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Beecher Investors 13F Portfolio

Portfolio Manager
Beecher Investors Inc
Performance
0% (N/A)
AUM (13F)
$60.88K
# of Holdings
12
Performance Rank
N/A
Allocation (Top 20)
N/A
Latest filing
Q3 2022

Beecher Investors Inc Holdings Map

Top 12 Beecher Investors Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BRKB
Berkshire Hathaway Class B
37.89%86.4K$23Kโ€”โ€”โ€”2022-09-30
AAPL
Apple Inc
14.53%64.0K$9Kโ€”โ€”โ€”2022-09-30
MSFT
Microsoft Corp
9.64%25.2K$6Kโ€”โ€”โ€”2022-09-30
UNH
UnitedHealth Group Inc.
9.1%11.0K$6Kโ€”โ€”โ€”2022-09-30
STZ
Constellation Brand Class A
5.72%15.2K$3Kโ€”โ€”โ€”2022-09-30
WMT
Walmart Inc
5.08%23.8K$3Kโ€”โ€”โ€”2022-09-30
IMO
Imperial Oil LTD
4.27%60.1K$3Kโ€”โ€”โ€”2022-09-30
XOM
Exxon Mobil Corp
4.25%29.6K$3Kโ€”โ€”โ€”2022-09-30
GOOGL
Alphabet Inc. Class A
4.12%26.2K$3Kโ€”โ€”โ€”2022-09-30
GOOG
Alphabet Inc. Class C
2.85%18.1K$2Kโ€”โ€”โ€”2022-09-30

About Beecher Investors Incโ€™s portfolio

Beecher Investors Inc reports $60.88K in US-listed equity holdings across 12 positions in its most recent 13F filing. Its largest disclosed positions are BRKB (37.9%), AAPL (14.5%) and MSFT (9.6%). Figures reflect the Q3 2022 filing.

Portfolio concentration

Portfolio concentration
BRKB โ€” 37.9% ($23.1K)AAPL โ€” 14.5% ($8.8K)MSFT โ€” 9.6% ($5.9K)UNH โ€” 9.1% ($5.5K)STZ โ€” 5.7% ($3.5K)WMT โ€” 5.1% ($3.1K)IMO โ€” 4.3% ($2.6K)XOM โ€” 4.3% ($2.6K)GOOGL โ€” 4.1% ($2.5K)GOOG โ€” 2.9% ($1.7K)Other โ€” 2.6% ($1.6K)
97%in top 10
  • BRKB37.9%
  • AAPL14.5%
  • MSFT9.6%
  • UNH9.1%
  • STZ5.7%
  • WMT5.1%
  • IMO4.3%
  • XOM4.3%
  • GOOGL4.1%
  • GOOG2.9%
  • Other2.6%

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Source filings

Holdings on this page are parsed from Beecher Investors Incโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1281649). View Beecher Investors Incโ€™s 13F filings on SEC

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