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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, COST, and represent 21.35% of Liberty Capital Management's stock portfolio.
Added to shares of these 10 stocks: MUB (+$7.0M), BND, NFLX, EME, MPWR, VTI, AVUV, VTIP, APO, SCHF.
Started 6 new stock positions in DFAE, APO, SHYG, NFLX, AVGO, CVS.
Reduced shares in these 10 stocks: VTEB, DFNM, , STZ, FTV, DHR, COST, USB, AAPL, RAL.
Sold out of its positions in DFNM, USB, ACN.
Liberty Capital Management was a net buyer of stock by $11M.
Liberty Capital Management has $531M in assets under management (AUM), dropping by 7.20%.
Central Index Key (CIK): 0001366838

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Portfolio Holdings for Liberty Capital Management

Liberty Capital Management holds 177 positions in its portfolio as reported in the September 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		123k	328.17	View chart
Apple (AAPL)	4.2	$22M		88k	254.63	View chart
NVIDIA Corporation (NVDA)	4.0	$21M		113k	186.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.8	$15M		61k	243.10	View chart
Costco Wholesale Corporation (COST)	2.8	$15M		16k	925.63	View chart
Intuit (INTU)	2.7	$14M		21k	682.91	View chart
Amazon (AMZN)	2.7	$14M		65k	219.57	View chart
Microsoft Corporation (MSFT)	2.4	$13M		25k	517.95	View chart
Visa Com Cl A (V)	2.2	$12M		34k	341.38	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.1	$11M	+2%	426k	25.71	View chart
Cintas Corporation (CTAS)	1.8	$9.7M		48k	205.26	View chart
Abbvie (ABBV)	1.8	$9.7M		42k	231.54	View chart
Home Depot (HD)	1.8	$9.5M		23k	405.19	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.8	$9.4M	+26%	127k	74.37	View chart
AFLAC Incorporated (AFL)	1.7	$9.1M		82k	111.70	View chart
Applied Industrial Technologies (AIT)	1.7	$9.1M		35k	261.05	View chart
JPMorgan Chase & Co. (JPM)	1.6	$8.3M		26k	315.43	View chart
Ishares Tr National Mun Etf (MUB)	1.6	$8.3M	+506%	78k	106.49	View chart
Thermo Fisher Scientific (TMO)	1.5	$8.2M	+2%	17k	485.02	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.4	$7.7M		128k	59.92	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.4	$7.7M	+8%	77k	99.53	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.4	$7.2M	+2%	226k	31.91	View chart
Fiserv (FI)	1.2	$6.6M		51k	128.93	View chart
Danaher Corporation (DHR)	1.2	$6.6M	-6%	33k	198.26	View chart
Abbott Laboratories (ABT)	1.2	$6.4M	+3%	48k	133.94	View chart
Raytheon Technologies Corp (RTX)	1.2	$6.4M		38k	167.33	View chart
Ecolab (ECL)	1.1	$6.1M		22k	273.86	View chart
Fastenal Company (FAST)	1.1	$6.0M		123k	49.04	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$5.9M		24k	243.55	View chart
McDonald's Corporation (MCD)	1.1	$5.9M		19k	303.89	View chart
Illinois Tool Works (ITW)	1.1	$5.8M		22k	260.76	View chart
Fortinet (FTNT)	1.1	$5.7M		68k	84.08	View chart
UnitedHealth (UNH)	1.0	$5.4M	+6%	16k	345.30	View chart
Stryker Corporation (SYK)	1.0	$5.1M	+6%	14k	369.66	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.9	$4.8M	+9%	207k	23.28	View chart
Chubb (CB)	0.9	$4.7M		17k	282.25	View chart
American Tower Reit (AMT)	0.8	$4.4M	+2%	23k	192.32	View chart
Packaging Corporation of America (PKG)	0.8	$4.3M		20k	217.93	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$4.1M	+2%	6.2k	669.28	View chart
Church & Dwight (CHD)	0.7	$3.9M		45k	87.63	View chart
Palo Alto Networks (PANW)	0.7	$3.9M	+5%	19k	203.62	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.7	$3.7M	+2%	134k	27.90	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.7	$3.7M	+3%	33k	110.59	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.7	$3.6M	+12%	3.7k	968.09	View chart
Tractor Supply Company (TSCO)	0.6	$3.4M		60k	56.87	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$3.3M	+2%	121k	27.30	View chart
Cadence Design Systems (CDNS)	0.6	$3.3M		9.3k	351.26	View chart
Blackrock (BLK)	0.6	$3.3M	+2%	2.8k	1165.87	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$3.2M	+8%	35k	91.42	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.6	$3.2M		100k	31.62	View chart
Otis Worldwide Corp (OTIS)	0.6	$3.1M	+8%	34k	91.43	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.6	$3.1M	+23%	61k	50.63	View chart
Progressive Corporation (PGR)	0.6	$2.9M		12k	246.95	View chart
Welltower Inc Com reit (WELL)	0.5	$2.9M		16k	178.14	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.5	$2.8M		72k	38.57	View chart
Trimble Navigation (TRMB)	0.5	$2.6M	+4%	32k	81.65	View chart
Veeva Sys Cl A Com (VEEV)	0.5	$2.6M	+5%	8.7k	297.91	View chart
Intercontinental Exchange (ICE)	0.5	$2.5M		15k	168.48	View chart
Emcor (EME)	0.5	$2.4M	+41%	3.7k	649.54	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.5	$2.4M		4.4k	546.75	View chart
Powell Industries (POWL)	0.4	$2.4M	+18%	7.8k	304.81	View chart
Mastercard Incorporated Cl A (MA)	0.4	$2.3M		4.1k	568.81	View chart
Meta Platforms Cl A (META)	0.4	$2.3M	+14%	3.2k	734.41	View chart
Wal-Mart Stores (WMT)	0.4	$2.3M	+5%	22k	103.06	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$2.3M		3.4k	666.17	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.4	$2.2M	+12%	25k	87.84	View chart
Constellation Brands Cl A (STZ)	0.4	$2.2M	-28%	16k	134.67	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$2.1M		4.2k	502.74	View chart
Carrier Global Corporation (CARR)	0.4	$2.1M	+21%	34k	59.70	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.4	$2.0M	+10%	57k	35.69	View chart
Nextera Energy (NEE)	0.4	$2.0M		27k	75.49	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$2.0M	-67%	40k	50.07	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.4	$2.0M	+14%	25k	79.80	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.4	$1.9M		61k	31.38	View chart
Eli Lilly & Co. (LLY)	0.3	$1.8M		2.4k	763.00	View chart
Pepsi (PEP)	0.3	$1.8M		13k	140.44	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.8M	-5%	33k	54.18	View chart
Adobe Systems Incorporated (ADBE)	0.3	$1.8M	+20%	5.0k	352.75	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.3	$1.7M	+7%	55k	32.07	View chart
Automatic Data Processing (ADP)	0.3	$1.5M		5.2k	293.50	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.3	$1.5M		22k	67.07	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$1.5M	+30%	20k	73.46	View chart
Cisco Systems (CSCO)	0.3	$1.4M	+10%	20k	68.42	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$1.3M	+28%	9.4k	140.95	View chart
Goldman Sachs (GS)	0.2	$1.3M		1.6k	796.35	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.2	$1.2M		14k	88.65	View chart
Fortive (FTV)	0.2	$1.2M	-27%	25k	48.99	View chart
Johnson & Johnson (JNJ)	0.2	$1.2M		6.2k	185.42	View chart
Netflix (NFLX)	0.2	$1.1M	NEW	949.00	1198.92	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.2	$1.1M		12k	92.42	View chart
Lowe's Companies (LOW)	0.2	$1.1M		4.5k	251.31	View chart
Monolithic Power Systems (MPWR)	0.2	$1.1M	+184%	1.2k	920.64	View chart
Intuitive Surgical Com New (ISRG)	0.2	$1.0M		2.3k	447.23	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$949k	+5%	1.6k	600.52	View chart
Verizon Communications (VZ)	0.2	$912k		21k	43.95	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.2	$847k		10k	83.05	View chart
Emerson Electric (EMR)	0.2	$818k	+2%	6.2k	131.18	View chart
Maximus (MMS)	0.1	$782k		8.6k	91.37	View chart
Procter & Gamble Company (PG)	0.1	$773k	+16%	5.0k	153.64	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$770k		9.2k	84.11	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$750k		5.3k	142.55	View chart
Walt Disney Company (DIS)	0.1	$668k		5.8k	114.50	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$661k	+2%	31k	21.57	View chart
American Electric Power Company (AEP)	0.1	$641k		5.7k	112.50	View chart
Enterprise Products Partners (EPD)	0.1	$627k		20k	31.27	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$604k		4.2k	142.41	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$600k		10k	58.21	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$574k	+24%	15k	37.78	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$558k	+17%	1.6k	355.47	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$556k	+24%	745.00	746.63	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$543k	-7%	23k	23.47	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$506k	-26%	1.1k	468.41	View chart
Lockheed Martin Corporation (LMT)	0.1	$487k	-2%	975.00	499.21	View chart
Blackrock Util & Infrastrctu (BUI)	0.1	$486k		19k	26.17	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$480k		11k	44.69	View chart
Apollo Global Mgmt (APO)	0.1	$469k	NEW	3.5k	133.27	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$466k		6.0k	78.34	View chart
Booking Holdings (BKNG)	0.1	$464k	-4%	86.00	5399.27	View chart
Merck & Co (MRK)	0.1	$454k	+3%	5.4k	83.93	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$442k		15k	29.64	View chart
Northern Trust Corporation (NTRS)	0.1	$434k		3.2k	134.60	View chart
Fidelity National Financial Com Shs (FNF)	0.1	$429k		7.1k	60.49	View chart
Terex Corporation (TEX)	0.1	$429k		8.4k	51.30	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.1	$416k		24k	17.06	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$401k		2.8k	141.52	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$396k		1.8k	215.79	View chart
Edwards Lifesciences (EW)	0.1	$392k		5.0k	77.77	View chart
Chevron Corporation (CVX)	0.1	$380k		2.4k	155.29	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$377k		14k	26.95	View chart
Phillips 66 (PSX)	0.1	$377k		2.8k	136.02	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$355k	+33%	4.0k	89.03	View chart
Travelers Companies (TRV)	0.1	$350k		1.3k	279.22	View chart
International Business Machines (IBM)	0.1	$345k		1.2k	282.16	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$343k		8.0k	42.79	View chart
Exxon Mobil Corporation (XOM)	0.1	$343k		3.0k	112.75	View chart
Parker-Hannifin Corporation (PH)	0.1	$334k		440.00	758.15	View chart
SYSCO Corporation (SYY)	0.1	$329k		4.0k	82.34	View chart
Tesla Motors (TSLA)	0.1	$322k		723.00	444.72	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$309k		6.7k	45.76	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$309k	NEW	9.8k	31.53	View chart
3M Company (MMM)	0.1	$308k		2.0k	155.18	View chart
Air Products & Chemicals (APD)	0.1	$305k		1.1k	272.72	View chart
Wec Energy Group (WEC)	0.1	$304k		2.6k	114.59	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$302k	NEW	7.0k	43.30	View chart
Coca-Cola Company (KO)	0.1	$289k	+10%	4.4k	66.32	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$274k	+13%	8.6k	31.84	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$271k		3.4k	79.93	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$270k		4.0k	68.12	View chart
Microchip Technology (MCHP)	0.0	$265k		4.1k	64.22	View chart
PPG Industries (PPG)	0.0	$262k		2.5k	105.11	View chart
Southern Company (SO)	0.0	$261k		2.8k	94.77	View chart
Norfolk Southern (NSC)	0.0	$261k		869.00	300.41	View chart
Duke Energy Corp Com New (DUK)	0.0	$261k		2.1k	123.75	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$260k		2.5k	103.36	View chart
CVS Caremark Corporation (CVS)	0.0	$260k	NEW	3.5k	75.39	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$258k		1.2k	208.71	View chart
ConocoPhillips (COP)	0.0	$257k		2.7k	94.59	View chart
United Parcel Service CL B (UPS)	0.0	$251k		3.0k	83.53	View chart
Gartner (IT)	0.0	$250k	-7%	951.00	262.87	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$247k		3.0k	82.58	View chart
Veralto Corp Com Shs (VLTO)	0.0	$243k		2.3k	106.61	View chart
Starbucks Corporation (SBUX)	0.0	$239k		2.8k	84.60	View chart
T. Rowe Price (TROW)	0.0	$239k		2.3k	102.64	View chart
Allstate Corporation (ALL)	0.0	$239k		1.1k	214.65	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$235k		7.0k	33.37	View chart
Ralliant Corp (RAL)	0.0	$231k	-46%	5.3k	43.73	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$224k		927.00	241.96	View chart
Ford Motor Company (F)	0.0	$223k		19k	11.96	View chart
Constellation Energy (CEG)	0.0	$222k		674.00	329.07	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.0	$219k		4.4k	50.01	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$218k		4.7k	46.12	View chart
Capital One Financial (COF)	0.0	$217k		1.0k	212.58	View chart
Broadcom (AVGO)	0.0	$211k	NEW	638.00	329.91	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.0	$210k		5.0k	41.58	View chart
Eaton Vance Risk Managed Diversified (ETJ)	0.0	$145k		16k	8.99	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$111k		11k	9.79	View chart
Gabelli Utility Trust (GUT)	0.0	$61k		10k	6.07	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 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
Liberty Capital Management 2022 Q1 filed May 4, 2022

View all past filings

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