We are live on
!
Find out more
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
(-12%)
Cap. Flow
-$53.8M
Cap. Flow
% of AUM
-24.2%
Top 10 Holdings %
Top 10 Hldgs %
28.74%
Holding
101
New
3
Increased
9
Reduced
72
Closed
5
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$2.76M |
| 2 |
Lennar Class A
LEN
|
+$1.41M |
| 3 |
Blackstone
BX
|
+$592K |
| 4 |
Advanced Micro Devices
AMD
|
+$259K |
| 5 |
Trade Desk
TTD
|
+$201K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$4.09M |
| 2 |
Broadcom
AVGO
|
+$2.88M |
| 3 |
Meta Platforms (Facebook)
META
|
+$2.81M |
| 4 |
Uber
UBER
|
+$2.74M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
1
Meta Platforms (Facebook)
META
$1.42T
| $8.85M | 3.98% |
11,984
-4,549
| -28% | -$2.81M |
|
|
2
Amazon
AMZN
$2.92T
| $7.86M | 3.54% |
35,831
-20,677
| -37% | -$4.09M |
|
|
3
Alphabet (Google) Class A
GOOGL
$4.36T
| $7.6M | 3.42% |
43,147
-16,145
| -27% | -$2.64M |
|
|
4
Broadcom
AVGO
$1.85T
| $6.53M | 2.94% |
23,704
-13,278
| -36% | -$2.88M |
|
|
5
Uber
UBER
$143B
| $6.52M | 2.94% |
69,910
-33,291
| -32% | -$2.74M |
|
6
Microsoft
MSFT
$3.45T
| $6.33M | 2.85% |
12,717
-4,083
| -24% | -$1.77M |
|
7
Apple
AAPL
$4.54T
| $5.91M | 2.66% |
28,802
-10,117
| -26% | -$2.04M |
|
8
Oracle
ORCL
$374B
| $5M | 2.25% |
22,863
-9,262
| -29% | -$1.5M |
|
9
Eaton
ETN
$161B
| $4.65M | 2.09% |
13,026
-4,215
| -24% | -$1.3M |
|
10
AbbVie
ABBV
$443B
| $4.61M | 2.08% |
24,852
-2,291
| -8% | -$426K |
|
11
Walt Disney
DIS
$167B
| $4.6M | 2.07% |
37,112
-11,464
| -24% | -$1.19M |
|
12
Applied Materials
AMAT
$403B
| $4.48M | 2.02% |
24,495
-9,477
| -28% | -$1.5M |
|
|
13
Blackstone
BX
$102B
| $4.48M | 2.02% |
29,970
+4,310
| +17% | +$592K |
|
14
Netflix
NFLX
$299B
| $4.37M | 1.97% |
32,640
-18,650
| -36% | -$2.11M |
|
15
Qualcomm
QCOM
$155B
| $3.97M | 1.79% |
24,915
-7,861
| -24% | -$1.16M |
|
16
IBM
IBM
$211B
| $3.85M | 1.73% |
13,075
-1,900
| -13% | -$490K |
|
17
Digital Realty Trust
DLR
$69.7B
| $3.77M | 1.7% |
21,633
-5,146
| -19% | -$842K |
|
18
State Street Technology Select Sector SPDR ETF
XLK
$115B
| $3.73M | 1.68% |
29,444
-470
| -2% | -$52.2K |
|
19
NVIDIA
NVDA
$4.86T
| $3.71M | 1.67% |
23,499
-8,068
| -26% | -$1.02M |
|
20
TJX Companies
TJX
$174B
| $3.69M | 1.66% |
29,891
-12,723
| -30% | -$1.61M |
|
21
First Solar
FSLR
$22.7B
| $3.57M | 1.61% |
21,574
-5,242
| -20% | -$774K |
|
22
Expedia Group
EXPE
$35.4B
| $3.57M | 1.6% |
21,142
-8,570
| -29% | -$1.39M |
|
23
JPMorgan Chase
JPM
$935B
| $3.5M | 1.57% |
12,057
-2,496
| -17% | -$637K |
|
24
Medtronic
MDT
$109B
| $3.26M | 1.47% |
37,382
-10,418
| -22% | -$884K |
|
25
Home Depot
HD
$331B
| $3.2M | 1.44% |
8,717
-1,061
| -11% | -$384K |
|
Similar funds
EA
EWM
PP
S
WAM
SCM
OCP
ORG
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.