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BHA

Beech Hill Advisors Portfolio holdings

AUM $200M
1-Year Est. Return 25.74%
This Fund
S&P 500
This Quarter Est. Return
+9.62%
1 Year Est. Return
+25.74%
3 Year Est. Return
+79.28%
5 Year Est. Return
+91.93%
10 Year Est. Return
+288.7%
AUM
$214M
AUM Growth
-$8.11M
Cap. Flow
-$25.5M
Cap. Flow %
-11.92%
Top 10 Hldgs %
28.59%
Holding
100
New
4
Increased
19
Reduced
56
Closed
4

Top Buys

1
UNH icon
UnitedHealth
UNH
+$981K
2
CRM icon
Salesforce
CRM
+$445K
3
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$363K
4
PGX icon
Invesco Preferred ETF
PGX
+$360K
5
TSLA icon
Tesla
TSLA
+$232K

Top Sells

1
GTLS icon
Chart Industries
GTLS
+$2.68M
2
META icon
Meta Platforms (Facebook)
META
+$2.35M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.19M
4
EXAS
Exact Sciences
EXAS
+$2.15M
5
KVUE icon
Kenvue
KVUE
+$1.84M

Sector Composition

1 Technology 28.47%
2 Healthcare 13.19%
3 Communication Services 11.18%
4 Consumer Discretionary 11.14%
5 Financials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
1
Alphabet (Google) Class A
GOOGL
$4.23T
$7.94M 3.71%
32,679
-10,468
-24% -$2.19M
AMZN icon
2
Amazon
AMZN
$2.66T
$6.73M 3.14%
30,651
-5,180
-14% -$1.17M
META icon
3
Meta Platforms (Facebook)
META
$1.64T
$6.48M 3.03%
8,830
-3,154
-26% -$2.35M
AAPL icon
4
Apple
AAPL
$4.9T
$6.48M 3.02%
25,435
-3,367
-12% -$761K
AVGO icon
5
Broadcom
AVGO
$1.76T
$6.07M 2.83%
18,394
-5,310
-22% -$1.63M
MSFT icon
6
Microsoft
MSFT
$2.93T
$5.84M 2.73%
11,276
-1,441
-11% -$735K
UBER icon
7
Uber
UBER
$147B
$5.69M 2.66%
58,115
-11,795
-17% -$1.1M
ABBV icon
8
AbbVie
ABBV
$450B
$5.61M 2.62%
24,222
-630
-3% -$128K
ORCL icon
9
Oracle
ORCL
$364B
$5.36M 2.51%
19,072
-3,791
-17% -$965K
BX icon
10
Blackstone
BX
$155B
$5M 2.34%
29,275
-695
-2% -$119K
AMAT icon
11
Applied Materials
AMAT
$421B
$4.33M 2.02%
21,159
-3,336
-14% -$605K
ETN icon
12
Eaton
ETN
$155B
$4.22M 1.97%
11,285
-1,741
-13% -$633K
FSLR icon
13
First Solar
FSLR
$22.8B
$4.09M 1.91%
18,542
-3,032
-14% -$582K
EXPE icon
14
Expedia Group
EXPE
$32.3B
$3.87M 1.81%
18,121
-3,021
-14% -$607K
XLK icon
15
State Street Technology Select Sector SPDR ETF
XLK
$114B
$3.87M 1.81%
27,460
-1,984
-7% -$263K
TJX icon
16
TJX Companies
TJX
$171B
$3.77M 1.76%
26,089
-3,802
-13% -$505K
NVDA icon
17
NVIDIA
NVDA
$4.91T
$3.77M 1.76%
20,194
-3,305
-14% -$576K
QCOM icon
18
Qualcomm
QCOM
$181B
$3.74M 1.74%
22,454
-2,461
-10% -$390K
DIS icon
19
Walt Disney
DIS
$170B
$3.7M 1.73%
32,337
-4,775
-13% -$562K
UNH icon
20
UnitedHealth
UNH
$387B
$3.62M 1.69%
10,470
+3,243
+45% +$981K
DLR icon
21
Digital Realty Trust
DLR
$64.3B
$3.59M 1.68%
20,783
-850
-4% -$145K
NFLX icon
22
Netflix
NFLX
$290B
$3.55M 1.66%
29,610
-3,030
-9% -$370K
IBM icon
23
IBM
IBM
$200B
$3.4M 1.59%
12,051
-1,024
-8% -$268K
HD icon
24
Home Depot
HD
$338B
$3.38M 1.58%
8,347
-370
-4% -$145K
JPM icon
25
JPMorgan Chase
JPM
$907B
$3.36M 1.57%
10,648
-1,409
-12% -$419K
1
2 3 4

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SF
Sun Financial Midvale, Utah $200M AUM
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
ACA
Arena Capital Advisors Los Angeles, California $200M AUM 23.6% 1-Year Est. Return
FU
Fairfield University Fairfield, Connecticut $200M AUM 15.03% 1-Year Est. Return
CCM
Charter Capital Management Brookfield, Wisconsin $200M AUM 18.33% 1-Year Est. Return
SCM
Sitrin Capital Management Century City, California $200M AUM 28.77% 1-Year Est. Return
TCM
Tandem Capital Management Woodcliff Lake, New Jersey $200M AUM 25.01% 1-Year Est. Return
KCM
Kerusso Capital Management Winston Salem, North Carolina $200M AUM 18.14% 1-Year Est. Return

Beech Hill Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Beech Hill Advisors held 100 positions worth $214M, down 3.6% from $222M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Beech Hill Advisors withdrew a net $25.5M in Q3 2025, closing 4 positions and reducing 56 holdings. Its most notable exit was Chart Industries, an estimated $2.68M position sold in full.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 28% a quarter earlier, followed by Healthcare and Communication Services.

Against the trend, Beech Hill Advisors opened a new position in Schwab US Dividend Equity ETF worth $363K.

  • Beech Hill Advisors's largest Q3 2025 buy was Schwab US Dividend Equity ETF: 13,300 shares worth $363K.
  • Beech Hill Advisors added most to UnitedHealth in Q3 2025, an estimated $981K increase.
  • Beech Hill Advisors's biggest Q3 2025 reduction was Meta Platforms (Facebook), cutting an estimated $2.35M.
  • Beech Hill Advisors fully exited Chart Industries in Q3 2025, selling an estimated $2.68M.
  • Beech Hill Advisors's ten largest holdings make up 29% of its $214M portfolio in Q3 2025.
  • Beech Hill Advisors opened 4 new positions and closed 4 in Q3 2025.
  • Beech Hill Advisors's portfolio value fell 3.6% quarter-over-quarter to $214M.

Based on Beech Hill Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.