Marble Harbor Investment Counsel Q4 2022 vs. Q1 2023 13F Holdings

Marble Harbor Investment Counsel, LLC is one of the leading investment management firms based in Boston. The firm provides a range of investment services to its clients, including investment strategies, portfolio management, and wealth management. It recently filed its 13F with the SEC, which showed some interesting changes in its holdings between Q4 2022 and Q1 2023.

In this blog post, we'll take a closer look at Marble Harbor Investment Counsel's Q4 2022 vs. Q1 2023 13F holdings comparison. We'll analyze the data provided in the table and provide some insights into the firm's investment strategy.

First, let's take a look at some of the key takeaways from the table.

1. Microsoft Corp (MSFT) remained the top holding for Marble Harbor Investment Counsel in both Q4 2022 and Q1 2023.

2. The firm increased its holdings in Alphabet Inc (GOOGL) by 53.6% between Q4 2022 and Q1 2023.

3. Marble Harbor Investment Counsel decreased its holdings in Pfizer Inc (PFE) by 19.9% between Q4 2022 and Q1 2023.

4. The firm's holdings in Chevron Corp (CVX) decreased by 9.2% between Q4 2022 and Q1 2023.

5. Marble Harbor Investment Counsel had a 101.2% change in holdings in Walt Disney Co (DIS) between Q4 2022 and Q1 2023.

Now, let's take a deeper look at the data to understand Marble Harbor Investment Counsel's investment strategy.

Technology companies continued to dominate the firm's holdings with Microsoft Corp (MSFT), Apple Inc (AAPL), and Alphabet Inc (GOOGL) occupying the top three spots. This is not surprising given the strong performance of the tech sector over the past year.

Marble Harbor Investment Counsel increased its holdings in Alphabet Inc (GOOGL) by 53.6% between Q4 2022 and Q1 2023. This suggests that the firm is bullish on the company's growth prospects and may be looking for long-term gains.

On the other hand, the firm decreased its holdings in Pfizer Inc (PFE) by 19.9% during the same period. This could be due to concerns about the company's future growth potential given the challenges in the pharmaceutical industry.

The firm's holdings in Chevron Corp (CVX) decreased by 9.2% between Q4 2022 and Q1 2023. This suggests that the firm may not be optimistic about the future growth prospects of the oil and gas industry.

Marble Harbor Investment Counsel had a 101.2% change in holdings in Walt Disney Co (DIS) between Q4 2022 and Q1 2023. This is a significant increase and suggests that the firm may be bullish on the company's growth prospects, possibly due to the reopening of theme parks and the expected resurgence of the tourism industry.

In conclusion, Marble Harbor Investment Counsel's Q4 2022 vs. Q1 2023 13F holdings comparison provides some interesting insights into the firm's investment strategy. While technology companies continue to dominate the firm's holdings, there are some notable changes in the holdings of other industries such as pharmaceuticals, oil and gas, and entertainment. It will be interesting to see how these changes play out in the coming months and whether they will have a positive impact on the firm's overall portfolio performance.