M&R Capital Management Inc Q2 2023 vs. Q3 2023 13F Holdings Comparison

In the ever-changing landscape of the stock market, it's crucial for investors and fund managers to stay updated on the latest trends and shifts in holdings. One way to achieve this is by analyzing the quarterly 13F filings, which provide a snapshot of a fund's holdings.

M&R Capital Management Inc recently filed their Q2 2023 and Q3 2023 13F reports, revealing some interesting changes in their holdings. Let's dive into the data and explore the companies that M&R Capital Management has added or reduced their positions in.

1. APPLE INC COM (AAPL)

- Q2 2023 (SHARES): 188,841

- Q3 2023 (SHARES): 186,877

- Q2 2023 VALUE ($000): 36,592

- Q3 2023 VALUE ($000): 31,995

- Chg %: -12.6

M&R Capital Management slightly reduced their holdings in Apple Inc during the third quarter, resulting in a 12.6% decrease in value. This indicates a cautious approach towards the tech giant.

2. BROADCOM INC COM (AVGO)

- Q2 2023 (SHARES): 31,090

- Q3 2023 (SHARES): 30,855

- Q2 2023 VALUE ($000): 26,957

- Q3 2023 VALUE ($000): 25,627

- Chg %: -4.9

The fund also made a minor reduction in their holdings of Broadcom Inc, resulting in a 4.9% decrease in value. This suggests a slight shift in their investment strategy.

3. BERKSHIRE HATHAWAY INC DEL CL B NEW (BRK-B)

- Q2 2023 (SHARES): 64,716

- Q3 2023 (SHARES): 64,824

- Q2 2023 VALUE ($000): 22,039

- Q3 2023 VALUE ($000): 22,707

- Chg %: 3

In contrast to the previous two companies, M&R Capital Management slightly increased their holdings of Berkshire Hathaway Inc during the third quarter. This indicates a positive outlook on Warren Buffett's conglomerate.

4. ALPHABET INC CAP STK CL A (GOOGL)

- Q2 2023 (SHARES): 130,251

- Q3 2023 (SHARES): 130,157

- Q2 2023 VALUE ($000): 15,584

- Q3 2023 VALUE ($000): 17,032

- Chg %: 9.3

The fund also added to their holdings in Alphabet Inc, the parent company of Google. This resulted in a 9.3% increase in value, showcasing their confidence in the tech giant's future prospects.

These are just a few examples of the changes M&R Capital Management made in their portfolio during the second and third quarters of 2023. It's essential for investors to regularly review such reports to gain insights into a fund's investment strategy and to stay updated on the ever-changing dynamics of the stock market.

As an investor, it's crucial to conduct thorough research and consider various factors before making any investment decisions. Keep in mind that past performance is not indicative of future results, and it's always recommended to consult with a financial advisor before making any investment moves.

In conclusion, M&R Capital Management's Q2 2023 vs. Q3 2023 13F Holdings Comparison reveals the fund's various shifts in holdings, providing valuable insights for investors and highlighting the importance of monitoring such reports for a better understanding of the market.