The Analysis of Liberty Capital Management, Inc.'s Holdings
Currently, Liberty Capital Management, Inc. holds 177 types of securities in its portfolio with a total value $531.3M. In the most recent quarter, they have increased their positions in MUB (+65.3K shares, valued at $7.0M), BND (+26.5K shares, valued at $2.0M), NFLX (+949 shares, valued at $1.1M); decreased their positions in VTEB (-83.8K shares, valued at $4.2M), STZ (-6.5K shares, valued at $876.0K), FTV (-9.5K shares, valued at $463.2K); initiated new positions in NFLX (+949 shares, valued at $1.1M), APO (+3.5K shares, valued at $469.2K), DFAE (+9.8K shares, valued at $308.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS123.4K shares1.58%2025-09-302025-11-06
AAPL APPLE INC87.7K shares-0.94%2025-09-302025-11-06 NVDA NVIDIA CORPORATION113.0K shares-0.76%2025-09-302025-11-06 GOOGL ALPHABET INC61.0K shares-0.82%2025-09-302025-11-06 COST COSTCO WHSL CORP NEW15.9K shares-1.73%2025-09-302025-11-06 INTU INTUIT20.9K shares0.11%2025-09-302025-11-06 AMZN AMAZON COM INC64.8K shares-0.47%2025-09-302025-11-06 MSFT MICROSOFT CORP25.1K shares-1.25%2025-09-302025-11-06 V VISA INC34.4K shares-0.97%2025-09-302025-11-06 SCHB SCHWAB STRATEGIC TR426.1K shares2.33%2025-09-302025-11-06 CTAS CINTAS CORP47.5K shares-1.60%2025-09-302025-11-06 ABBV ABBVIE INC41.8K shares1.41%2025-09-302025-11-06 HD HOME DEPOT INC23.3K shares0.38%2025-09-302025-11-06 BND VANGUARD BD INDEX FDS126.5K shares26.52%2025-09-302025-11-06 AFL AFLAC INC81.5K shares-0.02%2025-09-302025-11-06 AIT APPLIED INDL TECHNOLOGIES IN34.7K shares0.00%2025-09-302025-11-06 JPM JPMORGAN CHASE & CO.26.4K shares0.16%2025-09-302025-11-06 MUB ISHARES TR78.3K shares506.05%2025-09-302025-11-06 TMO THERMO FISHER SCIENTIFIC INC17.0K shares2.16%2025-09-302025-11-06 VEA VANGUARD TAX-MANAGED FDS128.2K shares-1.53%2025-09-302025-11-06 AVUV AMERICAN CENTY ETF TR77.1K shares8.40%2025-09-302025-11-06 SCHG SCHWAB STRATEGIC TR226.3K shares2.55%2025-09-302025-11-06 FI FISERV INC51.1K shares-0.82%2025-09-302025-11-06 DHR DANAHER CORPORATION33.1K shares-6.34%2025-09-302025-11-06 ABT ABBOTT LABS48.0K shares3.62%2025-09-302025-11-06 RTX RTX CORPORATION38.0K shares0.20%2025-09-302025-11-06 ECL ECOLAB INC22.2K shares0.05%2025-09-302025-11-06 FAST FASTENAL CO123.1K shares0.00%2025-09-302025-11-06 GOOG ALPHABET INC24.4K shares-0.52%2025-09-302025-11-06 MCD MCDONALDS CORP19.4K shares0.63%2025-09-302025-11-06 ITW ILLINOIS TOOL WKS INC22.2K shares0.00%2025-09-302025-11-06 FTNT FORTINET INC68.2K shares0.07%2025-09-302025-11-06 UNH UNITEDHEALTH GROUP INC15.7K shares6.50%2025-09-302025-11-06 SYK STRYKER CORPORATION13.7K shares6.63%2025-09-302025-11-06 SCHF SCHWAB STRATEGIC TR207.2K shares9.54%2025-09-302025-11-06 CB CHUBB LIMITED16.8K shares0.00%2025-09-302025-11-06 AMT AMERICAN TOWER CORP NEW23.0K shares2.34%2025-09-302025-11-06 PKG PACKAGING CORP AMER20.0K shares-0.39%2025-09-302025-11-06 IVV ISHARES TR6.2K shares2.50%2025-09-302025-11-06 CHD CHURCH & DWIGHT CO INC44.8K shares-0.93%2025-09-302025-11-06 PANW PALO ALTO NETWORKS INC19.0K shares5.75%2025-09-302025-11-06 SCHA SCHWAB STRATEGIC TR134.1K shares2.90%2025-09-302025-11-06 IJS ISHARES TR33.1K shares3.35%2025-09-302025-11-06 ASML ASML HOLDING N V3.7K shares12.22%2025-09-302025-11-06 TSCO TRACTOR SUPPLY CO59.5K shares1.33%2025-09-302025-11-06 SCHD SCHWAB STRATEGIC TR120.5K shares2.02%2025-09-302025-11-06 CDNS CADENCE DESIGN SYSTEM INC9.3K shares0.13%2025-09-302025-11-06 BLK BLACKROCK INC2.8K shares2.50%2025-09-302025-11-06 VNQ VANGUARD INDEX FDS35.2K shares8.34%2025-09-302025-11-06 PFF ISHARES TR100.1K shares0.02%2025-09-302025-11-06 OTIS OTIS WORLDWIDE CORP33.8K shares8.57%2025-09-302025-11-06 VTIP VANGUARD MALVERN FDS60.6K shares23.02%2025-09-302025-11-06 PGR PROGRESSIVE CORP11.8K shares-0.22%2025-09-302025-11-06 WELL WELLTOWER INC16.3K shares-1.08%2025-09-302025-11-06 DFAC DIMENSIONAL ETF TRUST72.3K shares0.00%2025-09-302025-11-06 TRMB TRIMBLE INC32.2K shares4.47%2025-09-302025-11-06 VEEV VEEVA SYS INC8.7K shares5.04%2025-09-302025-11-06 ICE INTERCONTINENTAL EXCHANGE IN14.9K shares0.00%2025-09-302025-11-06 EME EMCOR GROUP INC3.7K shares41.81%2025-09-302025-11-06 ULTA ULTA BEAUTY INC4.4K shares-0.45%2025-09-302025-11-06 POWL POWELL INDS INC7.8K shares18.84%2025-09-302025-11-06 MA MASTERCARD INCORPORATED4.1K shares-0.53%2025-09-302025-11-06 META META PLATFORMS INC3.2K shares14.83%2025-09-302025-11-06 WMT WALMART INC22.3K shares5.23%2025-09-302025-11-06 SPY SPDR S&P 500 ETF TR3.4K shares0.00%2025-09-302025-11-06 VPL VANGUARD INTL EQUITY INDEX F24.8K shares12.54%2025-09-302025-11-06 STZ CONSTELLATION BRANDS INC16.1K shares-28.77%2025-09-302025-11-06 BRK.B BERKSHIRE HATHAWAY INC DEL4.2K shares0.74%2025-09-302025-11-06 CARR CARRIER GLOBAL CORPORATION34.4K shares21.76%2025-09-302025-11-06 DISV DIMENSIONAL ETF TRUST56.8K shares10.61%2025-09-302025-11-06 NEE NEXTERA ENERGY INC26.5K shares0.00%2025-09-302025-11-06 VTEB VANGUARD MUN BD FDS39.8K shares-67.81%2025-09-302025-11-06 VGK VANGUARD INTL EQUITY INDEX F24.6K shares14.97%2025-09-302025-11-06 DFAX DIMENSIONAL ETF TRUST60.5K shares0.00%2025-09-302025-11-06 LLY ELI LILLY & CO2.4K shares0.21%2025-09-302025-11-06 PEP PEPSICO INC12.7K shares-1.01%2025-09-302025-11-06 VWO VANGUARD INTL EQUITY INDEX F32.9K shares-5.34%2025-09-302025-11-06 ADBE ADOBE INC5.0K shares20.44%2025-09-302025-11-06 DFEM DIMENSIONAL ETF TRUST54.5K shares7.98%2025-09-302025-11-06 ADP AUTOMATIC DATA PROCESSING IN5.2K shares-0.31%2025-09-302025-11-06 CTSH COGNIZANT TECHNOLOGY SOLUTIO22.1K shares0.00%2025-09-302025-11-06 VXUS VANGUARD STAR FDS20.1K shares30.31%2025-09-302025-11-06 CSCO CISCO SYS INC20.2K shares10.90%2025-09-302025-11-06 VYM VANGUARD WHITEHALL FDS9.4K shares28.12%2025-09-302025-11-06 GS GOLDMAN SACHS GROUP INC1.6K shares0.00%2025-09-302025-11-06 SLYV SPDR SERIES TRUST14.0K shares0.00%2025-09-302025-11-06 FTV FORTIVE CORP25.0K shares-27.44%2025-09-302025-11-06 JNJ JOHNSON & JOHNSON6.2K shares0.00%2025-09-302025-11-06 NFLX NETFLIX INC949 sharesnew addition2025-09-302025-11-06 ILCB ISHARES TR12.3K shares0.00%2025-09-302025-11-06 LOW LOWES COS INC4.5K shares-1.87%2025-09-302025-11-06 MPWR MONOLITHIC PWR SYS INC1.2K shares184.82%2025-09-302025-11-06 ISRG INTUITIVE SURGICAL INC2.3K shares0.53%2025-09-302025-11-06 QQQ INVESCO QQQ TR1.6K shares5.89%2025-09-302025-11-06 VZ VERIZON COMMUNICATIONS INC20.8K shares0.00%2025-09-302025-11-06 IMCB ISHARES TR10.2K shares0.00%2025-09-302025-11-06 EMR EMERSON ELEC CO6.2K shares2.47%2025-09-302025-11-06 MMS MAXIMUS INC8.6K shares0.00%2025-09-302025-11-06 PG PROCTER AND GAMBLE CO5.0K shares16.62%2025-09-302025-11-06 VCIT VANGUARD SCOTTSDALE FDS9.2K shares-1.05%2025-09-302025-11-06 VSS VANGUARD INTL EQUITY INDEX F5.3K shares-0.38%2025-09-302025-11-06 DIS DISNEY WALT CO5.8K shares0.00%2025-09-302025-11-06 SCHH SCHWAB STRATEGIC TR30.6K shares2.82%2025-09-302025-11-06 AEP AMERICAN ELEC PWR CO INC5.7K shares0.00%2025-09-302025-11-06 EPD ENTERPRISE PRODS PARTNERS L20.1K shares0.00%2025-09-302025-11-06 IWP ISHARES TR4.2K shares-0.26%2025-09-302025-11-06 DFAT DIMENSIONAL ETF TRUST10.3K shares0.00%2025-09-302025-11-06 USHY ISHARES TR15.2K shares24.60%2025-09-302025-11-06 GLD SPDR GOLD TR1.6K shares17.16%2025-09-302025-11-06 VGT VANGUARD WORLD FD745 shares24.17%2025-09-302025-11-06 SCHZ SCHWAB STRATEGIC TR23.1K shares-7.64%2025-09-302025-11-06 IWF ISHARES TR1.1K shares-26.28%2025-09-302025-11-06 LMT LOCKHEED MARTIN CORP975 shares-2.11%2025-09-302025-11-06 BUI BLACKROCK UTILS INFRASTRUCTU18.6K shares0.00%2025-09-302025-11-06 DFUV DIMENSIONAL ETF TRUST10.7K shares0.00%2025-09-302025-11-06 APO APOLLO GLOBAL MGMT INC3.5K sharesnew addition2025-09-302025-11-06 SPYM SPDR SERIES TRUST6.0K shares0.00%2025-09-302025-11-06 BKNG BOOKING HOLDINGS INC86 shares-4.44%2025-09-302025-11-06 MRK MERCK & CO INC5.4K shares3.84%2025-09-302025-11-06 SCHM SCHWAB STRATEGIC TR14.9K shares0.00%2025-09-302025-11-06 NTRS NORTHERN TR CORP3.2K shares0.00%2025-09-302025-11-06 FNF FIDELITY NATIONAL FINANCIAL7.1K shares0.00%2025-09-302025-11-06 TEX TEREX CORP NEW8.4K shares0.00%2025-09-302025-11-06 PAA PLAINS ALL AMERN PIPELINE L24.4K shares0.00%2025-09-302025-11-06 IJT ISHARES TR2.8K shares0.00%2025-09-302025-11-06 VIG VANGUARD SPECIALIZED FUNDS1.8K shares0.00%2025-09-302025-11-06 EW EDWARDS LIFESCIENCES CORP5.0K shares0.00%2025-09-302025-11-06 CVX CHEVRON CORP NEW2.4K shares0.00%2025-09-302025-11-06 SCHP SCHWAB STRATEGIC TR14.0K shares0.00%2025-09-302025-11-06 PSX PHILLIPS 662.8K shares0.00%2025-09-302025-11-06 AVDV AMERICAN CENTY ETF TR4.0K shares33.01%2025-09-302025-11-06 TRV TRAVELERS COMPANIES INC1.3K shares0.00%2025-09-302025-11-06 IBM INTERNATIONAL BUSINESS MACHS1.2K shares0.00%2025-09-302025-11-06 SPDW SPDR INDEX SHS FDS8.0K shares0.00%2025-09-302025-11-06 XOM EXXON MOBIL CORP3.0K shares0.00%2025-09-302025-11-06 PH PARKER-HANNIFIN CORP440 shares-1.57%2025-09-302025-11-06 SYY SYSCO CORP4.0K shares1.58%2025-09-302025-11-06 TSLA TESLA INC723 shares0.00%2025-09-302025-11-06 DFAU DIMENSIONAL ETF TRUST6.7K shares0.00%2025-09-302025-11-06 DFAE DIMENSIONAL ETF TRUST9.8K sharesnew addition2025-09-302025-11-06 MMM 3M CO2.0K shares0.00%2025-09-302025-11-06 APD AIR PRODS & CHEMS INC1.1K shares0.00%2025-09-302025-11-06 WEC WEC ENERGY GROUP INC2.6K shares0.00%2025-09-302025-11-06 SHYG ISHARES TR7.0K sharesnew addition2025-09-302025-11-06 KO COCA COLA CO4.4K shares10.10%2025-09-302025-11-06 DFSV DIMENSIONAL ETF TRUST8.6K shares13.95%2025-09-302025-11-06 VCSH VANGUARD SCOTTSDALE FDS3.4K shares0.00%2025-09-302025-11-06 IEUR ISHARES TR4.0K shares0.00%2025-09-302025-11-06 MCHP MICROCHIP TECHNOLOGY INC.4.1K shares1.93%2025-09-302025-11-06 PPG PPG INDS INC2.5K shares0.00%2025-09-302025-11-06 SO SOUTHERN CO2.8K shares0.00%2025-09-302025-11-06 NSC NORFOLK SOUTHN CORP869 shares0.00%2025-09-302025-11-06 DUK DUKE ENERGY CORP NEW2.1K shares0.00%2025-09-302025-11-06 STIP ISHARES TR2.5K shares0.00%2025-09-302025-11-06 CVS CVS HEALTH CORP3.5K sharesnew addition2025-09-302025-11-06 VBR VANGUARD INDEX FDS1.2K shares-1.28%2025-09-302025-11-06 COP CONOCOPHILLIPS2.7K shares0.00%2025-09-302025-11-06 UPS UNITED PARCEL SERVICE INC3.0K shares0.00%2025-09-302025-11-06 IT GARTNER INC951 shares-7.76%2025-09-302025-11-06 IXUS ISHARES TR3.0K shares0.00%2025-09-302025-11-06 VLTO VERALTO CORP2.3K shares0.00%2025-09-302025-11-06 SBUX STARBUCKS CORP2.8K shares0.00%2025-09-302025-11-06 TROW PRICE T ROWE GROUP INC2.3K shares0.00%2025-09-302025-11-06 ALL ALLSTATE CORP1.1K shares0.00%2025-09-302025-11-06 SCHE SCHWAB STRATEGIC TR7.0K shares0.00%2025-09-302025-11-06 RAL RALLIANT CORP5.3K shares-46.57%2025-09-302025-11-06 IWM ISHARES TR927 shares0.00%2025-09-302025-11-06 F FORD MTR CO18.6K shares1.40%2025-09-302025-11-06 CEG CONSTELLATION ENERGY CORP674 shares0.00%2025-09-302025-11-06 SUN SUNOCO LP/SUNOCO FIN CORP4.4K shares0.00%2025-09-302025-11-06 DFIV DIMENSIONAL ETF TRUST4.7K shares0.00%2025-09-302025-11-06 COF CAPITAL ONE FINL CORP1.0K shares0.00%2025-09-302025-11-06 AVGO BROADCOM INC638 sharesnew addition2025-09-302025-11-06 SRLN SSGA ACTIVE ETF TR5.0K shares1.94%2025-09-302025-11-06 ETJ EATON VANCE RISK-MANAGED DIV16.2K shares0.00%2025-09-302025-11-06 AGNC AGNC INVT CORP11.3K shares0.00%2025-09-302025-11-06 GUT GABELLI UTIL TR10.0K shares0.00%2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available