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Liberty Capital Management

Latest statistics and disclosures from Liberty Capital Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, AAPL, NVDA, GOOGL, AMZN, and represent 22.13% of Liberty Capital Management's stock portfolio.
Added to shares of these 10 stocks: NFLX, AVDV, SCHB, IJH, BND, SCHD, IWF, TRMB, IWM, SCHF.
Started 5 new stock positions in NVS, VTV, IJH, USB, Comerica Incorporated.
Reduced shares in these 10 stocks: VTI, NVDA, VXUS, MSFT, INTU, PPG, CVS, SYK, PEP, FI.
Sold out of its positions in CVS, PPG.
Liberty Capital Management was a net buyer of stock by $3.3M.
Liberty Capital Management has $537M in assets under management (AUM), dropping by 1.07%.
Central Index Key (CIK): 0001366838

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Portfolio Holdings for Liberty Capital Management

Liberty Capital Management holds 180 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	7.6	$41M		122k	335.27	View chart
Apple (AAPL)	4.4	$24M		87k	271.86	View chart
NVIDIA Corporation (NVDA)	3.8	$21M	-2%	110k	186.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.5	$19M		61k	313.00	View chart
Amazon (AMZN)	2.8	$15M		65k	230.82	View chart
Costco Wholesale Corporation (COST)	2.5	$14M		16k	862.34	View chart
Intuit (INTU)	2.5	$14M	-2%	20k	662.42	View chart
Visa Com Cl A (V)	2.3	$12M		35k	350.71	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.2	$12M	+4%	446k	26.23	View chart
Microsoft Corporation (MSFT)	2.2	$12M	-3%	24k	483.62	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.8	$9.8M	+5%	133k	74.07	View chart
Thermo Fisher Scientific (TMO)	1.8	$9.8M		17k	579.45	View chart
Abbvie (ABBV)	1.8	$9.6M		42k	228.49	View chart
AFLAC Incorporated (AFL)	1.7	$9.0M		82k	110.27	View chart
Cintas Corporation (CTAS)	1.7	$8.9M		48k	188.07	View chart
Applied Industrial Technologies (AIT)	1.7	$8.9M		35k	256.77	View chart
JPMorgan Chase & Co. (JPM)	1.6	$8.6M		27k	322.22	View chart
Ishares Tr National Mun Etf (MUB)	1.6	$8.5M		79k	107.11	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.5	$8.2M	+2%	132k	62.47	View chart
Home Depot (HD)	1.5	$8.0M		23k	344.10	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.5	$7.9M		78k	101.98	View chart
Alphabet Cap Stk Cl C (GOOG)	1.4	$7.6M		24k	313.80	View chart
Danaher Corporation (DHR)	1.4	$7.6M		33k	228.92	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.4	$7.5M		230k	32.62	View chart
Raytheon Technologies Corp (RTX)	1.3	$7.0M		38k	183.40	View chart
Abbott Laboratories (ABT)	1.1	$6.1M		49k	125.29	View chart
Ecolab (ECL)	1.1	$6.0M	+3%	23k	262.52	View chart
McDonald's Corporation (MCD)	1.1	$5.9M		19k	305.63	View chart
Illinois Tool Works (ITW)	1.0	$5.5M		22k	246.30	View chart
Fortinet (FTNT)	1.0	$5.4M		69k	79.41	View chart
UnitedHealth (UNH)	1.0	$5.3M		16k	330.11	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$5.3M	+5%	219k	24.04	View chart
Chubb (CB)	1.0	$5.2M		17k	312.12	View chart
Fastenal Company (FAST)	0.9	$4.9M		123k	40.13	View chart
Stryker Corporation (SYK)	0.9	$4.6M	-5%	13k	351.46	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$4.1M	-2%	6.1k	684.92	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.8	$4.1M	+3%	3.9k	1069.86	View chart
Packaging Corporation of America (PKG)	0.8	$4.1M		20k	206.23	View chart
American Tower Reit (AMT)	0.8	$4.1M		23k	175.57	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.7	$3.9M		137k	28.48	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.7	$3.8M		33k	113.72	View chart
Church & Dwight (CHD)	0.7	$3.7M		44k	83.85	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$3.7M	+11%	135k	27.43	View chart
Palo Alto Networks (PANW)	0.7	$3.6M	+3%	20k	184.20	View chart
Fiserv (FI)	0.6	$3.2M	-6%	48k	67.17	View chart
Blackrock (BLK)	0.6	$3.2M	+6%	3.0k	1070.34	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.6	$3.1M		100k	30.96	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.6	$3.1M		62k	49.46	View chart
Tractor Supply Company (TSCO)	0.6	$3.0M	+2%	61k	50.01	View chart
Welltower Inc Com reit (WELL)	0.6	$3.0M		16k	185.61	View chart
Otis Worldwide Corp (OTIS)	0.6	$3.0M		34k	87.35	View chart
Cadence Design Systems (CDNS)	0.5	$2.9M		9.4k	312.58	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$2.9M	-6%	33k	88.49	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.5	$2.9M		72k	39.59	View chart
Trimble Navigation (TRMB)	0.5	$2.8M	+12%	36k	78.35	View chart
Progressive Corporation (PGR)	0.5	$2.7M		12k	227.72	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.5	$2.7M		4.4k	605.01	View chart
Powell Industries (POWL)	0.5	$2.6M	+4%	8.1k	318.78	View chart
Eli Lilly & Co. (LLY)	0.5	$2.6M		2.4k	1074.68	View chart
Wal-Mart Stores (WMT)	0.5	$2.5M		22k	111.41	View chart
Intercontinental Exchange (ICE)	0.5	$2.4M		15k	161.96	View chart
Emcor (EME)	0.5	$2.4M	+5%	4.0k	611.79	View chart
Mastercard Incorporated Cl A (MA)	0.4	$2.3M		4.1k	570.88	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$2.3M		3.4k	681.96	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$2.3M	+14%	45k	50.29	View chart
Meta Platforms Cl A (META)	0.4	$2.2M	+6%	3.4k	660.12	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.4	$2.2M		24k	90.40	View chart
Veeva Sys Cl A Com (VEEV)	0.4	$2.2M	+13%	9.8k	223.23	View chart
Nextera Energy (NEE)	0.4	$2.1M		26k	80.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$2.1M		4.2k	502.65	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.4	$2.0M		24k	83.61	View chart
Constellation Brands Cl A (STZ)	0.4	$2.0M	-8%	15k	137.96	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.4	$2.0M	-6%	53k	38.00	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.4	$2.0M		61k	32.73	View chart
Carrier Global Corporation (CARR)	0.3	$1.9M	+2%	35k	52.84	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.3	$1.8M		22k	83.00	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.3	$1.8M		55k	33.08	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.8M		34k	53.76	View chart
Adobe Systems Incorporated (ADBE)	0.3	$1.7M		4.9k	349.99	View chart
Pepsi (PEP)	0.3	$1.6M	-13%	11k	143.52	View chart
Cisco Systems (CSCO)	0.3	$1.6M		20k	77.03	View chart
Goldman Sachs (GS)	0.3	$1.4M		1.6k	879.00	View chart
Fortive (FTV)	0.3	$1.3M	-2%	24k	55.21	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$1.3M		9.3k	143.52	View chart
Automatic Data Processing (ADP)	0.2	$1.3M		5.2k	257.23	View chart
Intuitive Surgical Com New (ISRG)	0.2	$1.3M		2.3k	566.36	View chart
Johnson & Johnson (JNJ)	0.2	$1.3M		6.2k	206.95	View chart
Spdr Series Trust State Street Spd (SLYV)	0.2	$1.3M		14k	90.97	View chart
Monolithic Power Systems (MPWR)	0.2	$1.2M	+13%	1.3k	906.36	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.2	$1.2M		12k	94.38	View chart
Netflix (NFLX)	0.2	$1.1M	+1179%	12k	93.76	View chart
Lowe's Companies (LOW)	0.2	$1.1M		4.5k	241.16	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$994k	-34%	13k	75.44	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$955k		1.6k	614.42	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$940k	+150%	10k	93.97	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$868k	+69%	1.8k	473.30	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$865k	+12%	10k	83.75	View chart
Verizon Communications (VZ)	0.2	$846k		21k	40.73	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.2	$844k		10k	82.73	View chart
Emerson Electric (EMR)	0.2	$827k		6.2k	132.72	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$778k	+34%	5.7k	136.94	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$752k		5.2k	143.33	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$725k	+13%	35k	20.89	View chart
Procter & Gamble Company (PG)	0.1	$676k	-6%	4.7k	143.32	View chart
Maximus (MMS)	0.1	$661k	-10%	7.7k	86.32	View chart
American Electric Power Company (AEP)	0.1	$657k		5.7k	115.31	View chart
Enterprise Products Partners (EPD)	0.1	$643k		20k	32.06	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$634k		1.6k	396.31	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$614k		10k	59.54	View chart
Apollo Global Mgmt (APO)	0.1	$582k	+14%	4.0k	144.76	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$569k		15k	37.40	View chart
Walt Disney Company (DIS)	0.1	$566k	-14%	5.0k	113.77	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$541k		23k	23.37	View chart
Merck & Co (MRK)	0.1	$534k	-6%	5.1k	105.26	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$532k	+133%	2.2k	246.16	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$517k	NEW	7.8k	66.00	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$501k		11k	46.59	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$478k		6.0k	80.22	View chart
Lockheed Martin Corporation (LMT)	0.1	$472k		975.00	483.67	View chart
Booking Holdings (BKNG)	0.1	$461k		86.00	5355.33	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$452k	-19%	600.00	753.78	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$448k		15k	30.07	View chart
Terex Corporation (TEX)	0.1	$446k		8.4k	53.38	View chart
Northern Trust Corporation (NTRS)	0.1	$440k		3.2k	136.59	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.1	$438k		24k	17.96	View chart
Edwards Lifesciences (EW)	0.1	$430k		5.0k	85.25	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$403k		1.8k	219.78	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$400k		2.8k	141.17	View chart
Fidelity National Financial Com Shs (FNF)	0.1	$387k		7.1k	54.59	View chart
Parker-Hannifin Corporation (PH)	0.1	$387k		440.00	878.96	View chart
Chevron Corporation (CVX)	0.1	$373k		2.4k	152.41	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$371k		14k	26.49	View chart
Exxon Mobil Corporation (XOM)	0.1	$366k		3.0k	120.34	View chart
Travelers Companies (TRV)	0.1	$364k		1.3k	290.06	View chart
International Business Machines (IBM)	0.1	$363k		1.2k	296.21	View chart
Phillips 66 (PSX)	0.1	$358k		2.8k	129.04	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$356k		8.0k	44.41	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$347k	+22%	11k	32.89	View chart
Blackrock Util & Infrastrctu (BUI)	0.1	$336k	-29%	13k	25.69	View chart
Tesla Motors (TSLA)	0.1	$325k		723.00	449.72	View chart
3M Company (MMM)	0.1	$318k		2.0k	160.10	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$316k		6.7k	46.80	View chart
Coca-Cola Company (KO)	0.1	$302k		4.3k	69.91	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$299k		7.0k	42.87	View chart
SYSCO Corporation (SYY)	0.1	$294k		4.0k	73.69	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$281k		4.0k	70.98	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$272k	-14%	8.4k	32.57	View chart
Air Products & Chemicals (APD)	0.0	$267k	-3%	1.1k	247.02	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$263k	-2%	3.3k	79.73	View chart
Microchip Technology (MCHP)	0.0	$263k		4.1k	63.72	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$259k		1.2k	211.79	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$258k		2.5k	102.39	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$255k		3.0k	84.64	View chart
ConocoPhillips (COP)	0.0	$254k		2.7k	93.61	View chart
Norfolk Southern (NSC)	0.0	$251k		869.00	288.72	View chart
Capital One Financial (COF)	0.0	$247k		1.0k	242.36	View chart
Duke Energy Corp Com New (DUK)	0.0	$247k		2.1k	117.21	View chart
Ford Motor Company (F)	0.0	$241k		18k	13.12	View chart
Gartner (IT)	0.0	$240k		951.00	252.28	View chart
Southern Company (SO)	0.0	$239k		2.7k	87.20	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$239k	NEW	1.3k	190.99	View chart
T. Rowe Price (TROW)	0.0	$238k		2.3k	102.38	View chart
Starbucks Corporation (SBUX)	0.0	$238k		2.8k	84.21	View chart
Constellation Energy (CEG)	0.0	$238k		674.00	353.27	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$236k		4.7k	49.90	View chart
Allstate Corporation (ALL)	0.0	$232k		1.1k	208.15	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$231k		7.0k	32.75	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.0	$230k		4.4k	52.41	View chart
United Parcel Service CL B (UPS)	0.0	$228k	-23%	2.3k	99.19	View chart
Wec Energy Group (WEC)	0.0	$227k	-18%	2.1k	105.46	View chart
Broadcom (AVGO)	0.0	$221k		638.00	346.10	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.0	$213k	+2%	5.2k	41.27	View chart
Ralliant Corp (RAL)	0.0	$212k	-21%	4.2k	50.91	View chart
Veralto Corp Com Shs (VLTO)	0.0	$209k	-7%	2.1k	99.78	View chart
Us Bancorp Del Com New (USB)	0.0	$209k	NEW	3.9k	53.36	View chart
Comerica Incorporated	0.0	$209k	NEW	2.4k	86.93	View chart
Novartis Sponsored Adr (NVS)	0.0	$204k	NEW	1.5k	137.87	View chart
Eaton Vance Risk Managed Diversified (ETJ)	0.0	$125k	-12%	14k	8.82	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$121k		11k	10.72	View chart
Gabelli Utility Trust (GUT)	0.0	$60k		10k	6.03	View chart

Past Filings by Liberty Capital Management

SEC 13F filings are viewable for Liberty Capital Management going back to 2010

Liberty Capital Management 2025 Q4 filed Jan. 26, 2026
Liberty Capital Management 2025 Q3 filed Nov. 6, 2025
Liberty Capital Management 2025 Q2 filed July 18, 2025
Liberty Capital Management 2025 Q1 filed April 16, 2025
Liberty Capital Management 2024 Q4 filed Jan. 28, 2025
Liberty Capital Management 2024 Q3 filed Oct. 22, 2024
Liberty Capital Management 2024 Q2 filed July 29, 2024
Liberty Capital Management 2024 Q1 filed April 11, 2024
Liberty Capital Management 2023 Q4 filed Jan. 24, 2024
Liberty Capital Management 2023 Q3 filed Oct. 18, 2023
Liberty Capital Management 2023 Q2 filed July 25, 2023
Liberty Capital Management 2023 Q1 filed April 11, 2023
Liberty Capital Management 2022 Q4 filed Jan. 23, 2023
Liberty Capital Management 2022 Q3 restated filed Nov. 9, 2022
Liberty Capital Management 2022 Q3 filed Nov. 8, 2022
Liberty Capital Management 2022 Q2 filed July 25, 2022

View all past filings

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