Trust Investment Advisors Q3 2022 vs. Q4 2022 13F Holdings Comparison

In the investment world, success is all about knowing when to buy and when to sell. To do this effectively, investors must be attuned to market trends and company performance. One way that investors stay on top of their game is by analyzing 13F filings. These filings provide a quarterly snapshot of institutional holdings, and they can provide valuable insights into market moves.

In this blog post, we'll examine the changes in holdings for the Trust Investment Advisors fund, as seen in their Q3 2022 vs. Q4 2022 13F holdings comparison. We'll look at the top holdings, the biggest winners, and the biggest losers, and we'll try to tease out what these changes mean for investors.

Top Holdings

Let's start by looking at the top holdings for Trust Investment Advisors at the end of Q4 2022. According to the 13F filing, the fund's top five holdings were:

1. Apple Inc. (AAPL)

2. Microsoft Corp. (MSFT)

3. Lilly Eli & Co. (LLY)

4. Caterpillar Inc. (CAT)

5. Broadcom Inc. (AVGO)

This is a relatively stable list compared to the previous quarter. Apple, Microsoft, and Caterpillar are all tech and industrial giants that have consistently performed well over the past several years. Lilly Eli & Co. and Broadcom are both healthcare stocks that have been performing well in 2022.

Biggest Winners

In terms of winners, the biggest gainer for the Trust Investment Advisors fund was Rio Tinto PLC (RIO), a mining company that specializes in finding and extracting minerals like iron ore and copper. According to the 13F filing, the fund increased its holdings in Rio Tinto PLC by 26.2% from Q3 2022 to Q4 2022. This move paid off, as the stock price rose by nearly 7% during that same period.

Another notable winner for the fund was Abbott Laboratories (ABBV), which saw its stock price rise by over 9% from Q3 2022 to Q4 2022. According to the 13F filing, the Trust Investment Advisors fund increased its holdings in Abbott Laboratories by 16.3% during that same period.

Biggest Losers

Not every stock is a winner, and the Trust Investment Advisors fund had a few stocks that performed poorly in Q4 2022. The biggest loser for the fund was Palo Alto Networks Inc. (PANW), a cybersecurity company that saw its stock price drop by nearly 20% during the quarter. According to the 13F filing, the Trust Investment Advisors fund decreased its holdings in Palo Alto Networks by 18.6% from Q3 2022 to Q4 2022.

Another notable loser for the fund was Disney Walt Co. (DIS), which saw its stock price drop by over 38% from Q3 2022 to Q4 2022. This was due in part to the COVID-19 pandemic, which caused a significant drop in attendance at Disney theme parks.

Conclusion

All in all, the Trust Investment Advisors fund had a relatively stable quarter, with its top holdings remaining largely unchanged. The fund saw some gains from mining and healthcare companies, but it also suffered losses from a few cybersecurity and entertainment stocks.

Investors can learn a lot from 13F filings, but it's important to keep these numbers in perspective. The market is always changing, and what worked in the past may not work in the future. Investors should always do their own research and seek the advice of a financial professional before making any investment decisions.