Beachwood, OHCIK 17645814 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
138 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 247.3K | $84.81M | 19.2% | +1.6K | Added |
| 2 | Spdr Dow Jones Indl Average | 109.1K | $52.54M | 11.9% | −1.5K | Reduced |
| 3 | Lincoln Elec Hldgs Inc | 141.3K | $33.98M | 7.7% | −627 | Reduced |
| 4 | Ishares Tr |
| 39.5K |
| $27.03M |
| 6.1% |
| +2.9K |
| Added |
| 5 | Vanguard Index Fds | 40.3K | $25.30M | 5.7% | −45 | Reduced |
| 6 | Ishares Tr | 91.6K | $19.27M | 4.4% | −75 | Reduced |
| 7 | Vanguard Specialized Funds | 86.3K | $18.97M | 4.3% | −303 | Reduced |
| 8 | Nvidia Corporation | 90.5K | $16.88M | 3.8% | +22.5K | Added |
| 9 | Invesco Exchange Traded Fd T | 117.9K | $13.93M | 3.1% | +1.7K | Added |
| 10 | Apple Inc | 40.5K | $11.01M | 2.5% | +10.9K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio