Beech Hill Advisors, Inc.
- SEC CIK
- 0001356202
- Latest filing
- Jul 30, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 30, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 97
- +3 vs. Q1 2026
- Portfolio value
- $226.1M
- +$26.5M (+13.3%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMATApplied Materials Inc | Stock | 11,855 | $8.57M | 3.8% | −693−5.5% | Reduced | History |
| BXBlackstone Inc. | COM | 64,944 | $7.64M | 3.4% | +3,559+5.8% | Added | History |
| GOOGLAlphabet Inc. | Stock | 19,361 | $6.92M | 3.1% | −629−3.1% | Reduced | History |
| AAPLApple Inc. | Stock | 23,247 | $6.73M | 3.0% | −488−2.1% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 27,632 | $6.59M | 2.9% | −954−3.3% | Reduced | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 33,503 | $6.38M | 2.8% | −24−0.1% | Reduced | – |
| AMDAdvanced Micro Devices Inc | Stock | 10,232 | $5.94M | 2.6% | −2,093−17.0% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 22,897 | $5.76M | 2.5% | −78−0.3% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 12,714 | $5.28M | 2.3% | +94+0.7% | Added | History |
| AVGOBroadcom Inc. | Stock | 13,949 | $5.27M | 2.3% | −920−6.2% | Reduced | History |
| MUMicron Technology Inc | Stock | 4,033 | $4.66M | 2.1% | −4,439−52.4% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 8,253 | $4.65M | 2.1% | −96−1.1% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 34,051 | $4.38M | 1.9% | +62+0.2% | Added | History |
| MSFTMicrosoft Corp | Stock | 11,459 | $4.27M | 1.9% | +99+0.9% | Added | History |
| ETNEaton Corp plc | Stock | 9,921 | $4.23M | 1.9% | −169−1.7% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 54,108 | $3.90M | 1.7% | −395−0.7% | Reduced | History |
| EXPEExpedia Group, Inc. | Stock | 15,203 | $3.89M | 1.7% | −302−1.9% | Reduced | History |
| NEENextera Energy Inc | Stock | 42,864 | $3.76M | 1.7% | +704+1.7% | Added | History |
| NVDANVIDIA Corp | Stock | 18,251 | $3.65M | 1.6% | −351−1.9% | Reduced | History |
| DLRDigital Realty Trust, Inc. | COM | 19,317 | $3.47M | 1.5% | −1,031−5.1% | Reduced | History |
| FCXFreeport-McMoran Inc | Stock | 55,008 | $3.46M | 1.5% | −1,517−2.7% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 12,186 | $3.43M | 1.5% | +570+4.9% | Added | History |
| TJXTJX Companies Inc | Stock | 22,235 | $3.37M | 1.5% | −114−0.5% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 10,181 | $3.33M | 1.5% | −457−4.3% | Reduced | History |
| VVisa Inc. | Stock | 9,589 | $3.29M | 1.5% | −10.0% | Reduced | History |
| HDHome Depot, Inc. | Stock | 9,234 | $3.26M | 1.4% | +504+5.8% | Added | History |
| CATCaterpillar Inc | Stock | 3,000 | $3.19M | 1.4% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 12,001 | $3.05M | 1.3% | +16+0.1% | Added | History |
| BABoeing Co | Stock | 14,030 | $3.04M | 1.3% | +350+2.6% | Added | History |
| FSLRFirst Solar, Inc. | Stock | 12,830 | $3.03M | 1.3% | −3,306−20.5% | Reduced | History |
| KOCoca Cola Co | Stock | 36,779 | $2.99M | 1.3% | −265−0.7% | Reduced | History |
| DISWalt Disney Co | Stock | 30,445 | $2.93M | 1.3% | −45−0.1% | Reduced | History |
| NFLXNetflix Inc | Stock | 39,091 | $2.79M | 1.2% | +1,370+3.6% | Added | History |
| ORCLOracle Corp | Stock | 18,887 | $2.77M | 1.2% | −97−0.5% | Reduced | History |
| DDominion Energy, Inc | Stock | 40,357 | $2.76M | 1.2% | +236+0.6% | Added | History |
| SNOWSnowflake Inc. | Stock | 10,355 | $2.64M | 1.2% | +7,405+251.0% | Added | History |
| MDTMedtronic plc | Stock | 33,014 | $2.58M | 1.1% | −580−1.7% | Reduced | History |
| BA.PABoeing Co | DEP CONV PFD A | 38,037 | $2.56M | 1.1% | −1,392−3.5% | Reduced | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 21,641 | $2.54M | 1.1% | +715+3.4% | Added | – |
| WMTWalmart Inc. | Stock | 22,072 | $2.50M | 1.1% | +337+1.6% | Added | History |
| CRMSalesforce, Inc. | Stock | 15,366 | $2.41M | 1.1% | +1,701+12.4% | Added | History |
| PGProcter & Gamble Co | Stock | 14,817 | $2.17M | 1.0% | +8+0.1% | Added | History |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 20,223 | $2.17M | 1.0% | +1,007+5.2% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,773 | $2.07M | 0.9% | +338+13.9% | Added | History |
| VICIVici Properties Inc. | COM | 75,063 | $1.99M | 0.9% | −1,240−1.6% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 3,918 | $1.96M | 0.9% | −33−0.8% | Reduced | History |
| TTWOTake Two Interactive Software Inc | COM | 7,438 | $1.86M | 0.8% | +90+1.2% | Added | History |
| MCDMcDonalds Corp | Stock | 6,869 | $1.86M | 0.8% | +692+11.2% | Added | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 10,618 | $1.68M | 0.7% | +382+3.7% | Added | – |
| PFEPfizer Inc | Stock | 69,581 | $1.68M | 0.7% | +385+0.6% | Added | History |
| FDXFedEx Corp | Stock | 5,327 | $1.67M | 0.7% | 00.0% | Unchanged | History |
| WMBWilliams Companies, Inc. | COM | 22,274 | $1.66M | 0.7% | −1,579−6.6% | Reduced | History |
| ORealty Income Corp | REIT | 25,810 | $1.60M | 0.7% | 00.0% | Unchanged | History |
| GSGoldman Sachs Group Inc | Stock | 1,560 | $1.58M | 0.7% | 00.0% | Unchanged | History |
| DUKDuke Energy CORP | Stock | 12,013 | $1.52M | 0.7% | +373+3.2% | Added | History |
| LENLennar Corp | CL A | 16,532 | $1.50M | 0.7% | +1,123+7.3% | Added | History |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 7,975 | $1.48M | 0.7% | −7−0.1% | Reduced | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 27,396 | $1.47M | 0.6% | +1,015+3.8% | Added | – |
| ALBAlbemarle Corp | Stock | 10,810 | $1.46M | 0.6% | +205+1.9% | Added | History |
| ULTAUlta Beauty, Inc. | Stock | 3,175 | $1.43M | 0.6% | −2−0.1% | Reduced | History |
| TTDTrade Desk, Inc. | Stock | 78,550 | $1.42M | 0.6% | +37,800+92.8% | Added | History |
| BBBLACKBERRY Ltd | COM | 109,700 | $1.39M | 0.6% | −6,000−5.2% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 5,735 | $1.28M | 0.6% | −835−12.7% | Reduced | History |
| EXCExelon Corp | Stock | 24,641 | $1.15M | 0.5% | +230+0.9% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 25,815 | $1.11M | 0.5% | −655−2.5% | Reduced | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 1,768 | $1.10M | 0.5% | +1,768 | New | History |
| GILDGilead Sciences, Inc. | Stock | 8,025 | $1.01M | 0.4% | −365−4.4% | Reduced | History |
| ABTAbbott Laboratories | Stock | 10,750 | $975.5K | 0.4% | −200−1.8% | Reduced | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 15,057 | $963.8K | 0.4% | −18,061−54.5% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 7,798 | $954.6K | 0.4% | +75+1.0% | Added | History |
| CBChubb Ltd | Stock | 2,400 | $817.8K | 0.4% | 00.0% | Unchanged | History |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 5,132 | $812.1K | 0.4% | −28−0.5% | Reduced | – |
| LINLinde PLC | Stock | 1,500 | $778.4K | 0.3% | 00.0% | Unchanged | History |
| PEGPublic Service Enterprise Group Inc | COM | 9,412 | $763.9K | 0.3% | +9,412 | New | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 23,700 | $751.5K | 0.3% | +3,500+17.3% | Added | – |
| WELLWelltower Inc. | REIT | 3,250 | $737.7K | 0.3% | 00.0% | Unchanged | History |
| UPSUnited Parcel Service Inc | Stock | 6,500 | $698.8K | 0.3% | +3,500+116.7% | Added | History |
| LMTLockheed Martin Corp | Stock | 1,364 | $694.9K | 0.3% | +1,364 | New | History |
| BNYBank of New York Mellon Corp | Stock | 4,679 | $676.6K | 0.3% | +4,679 | New | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,344 | $663.6K | 0.3% | 00.0% | UnchangedConverted for a 4-for-1 split | – |
| iShares Global Clean Energy ETF464288224 | ETF | 29,490 | $604.3K | 0.3% | −59−0.2% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 606 | $566.9K | 0.3% | −49−7.5% | Reduced | History |
| AMGNAmgen Inc | Stock | 1,560 | $564.9K | 0.2% | −65−4.0% | Reduced | History |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 6,342 | $526.8K | 0.2% | +203+3.3% | Added | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 48,122 | $521.6K | 0.2% | −1,158−2.3% | Reduced | – |
| BACBank of America Corp | Stock | 8,875 | $505.7K | 0.2% | 00.0% | Unchanged | History |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 10,164 | $447.5K | 0.2% | −104−1.0% | Reduced | – |
| XOMExxonMobil Holdings Corp | COM | 3,015 | $412.2K | 0.2% | 00.0% | Unchanged | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,549 | $375.5K | 0.2% | 00.0% | Unchanged | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 4,730 | $358.5K | 0.2% | +400+9.2% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 637 | $318.7K | 0.1% | −110−14.7% | Reduced | History |
| TSLATesla, Inc. | Stock | 670 | $281.8K | 0.1% | 00.0% | Unchanged | History |
| HUMHumana Inc | Stock | 665 | $264.2K | 0.1% | +665 | New | History |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 2,994 | $263.1K | 0.1% | +379+14.5% | Added | – |
| CVXChevron Corp | Stock | 1,570 | $260.2K | 0.1% | +150+10.6% | Added | History |
| WYNNWynn Resorts Ltd | COM | 2,500 | $242.7K | 0.1% | 00.0% | Unchanged | History |
| SCIService Corp International | COM | 2,982 | $226.5K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (2)
Positions held at the end of Q1 2026 that are gone from this filing.