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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
KVUE icon
51
Kenvue
KVUE
$36.9B
$1.84M 0.83%
87,686
-20,554
-19% -$468K
AMD icon
52
Advanced Micro Devices
AMD
$776B
$1.73M 0.78%
12,215
+2,375
+24% +$259K
WMB icon
53
Williams Companies
WMB
$87.5B
$1.73M 0.78%
27,563
-5,625
-17% -$332K
PFE icon
54
Pfizer
PFE
$143B
$1.68M 0.75%
69,138
-9,776
-12% -$228K
FDX icon
55
FedEx
FDX
$72.7B
$1.65M 0.74%
7,275
– –
ABT icon
56
Abbott
ABT
$183B
$1.49M 0.67%
10,950
-350
-3% -$46.2K
MU icon
57
Micron Technology
MU
$930B
$1.46M 0.66%
11,810
+1,450
+14% +$135K
LEN icon
58
Lennar Class A
LEN
$19.8B
$1.44M 0.65%
+13,043
New +$1.41M
O icon
59
Realty Income
O
$59.6B
$1.32M 0.59%
22,900
-3,985
-15% -$225K
ALB icon
60
Albemarle
ALB
$13.9B
$1.3M 0.58%
20,669
-1,781
-8% -$105K
ADBE icon
61
Adobe
ADBE
$99.5B
$1.27M 0.57%
3,282
-42
-1% -$16.2K
DUK icon
62
Duke Energy
DUK
$97.8B
$1.27M 0.57%
10,760
-1,615
-13% -$191K
XLV icon
63
State Street Health Care Select Sector SPDR ETF
XLV
$41.9B
$1.26M 0.57%
9,370
-81
-0.9% -$10.9K
CAT icon
64
Caterpillar
CAT
$375B
$1.26M 0.57%
3,250
-550
-14% -$183K
GILD icon
65
Gilead Sciences
GILD
$162B
$1.22M 0.55%
11,033
-3,155
-22% -$336K
GS icon
66
Goldman Sachs
GS
$300B
$1.21M 0.54%
1,710
+125
+8% +$72.4K
WDAY icon
67
Workday
WDAY
$39.6B
$1.18M 0.53%
4,917
-1,792
-27% -$437K
XLF icon
68
State Street Financial Select Sector SPDR ETF
XLF
$56.7B
$1.13M 0.51%
21,529
+1,315
+7% +$65.1K
XLI icon
69
State Street Industrial Select Sector SPDR ETF
XLI
$32.8B
$1.03M 0.46%
6,953
+69
+1% +$9.41K
EXC icon
70
Exelon
EXC
$47.2B
$997K 0.45%
22,968
-2,521
-10% -$112K
CB icon
71
Chubb
CB
$135B
$863K 0.39%
2,980
-260
-8% -$74.8K
LIN icon
72
Linde
LIN
$221B
$704K 0.32%
1,500
– –
XOM icon
73
ExxonMobil
XOM
$644B
$686K 0.31%
6,367
-860
-12% -$91.9K
BB icon
74
BlackBerry
BB
$4.98B
$651K 0.29%
142,200
– –
COST icon
75
Costco
COST
$422B
$648K 0.29%
655
– –
1 2
3
4 5

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EA
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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.