Filed: 4/16/2025ACC: 0001085146-25-002121
📋 What this filing means
LIBERTY CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 161 equity positions with a total reported market value of $449.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
161
Positions
$449.20M
Total AUM (reported)
4.20M
Total Shares
Allocation by class
COM$280.05M62.3%
TOTAL STK MKT$31.67M7.1%
COM CL A$12.27M2.7%
CAP STK CL A$9.64M2.1%
CL A$9.19M2.0%
US BRD MKT ETF$8.78M2.0%
VAN FTSE DEV MKT$6.64M1.5%
Portfolio Concentration
Top 3$67.06M14.9%
4–10$80.96M18.0%
11–25$109.61M24.4%
Rest$191.56M42.6%
Top 3 weight
14.9%
Top 10 weight
33.0%
Voting Authority Distribution
Total shares with voting rights: 4.20M
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
4.20M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole161
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings161
Rows:
VANGUARD INDEX FDS
SOLEShares115.25K
TypeSH
Market value$31.67M
7.05%
Sole
0.00
Shared
0.00
None
115.25K
APPLE INC
SOLEShares91.16K
TypeSH
Market value$20.25M
4.51%
Sole
0.00
Shared
0.00
None
91.16K
COSTCO WHSL CORP NEW
SOLEShares16K
TypeSH
Market value$15.14M
3.37%
Sole
0.00
Shared
0.00
None
16K
INTUIT
SOLEShares21.06K
TypeSH
Market value$12.93M
2.88%
Sole
0.00
Shared
0.00
None
21.06K
AMAZON COM INC
SOLEShares65.35K
TypeSH
Market value$12.43M
2.77%
Sole
0.00
Shared
0.00
None
65.35K
VISA INC
SOLEShares35.01K
TypeSH
Market value$12.27M
2.73%
Sole
0.00
Shared
0.00
None
35.01K
NVIDIA CORPORATION
SOLEShares112.09K
TypeSH
Market value$12.15M
2.70%
Sole
0.00
Shared
0.00
None
112.09K
FISERV INC
SOLEShares51.79K
TypeSH
Market value$11.44M
2.55%
Sole
0.00
Shared
0.00
None
51.79K
CINTAS CORP
SOLEShares49.17K
TypeSH
Market value$10.11M
2.25%
Sole
0.00
Shared
0.00
None
49.17K
ALPHABET INC
SOLEShares62.34K
TypeSH
Market value$9.64M
2.15%
Sole
0.00
Shared
0.00
None
62.34K
MICROSOFT CORP
SOLEShares25.41K
TypeSH
Market value$9.54M
2.12%
Sole
0.00
Shared
0.00
None
25.41K
AFLAC INC
SOLEShares81.65K
TypeSH
Market value$9.08M
2.02%
Sole
0.00
Shared
0.00
None
81.65K
SCHWAB STRATEGIC TR
SOLEShares407.97K
TypeSH
Market value$8.78M
1.96%
Sole
0.00
Shared
0.00
None
407.97K
HOME DEPOT INC
SOLEShares22.97K
TypeSH
Market value$8.42M
1.87%
Sole
0.00
Shared
0.00
None
22.97K
THERMO FISHER SCIENTIFIC INC
SOLEShares16.55K
TypeSH
Market value$8.23M
1.83%
Sole
0.00
Shared
0.00
None
16.55K
ABBVIE INC
SOLEShares39.19K
TypeSH
Market value$8.21M
1.83%
Sole
0.00
Shared
0.00
None
39.19K
UNITEDHEALTH GROUP INC
SOLEShares14.05K
TypeSH
Market value$7.36M
1.64%
Sole
0.00
Shared
0.00
None
14.05K
DANAHER CORPORATION
SOLEShares34.17K
TypeSH
Market value$7.01M
1.56%
Sole
0.00
Shared
0.00
None
34.17K
VANGUARD TAX-MANAGED FDS
SOLEShares130.62K
TypeSH
Market value$6.64M
1.48%
Sole
0.00
Shared
0.00
None
130.62K
FORTINET INC
SOLEShares68.20K
TypeSH
Market value$6.57M
1.46%
Sole
0.00
Shared
0.00
None
68.20K
JPMORGAN CHASE & CO.
SOLEShares26.26K
TypeSH
Market value$6.44M
1.43%
Sole
0.00
Shared
0.00
None
26.26K
VANGUARD BD INDEX FDS
SOLEShares82.87K
TypeSH
Market value$6.09M
1.35%
Sole
0.00
Shared
0.00
None
82.87K
ABBOTT LABS
SOLEShares43.94K
TypeSH
Market value$5.83M
1.30%
Sole
0.00
Shared
0.00
None
43.94K
VANGUARD MUN BD FDS
SOLEShares115.26K
TypeSH
Market value$5.72M
1.27%
Sole
0.00
Shared
0.00
None
115.26K
MCDONALDS CORP
SOLEShares18.26K
TypeSH
Market value$5.71M
1.27%
Sole
0.00
Shared
0.00
None
18.26K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 115.25K | SH | $31.67M 7.05% | 0.00 | 0.00 | 115.25K |
APPLE INCSOLE | COM | 91.16K | SH | $20.25M 4.51% | 0.00 | 0.00 | 91.16K |
COSTCO WHSL CORP NEWSOLE | COM | 16K | SH | $15.14M 3.37% | 0.00 | 0.00 | 16K |
INTUITSOLE | COM | 21.06K | SH | $12.93M 2.88% | 0.00 | 0.00 | 21.06K |
AMAZON COM INCSOLE | COM | 65.35K | SH | $12.43M 2.77% | 0.00 | 0.00 | 65.35K |
VISA INCSOLE | COM CL A | 35.01K | SH | $12.27M 2.73% | 0.00 | 0.00 | 35.01K |
NVIDIA CORPORATIONSOLE | COM | 112.09K | SH | $12.15M 2.70% | 0.00 | 0.00 | 112.09K |
FISERV INCSOLE | COM | 51.79K | SH | $11.44M 2.55% | 0.00 | 0.00 | 51.79K |
CINTAS CORPSOLE | COM | 49.17K | SH | $10.11M 2.25% | 0.00 | 0.00 | 49.17K |
ALPHABET INCSOLE | CAP STK CL A | 62.34K | SH | $9.64M 2.15% | 0.00 | 0.00 | 62.34K |
MICROSOFT CORPSOLE | COM | 25.41K | SH | $9.54M 2.12% | 0.00 | 0.00 | 25.41K |
AFLAC INCSOLE | COM | 81.65K | SH | $9.08M 2.02% | 0.00 | 0.00 | 81.65K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 407.97K | SH | $8.78M 1.96% | 0.00 | 0.00 | 407.97K |
HOME DEPOT INCSOLE | COM | 22.97K | SH | $8.42M 1.87% | 0.00 | 0.00 | 22.97K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 16.55K | SH | $8.23M 1.83% | 0.00 | 0.00 | 16.55K |
ABBVIE INCSOLE | COM | 39.19K | SH | $8.21M 1.83% | 0.00 | 0.00 | 39.19K |
UNITEDHEALTH GROUP INCSOLE | COM | 14.05K | SH | $7.36M 1.64% | 0.00 | 0.00 | 14.05K |
DANAHER CORPORATIONSOLE | COM | 34.17K | SH | $7.01M 1.56% | 0.00 | 0.00 | 34.17K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 130.62K | SH | $6.64M 1.48% | 0.00 | 0.00 | 130.62K |
FORTINET INCSOLE | COM | 68.20K | SH | $6.57M 1.46% | 0.00 | 0.00 | 68.20K |
JPMORGAN CHASE & CO.SOLE | COM | 26.26K | SH | $6.44M 1.43% | 0.00 | 0.00 | 26.26K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 82.87K | SH | $6.09M 1.35% | 0.00 | 0.00 | 82.87K |
ABBOTT LABSSOLE | COM | 43.94K | SH | $5.83M 1.30% | 0.00 | 0.00 | 43.94K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 115.26K | SH | $5.72M 1.27% | 0.00 | 0.00 | 115.26K |
MCDONALDS CORPSOLE | COM | 18.26K | SH | $5.71M 1.27% | 0.00 | 0.00 | 18.26K |
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