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Livermore
Livermore
ZHEN

Beech Hill Advisors, Inc.

SEC CIK
0001356202
Latest filing
Jul 30, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Jul 30, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
96
−2 vs. Q1 2025
Portfolio value
$222.2M
−$29.1M (−11.6%) vs. Q1 2025
Filed
Jul 30, 2025
SEC
Holdings of Beech Hill Advisors, Inc. in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
METAMeta Platforms, Inc.Stock11,984$8.85M4.0%−4,549−27.5%ReducedHistory
AMZNAmazon Com IncStock35,831$7.86M3.5%−20,677−36.6%ReducedHistory
GOOGLAlphabet Inc.Stock43,147$7.60M3.4%−16,145−27.2%ReducedHistory
AVGOBroadcom Inc.Stock23,704$6.53M2.9%−13,278−35.9%ReducedHistory
UBERUber Technologies, IncStock69,910$6.52M2.9%−33,291−32.3%ReducedHistory
MSFTMicrosoft CorpStock12,717$6.33M2.8%−4,083−24.3%ReducedHistory
AAPLApple Inc.Stock28,802$5.91M2.7%−10,117−26.0%ReducedHistory
ORCLOracle CorpStock22,863$5.00M2.2%−9,262−28.8%ReducedHistory
ETNEaton Corp plcStock13,026$4.65M2.1%−4,215−24.4%ReducedHistory
ABBVAbbVie Inc.Stock24,852$4.61M2.1%−2,291−8.4%ReducedHistory
DISWalt Disney CoStock37,112$4.60M2.1%−11,464−23.6%ReducedHistory
AMATApplied Materials IncStock24,495$4.48M2.0%−9,477−27.9%ReducedHistory
BXBlackstone Inc.COM29,970$4.48M2.0%+4,310+16.8%AddedHistory
NFLXNetflix IncStock3,264$4.37M2.0%−1,865−36.4%ReducedHistory
QCOMQualcomm IncStock24,915$3.97M1.8%−7,861−24.0%ReducedHistory
IBMInternational Business Machines CorpStock13,075$3.85M1.7%−1,900−12.7%ReducedHistory
DLRDigital Realty Trust, Inc.COM21,633$3.77M1.7%−5,146−19.2%ReducedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF14,722$3.73M1.7%−235−1.6%Reduced–
NVDANVIDIA CorpStock23,499$3.71M1.7%−8,068−25.6%ReducedHistory
TJXTJX Companies IncStock29,891$3.69M1.7%−12,723−29.9%ReducedHistory
FSLRFirst Solar, Inc.Stock21,574$3.57M1.6%−5,242−19.5%ReducedHistory
EXPEExpedia Group, Inc.Stock21,142$3.57M1.6%−8,570−28.8%ReducedHistory
JPMJPMorgan Chase & CoStock12,057$3.50M1.6%−2,496−17.2%ReducedHistory
MDTMedtronic plcStock37,382$3.26M1.5%−10,418−21.8%ReducedHistory
HDHome Depot, Inc.Stock8,717$3.20M1.4%−1,061−10.9%ReducedHistory
MRKMerck & Co., Inc.Stock39,448$3.12M1.4%−5,279−11.8%ReducedHistory
VVisa Inc.Stock8,645$3.07M1.4%−3,353−27.9%ReducedHistory
NEENextera Energy IncStock43,767$3.04M1.4%−16,794−27.7%ReducedHistory
BA.PABoeing CoDEP CONV PFD A43,256$2.94M1.3%−9,811−18.5%ReducedHistory
GEHCGE HealthCare Technologies Inc.Stock38,354$2.84M1.3%−11,998−23.8%ReducedHistory
CRMSalesforce, Inc.Stock10,232$2.79M1.3%−4,043−28.3%ReducedHistory
KOCoca Cola CoStock38,895$2.75M1.2%−8,407−17.8%ReducedHistory
BABoeing CoStock12,975$2.72M1.2%−880−6.4%ReducedHistory
WMTWalmart Inc.Stock27,516$2.69M1.2%−7,066−20.4%ReducedHistory
GTLSChart Industries IncCOM16,262$2.68M1.2%−7,240−30.8%ReducedHistory
ADPAutomatic Data Processing IncStock8,150$2.51M1.1%−100−1.2%ReducedHistory
JNJJohnson & JohnsonStock15,463$2.36M1.1%−3,194−17.1%ReducedHistory
TTWOTake Two Interactive Software IncCOM9,666$2.35M1.1%−5,194−35.0%ReducedHistory
FCXFreeport-McMoran IncStock54,125$2.35M1.1%−550−1.0%ReducedHistory
PGProcter & Gamble CoStock14,628$2.33M1.0%−3,161−17.8%ReducedHistory
VICIVici Properties Inc.COM70,844$2.31M1.0%−16,204−18.6%ReducedHistory
AMTAmerican Tower CorpREIT10,361$2.29M1.0%−1,988−16.1%ReducedHistory
UNHUnitedHealth Group IncStock7,227$2.25M1.0%+7,227NewHistory
PYPLPayPal Holdings, Inc.Stock29,592$2.20M1.0%−9,733−24.8%ReducedHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF20,056$2.18M1.0%−1,432−6.7%Reduced–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF10,000$2.17M1.0%−654−6.1%Reduced–
EXASExact Sciences CorpCOM40,496$2.15M1.0%−19,415−32.4%ReducedHistory
ULTAUlta Beauty, Inc.Stock4,439$2.08M0.9%−2,492−36.0%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock4,891$1.98M0.9%+401+8.9%AddedHistory
MCDMcDonalds CorpStock6,327$1.85M0.8%−904−12.5%ReducedHistory
KVUEKenvue Inc.Stock87,686$1.84M0.8%−20,554−19.0%ReducedHistory
AMDAdvanced Micro Devices IncStock12,215$1.73M0.8%+2,375+24.1%AddedHistory
WMBWilliams Companies, Inc.COM27,563$1.73M0.8%−5,625−16.9%ReducedHistory
PFEPfizer IncStock69,138$1.68M0.8%−9,776−12.4%ReducedHistory
FDXFedEx CorpStock7,275$1.65M0.7%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock10,950$1.49M0.7%−350−3.1%ReducedHistory
MUMicron Technology IncStock11,810$1.46M0.7%+1,450+14.0%AddedHistory
LENLennar CorpCL A13,043$1.44M0.6%+13,043NewHistory
ORealty Income CorpREIT22,900$1.32M0.6%−3,985−14.8%ReducedHistory
ALBAlbemarle CorpStock20,669$1.30M0.6%−1,781−7.9%ReducedHistory
ADBEAdobe Inc.Stock3,282$1.27M0.6%−42−1.3%ReducedHistory
DUKDuke Energy CORPStock10,760$1.27M0.6%−1,615−13.1%ReducedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF9,370$1.26M0.6%−81−0.9%Reduced–
CATCaterpillar IncStock3,250$1.26M0.6%−550−14.5%ReducedHistory
GILDGilead Sciences, Inc.Stock11,033$1.22M0.6%−3,155−22.2%ReducedHistory
GSGoldman Sachs Group IncStock1,710$1.21M0.5%+125+7.9%AddedHistory
WDAYWorkday, Inc.CL A4,917$1.18M0.5%−1,792−26.7%ReducedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF21,529$1.13M0.5%+1,315+6.5%Added–
State Street Industrial Select Sector SPDR ETF81369Y704ETF6,953$1.03M0.5%+69+1.0%Added–
EXCExelon CorpStock22,968$997.3K0.4%−2,521−9.9%ReducedHistory
CBChubb LtdStock2,980$863.4K0.4%−260−8.0%ReducedHistory
LINLinde PLCStock1,500$703.8K0.3%00.0%UnchangedHistory
XOMExxonMobil Holdings CorpCOM6,367$686.4K0.3%−860−11.9%ReducedHistory
BBBLACKBERRY LtdCOM142,200$651.3K0.3%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock655$648.4K0.3%00.0%UnchangedHistory
iShares Russell 1000 Growth ETF464287614ETF1,471$624.6K0.3%00.0%Unchanged–
CLFCleveland-Cliffs Inc.COM77,000$585.2K0.3%+9,300+13.7%AddedHistory
State Street SPDR S&P Biotech ETF78464A870ETF6,251$518.4K0.2%−389−5.9%Reduced–
WELLWelltower Inc.REIT3,250$499.6K0.2%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock1,025$497.9K0.2%−250−19.6%ReducedHistory
iShares Global Clean Energy ETF464288224ETF36,876$483.4K0.2%−2,381−6.1%Reduced–
BACBank of America CorpStock9,650$456.6K0.2%−500−4.9%ReducedHistory
DDominion Energy, IncStock7,700$435.2K0.2%00.0%UnchangedHistory
AMGNAmgen IncStock1,500$418.8K0.2%00.0%UnchangedHistory
HHHHoward Hughes Holdings Inc.COM5,025$339.2K0.2%−4,025−44.5%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF532$328.7K0.1%−551−50.9%ReducedHistory
iShares Russell 1000 Value ETF464287598ETF1,549$300.9K0.1%00.0%Unchanged–
SPDR Series Trust78468R200ST STR RATE ETF8,409$259.2K0.1%−945−10.1%Reduced–
SCIService Corp InternationalCOM2,982$242.7K0.1%00.0%UnchangedHistory
CVXChevron CorpStock1,670$239.1K0.1%−13−0.8%ReducedHistory
HUMHumana IncStock965$235.9K0.1%+100+11.6%AddedHistory
WYNNWynn Resorts LtdCOM2,500$234.2K0.1%00.0%UnchangedHistory
ZTSZoetis Inc.Stock1,496$233.3K0.1%00.0%UnchangedHistory
TTDTrade Desk, Inc.Stock3,150$226.8K0.1%+3,150NewHistory
State Street Real Estate Select Sector SPDR ETF81369Y860ETF5,167$214.0K0.1%−335−6.1%Reduced–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF2,547$206.2K0.1%−245−8.8%Reduced–

Sold out since Q1 2025 (5)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Beech Hill Advisors, Inc. sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
UPSUnited Parcel Service IncStock20,781$2.29M0.9%History
TOLToll Brothers, Inc.COM15,273$1.61M0.6%History
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF8,708$798.8K0.3%–
GOOGAlphabet Inc.Stock2,204$344.3K0.1%History
Vanguard Morningstar Total Stock Market ETF922908769ETF1,200$329.8K0.1%–