$60.9 Million is the total value of BEECHER INVESTORS INC's 12 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 25.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BRKB | Buy | Berkshire Hathaway Class Bclb | $23,071,000 | +42.3% | 86,402 | +45.5% | 37.90% | +61.6% |
AAPL | Apple Inc | $8,846,000 | +1.1% | 64,010 | 0.0% | 14.53% | +14.8% | |
MSFT | Microsoft Corp | $5,868,000 | -9.3% | 25,196 | 0.0% | 9.64% | +3.0% | |
UNH | Sell | UnitedHealth Group Inc. | $5,538,000 | -26.2% | 10,965 | -25.0% | 9.10% | -16.2% |
STZ | Sell | Constellation Brand Class Acla | $3,481,000 | -25.9% | 15,158 | -24.8% | 5.72% | -15.8% |
WMT | Walmart Inc | $3,090,000 | +6.7% | 23,825 | 0.0% | 5.08% | +21.1% | |
IMO | Imperial Oil LTD | $2,599,000 | -8.2% | 60,066 | 0.0% | 4.27% | +4.3% | |
XOM | Exxon Mobil Corp | $2,589,000 | +2.0% | 29,650 | 0.0% | 4.25% | +15.8% | |
GOOGL | Buy | Alphabet Inc. Class Acla | $2,506,000 | -12.2% | 26,200 | +1900.0% | 4.12% | -0.3% |
GOOG | Buy | Alphabet Inc. Class Cclc | $1,738,000 | -12.1% | 18,080 | +1900.0% | 2.86% | -0.1% |
NKE | Nike Inc Class Bclb | $887,000 | -18.7% | 10,676 | 0.0% | 1.46% | -7.7% | |
PM | Philip Morris Intl | $669,000 | -15.8% | 8,055 | 0.0% | 1.10% | -4.4% | |
NEM | Exit | Newmont Corp | $0 | – | -8,112 | -100.0% | -0.70% | – |
PZZA | Exit | Papa Johns Intl Inc. | $0 | – | -14,320 | -100.0% | -1.73% | – |
MGA | Exit | Magna Intl Inc. | $0 | – | -26,910 | -100.0% | -2.14% | – |
BRKA | Exit | Berkshire Hathaway Class Acla | $0 | – | -18 | -100.0% | -10.65% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-10
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
Berkshire Hathaway Class B | 4 | Q3 2022 | 37.9% |
Apple Inc | 4 | Q3 2022 | 14.5% |
Microsoft Corp | 4 | Q3 2022 | 10.5% |
UnitedHealth Group Inc. | 4 | Q3 2022 | 10.9% |
Constellation Brand Class A | 4 | Q3 2022 | 6.8% |
Walmart Inc | 4 | Q3 2022 | 5.1% |
Alphabet Inc. Class A | 4 | Q3 2022 | 4.6% |
Exxon Mobil Corp | 4 | Q3 2022 | 4.3% |
Imperial Oil LTD | 4 | Q3 2022 | 4.3% |
Alphabet Inc. Class C | 4 | Q3 2022 | 3.2% |
View BEECHER INVESTORS INC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2022-11-10 |
13F-HR | 2022-07-20 |
13F-HR | 2022-05-12 |
13F-HR | 2022-02-09 |
13F-HR | 2009-11-16 |
13F-HR | 2009-08-06 |
13F-HR | 2009-05-15 |
13F-HR | 2009-02-17 |
13F-HR | 2008-11-17 |
13F-HR | 2008-08-01 |
View BEECHER INVESTORS INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.