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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
VTI icon
101
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
– –
-1,200
Closed -$330K
1 2 3 4
5

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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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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.