$171 Million is the total value of Liberty Capital Management, Inc.'s 108 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
RYT | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $403,000 | – | 2,545 | +100.0% | 0.24% | – |
RYH | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $284,000 | – | 1,553 | +100.0% | 0.17% | – |
RYF | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $251,000 | – | 5,934 | +100.0% | 0.15% | – |
FB | New | FACEBOOK INCcl a | $242,000 | – | 1,244 | +100.0% | 0.14% | – |
RCD | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql dis | $234,000 | – | 2,256 | +100.0% | 0.14% | – |
QQQ | New | INVESCO QQQ TRunit ser 1 | $215,000 | – | 1,250 | +100.0% | 0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-07-17
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
INTUIT COM | 44 | Q2 2024 | 4.3% |
VISA INC COM CL A | 44 | Q2 2024 | 3.7% |
DANAHER CORPORATION | 44 | Q2 2024 | 3.4% |
COSTCO WHSL CORP NEW COM | 44 | Q2 2024 | 3.3% |
FISERV INC COM | 44 | Q2 2024 | 3.2% |
HOME DEPOT INC COM | 44 | Q2 2024 | 3.1% |
ILLINOIS TOOL WKS INC COM | 44 | Q2 2024 | 3.0% |
CONSTELLATION BRANDS INC CL A | 44 | Q2 2024 | 3.6% |
CHURCH & DWIGHT INC COM | 44 | Q2 2024 | 2.7% |
ECOLAB INC COM | 44 | Q2 2024 | 2.1% |
View Liberty Capital Management, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-20 |
13F-HR | 2024-07-29 |
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 |
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.