Beech-Hill-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "EXAS",
  "HUM",
  "MU",
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  "CAT",
  "AVGO",
  "HHH",
  "DUK",
  "D",
  "EXPE",
  "FCX",
  "GILD",
  "BA-PA",
  "HD",
  "MCD",
  "QCOM",
  "AMAT",
  "META",
  "LIN",
  "MDT",
  "MSFT",
  "EXC",
  "BX",
  "IWD",
  "ORCL",
  "IWF",
  "PYPL",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "GEHC",
  "PFE",
  "PG",
  "MRK",
  "AMGN",
  "KVUE",
  null,
  null,
  null,
  "O",
  null,
  null,
  "AMT",
  "IBM",
  "TMO",
  "TJX",
  "UBER",
  "UPS",
  null,
  "ULTA",
  null,
  null,
  null,
  null,
  "TOL",
  "ALB",
  "AMD",
  "FSLR",
  "AMZN",
  "TTWO",
  "CLF",
  "V",
  "VICI",
  "WMT",
  "WELL",
  "WMB",
  "WYNN",
  "WDAY",
  "CRM",
  "SCI",
  "FDX",
  null,
  "ADP",
  "BAC",
  "BRK-B",
  "BB",
  "BA",
  "CVX",
  "GTLS",
  "CB",
  "KO",
  "COST",
  "DLR",
  "NEE",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "NFLX",
  "XLK",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 98
Total Value: 251272502
Accession Number: 0001085146-25-002302
Form Type: 13F-HR
CIK: beech-hill-advisors
Manager Name: Beech-Hill-Advisors

Data Enrichment

89% identified

87 identified11 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

98 positions • $251.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Merck & Co., Inc.

MRK|58933Y105

Shares:44.7K

Value:$4.0M

% of Portfolio:1.6% ($4.0M/$251.3M)

DIGITAL REALTY TRUST, INC.

DLR|253868103

Shares:26.8K

Value:$3.8M

% of Portfolio:1.5% ($3.8M/$251.3M)

Salesforce, Inc.

CRM|79466L302

Shares:14.3K

Value:$3.8M

% of Portfolio:1.5% ($3.8M/$251.3M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:15.0K

Value:$3.7M

% of Portfolio:1.5% ($3.7M/$251.3M)

Blackstone Inc.

BX|09260D107

Shares:25.7K

Value:$3.6M

% of Portfolio:1.4% ($3.6M/$251.3M)

HOME DEPOT, INC.

HD|437076102

Shares:9.8K

Value:$3.6M

% of Portfolio:1.4% ($3.6M/$251.3M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:14.6K

Value:$3.6M

% of Portfolio:1.4% ($3.6M/$251.3M)

NVIDIA CORP

NVDA|67066G104

Shares:31.6K

Value:$3.4M

% of Portfolio:1.4% ($3.4M/$251.3M)

CHART INDUSTRIES INC

GTLS|16115Q308

Shares:23.5K

Value:$3.4M

% of Portfolio:1.4% ($3.4M/$251.3M)

FIRST SOLAR, INC.

FSLR|336433107

Shares:26.8K

Value:$3.4M

% of Portfolio:1.3% ($3.4M/$251.3M)

COCA COLA CO

KO|191216100

Shares:47.3K

Value:$3.4M

% of Portfolio:1.3% ($3.4M/$251.3M)

BOEING CO

BA-PA|097023204

Shares:53.1K

Value:$3.2M

% of Portfolio:1.3% ($3.2M/$251.3M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:18.7K

Value:$3.1M

% of Portfolio:1.2% ($3.1M/$251.3M)

81369Y803

XLK|81369Y803

Shares:15.0K

Value:$3.1M

% of Portfolio:1.2% ($3.1M/$251.3M)

TAKE TWO INTERACTIVE SOFTWARE INC

TTWO|874054109

Shares:14.9K

Value:$3.1M

% of Portfolio:1.2% ($3.1M/$251.3M)

Walmart Inc.

WMT|931142103

Shares:34.6K

Value:$3.0M

% of Portfolio:1.2% ($3.0M/$251.3M)

PROCTER & GAMBLE Co

PG|742718109

Shares:17.8K

Value:$3.0M

% of Portfolio:1.2% ($3.0M/$251.3M)

VICI PROPERTIES INC.

VICI|925652109

Shares:87.0K

Value:$2.8M

% of Portfolio:1.1% ($2.8M/$251.3M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:12.3K

Value:$2.7M

% of Portfolio:1.1% ($2.7M/$251.3M)

Kenvue Inc.

KVUE|49177J102

Shares:108.2K

Value:$2.6M

% of Portfolio:1.0% ($2.6M/$251.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Merck & Co., Inc.(MRKcusip58933Y105)	44.7K	QoQ -0.74% (-336) YoY +17.23% (-6.6K)	All Managers (Combined)	$4.0M	1.6% ($4.0M/$251.3M)	QoQ -10.44% (-$468.2K) YoY -20.25% (-$1.0M)
DIGITAL REALTY TRUST, INC.(DLRcusip253868103)	26.8K	QoQ +14.72% (-3.4K) YoY +4.36% (+1.1K)	All Managers (Combined)	$3.8M	1.5% ($3.8M/$251.3M)	QoQ -7.29% (-$302.1K) YoY +3.82% (+$141.5K)
Salesforce, Inc.(CRMcusip79466L302)	14.3K	QoQ -1.31% (-190) YoY +14.16% (+1.8K)	All Managers (Combined)	$3.8M	1.5% ($3.8M/$251.3M)	QoQ -20.78% (-$1.0M) YoY +1.72% (+$64.9K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	15.0K	QoQ -10.49% (-1.8K) YoY -10.57% (-1.8K)	All Managers (Combined)	$3.7M	1.5% ($3.7M/$251.3M)	QoQ +1.24% (-$45.7K) YoY +16.44% (-$525.9K)
Blackstone Inc.(BXcusip09260D107)	25.7K	QoQ +6.98% (-1.7K) YoY -2.21% (-580)	All Managers (Combined)	$3.6M	1.4% ($3.6M/$251.3M)	QoQ -13.26% (-$548.7K) YoY +4.04% (-$139.6K)
HOME DEPOT, INC.(HDcusip437076102)	9.8K	QoQ +0.46% (-45) YoY -2.33% (-234)	All Managers (Combined)	$3.6M	1.4% ($3.6M/$251.3M)	QoQ -5.34% (-$202.5K) YoY -6.69% (-$257.1K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	14.6K	QoQ -1.68% (-250) YoY -26.31% (-5.2K)	All Managers (Combined)	$3.6M	1.4% ($3.6M/$251.3M)	QoQ +0.60% (-$21.4K) YoY -9.76% (-$386.2K)
NVIDIA CORP(NVDAcusip67066G104)	31.6K	QoQ +183.95% (+20.4K) YoY NEW(+31.6K)	All Managers (Combined)	$3.4M	1.4% ($3.4M/$251.3M)	QoQ +129.16% (+$1.9M) YoY NEW(+$3.4M)
CHART INDUSTRIES INC(GTLScusip16115Q308)	23.5K	QoQ -0.08% (-21) YoY +11.22% (-2.4K)	All Managers (Combined)	$3.4M	1.4% ($3.4M/$251.3M)	QoQ -24.42% (-$1.1M) YoY -2.52% (-$87.8K)
FIRST SOLAR, INC.(FSLRcusip336433107)	26.8K	QoQ -1.13% (-307) YoY -1.41% (-385)	All Managers (Combined)	$3.4M	1.3% ($3.4M/$251.3M)	QoQ -29.07% (-$1.4M) YoY -26.16% (-$1.2M)
COCA COLA CO(KOcusip191216100)	47.3K	QoQ -3.38% (-1.7K) YoY -9.37% (-4.9K)	All Managers (Combined)	$3.4M	1.3% ($3.4M/$251.3M)	QoQ +11.14% (-$339.7K) YoY +6.09% (-$194.5K)
BOEING CO(BA-PAcusip097023204)	53.1K	QoQ NEW(+53.1K) YoY NEW(+53.1K)	All Managers (Combined)	$3.2M	1.3% ($3.2M/$251.3M)	QoQ NEW(+$3.2M) YoY NEW(+$3.2M)
JOHNSON & JOHNSON(JNJcusip478160104)	18.7K	QoQ -3.05% (-587) YoY -5.92% (-1.2K)	All Managers (Combined)	$3.1M	1.2% ($3.1M/$251.3M)	QoQ +11.17% (-$311.0K) YoY -1.37% (-$43.0K)
(XLKcusip81369Y803)	15.0K	QoQ +11.80% (-1.6K) YoY +21.39% (+2.6K)	All Managers (Combined)	$3.1M	1.2% ($3.1M/$251.3M)	QoQ -0.71% (-$22.3K) YoY +20.35% (+$522.2K)
TAKE TWO INTERACTIVE SOFTWARE INC(TTWOcusip874054109)	14.9K	QoQ -2.48% (-379) YoY NEW(+14.9K)	All Managers (Combined)	$3.1M	1.2% ($3.1M/$251.3M)	QoQ +9.78% (-$274.5K) YoY NEW(+$3.1M)
Walmart Inc.(WMTcusip931142103)	34.6K	QoQ -2.45% (-870) YoY -11.66% (-4.6K)	All Managers (Combined)	$3.0M	1.2% ($3.0M/$251.3M)	QoQ -5.21% (-$167.1K) YoY +28.88% (-$680.4K)
PROCTER & GAMBLE Co(PGcusip742718109)	17.8K	QoQ +3.58% (+615) YoY -1.62% (-293)	All Managers (Combined)	$3.0M	1.2% ($3.0M/$251.3M)	QoQ +5.29% (+$152.4K) YoY +3.33% (-$97.8K)
VICI PROPERTIES INC.(VICIcusip925652109)	87.0K	QoQ -1.86% (-1.6K) YoY -9.06% (-8.7K)	All Managers (Combined)	$2.8M	1.1% ($2.8M/$251.3M)	QoQ +9.59% (-$248.6K) YoY -0.42% (-$12.2K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	12.3K	QoQ +0.36% (+45) YoY +4.79% (+565)	All Managers (Combined)	$2.7M	1.1% ($2.7M/$251.3M)	QoQ +19.07% (+$430.5K) YoY +15.40% (+$358.7K)
Kenvue Inc.(KVUEcusip49177J102)	108.2K	QoQ +1.27% (+1.4K) YoY +0.24% (+265)	All Managers (Combined)	$2.6M	1.0% ($2.6M/$251.3M)	QoQ +13.74% (+$313.7K) YoY +12.01% (+$278.5K)