BEECHER INVESTORS INC

CIK

1281649

Location

DARIEN, CT

Portfolio Value

Micro $54,495,796

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,013 / 6,692 ▲ 120 · as of Sep 2022

Top Industry

Insurance - Diversified 42.3%

3Y Alpha vs SPY

-6.4%

Period ended 3 years ago

Filed Nov 10, 2022 · 3y

4 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+49.8%

SPY

+76.0%

Annualised alpha

-6.3%

Max drawdown

−9.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

10 positions · as of Sep 30, 2022 · Δ vs Jun 30, 2022

Top Position

42.3%

+11.5 pts

Top 5

85.9%

+3.0 pts

Top 10

100.0%

+2.7 pts

HHI

2,367

Moderately concentrated+654

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2022

Sector	% Portfolio	Value	Positions
Financial Services	42.3%	$23,071,062	1
Technology	27.0%	$14,714,330	2
Healthcare	10.2%	$5,537,763	1
Consumer Defensive	9.5%	$5,180,167	3
Energy	4.8%	$2,599,055	1
Communication Services	4.6%	$2,506,030	1
Consumer Cyclical	1.6%	$887,389	1

Last Quarter's Activity

Export CSV

Sep 30, 2022 vs Jun 30, 2022

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
BRK-B	Berkshire Hathaway Inc	+27,000	86,402	$23,071,062
GOOGL	Alphabet Inc.	+24,890	26,200	$2,506,030
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
STZ	Constellation Brands, Inc.	−5,000	15,158	$3,481,489
UNH	Unitedhealth Group Inc	−3,650	10,965	$5,537,763
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
MGA	Magna International Inc	26,910	$1,477,359
PZZA	Papa Johns International Inc	14,320	$1,196,006
NEM	NEWMONT Corp /DE/	8,112	$484,043
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

10 positions · $54,495,796 total · as of Sep 30, 2022

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Added	86,402	+27,000	$23,071,062	+42.3%	42.34%
AAPL	Apple Inc. Technology	Held	64,010	0	$8,846,182	+1.1%	16.23%
MSFT	Microsoft Corp Technology	Held	25,196	0	$5,868,148	−9.3%	10.77%
UNH	Unitedhealth Group Inc Healthcare	Reduced	10,965	-3,650	$5,537,763	−26.2%	10.16%
STZ	Constellation Brands, Inc. Consumer Defensive	Reduced	15,158	-5,000	$3,481,489	−25.9%	6.39%
IMO	Imperial Oil Ltd Energy	Held	60,066	0	$2,599,055	−8.2%	4.77%
GOOGL	Alphabet Inc. Communication Services	Added	26,200	+24,890	$2,506,030	+1655.6%	4.60%
WMT	Walmart Inc. Consumer Defensive	Held	23,825	0	$1,030,033	+6.7%	1.89%
NKE	NIKE, Inc. Consumer Cyclical	Held	10,676	0	$887,389	−18.7%	1.63%
PM	Philip Morris International Inc. Consumer Defensive	Held	8,055	0	$668,645	−15.9%	1.23%