BI
Beecher Investors Inc Historical SEC 13F Holdings & Archive (Q3 2022)
Beecher Investors IncCIK: 0001281649
Long-term holderQuality / disciplined sizingConcentrated strategy
Total reported value
$60.9M
Reporting period: 2022-09-30 · Number of holdings: 12
BEECHER INVESTORS INC disclosed 12 holdings in its latest 13F filing for the period ending 2022-09-30, with total reported value of $60.9M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 77.84
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 71.03
- Diversification
- 24
- Sizing Uniformity
- 87.93
Beecher Investors Inc's disclosed holdings carry a Herfindahl concentration index of 0.195 — mathematically equivalent to about 5 equally-sized positions, well below its 12 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.21), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 37.89% | — | +45.45% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 14.53% | — | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 9.64% | — | — | |
| 4 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 9.10% | — | -24.97% | |
| 5 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 5.72% | — | -24.80% | |
| 6 | WMT | Walmart Inc | Stock-Consumer Staples | 5.08% | — | — | |
| 7 | IMO | Imperial Oil LTD | Stock-Energy | 4.27% | — | — | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 4.25% | — | — | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.12% | — | +1900.00% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.85% | — | +1900.00% | |
| 11 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.46% | — | — | |
| 12 | PM | Philip Morris International | Stock-Consumer Staples | 1.10% | — | — |
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Beecher Investors Inc and what type of investor is it?
Beecher Investors Inc is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2022-09-30), the firm manages a tracked equity portfolio valued at approximately $60.9M, spread across 12 disclosed positions.
What are Beecher Investors Inc's largest equity positions?
Based on the latest 13F filing, Beecher Investors Inc's top holdings by market value are:
1. Berkshire Hathaway Inc-cl B (BRK-B) — $23.1M (37.9%)
2. Apple Inc (AAPL) — $8.8M (14.5%)
3. Microsoft CORP (MSFT) — $5.9M (9.6%)
4. Unitedhealth Group Inc (UNH) — $5.5M (9.1%)
5. Constellation Brands Inc-a (STZ) — $3.5M (5.7%)
What changes did Beecher Investors Inc make in its most recent portfolio filing?
No notable portfolio changes were recorded for Beecher Investors Inc in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Beecher Investors Inc focus on?
Beecher Investors Inc is concentrated in the following sectors based on its current disclosed equity portfolio:
• Financials: 37.9%
• Information Technology: 24.2%
• Consumer Staples: 11.9%
• Health Care: 9.1%
• Energy: 8.5%
• Communication Services: 7.0%
Investment Profile
Beecher Investors Inc's portfolio is concentrated and long-term-holding, with 37.9% of the portfolio concentrated in Financials.
Its concentration score has risen from 43 to 78 over the past 3 quarters — a shift toward higher-conviction positions.
It has added to its XOM position over the past two quarters (+$140.0K, now $2.6M), while trimming UNH over the same stretch (-$2.0M, still holding $5.5M).
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Developer Access
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