The Rise and Fall of Anderson Hoagland & Co: A Q4 2022 vs. Q1 2023 13F Holdings Comparison

Investment firms are always on the lookout for ways to maximize their clients' returns. Emotions can often get in the way, leading to poor decision-making and missed opportunities. That's where portfolio analysis comes in. By looking at an investment portfolio as a whole, investment managers can spot patterns and identify where to make changes to optimize performance. Anderson Hoagland & Co is an investment firm that manages more than $1 billion across various strategies. They recently released their 13F holdings for Q4 2022 and Q1 2023, giving us a glimpse into their portfolio management. In this blog post, we'll take a look at the changes in their holdings and what we can learn from them.

The Big Winners

First, let's take a look at the biggest winners in Anderson Hoagland & Co's portfolio. Microsoft Corporation (MSFT) was the clear winner, with a 25.3% increase in shares held from Q4 2022 to Q1 2023. This increase translated to a $7,128,000 increase in the value of their holdings. Next on the list is NVIDIA Corporation (NVDA) with a 36.1% increase in shares held. This increase translated to a $5,038,000 increase in the value of their holdings. Other notable winners include Intuit (INTU) with a 16.6% increase in shares held and Illumina Inc (ILMN) with an 18.5% increase in shares held.

The Big Losers

Not every investment can be a winner, and Anderson Hoagland & Co experienced some losses as well. The biggest loser in their portfolio was Caterpillar Inc (CAT), which saw a 44.4% decrease in shares held from Q4 2022 to Q1 2023. This decrease translated to a $3,728,000 decrease in the value of their holdings. Another notable loser was ISHARES TR (MTUM), which saw a 39.9% decrease in shares held. This decrease translated to a $3,491,000 decrease in the value of their holdings. Other notable losers include Freeport-McMoRan Inc (FCX), which saw a 7.4% decrease in shares held and Ross Stores Inc (ROST), which saw an 8.6% decrease in shares held.

The Takeaway

So, what can we learn from Anderson Hoagland & Co's Q4 2022 vs. Q1 2023 13F holdings comparison? First, it's clear that they have a lot of confidence in Microsoft Corporation and NVIDIA Corporation, as they increased their holdings significantly in these companies. It's also clear that they lost confidence in Caterpillar Inc and ISHARES TR (MTUM), as they decreased their holdings significantly in these companies. Of course, it's important to keep in mind that this is just a snapshot of Anderson Hoagland & Co's portfolio at two points in time. It's possible that they made additional changes throughout the quarter that aren't reflected in the 13F holdings. However, by analyzing their 13F holdings, we can gain some insight into their investment strategy and decision-making process. Whether you're an individual investor or an investment manager, analyzing your portfolio regularly is a must. By spotting trends and identifying opportunities, you can make informed decisions and optimize your returns. Who knows, you might even end up like Anderson Hoagland & Co with a few big winners in your portfolio.