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

About Liberty Capital Management, Inc.

Investment Activity

Liberty Capital Management, Inc. has $495.64 million in total holdings as of June 30, 2025.
Liberty Capital Management, Inc. owns shares of 174 different stocks, but just 54 companies or ETFs make up 80% of its holdings.
Approximately 6.19% of the portfolio was purchased this quarter.
About 0.73% of the portfolio was sold this quarter.
This quarter, Liberty Capital Management, Inc. has purchased 161 new stocks and bought additional shares in 65 stocks.
Liberty Capital Management, Inc. sold shares of 37 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Vanguard Total Stock Market ETF: $36,930,958
Apple: $18,165,707
NVIDIA: $17,995,851
Intuit: $16,419,723
Costco Wholesale: $15,975,652

Largest New Holdings this Quarter

03820C105 - Applied Industrial Technologies: $8,058,577 Holding
750940108 - RALLIANT CORP: $520,478 Holding
595017104 - Microchip Technology: $284,576 Holding
025072802 - Avantis International Small Cap Value ETF: $237,761 Holding
46432F834 - iShares Core MSCI Total International Stock ETF: $231,389 Holding

Largest Purchases this Quarter

Applied Industrial Technologies: 34,668 shares (about $8.06M)
Fastenal: 61,540 shares (about $2.58M)
Avantis U.S. Small Cap Value ETF: 21,001 shares (about $1.91M)
Vanguard Total Stock Market ETF: 6,263 shares (about $1.90M)
Vanguard Total Bond Market ETF: 17,141 shares (about $1.26M)

Largest Sales this Quarter

Dimensional US Small Cap Value ETF: 38,126 shares (about $1.12M)
Apple: 2,623 shares (about $538.16K)
iShares National Muni Bond ETF: 4,011 shares (about $419.07K)
Cintas: 915 shares (about $203.93K)
BlackRock Utilities, Infrastructure & Power Opportunities Trust: 6,900 shares (about $177.68K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTI Vanguard Total Stock Market ETF	$36,930,958	$1,903,520 ▲	5.4%	121,511	7.5%	ETF
AAPL Apple	$18,165,707	$538,160 ▼	-2.9%	88,540	3.7%	Computer and Technology
NVDA NVIDIA	$17,995,851	$287,384 ▲	1.6%	113,905	3.6%	Computer and Technology
INTU Intuit	$16,419,723	$167,765 ▼	-1.0%	20,847	3.3%	Computer and Technology
COST Costco Wholesale	$15,975,652	$132,652 ▲	0.8%	16,138	3.2%	Retail/Wholesale
AMZN Amazon.com	$14,283,605	$53,531 ▼	-0.4%	65,106	2.9%	Retail/Wholesale
MSFT Microsoft	$12,630,235	$9,451 ▼	-0.1%	25,392	2.5%	Computer and Technology
V Visa	$12,349,704	$80,241 ▼	-0.6%	34,783	2.5%	Business Services
GOOGL Alphabet	$10,837,440	$148,738 ▼	-1.4%	61,496	2.2%	Computer and Technology
CTAS Cintas	$10,754,815	$203,926 ▼	-1.9%	48,256	2.2%	Business Services
SCHB Schwab US Broad Market ETF	$9,921,550	$199,719 ▲	2.1%	416,347	2.0%	ETF
FI Fiserv	$8,885,494	$43,965 ▼	-0.5%	51,537	1.8%	Business Services
AFL Aflac	$8,602,161	$8,648 ▼	-0.1%	81,568	1.7%	Finance
HD Home Depot	$8,527,680	$107,059 ▲	1.3%	23,259	1.7%	Retail/Wholesale
AIT Applied Industrial Technologies	$8,058,577	$8,058,577 ▲	New Holding	34,668	1.6%	Industrials
ABBV AbbVie	$7,659,609	$385,904 ▲	5.3%	41,265	1.5%	Medical
JPM JPMorgan Chase & Co.	$7,652,754	$40,008 ▲	0.5%	26,397	1.5%	Finance
VEA Vanguard FTSE Developed Markets ETF	$7,420,992	$25,426 ▼	-0.3%	130,170	1.5%	ETF
BND Vanguard Total Bond Market ETF	$7,363,515	$1,262,092 ▲	20.7%	100,007	1.5%	ETF
FTNT Fortinet	$7,208,941	$1,586 ▼	0.0%	68,189	1.5%	Computer and Technology
DHR Danaher	$6,973,162	$222,825 ▲	3.3%	35,300	1.4%	Medical
TMO Thermo Fisher Scientific	$6,727,392	$18,651 ▲	0.3%	16,592	1.4%	Medical
AVUV Avantis U.S. Small Cap Value ETF	$6,482,129	$1,913,191 ▲	41.9%	71,154	1.3%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$6,444,836	$276,151 ▲	4.5%	220,638	1.3%	ETF
ABT Abbott Laboratories	$6,302,703	$326,288 ▲	5.5%	46,340	1.3%	Medical
VTEB Vanguard Tax-Exempt Bond ETF	$6,058,588	$407,537 ▲	7.2%	123,569	1.2%	ETF
ECL Ecolab	$5,991,807	$30,716 ▲	0.5%	22,238	1.2%	Basic Materials
MCD McDonald's	$5,627,486	$291,293 ▲	5.5%	19,261	1.1%	Retail/Wholesale
RTX RTX	$5,534,450	$201,216 ▲	3.8%	37,902	1.1%	Aerospace
ITW Illinois Tool Works	$5,500,571		0.0%	22,247	1.1%	Industrials
FAST Fastenal	$5,169,360	$2,584,680 ▲	100.0%	123,080	1.0%	Retail/Wholesale
SYK Stryker	$5,093,341	$82,291 ▲	1.6%	12,874	1.0%	Medical
AMT American Tower	$4,977,812	$63,433 ▲	1.3%	22,522	1.0%	Finance
CB Chubb	$4,860,632		0.0%	16,777	1.0%	Finance
UNH UnitedHealth Group	$4,610,917	$226,490 ▲	5.2%	14,780	0.9%	Medical
CHD Church & Dwight	$4,347,920		0.0%	45,239	0.9%	Consumer Staples
GOOG Alphabet	$4,342,507	$12,949 ▼	-0.3%	24,480	0.9%	Computer and Technology
SCHF Schwab International Equity ETF	$4,180,436	$404,342 ▲	10.7%	189,160	0.8%	ETF
PKG Packaging Corporation of America	$3,776,161	$12,626 ▲	0.3%	20,038	0.8%	Industrials
IVV iShares Core S&P 500 ETF	$3,744,015	$3,725 ▼	-0.1%	6,030	0.8%	ETF
PANW Palo Alto Networks	$3,682,292	$715,831 ▲	24.1%	17,994	0.7%	Computer and Technology
STZ Constellation Brands	$3,678,588	$108,022 ▲	3.0%	22,612	0.7%	Consumer Staples
SCHA Schwab US Small-Cap ETF	$3,297,880	$114,609 ▲	3.6%	130,351	0.7%	ETF
IJS iShares S&P Small-Cap 600 Value ETF	$3,190,469	$163,364 ▲	5.4%	32,068	0.6%	ETF
PGR Progressive	$3,165,760		0.0%	11,863	0.6%	Finance
SCHD Schwab US Dividend Equity ETF	$3,131,214	$609,500 ▲	24.2%	118,159	0.6%	ETF
TSCO Tractor Supply	$3,096,438	$274,035 ▲	9.7%	58,678	0.6%	Retail/Wholesale
OTIS Otis Worldwide	$3,083,780	$395,189 ▲	14.7%	31,143	0.6%	Industrials
PFF iShares Preferred and Income Securities ETF	$3,071,743		0.0%	100,122	0.6%	ETF
VNQ Vanguard Real Estate ETF	$2,889,878	$226,477 ▲	8.5%	32,449	0.6%	ETF
CDNS Cadence Design Systems	$2,870,725	$26,501 ▲	0.9%	9,316	0.6%	Computer and Technology
BLACKROCK INC	$2,856,059	$367,238 ▲	14.8%	2,722	0.6%	COM
ICE Intercontinental Exchange	$2,739,207		0.0%	14,930	0.6%	Finance
ASML ASML	$2,675,040	$120,209 ▲	4.7%	3,338	0.5%	Computer and Technology
DFAC Dimensional U.S. Core Equity 2 ETF	$2,592,033		0.0%	72,322	0.5%	ETF
WELL Welltower	$2,526,399	$14,604 ▼	-0.6%	16,434	0.5%	Finance
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$2,476,300	$266,632 ▲	12.1%	49,260	0.5%	Manufacturing
VEEV Veeva Systems	$2,381,883	$487,262 ▲	25.7%	8,271	0.5%	Medical
TRMB Trimble	$2,340,184	$436,505 ▲	22.9%	30,800	0.5%	Industrials
MA Mastercard	$2,318,003	$7,867 ▼	-0.3%	4,125	0.5%	Business Services
SPY SPDR S&P 500 ETF Trust	$2,112,840	$618 ▲	0.0%	3,420	0.4%	Finance
DFNM Dimensional National Municipal Bond ETF	$2,109,117	$56,584 ▼	-2.6%	44,468	0.4%	ETF
WMT Walmart	$2,075,674		0.0%	21,228	0.4%	Retail/Wholesale
CARR Carrier Global	$2,067,618	$173,607 ▲	9.2%	28,250	0.4%	Construction
ULTA Ulta Beauty	$2,065,425		0.0%	4,415	0.4%	Retail/Wholesale
META Meta Platforms	$2,031,302	$490,849 ▲	31.9%	2,752	0.4%	Computer and Technology
BRK.B Berkshire Hathaway	$2,030,033	$29,632 ▲	1.5%	4,179	0.4%	Finance
FTV Fortive	$1,872,176	$155,992 ▼	-7.7%	34,457	0.4%	Computer and Technology
LLY Eli Lilly and Company	$1,849,825	$1,559 ▼	-0.1%	2,373	0.4%	Medical
NEE NextEra Energy	$1,839,144	$16,244 ▲	0.9%	26,493	0.4%	Utilities
VPL Vanguard FTSE Pacific ETF	$1,809,479	$455,123 ▲	33.6%	22,018	0.4%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$1,775,614		0.0%	60,457	0.4%	ETF
CTSH Cognizant Technology Solutions	$1,727,974	$1,092 ▼	-0.1%	22,145	0.3%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$1,717,251	$17,113 ▼	-1.0%	34,720	0.3%	ETF
PEP PepsiCo	$1,698,563	$34,594 ▲	2.1%	12,864	0.3%	Consumer Staples
DISV Dimensional International Small Cap Value ETF	$1,690,389	$132,891 ▲	8.5%	51,364	0.3%	ETF
VGK Vanguard FTSE Europe ETF	$1,654,990	$365,175 ▲	28.3%	21,355	0.3%	ETF
ADBE Adobe	$1,602,844	$164,424 ▼	-9.3%	4,143	0.3%	Computer and Technology
ADP Automatic Data Processing	$1,595,045	$19,121 ▼	-1.2%	5,172	0.3%	Computer and Technology
DFEM Dimensional Emerging Markets Core Equity 2 ETF	$1,498,068	$83,015 ▲	5.9%	50,474	0.3%	ETF
ACN Accenture	$1,482,793	$280,359 ▲	23.3%	4,961	0.3%	Computer and Technology
EME EMCOR Group	$1,411,040	$616,728 ▲	77.6%	2,638	0.3%	Construction
POWL Powell Industries	$1,377,606	$797,606 ▲	137.5%	6,546	0.3%	Industrials
MUB iShares National Muni Bond ETF	$1,349,150	$419,069 ▼	-23.7%	12,913	0.3%	ETF
CSCO Cisco Systems	$1,265,561	$5,273 ▼	-0.4%	18,241	0.3%	Computer and Technology
ISRG Intuitive Surgical	$1,229,737	$4,891 ▲	0.4%	2,263	0.2%	Medical
GS The Goldman Sachs Group	$1,123,199		0.0%	1,587	0.2%	Finance
SLYV SPDR S&P 600 Small Cap Value ETF	$1,116,640		0.0%	14,000	0.2%	ETF
VXUS Vanguard Total International Stock ETF	$1,064,746	$71,923 ▲	7.2%	15,411	0.2%	ETF
ILCB iShares Morningstar U.S. Equity ETF	$1,051,663		0.0%	12,260	0.2%	ETF
LOW Lowe's Companies	$1,006,624		0.0%	4,537	0.2%	Retail/Wholesale
VYM Vanguard High Dividend Yield ETF	$981,028		0.0%	7,359	0.2%	ETF
JNJ Johnson & Johnson	$950,563	$2,749 ▲	0.3%	6,223	0.2%	Medical
VZ Verizon Communications	$898,285	$6,490 ▲	0.7%	20,760	0.2%	Computer and Technology
QQQ Invesco QQQ	$823,385		0.0%	1,493	0.2%	Finance
IMCB iShares Morningstar Mid-Cap ETF	$812,532		0.0%	10,200	0.2%	ETF
EMR Emerson Electric	$811,046		0.0%	6,083	0.2%	Industrials
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$766,844	$48,011 ▲	6.7%	9,248	0.2%	ETF
DIS Walt Disney	$723,722	$5,828 ▼	-0.8%	5,836	0.1%	Consumer Discretionary
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$710,117		0.0%	5,284	0.1%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

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
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

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.

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

About Liberty Capital Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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

About Liberty Capital Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLiberty Capital Management, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools