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Mcmillion Capital Management Inc Q3 2022 vs. Q4 2022 13F Holdings Comparison

Ava Hoppe | 24 April, 2023

As a professional blog writer, I am excited to dive into the intriguing world of investment and asset management. Mcmillion Capital Management Inc, a reputed investment management firm, recently released its Q3 vs. Q4 2022 13F holdings comparison report highlighting significant changes in its holdings.

Let's take a closer look at the highlights of the report and understand what it means for the investment industry.


McMillion Capital Management Inc manages over $225 million worth of assets under management for individual and institutional clients. The investment firm recently released its Q3 vs. Q4 2022 13F holdings comparison report, which analyzes the firm's portfolio changes and provides insights into market trends.

Main Body:

The 13F filing is a quarterly report submitted by institutional investors that discloses their equity holdings. The filing provides a public record of the holdings held by each firm and serves as a valuable resource for investors to gain insights into high-value asset managers' investments.

According to the report, McMillion Capital Management Inc's top holdings remained intact in Q4 2022, with Apple Inc. (AAPL) and Microsoft Corp (MSFT) continuing to be the largest holdings. However, there were significant changes in the firm's other holdings.

Chevron Corp (CVX) was the biggest gainer in the portfolio, with a 22.5% increase, followed by Nike Inc (NKE) with a 39.1% increase. Meanwhile, FedEx Corp (FDX) and Coca-Cola Co (KO) also saw a notable increase in shares held.

On the other hand, the firm reduced its holdings in Vulcan Materials Co (VMC), experiencing a 12.3% decline, while Iron Mountain Inc (IRM) saw an 11.2% increase. Additionally, the firm sold out of its holdings in Medical Properties Trust Inc (MPW) and reduced its holdings in Global X Robotics & Artificial Intelligence (BOTZ) by 38.6%.

The report also revealed that the firm's total value of assets under management (AUM) decreased by 3.7%, indicating a shift in holdings from the prior quarter. The move could be due to the volatile market conditions resulting from the ongoing COVID-19 pandemic.


In conclusion, McMillion Capital Management Inc's Q3 vs. Q4 2022 13F holdings comparison report highlights the significant changes in the firm's portfolio. Although the firm's top holdings remained unchanged, there were notable trades in other holdings, with Chevron Corp and Nike Inc showing the most significant increases.

Investors can use the report as a valuable resource to gain insights into high-value asset managers' investments and market trends. The decrease in the firm's AUM may indicate a shift in holdings from the prior quarter due to the current volatile market conditions. Therefore, it is essential to stay updated on the market trends and investment reports to make informed decisions.

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