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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.5 Million 0.56% of portfolio
72,322
Q2 2023 New
$206B
$2.43 Million 0.55% of portfolio
5,469
Q4 2024 Reduced 1.83%
$95.6B
$2.22 Million 0.5% of portfolio
14,930
Q3 2024 Reduced 0.46%
$290B
$2.16 Million 0.49% of portfolio
3,110
Q4 2024 Added 9.89%
$0
$2.18 Million 0.49% of portfolio
45,661
Q2 2024 Reduced 3.19%
$538B
$2.12 Million 0.48% of portfolio
4,018
Q3 2024 Added 2.71%
$70.3B
$2.08 Million 0.47% of portfolio
16,529
Q4 2024 Added 2.16%
$0
$2.05 Million 0.46% of portfolio
42,259
Q4 2024 Added 2.09%
$0
$2.02 Million 0.45% of portfolio
73,886
Q4 2024 Added 198.4%
$0
$2 Million 0.45% of portfolio
3,419
Q3 2024 Reduced 2.34%
$56.2B
$1.98 Million 0.45% of portfolio
29,010
Q4 2024 Added 4.01%
$18.7B
$1.96 Million 0.44% of portfolio
4,512
Q4 2024 Reduced 51.6%
$265B
$1.93 Million 0.43% of portfolio
21,372
Q2 2024 Added 1.95%
$216B
$1.92 Million 0.43% of portfolio
12,637
Q4 2024 Reduced 10.11%
$140B
$1.85 Million 0.42% of portfolio
25,873
Q3 2024 Reduced 5.98%
$0
$1.8 Million 0.41% of portfolio
16,924
Q4 2024 Reduced 3.15%
$857B
$1.74 Million 0.39% of portfolio
2,250
Q4 2024 Added 4.65%
$17.7B
$1.72 Million 0.39% of portfolio
24,318
Q4 2024 Reduced 0.44%
$43.9B
$1.7 Million 0.38% of portfolio
22,145
Q2 2024 Reduced 0.56%
$130B
$1.52 Million 0.34% of portfolio
5,193
Q2 2024 Added 0.97%
$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%
$229B
$1.34 Million 0.3% of portfolio
3,801
Q4 2024 Added 2.45%
$0
$1.22 Million 0.28% of portfolio
14,000
Q1 2024 Reduced 17.95%
$31.1B
$1.24 Million 0.28% of portfolio
5,884
Q4 2024 Reduced 0.89%
$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%
$203B
$1.18 Million 0.26% of portfolio
2,254
Q4 2024 Added 0.63%
$1.48T
$1.09 Million 0.25% of portfolio
1,855
Q4 2024 Added 39.79%
$150B
$1.12 Million 0.25% of portfolio
4,557
Q3 2024 Added 4.42%
$0
$1.06 Million 0.24% of portfolio
16,643
Q4 2024 Reduced 24.94%
$264B
$1.05 Million 0.24% of portfolio
17,695
Q3 2024 Reduced 1.12%
$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%
$210B
$892,000 0.2% of portfolio
1,558
Q4 2024 Reduced 0.19%
$0
$885,000 0.2% of portfolio
15,032
Q4 2024 Reduced 2.98%
$184B
$824,000 0.19% of portfolio
20,610
Q4 2024 Reduced 6.15%
$434B
$864,000 0.19% of portfolio
5,978
Q4 2024 Reduced 2.75%
$70.8B
$740,000 0.17% of portfolio
5,973
Q2 2024 Added 6.17%
$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%
$409B
$713,000 0.16% of portfolio
4,258
Q2 2024 Added 12.53%
$202B
$649,000 0.15% of portfolio
5,836
Q4 2024 Reduced 11.95%
$0
$618,000 0.14% of portfolio
7,700
Q4 2024 Added 15.15%
$72.4B
$628,000 0.14% of portfolio
20,054
Q3 2023 Reduced 18.66%
$4.1B
$638,000 0.14% of portfolio
8,556
Q3 2024 Reduced 3.39%
$19B
$610,000 0.14% of portfolio
1,345
Q4 2024 New

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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