Laffer Tengler Investments' Q3 2022 vs. Q4 2022: A Detailed Look at the 13F Holdings
Ava Hoppe | 4 May, 2023
Laffer Tengler Investments, a renowned investment firm based in Atlanta, recently released its quarterly report for Q3 2022 and Q4 2022, detailing its 13F holdings. The report sheds light on the changes in the firm's stock portfolio over the last year, revealing some interesting trends and shifts in investment strategies. In this article, we will take a closer look at some of the highlights of the report and analyze what these changes mean for Laffer Tengler Investments.
The report, which covers a total of 69 holdings, shows that Laffer Tengler Investments has increased its total share count by over 20% from 599,569 shares in Q3 to 727,944 shares in Q4. In terms of total value, the firm's holdings increased from $127.2 million to $147.5 million, representing a change of 15.98%. Looking at the individual holdings, we can see that the firm made some significant changes during this period.
One of the most notable changes was the addition of Microsoft Corporation (MSFT) to the portfolio, with the firm increasing its share count by 16.34% to 29,704 shares in Q4. With a total value of $7.12 million, Microsoft now represents 4.82% of the firm's portfolio, making it the second-largest holding after AbbVie Inc. (ABBV). AbbVie, meanwhile, saw its share count increase by 28.89% to 43,480 shares, with a total value of $7.03 million.
Another major addition to the portfolio was Broadcom Inc. (AVGO). The firm increased its share count by a whopping 44.23% to 12,420 shares in Q4, with a total value of $6.94 million. This move has propelled Broadcom to the third-largest holding in the portfolio, representing 4.7% of the total value.
In terms of portfolio weighting, the healthcare sector remains the largest sector, representing 26.07% of the total value. This is followed by the technology sector, with a weighting of 25.75%. The consumer discretionary sector also saw significant growth, with the firm increasing its share count in both Home Depot Inc. (HD) and Wal-Mart Inc. (WMT) by 48.97% and 25.08%, respectively.
The report also revealed that the firm significantly reduced its holdings in Apple Inc. (AAPL), with its share count decreasing by 30.28% to 32,377 shares in Q4. The total value of the holding also decreased by 34.4%, from $6.41 million in Q3 to $4.2 million in Q4. This move has caused Apple to drop from the fifth-largest holding in the portfolio to the tenth-largest.
Overall, the report suggests that Laffer Tengler Investments has made some strategic moves in response to the changing market conditions and the performance of individual stocks. The increase in holdings in the technology and consumer discretionary sectors seems to reflect the firm's confidence in these sectors to continue to perform well in the near future. The reduction in Apple holdings also suggests that the firm may be reconsidering its long-term outlook for the tech giant.
In conclusion, Laffer Tengler Investments' Q3 2022 vs. Q4 2022 report reveals some fascinating insights into the firm's investment strategy and portfolio changes. While some holdings have increased dramatically, others have decreased, underscoring the firm's commitment to staying agile and taking a dynamic approach to investment management. As always, it will be interesting to see how these changes play out in the coming months and whether the firm's investments will continue to outperform the broader market.
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