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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
IWF icon
76
iShares Russell 1000 Growth ETF
IWF
$121B
$625K 0.28%
5,884
– –
CLF icon
77
Cleveland-Cliffs
CLF
$6.57B
$585K 0.26%
77,000
+9,300
+14% +$69.1K
XBI icon
78
State Street SPDR S&P Biotech ETF
XBI
$9.95B
$518K 0.23%
6,251
-389
-6% -$31K
WELL icon
79
Welltower
WELL
$169B
$500K 0.22%
3,250
– –
BRK.B icon
80
Berkshire Hathaway Class B
BRK.B
$1.1T
$498K 0.22%
1,025
-250
-20% -$127K
ICLN icon
81
iShares Global Clean Energy ETF
ICLN
$2.31B
$483K 0.22%
36,876
-2,381
-6% -$29.2K
BAC icon
82
Bank of America
BAC
$435B
$457K 0.21%
9,650
-500
-5% -$21K
D icon
83
Dominion Energy
D
$60.8B
$435K 0.2%
7,700
– –
AMGN icon
84
Amgen
AMGN
$208B
$419K 0.19%
1,500
– –
HHH icon
85
Howard Hughes
HHH
$3.81B
$339K 0.15%
5,025
-4,025
-44% -$275K
SPY icon
86
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$329K 0.15%
532
-551
-51% -$315K
IWD icon
87
iShares Russell 1000 Value ETF
IWD
$82.2B
$301K 0.14%
1,549
– –
FLRN icon
88
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$3.08B
$259K 0.12%
8,409
-945
-10% -$29K
SCI icon
89
Service Corp International
SCI
$11.7B
$243K 0.11%
2,982
– –
CVX icon
90
Chevron
CVX
$392B
$239K 0.11%
1,670
-13
-0.8% -$1.83K
HUM icon
91
Humana
HUM
$43.7B
$236K 0.11%
965
+100
+12% +$24.9K
WYNN icon
92
Wynn Resorts
WYNN
$10.3B
$234K 0.11%
2,500
– –
ZTS icon
93
Zoetis
ZTS
$32.4B
$233K 0.11%
1,496
– –
TTD icon
94
Trade Desk
TTD
$8.48B
$227K 0.1%
+3,150
New +$201K
XLRE icon
95
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.55B
$214K 0.1%
5,167
-335
-6% -$13.8K
XLP icon
96
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
$206K 0.09%
2,547
-245
-9% -$19.9K
BIL icon
97
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
– –
-8,708
Closed -$799K
GOOG icon
98
Alphabet (Google) Class C
GOOG
$4.36T
– –
-2,204
Closed -$344K
TOL icon
99
Toll Brothers
TOL
$13.6B
– –
-15,273
Closed -$1.61M
UPS icon
100
United Parcel Service
UPS
$88.6B
– –
-20,781
Closed -$2.29M
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.