Unio Capital LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison

In the world of finance, keeping track of the performance of funds and their holdings is critical to making sound investment decisions. For institutions and individuals alike, understanding the changes in 13F holdings is an essential part of analyzing the market. In this article, we'll take a closer look at the Q3 2022 vs. Q4 2022 13F holdings of Unio Capital LLC to gain insight into their investment strategy.

Unio Capital LLC is an investment firm with a portfolio that spans multiple industries and sectors. Their holdings include companies such as Microsoft, Intuitive Surgical, and General Motors. In the following sections, we'll analyze their Q3 2022 vs. Q4 2022 13F holdings to gain a better understanding of the changes they made to their portfolio.

Decrease in Holdings

One significant change that occurred in Unio Capital LLC's portfolio was their reduction in holdings for certain companies. Apple Inc, Amazon.com Inc, and Visa Inc saw a reduction in shares. For Apple, there was also a decrease in their value by 9.8%. Amazon.com Inc saw a much more significant decrease in value, dropping by 22.9%. These changes suggest that Unio Capital LLC may be pivoting away from these companies for now.

Increase in Holdings

On the other hand, Unio Capital LLC's holdings in other companies saw an increase in shares and value. Parker-Hannifin Corp had a 14.5% increase in value, while Intuitive Surgical experienced a significant boost in value of 39.1%. Other companies experiencing an increase in value include Analog Devices Inc, Boeing Co, and Marriott International Inc.

New Holdings

Unio Capital LLC also added several new holdings in Q4 2022, such as Canadian Natural Resources Limited and Docusign Inc. While not as major of a change as some of their other holdings, these new additions will diversify their portfolio and potentially lead to future growth.

Concluding Thoughts

In conclusion, Unio Capital LLC's Q3 2022 vs. Q4 2022 13F holdings offer valuable insights into their investment strategy. Their portfolio changes suggest a move away from some companies while increasing investments in others. By analyzing their holdings, investors can gain insight into the healthcare, technology, and financial sectors. As always, investors should do their due diligence before making any investment decisions to ensure that they align with their personal risk tolerance and long-term investment goals.