Beachwood, OHCIK 12865344 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
79 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 161.8K | $44.0K | 8.1% | −2.6K | Reduced |
| 2 | Eli Lilly & Co | 29.9K | $32.2K | 5.9% | −1.7K | Reduced |
| 3 | Teradyne Inc | 141.2K | $27.3K | 5.0% | −1.9K | Reduced |
| 4 | Pulte Group Inc |
| 226.3K |
| $26.5K |
| 4.9% |
| −3.1K |
| Reduced |
| 5 | Tenet Healthcare Corp | 119.8K | $23.8K | 4.4% | −1.1K | Reduced |
| 6 | Oracle Corp | 111.7K | $21.8K | 4.0% | −344 | Reduced |
| 7 | Jpmorgan Chase & Co. | 62.7K | $20.2K | 3.7% | −584 | Reduced |
| 8 | Schwab Charles Corp | 153.4K | $15.3K | 2.8% | −748 | Reduced |
| 9 | Tetra Tech Inc New | 441.6K | $14.8K | 2.7% | −1.1K | Reduced |
| 10 | Nordson Corp | 56.8K | $13.7K | 2.5% | −346 | Reduced |
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