Predicting Stillwater Investment Management's Q1 2023 Portfolio with 13F Holdings Analysis

As a professional blog writer, I understand the relevance of stock investment in today's economy. Portfolio holdings analysis is one of the best processes of evaluating investors' holdings and returns on investments. Today, we will dive into Stillwater Investment Management, LLC's Q1 2023 portfolio and analyze its 13F Holdings as reported on form 13F filed with the SEC by the end of Q1 2023.

Founded in 2003, Stillwater Investment Management is a Utah-based hedge fund with over $1.2 billion in assets under management. The company invests primarily in Technology, Healthcare, Finance, and Energy sectors in the US stock market. In this article, we will take a closer look at the company's Q4 2022 compared to Q1 2023 13F Holdings and predict the company's Q1 2023 portfolio.

Apple Inc.

Stillwater Investment Management decreased its holdings in Apple Inc. by 1.5%, from 133,110 shares in Q4 2022 to 131,141 shares in Q1 2023. Despite the decrease in shares, the fund's value increased from $17,294,000 to $21,625,000, indicating a whopping increase of 25%. Apple Inc. remains one of the fund's top holdings, accounting for 15.20% of its portfolio.

Amazon.com Inc.

Amazon.com Inc. was one of the top performers in Stillwater Investment Management, with an increase of 22.1%. The fund decreased its holdings in Amazon by 0.56%, from 64,125 shares in Q4 2022 to 63,665 shares in Q1 2023. However, the fund's value in Amazon increased from $5,386,000 to $6,575,000, making up 4.85% of the fund's portfolio.

Goldman Sachs Group Inc.

Stillwater Investment Management reduced its holdings in Goldman Sachs Group Inc. by 4.2% in Q1 2023. The company's holdings decreased from 10,527 shares in Q4 2022 to 10,591 shares in Q1 2023. The value of holdings also decreased from $3,614,000 to $3,464,000. Goldman Sachs Group Inc. is currently 2.55% of Stillwater Investment Management's portfolio.

JP Morgan Chase & Co.

The fund's holdings in JP Morgan Chase & Co. increased by 0.4%, from 38,402 shares in Q4 2022 to 38,556 shares in Q1 2023. However, the value of holdings decreased from $5,149,000 to $5,024,000. JP Morgan Chase & Co. remains one of the top holdings for the company, accounting for 3.63% of its portfolio.

Visa Inc.

Stillwater Investment Management reduced its holdings in Visa Inc. by 0.79% in Q1 2023. The company's holdings decreased from 36,926 shares in Q4 2022 to 36,627 shares in Q1 2023. The value of holdings increased from $7,671,000 to $8,257,000. Visa Inc. is currently 5.20% of Stillwater Investment Management's holdings.

Looking Ahead

The table above summarizes Stillwater Investment Management, LLC's top holdings in its portfolio. By analyzing and comparing the 13F filings for Q4 2022 and Q1 2023, we can forecast that the fund will continue to increase its holdings in Amazon.com Inc. and Alphabet Class A. Additionally, JP Morgan Chase & Co. and Goldman Sachs Group Inc. will likely be included in its portfolio, with a lower percentage holding.

It is worth noting that changes in portfolio holdings should not be the sole metric for investment decisions. Other factors, such as political events and macroeconomic trends, could significantly impact investments in specific sectors and asset classes. Additionally, investors should monitor the company's future 13F filings to track its holdings and evaluate its investment strategy.

In conclusion, the Q1 2023 13F Holdings for Stillwater Investment Management, LLC suggests that the fund has made changes to its portfolio holdings, with some holding increased values and decreased percentages. With the insights gained from this article, you are better informed to make investment decisions.