Arthur M. Cohen & Associates, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

Introduction:

Investment firms are required to file a Form 13F with the Securities and Exchange Commission (SEC) every quarter to disclose their holdings of publicly-traded securities. This report provides valuable insights into the investment strategies and portfolio changes of these firms. In this article, we will analyze the Q1 2023 vs. Q2 2023 13F holdings comparison of Arthur M. Cohen & Associates, LLC. We will explore the changes in their holdings, the top holdings, and discuss the potential implications of these changes.

Key Findings:

1. Holdings Decreased: Overall, Arthur M. Cohen & Associates, LLC experienced a slight decrease in their holdings from Q1 2023 to Q2 2023. The total value of their holdings decreased by 5.8%, reflecting a shift in their investment strategy.

2. Technology Giants: The top holdings of Arthur M. Cohen & Associates, LLC remained dominated by technology giants. Companies like Apple (AAPL), Microsoft (MSFT), and Amazon (AMZN) continued to hold a significant portion of their portfolio.

3. Diversification: While technology stocks remained their core holdings, the firm also showed diversification by holding stocks from various sectors such as healthcare (Lilly Eli & Co), finance (BlackRock Inc), and retail (Costco Wholesale Corp).

4. Increase in Some Stocks: Despite the overall decrease in holdings, there were a few stocks that experienced an increase. NVIDIA Corp (NVDA) and Thermo Fisher Scientific Inc (TMO) saw an increase in the number of shares held by Arthur M. Cohen & Associates, LLC. This indicates a positive sentiment towards these companies.

5. Strong Performers: Some holdings of Arthur M. Cohen & Associates, LLC performed exceptionally well during this period. Netflix Inc (NFLX) and Intuitive Surgical Inc (ISRG) witnessed significant increases in their stock values. These stocks could be potential winners in the market.

6. Notable New Additions: Arthur M. Cohen & Associates, LLC made some notable additions to their portfolio. Chipotle Mexican Grill and Roblox Corp were among the new stocks added. This indicates the firm's willingness to explore new investment opportunities.

Conclusion:

The Q1 2023 vs. Q2 2023 13F holdings comparison of Arthur M. Cohen & Associates, LLC reveals an interesting mix of changes in their portfolio. While there was an overall decrease in their holdings, the firm showed a strategic diversification across sectors while maintaining a focus on technology giants. The increase in certain stocks and the addition of new stocks indicate the firm's confidence in their investment choices. Investors should closely analyze the holdings of Arthur M. Cohen & Associates, LLC to gain insights into potential investment opportunities.

Disclaimer: The information provided in this article is for informational purposes only and should not be considered as investment advice. It is important to conduct thorough research and consult with a professional financial advisor before making any investment decisions.