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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
+24.34%
1 Year Est. Return
+37.59%
3 Year Est. Return
+105.11%
5 Year Est. Return
+125.07%
10 Year Est. Return
+368.22%
AUM
$226M
AUM Growth
+$26.5M
Cap. Flow
-$1.74M
Cap. Flow %
-0.77%
Top 10 Hldgs %
28.78%
Holding
99
New
5
Increased
35
Reduced
43
Closed
2

Top Buys

Rank Stock Value
1
SNOW icon
Snowflake
SNOW
+$1.36M
2
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.2M
3
TTD icon
Trade Desk
TTD
+$803K
4
PEG icon
Public Service Enterprise Group
PEG
+$752K
5
LMT icon
Lockheed Martin
LMT
+$737K

Top Sells

Rank Stock Value
1
MU icon
Micron Technology
MU
+$3.33M
2
GEHC icon
GE HealthCare
GEHC
+$1.19M
3
QCOM icon
Qualcomm
QCOM
+$1.16M
4
AMD icon
Advanced Micro Devices
AMD
+$858K
5
FSLR icon
First Solar
FSLR
+$775K

Sector Composition

Rank Sector Weight
1 Technology 26.92%
2 Healthcare 13.08%
3 Miscellaneous 11.35%
4 Consumer Discretionary 10.01%
5 Communication Services 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WELL icon
76
Welltower
WELL
$170B
$738K 0.33%
3,250
– –
UPS icon
77
United Parcel Service
UPS
$87B
$699K 0.31%
6,500
+3,500
+117% +$364K
LMT icon
78
Lockheed Martin
LMT
$121B
$695K 0.31%
+1,364
New +$737K
BNY
79
Bank of New York Mellon
BNY
$112B
$677K 0.3%
+4,679
New +$640K
IWF icon
80
iShares Russell 1000 Growth ETF
IWF
$126B
$664K 0.29%
5,344
– –
ICLN icon
81
iShares Global Clean Energy ETF
ICLN
$2.22B
$604K 0.27%
29,490
-59
-0.2% -$1.22K
COST icon
82
Costco
COST
$406B
$567K 0.25%
606
-49
-7% -$48.8K
AMGN icon
83
Amgen
AMGN
$236B
$565K 0.25%
1,560
-65
-4% -$22.3K
XLP icon
84
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.5B
$527K 0.23%
6,342
+203
+3% +$17K
PGX icon
85
Invesco Preferred ETF
PGX
$3.71B
$522K 0.23%
48,122
-1,158
-2% -$12.8K
BAC icon
86
Bank of America
BAC
$438B
$506K 0.22%
8,875
– –
XLRE icon
87
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.27B
$448K 0.2%
10,164
-104
-1% -$4.57K
XOM icon
88
ExxonMobil
XOM
$656B
$412K 0.18%
3,015
– –
IWD icon
89
iShares Russell 1000 Value ETF
IWD
$84.2B
$376K 0.17%
1,549
– –
DGRO icon
90
iShares Core Dividend Growth ETF
DGRO
$43.5B
$358K 0.16%
4,730
+400
+9% +$29.5K
BRK.B icon
91
Berkshire Hathaway Class B
BRK.B
$1.08T
$319K 0.14%
637
-110
-15% -$52.9K
TSLA icon
92
Tesla
TSLA
$1.4T
$282K 0.12%
670
– –
HUM icon
93
Humana
HUM
$48.2B
$264K 0.12%
+665
New +$189K
SPYM
94
State Street SPDR Portfolio S&P 500 ETF
SPYM
$172B
$263K 0.12%
2,994
+379
+14% +$32.3K
CVX icon
95
Chevron
CVX
$409B
$260K 0.12%
1,570
+150
+11% +$27.9K
WYNN icon
96
Wynn Resorts
WYNN
$9.43B
$243K 0.11%
2,500
– –
SCI icon
97
Service Corp International
SCI
$11.2B
$226K 0.1%
2,982
– –
HHH icon
98
Howard Hughes
HHH
$3.83B
– –
-3,825
Closed -$242K
QCOM icon
99
Qualcomm
QCOM
$180B
– –
-8,984
Closed -$1.16M
1 2 3
4

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AGA
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LWP
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CCM
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JIG
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GHI
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RCM
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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 Miscellaneous.

  • 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.