M&R Capital Management Inc has filed its 13F form on April 02, 2024 for Q1 2024 where it was disclosed a total value porftolio of $398 Million distributed in 549 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $29.1M, Berkshire Hathaway Inc Class B with a value of $26.7M, Broadcom Inc. with a value of $26.5M, Alphabet Inc. with a value of $19.4M, and Lowes Companies Inc with a value of $18.1M.
Examining the 13F form we can see an increase of $6.9M in the current position value, from $391M to 398M.
Also it can be appreciated an additional of 16 stocks purchases and 1 closed positions.
Below you can find more details about M&R Capital Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$398 Million
Technology: $92.6 Million
Financial Services: $85.5 Million
Healthcare: $49.3 Million
Consumer Cyclical: $39.2 Million
Communication Services: $32.2 Million
Industrials: $29.3 Million
Consumer Defensive: $28.9 Million
ETFs: $19.8 Million
Other: $21.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions