$342 Million is the total value of Liberty Capital Management, Inc.'s 142 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -1,829 | -100.0% | -0.06% | – |
LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -4,305 | -100.0% | -0.15% | – |
MUB | Exit | ISHARES TRnational mun etf | $0 | – | -9,017 | -100.0% | -0.28% | – |
SWKS | Exit | SKYWORKS SOLUTIONS INC | $0 | – | -7,681 | -100.0% | -0.32% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-04
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.