$182 Million is the total value of Liberty Capital Management, Inc.'s 275 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TEX | New | TEREX CORP NEW COMstock | $1,378,000 | – | 30,051 | +100.0% | 0.76% | – |
| MFC | New | MANULIFE FINL CORP COMstock | $330,000 | – | 16,028 | +100.0% | 0.18% | – |
| VIG | New | VANGUARD DIVIDEND APPRECIATION INDEX FUNDetf | $330,000 | – | 3,392 | +100.0% | 0.18% | – |
| VNQ | New | VANGUARD REIT ETFetf | $148,000 | – | 1,770 | +100.0% | 0.08% | – |
| SCHM | New | SCHWAB U.S. MID-CAP ETFetf | $128,000 | – | 2,500 | +100.0% | 0.07% | – |
| VOT | New | VANGUARD MID-CAP GROWTH INDEX FUNDetf | $76,000 | – | 607 | +100.0% | 0.04% | – |
| VOE | New | VANGUARD MID-CAP VALUE INDEX FUNDetf | $68,000 | – | 629 | +100.0% | 0.04% | – |
| SKT | New | TANGER FACTORY OUTLET CTRS INC COMreit | $53,000 | – | 2,111 | +100.0% | 0.03% | – |
| PFF | New | ISHARES U.S. PREFERRED STOCK ETFetf | $32,000 | – | 836 | +100.0% | 0.02% | – |
| NUGT | New | DIREXION DAILY GOLD MINERS BULL 3X SHARESetf | $29,000 | – | 900 | +100.0% | 0.02% | – |
| MLPI | New | UBS E-TRACS ALERIAN MLP INFRASTRUCTURE ETNetf | $18,000 | – | 770 | +100.0% | 0.01% | – |
| CSX | New | CSX CORP COMstock | $13,000 | – | 245 | +100.0% | 0.01% | – |
| SNAP | New | SNAP INC CL Astock | $5,000 | – | 340 | +100.0% | 0.00% | – |
| SHPG | New | SHIRE PLC SPONSORED ADRadr | $0 | – | 0 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-10-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INTUIT COM | 41 | Q3 2023 | 4.3% |
| VISA INC COM CL A | 41 | Q3 2023 | 3.7% |
| DANAHER CORPORATION | 41 | Q3 2023 | 3.4% |
| COSTCO WHSL CORP NEW COM | 41 | Q3 2023 | 3.2% |
| FISERV INC COM | 41 | Q3 2023 | 3.2% |
| HOME DEPOT INC COM | 41 | Q3 2023 | 3.1% |
| ILLINOIS TOOL WKS INC COM | 41 | Q3 2023 | 3.0% |
| CONSTELLATION BRANDS INC CL A | 41 | Q3 2023 | 3.6% |
| CHURCH & DWIGHT INC COM | 41 | Q3 2023 | 2.7% |
| ECOLAB INC COM | 41 | Q3 2023 | 2.1% |
View Liberty Capital Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-23 |
| 13F-HR/A | 2022-11-09 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-05-04 |
View Liberty Capital Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.