Liberty Capital Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Liberty Capital Management, Inc. held in its portfolio 179 assets valued at $537,018,522 (i.e. $537.02M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($40.73M), APPLE INC ($23.75M), and NVIDIA CORPORATION ($20.46M).
The chart below shows the top 10 valuable assets, and the table below shows the top 179 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Liberty Capital Management, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 121479 | 40728424 | TOTAL STK MKT |
| APPLE INC | 87347 | 23746192 | COM |
| NVIDIA CORPORATION | 109715 | 20461848 | COM |
| ALPHABET INC | 60497 | 18935561 | CAP STK CL A |
| AMAZON COM INC | 64838 | 14965907 | COM |
| COSTCO WHSL CORP NEW | 15798 | 13623247 | COM |
| INTUIT | 20419 | 13525954 | COM |
| VISA INC | 34533 | 12111068 | COM CL A |
| SCHWAB STRATEGIC TR | 445949 | 11697246 | US BRD MKT ETF |
| MICROSOFT CORP | 24162 | 11685226 | COM |
| VANGUARD BD INDEX FDS | 132938 | 9846718 | TOTAL BND MRKT |
| THERMO FISHER SCIENTIFIC INC | 16951 | 9822257 | COM |
| ABBVIE INC | 41980 | 9592010 | COM |
| AFLAC INC | 81747 | 9014242 | COM |
| CINTAS CORP | 47555 | 8943669 | COM |
| APPLIED INDL TECHNOLOGIES IN | 34668 | 8901702 | COM |
| JPMORGAN CHASE & CO. | 26590 | 8567830 | COM |
| ISHARES TR | 78905 | 8451515 | NATIONAL MUN ETF |
| VANGUARD TAX-MANAGED FDS | 131987 | 8245228 | VAN FTSE DEV MKT |
| HOME DEPOT INC | 23337 | 8030262 | COM |
| AMERICAN CENTY ETF TR | 77716 | 7925478 | US SML CP VALU |
| ALPHABET INC | 24152 | 7578898 | CAP STK CL C |
| DANAHER CORPORATION | 33055 | 7566951 | COM |
| SCHWAB STRATEGIC TR | 229546 | 7487791 | US LCAP GR ETF |
| RTX CORPORATION | 38168 | 7000011 | COM |
| ABBOTT LABS | 48764 | 6109645 | COM |
| ECOLAB INC | 22936 | 6021159 | COM |
| MCDONALDS CORP | 19426 | 5937168 | COM |
| ILLINOIS TOOL WKS INC | 22247 | 5479436 | COM |
| FORTINET INC | 68590 | 5446732 | COM |
| UNITEDHEALTH GROUP INC | 16016 | 5287042 | COM |
| SCHWAB STRATEGIC TR | 218914 | 5262693 | INTL EQTY ETF |
| CHUBB LIMITED | 16707 | 5214589 | COM |
| FASTENAL CO | 123080 | 4939200 | COM |
| STRYKER CORPORATION | 13026 | 4578130 | COM |
| ISHARES TR | 6050 | 4143787 | CORE S&P500 ETF |
| ASML HOLDING N V | 3870 | 4140358 | N Y REGISTRY SHS |
| PACKAGING CORP AMER | 19960 | 4116351 | COM |
| AMERICAN TOWER CORP NEW | 23320 | 4094292 | COM |
| SCHWAB STRATEGIC TR | 136577 | 3889713 | US SML CAP ETF |
| ISHARES TR | 33143 | 3769049 | SP SMCP600VL ETF |
| CHURCH & DWIGHT CO INC | 44420 | 3724617 | COM |
| SCHWAB STRATEGIC TR | 134833 | 3698469 | US DIVIDEND EQ |
| PALO ALTO NETWORKS INC | 19704 | 3629477 | COM |
| FISERV INC | 47615 | 3198300 | COM |
| BLACKROCK INC | 2973 | 3182121 | COM |
| ISHARES TR | 100030 | 3096929 | PFD AND INCM SEC |
| VANGUARD MALVERN FDS | 61721 | 3052721 | STRM INFPROIDX |
| TRACTOR SUPPLY CO | 60910 | 3046109 | COM |
| WELLTOWER INC | 16257 | 3017462 | COM |
| OTIS WORLDWIDE CORP | 34094 | 2978111 | COM |
| CADENCE DESIGN SYSTEM INC | 9405 | 2939815 | COM |
| VANGUARD INDEX FDS | 32762 | 2899080 | REAL ESTATE ETF |
| DIMENSIONAL ETF TRUST | 72322 | 2863242 | US CORE EQUITY 2 |
| TRIMBLE INC | 36063 | 2825536 | COM |
| PROGRESSIVE CORP | 11837 | 2695522 | COM |
| ULTA BEAUTY INC | 4388 | 2654784 | COM |
| POWELL INDS INC | 8094 | 2580205 | COM |
| ELI LILLY & CO | 2378 | 2555589 | COM |
| WALMART INC | 22165 | 2469348 | COM |
| INTERCONTINENTAL EXCHANGE IN | 14930 | 2418063 | COM |
| EMCOR GROUP INC | 3952 | 2417794 | COM |
| MASTERCARD INCORPORATED | 4088 | 2333757 | CL A |
| SPDR S&P 500 ETF TR | 3413 | 2327546 | TR UNIT |
| VANGUARD MUN BD FDS | 45346 | 2280450 | TAX EXEMPT BD |
| META PLATFORMS INC | 3380 | 2231194 | CL A |
| VANGUARD INTL EQUITY INDEX F | 24408 | 2206527 | FTSE PACIFIC ETF |
| VEEVA SYS INC | 9818 | 2191672 | CL A COM |
| NEXTERA ENERGY INC | 26333 | 2114013 | COM |
| BERKSHIRE HATHAWAY INC DEL | 4163 | 2092532 | CL B NEW |
| VANGUARD INTL EQUITY INDEX F | 24444 | 2043738 | FTSE EUROPE ETF |
| CONSTELLATION BRANDS INC | 14727 | 2031721 | CL A |
| DIMENSIONAL ETF TRUST | 53320 | 2026160 | INTL SMALL CAP V |
| DIMENSIONAL ETF TRUST | 60457 | 1978749 | WORLD EX US CORE |
| CARRIER GLOBAL CORPORATION | 35176 | 1858700 | COM |
| COGNIZANT TECHNOLOGY SOLUTIO | 22145 | 1838035 | CL A |
| DIMENSIONAL ETF TRUST | 55216 | 1826545 | EMERGING MKTS CO |
| VANGUARD INTL EQUITY INDEX F | 33477 | 1799724 | FTSE EMR MKT ETF |
| SPDR SERIES TRUST | 19954 | 1751210 | STATE STREET SPD |
| ADOBE INC | 4940 | 1728951 | COM |
| PEPSICO INC | 11035 | 1583743 | COM |
| CISCO SYS INC | 20130 | 1550606 | COM |
| GOLDMAN SACHS GROUP INC | 1587 | 1394973 | COM |
| FORTIVE CORP | 24432 | 1348891 | COM |
| VANGUARD WHITEHALL FDS | 9333 | 1339472 | HIGH DIV YLD |
| AUTOMATIC DATA PROCESSING IN | 5156 | 1326278 | COM |
| INTUITIVE SURGICAL INC | 2275 | 1288469 | COM NEW |
| JOHNSON & JOHNSON | 6223 | 1287850 | COM |
| MONOLITHIC PWR SYS INC | 1343 | 1217241 | COM |
| ISHARES TR | 12260 | 1157099 | MORNINGSTR US EQ |
| NETFLIX INC | 12141 | 1138340 | COM |
| LOWES COS INC | 4452 | 1073644 | COM |
| VANGUARD STAR FDS | 13173 | 993771 | VG TL INTL STK F |
| INVESCO QQQ TR | 1555 | 955416 | UNIT SER 1 |
| AMERICAN CENTY ETF TR | 10004 | 940076 | INTL SMCP VLU |
| ISHARES TR | 1833 | 867559 | RUS 1000 GRW ETF |
| VANGUARD SCOTTSDALE FDS | 10327 | 864886 | INT-TERM CORP |
| VERIZON COMMUNICATIONS INC | 20760 | 845555 | COM |
| ISHARES TR | 10200 | 843846 | MRGSTR MD CP ETF |
| EMERSON ELEC CO | 6233 | 827244 | COM |
| ISHARES TR | 5683 | 778209 | RUS MD CP GR ETF |
| VANGUARD INTL EQUITY INDEX F | 5247 | 752053 | FTSE SMCAP ETF |
| SCHWAB STRATEGIC TR | 34703 | 724946 | US REIT ETF |
| PROCTER AND GAMBLE CO | 4715 | 675738 | COM |
| MAXIMUS INC | 7656 | 660866 | COM |
| AMERICAN ELEC PWR CO INC | 5700 | 657267 | COM |
| ENTERPRISE PRODS PARTNERS L | 20054 | 642931 | COM |
| SPDR GOLD TR | 1600 | 634096 | GOLD SHS |
| DIMENSIONAL ETF TRUST | 10305 | 613583 | US TARGETED VLU |
| APOLLO GLOBAL MGMT INC | 4018 | 581646 | COM |
| ISHARES TR | 15203 | 568516 | BROAD USD HIGH |
| DISNEY WALT CO | 4976 | 566120 | COM |
| SCHWAB STRATEGIC TR | 23130 | 540547 | US AGGREGATE B |
| MERCK & CO INC | 5069 | 533563 | COM |
| ISHARES TR | 2161 | 531952 | RUSSELL 2000 ETF |
| ISHARES TR | 7833 | 516978 | CORE S&P MCP ETF |
| DIMENSIONAL ETF TRUST | 10742 | 500473 | US MKTWIDE VALUE |
| LOCKHEED MARTIN CORP | 975 | 471578 | COM |
| BOOKING HOLDINGS INC | 86 | 460558 | COM |
| VANGUARD WORLD FD | 600 | 452268 | INF TECH ETF |
| SCHWAB STRATEGIC TR | 14900 | 448043 | US MID-CAP ETF |
| TEREX CORP NEW | 8356 | 446043 | COM |
| NORTHERN TR CORP | 3224 | 440366 | COM |
| PLAINS ALL AMERN PIPELINE L | 24400 | 438224 | UNIT LTD PARTN |
| EDWARDS LIFESCIENCES CORP | 5040 | 429660 | COM |
| VANGUARD SPECIALIZED FUNDS | 1834 | 403077 | DIV APP ETF |
| ISHARES TR | 2835 | 400226 | S&P SML 600 GWT |
| FIDELITY NATIONAL FINANCIAL | 7091 | 387098 | COM SHS |
| PARKER-HANNIFIN CORP | 440 | 386742 | COM |
| CHEVRON CORP NEW | 2444 | 372490 | COM |
| SCHWAB STRATEGIC TR | 14003 | 370939 | US TIPS ETF |
| EXXON MOBIL CORP | 3038 | 365593 | COM |
| TRAVELERS COMPANIES INC | 1254 | 363735 | COM |
| INTERNATIONAL BUSINESS MACHS | 1224 | 362561 | COM |
| PHILLIPS 66 | 2772 | 357699 | COM |
| SPDR INDEX SHS FDS | 8012 | 355813 | PORTFOLIO DEVLPD |
| DIMENSIONAL ETF TRUST | 10539 | 346628 | US SMALL CAP VAL |
| BLACKROCK UTILS INFRASTRUCTU | 13080 | 336025 | COM |
| TESLA INC | 723 | 325148 | COM |
| 3M CO | 1986 | 317959 | COM |
| DIMENSIONAL ETF TRUST | 6744 | 315619 | US CORE EQT MKT |
| COCA COLA CO | 4317 | 301801 | COM |
| ISHARES TR | 6965 | 298590 | 0-5YR HI YL CP |
| SYSCO CORP | 3990 | 294023 | COM |
| ISHARES TR | 3958 | 280939 | CORE MSCI EURO |
| DIMENSIONAL ETF TRUST | 8356 | 272155 | EMGR CRE EQT MNG |
| AIR PRODS & CHEMS INC | 1080 | 266782 | COM |
| VANGUARD SCOTTSDALE FDS | 3303 | 263348 | SHRT TRM CORP BD |
| MICROCHIP TECHNOLOGY INC. | 4122 | 262654 | COM |
| VANGUARD INDEX FDS | 1224 | 259231 | SM CP VAL ETF |
| ISHARES TR | 2519 | 257920 | 0-5 YR TIPS ETF |
| ISHARES TR | 3016 | 255274 | CORE MSCI TOTAL |
| CONOCOPHILLIPS | 2712 | 253870 | COM |
| NORFOLK SOUTHN CORP | 869 | 250898 | COM |
| CAPITAL ONE FINL CORP | 1019 | 246965 | COM |
| DUKE ENERGY CORP NEW | 2105 | 246727 | COM NEW |
| FORD MTR CO | 18368 | 240988 | COM |
| GARTNER INC | 951 | 239918 | COM |
| SOUTHERN CO | 2744 | 239277 | COM |
| VANGUARD INDEX FDS | 1252 | 239119 | VALUE ETF |
| PRICE T ROWE GROUP INC | 2329 | 238443 | COM |
| STARBUCKS CORP | 2829 | 238230 | COM |
| CONSTELLATION ENERGY CORP | 674 | 238104 | COM |
| DIMENSIONAL ETF TRUST | 4731 | 236100 | INTERNATNAL VAL |
| ALLSTATE CORP | 1112 | 231463 | COM |
| SCHWAB STRATEGIC TR | 7037 | 230462 | EMRG MKTEQ ETF |
| SUNOCO LP/SUNOCO FIN CORP | 4384 | 229765 | COM UT REP LP |
| UNITED PARCEL SERVICE INC | 2300 | 228137 | CL B |
| WEC ENERGY GROUP INC | 2149 | 226634 | COM |
| BROADCOM INC | 638 | 220812 | COM |
| SSGA ACTIVE ETF TR | 5172 | 213441 | STATE STREET BLA |
| RALLIANT CORP | 4156 | 211582 | COM |
| VERALTO CORP | 2097 | 209239 | COM SHS |
| US BANCORP DEL | 3915 | 208904 | COM NEW |
| COMERICA INC | 2400 | 208632 | COM |
| NOVARTIS AG | 1480 | 204048 | SPONSORED ADR |
| EATON VANCE RISK-MANAGED DIV | 14170 | 124979 | COM |
| AGNC INVT CORP | 11300 | 121136 | COM |
| GABELLI UTIL TR | 10000 | 60300 | COM |
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