Liberty Capital Management, Inc. Q2 2023 vs. Q3 2023 13F Holdings Comparison

In the ever-changing landscape of investments, it's crucial to stay up-to-date with the latest trends and shifts in the market. One way to gain valuable insights is by analyzing the quarterly 13F filings of investment management firms. These filings provide a snapshot of the holdings of the firm, allowing investors to see which stocks they're investing in and whether they've made any significant changes to their portfolio.

For this article, we'll focus on Liberty Capital Management, Inc.'s 13F holdings for the second and third quarters of 2023. Liberty Capital Management, Inc. is a renowned investment management firm that specializes in managing diversified portfolios for its clients.

Let's dive into the details and examine the changes that occurred in their portfolio between these two quarters.

Vanguard Index FDS (VTI) - Liberty Capital Management, Inc. increased its holdings in VTI by 24.2% from Q2 to Q3. This increase indicates their bullish sentiment towards VTI and their confidence in its future performance.

Apple Inc (AAPL) - Liberty Capital Management, Inc. slightly decreased its holdings in AAPL by 13.7% from Q2 to Q3. This reduction could reflect their cautious approach to the stock or a reallocation of their resources.

Intuit (INTU) - There was only a minor change in Liberty Capital Management, Inc.'s holdings of INTU, with a 10.1% increase from Q2 to Q3. This relatively stable position suggests they have faith in the stock's performance.

Costco Wholesale Corp New (COST) - Liberty Capital Management, Inc. made a small increase of 5.4% in their holdings of COST from Q2 to Q3. This conservative move may indicate their belief in the long-term potential of COST.

Thermo Fisher Scientific Inc (TMO) - Despite a minor decrease of 2.1% in TMO holdings, Liberty Capital Management, Inc. maintained a significant position in the stock. This could indicate their continued confidence in TMO's prospects.

Danaher Corporation (DHR) - There was a modest increase of 3.6% in DHR holdings from Q2 to Q3. This suggests that Liberty Capital Management, Inc. sees potential in DHR's future growth.

Alphabet Inc (GOOGL) - Liberty Capital Management, Inc. experienced a slight decrease of 8.3% in their holdings of GOOGL. This could be a result of profit-taking or a strategic reallocation of their assets.

Visa Inc (V) - Liberty Capital Management, Inc. reduced its holdings in V by 3.5% from Q2 to Q3. This move might suggest that they have concerns about Visa's short-term performance.

Microsoft Corp (MSFT) - There was a notable decrease of 8.5% in Liberty Capital Management, Inc.'s holdings of MSFT. This reduction could be due to a variety of factors, such as profit-taking or a shift towards other opportunities.

Amazon Com Inc (AMZN) - Liberty Capital Management, Inc. experienced a marginal decrease of 0.9% in their holdings of AMZN. This minor adjustment may reflect their confidence in Amazon's long-term growth potential.

UnitedHealth Group Inc (UNH) - Liberty Capital Management, Inc. increased its holdings in UNH by 4.8% from Q2 to Q3. This suggests their positive outlook on the healthcare sector as a whole.

Home Depot Inc (HD) - There was a minor decrease of 2.4% in Liberty Capital Management, Inc.'s holdings of HD. This could indicate a cautious approach to the stock or a reallocation of resources.

Aflac Inc (AFL) - Liberty Capital Management, Inc. increased its holdings in AFL by 9.9% from Q2 to Q3. This suggests their confidence in Aflac's ability to generate returns for their portfolio.

Cintas Corp (CTAS) - There was a moderate decrease of 3.3% in Cintas Corp holdings from Q2 to Q3. This adjustment could be due to various factors, such as profit-taking or a change in their investment strategy.

Fiserv Inc (FISV) - Liberty Capital Management, Inc. experienced a significant decrease of 9.2% in their holdings of FISV. This might indicate a shift in their focus towards other opportunities.

NVIDIA Corporation (NVDA) - Despite a minor increase of 1.1%, Liberty Capital Management, Inc. maintained a substantial position in NVDA. This suggests their confidence in NVDA's growth potential.

Schwab Strategic TR (SCHB) - Liberty Capital Management, Inc. increased its holdings in SCHB by 11.3% from Q2 to Q3. This indicates their positive sentiment towards the fund.

Constellation Brands Inc (STZ) - There was a modest increase of 3.2% in Liberty Capital Management, Inc.'s holdings of STZ. This suggests they believe in the long-term prospects of Constellation Brands.

The above analysis is just a glimpse into the changes that occurred in Liberty Capital Management, Inc.'s portfolio during Q2 and Q3 of 2023. These changes could be driven by various factors, such as market trends, company performance, and internal investment strategies.

It's important to note that while 13F filings provide valuable insights, they represent a specific point in time and may not fully capture the current holdings of an investment management firm.

As an investor, it's crucial to conduct your own research, consult with financial advisors, and consider your investment goals and risk tolerance before making any investment decisions.

DISCLAIMER: The above analysis is for informational purposes only and should not be considered as financial or investment advice. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.