$163 Million is the total value of Liberty Capital Management, Inc.'s 98 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CELG | Exit | CELGENE CORP | $0 | – | -2,320 | -100.0% | -0.11% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -2,125 | -100.0% | -0.11% | – |
| CNI | Exit | CANADIAN NATL RY CO | $0 | – | -2,400 | -100.0% | -0.11% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -2,709 | -100.0% | -0.12% | – |
| RYT | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $0 | – | -1,370 | -100.0% | -0.12% | – |
| T | Exit | AT&T INC | $0 | – | -7,297 | -100.0% | -0.13% | – |
| PSX | Exit | PHILLIPS 66 | $0 | – | -2,302 | -100.0% | -0.14% | – |
| FB | Exit | FACEBOOK INCcl a | $0 | – | -2,340 | -100.0% | -0.20% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -3,619 | -100.0% | -3.79% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-24
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.