Latest Beech Hill Advisors, Inc. Stock Portfolio
Beech Hill Advisors, Inc. Performance:
2026 Q1: -5.06%YTD: -5.06%2025: 18.55%
Performance for 2026 Q1 is -5.06%, and YTD is -5.06%, and 2025 is 18.55%.
About Beech Hill Advisors, Inc. and 13F Hedge Fund Stock Holdings
On 2026-04-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Beech Hill Advisors, Inc. reported an equity portfolio of $199.6 Millions as of 31 Mar, 2026.
The top stock holdings of Beech Hill Advisors, Inc. are BX, AAPL, AMZN. The fund has invested 3.5% of it's portfolio in BLACKSTONE INC and 3% of portfolio in APPLE INC.
The fund managers got completely rid off CLEVELAND-CLIFFS INC NEW (CLF) and HUMANA INC (HUM) stocks. They significantly reduced their stock positions in QUALCOMM INC (QCOM), APPLIED MATLS INC (AMAT) and EXXON MOBIL CORP (XOM). Beech Hill Advisors, Inc. opened new stock positions in SNOWFLAKE INC (SNOW). The fund showed a lot of confidence in some stocks as they added substantially to STATE STR SPDR S&P 500 ETF T (SPY), BLACKSTONE INC (BX) and THE TRADE DESK INC (TTD).
The top stock holdings of Beech Hill Advisors, Inc. are BX, AAPL, AMZN. The fund has invested 3.5% of it's portfolio in BLACKSTONE INC and 3% of portfolio in APPLE INC.
The fund managers got completely rid off CLEVELAND-CLIFFS INC NEW (CLF) and HUMANA INC (HUM) stocks. They significantly reduced their stock positions in QUALCOMM INC (QCOM), APPLIED MATLS INC (AMAT) and EXXON MOBIL CORP (XOM). Beech Hill Advisors, Inc. opened new stock positions in SNOWFLAKE INC (SNOW). The fund showed a lot of confidence in some stocks as they added substantially to STATE STR SPDR S&P 500 ETF T (SPY), BLACKSTONE INC (BX) and THE TRADE DESK INC (TTD).
Beech Hill Advisors, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Point Windward Advisors Inc. made a return of -5.06% in the last quarter. In trailing 12 months, it's portfolio return was 19%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| snowflake inc | 444,919 |
New stocks bought by Beech Hill Advisors, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| state str spdr s&p 500 etf t | 118 |
| blackstone inc | 102 |
| the trade desk inc | 71.58 |
| workday inc | 71.39 |
| visa inc | 26.08 |
| united parcel svcs inc | 25.00 |
| salesforce inc | 24.00 |
| netflix inc. | 23.51 |
Additions to existing portfolio by Beech Hill Advisors, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| qualcomm inc | -57.56 |
| applied matls inc | -33.19 |
| exxon mobil corp | -26.28 |
| albemarle corp | -23.07 |
| chubb ltd switz | -19.46 |
| alphabet inc | -16.11 |
| johnson & johnson | -14.08 |
| automatic data processing in | -12.4 |
Beech Hill Advisors, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| cleveland-cliffs inc new | -909,680 |
| humana inc | -247,192 |
Beech Hill Advisors, Inc. got rid off the above stocks
Sector Distribution
Point Windward Advisors Inc. has about 23.9% of it's holdings in Technology sector.
- Technology
- Healthcare
- Others
- Consumer Cyclical
- Communication Services
- Financial Services
- Industrials
- Utilities
- Consumer Defensive
- Real Estate
- Basic Materials
- Energy
| Sector | % |
|---|---|
| Technology | 23.9 |
| Healthcare | 12.8 |
| Others | 11 |
| Consumer Cyclical | 11 |
| Communication Services | 9.4 |
| Financial Services | 8.6 |
| Industrials | 6.1 |
| Utilities | 4.6 |
| Consumer Defensive | 4.2 |
| Real Estate | 4.1 |
| Basic Materials | 3 |
| Energy | 1.3 |
Market Cap. Distribution
Point Windward Advisors Inc. has about 88.8% of it's portfolio invested in the large-cap and mega-cap stocks.
- MEGA-CAP
- LARGE-CAP
- UNALLOCATED
| Category | % |
|---|---|
| MEGA-CAP | 47.7 |
| LARGE-CAP | 41.1 |
| UNALLOCATED | 11 |
Stocks belong to which Index?
About 85.5% 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 500 | 85.5 |
| Others | 14.5 |
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 92 stocks in it's portfolio. About 26.1% of the portfolio is in top 10 stocks. BX proved to be the most loss making stock for the portfolio. AMAT was the most profitable stock for Point Windward Advisors Inc. last quarter.
Last Reported on: 09 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 3.02 | 23,735 | 6,023,760 | reduced | -0.79 | ||
| AAXJ | ishares tr | 0.27 | 29,549 | 540,451 | reduced | -2.41 | ||
| ABBV | abbvie inc | 2.50 | 22,975 | 4,996,880 | reduced | -3.1 | ||
| ABT | abbott laboratories | 0.56 | 10,950 | 1,124,240 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.15 | 4,330 | 303,879 | added | 19.28 | ||
| ADP | automatic data processing in | 0.67 | 6,570 | 1,334,890 | reduced | -12.4 | ||
| ALB | albemarle corp | 0.95 | 10,605 | 1,903,920 | reduced | -23.07 | ||
| AMAT | applied matls inc | 2.15 | 12,548 | 4,288,720 | reduced | -33.19 | ||
| AMD | advanced micro devices inc | 1.26 | 12,325 | 2,507,280 | added | 1.86 | ||
| AMGN | amgen inc | 0.29 | 1,625 | 571,756 | reduced | -5.8 | ||
| AMZN | amazon com inc | 2.98 | 28,586 | 5,953,610 | added | 0.75 | ||
| AVGO | broadcom inc | 2.31 | 14,869 | 4,602,250 | reduced | -8.85 | ||
| BA | boeing co | 1.36 | 13,680 | 2,722,730 | added | 0.4 | ||
| BA | boeing co | 1.28 | 39,429 | 2,558,150 | reduced | -5.94 | ||
| BAC | bank america corp | 0.22 | 8,875 | 432,656 | unchanged | 0.00 | ||
| BB | blackberry ltd | 0.19 | 115,700 | 374,868 | reduced | -1.28 | ||
| BIL | spdr series trust | 0.33 | 5,160 | 659,087 | reduced | -4.36 | ||
| BIL | spdr series trust | 0.10 | 2,615 | 200,152 | added | 0.89 | ||
| BX | blackstone inc | 3.54 | 61,385 | 7,058,640 | added | 102 | ||
| CAT | caterpillar inc | 1.06 | 3,000 | 2,125,380 | reduced | -7.69 | ||