Beech Hill Advisors
Latest statistics and disclosures from Point Windward Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMAT, BX, GOOGL, AAPL, AMZN, and represent 16.12% of Point Windward Advisors's stock portfolio.
- Added to shares of these 10 stocks: SNOW, REGN, PEG, LMT, TTD, BNY, IWF, BX, UPS, CRM.
- Started 5 new stock positions in REGN, LMT, BNY, HUM, PEG.
- Reduced shares in these 10 stocks: MU (-$5.1M), AMD, QCOM, GEHC, FSLR, AMAT, AVGO, HHH, AMZN, GOOGL.
- Sold out of its positions in HHH, QCOM.
- Point Windward Advisors was a net seller of stock by $-3.2M.
- Point Windward Advisors has $226M in assets under management (AUM), dropping by 13.28%.
- Central Index Key (CIK): 0001356202
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Portfolio Holdings for Point Windward Advisors
Point Windward Advisors holds 97 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Applied Materials (AMAT) | 3.8 | $8.6M | -5% | 12k | 722.99 |
|
| Blackstone Group Inc Com Cl A (BX) | 3.4 | $7.6M | +5% | 65k | 117.67 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $6.9M | -3% | 19k | 357.37 |
|
| Apple (AAPL) | 3.0 | $6.7M | -2% | 23k | 289.36 |
|
| Amazon (AMZN) | 2.9 | $6.6M | -3% | 28k | 238.34 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 2.8 | $6.4M | 34k | 190.52 |
|
|
| Advanced Micro Devices (AMD) | 2.6 | $5.9M | -16% | 10k | 580.91 |
|
| Abbvie (ABBV) | 2.5 | $5.8M | 23k | 251.64 |
|
|
| UnitedHealth (UNH) | 2.3 | $5.3M | 13k | 415.64 |
|
|
| Broadcom (AVGO) | 2.3 | $5.3M | -6% | 14k | 377.76 |
|
| Micron Technology (MU) | 2.1 | $4.7M | -52% | 4.0k | 1154.29 |
|
| Meta Platforms Cl A (META) | 2.1 | $4.6M | 8.3k | 563.29 |
|
|
| Merck & Co (MRK) | 1.9 | $4.4M | 34k | 128.50 |
|
|
| Microsoft Corporation (MSFT) | 1.9 | $4.3M | 12k | 373.03 |
|
|
| Eaton Corp SHS (ETN) | 1.9 | $4.2M | 9.9k | 426.11 |
|
|
| Uber Technologies (UBER) | 1.7 | $3.9M | 54k | 72.16 |
|
|
| Expedia Group Com New (EXPE) | 1.7 | $3.9M | 15k | 255.88 |
|
|
| Nextera Energy (NEE) | 1.7 | $3.8M | 43k | 87.77 |
|
|
| NVIDIA Corporation (NVDA) | 1.6 | $3.7M | 18k | 200.09 |
|
|
| Digital Realty Trust (DLR) | 1.5 | $3.5M | -5% | 19k | 179.58 |
|
| Freeport Mcmoran CL B (FCX) | 1.5 | $3.5M | -2% | 55k | 62.89 |
|
| International Business Machines (IBM) | 1.5 | $3.4M | +4% | 12k | 281.21 |
|
| TJX Companies (TJX) | 1.5 | $3.4M | 22k | 151.50 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.5 | $3.3M | -4% | 10k | 327.34 |
|
| Visa Com Cl A (V) | 1.5 | $3.3M | 9.6k | 343.07 |
|
|
| Home Depot (HD) | 1.4 | $3.3M | +5% | 9.2k | 352.69 |
|
| Caterpillar (CAT) | 1.4 | $3.2M | 3.0k | 1064.90 |
|
|
| Johnson & Johnson (JNJ) | 1.3 | $3.0M | 12k | 253.97 |
|
|
| Boeing Company (BA) | 1.3 | $3.0M | +2% | 14k | 216.47 |
|
| First Solar (FSLR) | 1.3 | $3.0M | -20% | 13k | 235.96 |
|
| Coca-Cola Company (KO) | 1.3 | $3.0M | 37k | 81.27 |
|
|
| Walt Disney Company (DIS) | 1.3 | $2.9M | 30k | 96.25 |
|
|
| Netflix (NFLX) | 1.2 | $2.8M | +3% | 39k | 71.40 |
|
| Oracle Corporation (ORCL) | 1.2 | $2.8M | 19k | 146.55 |
|
|
| Dominion Resources (D) | 1.2 | $2.8M | 40k | 68.29 |
|
|
| Snowflake Com Shs (SNOW) | 1.2 | $2.6M | +251% | 10k | 254.50 |
|
| Medtronic SHS (MDT) | 1.1 | $2.6M | 33k | 78.23 |
|
|
| Boeing Dep Conv Pfd A (BA.PA) | 1.1 | $2.6M | -3% | 38k | 67.30 |
|
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 1.1 | $2.5M | +3% | 22k | 117.28 |
|
| Wal-Mart Stores (WMT) | 1.1 | $2.5M | 22k | 113.26 |
|
|
| salesforce (CRM) | 1.1 | $2.4M | +12% | 15k | 156.66 |
|
| Procter & Gamble Company (PG) | 1.0 | $2.2M | 15k | 146.64 |
|
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 1.0 | $2.2M | +5% | 20k | 107.13 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.9 | $2.1M | +13% | 2.8k | 746.88 |
|
| Vici Pptys (VICI) | 0.9 | $2.0M | 75k | 26.55 |
|
|
| Thermo Fisher Scientific (TMO) | 0.9 | $2.0M | 3.9k | 501.36 |
|
|
| Take-Two Interactive Software (TTWO) | 0.8 | $1.9M | 7.4k | 249.98 |
|
|
| McDonald's Corporation (MCD) | 0.8 | $1.9M | +11% | 6.9k | 270.33 |
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.7 | $1.7M | +3% | 11k | 158.66 |
|
| Pfizer (PFE) | 0.7 | $1.7M | 70k | 24.08 |
|
|
| FedEx Corporation (FDX) | 0.7 | $1.7M | 5.3k | 313.13 |
|
|
| Williams Companies (WMB) | 0.7 | $1.7M | -6% | 22k | 74.34 |
|
| Realty Income (O) | 0.7 | $1.6M | 26k | 61.96 |
|
|
| Goldman Sachs (GS) | 0.7 | $1.6M | 1.6k | 1011.37 |
|
|
| Duke Energy Corp Com New (DUK) | 0.7 | $1.5M | +3% | 12k | 126.58 |
|
| Lennar Corp Cl A (LEN) | 0.7 | $1.5M | +7% | 17k | 90.49 |
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.7 | $1.5M | 8.0k | 185.23 |
|
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.6 | $1.5M | +3% | 27k | 53.61 |
|
| Albemarle Corporation (ALB) | 0.6 | $1.5M | 11k | 135.03 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.6 | $1.4M | 3.2k | 450.98 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.6 | $1.4M | +92% | 79k | 18.08 |
|
| Blackberry (BB) | 0.6 | $1.4M | -5% | 110k | 12.65 |
|
| Automatic Data Processing (ADP) | 0.6 | $1.3M | -12% | 5.7k | 223.95 |
|
| Exelon Corporation (EXC) | 0.5 | $1.1M | 25k | 46.62 |
|
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| Paypal Holdings (PYPL) | 0.5 | $1.1M | -2% | 26k | 43.18 |
|
| Regeneron Pharmaceuticals (REGN) | 0.5 | $1.1M | NEW | 1.8k | 623.54 |
|
| Gilead Sciences (GILD) | 0.4 | $1.0M | -4% | 8.0k | 126.34 |
|
| Abbott Laboratories (ABT) | 0.4 | $976k | 11k | 90.74 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.4 | $964k | -54% | 15k | 64.01 |
|
| Workday Cl A (WDAY) | 0.4 | $955k | 7.8k | 122.42 |
|
|
| Chubb (CB) | 0.4 | $818k | 2.4k | 340.74 |
|
|
| Spdr Series Trust St Str Sp Biot (XBI) | 0.4 | $812k | 5.1k | 158.25 |
|
|
| Linde SHS (LIN) | 0.3 | $778k | 1.5k | 518.94 |
|
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| Public Service Enterprise (PEG) | 0.3 | $764k | NEW | 9.4k | 81.16 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $752k | +17% | 24k | 31.71 |
|
| Welltower Inc Com reit (WELL) | 0.3 | $738k | 3.3k | 226.97 |
|
|
| United Parcel Svcs CL B (UPS) | 0.3 | $699k | +116% | 6.5k | 107.50 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $695k | NEW | 1.4k | 509.46 |
|
| Bank of New York Mellon Corporation (BNY) | 0.3 | $677k | NEW | 4.7k | 144.61 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $664k | +300% | 5.3k | 124.17 |
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.3 | $604k | 30k | 20.49 |
|
|
| Costco Wholesale Corporation (COST) | 0.3 | $567k | -7% | 606.00 | 935.47 |
|
| Amgen (AMGN) | 0.2 | $565k | -4% | 1.6k | 362.12 |
|
| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.2 | $527k | +3% | 6.3k | 83.07 |
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.2 | $522k | -2% | 48k | 10.84 |
|
| Bank of America Corporation (BAC) | 0.2 | $506k | 8.9k | 56.98 |
|
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| Select Sector Spdr Tr St Str Real Etf (XLRE) | 0.2 | $448k | 10k | 44.03 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $412k | 3.0k | 136.72 |
|
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $376k | 1.5k | 242.43 |
|
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| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $359k | +9% | 4.7k | 75.79 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $319k | -14% | 637.00 | 500.39 |
|
| Tesla Motors (TSLA) | 0.1 | $282k | 670.00 | 420.60 |
|
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| Humana (HUM) | 0.1 | $264k | NEW | 665.00 | 397.28 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.1 | $263k | +14% | 3.0k | 87.88 |
|
| Chevron Corporation (CVX) | 0.1 | $260k | +10% | 1.6k | 165.76 |
|
| Wynn Resorts (WYNN) | 0.1 | $243k | 2.5k | 97.09 |
|
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| Service Corporation International (SCI) | 0.1 | $227k | 3.0k | 75.95 |
|
Past Filings by Point Windward Advisors
SEC 13F filings are viewable for Point Windward Advisors going back to 2011
- 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
- Beech Hill Advisors 2022 Q3 filed Oct. 12, 2022