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Livermore
Livermore
ZHEN

Beech Hill Advisors, Inc.

SEC CIK
0001356202
Latest filing
Jul 30, 2026

The latest 13F from Beech Hill Advisors, Inc. covers Q2 2026 (filed Jul 30, 2026): 97 long positions worth $226.1M. The top 10 holdings make up 28.8% of the portfolio, and the largest is Applied Materials Inc (AMAT) at 3.8%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
5
Est. +$3.50M
Added
35
Est. +$5.54M
Reduced
43
Est. −$11.3M
Sold out
2
Est. −$1.40M

Top 5 holdings

Share of this quarter's portfolio value

  1. AMATApplied Materials Inc
    3.8%$8.57MHistory
  2. BXBlackstone Inc.
    3.4%$7.64MHistory
  3. GOOGLAlphabet Inc.
    3.1%$6.92MHistory
  4. AAPLApple Inc.
    3.0%$6.73MHistory
  5. AMZNAmazon Com Inc
    2.9%$6.59MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. SNOWSnowflake Inc.
    +$1.88MAddedHistory
  2. REGNRegeneron Pharmaceuticals, Inc.
    +$1.10MNewHistory
  3. PEGPublic Service Enterprise Group Inc
    +$763.9KNewHistory
  4. LMTLockheed Martin Corp
    +$694.9KNewHistory
  5. TTDTrade Desk, Inc.
    +$683.4KAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. SNOWSnowflake Inc.
    +0.94 pp0.2% → 1.2%History
  2. UNHUnitedHealth Group Inc
    +0.63 pp1.7% → 2.3%History
  3. REGNRegeneron Pharmaceuticals, Inc.
    +0.49 pp0.0% → 0.5%History
  4. PEGPublic Service Enterprise Group Inc
    +0.34 pp0.0% → 0.3%History
  5. LMTLockheed Martin Corp
    +0.31 pp0.0% → 0.3%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. MUMicron Technology Inc
    −$5.12MReducedHistory
  2. AMDAdvanced Micro Devices Inc
    −$1.22MReducedHistory
  3. QCOMQualcomm Inc
    −$1.16MSold outHistory
  4. GEHCGE HealthCare Technologies Inc.
    −$1.16MReducedHistory
  5. FSLRFirst Solar, Inc.
    −$780.1KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. GEHCGE HealthCare Technologies Inc.
    −0.75 pp1.2% → 0.4%History
  2. QCOMQualcomm Inc
    −0.58 pp0.6% → 0.0%History
  3. METAMeta Platforms, Inc.
    −0.34 pp2.4% → 2.1%History
  4. MDTMedtronic plc
    −0.32 pp1.5% → 1.1%History
  5. DLRDigital Realty Trust, Inc.
    −0.30 pp1.8% → 1.5%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$226.1M
+$26.5M (+13.3%) vs. prior quarter
Positions
97
+3 vs. prior quarter
Top 10 concentration
28.8%
Top 10 as share of value
Turnover
4.2%
Q2 2026, one quarter
Average holding period
17.1 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $267.2M (Q4 2024)

Q1 2021: $241.1MQ2 2021: $246.3MQ3 2021: $240.9MQ4 2021: $263.2MQ1 2022: $245.1MQ2 2022: $187.2MQ3 2022: $174.5MQ4 2022: $179.9MQ1 2023: $198.5MQ2 2023: $205.7MQ3 2023: $198.3MQ4 2023: $206.7MQ1 2024: $240.7MQ2 2024: $242.3MQ3 2024: $263.8MQ4 2024: $267.2MQ1 2025: $251.3MQ2 2025: $222.2MQ3 2025: $214.1MQ4 2025: $208.9MQ1 2026: $199.6MQ2 2026: $226.1M
Q1 2021Q2 2026
13F filings of Beech Hill Advisors, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 30, 202697$226.1MAMATBXGOOGLvs. Q1 2026SEC
Q1 2026Apr 9, 202694$199.6MBXAAPLAMZNvs. Q4 2025SEC
Q4 2025Jan 14, 202695$208.9MGOOGLAMZNAAPLvs. Q3 2025SEC
Q3 2025Oct 14, 202596$214.1MGOOGLAMZNMETAvs. Q2 2025SEC
Q2 2025Jul 30, 202596$222.2MMETAAMZNGOOGLvs. Q1 2025SEC
Q1 2025Apr 23, 202598$251.3MAMZNMETAGOOGLvs. Q4 2024SEC
Q4 2024Jan 15, 202599$267.2MAMZNGOOGLAAPLvs. Q3 2024SEC
Q3 2024Oct 16, 202498$263.8MAMZNGOOGLMETAvs. Q2 2024SEC
Q2 2024Jul 12, 2024101$242.3MAMZNGOOGLAAPLvs. Q1 2024SEC
Q1 2024Apr 12, 202495$240.7MAMZNGOOGLAAPLvs. Q4 2023SEC
Q4 2023Jan 10, 202491$206.7MAAPLGOOGLAMZNvs. Q3 2023SEC
Q3 2023Oct 11, 202387$198.3MAAPLGOOGLAMZNvs. Q2 2023SEC
Q2 2023Jul 11, 202386$205.7MAAPLGOOGLAMZNvs. Q1 2023SEC
Q1 2023Apr 14, 202386$198.5MAAPLGOOGLAMATvs. Q4 2022SEC
Q4 2022Jan 18, 202384$179.9MAAPLMRKGOOGLvs. Q3 2022SEC
Q3 2022Oct 12, 202282$174.5MAAPLAMZNGOOGLvs. Q2 2022SEC
Q2 2022Jul 11, 202283$187.2MAAPLGOOGLQCOMvs. Q1 2022SEC
Q1 2022Apr 19, 202287$245.1MAAPLGOOGLAMZNvs. Q4 2021SEC
Q4 2021Jan 19, 202289$263.2MAAPLGOOGLQCOMvs. Q3 2021SEC
Q3 2021Oct 14, 202187$240.9MAAPLAMZNGOOGLvs. Q2 2021SEC
Q2 2021Jul 15, 202182$246.3MAMZNAAPLGOOGLvs. Q1 2021SEC
Q1 2021Apr 19, 202185$241.1MAMZNAAPLBMY–SEC