Filed: 11/6/2025ACC: 0001366838-25-000003
📋 What this filing means
LIBERTY CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 177 equity positions with a total reported market value of $531.32M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
177
Positions
$531.32M
Total AUM (reported)
4.55M
Total Shares
Allocation by class
COM$320.05M60.2%
TOTAL STK MKT$40.51M7.6%
CAP STK CL A$14.83M2.8%
COM CL A$11.76M2.2%
US BRD MKT ETF$10.95M2.1%
TOTAL BND MRKT$9.41M1.8%
NATIONAL MUN ETF$8.33M1.6%
Portfolio Concentration
Top 3$83.93M15.8%
4–10$93.69M17.6%
11–25$123.51M23.2%
Rest$230.19M43.3%
Top 3 weight
15.8%
Top 10 weight
33.4%
Voting Authority Distribution
Total shares with voting rights: 4.55M
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
4.55M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole177
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings177
Rows:
VANGUARD INDEX FDS
SOLEShares123.43K
TypeSH
Market value$40.51M
7.62%
Sole
0.00
Shared
0.00
None
123.43K
APPLE INC
SOLEShares87.71K
TypeSH
Market value$22.33M
4.20%
Sole
0.00
Shared
0.00
None
87.70K
NVIDIA CORPORATION
SOLEShares113.04K
TypeSH
Market value$21.09M
3.97%
Sole
0.00
Shared
0.00
None
113.04K
ALPHABET INC
SOLEShares60.99K
TypeSH
Market value$14.83M
2.79%
Sole
0.00
Shared
0.00
None
60.99K
COSTCO WHSL CORP NEW
SOLEShares15.86K
TypeSH
Market value$14.68M
2.76%
Sole
0.00
Shared
0.00
None
15.86K
INTUIT
SOLEShares20.87K
TypeSH
Market value$14.25M
2.68%
Sole
0.00
Shared
0.00
None
20.87K
AMAZON COM INC
SOLEShares64.80K
TypeSH
Market value$14.23M
2.68%
Sole
0.00
Shared
0.00
None
64.80K
MICROSOFT CORP
SOLEShares25.07K
TypeSH
Market value$12.99M
2.44%
Sole
0.00
Shared
0.00
None
25.07K
VISA INC
SOLEShares34.45K
TypeSH
Market value$11.76M
2.21%
Sole
0.00
Shared
0.00
None
34.45K
SCHWAB STRATEGIC TR
SOLEShares426.05K
TypeSH
Market value$10.95M
2.06%
Sole
0.00
Shared
0.00
None
426.05K
CINTAS CORP
SOLEShares47.49K
TypeSH
Market value$9.75M
1.83%
Sole
0.00
Shared
0.00
None
47.49K
ABBVIE INC
SOLEShares41.85K
TypeSH
Market value$9.69M
1.82%
Sole
0.00
Shared
0.00
None
41.85K
HOME DEPOT INC
SOLEShares23.35K
TypeSH
Market value$9.46M
1.78%
Sole
0.00
Shared
0.00
None
23.35K
VANGUARD BD INDEX FDS
SOLEShares126.53K
TypeSH
Market value$9.41M
1.77%
Sole
0.00
Shared
0.00
None
126.53K
AFLAC INC
SOLEShares81.55K
TypeSH
Market value$9.11M
1.71%
Sole
0.00
Shared
0.00
None
81.55K
APPLIED INDL TECHNOLOGIES IN
SOLEShares34.67K
TypeSH
Market value$9.05M
1.70%
Sole
0.00
Shared
0.00
None
34.67K
JPMORGAN CHASE & CO.
SOLEShares26.44K
TypeSH
Market value$8.34M
1.57%
Sole
0.00
Shared
0.00
None
26.44K
ISHARES TR
SOLEShares78.26K
TypeSH
Market value$8.33M
1.57%
Sole
0.00
Shared
0.00
None
78.26K
THERMO FISHER SCIENTIFIC INC
SOLEShares16.95K
TypeSH
Market value$8.22M
1.55%
Sole
0.00
Shared
0.00
None
16.95K
VANGUARD TAX-MANAGED FDS
SOLEShares128.17K
TypeSH
Market value$7.68M
1.45%
Sole
0.00
Shared
0.00
None
128.17K
AMERICAN CENTY ETF TR
SOLEShares77.13K
TypeSH
Market value$7.68M
1.44%
Sole
0.00
Shared
0.00
None
77.13K
SCHWAB STRATEGIC TR
SOLEShares226.27K
TypeSH
Market value$7.22M
1.36%
Sole
0.00
Shared
0.00
None
226.27K
FISERV INC
SOLEShares51.12K
TypeSH
Market value$6.59M
1.24%
Sole
0.00
Shared
0.00
None
51.12K
DANAHER CORPORATION
SOLEShares33.06K
TypeSH
Market value$6.56M
1.23%
Sole
0.00
Shared
0.00
None
33.06K
ABBOTT LABS
SOLEShares48.02K
TypeSH
Market value$6.43M
1.21%
Sole
0.00
Shared
0.00
None
48.02K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 123.43K | SH | $40.51M 7.62% | 0.00 | 0.00 | 123.43K |
APPLE INCSOLE | COM | 87.71K | SH | $22.33M 4.20% | 0.00 | 0.00 | 87.70K |
NVIDIA CORPORATIONSOLE | COM | 113.04K | SH | $21.09M 3.97% | 0.00 | 0.00 | 113.04K |
ALPHABET INCSOLE | CAP STK CL A | 60.99K | SH | $14.83M 2.79% | 0.00 | 0.00 | 60.99K |
COSTCO WHSL CORP NEWSOLE | COM | 15.86K | SH | $14.68M 2.76% | 0.00 | 0.00 | 15.86K |
INTUITSOLE | COM | 20.87K | SH | $14.25M 2.68% | 0.00 | 0.00 | 20.87K |
AMAZON COM INCSOLE | COM | 64.80K | SH | $14.23M 2.68% | 0.00 | 0.00 | 64.80K |
MICROSOFT CORPSOLE | COM | 25.07K | SH | $12.99M 2.44% | 0.00 | 0.00 | 25.07K |
VISA INCSOLE | COM CL A | 34.45K | SH | $11.76M 2.21% | 0.00 | 0.00 | 34.45K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 426.05K | SH | $10.95M 2.06% | 0.00 | 0.00 | 426.05K |
CINTAS CORPSOLE | COM | 47.49K | SH | $9.75M 1.83% | 0.00 | 0.00 | 47.49K |
ABBVIE INCSOLE | COM | 41.85K | SH | $9.69M 1.82% | 0.00 | 0.00 | 41.85K |
HOME DEPOT INCSOLE | COM | 23.35K | SH | $9.46M 1.78% | 0.00 | 0.00 | 23.35K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 126.53K | SH | $9.41M 1.77% | 0.00 | 0.00 | 126.53K |
AFLAC INCSOLE | COM | 81.55K | SH | $9.11M 1.71% | 0.00 | 0.00 | 81.55K |
APPLIED INDL TECHNOLOGIES INSOLE | COM | 34.67K | SH | $9.05M 1.70% | 0.00 | 0.00 | 34.67K |
JPMORGAN CHASE & CO.SOLE | COM | 26.44K | SH | $8.34M 1.57% | 0.00 | 0.00 | 26.44K |
ISHARES TRSOLE | NATIONAL MUN ETF | 78.26K | SH | $8.33M 1.57% | 0.00 | 0.00 | 78.26K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 16.95K | SH | $8.22M 1.55% | 0.00 | 0.00 | 16.95K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 128.17K | SH | $7.68M 1.45% | 0.00 | 0.00 | 128.17K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 77.13K | SH | $7.68M 1.44% | 0.00 | 0.00 | 77.13K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 226.27K | SH | $7.22M 1.36% | 0.00 | 0.00 | 226.27K |
FISERV INCSOLE | COM | 51.12K | SH | $6.59M 1.24% | 0.00 | 0.00 | 51.12K |
DANAHER CORPORATIONSOLE | COM | 33.06K | SH | $6.56M 1.23% | 0.00 | 0.00 | 33.06K |
ABBOTT LABSSOLE | COM | 48.02K | SH | $6.43M 1.21% | 0.00 | 0.00 | 48.02K |
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