The Changing Face of Morgan Dempsey's Q1 2023 Investment Holdings

Investing is an ever-evolving process, and even the most experienced investors need to keep up with the changes in the market. Morgan Dempsey Capital Management LLC is a well-respected investment management firm known for staying ahead of the curve. As the market continues to shift, Morgan Dempsey's Q4 2022 holdings are being compared with their Q1 2023 holdings. The purpose of this comparison is to help investors understand the changes that have occurred and what they mean for the market going forward.

The Q4 2022 quarter was a strong one for Morgan Dempsey, as they saw improvements in most of their holdings. However, they also observed a few negative changes in their investment portfolios, such as a decrease in holdings for General Dynamics Corp and Pfizer Inc. In the Q1 2023 quarter, Morgan Dempsey made some significant alterations to their portfolio, resulting in a few new holdings and some reduced holdings.

In the Q4 2022, Morgan Dempsey held 32 shares of Exxon Mobil Corp (XOM). This figure increased to 33,801 shares in the Q1 2023, worth $14,672 from $14,426. Furthermore, the company's holdings for Gilead Sciences Inc (GILD) increased to 166,652 shares in Q1 2023, amounting to $13,827. However, MRK & CO Inc (MRK) didn't fare so well in Q1 2023, as Morgan Dempsey's holdings decreased by 1.8% to 122,278 shares, amounting to a value of $13,009.

The holding for General MLS Inc (GIS) increased by 4.1% in Q1 2023, with 141,108 shares worth $12,059. Cisco Sys Inc (CSCO) was one of the most impressive performers in the Q1 2023 quarter, with an increase of 12.1% in number of shares with 226,498 shares worth $11,840. The United Parcel Service Inc (UPS) also experienced substantial growth, rising by 16.1% in share value amounting to $11,392 with 58,730 shares.

Chevron Corp New (CVX) brings up the rear in the list of top performers, as Morgan Dempsey held 100 shares in Q1 2023, down from 68,292 shares in Q4 2022. This change resulted in $16 worth of value, a 90.9% decrease in value. Pembina Pipeline Corp (PPL.TO), on the other hand, experienced a solid upward trend as its shares jumped by 18.9% to 318,812 in Q1 2023, amounting to $10,329. Coca Cola Co (KO), meanwhile, remained stable with an increase in its number of shares by 2.5%, amounting to $11,129.

The Q1 2023 quarter saw Morgan Dempsey introduce new holdings in Kraft Heinz Co (KHC), with 262,376 shares worth $10,146, and VARIZON COMMUNICATIONS INC (VZ), with 261,666 shares worth $10,176. They also initiated holdings for Meta Platforms Inc (META), with 200 shares valued at $42.

Morgan Dempsey's Q1 2023 portfolio did see some reductions, with dips in holdings for Pfizer Inc (PFE), with 209,068 shares worth $8,529, recording a 20.5% decrease in value. US Bancorp Del (USB) witnessed a 16.6% dip in its shares, amounting to $8,333. Prudential Finl Inc (PRU) experienced a 16% decrease in its number of shares amounting to $7,699.

The emerging trends in Morgan Dempsey's Q1 2023 holdings reflect their confidence in cost-effective portfolios. Going forward, it will be interesting to see how Morgan Dempsey shifts its focus to capitalize on emerging economic trends. As the investing world continues to evolve, investors must keep an eye on these changes to stay ahead of the game.