The Shifting Tides of Allied Investment Advisors' Q4 2022 vs. Q1 2023 Portfolio: An Analysis

Over time, investors have gained access to an unimaginable range of resources that can help them invest their money better. One such resource is the quarterly SEC filing known as Form 13F, which institutional investment managers must submit. These forms give the public a detailed insight into a fund's holdings, which can be useful for investors looking to evaluate the market.

Allied Investment Advisors is one such firm that recently submitted a 13F report that showed the changes in its holdings. In this blog post, we will examine the firm's Q4 2022 vs. Q1 2023 13F holdings comparison and what insights can be derived from it.

Vanguard Leads the Pack

Allied Investment Advisors’ top three holdings, VHT, MSFT, and AAPL, remained unchanged from Q4 2022 to Q1 2023. VHT, the Vanguard Health Care ETF, was Allied's most significant holding, with 117,886 shares valued at $28,111,000 in Q1 2023. It is worth noting that the total value of this position decreased by 1.3%.

Microsoft Continues to Grow

Microsoft continues to be one of Allied's top holdings, and Q1 2023 saw a 21.6% increase in shares as compared to the previous quarter. With 61,764 shares valued at $17,810,000, the tech giant continues to hold a prominent position in the fund's portfolio.

Apple Shows Steady Growth

Apple, another leading tech giant, saw a 27.9% increase in shares between Q4 2022 and Q1 2023, continuing its steady growth trend in Allied's holdings. With 81,296 shares valued at $13,405,000, Allied Investment Advisors continues to invest significantly in the company.

Shuffling in the Energy Sector

The energy sector witnessed a high level of shuffling in Allied's latest 13F filings. Exxon Mobil's position decreased by 4.7%, with the fund holding 100,550 shares worth $11,026,000. Chevron, another leading energy company, had an even greater decrease in Allied’s portfolio, with 6.4% fewer shares compared to Q4 2022.

Financial Services Taking the Lead

Goldman Sachs continued to grow in Allied's portfolio, with 19,976 shares worth $6,534,000, a 0.3% increase. JPMorgan Chase & Co. and Wells Fargo also continue to figure prominently in the firm's portfolio, with the former seeing an increase of 2.1% in shares and the latter holding relatively steady.

Concluding Thoughts

Allied Investment Advisors' Q4 2022 vs. Q1 2023 13F holdings comparison shows that the fund is continuing to invest heavily in the tech sector while making some changes to their holdings in the energy sector. It's worth noting that the firm's holdings in Microsoft and Apple continue to make up a significant portion of their portfolio, indicating their faith in these companies' growth potential.

Overall, understanding the holdings of large institutional investors like Allied Investment Advisors can be useful for individual investors looking to make informed investment decisions. While individual investors should not blindly follow institutional investors, tracking their moves can provide ideas and guidance for constructing a successful portfolio.