Filed: 1/28/2025ACC: 0001085146-25-000565
📋 What this filing means
LIBERTY CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 159 equity positions with a total reported market value of $450.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
159
Positions
$450.74M
Total AUM (reported)
4.02M
Total Shares
Allocation by class
COM$281.85M62.5%
TOTAL STK MKT$33.57M7.4%
CAP STK CL A$11.69M2.6%
COM CL A$11.11M2.5%
CL A$9.91M2.2%
US BRD MKT ETF$8.58M1.9%
VAN FTSE DEV MKT$6.11M1.4%
Portfolio Concentration
Top 3$71.48M15.9%
4–10$86.04M19.1%
11–25$106.20M23.6%
Rest$187.02M41.5%
Top 3 weight
15.9%
Top 10 weight
34.9%
Voting Authority Distribution
Total shares with voting rights: 4.02M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.02M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole159
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings159
Rows:
VANGUARD INDEX FDS
SOLEShares115.84K
TypeSH
Market value$33.57M
7.45%
Sole
0.00
Shared
0.00
None
115.84K
APPLE INC
SOLEShares91.86K
TypeSH
Market value$23.00M
5.10%
Sole
0.00
Shared
0.00
None
91.86K
NVIDIA CORPORATION
SOLEShares110.99K
TypeSH
Market value$14.91M
3.31%
Sole
0.00
Shared
0.00
None
110.99K
COSTCO WHSL CORP NEW
SOLEShares16.18K
TypeSH
Market value$14.83M
3.29%
Sole
0.00
Shared
0.00
None
16.18K
AMAZON COM INC
SOLEShares63.12K
TypeSH
Market value$13.85M
3.07%
Sole
0.00
Shared
0.00
None
63.12K
INTUIT
SOLEShares21K
TypeSH
Market value$13.20M
2.93%
Sole
0.00
Shared
0.00
None
21K
ALPHABET INC
SOLEShares61.76K
TypeSH
Market value$11.69M
2.59%
Sole
0.00
Shared
0.00
None
61.76K
VISA INC
SOLEShares35.17K
TypeSH
Market value$11.11M
2.47%
Sole
0.00
Shared
0.00
None
35.17K
FISERV INC
SOLEShares52.15K
TypeSH
Market value$10.71M
2.38%
Sole
0.00
Shared
0.00
None
52.15K
MICROSOFT CORP
SOLEShares25.27K
TypeSH
Market value$10.65M
2.36%
Sole
0.00
Shared
0.00
None
25.27K
HOME DEPOT INC
SOLEShares22.98K
TypeSH
Market value$8.94M
1.98%
Sole
0.00
Shared
0.00
None
22.98K
CINTAS CORP
SOLEShares48.53K
TypeSH
Market value$8.87M
1.97%
Sole
0.00
Shared
0.00
None
48.53K
THERMO FISHER SCIENTIFIC INC
SOLEShares16.63K
TypeSH
Market value$8.65M
1.92%
Sole
0.00
Shared
0.00
None
16.63K
SCHWAB STRATEGIC TR
SOLEShares377.91K
TypeSH
Market value$8.58M
1.90%
Sole
0.00
Shared
0.00
None
377.91K
AFLAC INC
SOLEShares81.40K
TypeSH
Market value$8.42M
1.87%
Sole
0.00
Shared
0.00
None
81.40K
DANAHER CORPORATION
SOLEShares34.20K
TypeSH
Market value$7.85M
1.74%
Sole
0.00
Shared
0.00
None
34.20K
UNITEDHEALTH GROUP INC
SOLEShares14.05K
TypeSH
Market value$7.11M
1.58%
Sole
0.00
Shared
0.00
None
14.05K
ABBVIE INC
SOLEShares39.25K
TypeSH
Market value$6.97M
1.55%
Sole
0.00
Shared
0.00
None
39.25K
FORTINET INC
SOLEShares67.79K
TypeSH
Market value$6.40M
1.42%
Sole
0.00
Shared
0.00
None
67.79K
JPMORGAN CHASE & CO.
SOLEShares25.76K
TypeSH
Market value$6.18M
1.37%
Sole
0.00
Shared
0.00
None
25.76K
VANGUARD TAX-MANAGED FDS
SOLEShares127.70K
TypeSH
Market value$6.11M
1.35%
Sole
0.00
Shared
0.00
None
127.70K
VANGUARD BD INDEX FDS
SOLEShares79.79K
TypeSH
Market value$5.74M
1.27%
Sole
0.00
Shared
0.00
None
79.79K
ILLINOIS TOOL WKS INC
SOLEShares22.17K
TypeSH
Market value$5.62M
1.25%
Sole
0.00
Shared
0.00
None
22.17K
VANGUARD MUN BD FDS
SOLEShares110.52K
TypeSH
Market value$5.54M
1.23%
Sole
0.00
Shared
0.00
None
110.52K
MCDONALDS CORP
SOLEShares18.03K
TypeSH
Market value$5.23M
1.16%
Sole
0.00
Shared
0.00
None
18.03K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 115.84K | SH | $33.57M 7.45% | 0.00 | 0.00 | 115.84K |
APPLE INCSOLE | COM | 91.86K | SH | $23.00M 5.10% | 0.00 | 0.00 | 91.86K |
NVIDIA CORPORATIONSOLE | COM | 110.99K | SH | $14.91M 3.31% | 0.00 | 0.00 | 110.99K |
COSTCO WHSL CORP NEWSOLE | COM | 16.18K | SH | $14.83M 3.29% | 0.00 | 0.00 | 16.18K |
AMAZON COM INCSOLE | COM | 63.12K | SH | $13.85M 3.07% | 0.00 | 0.00 | 63.12K |
INTUITSOLE | COM | 21K | SH | $13.20M 2.93% | 0.00 | 0.00 | 21K |
ALPHABET INCSOLE | CAP STK CL A | 61.76K | SH | $11.69M 2.59% | 0.00 | 0.00 | 61.76K |
VISA INCSOLE | COM CL A | 35.17K | SH | $11.11M 2.47% | 0.00 | 0.00 | 35.17K |
FISERV INCSOLE | COM | 52.15K | SH | $10.71M 2.38% | 0.00 | 0.00 | 52.15K |
MICROSOFT CORPSOLE | COM | 25.27K | SH | $10.65M 2.36% | 0.00 | 0.00 | 25.27K |
HOME DEPOT INCSOLE | COM | 22.98K | SH | $8.94M 1.98% | 0.00 | 0.00 | 22.98K |
CINTAS CORPSOLE | COM | 48.53K | SH | $8.87M 1.97% | 0.00 | 0.00 | 48.53K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 16.63K | SH | $8.65M 1.92% | 0.00 | 0.00 | 16.63K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 377.91K | SH | $8.58M 1.90% | 0.00 | 0.00 | 377.91K |
AFLAC INCSOLE | COM | 81.40K | SH | $8.42M 1.87% | 0.00 | 0.00 | 81.40K |
DANAHER CORPORATIONSOLE | COM | 34.20K | SH | $7.85M 1.74% | 0.00 | 0.00 | 34.20K |
UNITEDHEALTH GROUP INCSOLE | COM | 14.05K | SH | $7.11M 1.58% | 0.00 | 0.00 | 14.05K |
ABBVIE INCSOLE | COM | 39.25K | SH | $6.97M 1.55% | 0.00 | 0.00 | 39.25K |
FORTINET INCSOLE | COM | 67.79K | SH | $6.40M 1.42% | 0.00 | 0.00 | 67.79K |
JPMORGAN CHASE & CO.SOLE | COM | 25.76K | SH | $6.18M 1.37% | 0.00 | 0.00 | 25.76K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 127.70K | SH | $6.11M 1.35% | 0.00 | 0.00 | 127.70K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 79.79K | SH | $5.74M 1.27% | 0.00 | 0.00 | 79.79K |
ILLINOIS TOOL WKS INCSOLE | COM | 22.17K | SH | $5.62M 1.25% | 0.00 | 0.00 | 22.17K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 110.52K | SH | $5.54M 1.23% | 0.00 | 0.00 | 110.52K |
MCDONALDS CORPSOLE | COM | 18.03K | SH | $5.23M 1.16% | 0.00 | 0.00 | 18.03K |
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