Liberty Capital Management, Inc. Portfolio Holdings

Liberty Capital Management, Inc.

  • $449 Million
  • Q3 2024

Liberty Capital Management, Inc. has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $449 Million distributed in 160 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $32M, Apple Inc. with a value of $21.6M, Costco Wholesale Corp with a value of $14.5M, Nvidia Corp with a value of $13.6M, and Intuit Inc with a value of $13M.

Examining the 13F form we can see an increase of $28.7M in the current position value, from $420M to 449M.

Below you can find more details about Liberty Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $449 Million
ETFs: $122 Million
Technology: $91.7 Million
Healthcare: $51.3 Million
Financial Services: $41.1 Million
Consumer Cyclical: $39.7 Million
Industrials: $34.8 Million
Consumer Defensive: $30.3 Million
Communication Services: $16.7 Million
Other: $19.5 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.91T
$21.6 Million 4.82% of portfolio
92,891
Q3 2024 Reduced 1.94%
$406B
$14.5 Million 3.22% of portfolio
16,301
Q3 2024 Added 0.69%
$360B
$13.6 Million 3.03% of portfolio
111,953
Q3 2024 Reduced 0.57%
$2.28T
$11.8 Million 2.62% of portfolio
63,166
Q3 2024 Added 0.56%
$3.16T
$11.2 Million 2.49% of portfolio
26,008
Q3 2024 Reduced 0.02%
$208B
$10.3 Million 2.29% of portfolio
16,596
Q3 2024 Reduced 0.13%
$1.15T
$10.1 Million 2.26% of portfolio
61,166
Q3 2024 Added 0.38%
$515B
$9.67 Million 2.16% of portfolio
35,183
Q3 2024 Added 1.25%
$398B
$9.29 Million 2.07% of portfolio
22,937
Q3 2024 Added 1.95%
$480B
$8.19 Million 1.82% of portfolio
14,005
Q3 2024 Added 0.04%
$320B
$7.73 Million 1.72% of portfolio
39,148
Q3 2024 Reduced 0.04%
$217B
$5.52 Million 1.23% of portfolio
18,122
Q3 2024 Added 0.07%
$714B
$5.42 Million 1.21% of portfolio
25,695
Q3 2024 Reduced 0.3%
$1.18T
$4.21 Million 0.94% of portfolio
25,186
Q2 2024 Reduced 0.88%
$200B
$2.88 Million 0.64% of portfolio
5,571
Q3 2024 Added 0.22%
$206B
$2.39 Million 0.53% of portfolio
14,059
Q3 2024 Reduced 2.69%
$497B
$1.98 Million 0.44% of portfolio
4,018
Q3 2024 Added 2.71%
$743B
$1.9 Million 0.42% of portfolio
2,150
Q3 2024 Added 5.65%
$590B
$1.82 Million 0.41% of portfolio
3,952
Q3 2024 Added 3.78%
$246B
$1.73 Million 0.38% of portfolio
21,372
Q2 2024 Added 1.95%
$223B
$1.31 Million 0.29% of portfolio
3,710
Q3 2024 Added 11.01%
$377B
$996,000 0.22% of portfolio
6,147
Q3 2024 Reduced 1.6%
$242B
$941,000 0.21% of portfolio
17,695
Q3 2024 Reduced 1.12%
$1.36T
$759,000 0.17% of portfolio
1,327
Q3 2024 Added 10.31%
$391B
$737,000 0.16% of portfolio
4,258
Q2 2024 Added 12.53%
$203B
$637,000 0.14% of portfolio
6,628
Q3 2024 Added 4.61%
$251B
$560,000 0.12% of portfolio
4,932
Q2 2024 Added 14.94%
$267B
$294,000 0.07% of portfolio
4,104
Q3 2024 Reduced 4.98%
$450B
$311,000 0.07% of portfolio
2,655
Q2 2024 Reduced 5.68%
$289B
$262,000 0.06% of portfolio
1,780
Q3 2024 Reduced 13.55%

Summary

  • Portfolio
  • No. of Stocks 160
  • Current Value $449 Million
  • Prior Value $420 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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