Investment Firm Amussen Hunsaker Associates LLC's Q3 2022 vs. Q4 2022 Fund Holdings Comparison

Investment firms have been filing their latest 13F reports with the Securities and Exchange Commission (SEC), revealing their latest holdings. The purpose of these reports is to showcase where these firms invest their clients' money, providing insight into the top companies in which they hold shares.

Amussen Hunsaker Associates LLC, a prominent investment firm, recently filed their Q4 2022 13F report, which was compared to their Q3 2022 report to track any significant changes in holdings. In this article, we'll discuss the top holdings for Amussen Hunsaker Associates LLC, the changes made between the two quarters, and what these changes might mean for the company.

Top Holdings for Amussen Hunsaker Associates LLC

Looking at the Q3 2022 report, some of the top holdings for Amussen Hunsaker Associates LLC included Berkshire Hathaway Inc Del (BRK-B), Apple Inc (AAPL), and Microsoft Corp (MSFT). Others included Johnson & Johnson (JNJ), American Express Co (AXP), and Bank America Corp (BAC).

Moving onto the Q4 2022 report, these companies remain some of the top holdings. However, there are a few significant changes to report. Amazon.com Inc (AMZN), for instance, was sold off by Amussen Hunsaker Associates LLC, with their Q3 2022 holding of 281,085 shares dropping to just 203,247 shares in Q4 2022. The value of these shares also dropped by 46%. Meanwhile, Raytheon Technologies Corp (RTX) saw increased investment, with holdings rising from 151,066 shares in Q3 to 150,145 shares in Q4.

Other changes included a drop in holdings for Healthequity Inc (HQY) and Meta Platforms Inc (META) by 60.9% and 50.1%, respectively. On the other hand, companies such as NVIDIA Corporation (NVDA) and PDS Biotechnology Corp (PDSB) saw an increase in shares held.

What These Changes Might Mean for Amussen Hunsaker Associates LLC

As is evident from the changes in the Q4 2022 report, Amussen Hunsaker Associates LLC made some significant changes to their portfolio in the final quarter of the year. Companies like Amazon.com Inc were sold off, while others like Raytheon Technologies Corp saw more investment.

It's worth noting that while these 13F reports provide valuable insight into where investment firms hold their clients' money, they don't tell the full story. For example, some companies may hold shares in these top companies through other means not disclosed in the report. Additionally, some changes may be due to a shift in strategy rather than a reflection of market sentiment.

Nonetheless, these reports are worth examining to gain an understanding of how top investment firms are positioning themselves in the market. These reports can also provide valuable information to individual investors looking to make their own investment decisions.

Conclusion

Amussen Hunsaker Associates LLC's Q4 2022 13F report has revealed some significant changes in the company's holdings. While companies like Berkshire Hathaway Inc Del and Microsoft Corp remain some of the top holdings, others like Amazon.com Inc were sold off. This could be due to a shift in investment strategy rather than a reflection of market sentiment, but it's worth examining nonetheless.

As always, it's essential to conduct your own research and analysis before making any investment decisions. These reports offer a good starting point for exploring the market, but they shouldn't be your sole point of reference.