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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 $449.20 million in total holdings as of March 31, 2025.
  • Liberty Capital Management, Inc. owns shares of 161 different stocks, but just 52 companies or ETFs make up 80% of its holdings.
  • Approximately 1.98% of the portfolio was purchased this quarter.
  • About 0.52% of the portfolio was sold this quarter.
  • This quarter, Liberty Capital Management, Inc. has purchased 159 new stocks and bought additional shares in 75 stocks.
  • Liberty Capital Management, Inc. sold shares of 32 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Apple
$20,249,942
Costco Wholesale
$15,136,263
Intuit
$12,930,629
Amazon.com
$12,433,491

Largest New Holdings this Quarter

78464A854 - SPDR Portfolio S&P 500 ETF
$391,535 Holding
78463V107 - SPDR Gold Shares
$386,108 Holding
701094104 - Parker-Hannifin
$271,709 Holding
26441C204 - Duke Energy
$242,842 Holding

Largest Purchases this Quarter

Schwab U.S. Large-Cap Growth ETF
52,445 shares (about $1.31M)
Schwab US Broad Market ETF
30,058 shares (about $647.15K)
Schwab US Dividend Equity ETF
21,273 shares (about $594.79K)
Schwab International Equity ETF
25,213 shares (about $498.71K)
Amazon.com
2,229 shares (about $424.09K)

Largest Sales this Quarter

Adobe
901 shares (about $345.56K)
Carrier Global
3,132 shares (about $198.57K)
Costco Wholesale
180 shares (about $170.24K)
Vanguard Total Stock Market ETF
591 shares (about $162.43K)
Apple
692 shares (about $153.71K)

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
$31,674,686$162,430 -0.5%115,2487.1%ETF
Apple Inc. stock logo
AAPL
Apple
$20,249,942$153,713 -0.8%91,1634.5%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$15,136,263$170,240 -1.1%16,0043.4%Retail/Wholesale
Intuit Inc. stock logo
INTU
Intuit
$12,930,629$35,611 0.3%21,0602.9%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$12,433,491$424,090 3.5%65,3502.8%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$12,269,254$55,723 -0.5%35,0092.7%Business Services
NVIDIA Co. stock logo
NVDA
NVIDIA
$12,147,881$118,351 1.0%112,0862.7%Computer and Technology
Fiserv, Inc. stock logo
FI
Fiserv
$11,437,227$78,174 -0.7%51,7922.5%Business Services
Cintas Co. stock logo
CTAS
Cintas
$10,106,116$131,539 1.3%49,1712.2%Business Services
Alphabet Inc. stock logo
GOOGL
Alphabet
$9,640,258$89,537 0.9%62,3402.1%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$9,539,035$54,432 0.6%25,4112.1%Computer and Technology
Aflac Incorporated stock logo
AFL
Aflac
$9,078,664$27,464 0.3%81,6502.0%Finance
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$8,783,508$647,149 8.0%407,9662.0%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$8,417,176$2,932 0.0%22,9671.9%Retail/Wholesale
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$8,233,290$39,808 -0.5%16,5461.8%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$8,210,251$13,619 -0.2%39,1861.8%Medical
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$7,360,783$524 0.0%14,0541.6%Medical
Danaher Co. stock logo
DHR
Danaher
$7,005,260$4,715 -0.1%34,1721.6%Medical
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$6,639,211$148,220 2.3%130,6161.5%ETF
Fortinet, Inc. stock logo
FTNT
Fortinet
$6,565,317$39,755 0.6%68,2041.5%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$6,441,333$121,424 1.9%26,2591.4%Finance
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$6,086,508$225,932 3.9%82,8661.4%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$5,828,774$265 0.0%43,9411.3%Medical
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$5,719,052$235,298 4.3%115,2571.3%ETF
McDonald's Co. stock logo
MCD
McDonald's
$5,705,126$71,845 1.3%18,2641.3%Retail/Wholesale
Ecolab Inc. stock logo
ECL
Ecolab
$5,608,876$28,901 0.5%22,1241.2%Basic Materials
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$5,517,478$18,849 0.3%22,2471.2%Industrials
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$5,288,047$1,313,223 33.0%211,1841.2%ETF
Chubb Limited stock logo
CB
Chubb
$5,066,486$14,496 0.3%16,7771.1%Finance
Church & Dwight Co., Inc. stock logo
CHD
Church & Dwight
$4,980,3620.0%45,2391.1%Consumer Staples
American Tower Co. stock logo
AMT
American Tower
$4,838,336$68,762 1.4%22,2351.1%Finance
RTX Co. stock logo
RTX
RTX
$4,837,969$50,732 1.1%36,5241.1%Aerospace
Fastenal stock logo
FAST
Fastenal
$4,772,4270.0%61,5401.1%Retail/Wholesale
Stryker Co. stock logo
SYK
Stryker
$4,714,919$24,569 0.5%12,6661.0%Medical
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$4,371,837$115,152 2.7%50,1531.0%ETF
Constellation Brands, Inc. stock logo
STZ
Constellation Brands
$4,027,941$131,218 -3.2%21,9480.9%Consumer Staples
Packaging Co. of America stock logo
PKG
Packaging Co. of America
$3,954,6570.0%19,9710.9%Industrials
Alphabet Inc. stock logo
GOOG
Alphabet
$3,835,915$11,405 -0.3%24,5530.9%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,391,618$110,694 3.4%6,0360.8%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$3,379,690$498,713 17.3%170,8640.8%ETF
The Progressive Co. stock logo
PGR
Progressive
$3,357,3480.0%11,8630.7%Finance
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$3,076,749$71,232 -2.3%100,1220.7%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$2,965,9260.0%30,4260.7%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$2,947,986$337,978 12.9%125,8210.7%ETF
Tractor Supply stock logo
TSCO
Tractor Supply
$2,947,024$7,439 0.3%53,4850.7%Retail/Wholesale
Otis Worldwide Co. stock logo
OTIS
Otis Worldwide
$2,802,086$24,665 0.9%27,1520.6%Construction
Fortive Co. stock logo
FTV
Fortive
$2,731,663$21,295 -0.8%37,3280.6%Computer and Technology
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$2,707,645$1,630 -0.1%29,9060.6%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$2,660,646$594,793 28.8%95,1590.6%ETF
Intercontinental Exchange, Inc. stock logo
ICE
Intercontinental Exchange
$2,575,4250.0%14,9300.6%Finance
Welltower Inc. stock logo
WELL
Welltower
$2,532,4080.0%16,5290.6%Finance
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$2,473,597$44,708 1.8%14,4960.6%Computer and Technology
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$2,385,9150.0%72,3220.5%ETF
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$2,347,466$50,612 -2.1%9,2300.5%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$2,268,669$66,323 3.0%4,1390.5%Business Services
BLACKROCK INC
$2,245,051$45,431 2.1%2,3720.5%COM
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$2,193,404$84,680 4.0%43,9560.5%Manufacturing
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,193,164$88,408 4.2%4,1180.5%Finance
Dimensional National Municipal Bond ETF stock logo
DFNM
Dimensional National Municipal Bond ETF
$2,172,0940.0%45,6610.5%ETF
ASML Holding stock logo
ASML
ASML
$2,112,464$51,685 2.5%3,1880.5%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,961,536$103,239 5.6%2,3750.4%Medical
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,912,7480.0%3,4190.4%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,889,544$5,248 -0.3%12,6020.4%Consumer Staples
Walmart Inc. stock logo
WMT
Walmart
$1,863,606$12,642 -0.7%21,2280.4%Retail/Wholesale
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1,861,501$27,364 1.5%26,2590.4%Utilities
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$1,784,4670.0%16,9240.4%ETF
Adobe Inc. stock logo
ADBE
Adobe
$1,751,965$345,561 -16.5%4,5680.4%Computer and Technology
Cognizant Technology Solutions Co. stock logo
CTSH
Cognizant Technology Solutions
$1,695,164$1,071 0.1%22,1590.4%Computer and Technology
Trimble Inc. stock logo
TRMB
Trimble
$1,644,861$48,384 3.0%25,0550.4%Industrials
Carrier Global Co. stock logo
CARR
Carrier Global
$1,640,665$198,569 -10.8%25,8780.4%Computer and Technology
Ulta Beauty, Inc. stock logo
ULTA
Ulta Beauty
$1,618,274$35,554 -2.1%4,4150.4%Retail/Wholesale
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$1,599,144$12,527 0.8%5,2340.4%Business Services
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$1,587,087$52,637 3.4%35,0660.4%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$1,583,9660.0%60,4570.4%ETF
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$1,523,894$160,983 11.8%6,5790.3%Medical
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$1,378,133$61,239 4.7%47,3260.3%ETF
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$1,285,6950.0%45,6730.3%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$1,261,533$88,720 7.6%47,6770.3%ETF
Accenture plc stock logo
ACN
Accenture
$1,255,337$69,273 5.8%4,0230.3%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,202,916$133,721 12.5%2,0870.3%Computer and Technology
Vanguard FTSE Pacific ETF stock logo
VPL
Vanguard FTSE Pacific ETF
$1,194,105$3,985 0.3%16,4800.3%ETF
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$1,168,4780.0%16,6430.3%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,130,342$38,384 3.5%18,3170.3%Computer and Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$1,116,3390.0%2,2540.2%Medical
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$1,097,6000.0%14,0000.2%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$1,058,165$4,665 -0.4%4,5370.2%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,029,037$37,646 3.8%6,2050.2%Medical
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$949,0170.0%7,3590.2%ETF
iShares Morningstar U.S. Equity ETF stock logo
ILCB
iShares Morningstar U.S. Equity ETF
$947,2080.0%12,2600.2%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$934,8700.0%20,6100.2%Computer and Technology
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$892,377$41,110 -4.4%14,3700.2%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$866,962$15,842 1.9%1,5870.2%Finance
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$762,630$36,981 5.1%4,4750.2%Consumer Staples
iShares Morningstar Mid-Cap ETF stock logo
IMCB
iShares Morningstar Mid-Cap ETF
$755,6470.0%10,2000.2%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$708,777$79,225 12.6%8,6690.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$699,8860.0%1,4930.2%Finance
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$684,6440.0%20,0540.2%Energy
Emerson Electric Co. stock logo
EMR
Emerson Electric
$666,940$12,060 1.8%6,0830.1%Industrials
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$622,8390.0%5,7000.1%Utilities
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$613,401$17,488 2.9%28,5170.1%ETF

Showing largest 100 holdings. View all holdings.
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