Analyzing Martin Capital Partners' Q4 2022 vs. Q1 2023 13F Holdings

Investing in the stock market is a great way to increase your wealth, but picking the right stocks can seem like navigating through a minefield. For this reason, many investors turn to professional fund managers to make investment decisions on their behalf. One such fund is Martin Capital Partners, LLC, which is known for its savvy investment strategies.

As a publicly traded company, Martin Capital Partners is required to file quarterly reports on its holdings through the Securities and Exchange Commission. These reports, called 13F filings, detail the company's holdings of publicly traded securities. In this blog post, we will examine the changes in holdings of Martin Capital Partners' 13F from Q4 2022 to Q1 2023.

Unilever PLC, JP Morgan Chase, and Texas Instruments Inc topped the list of Martin Capital Partners' holdings in both Q4 2022 and Q1 2023, with slight increases in the number of shares held. In contrast, holdings of Intel Corp, Citizens Financial Group Inc, Mitsubishi UFJ Financial ADR, and VF Corp saw a dramatic decrease, with zero shares held in Q1 2023.

Other holdings that experienced minor changes included Merck & Co, Verizon Communications, Johnson & Johnson Co, Cisco Systems Inc, General Dynamics Corp, Amgen Inc, Microsoft Corp, Chevron Corp, MSC Industrial Direct, United Parcel Service, and Coca Cola Co, among others.

Interestingly, in Q1 2023, Martin Capital Partners added Comcast Corp Cl A to its holdings with 167,851 shares. Meanwhile, T. Rowe Price Group was dropped with zero shares held.

Finally, it's worth noting that the holdings of the SPDR Dividend Aristocrats ETF (SDY) experienced a significant decrease in terms of shares held, dropping from 15,730 to 4,267.

In conclusion, analyzing changes in fund holdings can provide valuable insights for investors who are deciding which stocks to buy or sell. While Martin Capital Partners made significant changes to its holdings, the top holdings remained relatively stable, indicating a commitment to reliable investments.