Diamant Asset Management, Inc. Q1 2023 vs. Q2 2023 13F Holdings Comparison

Introduction:

In the world of finance and investments, keeping track of changes in holdings is crucial for investors and fund managers. The Securities and Exchange Commission (SEC) requires institutional investment managers with assets under management of $100 million or more to file a quarterly report, known as Form 13F. This report provides insights into the portfolio holdings of these managers, allowing investors to make informed decisions.

In this article, we will analyze the Q1 2023 and Q2 2023 13F holdings of Diamant Asset Management, Inc. and highlight the changes in their portfolio. By gaining insights into these changes, investors can better understand the investment strategies employed by Diamant Asset Management, Inc.

Diamant Asset Management, Inc. Q1 2023 vs. Q2 2023 13F Holdings Comparison:

Diamant Asset Management, Inc. is an institutional investment manager with significant assets under management. Their 13F filings provide a glimpse into the companies and sectors they are investing in. Let's take a closer look at the changes in their portfolio from Q1 2023 to Q2 2023.

Technology Giants:

One of the notable holdings in Diamant Asset Management, Inc.'s portfolio is Apple Inc. (AAPL). While the number of shares remained relatively stable between Q1 and Q2, there was a slight increase in the value of these holdings. Microsoft Corp. (MSFT) is another tech giant with a consistent number of shares and a modest increase in value.

Financial Services:

Diamant Asset Management, Inc. also holds significant shares in Visa Inc. (V), a prominent player in the payment processing industry. The number of shares increased slightly from Q1 to Q2, resulting in a small uptick in the overall value of the holdings. It's worth noting that Visa Inc. remains a strong bet for the fund.

Consumer Staples:

In the consumer staples sector, Pepsico Inc. (PEP) stands out as a key holding for Diamant Asset Management, Inc. The number of shares increased from Q1 to Q2, indicating a positive sentiment towards the company. Similarly, Costco Wholesale Corp New (COST) experienced a slight increase in the number of shares and overall value.

Industrial Sector:

Diamant Asset Management, Inc. shows a significant interest in the industrial sector, as evidenced by their holdings in companies like Lincoln Electric Holdings Inc (LECO) and Raytheon Technologies Corp (RTX). Both companies had a consistent number of shares between Q1 and Q2, with a slight increase in overall value.

Pharmaceuticals and Healthcare:

Johnson & Johnson (JNJ) and Merck & Co Inc (MRK) are two major pharmaceutical companies present in Diamant Asset Management, Inc.'s portfolio. While the number of shares remained steady between the two quarters, there was a positive change in the overall value of these holdings. This indicates a positive sentiment towards the pharmaceutical sector.

Conclusion:

Diamant Asset Management, Inc.'s 13F holdings report for Q1 2023 vs. Q2 2023 provides valuable insights into their investment strategy. With notable holdings in technology, financial services, consumer staples, the industrial sector, and pharmaceuticals, it is clear that Diamant Asset Management, Inc. has a diverse portfolio.

It is crucial for investors to keep an eye on these changes in holdings to understand the strategies employed by institutional investment managers like Diamant Asset Management, Inc. By analyzing their holdings, investors can gain insights into potential investment opportunities and make informed decisions.

Disclaimer: The information provided in this article is for educational purposes only and should not be considered as financial advice. It is important to conduct thorough research and consult with a professional advisor before making any investment decisions.