NewFocus Financial Group's Q3 2020 vs. Q4 2020 Portfolio Holding Changes

Investment firm NewFocus Financial Group, LLC recently released their 13F filings for Q3 2020 and Q4 2020. The comparison table highlights the changes in holdings of various companies, ETFs, and funds. In this blog post, we'll take a deeper look into some of the major changes in the holdings and discuss their potential implications.

Introduction

Investment managers use 13F filings to disclose their stock holdings to the public. It's a quarterly report that provides insights into the portfolio of the investment firm. These reports are particularly useful for investors who are interested in following the actions of successful portfolio managers. In this blog post, we'll analyze the Q3 2020 and Q4 2020 13F filings released by NewFocus Financial Group, LLC. We'll examine how they've changed their holdings and identify some of the key takeaways.

Q3 2020 vs. Q4 2020 Holding Changes

According to the 13F filings, NewFocus Financial Group, LLC increased their holdings in companies like Apple Inc, Vanguard Specialized Funds, and Microsoft Corp. They also decreased their holdings in companies like Lowe's Cos Inc, Ishares TR, and General MLS Inc. Let's take a closer look at some of the changes in holdings.

Apple Inc

NewFocus Financial Group, LLC increased their holdings in Apple Inc from 267,408 shares in Q3 2020 to 274,766 shares in Q4 2020. This represents an increase of 2.75% and an increase in value from $30.969 million to $36.459 million. Apple Inc. continues to be a popular stock amongst investors, and it's not surprising that NewFocus Financial Group, LLC has increased their holdings in the company.

Lowe's Cos Inc

In contrast to Apple Inc, NewFocus Financial Group, LLC decreased their holdings in Lowe's Cos Inc from 54,952 shares in Q3 2020 to 54,107 shares in Q4 2020. This decrease represents a -1.53% change and a decrease in value from $9.114 million to $8.685 million. It's interesting to note that Lowe's Cos Inc has been performing well in the stock market recently, making this decrease in holdings a surprising move by NewFocus Financial Group, LLC.

Vanguard Specialized Funds

NewFocus Financial Group, LLC increased their holdings in Vanguard Specialized Funds from 158,414 shares in Q3 2020 to 156,126 shares in Q4 2020. This represents a decrease of -1.44% and a decrease in value from $20.382 million to $22.040 million. While the decrease in holdings is negligible, it's important to note that Vanguard Specialized Funds is an equity income fund that invests in high dividend-yielding U.S. companies, making it an attractive option for investors looking for steady income.

Conclusion

Investment firms continuously analyze their holdings to ensure that they're keeping up with the changing dynamics of the market. The Q3 2020 vs. Q4 2020 13F filings from NewFocus Financial Group, LLC provide insights into some of the changes in their investment portfolio. From our analysis, it's clear that they have increased their holdings in popular companies like Apple Inc and decreased their holdings in some surprising ones like Lowe's Cos Inc. While these 13F filings provide valuable insights, it should be noted that they only provide a snapshot of the investment portfolio at a specific point in time. It's important to follow up on future 13F filings to get a more complete picture of any ongoing changes in the portfolio.