Beech Hill Advisors
Latest statistics and disclosures from Point Windward Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BX, AMZN, AAPL, GOOGL, META, and represent 15.07% of Point Windward Advisors's stock portfolio.
- Added to shares of these 10 stocks: COST, QCOM, NOW, XOM, TJX, WMT, SPCX, BX, NFLX, FDXF.
- Started 6 new stock positions in NOW, QCOM, ED, XOM, SPCX, FDXF.
- Reduced shares in these 10 stocks: D, XLK, EXPE, AAPL, AMD, LMT, BNY, KO, SNOW, .
- Sold out of its positions in BNY, Exxon Mobil Corporation, LMT, WYNN.
- Point Windward Advisors was a net seller of stock by $-4.4M.
- Point Windward Advisors has $220M in assets under management (AUM), dropping by -2.55%.
- Central Index Key (CIK): 0001356202
Tip: Access up to 7 years of quarterly data
Positions held by Beech Hill Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Point Windward Advisors
Point Windward Advisors holds 99 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Blackstone Group Inc Com Cl A (BX) | 3.4 | $7.5M | +3% | 67k | 112.09 |
|
| Amazon (AMZN) | 3.1 | $6.7M | -2% | 27k | 249.15 |
|
| Apple (AAPL) | 3.0 | $6.5M | -15% | 20k | 333.02 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $6.5M | -2% | 19k | 344.08 |
|
| Meta Platforms Cl A (META) | 2.7 | $5.9M | 8.2k | 725.18 |
|
|
| Microsoft Corporation (MSFT) | 2.7 | $5.9M | 12k | 512.88 |
|
|
| Abbvie (ABBV) | 2.7 | $5.9M | -2% | 22k | 261.59 |
|
| Applied Materials (AMAT) | 2.6 | $5.7M | -6% | 11k | 511.36 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 2.4 | $5.2M | -20% | 27k | 195.75 |
|
| Advanced Micro Devices (AMD) | 2.4 | $5.2M | -16% | 8.5k | 611.76 |
|
| Merck & Co (MRK) | 2.2 | $4.8M | -2% | 33k | 145.31 |
|
| Broadcom (AVGO) | 2.1 | $4.7M | -4% | 13k | 351.20 |
|
| UnitedHealth (UNH) | 2.1 | $4.6M | 13k | 367.08 |
|
|
| Eaton Corp SHS (ETN) | 1.9 | $4.2M | 9.8k | 429.70 |
|
|
| Micron Technology (MU) | 1.9 | $4.2M | -2% | 3.9k | 1065.11 |
|
| NVIDIA Corporation (NVDA) | 1.9 | $4.1M | 18k | 228.38 |
|
|
| Freeport Mcmoran CL B (FCX) | 1.7 | $3.8M | 55k | 70.00 |
|
|
| Uber Technologies (UBER) | 1.7 | $3.8M | +2% | 56k | 68.51 |
|
| salesforce (CRM) | 1.6 | $3.6M | 16k | 229.57 |
|
|
| Nextera Energy (NEE) | 1.5 | $3.4M | +4% | 45k | 75.74 |
|
| Visa Com Cl A (V) | 1.5 | $3.4M | -2% | 9.4k | 359.31 |
|
| TJX Companies (TJX) | 1.5 | $3.3M | +11% | 25k | 132.31 |
|
| Digital Realty Trust (DLR) | 1.5 | $3.3M | -3% | 19k | 175.53 |
|
| Walt Disney Company (DIS) | 1.5 | $3.2M | 31k | 104.90 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.5 | $3.2M | -4% | 9.7k | 330.84 |
|
| Snowflake Com Shs (SNOW) | 1.4 | $3.1M | -11% | 9.1k | 339.56 |
|
| Johnson & Johnson (JNJ) | 1.4 | $3.0M | -5% | 11k | 264.74 |
|
| Netflix (NFLX) | 1.3 | $2.9M | +8% | 42k | 69.58 |
|
| Medtronic SHS (MDT) | 1.3 | $2.8M | 33k | 86.29 |
|
|
| Costco Wholesale Corporation (COST) | 1.3 | $2.8M | +400% | 3.0k | 910.34 |
|
| Expedia Group Com New (EXPE) | 1.3 | $2.8M | -31% | 11k | 263.36 |
|
| Home Depot (HD) | 1.2 | $2.7M | +4% | 9.6k | 284.50 |
|
| Oracle Corporation (ORCL) | 1.2 | $2.7M | +5% | 20k | 137.30 |
|
| International Business Machines (IBM) | 1.2 | $2.7M | 12k | 219.93 |
|
|
| Boeing Company (BA) | 1.2 | $2.7M | +2% | 14k | 186.05 |
|
| Wal-Mart Stores (WMT) | 1.2 | $2.6M | +14% | 25k | 103.92 |
|
| Coca-Cola Company (KO) | 1.2 | $2.6M | -19% | 30k | 86.08 |
|
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 1.1 | $2.5M | +5% | 23k | 108.84 |
|
| Thermo Fisher Scientific (TMO) | 1.1 | $2.5M | -6% | 3.7k | 675.05 |
|
| First Solar (FSLR) | 1.1 | $2.4M | +7% | 14k | 175.16 |
|
| Caterpillar (CAT) | 1.1 | $2.4M | -2% | 2.9k | 810.79 |
|
| Boeing Dep Conv Pfd A (BA.PA) | 1.0 | $2.3M | 38k | 59.16 |
|
|
| Procter & Gamble Company (PG) | 1.0 | $2.1M | 15k | 145.28 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.0 | $2.1M | 2.8k | 762.74 |
|
|
| Pfizer (PFE) | 0.9 | $2.0M | 69k | 28.52 |
|
|
| Vici Pptys (VICI) | 0.9 | $1.9M | +9% | 83k | 22.97 |
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.8 | $1.9M | -17% | 17k | 110.97 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.8 | $1.8M | +4% | 3.3k | 546.17 |
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.8 | $1.8M | 11k | 168.42 |
|
|
| McDonald's Corporation (MCD) | 0.8 | $1.7M | +5% | 7.2k | 230.95 |
|
| Take-Two Interactive Software (TTWO) | 0.8 | $1.7M | +8% | 8.0k | 207.50 |
|
| FedEx Corporation (FDX) | 0.7 | $1.5M | 5.3k | 285.09 |
|
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.7 | $1.5M | +2% | 28k | 53.40 |
|
| Lennar Corp Cl A (LEN) | 0.7 | $1.5M | +10% | 18k | 81.59 |
|
| Automatic Data Processing (ADP) | 0.7 | $1.5M | 5.7k | 258.06 |
|
|
| Realty Income (O) | 0.7 | $1.4M | +3% | 27k | 54.30 |
|
| Duke Energy Corp Com New (DUK) | 0.6 | $1.4M | +4% | 13k | 114.01 |
|
| Williams Companies (WMB) | 0.6 | $1.4M | -5% | 21k | 67.97 |
|
| Regeneron Pharmaceuticals (REGN) | 0.6 | $1.4M | +5% | 1.9k | 758.27 |
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.6 | $1.4M | +5% | 8.4k | 166.98 |
|
| Goldman Sachs (GS) | 0.6 | $1.4M | 1.6k | 900.36 |
|
|
| Paypal Holdings (PYPL) | 0.6 | $1.3M | -3% | 25k | 52.53 |
|
| Albemarle Corporation (ALB) | 0.6 | $1.3M | +9% | 12k | 105.78 |
|
| Qualcomm (QCOM) | 0.5 | $1.2M | NEW | 6.5k | 184.04 |
|
| Workday Cl A (WDAY) | 0.5 | $1.2M | -20% | 6.2k | 190.46 |
|
| The Trade Desk Com Cl A (TTD) | 0.5 | $1.1M | +19% | 94k | 12.17 |
|
| Gilead Sciences (GILD) | 0.5 | $1.1M | -4% | 7.6k | 149.05 |
|
| Exelon Corporation (EXC) | 0.5 | $1.1M | +6% | 26k | 40.40 |
|
| Abbott Laboratories (ABT) | 0.5 | $1.1M | 11k | 98.83 |
|
|
| Blackberry (BB) | 0.4 | $992k | 110k | 9.04 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.4 | $945k | -4% | 15k | 65.37 |
|
| Spdr Series Trust St Str Sp Biot (XBI) | 0.4 | $801k | 5.1k | 157.68 |
|
|
| Chubb (CB) | 0.4 | $781k | 2.4k | 325.25 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $776k | 24k | 32.53 |
|
|
| Welltower Inc Com reit (WELL) | 0.3 | $748k | 3.3k | 230.24 |
|
|
| Linde SHS (LIN) | 0.3 | $712k | 1.5k | 474.65 |
|
|
| Public Service Enterprise (PEG) | 0.3 | $688k | +8% | 10k | 67.34 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $669k | 5.3k | 125.26 |
|
|
| Amgen (AMGN) | 0.3 | $658k | 1.6k | 421.51 |
|
|
| United Parcel Svcs CL B (UPS) | 0.3 | $654k | +7% | 7.0k | 93.44 |
|
| Servicenow (NOW) | 0.2 | $540k | NEW | 4.0k | 134.01 |
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.2 | $531k | +5% | 31k | 17.00 |
|
| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.2 | $520k | 6.5k | 80.60 |
|
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.2 | $503k | +3% | 50k | 10.07 |
|
| Exxonmobil Holdings Corp Com Shs (XOM) | 0.2 | $491k | NEW | 3.0k | 162.75 |
|
| Bank of America Corporation (BAC) | 0.2 | $483k | 8.9k | 54.43 |
|
|
| Dominion Resources (D) | 0.2 | $435k | -82% | 7.2k | 60.52 |
|
| Select Sector Spdr Tr St Str Real Etf (XLRE) | 0.2 | $432k | +3% | 11k | 40.91 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $384k | 1.5k | 247.93 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $362k | 4.8k | 75.39 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $355k | +11% | 712.00 | 497.95 |
|
| Chevron Corporation (CVX) | 0.1 | $321k | 1.6k | 204.21 |
|
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.1 | $307k | NEW | 2.0k | 150.86 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.1 | $264k | 2.9k | 89.76 |
|
|
| Humana (HUM) | 0.1 | $254k | 665.00 | 381.60 |
|
|
| Tesla Motors (TSLA) | 0.1 | $238k | 670.00 | 354.81 |
|
|
| Service Corporation International (SCI) | 0.1 | $227k | 3.0k | 76.14 |
|
|
| Fedex Fght Hldg Common Stock (FDXF) | 0.1 | $224k | NEW | 2.1k | 109.38 |
|
| Consolidated Edison (ED) | 0.1 | $215k | NEW | 2.1k | 102.21 |
|
Past Filings by Point Windward Advisors
SEC 13F filings are viewable for Point Windward Advisors going back to 2011
- Point Windward Advisors 2026 Q3 filed Nov. 6, 2026
- Point Windward Advisors 2026 Q2 filed July 30, 2026
- Point Windward Advisors 2026 Q1 filed April 9, 2026
- Beech Hill Advisors 2025 Q4 filed Jan. 14, 2026
- Beech Hill Advisors 2025 Q3 filed Oct. 14, 2025
- Beech Hill Advisors 2025 Q2 filed July 30, 2025
- Beech Hill Advisors 2025 Q1 filed April 23, 2025
- Beech Hill Advisors 2024 Q4 filed Jan. 15, 2025
- Beech Hill Advisors 2024 Q3 filed Oct. 16, 2024
- Beech Hill Advisors 2024 Q2 filed July 12, 2024
- Beech Hill Advisors 2024 Q1 filed April 12, 2024
- Beech Hill Advisors 2023 Q4 filed Jan. 10, 2024
- Beech Hill Advisors 2023 Q3 filed Oct. 11, 2023
- Beech Hill Advisors 2023 Q2 filed July 11, 2023
- Beech Hill Advisors 2023 Q1 filed April 14, 2023
- Beech Hill Advisors 2022 Q4 filed Jan. 18, 2023