Beachwood, OHCIK 14829354 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
117 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Progressive Corp | 761.6K | $173.43M | 17.6% | +9.0K | Added |
| 2 | Apple Inc | 425.8K | $115.75M | 11.7% | −5.8K | Reduced |
| 3 | Palantir Technologies Inc | 423.1K | $75.20M | 7.6% | −7.6K | Reduced |
| 4 | Vanguard Index Fds |
| 348.9K |
| $72.96M |
| 7.4% |
| −1.9K |
| Reduced |
| 5 | Microsoft Corp | 124.1K | $60.03M | 6.1% | −1.1K | Reduced |
| 6 | Alphabet Inc | 187.6K | $58.71M | 6.0% | −1.3K | Reduced |
| 7 | Vanguard Intl Equity Index F | 366.5K | $26.96M | 2.7% | −955 | Reduced |
| 8 | Lamar Advertising Co New | 212.4K | $26.88M | 2.7% | −194 | Reduced |
| 9 | Alphabet Inc | 83.8K | $26.28M | 2.7% | −2.1K | Reduced |
| 10 | Vanguard Intl Equity Index F | 439.8K | $23.64M | 2.4% | −373 | Reduced |
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