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Latest Beech Hill Advisors, Inc. Stock Portfolio

$226Million | No. of Holdings #95

Beech Hill Advisors, Inc. Performance

2026 Q2+13.10%
YTD+7.38%
2025+18.55%

About Beech Hill Advisors, Inc. and 13F Hedge Fund Stock Holdings

On 2026-07-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, Point Windward Advisors Inc. reported an equity portfolio of $226.1 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Point Windward Advisors Inc. are AMAT, BX, GOOG. The fund has invested 3.8% of it's portfolio in APPLIED MATLS INC and 3.4% of portfolio in BLACKSTONE INC. <br><br> The fund managers got completely rid off QUALCOMM INC (QCOM) and HOWARD HUGHES HOLDINGS INC stocks. They significantly reduced their stock positions in GE HEALTHCARE TECHNOLOGIES I, MICRON TECHNOLOGY INC (MU) and FIRST SOLAR INC (FSLR). Point Windward Advisors Inc. opened new stock positions in REGENERON PHARMACEUTICALS (REGN), PUBLIC SVC ENTERPRISE GROUP (PEG) and LOCKHEED MARTIN CORP (LMT). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), SNOWFLAKE INC (SNOW) and UNITED PARCEL SVCS INC (UPS).
Beech Hill Advisors, Inc. Equity Portfolio Value
Last Reported on: 30 Jul, 2026
$226Million
  as of Jul 30, 2026

Beech Hill Advisors, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Point Windward Advisors Inc. made a return of 13.1% in the last quarter. In trailing 12 months, it's portfolio return was 21.78%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
regeneron pharmaceuticals1,102,420
public svc enterprise group763,878
lockheed martin corp694,903
bank of ny mellon corp676,630
humana inc264,193
New stocks bought by Beech Hill Advisors, Inc.

Additions

Ticker% Inc.
ishares tr300
snowflake inc251
united parcel svcs inc116
the trade desk inc92.76
schwab strategic tr17.33
spdr series trust14.49
state str spdr s&p 500 etf t13.88
salesforce inc12.45
Additions to existing portfolio by Beech Hill Advisors, Inc.

Reductions

Ticker% Reduced
ge healthcare technologies i-54.54
micron technology inc-52.4
first solar inc-20.49
advanced micro devices inc-16.98
berkshire hathaway inc del-14.73
automatic data processing in-12.71
costco wholesale corporation-7.48
williams cos inc-6.62
Beech Hill Advisors, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
qualcomm inc-1,156,970
howard hughes holdings inc-241,970
Beech Hill Advisors, Inc. got rid off the above stocks

Sector Distribution

Point Windward Advisors Inc. has about 27.4% of it's holdings in Technology sector.

  • Technology
  • Healthcare
  • Others
  • Consumer Cyclical
  • Communication Services
  • Financial Services
  • Industrials
  • Utilities
  • Consumer Defensive
  • Real Estate
  • Basic Materials
Sector%
Technology27.4
Healthcare12.8
Others10.7
Consumer Cyclical10.1
Communication Services8.6
Financial Services8.5
Industrials6.6
Utilities4.5
Consumer Defensive3.7
Real Estate3.5
Basic Materials2.6

Market Cap. Distribution

Point Windward Advisors Inc. has about 88.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP50.4
LARGE-CAP37.7
UNALLOCATED10.7
MID-CAP1.3

Stocks belong to which Index?

About 84.6% of the stocks held by Point Windward Advisors Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50084.6
Others15.4
Top 5 Winners (%)%
BB
blackberry ltd
282.9 %
MU
micron technology inc
178.4 %
AMD
advanced micro devices inc
169.8 %
AMAT
applied matls inc
108.5 %
UNH
unitedhealth group inc
53.3 %
Top 5 Winners ($)$
MU
micron technology inc
5.1 M
AMAT
applied matls inc
4.7 M
AMD
advanced micro devices inc
4.3 M
XLB
select sector spdr tr
1.9 M
UNH
unitedhealth group inc
1.8 M
Top 5 Losers (%)%
IJR
ishares tr
-60.3 %
NFLX
netflix inc.
-25.4 %
ALB
albemarle corp
-24.6 %
XOM
exxon mobil corp
-19.4 %
CVX
chevron corporation
-19.1 %
Top 5 Losers ($)$
IJR
ishares tr
-1.0 M
NFLX
netflix inc.
-1.0 M
ALB
albemarle corp
-0.5 M
CRM
salesforce inc
-0.4 M
MDT
medtronic plc
-0.3 M

Beech Hill Advisors, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Beech Hill Advisors, Inc.

Point Windward Advisors Inc. has 95 stocks in it's portfolio. About 28.8% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. MU was the most profitable stock for Point Windward Advisors Inc. last quarter.

$226.15MTotal Value
99.00Positions
30 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Beech Hill Advisors, Inc., last reported on 30 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Beech Hill Advisors, Inc.'s holding in Ishares Tr over time
0.27%29,490
$604.3K
0.27%
decreased 0.2 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Beech Hill Advisors, Inc.'s holding in Ishares Tr over time
0.16%4,730
$358.5K
0.16%
increased 9.24 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Beech Hill Advisors, Inc.'s holding in Spdr Series Trust over time
0.36%5,132
$812.1K
0.36%
decreased 0.54 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Beech Hill Advisors, Inc.'s holding in Spdr Series Trust over time
0.12%2,994
$263.1K
0.12%
increased 14.49 percentadded