Investing Like a Pro: Tower View's Q3 to Q4 2022 13F Holdings Comparison

As the year comes to a close, many investors are curious about the changing holdings of top investment firms. One such company is Tower View Investment Management & Research LLC, which recently released its Q3 to Q4 2022 13F Holdings Comparison. In this article, we'll take a closer look at these changes and what they might mean for investors.

Tower View's Top 5 Gainers

Tower View's biggest gainers were in the healthcare and technology sectors. The firm's holdings in Analog Devices Inc (ADI) increased by an impressive 35.9%, while Intuitive Surgical Inc (ISRG) saw a gain of 40.8%. This reflects Tower View's emphasis on high-growth sectors, and the confidence the company has in companies that are driving innovation in healthcare and technology.

The Deere & Co (DE) surprise

One of the biggest surprises in Tower View's report was the increase in shares of Deere & Co (DE) - the company that makes John Deere equipment. Although this is not a high-growth tech company, Tower View saw something in the agriculture giant and increased its holdings by 26.9%. It will be interesting to see if other firms follow suit, as the agriculture industry has been seeing increased demand due to the world's growing population.

Big tech, big changes

While Tower View held steady in its investments in Microsoft Corp (MSFT), the firm's holdings in Amazon.com Inc (AMZN) decreased by 26.1% and Alphabet Inc (GOOG) saw a decline of 8.2%. This suggests that the firm may be taking a more cautious approach with high-market-cap tech giants and instead focusing on other industries.

Other noteworthy movements

Tower View also took a position in Carrier Global Corporation (CARR), increasing its holdings by 15.7%. Conversely, the firm decreased its holdings in Tesla Inc (TSLA) by 53.5%, showing a lack of confidence in the electric car company. Additionally, Tower View decreased its holdings in Procter & Gamble Co (PG) by 19.1%.

Final thoughts

While it's always important to consider the holdings of investment firms, it's important to remember that each firm has its own unique strategies and risk tolerances. With that being said, the movements by Tower View in the healthcare, agriculture, and technology industries may be worth taking note of for investors looking to emulate the strategies of top investment firms.