Liberty Capital Management, Inc. Portfolio Holdings

Liberty Capital Management, Inc.

  • $444 Million
  • Q4 2024

Liberty Capital Management, Inc. has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $444 Million distributed in 159 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $33.6M, Apple Inc. with a value of $23M, Nvidia Corp with a value of $14.9M, Costco Wholesale Corp with a value of $14.8M, and Amazon Com Inc with a value of $13.8M.

Examining the 13F form we can see an decrease of $4.86M in the current position value, from $449M to 444M.

Below you can find more details about Liberty Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $444 Million
ETFs: $120 Million
Technology: $94.6 Million
Healthcare: $46 Million
Financial Services: $42.8 Million
Consumer Cyclical: $39.6 Million
Industrials: $33.5 Million
Consumer Defensive: $29.7 Million
Communication Services: $18.9 Million
Other: $17.1 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$33.6 Million 7.56% of portfolio
115,839
Q4 2024 Added 2.61%
$0
$8.58 Million 1.93% of portfolio
377,908
Q4 2024 Added 192.33%
$0
$6.11 Million 1.38% of portfolio
127,700
Q4 2024 Added 1.18%
$0
$5.74 Million 1.29% of portfolio
79,790
Q4 2024 Added 1.88%
$0
$5.54 Million 1.25% of portfolio
110,515
Q4 2024 Added 2.44%
$0
$4.71 Million 1.06% of portfolio
48,832
Q4 2024 Added 4.88%
$0
$4.42 Million 1.0% of portfolio
158,739
Q4 2024 Added 252.26%
$0
$3.44 Million 0.77% of portfolio
5,839
Q4 2024 Added 11.3%
$0
$3.3 Million 0.74% of portfolio
30,426
Q4 2024 Reduced 0.33%
$0
$3.22 Million 0.73% of portfolio
102,440
Q4 2024 Reduced 7.85%
$0
$2.88 Million 0.65% of portfolio
111,396
Q4 2024 Added 100.72%
$0
$2.69 Million 0.61% of portfolio
145,651
Q4 2024 Added 86.45%
$0
$2.67 Million 0.6% of portfolio
29,924
Q4 2024 Added 0.98%
$0
$2.5 Million 0.56% of portfolio
72,322
Q2 2023 New
$0
$2.18 Million 0.49% of portfolio
45,661
Q2 2024 Reduced 3.19%
$0
$2.05 Million 0.46% of portfolio
42,259
Q4 2024 Added 2.09%
$0
$2 Million 0.45% of portfolio
3,419
Q3 2024 Reduced 2.34%
$0
$1.8 Million 0.41% of portfolio
16,924
Q4 2024 Reduced 3.15%
$0
$1.49 Million 0.34% of portfolio
33,903
Q4 2024 Added 2.42%
$0
$1.5 Million 0.34% of portfolio
60,457
Q2 2023 New
$0
$1.41 Million 0.32% of portfolio
45,673
Q3 2024 Added 0.13%
$0
$1.22 Million 0.28% of portfolio
14,000
Q1 2024 Reduced 17.95%
$0
$1.2 Million 0.27% of portfolio
45,223
Q4 2024 Added 12.2%
$0
$1.16 Million 0.26% of portfolio
44,324
Q4 2024 Added 2.6%
$0
$1.17 Million 0.26% of portfolio
16,425
Q4 2024 Reduced 22.74%
$0
$1.06 Million 0.24% of portfolio
16,643
Q4 2024 Reduced 24.94%
$0
$995,000 0.22% of portfolio
12,260
Q3 2022 New
$0
$938,000 0.21% of portfolio
7,359
Q3 2023 Added 99.92%
$0
$885,000 0.2% of portfolio
15,032
Q4 2024 Reduced 2.98%
$0
$776,000 0.17% of portfolio
10,200
Q3 2022 New
$0
$763,000 0.17% of portfolio
1,493
Q4 2024 Added 0.07%
$0
$618,000 0.14% of portfolio
7,700
Q4 2024 Added 15.15%
$0
$556,000 0.13% of portfolio
24,534
Q4 2024 Added 94.37%
$0
$591,000 0.13% of portfolio
1,473
Q4 2024 Reduced 0.27%
$0
$573,000 0.13% of portfolio
10,305
Q2 2023 New
$0
$577,000 0.13% of portfolio
5,046
Q4 2024 Added 0.2%
$0
$583,000 0.13% of portfolio
27,704
Q4 2024 Reduced 1.22%
$0
$543,000 0.12% of portfolio
4,289
Q3 2024 Reduced 0.23%
$0
$439,000 0.1% of portfolio
10,742
Q2 2023 New
$0
$383,000 0.09% of portfolio
2,833
Q4 2024 Added 0.04%
$0
$373,000 0.08% of portfolio
600
Q3 2024 Reduced 0.83%
$0
$334,000 0.08% of portfolio
1,834
Q4 2023 New
$0
$247,000 0.06% of portfolio
1,251
Q4 2024 Reduced 1.57%
$0
$282,000 0.06% of portfolio
3,625
Q4 2024 Added 11.37%
$0
$253,000 0.06% of portfolio
2,519
Q3 2024 New
$0
$273,000 0.06% of portfolio
8,012
Q4 2024 New
$0
$266,000 0.06% of portfolio
10,312
Q4 2024 Added 100.0%
$0
$273,000 0.06% of portfolio
6,744
Q2 2023 New
$0
$215,000 0.05% of portfolio
4,001
Q4 2024 Reduced 4.24%

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $444 Million
  • Prior Value $449 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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