Linker Capital Management Inc. recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
5924 TIMBER RIDGE DRIVE PROSPECT, KY 40059-8150
As of the latest 13F report, the guru’s equity portfolio contained 37 stocks valued at a total of $69.00Mil. The top holdings were
According to GuruFocus data, these were Linker Capital Management Inc.’s top five trades of the quarter.
Alphabet Inc
The guru established a new position worth 17,140 shares in NAS:GOOG, giving the stock a 2.59% weight in the equity portfolio. Shares traded for an average price of $111.66 during the quarter.
On 01/30/2023, Alphabet Inc traded for a price of $97.95 per share and a market cap of $1,258.83Bil. The stock has returned -26.54% over the past year.
GuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Alphabet Inc has a price-earnings ratio of 19.45, a price-book ratio of 4.94, a price-earnings-to-growth (PEG) ratio of 0.73, a EV-to-Ebitda ratio of 12.83 and a price-sales ratio of 4.53.
The price-to-GF Value ratio is 0.70, earning the stock a GF Value rank of 10.
Alphabet Inc
The guru established a new position worth 17,140 shares in NAS:GOOGL, giving the stock a 2.58% weight in the equity portfolio. Shares traded for an average price of $110.89 during the quarter.
On 01/30/2023, Alphabet Inc traded for a price of $96.94 per share and a market cap of $1,262.65Bil. The stock has returned -27.30% over the past year.
GuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Alphabet Inc has a price-earnings ratio of 19.25, a price-book ratio of 4.96, a price-earnings-to-growth (PEG) ratio of 0.72, a EV-to-Ebitda ratio of 12.82 and a price-sales ratio of 4.60.
The price-to-GF Value ratio is 0.69, earning the stock a GF Value rank of 10.
Berkshire Hathaway Inc
Linker Capital Management Inc. reduced their investment in NYSE:BRK.A by 859 shares. The trade had a 0.38% impact on the equity portfolio. During the quarter, the stock traded for an average price of $428128.
On 01/30/2023, Berkshire Hathaway Inc traded for a price of $465039.98 per share and a market cap of $675.82Bil. The stock has returned -1.03% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Berkshire Hathaway Inc has a price-book ratio of 1.50, a EV-to-Ebitda ratio of 68.93 and a price-sales ratio of 2.71.
The price-to-GF Value ratio is 1.13, earning the stock a GF Value rank of 3.
Chubb Ltd
The guru established a new position worth 1,032 shares in NYSE:CB, giving the stock a 0.3% weight in the equity portfolio. Shares traded for an average price of $189.89 during the quarter.
On 01/30/2023, Chubb Ltd traded for a price of $226.07 per share and a market cap of $93.83Bil. The stock has returned 16.45% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 7 out of 10.
In terms of valuation, Chubb Ltd has a price-earnings ratio of 15.76, a price-book ratio of 1.97, a price-earnings-to-growth (PEG) ratio of 1.97, a EV-to-Ebitda ratio of 13.50 and a price-sales ratio of 2.28.
The price-to-GF Value ratio is 0.96, earning the stock a GF Value rank of 6.
Bristol-Myers Squibb Co
Linker Capital Management Inc. reduced their investment in NYSE:BMY by 161 shares. The trade had a 0.02% impact on the equity portfolio. During the quarter, the stock traded for an average price of $72.54000000000001.
On 01/30/2023, Bristol-Myers Squibb Co traded for a price of $72.03 per share and a market cap of $153.15Bil. The stock has returned 14.29% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Bristol-Myers Squibb Co has a price-earnings ratio of 23.46, a price-book ratio of 4.69, a price-earnings-to-growth (PEG) ratio of 2.93, a EV-to-Ebitda ratio of 9.59 and a price-sales ratio of 3.39.
The price-to-GF Value ratio is 0.96, earning the stock a GF Value rank of 6.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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