Investing in the Future: Martin Investment Management's Q3 vs Q4 2022 Holdings

Martin Investment Management, LLC is a registered investment advisory firm that manages $6.1 billion in assets. The firm provides investment services to high net worth individuals, pension and profit-sharing plans, and trusts. In this blog post, we'll be examining the Q3 vs Q4 2022 13F holdings comparison of the company. Let's dive right in.

This past quarter, Martin Investment Management made several noticeable changes to its portfolio. The firm reduced its holdings in some stocks while increasing investments in others, resulting in a significant change to their overall asset value. Here're the highlights:

Firstly, the firm reduced its holdings in Apple Inc (AAPL) by 19.3% in Q4 2022, going from 151,378 shares in Q3 2022 to 129,921 shares. This decrease resulted in a reduced value of $2,040,000 for the stock to $16,880,000.

Secondly, Martin Investment increased its holdings in Sony Group Corporation (SNE) by 33.3%. The firm had 225,168 shares in Q3 2022, but its shares increased to 252,108 in Q4 2022. As a result, the value of its holdings increased to $19,230,000, up from $14,422,000 in Q3 2022.

Thirdly, the investment advisory firm reduced its holdings in Alphabet Inc (GOOGL) by 8.2% in Q4 2022, going from 88,664 shares in Q3 2022 to 88,231 shares. This change resulted in a reduced value of $697,000 for the stock to $7,784,000.

Fourthly, Martin Investment Management sold out its entire holdings of Meta Platforms Inc (META), Match Group Inc New (MTCH), Target Corp (TGT), and Haleon PLC (H6D.F). On the other hand, it increased its holdings in NXP Semiconductors N.V (NXPI) by 29.5% and Checker Point Software Tech Ltd (CHKP) by 24%.

Lastly, the firm purchased new holdings in TotalEnergies SE and BP plc, acquiring 3,275 and 56,601 shares, respectively. The total value of these purchases amounts to $203,000 and $1,977,000, respectively.

In conclusion, Martin Investment Management made significant changes to its Q3 vs Q4 2022 holdings, indicating its faith in the future of various companies. It reduced holdings in Apple and Alphabet while increasing them in Sony and Check Point Software, among others. Finally, it made new purchases in the energy sector, indicating a change in its investment strategy.