$69.1 Million is the total value of BEECHER INVESTORS INC's 16 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 23.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Berkshire Hathaway Class Bclb | $16,217,000 | -22.6% | 59,402 | 0.0% | 23.45% | -3.4% | |
| AAPL | Sell | Apple Inc | $8,751,000 | -23.3% | 64,010 | -2.0% | 12.66% | -4.2% |
| UNH | Sell | UnitedHealth Group Inc. | $7,507,000 | -0.6% | 14,615 | -1.3% | 10.86% | +24.1% |
| BRKA | Berkshire Hathaway Class Acla | $7,361,000 | -22.7% | 18 | 0.0% | 10.65% | -3.4% | |
| MSFT | Microsoft Corp | $6,471,000 | -16.7% | 25,196 | 0.0% | 9.36% | +4.0% | |
| STZ | Constellation Brand Class Acla | $4,698,000 | +1.2% | 20,158 | 0.0% | 6.79% | +26.4% | |
| WMT | Walmart Inc | $2,897,000 | -18.3% | 23,825 | 0.0% | 4.19% | +2.0% | |
| GOOGL | Alphabet Inc. Class Acla | $2,855,000 | -21.7% | 1,310 | 0.0% | 4.13% | -2.2% | |
| IMO | Imperial Oil LTD | $2,830,000 | -2.6% | 60,066 | 0.0% | 4.09% | +21.6% | |
| XOM | Exxon Mobil Corp | $2,539,000 | +3.7% | 29,650 | 0.0% | 3.67% | +29.5% | |
| GOOG | Alphabet Inc. Class Cclc | $1,977,000 | -21.7% | 904 | 0.0% | 2.86% | -2.2% | |
| MGA | Magna Intl Inc. | $1,477,000 | -14.6% | 26,910 | 0.0% | 2.14% | +6.6% | |
| PZZA | Sell | Papa Johns Intl Inc. | $1,196,000 | -33.4% | 14,320 | -16.1% | 1.73% | -16.9% |
| NKE | Sell | Nike Inc Class Bclb | $1,091,000 | -36.5% | 10,676 | -16.4% | 1.58% | -20.7% |
| PM | Philip Morris Intl | $795,000 | +5.0% | 8,055 | 0.0% | 1.15% | +31.1% | |
| NEM | Newmont Corp | $483,000 | -25.0% | 8,112 | 0.0% | 0.70% | -6.3% | |
| BEN | Exit | Franklin Resources | $0 | – | -4,850 | -100.0% | -0.16% | – |
| MO | Exit | Altria Group Inc | $0 | – | -3,460 | -100.0% | -0.21% | – |
| NUE | Exit | Nucor Corp | $0 | – | -2,450 | -100.0% | -0.42% | – |
| MCD | Exit | McDonalds Corp | $0 | – | -3,385 | -100.0% | -0.97% | – |
| STT | Exit | State Street Corp | $0 | – | -14,460 | -100.0% | -1.46% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-20
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.