Cable Hill Partners, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

Cable Hill Partners, LLC, a renowned investment management firm, recently released its Q1 2023 vs. Q2 2023 13F holdings comparison. The 13F form is a quarterly report filed by institutional investment managers with at least $100 million in assets under management. This report provides valuable insights into the changes made to their investment portfolios, including the number of shares held and the value of each position.

Let's dive into the key highlights of the comparison:

DIMENSIONAL ETF TRUST (DFAI) witnessed a 5.3% increase in their holdings, with the number of shares rising from 4,642,781 to 4,820,643. The value of their holdings also saw a positive change, increasing from $125,122,000 to $131,699,000.

BERKSHIRE HATHAWAY INC DEL (BRK-A) saw a substantial increase in their holdings, with the number of shares rising from 56 to 184. The value of their holdings skyrocketed from $26,073,000 to $95,277,000, marking a significant 265.4% change.

VANGUARD INDEX FDS (VTV) experienced a modest 4.8% increase in their holdings, with the number of shares rising from 548,237 to 558,650. The value of their holdings also saw a positive change, increasing from $75,717,000 to $79,384,000.

VANGUARD INDEX FDS (VUG) witnessed a 13.2% increase in their holdings, with the number of shares rising from 208,763 to 208,362. The value of their holdings also saw a significant change, increasing from $52,073,000 to $58,958,000.

DIMENSIONAL ETF TRUST (DFAE) saw a 7% increase in their holdings, with the number of shares rising from 2,201,935 to 2,311,332. The value of their holdings also saw a positive change, increasing from $50,688,000 to $54,223,000.

These changes in holdings highlight the dynamic nature of the investment landscape. Institutional investors constantly analyze the market and make strategic adjustments to their portfolios based on various factors such as market trends, company performance, and risk assessment.

It's interesting to note that some holdings experienced negative changes in this comparison. For example, ISHARES TR (AGG) saw a slight decrease in their holdings, with the number of shares decreasing from 445,368 to 451,210. The value of their holdings also saw a negative change, decreasing from $44,376,000 to $44,196,000, representing a 0.4% change.

Another noteworthy change is the significant growth in holdings for some tech giants. APPLE INC (AAPL) saw a notable increase in their holdings, with the number of shares rising from 67,336 to 62,110. The value of their holdings also increased from $11,103,000 to $12,047,000, marking an 8.5% change. MICROSOFT CORP (MSFT) also experienced positive growth in their holdings, with the number of shares rising from 21,000 to 20,710. The value of their holdings increased from $6,054,000 to $7,052,000, representing a 16.5% change.

In conclusion, Cable Hill Partners, LLC's Q1 2023 vs. Q2 2023 13F holdings comparison reveals the ever-evolving nature of institutional investment portfolios. These changes reflect the strategies employed by investment managers to optimize their portfolios and capitalize on market opportunities. Investors and market enthusiasts can leverage these insights to gain a better understanding of the current investment landscape and make informed decisions accordingly.