Beech Hill Advisors, Inc.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| UNITEDHEALTH GROUP INC(UNH) | 7,227 | 10,470 | +3,243 | 2,254,455 | 3,615,283 | 1.69% | +1,360,828 |
| ABBVIE INC(ABBV) | 24,852 | 24,222 | -630 | 4,613,064 | 5,608,407 | 2.62% | +995,343 |
| APPLE INC(AAPL) | 28,802 | 25,435 | -3,367 | 5,909,350 | 6,476,568 | 3.02% | +567,218 |
| MICRON TECHNOLOGY INC(MU) | 11,810 | 11,810 | 0 | 1,455,583 | 1,976,049 | 0.92% | +520,466 |
| BLACKSTONE INC(BX) | 29,970 | 29,275 | -695 | 4,482,913 | 5,001,634 | 2.34% | +518,721 |
| FIRST SOLAR INC(FSLR) | 21,574 | 18,542 | -3,032 | 3,571,360 | 4,089,067 | 1.91% | +517,707 |
| CLEVELAND-CLIFFS INC NEW(CLF) | 77,000 | 81,000 | +4,000 | 585,200 | 988,200 | 0.46% | +403,000 |
| ORACLE CORP(ORCL) | 22,863 | 19,072 | -3,791 | 4,998,528 | 5,363,797 | 2.51% | +365,269 |
| INVESCO EXCH TRADED FD TR II | 0 | 31,413 | +31,413 | 0 | 364,391 | 0.17% | +364,391 |
| SCHWAB STRATEGIC TR | 0 | 13,300 | +13,300 | 0 | 363,090 | 0.17% | +363,090 |
| ALPHABET INC(GOOG) | 43,147 | 32,679 | -10,468 | 7,603,796 | 7,944,265 | 3.71% | +340,469 |
| JOHNSON & JOHNSON(JNJ) | 15,463 | 14,479 | -984 | 2,361,955 | 2,684,674 | 1.25% | +322,719 |
| EXPEDIA GROUP INC(EXPE) | 21,142 | 18,121 | -3,021 | 3,566,233 | 3,873,364 | 1.81% | +307,131 |
| TESLA INC(TSLA) | 0 | 670 | +670 | 0 | 297,962 | 0.14% | +297,962 |
| CATERPILLAR INC(CAT) | 3,250 | 3,250 | 0 | 1,261,683 | 1,550,738 | 0.72% | +289,055 |
| ADVANCED MICRO DEVICES INC(AMD) | 12,215 | 12,215 | 0 | 1,733,309 | 1,976,265 | 0.92% | +242,956 |
| SELECT SECTOR SPDR TR | 6,953 | 7,991 | +1,038 | 1,025,707 | 1,232,452 | 0.58% | +206,745 |
| SPDR SERIES TRUST | 0 | 2,556 | +2,556 | 0 | 200,237 | 0.09% | +200,237 |
| SELECT SECTOR SPDR TR | 9,370 | 10,483 | +1,113 | 1,262,982 | 1,458,919 | 0.68% | +195,937 |
| HOME DEPOT INC(HD) | 8,717 | 8,347 | -370 | 3,196,076 | 3,382,203 | 1.58% | +186,127 |
| REALTY INCOME CORP(O) | 22,900 | 24,660 | +1,760 | 1,319,269 | 1,499,081 | 0.70% | +179,812 |
| NEXTERA ENERGY INC(NEE) | 43,767 | 42,504 | -1,263 | 3,038,291 | 3,208,612 | 1.50% | +170,321 |
| SELECT SECTOR SPDR TR | 2,547 | 4,592 | +2,045 | 206,231 | 359,875 | 0.17% | +153,644 |
| SELECT SECTOR SPDR TR | 5,167 | 8,647 | +3,480 | 214,017 | 364,298 | 0.17% | +150,281 |
| PFIZER INC(PFE) | 69,138 | 71,457 | +2,319 | 1,675,905 | 1,820,724 | 0.85% | +144,819 |
| SELECT SECTOR SPDR TR | 10,000 | 9,669 | -331 | 2,173,300 | 2,317,079 | 1.08% | +143,779 |
| SELECT SECTOR SPDR TR | 14,722 | 13,730 | -992 | 3,728,052 | 3,869,938 | 1.81% | +141,886 |
| EXELON CORP(EXC) | 22,968 | 24,951 | +1,983 | 997,271 | 1,123,045 | 0.52% | +125,774 |
| DUKE ENERGY CORP NEW(DUK) | 10,760 | 11,225 | +465 | 1,269,680 | 1,389,094 | 0.65% | +119,414 |
| GOLDMAN SACHS GROUP INC(GS) | 1,710 | 1,660 | -50 | 1,210,253 | 1,321,941 | 0.62% | +111,688 |
| SELECT SECTOR SPDR TR | 21,529 | 22,684 | +1,155 | 1,127,474 | 1,221,987 | 0.57% | +94,513 |
| BOEING CO(BA) | 12,975 | 13,025 | +50 | 2,718,652 | 2,811,186 | 1.31% | +92,534 |
| WYNN RESORTS LTD(WYNN) | 2,500 | 2,500 | 0 | 234,175 | 320,675 | 0.15% | +86,500 |
| TJX COS INC NEW(TJX) | 29,891 | 26,089 | -3,802 | 3,691,208 | 3,770,867 | 1.76% | +79,659 |
| WELLTOWER INC(WELL) | 3,250 | 3,250 | 0 | 499,623 | 578,955 | 0.27% | +79,332 |
| WORKDAY INC(WDAY) | 4,917 | 5,229 | +312 | 1,180,080 | 1,258,777 | 0.59% | +78,697 |
| ALBEMARLE CORP(ALB) | 20,669 | 16,855 | -3,814 | 1,295,326 | 1,366,603 | 0.64% | +71,277 |
| AMGEN INC(AMGN) | 1,500 | 1,725 | +225 | 418,815 | 486,795 | 0.23% | +67,980 |
| SPDR SERIES TRUST | 6,251 | 5,755 | -496 | 518,395 | 576,651 | 0.27% | +58,256 |
| NVIDIA CORPORATION(NVDA) | 23,499 | 20,194 | -3,305 | 3,712,609 | 3,767,800 | 1.76% | +55,191 |
| SALESFORCE INC(CRM) | 10,232 | 11,997 | +1,765 | 2,790,164 | 2,843,289 | 1.33% | +53,125 |
| BLACKBERRY LTD(BB) | 142,200 | 142,200 | 0 | 651,276 | 693,936 | 0.32% | +42,660 |
| BANK AMERICA CORP | 9,650 | 9,650 | 0 | 456,638 | 497,844 | 0.23% | +41,206 |
| CHEVRON CORP NEW(CVX) | 1,670 | 1,670 | 0 | 239,127 | 259,334 | 0.12% | +20,207 |
| MERCK & CO INC(MRK) | 39,448 | 37,439 | -2,009 | 3,122,738 | 3,142,292 | 1.47% | +19,554 |
| SPDR S&P 500 ETF TR(SPY) | 532 | 522 | -10 | 328,696 | 347,746 | 0.16% | +19,050 |
| BERKSHIRE HATHAWAY INC DEL | 1,025 | 1,025 | 0 | 497,914 | 515,309 | 0.24% | +17,395 |
| HUMANA INC(HUM) | 965 | 965 | 0 | 235,949 | 251,091 | 0.12% | +15,142 |
| ISHARES TR | 1,549 | 1,549 | 0 | 300,862 | 315,361 | 0.15% | +14,499 |
| LINDE PLC(LIN) | 1,500 | 1,500 | 0 | 703,770 | 712,500 | 0.33% | +8,730 |
| THE TRADE DESK INC(TTD) | 3,150 | 4,800 | +1,650 | 226,769 | 235,248 | 0.11% | +8,479 |
| ISHARES TR | 36,876 | 31,713 | -5,163 | 483,444 | 490,917 | 0.23% | +7,473 |
| MEDTRONIC PLC(MDT) | 37,382 | 34,279 | -3,103 | 3,258,626 | 3,264,772 | 1.52% | +6,146 |
| SERVICE CORP INTL(SCI) | 2,982 | 2,982 | 0 | 242,694 | 248,120 | 0.12% | +5,426 |
| DOMINION ENERGY INC(D) | 7,700 | 7,200 | -500 | 435,204 | 440,424 | 0.21% | +5,220 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 4,891 | 4,093 | -798 | 1,983,105 | 1,985,187 | 0.93% | +2,082 |
| ISHARES TR | 1,471 | 1,336 | -135 | 624,557 | 625,796 | 0.29% | +1,239 |
| LENNAR CORP(LEN) | 13,043 | 11,443 | -1,600 | 1,442,686 | 1,442,276 | 0.67% | -410 |
| ZOETIS INC(ZTS) | 1,496 | 1,496 | 0 | 233,301 | 218,895 | 0.10% | -14,406 |
| VICI PPTYS INC(VICI) | 70,844 | 70,379 | -465 | 2,309,500 | 2,295,045 | 1.07% | -14,455 |
| CHUBB LIMITED | 2,980 | 2,980 | 0 | 863,366 | 841,105 | 0.39% | -22,261 |
| ABBOTT LABS | 10,950 | 10,950 | 0 | 1,489,310 | 1,466,643 | 0.69% | -22,667 |
| ADOBE INC(ADBE) | 3,282 | 3,535 | +253 | 1,269,740 | 1,246,971 | 0.58% | -22,769 |
| HOWARD HUGHES HOLDINGS INC(HHH) | 5,025 | 3,825 | -1,200 | 339,188 | 314,300 | 0.15% | -24,888 |
| WILLIAMS COS INC(WMB) | 27,563 | 26,823 | -740 | 1,731,232 | 1,699,237 | 0.79% | -31,995 |
| MCDONALDS CORP(MCD) | 6,327 | 5,952 | -375 | 1,848,682 | 1,808,881 | 0.84% | -39,801 |
| COSTCO WHSL CORP NEW(COST) | 655 | 655 | 0 | 648,411 | 606,288 | 0.28% | -42,123 |
| SELECT SECTOR SPDR TR | 20,056 | 17,832 | -2,224 | 2,176,678 | 2,110,774 | 0.99% | -65,904 |
| ULTA BEAUTY INC(ULTA) | 4,439 | 3,634 | -805 | 2,076,653 | 1,986,890 | 0.93% | -89,763 |
| BOEING CO | 43,256 | 40,676 | -2,580 | 2,941,408 | 2,829,829 | 1.32% | -111,579 |
| GILEAD SCIENCES INC(GILD) | 11,033 | 9,878 | -1,155 | 1,223,229 | 1,096,458 | 0.51% | -126,771 |
| EXXON MOBIL CORP | 6,367 | 4,910 | -1,457 | 686,363 | 553,603 | 0.26% | -132,760 |
| FEDEX CORP(FDX) | 7,275 | 6,435 | -840 | 1,653,680 | 1,517,437 | 0.71% | -136,243 |
| JPMORGAN CHASE & CO.(JPM) | 12,057 | 10,648 | -1,409 | 3,495,546 | 3,358,809 | 1.57% | -136,737 |
| FREEPORT-MCMORAN INC(FCX) | 54,125 | 56,125 | +2,000 | 2,346,319 | 2,201,223 | 1.03% | -145,096 |
| APPLIED MATLS INC | 24,495 | 21,159 | -3,336 | 4,484,268 | 4,332,058 | 2.02% | -152,210 |
| PROCTER AND GAMBLE CO(PG) | 14,628 | 14,168 | -460 | 2,330,557 | 2,176,936 | 1.02% | -153,621 |
| DIGITAL RLTY TR INC(DLR) | 21,633 | 20,783 | -850 | 3,771,309 | 3,592,993 | 1.68% | -178,316 |
| COCA COLA CO(KO) | 38,895 | 38,260 | -635 | 2,751,798 | 2,537,382 | 1.19% | -214,416 |
| QUALCOMM INC(QCOM) | 24,915 | 22,454 | -2,461 | 3,967,971 | 3,735,456 | 1.74% | -232,515 |
| GE HEALTHCARE TECHNOLOGIES I(GEHC) | 38,354 | 34,474 | -3,880 | 2,840,861 | 2,588,978 | 1.21% | -251,883 |
| SPDR SERIES TRUST | 8,409 | 0 | -8,409 | 259,249 | 0 | — | -259,249 |
| AMERICAN TOWER CORP NEW(AMT) | 10,361 | 10,551 | +190 | 2,289,945 | 2,029,130 | 0.95% | -260,815 |
| PAYPAL HLDGS INC(PYPL) | 29,592 | 28,232 | -1,360 | 2,199,277 | 1,893,238 | 0.88% | -306,039 |
| AUTOMATIC DATA PROCESSING IN | 8,150 | 7,500 | -650 | 2,513,460 | 2,201,250 | 1.03% | -312,210 |
| TAKE-TWO INTERACTIVE SOFTWAR(TTWO) | 9,666 | 7,838 | -1,828 | 2,347,388 | 2,025,026 | 0.95% | -322,362 |
| WALMART INC(WMT) | 27,516 | 22,606 | -4,910 | 2,690,550 | 2,329,812 | 1.09% | -360,738 |
| EATON CORP PLC(ETN) | 13,026 | 11,285 | -1,741 | 4,650,105 | 4,223,363 | 1.97% | -426,742 |
| VISA INC(V) | 8,645 | 7,690 | -955 | 3,069,249 | 2,625,060 | 1.23% | -444,189 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 13,075 | 12,051 | -1,024 | 3,854,249 | 3,400,310 | 1.59% | -453,939 |
| BROADCOM INC(AVGO) | 23,704 | 18,394 | -5,310 | 6,534,136 | 6,068,518 | 2.83% | -465,618 |
| MICROSOFT CORP(MSFT) | 12,717 | 11,276 | -1,441 | 6,325,655 | 5,840,500 | 2.73% | -485,155 |
| NETFLIX INC(NFLX) | 3,264 | 2,961 | -303 | 4,370,920 | 3,550,002 | 1.66% | -820,918 |
| UBER TECHNOLOGIES INC(UBER) | 69,910 | 58,115 | -11,795 | 6,522,603 | 5,693,527 | 2.66% | -829,076 |
| DISNEY WALT CO(DIS) | 37,112 | 32,337 | -4,775 | 4,602,230 | 3,702,560 | 1.73% | -899,670 |
| AMAZON COM INC(AMZN) | 35,831 | 30,651 | -5,180 | 7,860,963 | 6,730,040 | 3.14% | -1,130,923 |
| KENVUE INC(KVUE) | 87,686 | 0 | -87,686 | 1,835,265 | 0 | — | -1,835,265 |
| EXACT SCIENCES CORP(EXK) | 40,496 | 0 | -40,496 | 2,151,957 | 0 | — | -2,151,957 |
| META PLATFORMS INC(META) | 11,984 | 8,830 | -3,154 | 8,845,271 | 6,484,575 | 3.03% | -2,360,696 |
| CHART INDS INC(GTLS) | 16,262 | 0 | -16,262 | 2,677,538 | 0 | — | -2,677,538 |