Beech Hill Advisors

Point Windward Advisors as of June 30, 2026

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 12k 722.99
Blackstone Group Inc Com Cl A (BX) 3.4 $7.6M 65k 117.67
Alphabet Cap Stk Cl A (GOOGL) 3.1 $6.9M 19k 357.37
Apple (AAPL) 3.0 $6.7M 23k 289.36
Amazon (AMZN) 2.9 $6.6M 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 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 14k 377.76
Micron Technology (MU) 2.1 $4.7M 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 19k 179.58
Freeport Mcmoran CL B (FCX) 1.5 $3.5M 55k 62.89
International Business Machines (IBM) 1.5 $3.4M 12k 281.21
TJX Companies (TJX) 1.5 $3.4M 22k 151.50
JPMorgan Chase & Co. (JPM) 1.5 $3.3M 10k 327.34
Visa Com Cl A (V) 1.5 $3.3M 9.6k 343.07
Home Depot (HD) 1.4 $3.3M 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 14k 216.47
First Solar (FSLR) 1.3 $3.0M 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 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 10k 254.50
Medtronic SHS (MDT) 1.1 $2.6M 33k 78.23
Boeing Dep Conv Pfd A (BA.PA) 1.1 $2.6M 38k 67.30
Select Sector Spdr Tr St Str Discr Etf (XLY) 1.1 $2.5M 22k 117.28
Wal-Mart Stores (WMT) 1.1 $2.5M 22k 113.26
salesforce (CRM) 1.1 $2.4M 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 20k 107.13
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.9 $2.1M 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 6.9k 270.33
Select Sector Spdr Tr St Str Care Etf (XLV) 0.7 $1.7M 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 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 12k 126.58
Lennar Corp Cl A (LEN) 0.7 $1.5M 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 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 79k 18.08
Blackberry (BB) 0.6 $1.4M 110k 12.65
Automatic Data Processing (ADP) 0.6 $1.3M 5.7k 223.95
Exelon Corporation (EXC) 0.5 $1.1M 25k 46.62
Paypal Holdings (PYPL) 0.5 $1.1M 26k 43.18
Regeneron Pharmaceuticals (REGN) 0.5 $1.1M 1.8k 623.54
Gilead Sciences (GILD) 0.4 $1.0M 8.0k 126.34
Abbott Laboratories (ABT) 0.4 $976k 11k 90.74
Ge Healthcare Technologies I Common Stock (GEHC) 0.4 $964k 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
Public Service Enterprise (PEG) 0.3 $764k 9.4k 81.16
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $752k 24k 31.71
Welltower Inc Com reit (WELL) 0.3 $738k 3.3k 226.97
United Parcel Svcs CL B (UPS) 0.3 $699k 6.5k 107.50
Lockheed Martin Corporation (LMT) 0.3 $695k 1.4k 509.46
Bank of New York Mellon Corporation (BNY) 0.3 $677k 4.7k 144.61
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $664k 5.3k 124.17
Ishares Tr Gl Clean Ene Etf (ICLN) 0.3 $604k 30k 20.49
Costco Wholesale Corporation (COST) 0.3 $567k 606.00 935.47
Amgen (AMGN) 0.2 $565k 1.6k 362.12
Select Sector Spdr Tr St Str Stapl Etf (XLP) 0.2 $527k 6.3k 83.07
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.2 $522k 48k 10.84
Bank of America Corporation (BAC) 0.2 $506k 8.9k 56.98
Select Sector Spdr Tr St Str Real Etf (XLRE) 0.2 $448k 10k 44.03
Exxon Mobil Corporation (XOM) 0.2 $412k 3.0k 136.72
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $376k 1.5k 242.43
Ishares Tr Core Div Grwth (DGRO) 0.2 $359k 4.7k 75.79
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $319k 637.00 500.39
Tesla Motors (TSLA) 0.1 $282k 670.00 420.60
Humana (HUM) 0.1 $264k 665.00 397.28
Spdr Series Trust St Str P500etf (SPYM) 0.1 $263k 3.0k 87.88
Chevron Corporation (CVX) 0.1 $260k 1.6k 165.76
Wynn Resorts (WYNN) 0.1 $243k 2.5k 97.09
Service Corporation International (SCI) 0.1 $227k 3.0k 75.95