Top 5 4th Quarter Trades of Starfox Financial Services, LLC

Starfox Financial Services, LLC 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.

10077 GROGAN'S MILL ROAD THE WOODLANDS, TX 77380

As of the latest 13F report, the guru’s equity portfolio contained 25 stocks valued at a total of $100.00Mil. The top holdings were VTI(16.10%), IEF(13.27%), and SPY(10.84%).

According to GuruFocus data, these were Starfox Financial Services, LLC’s top five trades of the quarter.

iShares 20 Year Treasury Bond ETF


Starfox Financial Services, LLC reduced their investment in NAS:TLT by 78,536 shares. The trade had a 7.85% impact on the equity portfolio. During the quarter, the stock traded for an average price of $100.06.

On 02/08/2023, iShares 20+ Year Treasury Bond ETF traded for a price of $104.56 per share and a market cap of $30.55Bil. The stock has returned -22.52% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

Merck & Co Inc


The guru established a new position worth 2,306 shares in NYSE:MRK, giving the stock a 0.26% weight in the equity portfolio. Shares traded for an average price of $102.22 during the quarter.

On 02/08/2023, Merck & Co Inc traded for a price of $105.91 per share and a market cap of $268.52Bil. The stock has returned 40.85% over the past year.

GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, Merck & Co Inc has a price-earnings ratio of 18.55, a price-book ratio of 6.03, a price-earnings-to-growth (PEG) ratio of 2.44, a EV-to-Ebitda ratio of 14.26 and a price-sales ratio of 4.53.

The price-to-GF Value ratio is 0.99, earning the stock a GF Value rank of 6.

Berkshire Hathaway Inc


The guru established a new position worth 760 shares in NYSE:BRK.B, giving the stock a 0.23% weight in the equity portfolio. Shares traded for an average price of $296.98 during the quarter.

On 02/08/2023, Berkshire Hathaway Inc traded for a price of $311.36 per share and a market cap of $687.15Bil. The stock has returned -2.92% 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 1.52, a EV-to-Ebitda ratio of 69.54 and a price-sales ratio of 2.74.

The price-to-GF Value ratio is 1.15, earning the stock a GF Value rank of 3.

SLB


The guru established a new position worth 4,025 shares in NYSE:SLB, giving the stock a 0.21% weight in the equity portfolio. Shares traded for an average price of $49.8 during the quarter.

On 02/08/2023, SLB traded for a price of $54.16 per share and a market cap of $76.92Bil. The stock has returned 40.91% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 6 out of 10.

In terms of valuation, SLB has a price-earnings ratio of 22.57, a price-book ratio of 4.35, a EV-to-Ebitda ratio of 13.35 and a price-sales ratio of 2.76.

The price-to-GF Value ratio is 1.45, earning the stock a GF Value rank of 1.

INVESCO QQQ Trust


Starfox Financial Services, LLC reduced their investment in NAS:QQQ by 742 shares. The trade had a 0.19% impact on the equity portfolio. During the quarter, the stock traded for an average price of $275.95.

On 02/08/2023, INVESCO QQQ Trust traded for a price of $306.82 per share and a market cap of $162.02Bil. The stock has returned -13.68% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, INVESCO QQQ Trust has a price-earnings ratio of 25.65 and a price-book ratio of 5.94.


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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