Latest Beech Hill Advisors, Inc. Stock Portfolio
Beech Hill Advisors, Inc. Performance:
2024 Q3: 5.64%YTD: 16.01%2023: 21.45%
Performance for 2024 Q3 is 5.64%, and YTD is 16.01%, and 2023 is 21.45%.
About Beech Hill Advisors, Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Beech Hill Advisors, Inc. reported an equity portfolio of $263.8 Millions as of 30 Sep, 2024.
The top stock holdings of Beech Hill Advisors, Inc. are AMZN, GOOG, META. The fund has invested 4.3% of it's portfolio in AMAZON COM INC and 4% of portfolio in ALPHABET INC.
The fund managers got completely rid off PUBLIC SVC ENTERPRISE GRP IN (PEG), UNION PAC CORP (UNP) and CSX CORP (CSX) stocks. They significantly reduced their stock positions in AMGEN INC (AMGN), EATON CORP PLC (ETN) and BERKSHIRE HATHAWAY INC DEL. Beech Hill Advisors, Inc. opened new stock positions in WORKDAY INC (WDAY), ADVANCED MICRO DEVICES INC (AMD) and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to NVIDIA CORPORATION (NVDA), TAKE-TWO INTERACTIVE SOFTWAR (TTWO) and NIKE INC (NKE).
The top stock holdings of Beech Hill Advisors, Inc. are AMZN, GOOG, META. The fund has invested 4.3% of it's portfolio in AMAZON COM INC and 4% of portfolio in ALPHABET INC.
The fund managers got completely rid off PUBLIC SVC ENTERPRISE GRP IN (PEG), UNION PAC CORP (UNP) and CSX CORP (CSX) stocks. They significantly reduced their stock positions in AMGEN INC (AMGN), EATON CORP PLC (ETN) and BERKSHIRE HATHAWAY INC DEL. Beech Hill Advisors, Inc. opened new stock positions in WORKDAY INC (WDAY), ADVANCED MICRO DEVICES INC (AMD) and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to NVIDIA CORPORATION (NVDA), TAKE-TWO INTERACTIVE SOFTWAR (TTWO) and NIKE INC (NKE).
Beech Hill Advisors, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Beech Hill Advisors, Inc. made a return of 5.64% in the last quarter. In trailing 12 months, it's portfolio return was 26.34%.
New Buys
| Ticker | $ Bought |
|---|---|
| workday inc | 1,418,560 |
| advanced micro devices inc | 356,874 |
| select sector spdr tr | 213,974 |
New stocks bought by Beech Hill Advisors, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| nvidia corporation | 450 |
| take-two interactive softwar | 107 |
| nike inc | 92.45 |
| align technology inc | 91.38 |
| select sector spdr tr | 63.88 |
| broadcom inc | 39.06 |
| illumina inc | 30.16 |
| howard hughes holdings inc | 23.97 |
Additions to existing portfolio by Beech Hill Advisors, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| amgen inc | -37.21 |
| eaton corp plc | -28.05 |
| berkshire hathaway inc del | -24.52 |
| chevron corp new | -19.2 |
| goldman sachs group inc | -10.75 |
| duke energy corp new | -8.81 |
| exxon mobil corp | -8.61 |
| tesla inc | -8.11 |
Beech Hill Advisors, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| public svc enterprise grp in | -1,046,540 |
| csx corp | -354,838 |
| cvs health corp | -277,582 |
| albemarle corp | -223,039 |
| norfolk southn corp | -344,363 |
| union pac corp | -362,016 |
Beech Hill Advisors, Inc. got rid off the above stocks
Sector Distribution
Beech Hill Advisors, Inc. has about 25.6% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 25.6 |
| Consumer Cyclical | 12.4 |
| Communication Services | 12.2 |
| Healthcare | 12.1 |
| Others | 9.3 |
| Industrials | 7.4 |
| Financial Services | 6.5 |
| Consumer Defensive | 5.1 |
| Real Estate | 3.8 |
| Utilities | 3 |
| Basic Materials | 1.5 |
Market Cap. Distribution
Beech Hill Advisors, Inc. has about 88.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 47.4 |
| MEGA-CAP | 41.5 |
| UNALLOCATED | 9.3 |
| MID-CAP | 1.7 |
Stocks belong to which Index?
About 85.1% of the stocks held by Beech Hill Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 84 |
| Others | 15 |
| RUSSELL 2000 | 1.1 |
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.
Beech Hill Advisors, Inc. has 98 stocks in it's portfolio. About 31.5% of the portfolio is in top 10 stocks. AMAT proved to be the most loss making stock for the portfolio. EXAS was the most profitable stock for Beech Hill Advisors, Inc. last quarter.
Last Reported on: 16 Oct, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 3.64 | 41,224 | 9,605,240 | reduced | -1.81 | ||
| AAXJ | ishares tr | 0.20 | 35,741 | 525,035 | added | 5.16 | ||
| ABBV | abbvie inc | 2.06 | 27,511 | 5,432,910 | reduced | -6.53 | ||
| ABT | abbott labs | 0.49 | 11,400 | 1,299,710 | added | 5.56 | ||
| ADP | automatic data processing in | 1.07 | 10,200 | 2,822,650 | reduced | -2.67 | ||
| ALB | albemarle corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ALGN | align technology inc | 1.11 | 11,567 | 2,941,720 | added | 91.38 | ||
| AMAT | applied matls inc | 2.76 | 36,065 | 7,286,900 | added | 5.48 | ||
| AMD | advanced micro devices inc | 0.14 | 2,175 | 356,874 | new | |||
| AMGN | amgen inc | 0.16 | 1,350 | 434,984 | reduced | -37.21 | ||
| AMT | american tower corp new | 1.00 | 11,371 | 2,644,390 | reduced | -4.4 | ||
| AMZN | amazon com inc | 4.33 | 61,299 | 11,421,800 | added | 1.72 | ||
| AVGO | broadcom inc | 2.78 | 42,442 | 7,321,320 | added | 39.06 | ||
| BA | boeing co | 0.76 | 13,137 | 1,997,350 | added | 18.12 | ||
| BAC | bank america corp | 0.18 | 11,850 | 470,208 | reduced | -1.66 | ||
| BB | blackberry ltd | 0.14 | 142,200 | 372,564 | unchanged | 0.00 | ||
| BIL | spdr ser tr | 0.52 | 14,912 | 1,369,070 | reduced | -1.65 | ||
| BIL | spdr ser tr | 0.24 | 6,493 | 641,508 | added | 0.93 | ||
| BIL | spdr ser tr | 0.12 | 10,009 | 308,778 | reduced | -1.09 | ||
| BX | blackstone inc | 1.46 | 25,060 | 3,837,440 | reduced | -3.97 | ||