Cadinha & Co LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

What are the major changes in the holdings of Cadinha & Co LLC between Q1 2023 and Q2 2023?

Cadinha & Co LLC, an investment management firm, recently released their 13F holdings comparison report for Q1 2023 and Q2 2023. The report outlines the changes in the firm's holdings, providing valuable insights into their investment strategies. Let's delve into the details and explore the significant changes in Cadinha & Co LLC's portfolio.

One of the most notable changes in Cadinha & Co LLC's holdings is the significant increase in their shares of "iShares Barclays 20 plus Yr" (TLT) during Q2 2023. In Q1 2023, the firm held 2,932 shares of TLT, while in Q2 2023, their holdings increased significantly to 326,357 shares. This substantial increase in holdings indicates Cadinha & Co LLC's confidence in the performance and potential of this investment.

Another company in which Cadinha & Co LLC increased their holdings is "Apple Inc" (AAPL). In Q1 2023, they held 105,029 shares of AAPL, and this number rose to 143,154 shares in Q2 2023. This increase in holdings reflects the firm's positive outlook on Apple's future prospects.

On the other hand, Cadinha & Co LLC reduced their holdings in some companies during Q2 2023. One notable example is "Berkshire Hathaway Inc Cl B" (BRK-B), where their holdings decreased from 60,834 shares in Q1 2023 to 79,725 shares in Q2 2023. This reduction suggests a shift in the firm's investment strategy or a reevaluation of the company's performance.

Similarly, the firm reduced their holdings in "Microsoft Corp" (MSFT) during the same period. In Q1 2023, Cadinha & Co LLC held 52,976 shares of MSFT, but this decreased to 76,986 shares in Q2 2023. This reduction may indicate a change in their investment strategy regarding the technology sector or a specific assessment of Microsoft's performance.

In addition to the aforementioned changes, there are several other notable adjustments in Cadinha & Co LLC's holdings. For instance, their holdings in "Check Point Software Tech Ltd" (CHKP) remained relatively stable, with a slight decrease of 0.6%. However, their holdings in "Home Depot Inc" (HD) experienced a significant increase of 95.1%, reflecting their confidence in the company's growth.

Furthermore, Cadinha & Co LLC slightly reduced their holdings in "Coca-Cola Co" (KO), with a decrease of 5.1%. However, their holdings in "Wal-Mart Stores Inc" (WMT) saw a notable increase of 30.2%. This indicates the firm's belief in the performance and potential of the retail giant.

It's worth mentioning that the changes in Cadinha & Co LLC's holdings reflect their investment decisions and might not necessarily indicate the intrinsic value or potential of the companies themselves. Investors should consider their own research and analysis before making any investment decisions.

In conclusion, Cadinha & Co LLC's Q1 2023 vs. Q2 2023 13F holdings comparison reveals several noteworthy changes in their portfolio. While the firm significantly increased their holdings in certain companies such as "iShares Barclays 20 plus Yr" and "Apple Inc," they also made adjustments to their positions in other companies such as "Berkshire Hathaway Inc Cl B" and "Microsoft Corp." These changes suggest that Cadinha & Co LLC is actively managing their portfolio and adapting to market conditions and specific company performances.