Gaining Ground: An Overview of Monarch Capital Management's Q4 2022 vs. Q1 2023 13F Holdings

Monarch Capital Management Inc., like many investment management firms, is constantly evaluating their 13F holdings to ensure they are well positioned for success. The Q4 2022 and Q1 2023 comparison revealed several key changes in their investments. In this blog post, we will take a closer look at the changes, the percentage variations, and what they might mean for Monarch Capital Management Inc.

First and foremost, Microsoft Corp holds the top spot in terms of both Q4 2022 and Q1 2023 shareholdings. However, the firm's shares in Microsoft dipped slightly from 55,760 to 54,794, resulting in an 18.1% change in value. Merck & Co Inc, on the other hand, saw a decrease in both shares and value, registering a drop of 8.8%.

Apple Inc, another tech giant, saw a decline in shares but an increase in value, with the Q1 2023 value reaching 25.1% more than the Q4 2022 value. Additionally, Franklin Elec Inc saw a 15.1% increase in value despite a slight dip in shares.

Lakeland Finl Corp, however, stood out with the highest percentage decrease in value, falling 15.3%. Home Depot Inc and Abbott Labs both registered a 10% decrease in value. John & Johnson fell 13% in value, despite only a slight drop in shares. Pfizer Inc experienced the most significant percentage change, dropping by 20.2%.

Fortunately, there were a few companies that registered an increase in value. Alphabet Inc saw an increase of 20.8%, while Scotts Miracle-Gro Co's value shot up by 44.9%. Quanta Svcs Inc and Fiserv Inc both increased by 8.2% and 10.4%, respectively.

Despite these fluctuations, it's important to remember that Monarch Capital Management Inc likely has a diversified portfolio that spreads out their risk among many different holdings. That being said, there are a few takeaways from these changes worth considering.

Firstly, the decrease in value for Pfizer Inc may indicate potential concerns for the pharmaceutical and healthcare industry as the world approaches a post-COVID era. The increase in value for Alphabet Inc and Scotts Miracle-Gro Co, on the other hand, suggests continued success in the tech and consumer markets.

In conclusion, evaluating the 13F holdings of investment management firms is always significant to determine investors' foresight for certain industries. Although Monarch Capital Management Inc had a few dips in value for certain companies, they still had gains in some, too. Only time will show how their investments impact them in the long term.