Apple Inc. (AAPL), General Electric Company (GE), Pfizer Inc. (PFE) & More Stalwarts Loved By Advanced Investment Partners

Next is Time Warner Inc (NYSE:TWX), as the 13F showed the fund reported a stake of 224,856 shares, falling by 58,518 shares from the fourth quarter. The value of the holding, in addition, decreased slightly by 4.56% to $12.936 million. Time Warner Inc (NYSE:TWX)’s trailing P/E of 18.81 is above the sector average, but the stock still exhibits the second lowest forward P/E ratio of its peers at 14.27.

Last but certainly not least, The Home Depot, Inc. (NYSE:HD) rounds out this top five, and as the 13F stated, the fund holds 172,144 shares, a slight decrease from the fourth quarter of 2012. In terms of value, the home improvement retailer’s stock saw the dollar-size of its position fall by 3.59% in Q1 to $11.995 million. Shares trade at a trailing P/E of 25.25, and a forward earnings multiple of 18.45 is somewhat attractive from a value standpoint, as it’s the second lowest mark in The Home Depot, Inc. (NYSE:HD)’s industry. Analysts have a mean recommendation of 2.20 (Hold) for the stock, so we’ll continue to watch it closely.

Final thoughts

This is just one of the funds required to submit a 13F form at the end of the first quarter, and individual investors can benefit from specific strategies if they know where to look; see what we mean. See the original 13F here.

Disclosure: none