Liberty Capital Management

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

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Positions held by Liberty Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Liberty Capital Management

Liberty Capital Management holds 141 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.6 $13M -2% 102k 129.93
Vanguard Index Fds Total Stk Mkt (VTI) 4.5 $13M 68k 191.19
Thermo Fisher Scientific (TMO) 3.3 $9.4M -2% 17k 550.69
Danaher Corporation (DHR) 3.2 $9.4M 35k 265.42
Intuit (INTU) 3.1 $8.9M 23k 389.22
Costco Wholesale Corporation (COST) 2.7 $7.9M -4% 17k 456.50
UnitedHealth (UNH) 2.7 $7.8M 15k 530.18
Visa Com Cl A (V) 2.6 $7.5M 36k 207.76
Home Depot (HD) 2.6 $7.4M 23k 315.86
Microsoft Corporation (MSFT) 2.2 $6.3M 26k 239.82
Ishares Tr Pfd And Incm Sec (PFF) 2.1 $6.1M -10% 201k 30.53
AFLAC Incorporated (AFL) 2.1 $6.1M +2% 84k 71.94
Cintas Corporation (CTAS) 2.1 $6.0M 13k 451.62
Alphabet Cap Stk Cl A (GOOGL) 2.1 $5.9M 67k 88.23

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Fiserv (FISV) 1.9 $5.5M 54k 101.07
Amazon (AMZN) 1.8 $5.3M 63k 84.00
Abbvie (ABBV) 1.8 $5.2M 32k 161.61
Illinois Tool Works (ITW) 1.8 $5.1M 23k 220.30
Constellation Brands Cl A (STZ) 1.7 $4.9M -3% 21k 231.75
American Tower Reit (AMT) 1.5 $4.4M +3% 21k 211.86
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.4 $4.1M +3% 92k 44.81
McDonald's Corporation (MCD) 1.4 $4.0M +5% 15k 263.53
Abbott Laboratories (ABT) 1.4 $4.0M 37k 109.79
Chubb (CB) 1.3 $3.8M 17k 220.60
Church & Dwight (CHD) 1.3 $3.8M -5% 47k 80.61
Ishares Tr Sp Smcp600vl Etf (IJS) 1.2 $3.5M -5% 39k 91.31
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $3.4M 81k 41.97
Ulta Salon, Cosmetics & Fragrance (ULTA) 1.2 $3.4M +8% 7.2k 469.07
JPMorgan Chase & Co. (JPM) 1.2 $3.4M +10% 25k 134.10
Nextera Energy (NEE) 1.1 $3.2M +2% 39k 83.60
Raytheon Technologies Corp (RTX) 1.1 $3.0M 30k 100.92
Ecolab (ECL) 1.0 $3.0M -3% 21k 145.56
Fastenal Company (FAST) 1.0 $3.0M 63k 47.32
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.0 $2.8M -13% 56k 49.49
Us Bancorp Del Com New (USB) 0.9 $2.7M +8% 62k 43.61
Packaging Corporation of America (PKG) 0.9 $2.7M 21k 127.91
Fortinet (FTNT) 0.9 $2.7M +6% 55k 48.89
Pepsi (PEP) 0.9 $2.5M 14k 180.66
Vanguard Index Fds Real Estate Etf (VNQ) 0.9 $2.5M 30k 82.48
Alphabet Cap Stk Cl C (GOOG) 0.8 $2.4M 28k 88.73
Fortive (FTV) 0.8 $2.3M 36k 64.25
Dollar General (DG) 0.8 $2.3M +15% 9.3k 246.25
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.8 $2.2M 47k 47.81
Ishares Tr Core S&p500 Etf (IVV) 0.8 $2.2M -3% 5.8k 384.21
Walt Disney Company (DIS) 0.7 $2.1M -10% 24k 86.88
NVIDIA Corporation (NVDA) 0.7 $2.0M +10% 14k 146.14
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.7 $2.0M +11% 26k 75.54
Otis Worldwide Corp (OTIS) 0.7 $1.9M 25k 78.31
Stryker Corporation (SYK) 0.7 $1.9M 7.7k 244.49
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $1.7M -2% 24k 71.84
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.6 $1.7M 30k 55.56
BlackRock (BLK) 0.6 $1.6M +25% 2.3k 708.63
Goldman Sachs (GS) 0.6 $1.6M 4.8k 343.38
Progressive Corporation (PGR) 0.5 $1.6M 12k 129.71
Intercontinental Exchange (ICE) 0.5 $1.5M -7% 15k 102.59
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $1.5M +49% 46k 32.21
Mastercard Incorporated Cl A (MA) 0.5 $1.4M 4.2k 347.73
Welltower Inc Com reit (WELL) 0.5 $1.4M 21k 65.55
Cognizant Technology Solutio Cl A (CTSH) 0.5 $1.4M -12% 24k 57.19
Automatic Data Processing (ADP) 0.5 $1.3M 5.6k 238.86
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $1.3M +21% 32k 40.51
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.4 $1.3M 17k 74.22
Verizon Communications (VZ) 0.4 $1.3M -24% 32k 39.40
Adobe Systems Incorporated (ADBE) 0.4 $1.2M +27% 3.5k 336.53
Terex Corporation (TEX) 0.4 $1.1M -5% 27k 42.72
Tractor Supply Company (TSCO) 0.4 $1.1M 4.9k 224.97
Johnson & Johnson (JNJ) 0.4 $1.1M 6.1k 176.65
Baxter International (BAX) 0.4 $1.0M -7% 21k 50.97
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $1.0M -2% 20k 51.72
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.0M 3.3k 308.90
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $1.0M +22% 26k 38.98
Wal-Mart Stores (WMT) 0.3 $991k 7.0k 141.79
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.3 $964k 17k 55.44
Carrier Global Corporation (CARR) 0.3 $868k 21k 41.25
Eli Lilly & Co. (LLY) 0.3 $860k 2.4k 365.84
Cisco Systems (CSCO) 0.3 $827k 17k 47.64
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.3 $821k 13k 64.35
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $820k +10% 18k 45.65
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.3 $784k +45% 32k 24.77
Cadence Design Systems (CDNS) 0.3 $780k +36% 4.9k 160.64
Lowe's Companies (LOW) 0.3 $769k -2% 3.9k 199.24
Lauder Estee Cos Cl A (EL) 0.3 $744k 3.0k 248.11
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $707k 1.8k 382.47
Asml Holding N V N Y Registry Shs (ASML) 0.2 $705k +42% 1.3k 546.40
Procter & Gamble Company (PG) 0.2 $669k 4.4k 151.56
Maximus (MMS) 0.2 $649k -2% 8.9k 73.33
Ishares Tr Morningstr Us Eq (ILCB) 0.2 $645k 12k 52.64
United Parcel Service CL B (UPS) 0.2 $635k -3% 3.7k 173.84
Emerson Electric (EMR) 0.2 $602k 6.3k 96.06
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.2 $598k 10k 58.67
Enterprise Products Partners (EPD) 0.2 $595k 25k 24.12
Intel Corporation (INTC) 0.2 $563k -5% 21k 26.43
Gartner (IT) 0.2 $543k 1.6k 336.14
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $540k 5.3k 102.81
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $534k +16% 28k 19.29
Blackrock Util & Infrastrctu (BUI) 0.2 $529k 26k 20.77
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.2 $501k +33% 11k 46.71
Merck & Co (MRK) 0.2 $497k 4.5k 110.95
American Electric Power Company (AEP) 0.2 $496k 5.2k 94.95
SYSCO Corporation (SYY) 0.2 $481k +4% 6.3k 76.45
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.2 $455k NEW 8.5k 53.44
Lockheed Martin Corporation (LMT) 0.2 $448k 921.00 486.49
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $379k 4.5k 83.60
PPG Industries (PPG) 0.1 $376k 3.0k 125.74
Pfizer (PFE) 0.1 $376k -2% 7.3k 51.24
Edwards Lifesciences (EW) 0.1 $376k 5.0k 74.61
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $368k +32% 7.1k 51.79
Northern Trust Corporation (NTRS) 0.1 $366k -3% 4.1k 88.49
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $365k -5% 3.4k 108.06
Exxon Mobil Corporation (XOM) 0.1 $344k 3.1k 110.30
Coca-Cola Company (KO) 0.1 $329k 5.2k 63.61
Air Products & Chemicals (APD) 0.1 $322k 1.0k 308.26
ConocoPhillips (COP) 0.1 $320k 2.7k 118.00
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $302k NEW 6.7k 45.15
Chevron Corporation (CVX) 0.1 $292k 1.6k 179.49
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.1 $287k 24k 11.76
Microchip Technology (MCHP) 0.1 $278k 4.0k 70.25
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) 0.1 $278k NEW 11k 24.78
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.1 $268k NEW 9.2k 29.07
Starbucks Corporation (SBUX) 0.1 $264k 2.7k 99.20
T. Rowe Price (TROW) 0.1 $254k 2.3k 109.06
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $248k +19% 3.2k 77.51
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) 0.1 $245k NEW 5.2k 46.72
Phillips 66 (PSX) 0.1 $240k NEW 2.3k 104.08
3M Company (MMM) 0.1 $238k 2.0k 119.92
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $232k -6% 1.1k 214.24
Travelers Companies (TRV) 0.1 $231k NEW 1.2k 187.49
Booking Holdings (BKNG) 0.1 $220k NEW 109.00 2015.28
Ford Motor Company (F) 0.1 $215k 19k 11.63
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.1 $214k NEW 6.8k 31.26
Norfolk Southern (NSC) 0.1 $213k NEW 865.00 246.42
At&t (T) 0.1 $213k -4% 12k 18.41
Duke Energy Corp Com New (DUK) 0.1 $211k NEW 2.1k 102.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $211k 792.00 266.26
CVS Caremark Corporation (CVS) 0.1 $207k 2.2k 93.19
Comerica Incorporated (CMA) 0.1 $201k 3.0k 66.85
Nustar Energy Unit Com (NS) 0.1 $175k 11k 16.00
Eaton Vance Risk Managed Diversified (ETJ) 0.1 $175k 23k 7.50
Sirius Xm Holdings (SIRI) 0.1 $147k 25k 5.84
BlackRock MuniYield Michigan Insured Fnd (MIY) 0.0 $142k 13k 11.09
Gabelli Utility Trust (GUT) 0.0 $75k 10k 7.51

Past Filings by Liberty Capital Management

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

View all past filings