Beech Hill Advisors
Latest statistics and disclosures from Point Windward Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BX, AAPL, AMZN, GOOGL, ABBV, and represent 14.92% of Point Windward Advisors's stock portfolio.
- Added to shares of these 10 stocks: BX, SPY, NFLX, V, UNH, XLK, CRM, SNOW, WDAY, TTD.
- Started 1 new stock position in SNOW.
- Reduced shares in these 10 stocks: AMAT, QCOM, GOOGL, CLF, ALB, JNJ, AVGO, MU, HUM, TJX.
- Sold out of its positions in CLF, HUM.
- Point Windward Advisors was a net buyer of stock by $488k.
- Point Windward Advisors has $200M in assets under management (AUM), dropping by -4.45%.
- Central Index Key (CIK): 0001356202
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Portfolio Holdings for Point Windward Advisors
Point Windward Advisors holds 94 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Blackstone Group Inc Com Cl A (BX) | 3.5 | $7.1M | +102% | 61k | 114.99 |
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| Apple (AAPL) | 3.0 | $6.0M | 24k | 253.79 |
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| Amazon (AMZN) | 3.0 | $6.0M | 29k | 208.27 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $5.7M | -16% | 20k | 287.56 |
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| Abbvie (ABBV) | 2.5 | $5.0M | -3% | 23k | 217.49 |
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| Meta Platforms Cl A (META) | 2.4 | $4.8M | 8.3k | 572.13 |
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| Broadcom (AVGO) | 2.3 | $4.6M | -8% | 15k | 309.52 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 2.2 | $4.5M | +14% | 34k | 132.90 |
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| Applied Materials (AMAT) | 2.1 | $4.3M | -33% | 13k | 341.79 |
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| Microsoft Corporation (MSFT) | 2.1 | $4.2M | +6% | 11k | 370.18 |
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| Merck & Co (MRK) | 2.0 | $4.1M | 34k | 120.29 |
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| Uber Technologies (UBER) | 2.0 | $3.9M | 55k | 71.93 |
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| Nextera Energy (NEE) | 2.0 | $3.9M | +4% | 42k | 92.88 |
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| Digital Realty Trust (DLR) | 1.8 | $3.7M | 20k | 180.21 |
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| Netflix (NFLX) | 1.8 | $3.6M | +23% | 38k | 96.15 |
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| Eaton Corp SHS (ETN) | 1.8 | $3.6M | -2% | 10k | 357.67 |
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| Expedia Group Com New (EXPE) | 1.8 | $3.6M | -4% | 16k | 230.89 |
|
| TJX Companies (TJX) | 1.8 | $3.6M | -6% | 22k | 159.70 |
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| UnitedHealth (UNH) | 1.7 | $3.4M | +20% | 13k | 270.59 |
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| Freeport Mcmoran CL B (FCX) | 1.7 | $3.3M | 57k | 58.78 |
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| NVIDIA Corporation (NVDA) | 1.6 | $3.2M | 19k | 174.40 |
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| First Solar (FSLR) | 1.6 | $3.2M | -2% | 16k | 197.26 |
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| JPMorgan Chase & Co. (JPM) | 1.6 | $3.1M | 11k | 294.17 |
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| Walt Disney Company (DIS) | 1.5 | $2.9M | +2% | 31k | 96.38 |
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| Johnson & Johnson (JNJ) | 1.5 | $2.9M | -14% | 12k | 244.44 |
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| Medtronic SHS (MDT) | 1.5 | $2.9M | 34k | 86.65 |
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| Visa Com Cl A (V) | 1.5 | $2.9M | +26% | 9.6k | 302.23 |
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| Home Depot (HD) | 1.4 | $2.9M | 8.7k | 328.90 |
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| Micron Technology (MU) | 1.4 | $2.9M | -12% | 8.5k | 337.84 |
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| Coca-Cola Company (KO) | 1.4 | $2.8M | -6% | 37k | 76.05 |
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| International Business Machines (IBM) | 1.4 | $2.8M | 12k | 242.39 |
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| Oracle Corporation (ORCL) | 1.4 | $2.8M | +6% | 19k | 147.11 |
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| Boeing Company (BA) | 1.4 | $2.7M | 14k | 199.03 |
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| Wal-Mart Stores (WMT) | 1.4 | $2.7M | -4% | 22k | 124.28 |
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| Boeing Dep Conv Pfd A (BA.PA) | 1.3 | $2.6M | -5% | 39k | 64.88 |
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| salesforce (CRM) | 1.3 | $2.6M | +24% | 14k | 186.67 |
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| Advanced Micro Devices (AMD) | 1.3 | $2.5M | 12k | 203.43 |
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| Dominion Resources (D) | 1.2 | $2.5M | 40k | 61.82 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 1.2 | $2.4M | +2% | 33k | 71.18 |
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| Select Sector Spdr Tr State Street Con (XLY) | 1.1 | $2.3M | 21k | 108.98 |
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| Procter & Gamble Company (PG) | 1.1 | $2.1M | +4% | 15k | 144.44 |
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| Select Sector Spdr Tr State Street Com (XLC) | 1.1 | $2.1M | +11% | 19k | 110.86 |
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| Caterpillar (CAT) | 1.1 | $2.1M | -7% | 3.0k | 708.46 |
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| Vici Pptys (VICI) | 1.0 | $2.1M | +2% | 76k | 27.32 |
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| Pfizer (PFE) | 1.0 | $1.9M | -2% | 69k | 28.08 |
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| Thermo Fisher Scientific (TMO) | 1.0 | $1.9M | +14% | 4.0k | 491.53 |
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| McDonald's Corporation (MCD) | 1.0 | $1.9M | 6.2k | 310.81 |
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| Albemarle Corporation (ALB) | 1.0 | $1.9M | -23% | 11k | 179.53 |
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| FedEx Corporation (FDX) | 1.0 | $1.9M | -2% | 5.3k | 356.18 |
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| Williams Companies (WMB) | 0.9 | $1.7M | -8% | 24k | 72.78 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.8 | $1.7M | 3.2k | 522.71 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.8 | $1.6M | +118% | 2.4k | 650.34 |
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| Realty Income (O) | 0.8 | $1.6M | +8% | 26k | 61.18 |
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| Duke Energy Corp Com New (DUK) | 0.8 | $1.5M | +2% | 12k | 130.94 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.8 | $1.5M | 10k | 146.61 |
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| Take-Two Interactive Software (TTWO) | 0.7 | $1.5M | +9% | 7.3k | 197.50 |
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| Lennar Corp Cl A (LEN) | 0.7 | $1.3M | +22% | 15k | 86.84 |
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| Automatic Data Processing (ADP) | 0.7 | $1.3M | -12% | 6.6k | 203.18 |
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| Goldman Sachs (GS) | 0.7 | $1.3M | -6% | 1.6k | 845.99 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.7 | $1.3M | +2% | 26k | 49.37 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.6 | $1.3M | 8.0k | 161.73 |
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| Paypal Holdings (PYPL) | 0.6 | $1.2M | +2% | 27k | 45.23 |
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| Exelon Corporation (EXC) | 0.6 | $1.2M | -2% | 24k | 49.02 |
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| Gilead Sciences (GILD) | 0.6 | $1.2M | -11% | 8.4k | 139.37 |
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| Qualcomm (QCOM) | 0.6 | $1.2M | -57% | 9.0k | 128.78 |
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| Abbott Laboratories (ABT) | 0.6 | $1.1M | 11k | 102.67 |
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| Workday Cl A (WDAY) | 0.5 | $1.0M | +71% | 7.7k | 129.92 |
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| The Trade Desk Com Cl A (TTD) | 0.5 | $925k | +71% | 41k | 22.69 |
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| Chubb (CB) | 0.4 | $782k | -19% | 2.4k | 325.93 |
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| Linde SHS (LIN) | 0.4 | $744k | 1.5k | 495.76 |
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| Spdr Series Trust State Street Spd (XBI) | 0.3 | $659k | -4% | 5.2k | 127.73 |
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| Costco Wholesale Corporation (COST) | 0.3 | $653k | 655.00 | 996.43 |
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| Welltower Inc Com reit (WELL) | 0.3 | $643k | 3.3k | 197.71 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $620k | 20k | 30.68 |
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| Amgen (AMGN) | 0.3 | $572k | -5% | 1.6k | 351.85 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $570k | 1.3k | 426.40 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.3 | $541k | -2% | 30k | 18.29 |
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| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.3 | $536k | +10% | 49k | 10.88 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $512k | -26% | 3.0k | 169.66 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.3 | $503k | +4% | 6.1k | 81.98 |
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| Snowflake Com Shs (SNOW) | 0.2 | $445k | NEW | 3.0k | 150.82 |
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| Bank of America Corporation (BAC) | 0.2 | $433k | 8.9k | 48.75 |
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| Select Sector Spdr Tr State Street Rea (XLRE) | 0.2 | $419k | +6% | 10k | 40.83 |
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| Blackberry (BB) | 0.2 | $375k | 116k | 3.24 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $358k | -3% | 747.00 | 479.20 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $331k | 1.5k | 213.67 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $304k | +19% | 4.3k | 70.18 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $295k | +25% | 3.0k | 98.39 |
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| Chevron Corporation (CVX) | 0.1 | $294k | 1.4k | 206.90 |
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| Wynn Resorts (WYNN) | 0.1 | $254k | 2.5k | 101.55 |
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| Tesla Motors (TSLA) | 0.1 | $249k | 670.00 | 371.75 |
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| Service Corporation International (SCI) | 0.1 | $246k | 3.0k | 82.50 |
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| Howard Hughes Holdings (HHH) | 0.1 | $242k | 3.8k | 63.26 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $200k | 2.6k | 76.54 |
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Past Filings by Point Windward Advisors
SEC 13F filings are viewable for Point Windward Advisors going back to 2011
- 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
- Beech Hill Advisors 2022 Q2 filed July 11, 2022