Gyroscope Capital Management Group, LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison

As the world recovers from the COVID-19 pandemic, many investors and fund managers are clamoring for insights and data that can help them make informed decisions about their investments. One such source of valuable information is the quarterly 13F filings that investment managers with assets above $100 million are required to submit to the SEC.

In this article, we'll take a deep dive into the Q4 2022 vs. Q1 2023 13F holdings comparison for Gyroscope Capital Management Group, LLC. We'll analyze the data to identify the biggest changes in holdings and explore the reasons behind these changes.

But before we dive into the details, let's take a moment to understand what the 13F filings are and why they are significant.

The 13F filings are reports that all investment managers with assets under management of more than $100 million must file quarterly with the SEC. These filings provide a detailed summary of a fund's holdings, including the number of shares held, the value of these shares, and changes in these holdings from the previous quarter. These reports are made public and can be accessed by anyone interested in learning more about a particular fund's investment strategy.

Now, let's take a closer look at the Q4 2022 vs. Q1 2023 13F holdings comparison for Gyroscope Capital Management Group, LLC.

At the top of the list, we have Berkshire Hathaway Inc. (BRK-B), with a minor change of -0.2% between Q4 2022 and Q1 2023, reflecting the fund's stable investment strategy in shares.

Apple Inc. (AAPL) experienced a significant change, with the number of shares increasing by 78.9% from Q4 2022 to Q1 2023, representing a value of $6,782,000. This change indicates that Gyroscope Capital Management Group, LLC had high confidence in Apple's future prospects and decided to increase its holdings.

Similarly, there was a significant increase in Intel Corp. (INTC) shares held between Q4 2022 and Q1 2023, representing 105.8% growth, or a value of $5,506,000. This significant increase shows that the fund saw potential in this stock, perhaps due to the current global semiconductor shortage.

On the other hand, CVS Health Corp. (CVS) experienced a decrease in shares held between Q4 2022 and Q1 2023 - a decrease of 11.7% or a value of $1,136,000. This reduction could be due to several factors, including market volatility and the fund's shift in investment strategy.

In conclusion, the Q4 2022 vs. Q1 2023 13F holdings comparison for Gyroscope Capital Management Group, LLC shows a mixed bag of changes in holdings. While the fund increased its holdings in some stocks, it decreased its holdings in others. Nevertheless, this comparison highlights the importance of 13F filings and how they can help investors make informed decisions.