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

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%–