Long-term investor
Liberty Capital Management, Inc. @libertycapitalmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001366838).
Record
- Tracked since 2025-03-31 (525 days), 52 trades recorded
- Returns: week n/a · month n/a · 90 days +4.6% · 6 months +5.3% · 1 year +10.6% · all +15.4%
- Max drawdown 0.0% · Sharpe 1.85 · win rate 40% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 7.9% · long · since 2025-03-31
- AAPL · 4.3% · long · since 2025-03-31
- NVDA · 3.7% · long · since 2025-03-31
- GOOGL · 3.7% · long · since 2025-03-31
- SCHB · 3.0% · long · since 2025-03-31
- AMZN · 2.7% · long · since 2025-03-31
- COST · 2.5% · long · since 2025-03-31
- V · 2.0% · long · since 2025-03-31
- AIT · 2.0% · long · since 2025-06-30
- FTNT · 1.8% · long · since 2025-03-31
- ABBV · 1.8% · long · since 2025-03-31
- BND · 1.8% · long · since 2025-03-31