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Liberty Capital Management, Inc. Top Holdings and 13F Report (2025)

About Liberty Capital Management, Inc.

Investment Activity

  • Liberty Capital Management, Inc. has $450.74 million in total holdings as of December 31, 2024.
  • Liberty Capital Management, Inc. owns shares of 159 different stocks, but just 51 companies or ETFs make up 80% of its holdings.
  • Approximately 5.73% of the portfolio was purchased this quarter.
  • About 1.58% of the portfolio was sold this quarter.
  • This quarter, Liberty Capital Management, Inc. has purchased 160 new stocks and bought additional shares in 49 stocks.
  • Liberty Capital Management, Inc. sold shares of 42 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Apple
$23,002,427
NVIDIA
$14,905,384
Costco Wholesale
$14,828,914
Amazon.com
$13,848,116

Largest New Holdings this Quarter

BLACKROCK INC
$2,382,356 Holding
EMCOR Group
$610,496 Holding
Powell Industries
$563,434 Holding
Tesla
$289,957 Holding

Largest Purchases this Quarter

Schwab US Broad Market ETF
248,635 shares (about $5.64M)
Schwab U.S. Large-Cap Growth ETF
113,676 shares (about $3.17M)
BLACKROCK INC
2,324 shares (about $2.38M)
Tractor Supply
42,701 shares (about $2.27M)
Schwab US Small-Cap ETF
55,899 shares (about $1.45M)

Largest Sales this Quarter

Ulta Beauty
4,811 shares (about $2.09M)
Vanguard FTSE Europe ETF
5,530 shares (about $350.98K)
Vanguard FTSE Pacific ETF
4,835 shares (about $343.47K)
Microsoft
742 shares (about $312.75K)
Fortive
4,003 shares (about $300.23K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLiberty Capital Management, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$33,571,222$854,648 2.6%115,8397.4%ETF
Apple Inc. stock logo
AAPL
Apple
$23,002,427$259,436 -1.1%91,8555.1%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$14,905,384$128,784 -0.9%110,9943.3%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$14,828,914$107,204 -0.7%16,1843.3%Retail/Wholesale
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$13,848,116$9,873 -0.1%63,1213.1%Retail/Wholesale
Intuit Inc. stock logo
INTU
Intuit
$13,199,757$15,713 0.1%21,0022.9%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$11,691,357$112,633 1.0%61,7612.6%Computer and Technology
Visa Inc. stock logo
V
Visa
$11,114,495$4,741 0.0%35,1682.5%Business Services
Fiserv, Inc. stock logo
FI
Fiserv
$10,711,831$19,515 -0.2%52,1462.4%Business Services
Microsoft Co. stock logo
MSFT
Microsoft
$10,649,619$312,753 -2.9%25,2662.4%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$8,937,045$14,782 0.2%22,9752.0%Retail/Wholesale
Cintas Co. stock logo
CTAS
Cintas
$8,866,614$154,382 -1.7%48,5312.0%Business Services
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$8,649,344$15,607 0.2%16,6261.9%Medical
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$8,578,512$5,644,015 192.3%377,9081.9%ETF
Aflac Incorporated stock logo
AFL
Aflac
$8,420,326$18,826 0.2%81,4031.9%Finance
Danaher Co. stock logo
DHR
Danaher
$7,849,462$88,836 -1.1%34,1951.7%Multi-Sector Conglomerates
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$7,108,851$24,281 0.3%14,0531.6%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$6,974,903$18,303 0.3%39,2511.5%Medical
Fortinet, Inc. stock logo
FTNT
Fortinet
$6,404,894$5,952 -0.1%67,7911.4%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$6,175,888$16,540 0.3%25,7641.4%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$6,106,614$71,491 1.2%127,7001.4%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$5,737,699$105,923 1.9%79,7901.3%ETF
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$5,621,679$59,587 -1.0%22,1711.2%Industrial Products
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$5,540,117$131,742 2.4%110,5151.2%ETF
McDonald's Co. stock logo
MCD
McDonald's
$5,227,876$25,510 -0.5%18,0341.2%Retail/Wholesale
Ecolab Inc. stock logo
ECL
Ecolab
$5,157,383$28,353 0.6%22,0101.1%Basic Materials
Constellation Brands, Inc. stock logo
STZ
Constellation Brands
$5,008,533$110,721 2.3%22,6631.1%Consumer Staples
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$4,969,940$31,218 0.6%43,9391.1%Medical
Church & Dwight Co., Inc. stock logo
CHD
Church & Dwight
$4,736,976$2,094 0.0%45,2391.1%Consumer Staples
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$4,713,753$219,123 4.9%48,8321.0%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$4,689,775$106,646 -2.2%24,6261.0%Computer and Technology
Chubb Limited stock logo
CB
Chubb
$4,622,2230.0%16,7291.0%Finance
Stryker Co. stock logo
SYK
Stryker
$4,536,630$380,573 9.2%12,6001.0%Medical
Packaging Co. of America stock logo
PKG
Packaging Co. of America
$4,496,0710.0%19,9711.0%Industrial Products
Fastenal stock logo
FAST
Fastenal
$4,425,3410.0%61,5401.0%Retail/Wholesale
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$4,424,056$3,168,150 252.3%158,7391.0%ETF
RTX Co. stock logo
RTX
RTX
$4,182,237$233,870 5.9%36,1410.9%Aerospace
American Tower Co. stock logo
AMT
American Tower
$4,020,164$92,439 -2.2%21,9190.9%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,437,291$349,086 11.3%5,8390.8%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$3,304,568$10,970 -0.3%30,4260.7%ETF
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$3,220,714$274,188 -7.8%102,4400.7%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$2,880,701$1,445,548 100.7%111,3960.6%ETF
The Progressive Co. stock logo
PGR
Progressive
$2,842,4930.0%11,8630.6%Finance
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$2,833,037$242,772 9.4%9,4290.6%Computer and Technology
Tractor Supply stock logo
TSCO
Tractor Supply
$2,830,751$2,265,715 401.0%53,3500.6%Retail/Wholesale
Fortive Co. stock logo
FTV
Fortive
$2,821,425$300,225 -9.6%37,6190.6%Computer and Technology
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$2,694,544$1,249,398 86.5%145,6510.6%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$2,665,586$25,833 1.0%29,9240.6%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$2,590,019$1,301,560 101.0%14,2340.6%Computer and Technology
DFAC
Dimensional U.S. Core Equity 2 ETF
$2,501,6300.0%72,3220.6%ETF
Otis Worldwide Co. stock logo
OTIS
Otis Worldwide
$2,492,413$15,836 0.6%26,9130.6%Construction
Adobe Inc. stock logo
ADBE
Adobe
$2,431,955$45,357 -1.8%5,4690.5%Computer and Technology
BLACKROCK INC
$2,382,356$2,382,356 New Holding2,3240.5%COM
Intercontinental Exchange, Inc. stock logo
ICE
Intercontinental Exchange
$2,224,7190.0%14,9300.5%Finance
Dimensional National Municipal Bond ETF stock logo
DFNM
Dimensional National Municipal Bond ETF
$2,181,2260.0%45,6610.5%ETF
ASML Holding stock logo
ASML
ASML
$2,155,479$194,062 9.9%3,1100.5%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$2,115,7580.0%4,0180.5%Business Services
Welltower Inc. stock logo
WELL
Welltower
$2,083,150$44,111 2.2%16,5290.5%Finance
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$2,046,181$41,835 2.1%42,2590.5%Manufacturing
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$2,018,566$1,342,095 198.4%73,8860.4%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,003,8170.0%3,4190.4%Finance
Carrier Global Co. stock logo
CARR
Carrier Global
$1,980,223$76,315 4.0%29,0100.4%Computer and Technology
Ulta Beauty, Inc. stock logo
ULTA
Ulta Beauty
$1,962,404$2,092,448 -51.6%4,5120.4%Retail/Wholesale
Walmart Inc. stock logo
WMT
Walmart
$1,930,9600.0%21,3720.4%Retail/Wholesale
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,921,621$216,234 -10.1%12,6370.4%Consumer Staples
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1,854,8350.0%25,8730.4%Utilities
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$1,803,252$58,602 -3.1%16,9240.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,791,3630.0%3,9520.4%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,737,000$77,200 4.7%2,2500.4%Medical
Trimble Inc. stock logo
TRMB
Trimble
$1,718,310$7,561 -0.4%24,3180.4%Industrial Products
Cognizant Technology Solutions Co. stock logo
CTSH
Cognizant Technology Solutions
$1,702,9510.0%22,1450.4%Computer and Technology
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$1,520,1470.0%5,1930.3%Business Services
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$1,502,9540.0%60,4570.3%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$1,493,088$35,276 2.4%33,9030.3%ETF
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$1,405,8150.0%45,6730.3%ETF
Accenture plc stock logo
ACN
Accenture
$1,337,154$32,013 2.5%3,8010.3%Computer and Technology
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$1,237,111$11,143 -0.9%5,8840.3%Medical
SPDR S&P 600 Small CapValue ETF stock logo
SLYV
SPDR S&P 600 Small CapValue ETF
$1,221,5000.0%14,0000.3%ETF
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$1,201,575$130,645 12.2%45,2230.3%ETF
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$1,176,498$7,307 0.6%2,2540.3%Medical
Vanguard FTSE Pacific ETF stock logo
VPL
Vanguard FTSE Pacific ETF
$1,166,797$343,468 -22.7%16,4250.3%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$1,160,846$29,464 2.6%44,3240.3%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$1,124,6680.0%4,5570.2%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,086,164$309,162 39.8%1,8550.2%Computer and Technology
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$1,056,307$350,981 -24.9%16,6430.2%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,047,5440.0%17,6950.2%Computer and Technology
iShares Morningstar U.S. Equity ETF stock logo
ILCB
iShares Morningstar U.S. Equity ETF
$995,0220.0%12,2600.2%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$938,9350.0%7,3590.2%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$892,142$1,718 -0.2%1,5580.2%Finance
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$885,836$27,226 -3.0%15,0320.2%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$864,538$24,441 -2.7%5,9780.2%Medical
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$824,194$53,987 -6.1%20,6100.2%Computer and Technology
iShares Morningstar Mid-Cap ETF stock logo
IMCB
iShares Morningstar Mid-Cap ETF
$776,7300.0%10,2000.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$763,035$511 0.1%1,4930.2%Finance
Emerson Electric Co. stock logo
EMR
Emerson Electric
$740,2340.0%5,9730.2%Industrial Products
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$713,7740.0%4,2580.2%Consumer Staples
The Walt Disney Company stock logo
DIS
Walt Disney
$649,839$88,189 -11.9%5,8360.1%Consumer Discretionary
Maximus, Inc. stock logo
MMS
Maximus
$638,7050.0%8,5560.1%Business Services
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$628,8930.0%20,0540.1%Oils/Energy
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$618,079$81,314 15.1%7,7000.1%ETF

Showing largest 100 holdings. View all holdings.
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