The Top Stocks in Sentry Investment Management's Q4 2022 vs. Q1 2023 Portfolio

Sentry Investment Management, LLC released its Q4 2022 vs. Q1 2023 13F holdings comparison, and it looks like their portfolio has seen a few shakeups in the past quarter. The report details the changes in holdings of some of the most prominent companies on the market, including Apple, Microsoft, Alphabet Inc., and more. In this article, we'll take a closer look at some of the top-performing stocks in Sentry's portfolio and what these changes may mean for investors.

Starting off, we see that Apple Inc. remains the top holding for Sentry Investment Management despite a slight decrease in the number of shares held. Still, the company's value increased by 16.7% in Q1 2023, making it a solid investment choice to hold onto. Microsoft Corp. is another tech giant that remained a favorite for Sentry despite its decrease in shares and value from the previous quarter.

Amazon.com, Inc. is a company that saw slight changes in its Q4 2022 vs. Q1 2023 shares but maintained its position as the third-largest holding for Sentry Investment Management. The company is still one of the most dominant in the e-commerce industry, and with the continued growth of its Amazon Web Services (AWS) and advertising segments, it's clear to see why Sentry continues to view it as a top investment.

Next up, the two Alphabet Inc. holdings, CL A and CL C shares, saw increases in both the number of shares held and value. This is likely due to the continued growth of the company's ad business, YouTube, and cloud services. The company also recently announced a $50 billion stock buyback which could be a sign of continued long-term growth.

NVIDIA Corp. is a company that saw very impressive growth in its shares and value from Q4 2022 to Q1 2023. With a massive 76.8% increase in value, it's clear that Sentry Investment Management has made a solid investment choice in NVIDIA. The company is a leader in the gaming and computer hardware industries and has a promising future in machine learning and data centers.

One of the few companies that saw a decrease in shares and value was Berkshire Hathaway Inc. - CL B shares. However, this does not necessarily mean that it's a bad investment choice as the report highlights that Sentry's strategy involves a more long-term outlook.

Tesla, Inc. remains a strong investment choice for Sentry Investment Management despite its slight decrease in shares and impressive 68.8% increase in value during Q1 2023. The company continues to drive innovation in the electric vehicle industry and has recently announced its plans to enter the solar market with the Tesla Solar Roof.

In summary, Sentry Investment Management's Q4 2022 vs. Q1 2023 13F holdings comparison report shows a mix of both increases and decreases in shares and value for some of the top-performing companies in a range of industries. Apple Inc., Microsoft Corp., Amazon.com, Inc., and Alphabet Inc. remain top investment choices for Sentry, while other companies such as NVIDIA Corp. and Tesla, Inc. have had impressive growth and could be promising investments for the future. As with any investment strategy, it's important to conduct thorough research and due diligence before making any investment decisions.