
PYPL
$48.9B
$2.2M 0.99%
29,592
-9,733
-25% -$667K
XLC icon
45
State Street Communication Services Select Sector SPDR ETF
XLC
$22.3B
$2.18M 0.98%
20,056
-1,432
-7% -$141K
XLY icon
46
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.6B
$2.17M 0.98%
20,000
-1,308
-6% -$134K
EXAS
47
DELISTED
Exact Sciences
EXAS
$2.15M 0.97%
40,496
-19,415
-32% -$986K
ULTA icon
48
Ulta Beauty
ULTA
$22B
$2.08M 0.93%
4,439
-2,492
-36% -$1.03M
TMO icon
49
Thermo Fisher Scientific
TMO
$213B
$1.98M 0.89%
4,891
+401
+9% +$168K
MCD icon
50
McDonald's
MCD
$192B
$1.85M 0.83%
6,327
-904
-13% -$279K
1
2
3 4 5

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EWM
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PP
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S
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WAM
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SCM
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OCP
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ORG
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Beech Hill Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Beech Hill Advisors held 101 positions worth $222M, down 12% from $251M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Beech Hill Advisors withdrew a net $53.8M in Q2 2025, closing 5 positions and reducing 72 holdings. Its most notable exit was United Parcel Service, an estimated $2.29M position sold in full.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 26% a quarter earlier, followed by Communication Services and Healthcare.

Against the trend, Beech Hill Advisors opened a new position in UnitedHealth worth $2.25M.

  • Beech Hill Advisors's largest Q2 2025 buy was UnitedHealth: 7,227 shares worth $2.25M.
  • Beech Hill Advisors added most to Blackstone in Q2 2025, an estimated $592K increase.
  • Beech Hill Advisors's biggest Q2 2025 reduction was Amazon, cutting an estimated $4.09M.
  • Beech Hill Advisors fully exited United Parcel Service in Q2 2025, selling an estimated $2.29M.
  • Beech Hill Advisors's ten largest holdings make up 29% of its $222M portfolio in Q2 2025.
  • Beech Hill Advisors opened 3 new positions and closed 5 in Q2 2025.
  • Beech Hill Advisors's portfolio value fell 12% quarter-over-quarter to $222M.

Based on Beech Hill Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.