$231 Million is the total value of Liberty Capital Management, Inc.'s 116 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CLX | New | CLOROX CO DEL | $1,964,000 | – | 8,952 | +100.0% | 0.85% | – |
| MUB | New | ISHARES TRnational mun etf | $1,128,000 | – | 9,775 | +100.0% | 0.49% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $850,000 | – | 6,320 | +100.0% | 0.37% | – |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $768,000 | – | 16,141 | +100.0% | 0.33% | – |
| BND | New | VANGUARD BD INDEX FD INCtotal bnd mrkt | $745,000 | – | 8,430 | +100.0% | 0.32% | – |
| ADBE | New | ADOBE INC | $717,000 | – | 1,646 | +100.0% | 0.31% | – |
| VTEB | New | VANGUARD MUN BD FD INCtax exempt bd | $302,000 | – | 5,574 | +100.0% | 0.13% | – |
| VSS | New | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $281,000 | – | 2,911 | +100.0% | 0.12% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $241,000 | – | 6,074 | +100.0% | 0.10% | – |
| MCHP | New | MICROCHIP TECHNOLOGY INC | $210,000 | – | 1,991 | +100.0% | 0.09% | – |
| RYT | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $204,000 | – | 1,025 | +100.0% | 0.09% | – |
| SIRI | New | SIRIUS XM HLDGS INC | $175,000 | – | 29,736 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-22
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.