Filed: 7/18/2025ACC: 0001085146-25-003967
📋 What this filing means
LIBERTY CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 174 equity positions with a total reported market value of $495.64M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
174
Positions
$495.64M
Total AUM (reported)
4.49M
Total Shares
Allocation by class
COM$304.37M61.4%
TOTAL STK MKT$36.93M7.5%
COM CL A$12.35M2.5%
CAP STK CL A$10.84M2.2%
US BRD MKT ETF$9.92M2.0%
CL A$9.76M2.0%
VAN FTSE DEV MKT$7.42M1.5%
Portfolio Concentration
Top 3$73.09M14.7%
4–10$93.25M18.8%
11–25$114.23M23.0%
Rest$215.07M43.4%
Top 3 weight
14.7%
Top 10 weight
33.6%
Voting Authority Distribution
Total shares with voting rights: 4.49M
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
4.49M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole174
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings174
Rows:
VANGUARD INDEX FDS
SOLEShares121.51K
TypeSH
Market value$36.93M
7.45%
Sole
0.00
Shared
0.00
None
121.51K
APPLE INC
SOLEShares88.54K
TypeSH
Market value$18.17M
3.67%
Sole
0.00
Shared
0.00
None
88.54K
NVIDIA CORPORATION
SOLEShares113.91K
TypeSH
Market value$18.00M
3.63%
Sole
0.00
Shared
0.00
None
113.91K
INTUIT
SOLEShares20.85K
TypeSH
Market value$16.42M
3.31%
Sole
0.00
Shared
0.00
None
20.85K
COSTCO WHSL CORP NEW
SOLEShares16.14K
TypeSH
Market value$15.98M
3.22%
Sole
0.00
Shared
0.00
None
16.14K
AMAZON COM INC
SOLEShares65.11K
TypeSH
Market value$14.28M
2.88%
Sole
0.00
Shared
0.00
None
65.11K
MICROSOFT CORP
SOLEShares25.39K
TypeSH
Market value$12.63M
2.55%
Sole
0.00
Shared
0.00
None
25.39K
VISA INC
SOLEShares34.78K
TypeSH
Market value$12.35M
2.49%
Sole
0.00
Shared
0.00
None
34.78K
ALPHABET INC
SOLEShares61.50K
TypeSH
Market value$10.84M
2.19%
Sole
0.00
Shared
0.00
None
61.50K
CINTAS CORP
SOLEShares48.26K
TypeSH
Market value$10.75M
2.17%
Sole
0.00
Shared
0.00
None
48.26K
SCHWAB STRATEGIC TR
SOLEShares416.35K
TypeSH
Market value$9.92M
2.00%
Sole
0.00
Shared
0.00
None
416.35K
FISERV INC
SOLEShares51.54K
TypeSH
Market value$8.89M
1.79%
Sole
0.00
Shared
0.00
None
51.54K
AFLAC INC
SOLEShares81.57K
TypeSH
Market value$8.60M
1.74%
Sole
0.00
Shared
0.00
None
81.57K
HOME DEPOT INC
SOLEShares23.26K
TypeSH
Market value$8.53M
1.72%
Sole
0.00
Shared
0.00
None
23.26K
APPLIED INDL TECHNOLOGIES IN
SOLEShares34.67K
TypeSH
Market value$8.06M
1.63%
Sole
0.00
Shared
0.00
None
34.67K
ABBVIE INC
SOLEShares41.27K
TypeSH
Market value$7.66M
1.55%
Sole
0.00
Shared
0.00
None
41.27K
JPMORGAN CHASE & CO.
SOLEShares26.40K
TypeSH
Market value$7.65M
1.54%
Sole
0.00
Shared
0.00
None
26.40K
VANGUARD TAX-MANAGED FDS
SOLEShares130.17K
TypeSH
Market value$7.42M
1.50%
Sole
0.00
Shared
0.00
None
130.17K
VANGUARD BD INDEX FDS
SOLEShares100.01K
TypeSH
Market value$7.36M
1.49%
Sole
0.00
Shared
0.00
None
100.01K
FORTINET INC
SOLEShares68.19K
TypeSH
Market value$7.21M
1.45%
Sole
0.00
Shared
0.00
None
68.19K
DANAHER CORPORATION
SOLEShares35.30K
TypeSH
Market value$6.97M
1.41%
Sole
0.00
Shared
0.00
None
35.30K
THERMO FISHER SCIENTIFIC INC
SOLEShares16.59K
TypeSH
Market value$6.73M
1.36%
Sole
0.00
Shared
0.00
None
16.59K
AMERICAN CENTY ETF TR
SOLEShares71.15K
TypeSH
Market value$6.48M
1.31%
Sole
0.00
Shared
0.00
None
71.15K
SCHWAB STRATEGIC TR
SOLEShares220.64K
TypeSH
Market value$6.44M
1.30%
Sole
0.00
Shared
0.00
None
220.64K
ABBOTT LABS
SOLEShares46.34K
TypeSH
Market value$6.30M
1.27%
Sole
0.00
Shared
0.00
None
46.34K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 121.51K | SH | $36.93M 7.45% | 0.00 | 0.00 | 121.51K |
APPLE INCSOLE | COM | 88.54K | SH | $18.17M 3.67% | 0.00 | 0.00 | 88.54K |
NVIDIA CORPORATIONSOLE | COM | 113.91K | SH | $18.00M 3.63% | 0.00 | 0.00 | 113.91K |
INTUITSOLE | COM | 20.85K | SH | $16.42M 3.31% | 0.00 | 0.00 | 20.85K |
COSTCO WHSL CORP NEWSOLE | COM | 16.14K | SH | $15.98M 3.22% | 0.00 | 0.00 | 16.14K |
AMAZON COM INCSOLE | COM | 65.11K | SH | $14.28M 2.88% | 0.00 | 0.00 | 65.11K |
MICROSOFT CORPSOLE | COM | 25.39K | SH | $12.63M 2.55% | 0.00 | 0.00 | 25.39K |
VISA INCSOLE | COM CL A | 34.78K | SH | $12.35M 2.49% | 0.00 | 0.00 | 34.78K |
ALPHABET INCSOLE | CAP STK CL A | 61.50K | SH | $10.84M 2.19% | 0.00 | 0.00 | 61.50K |
CINTAS CORPSOLE | COM | 48.26K | SH | $10.75M 2.17% | 0.00 | 0.00 | 48.26K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 416.35K | SH | $9.92M 2.00% | 0.00 | 0.00 | 416.35K |
FISERV INCSOLE | COM | 51.54K | SH | $8.89M 1.79% | 0.00 | 0.00 | 51.54K |
AFLAC INCSOLE | COM | 81.57K | SH | $8.60M 1.74% | 0.00 | 0.00 | 81.57K |
HOME DEPOT INCSOLE | COM | 23.26K | SH | $8.53M 1.72% | 0.00 | 0.00 | 23.26K |
APPLIED INDL TECHNOLOGIES INSOLE | COM | 34.67K | SH | $8.06M 1.63% | 0.00 | 0.00 | 34.67K |
ABBVIE INCSOLE | COM | 41.27K | SH | $7.66M 1.55% | 0.00 | 0.00 | 41.27K |
JPMORGAN CHASE & CO.SOLE | COM | 26.40K | SH | $7.65M 1.54% | 0.00 | 0.00 | 26.40K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 130.17K | SH | $7.42M 1.50% | 0.00 | 0.00 | 130.17K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 100.01K | SH | $7.36M 1.49% | 0.00 | 0.00 | 100.01K |
FORTINET INCSOLE | COM | 68.19K | SH | $7.21M 1.45% | 0.00 | 0.00 | 68.19K |
DANAHER CORPORATIONSOLE | COM | 35.30K | SH | $6.97M 1.41% | 0.00 | 0.00 | 35.30K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 16.59K | SH | $6.73M 1.36% | 0.00 | 0.00 | 16.59K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 71.15K | SH | $6.48M 1.31% | 0.00 | 0.00 | 71.15K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 220.64K | SH | $6.44M 1.30% | 0.00 | 0.00 | 220.64K |
ABBOTT LABSSOLE | COM | 46.34K | SH | $6.30M 1.27% | 0.00 | 0.00 | 46.34K |
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