$241 Million is the total value of Beech Hill Advisors, Inc.'s 87 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NFLX | NETFLIX INC | $4,153,000 | +15.6% | 6,805 | 0.0% | 1.72% | +18.2% | |
| DRI | DARDEN RESTAURANTS INC | $3,030,000 | +3.7% | 20,005 | 0.0% | 1.26% | +6.1% | |
| PG | PROCTER AND GAMBLE CO | $2,750,000 | +3.6% | 19,670 | 0.0% | 1.14% | +5.9% | |
| ILMN | ILLUMINA INC | $1,666,000 | -14.3% | 4,107 | 0.0% | 0.69% | -12.3% | |
| ABT | ABBOTT LABS | $1,376,000 | +1.9% | 11,650 | 0.0% | 0.57% | +4.0% | |
| CHWY | CHEWY INCcl a | $1,303,000 | -14.6% | 19,130 | 0.0% | 0.54% | -12.6% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $1,119,000 | -1.8% | 4,100 | 0.0% | 0.46% | +0.4% | |
| CAT | CATERPILLAR INC | $1,056,000 | -11.8% | 5,500 | 0.0% | 0.44% | -9.9% | |
| CVS | CVS HEALTH CORP | $902,000 | +1.7% | 10,625 | 0.0% | 0.37% | +3.9% | |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $862,000 | +1.9% | 14,155 | 0.0% | 0.36% | +4.1% | |
| X | UNITED STATES STL CORP NEW | $850,000 | -8.5% | 38,700 | 0.0% | 0.35% | -6.4% | |
| GS | GOLDMAN SACHS GROUP INC | $643,000 | -0.3% | 1,700 | 0.0% | 0.27% | +1.9% | |
| CB | CHUBB LIMITED | $625,000 | +9.3% | 3,600 | 0.0% | 0.26% | +11.6% | |
| JPM | JPMORGAN CHASE & CO | $616,000 | +5.3% | 3,762 | 0.0% | 0.26% | +7.6% | |
| GOOG | ALPHABET INCcap stk cl c | $584,000 | +6.4% | 219 | 0.0% | 0.24% | +8.5% | |
| HHC | HOWARD HUGHES CORP | $564,000 | -9.9% | 6,425 | 0.0% | 0.23% | -7.9% | |
| LIN | LINDE PLC | $440,000 | +1.4% | 1,500 | 0.0% | 0.18% | +4.0% | |
| WELL | WELLTOWER INC | $309,000 | -1.0% | 3,750 | 0.0% | 0.13% | +0.8% | |
| ORCL | ORACLE CORP | $305,000 | +12.1% | 3,500 | 0.0% | 0.13% | +15.5% | |
| IWF | ISHARES TRrus 1000 grw etf | $295,000 | +1.0% | 1,076 | 0.0% | 0.12% | +2.5% | |
| UNH | UNITEDHEALTH GROUP INC | $244,000 | -2.4% | 625 | 0.0% | 0.10% | -1.0% | |
| BCAT | BLACKROCK CAP ALLOCATION TR | $202,000 | -7.8% | 10,000 | 0.0% | 0.08% | -5.6% | |
| COTY | COTY INC | $200,000 | -16.0% | 25,500 | 0.0% | 0.08% | -14.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 42 | Q3 2023 | 7.2% |
| META PLATFORMS INC | 42 | Q3 2023 | 5.9% |
| MERCK & CO INC NEW | 42 | Q3 2023 | 4.4% |
| PFIZER INC | 42 | Q3 2023 | 3.9% |
| ABBVIE INC | 42 | Q3 2023 | 3.9% |
| BRISTOL-MYERS SQUIBB CO | 42 | Q3 2023 | 4.6% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 3.8% |
| BOEING CO | 42 | Q3 2023 | 3.4% |
| HOME DEPOT INC | 42 | Q3 2023 | 2.4% |
| FREEPORT-MCMORAN INC | 42 | Q3 2023 | 1.0% |
View Beech Hill Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-11 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-19 |
| 13F-HR | 2022-01-19 |
View Beech Hill Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.