Broadcom Remains a Top Holding for Beech Hill Advisors

The investment firm reduced its stake in the semiconductor giant but it still accounts for 2.7% of its portfolio

Apr. 1, 2026 at 7:20am

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Beech Hill Advisors Inc. reduced its holdings in shares of Broadcom Inc. (NASDAQ:AVGO) by 11.3% during the fourth quarter, according to the company's latest SEC filing. Despite the reduction, Broadcom remains the 5th largest position in Beech Hill's portfolio, accounting for 2.7% of its total assets.

Why it matters

Broadcom is a major semiconductor manufacturer and a key player in the technology sector. Institutional investors' holdings in the company provide insight into market sentiment and the stock's performance. Beech Hill's decision to trim its Broadcom stake, while still maintaining it as a top holding, suggests the firm sees ongoing value in the company despite recent market volatility.

The details

According to the SEC filing, Beech Hill Advisors owned 16,313 shares of Broadcom stock as of the end of the fourth quarter, down from 18,394 shares held at the end of the prior quarter. The reduction in shares equates to an 11.3% decrease in the firm's Broadcom position. However, Broadcom remains Beech Hill's 5th largest holding, comprising 2.7% of the firm's total portfolio value of approximately $5.65 million.

  • Beech Hill Advisors filed its latest 13F report with the SEC on March 31, 2026, disclosing its Q4 2025 holdings.
  • The firm reduced its Broadcom stake during the fourth quarter of 2025.

The players

Beech Hill Advisors Inc.

An institutional investment firm that manages a portfolio of stocks, bonds, and other securities on behalf of its clients.

Broadcom Inc.

A global semiconductor and infrastructure software company that designs, develops, and supplies a broad range of products for the wired and wireless communications, enterprise and cloud storage, and broadband access markets.

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The takeaway

Broadcom's continued presence as a top holding for Beech Hill Advisors suggests the firm sees long-term value in the semiconductor company, despite recent market volatility. The reduction in Beech Hill's stake indicates the firm may be rebalancing its portfolio, but Broadcom remains an important part of the firm's investment strategy.