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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$51.7B
$210,000 0.05% of portfolio
1,112
Q3 2024 New
$4.34B
$235,000 0.05% of portfolio
4,384
Q2 2024 New
$0
$226,000 0.05% of portfolio
3,125
Q1 2024 New
$149B
$223,000 0.05% of portfolio
7,729
Q2 2024 Added 7.23%
$39B
$193,000 0.04% of portfolio
18,368
Q2 2023 Reduced 0.81%
$84.4B
$200,000 0.04% of portfolio
8,540
Q3 2024 Reduced 12.13%
$0
$148,000 0.03% of portfolio
16,170
Q3 2023 Reduced 30.72%
$0
$52,000 0.01% of portfolio
10,000
Q3 2022 New
Veralto Corp
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 1.02%
Gabelli Util Tr
-
$0 0.0% of portfolio
-
Q3 2024 New

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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