Analyzing First Dallas Securities Inc.'s Q4 2022 13F Filings: Top Performers, Underperformers, and What It Means for Investors.

As the world continues to recover from the pandemic, investors are looking for opportunities to grow their portfolios. The latest 13F filings from First Dallas Securities Inc. show some interesting changes in holdings from Q3 2022 to Q4 2022. Let's take a closer look at the top performers, the underperformers, and what these changes could mean for investors.

Top Performers:

Texas Pacific Land Corporation (TPL) has been the star performer on this list, with an increase in value of 20.9%. Despite a decrease of 944 shares, the value of TPL has risen to $24,307,000. Apple Inc. (AAPL), despite a decrease of 3.4%, remains the top holding with a value of $13,890,000. Other top performing holdings include Exxon Mobil Corp (XOM) with a 24.9% increase, ABBVIE INC (ABBV) with a 22.1% increase, and ONEOK INC NEW (OKE) with a 25.5% increase.

Underperformers:

While some holdings in the portfolio saw an increase in value, others struggled in the market. General Motors Co (GM) saw the biggest decrease in value, with a drop of 9.6%. Qualcomm Inc (QCOM) also struggled, with a 14.9% decrease in value. Amazon.com Inc (AMZN) saw a decrease of 20.7%, while Pfizer Inc (PFE) saw a huge drop of 49.8%. These decreases are a reminder that investments come with risks and not every holding will be a winner.

What This Means for Investors:

Investors should pay attention to these changes in holdings and the reasons behind them. For example, the increase in value of holdings like TPL and OKE may indicate a shift towards energy investments, while the underperforming INCs may suggest the tech sector is currently struggling. Knowing which sectors are performing well and which ones are underperforming can help investors make informed decisions about where to put their money.

Furthermore, investors may take note of where holdings have seen a decrease in value. It is possible that these holdings may rebound in the future, presenting an opportunity to buy in at a lower price. Additionally, if a holding is no longer performing as well as it had been, investors may consider selling it and reinvesting in a stronger holding.

Overall, the changes in holdings from First Dallas Securities Inc. 13F filings show a mix of winners and losers. Investors should pay attention to these changes and use them to inform their investment decisions going forward. By being informed and making smart investment decisions, investors can grow their portfolios and capitalize on opportunities in the market.