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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BLACKBERRY Ltd

BB|09228F103

Shares:142.2K

Value:$536.1K

% of Portfolio:0.2% ($536.1K/$251.3M)

464287614

IWF|464287614

Shares:1.5K

Value:$531.2K

% of Portfolio:0.2% ($531.2K/$251.3M)

WELLTOWER INC.

WELL|95040Q104

Shares:3.3K

Value:$497.9K

% of Portfolio:0.2% ($497.9K/$251.3M)

AMGEN INC

AMGN|031162100

Shares:1.5K

Value:$467.3K

% of Portfolio:0.2% ($467.3K/$251.3M)

464288224

Shares:39.3K

Value:$448.3K

% of Portfolio:0.2% ($448.3K/$251.3M)

DOMINION ENERGY, INC

D|25746U109

Shares:7.7K

Value:$431.7K

% of Portfolio:0.2% ($431.7K/$251.3M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:10.2K

Value:$423.6K

% of Portfolio:0.2% ($423.6K/$251.3M)

Alphabet Inc.

GOOG|02079K107

Shares:2.2K

Value:$344.3K

% of Portfolio:0.1% ($344.3K/$251.3M)

922908769

VTI|922908769

Shares:1.2K

Value:$329.8K

% of Portfolio:0.1% ($329.8K/$251.3M)

464287598

IWD|464287598

Shares:1.5K

Value:$291.5K

% of Portfolio:0.1% ($291.5K/$251.3M)

78468R200

Shares:9.4K

Value:$288.3K

% of Portfolio:0.1% ($288.3K/$251.3M)

CHEVRON CORP

CVX|166764100

Shares:1.7K

Value:$281.5K

% of Portfolio:0.1% ($281.5K/$251.3M)

Zoetis Inc.

ZTS|98978V103

Shares:1.5K

Value:$246.3K

% of Portfolio:0.1% ($246.3K/$251.3M)

SERVICE CORP INTERNATIONAL

SCI|817565104

Shares:3.0K

Value:$239.1K

% of Portfolio:0.1% ($239.1K/$251.3M)

81369Y860

Shares:5.5K

Value:$230.3K

% of Portfolio:0.1% ($230.3K/$251.3M)

HUMANA INC

HUM|444859102

Shares:865

Value:$228.9K

% of Portfolio:0.1% ($228.9K/$251.3M)

81369Y308

Shares:2.8K

Value:$228.0K

% of Portfolio:0.1% ($228.0K/$251.3M)

WYNN RESORTS LTD

WYNN|983134107

Shares:2.5K

Value:$208.8K

% of Portfolio:0.1% ($208.8K/$251.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BLACKBERRY Ltd(BBcusip09228F103)	142.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$536.1K	0.2% ($536.1K/$251.3M)	QoQ -0.26% (-$1.4K) YoY +36.59% (+$143.6K)
(IWFcusip464287614)	1.5K	QoQ 0.00% (-0) YoY -4.85% (-75)	All Managers (Combined)	$531.2K	0.2% ($531.2K/$251.3M)	QoQ -10.08% (-$59.6K) YoY +1.93% (-$10.1K)
WELLTOWER INC.(WELLcusip95040Q104)	3.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$497.9K	0.2% ($497.9K/$251.3M)	QoQ +21.56% (+$88.3K) YoY +63.96% (+$194.3K)
AMGEN INC(AMGNcusip031162100)	1.5K	QoQ 0.00% (+0) YoY -30.23% (-650)	All Managers (Combined)	$467.3K	0.2% ($467.3K/$251.3M)	QoQ +19.53% (+$76.4K) YoY -23.55% (-$144.0K)
(cusip464288224)✕	39.3K	QoQ +6.49% (+2.4K) YoY +16.94% (-5.7K)	All Managers (Combined)	$448.3K	0.2% ($448.3K/$251.3M)	QoQ +6.86% (+$28.8K) YoY -4.47% (-$21.0K)
DOMINION ENERGY, INC(Dcusip25746U109)	7.7K	QoQ 0.00% (+0) YoY -0.10% (-8)	All Managers (Combined)	$431.7K	0.2% ($431.7K/$251.3M)	QoQ +4.10% (+$17.0K) YoY +13.86% (-$52.6K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	10.2K	QoQ -10.57% (-1.2K) YoY -36.76% (-5.9K)	All Managers (Combined)	$423.6K	0.2% ($423.6K/$251.3M)	QoQ -15.08% (-$75.3K) YoY -30.40% (-$185.1K)
Alphabet Inc.(GOOGcusip02079K107)	2.2K	QoQ -1.78% (-40) YoY -30.25% (-956)	All Managers (Combined)	$344.3K	0.1% ($344.3K/$251.3M)	QoQ -19.42% (-$83.0K) YoY -28.43% (-$136.8K)
(VTIcusip922908769)	1.2K	QoQ -14.28% (-200) YoY -28.22% (-472)	All Managers (Combined)	$329.8K	0.1% ($329.8K/$251.3M)	QoQ -18.71% (-$75.9K) YoY -24.10% (-$104.7K)
(IWDcusip464287598)	1.5K	QoQ 0.00% (+0) YoY +5.08% (+75)	All Managers (Combined)	$291.5K	0.1% ($291.5K/$251.3M)	QoQ +1.63% (+$4.7K) YoY +10.39% (+$27.5K)
(cusip78468R200)✕	9.4K	QoQ -3.15% (-305) YoY -4.00% (-390)	All Managers (Combined)	$288.3K	0.1% ($288.3K/$251.3M)	QoQ -2.87% (-$8.5K) YoY -4.03% (-$12.1K)
CHEVRON CORP(CVXcusip166764100)	1.7K	QoQ 0.00% (+0) YoY NEW(+1.7K)	All Managers (Combined)	$281.5K	0.1% ($281.5K/$251.3M)	QoQ +15.49% (+$37.8K) YoY NEW(+$281.5K)
Zoetis Inc.(ZTScusip98978V103)	1.5K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$246.3K	0.1% ($246.3K/$251.3M)	QoQ +1.05% (+$2.6K) YoY -2.69% (-$6.8K)
SERVICE CORP INTERNATIONAL(SCIcusip817565104)	3.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$239.1K	0.1% ($239.1K/$251.3M)	QoQ +0.47% (+$1.1K) YoY +8.07% (+$17.9K)
(cusip81369Y860)✕	5.5K	QoQ 0.00% (+0) YoY +4.04% (+214)	All Managers (Combined)	$230.3K	0.1% ($230.3K/$251.3M)	QoQ +2.90% (+$6.5K) YoY +10.15% (+$21.2K)
HUMANA INC(HUMcusip444859102)	865	QoQ +6.13% (+50) YoY NEW(+865)	All Managers (Combined)	$228.9K	0.1% ($228.9K/$251.3M)	QoQ +10.67% (+$22.1K) YoY NEW(+$228.9K)
(cusip81369Y308)✕	2.8K	QoQ +3.71% (+100) YoY NEW(+2.8K)	All Managers (Combined)	$228.0K	0.1% ($228.0K/$251.3M)	QoQ +7.75% (+$16.4K) YoY NEW(+$228.0K)
WYNN RESORTS LTD(WYNNcusip983134107)	2.5K	QoQ 0.00% (-0) YoY -57.98% (-3.5K)	All Managers (Combined)	$208.8K	0.1% ($208.8K/$251.3M)	QoQ -3.08% (-$6.7K) YoY -65.68% (-$399.5K)