M&R Capital Management Inc Q3 2023 vs. Q4 2023 13F Holdings Comparison

Apple, Broadcom, and Berkshire Hathaway Among Top Holdings for M&R Capital Management in Q3 2023 and Q4 2023

M&R Capital Management Inc, a leading investment management firm, recently released its 13F filing for the third and fourth quarters of 2023. The filing provides insights into the company's holdings and highlights the changes in its portfolio during the mentioned periods. In this article, we will analyze the top holdings of M&R Capital Management in Q3 2023 and Q4 2023, discussing the notable changes and the implications for investors.

1. Apple Inc (AAPL):

Apple Inc remained one of the top holdings for M&R Capital Management in both Q3 and Q4 of 2023. The company's holdings slightly decreased from 186,877 shares in Q3 to 185,177 shares in Q4. However, the value of the holdings increased from $31,995,000 to $35,661,000, indicating a positive appreciation in the stock.

2. Broadcom Inc (AVGO):

Another prominent holding for M&R Capital Management was Broadcom Inc, a leading technology company. The firm's holdings in Broadcom decreased from 30,855 shares in Q3 to 30,480 shares in Q4. However, the value of the holdings increased from $25,627,000 to $34,038,000, demonstrating a strong performance by the stock.

3. Berkshire Hathaway Inc (BRK-B):

M&R Capital Management maintained its holdings in Berkshire Hathaway Inc, the multinational conglomerate led by Warren Buffett. The firm's holdings in Berkshire Hathaway remained relatively stable, decreasing slightly from 64,824 shares in Q3 to 64,530 shares in Q4. The value of the holdings also saw a marginal decrease from $22,707,000 to $23,021,000.

4. Alphabet Inc (GOOGL):

Alphabet Inc, the parent company of Google, was another significant holding for M&R Capital Management. The firm's holdings in Alphabet decreased from 130,157 shares in Q3 to 129,929 shares in Q4. However, the value of the holdings increased from $17,032,000 to $18,155,000, suggesting a favorable performance of the stock.

5. Lowe's Companies Inc (LOW):

M&R Capital Management also had a substantial holding in Lowe's Companies Inc, a leading home improvement retailer. The firm's holdings in Lowe's decreased from 72,706 shares in Q3 to 72,054 shares in Q4. The value of the holdings increased from $15,111,000 to $16,037,000, indicating a positive performance by the stock.

These are just a few examples of the notable holdings for M&R Capital Management during the mentioned period. The firm also held positions in Visa Inc, Merck & Co Inc, Amazon.com Inc, CVS Health Corp, Microsoft Corp, and other well-known companies.

It's important to note that 13F filings represent a snapshot of a fund's holdings at a specific point in time and may not reflect the current positions. Additionally, it's crucial for investors to conduct their due diligence and consult with a financial advisor before making any investment decisions based on the information provided in this article.

In conclusion, M&R Capital Management Inc's 13F filing for Q3 2023 and Q4 2023 unveils its top holdings and the changes in its portfolio. The firm's investment in well-established companies such as Apple, Broadcom, and Berkshire Hathaway demonstrates its confidence in the tech and conglomerate sectors. These holdings can serve as potential investment opportunities for investors looking to diversify their portfolios and capitalize on the performance of these reputable companies.