Arthur M. Cohen & Associates, LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison

Arthur M. Cohen & Associates, LLC recently filed their Q4 2022 and Q1 2023 13F holdings report, showcasing the changes in their holdings. The report indicates stock purchases and sales made by the firm during the period, including what securities were added or removed from their portfolio. In this article, we'll take a closer look at the report's findings and analyze what this means for the firm's investment strategy moving forward.

One trend this report highlights is the firm's decreased position in Danaher Corp, or DHR. The firm saw an 8.3% decrease in their shares of DHR, going from 228,708 shares in Q4 2022 to 220,995 shares in Q1 2023. Additionally, they saw a decrease in the value of their holdings in the company, going from $60,703,000 in Q4 2022 to $55,688,000 in Q1 2023. This shows that the firm may be losing confidence in the company's future performance.

On the other hand, the report shows that the firm increased their position in Apple. The firm went from owning 220,447 shares of Apple in Q4 2022 to 209,609 shares in Q1 2023. The value of their holdings in the company also increased, going from $28,642,000 in Q4 2022 to $34,564,000 in Q1 2023. This suggests that the firm has a positive outlook on Apple's future performance and sees potential for growth in the company.

Another trend seen in the report is the firm's decreased position in Berkshire Hathaway. The firm saw an 11.5% decrease in their shares of BRK-B, going from 97,204 shares in Q4 2022 to 86,069 shares in Q1 2023. Similarly, the value of their holdings in BRK-B also decreased from $30,026,000 in Q4 2022 to $26,580,000 in Q1 2023. This indicates that the firm may be shifting their focus away from the company.

Perhaps one of the most significant changes in the report was the firm's increased holdings in NVIDIA Corp. The firm saw an 86% increase in their shares of NVDA, going from 32,467 shares in Q4 2022 to 31,779 shares in Q1 2023. The value of their holdings increased from $4,744,000 in Q4 2022 to $8,825,000 in Q1 2023. This significant increase highlights the firm's strong belief in the company's future growth potential.

In conclusion, the Arthur M. Cohen & Associates, LLC Q4 2022 vs. Q1 2023 13F holdings comparison report shows interesting trends in the firm's investment strategy. The increase in their holdings of Apple and NVIDIA Corp indicates a positive outlook on the companies' futures, while the decreased holdings in Danaher Corp and Berkshire Hathaway suggest a loss of confidence in those companies. As always, investors should conduct their own thorough research and analysis before making any investment decisions.