Martin Capital Partners, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Introduction

Investors are always looking for insights into the holdings and changes in portfolios of prominent investment firms. In this article, we will analyze the Q2 2023 vs. Q3 2023 13F holdings comparison of Martin Capital Partners, LLC. By examining these changes, we can gain a deeper understanding of the investment strategies employed by the firm and potentially identify investment opportunities. Let's dive into the details!

JP Morgan Chase & Co

One of the notable holdings of Martin Capital Partners, LLC is JP Morgan Chase & Co. In Q2 2023, the firm held 56,202 shares, which slightly decreased to 55,921 shares in Q3 2023. The value of this holding also decreased from $8,174,000 to $8,110,000. This represents a marginal decrease of 0.8% in the number of shares held by the firm. While the change may seem insignificant, it provides valuable insights into the firm's investment decisions.

Unilever PLC

Martin Capital Partners, LLC also had a significant holding in Unilever PLC. In both Q2 and Q3 2023, the firm held 163,740 shares of the company. However, the value of this holding decreased from $8,536,000 to $8,080,000, indicating a 5.3% decrease in value. This change suggests that Martin Capital Partners, LLC may have adjusted their position in Unilever PLC during this period.

Amgen Inc

Another interesting holding of Martin Capital Partners, LLC is Amgen Inc. In Q3 2023, the firm increased their holding of Amgen Inc from 27,890 shares to 28,129 shares, representing a 22.1% increase in the number of shares held. The value of the holding also increased from $6,192,000 to $7,560,000, signaling a significant change in the firm's position. This increase in holdings may indicate their confidence in the future performance of Amgen Inc.

MSC Industrial Direct

Martin Capital Partners, LLC held 75,594 shares of MSC Industrial Direct in Q2 2023, which decreased slightly to 75,438 shares in Q3 2023. However, the value of this holding increased from $7,203,000 to $7,404,000, implying a 2.8% increase in value. These changes highlight the firm's careful management of their holdings and their ability to maximize returns for their clients.

Conclusion

Analyzing the changes in holdings of investment firms can provide valuable insight for investors and industry professionals. In this analysis of Martin Capital Partners, LLC Q2 2023 vs. Q3 2023 13F holdings comparison, we have seen both minor adjustments and significant changes in their portfolio. By studying these shifts, investors can potentially gain insights into the firm's investment strategies and make informed decisions for their own portfolios.