Lehman Financial Resources' Q3 2018 Holdings: Notable Changes in Top Stocks

The investment fund Lehman Financial Resources, Inc. has undergone significant changes in its holdings from Q2 2018 to Q3 2018, based on the 13F Holdings Comparison CSV. Let's take a closer look at some of the top holdings and how they have changed.

One notable change is in the fund's holdings of NextEra Energy, Inc. In Q3 2018, the fund held 288,283 shares, a 2.8% increase from the 281,494 shares held in Q2 2018. The value of these shares also increased from $47,018,000 in Q2 2018 to $48,316,000 in Q3 2018.

Similarly, the fund increased its holdings in NextEra Energy Partners by 6.3% from Q2 2018 to Q3 2018. The fund now holds 450,088 shares, up from 440,083 in Q2 2018, and increased the value of these shares from $20,538,000 to $21,829,000.

The fund also increased its holdings in Berkshire Hathaway by a small amount, holding 46,414 shares in Q3 2018 compared to 46,314 shares in Q2 2018. However, the value of these shares increased significantly from $8,644,000 to $9,937,000, a 15% increase.

On the other hand, the fund decreased its holdings in Bank of America Corp from 293,906 shares in Q2 2018 to 287,912 shares in Q3 2018, a 2.4% decrease. The value of these shares remained relatively stable, only decreasing from $8,285,000 to $8,481,000. Similarly, the fund reduced its holdings in Magellan Midstream Partners LP from 64,213 shares in Q2 2018 to 63,513 shares in Q3 2018, a 1.1% decrease. The value of these shares also decreased from $4,435,000 to $4,301,000.

One interesting holding that saw a significant increase is Altaba Inc. The fund held 3,000 shares in Q2 2018, but increased its holdings to 9,500 shares in Q3 2018, a whopping 195.4% increase. The value of these shares also increased from $219,000 to $647,000.

Another stock with a substantial increase in holdings is Amazon.com Inc. The fund held 5,134 shares in Q2 2018 but increased its holdings to 6,884 shares in Q3 2018, a 63.6% increase. The value of these shares also increased significantly from $950,000 to $1,554,000.

In contrast, the fund reduced its holdings in Ford Motor Co from 72,535 shares in Q2 2018 to 70,335 shares in Q3 2018, a 3% decrease. The value of these shares also decreased from $802,000 to $650,000. Similarly, the fund reduced its holdings in General Electric Co from 166,781 shares in Q2 2018 to 168,849 shares in Q3 2018, a 1.2% increase, but the value of these shares decreased significantly from $2,269,000 to $1,906,000.

Overall, Lehman Financial Resources, Inc. made adjustments to its holdings in Q3 2018, selling some stocks and buying others. While some stocks remained relatively stable, others saw significant changes in both the number of shares the fund held and their value. It will be interesting to see how these holdings continue to evolve in the coming quarters.