Liberty Capital Management, Inc. Top Holdings and 13F Report (2024) About Liberty Capital Management, Inc.Investment ActivityLiberty Capital Management, Inc. has $451.96 million in total holdings as of September 30, 2024.Liberty Capital Management, Inc. owns shares of 160 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 2.81% of the portfolio was purchased this quarter.About 0.85% of the portfolio was sold this quarter.This quarter, Liberty Capital Management, Inc. has purchased 157 new stocks and bought additional shares in 53 stocks.Liberty Capital Management, Inc. sold shares of 39 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $31,965,878Apple $21,643,650Costco Wholesale $14,451,163NVIDIA $13,595,584Intuit $13,026,717 Largest New Holdings this Quarter iShares 0-5 Year TIPS Bond ETF $255,225 HoldingWEC Energy Group $239,103 HoldingSouthern $219,137 HoldingSchwab Emerging Markets Equity ETF $218,471 HoldingAllstate $210,891 Holding Largest Purchases this Quarter Cintas 36,980 shares (about $7.61M)Schwab US Small-Cap ETF 9,895 shares (about $509.59K)Vanguard Total Bond Market ETF 5,095 shares (about $382.69K)iShares 0-5 Year TIPS Bond ETF 2,519 shares (about $255.23K)Vanguard Total Stock Market ETF 857 shares (about $242.67K) Largest Sales this Quarter Apple 1,836 shares (about $427.79K)NextEra Energy 1,645 shares (about $139.05K)iShares Preferred and Income Securities ETF 3,262 shares (about $108.40K)NVIDIA 638 shares (about $77.48K)PepsiCo 389 shares (about $66.15K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLiberty Capital Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$31,965,878$242,668 ▲0.8%112,8907.1%ETFAAPLApple$21,643,650$427,789 ▼-1.9%92,8914.8%Computer and TechnologyCOSTCostco Wholesale$14,451,163$98,404 ▲0.7%16,3013.2%Retail/WholesaleNVDANVIDIA$13,595,584$77,479 ▼-0.6%111,9533.0%Computer and TechnologyINTUIntuit$13,026,717$100,602 ▲0.8%20,9772.9%Computer and TechnologyAMZNAmazon.com$11,769,721$65,029 ▲0.6%63,1662.6%Retail/WholesaleMSFTMicrosoft$11,191,242$1,721 ▼0.0%26,0082.5%Computer and TechnologyTMOThermo Fisher Scientific$10,265,788$13,609 ▼-0.1%16,5962.3%MedicalCTASCintas$10,165,531$7,613,442 ▲298.3%49,3762.2%Industrial ProductsGOOGLAlphabet$10,144,381$38,477 ▲0.4%61,1662.2%Computer and TechnologyVVisa$9,673,566$119,603 ▲1.3%35,1832.1%Business ServicesDHRDanaher$9,614,488$160,974 ▲1.7%34,5822.1%Multi-Sector ConglomeratesFIFiserv$9,385,096$37,188 ▲0.4%52,2412.1%Business ServicesHDHome Depot$9,294,072$177,478 ▲1.9%22,9372.1%Retail/WholesaleAFLAflac$9,080,508$65,738 ▼-0.7%81,2212.0%FinanceSCHBSchwab US Broad Market ETF$8,599,240$12,639 ▼-0.1%129,2731.9%ETFUNHUnitedHealth Group$8,188,443$3,508 ▲0.0%14,0051.8%MedicalABBVAbbVie$7,730,947$3,160 ▼0.0%39,1481.7%MedicalVEAVanguard FTSE Developed Markets ETF$6,664,886$51,701 ▲0.8%126,2051.5%ETFBNDVanguard Total Bond Market ETF$5,882,390$382,685 ▲7.0%78,3171.3%ETFITWIllinois Tool Works$5,871,940$43,504 ▼-0.7%22,4061.3%Industrial ProductsSTZConstellation Brands$5,710,901$2,835 ▲0.0%22,1621.3%Consumer StaplesECLEcolab$5,588,918$10,469 ▲0.2%21,8891.2%Basic MaterialsMCDMcDonald's$5,518,330$3,959 ▲0.1%18,1221.2%Retail/WholesaleVTEBVanguard Tax-Exempt Bond ETF$5,515,183$116,605 ▲2.2%107,8871.2%ETFJPMJPMorgan Chase & Co.$5,418,048$16,447 ▼-0.3%25,6951.2%FinanceFTNTFortinet$5,262,078$22,567 ▲0.4%67,8541.2%Computer and TechnologyAMTAmerican Tower$5,214,693$23,721 ▼-0.5%22,4231.2%FinanceABTAbbott Laboratories$4,978,019$6,157 ▲0.1%43,6631.1%MedicalCBChubb$4,824,476$15,285 ▼-0.3%16,7291.1%FinanceCHDChurch & Dwight$4,739,522$57,701 ▼-1.2%45,2591.0%Consumer StaplesSCHGSchwab U.S. Large-Cap Growth ETF$4,694,663$75,843 ▲1.6%45,0631.0%ETFAVUVAvantis U.S. Small Cap Value ETF$4,467,624$192,188 ▲4.5%46,5621.0%ETFFASTFastenal$4,395,1870.0%61,5401.0%Retail/WholesalePKGPackaging Co. of America$4,301,7530.0%19,9711.0%Industrial ProductsGOOGAlphabet$4,210,8470.0%25,1860.9%Computer and TechnologySYKStryker$4,170,024$108,739 ▲2.7%11,5430.9%MedicalRTXRTX$4,133,979$10,904 ▲0.3%34,1200.9%AerospacePFFiShares Preferred and Income Securities ETF$3,693,880$108,396 ▼-2.9%111,1610.8%ETFULTAUlta Beauty$3,627,766$45,138 ▲1.3%9,3230.8%Retail/WholesaleIJSiShares S&P Small-Cap 600 Value ETF$3,286,5370.0%30,5270.7%ETFFTVFortive$3,285,224$22,653 ▲0.7%41,6220.7%Computer and TechnologySCHFSchwab International Equity ETF$3,212,130$17,887 ▲0.6%78,1160.7%ETFTSCOTractor Supply$3,098,114$99,207 ▲3.3%10,6490.7%Retail/WholesaleIVViShares Core S&P 500 ETF$3,025,9980.0%5,2460.7%ETFPGRProgressive$3,010,355$52,782 ▼-1.7%11,8630.7%FinanceVNQVanguard Real Estate ETF$2,886,896$25,231 ▼-0.9%29,6340.6%ETFADBEAdobe$2,884,552$6,213 ▲0.2%5,5710.6%Computer and TechnologySCHASchwab US Small-Cap ETF$2,858,096$509,593 ▲21.7%55,4970.6%ETFOTISOtis Worldwide$2,779,563$6,029 ▲0.2%26,7420.6%ConstructionDFACDimensional U.S. Core Equity 2 ETF$2,479,9340.0%72,3220.5%ETFPANWPalo Alto Networks$2,420,286$122,023 ▲5.3%7,0810.5%Computer and TechnologyICEIntercontinental Exchange$2,398,355$11,084 ▼-0.5%14,9300.5%FinancePEPPepsiCo$2,390,776$66,151 ▼-2.7%14,0590.5%Consumer StaplesASMLASML$2,358,098$92,491 ▲4.1%2,8300.5%Computer and TechnologyCDNSCadence Design Systems$2,336,550$41,197 ▲1.8%8,6210.5%Computer and TechnologyCARRCarrier Global$2,245,027$25,515 ▲1.1%27,8920.5%Computer and TechnologyDFNMDimensional National Municipal Bond ETF$2,216,3850.0%45,6610.5%ETFNEENextEra Energy$2,187,045$139,052 ▼-6.0%25,8730.5%UtilitiesSCHDSchwab US Dividend Equity ETF$2,093,047$24,767 ▲1.2%24,7610.5%ETFWELLWelltower$2,071,3970.0%16,1790.5%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,041,187$57,446 ▼-2.7%41,3950.5%ManufacturingMAMastercard$1,984,088$52,343 ▲2.7%4,0180.4%Business ServicesSPYSPDR S&P 500 ETF Trust$1,961,517$47,044 ▼-2.3%3,4190.4%FinanceLLYEli Lilly and Company$1,904,771$101,883 ▲5.7%2,1500.4%MedicalMUBiShares National Muni Bond ETF$1,898,201$12,167 ▲0.6%17,4740.4%ETFBRK.BBerkshire Hathaway$1,818,948$66,277 ▲3.8%3,9520.4%FinanceWMTWalmart$1,725,7890.0%21,3720.4%Retail/WholesaleCTSHCognizant Technology Solutions$1,709,1510.0%22,1450.4%Computer and TechnologyVPLVanguard FTSE Pacific ETF$1,666,5330.0%21,2600.4%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,632,9360.0%60,4570.4%ETFVWOVanguard FTSE Emerging Markets ETF$1,583,9310.0%33,1020.4%ETFVGKVanguard FTSE Europe ETF$1,576,473$10,452 ▼-0.7%22,1730.3%ETFTRMBTrimble$1,516,548$28,189 ▲1.9%24,4250.3%Industrial ProductsADPAutomatic Data Processing$1,437,0590.0%5,1930.3%Business ServicesDFSVDimensional US Small Cap Value ETF$1,406,728$1,879 ▲0.1%45,6730.3%ETFACNAccenture$1,311,411$130,081 ▲11.0%3,7100.3%Computer and TechnologyVEEVVeeva Systems$1,245,998$20,357 ▲1.7%5,9370.3%Computer and TechnologyLOWLowe's Companies$1,234,263$52,274 ▲4.4%4,5570.3%Retail/WholesaleDFEMDimensional Emerging Markets Core Equity 2 ETF$1,216,052$35,159 ▲3.0%43,1990.3%ETFSLYVSPDR S&P 600 Small CapValue ETF$1,215,4800.0%14,0000.3%ETFDISVDimensional International Small Cap Value ETF$1,171,292$36,732 ▲3.2%40,3060.3%ETFISRGIntuitive Surgical$1,100,445$122,818 ▲12.6%2,2400.2%MedicalVXUSVanguard Total International Stock ETF$1,003,082$130,451 ▲14.9%15,4940.2%ETFJNJJohnson & Johnson$996,183$16,206 ▼-1.6%6,1470.2%MedicalVZVerizon Communications$986,2240.0%21,9600.2%Computer and TechnologyILCBiShares Morningstar U.S. Equity ETF$971,3600.0%12,2600.2%ETFVYMVanguard High Dividend Yield ETF$943,4240.0%7,3590.2%ETFCSCOCisco Systems$941,728$10,644 ▼-1.1%17,6950.2%Computer and TechnologyMMSMaximus$797,077$27,948 ▼-3.4%8,5560.2%Business ServicesIMCBiShares Morningstar Mid-Cap ETF$775,4040.0%10,2000.2%ETFGSThe Goldman Sachs Group$772,8670.0%1,5610.2%FinanceMETAMeta Platforms$759,660$70,986 ▲10.3%1,3270.2%Computer and TechnologyPGProcter & Gamble$737,4040.0%4,2580.2%Consumer StaplesQQQInvesco QQQ$728,4060.0%1,4920.2%FinanceEMREmerson Electric$653,2670.0%5,9730.1%Industrial ProductsSCHHSchwab U.S. REIT ETF$649,826$3,058 ▼-0.5%28,0460.1%ETFDISWalt Disney$637,547$28,087 ▲4.6%6,6280.1%Consumer DiscretionaryVSSVanguard FTSE All-World ex-US Small-Cap ETF$634,335$126 ▼0.0%5,0360.1%ETFBUIBlackRock Utilities, Infrastructure & Power Opportunities Trust$632,6680.0%25,4800.1%Financial ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.