$223 Million is the total value of Liberty Capital Management, Inc.'s 121 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $997,000 | – | 11,412 | +100.0% | 0.45% | – |
| BSV | New | VANGUARD BD INDEX FD INCshort trm bond | $878,000 | – | 10,905 | +100.0% | 0.39% | – |
| AMJ | New | JPMORGAN CHASE & COalerian ml etn | $713,000 | – | 28,404 | +100.0% | 0.32% | – |
| VPL | New | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $706,000 | – | 10,689 | +100.0% | 0.32% | – |
| VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $704,000 | – | 12,823 | +100.0% | 0.32% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $491,000 | – | 2,935 | +100.0% | 0.22% | – |
| IEMG | New | ISHARES INCcore msci emkt | $410,000 | – | 7,972 | +100.0% | 0.18% | – |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $408,000 | – | 4,536 | +100.0% | 0.18% | – |
| VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $319,000 | – | 4,250 | +100.0% | 0.14% | – |
| KO | New | COCA COLA CO | $250,000 | – | 4,907 | +100.0% | 0.11% | – |
| SBUX | New | STARBUCKS CORP | $223,000 | – | 2,660 | +100.0% | 0.10% | – |
| MDT | New | MEDTRONIC PLC | $207,000 | – | 2,125 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-07-15
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.