Beecher Investors

Latest statistics and disclosures from Beecher Investors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are BRK.B, AAPL, MSFT, UNH, STZ, and represent 76.88% of Beecher Investors's stock portfolio.
  • Added to shares of these 3 stocks: BRK.B (+$7.2M), GOOGL, GOOG.
  • Reduced shares in these 6 stocks: UNH, STZ, BRK.A, MGA, PZZA, NEM.
  • Sold out of its positions in BRK.A, MGA, NEM, PZZA.
  • Beecher Investors was a net buyer of stock by $8.2M.
  • Beecher Investors has $61M in assets under management (AUM), dropping by 87949.76%.
  • Central Index Key (CIK): 0001281649

Tip: Access up to 7 years of quarterly data

Positions held by Beecher Investors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Beecher Investors

Beecher Investors holds 12 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Class B CLB (BRK.B) 37.9 $23M +45% 86k 267.02
 View chart
Apple (AAPL) 14.5 $8.8M 64k 138.20
 View chart
Microsoft Corporation (MSFT) 9.6 $5.9M 25k 232.89
 View chart
UnitedHealth (UNH) 9.1 $5.5M -24% 11k 505.06
 View chart
Constellation Brand Class A Cla (STZ) 5.7 $3.5M -24% 15k 229.65
 View chart
Wal-Mart Stores (WMT) 5.1 $3.1M 24k 129.70
 View chart
Imperial Oil (IMO) 4.3 $2.6M 60k 43.27
 View chart
Exxon Mobil Corporation (XOM) 4.3 $2.6M 30k 87.32
 View chart
Alphabet Inc. Class A Cla (GOOGL) 4.1 $2.5M +1900% 26k 95.65
 View chart
Alphabet Inc. Class C CLC (GOOG) 2.9 $1.7M +1900% 18k 96.13
 View chart
Nike Inc Class B CLB (NKE) 1.5 $887k 11k 83.08
 View chart
Philip Morris International (PM) 1.1 $669k 8.1k 83.05
 View chart

Past Filings by Beecher Investors

SEC 13F filings are viewable for Beecher Investors going back to 2021