Davidson Investment Advisors Q3 2022 vs. Q4 2022 13F Holdings Comparison

Investing in the stock market is not an easy task, as it requires good knowledge about the companies and their financial standing. Investors frequently rely on the holdings of well-known investment firms that have a proven track record of success. One such firm is Davidson Investment Advisors. In this blog, we will compare the 13F holdings of the firm for Q3 and Q4 of 2022.

First, let's understand what 13F filings are. The Securities and Exchange Commission (SEC) requires hedge funds and other institutional investors with over $100 million in assets to file a quarterly report, called a 13F filing, that lists all of their equity holdings. One of the benefits of analyzing these reports is to determine the investment patterns of big players.

Let's now talk about the changes in holdings of Davidson Investment Advisors in Q3 and Q4 of 2022. The company's holdings decreased from $1,191,780,000 to $1,129,049,000 over the two quarters. The percentage change is -5.3%.

The report reveals some interesting shifts in Davidson Investment Advisors' portfolio, including several holdings that have been added or reduced. The company reduced its holdings in Apple Inc. by 7%, which accounts for the largest percentage change among its holdings. The firm has also reduced its holdings in Amazon.com Inc. by almost 25%, indicating a loss of confidence in the e-commerce giant's future growth potential.

On the other hand, it has increased its holdings in Horizon Therapeutics by close to 95%, indicating a bullish outlook on the stock's future. They have also increased their holdings in iShares TR by more than 20%.

Looking at individual stocks, Microsoft Corp remains the largest holding with 212,638 shares. This is followed by Alphabet Inc and Amazon.com Inc with 493,765 and 433,890 shares, respectively.

Davidson Investment Advisors' portfolio is well-diversified with holdings in various sectors, including technology, healthcare, finance, and energy. Some of the leading holdings in these sectors are Microsoft Corp, Medtronic PLC, Goldman Sachs Group, and Chevron Corp.

In conclusion, despite the changes in holdings, Davidson Investment Advisors remains bullish on the stock market. They have made some notable adjustments to their portfolio, reducing their holdings in some leading stocks and increasing their holdings in others. Investors can use this information as a guide when considering their investment decisions.

Overall, we should keep in mind that 13F filings cannot be used as a sole basis for investment decision making, as they are subject to change, and there may always be certain risks involved in the stock market.