BEECHER INVESTORS INC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Sep 30, 2022, never from the firm's own description.
Closest benchmark: the Nasdaq-100 as of 2022-09-30, active share 70.0%; sector active share 50.4% against the combined 13F book's sector weights.
Over time 4 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
12 tracked positions · as of Sep 30, 2022 · Δ vs Jun 30, 2022Portfolio Trend
Sector Breakdown
As of Sep 30, 2022| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 37.9% | $23,071,062 |
| Technology | 24.2% | $14,714,330 |
| Consumer Defensive | 11.9% | $7,240,234 |
| Healthcare | 9.1% | $5,537,763 |
| Energy | 8.5% | $5,187,796 |
| Communication Services | 7.0% | $4,244,422 |
| Consumer Cyclical | 1.5% | $887,389 |
Last Quarter's Activity
Export CSVNew Positions
Positions the filer opened this quarter| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 86,402 | $23,071,062 | 37.89% | |
| AAPL |
Apple Inc.
Technology
|
Held | 64,010 | $8,846,182 | 14.53% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 25,196 | $5,868,148 | 9.64% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 10,965 | $5,537,763 | 9.10% | |
| STZ |
Constellation Brands, Inc.
Consumer Defensive
|
Reduced | 15,158 | $3,481,489 | 5.72% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 23,825 | $3,090,100 | 5.08% | |
| IMO |
Imperial Oil Ltd
Energy
|
Held | 60,066 | $2,599,055 | 4.27% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 29,650 | $2,588,741 | 4.25% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 26,200 | $2,506,030 | 4.12% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 18,080 | $1,738,392 | 2.86% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
Held | 10,676 | $887,389 | 1.46% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Held | 8,055 | $668,645 | 1.10% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.