The Analysis of Liberty Capital Management, Inc.'s Holdings
Currently, Liberty Capital Management, Inc. holds 180 types of securities in its portfolio with a total value $537.0M. In the most recent quarter, they have increased their positions in NFLX (+11.2K shares, valued at $1.0M), AVDV (+6.0K shares, valued at $565.2K), SCHB (+19.9K shares, valued at $521.9K); decreased their positions in VTI (-2.0K shares, valued at $654.8K), NVDA (-3.3K shares, valued at $619.9K), VXUS (-6.9K shares, valued at $521.2K); initiated new positions in IJH (+7.8K shares, valued at $517.0K), VTV (+1.3K shares, valued at $239.1K), USB (+3.9K shares, valued at $208.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS121.5K shares-1.58%2025-12-312026-01-26
AAPL APPLE INC87.3K shares-0.41%2025-12-312026-01-26 NVDA NVIDIA CORPORATION109.7K shares-2.94%2025-12-312026-01-26 ALPHABET INC ALPHABET INC60.5K shares-0.81%2025-12-312026-01-26 AMZN AMAZON COM INC64.8K shares0.06%2025-12-312026-01-26 COST COSTCO WHSL CORP NEW15.8K shares-0.38%2025-12-312026-01-26 INTU INTUIT20.4K shares-2.16%2025-12-312026-01-26 V VISA INC34.5K shares0.25%2025-12-312026-01-26 SCHB SCHWAB STRATEGIC TR445.9K shares4.67%2025-12-312026-01-26 MSFT MICROSOFT CORP24.2K shares-3.64%2025-12-312026-01-26 BND VANGUARD BD INDEX FDS132.9K shares5.07%2025-12-312026-01-26 TMO THERMO FISHER SCIENTIFIC INC17.0K shares0.00%2025-12-312026-01-26 ABBV ABBVIE INC42.0K shares0.32%2025-12-312026-01-26 AFL AFLAC INC81.7K shares0.24%2025-12-312026-01-26 CTAS CINTAS CORP47.6K shares0.15%2025-12-312026-01-26 AIT APPLIED INDL TECHNOLOGIES IN34.7K shares0.00%2025-12-312026-01-26 JPM JPMORGAN CHASE & CO.26.6K shares0.57%2025-12-312026-01-26 MUB ISHARES TR78.9K shares0.83%2025-12-312026-01-26 VEA VANGUARD TAX-MANAGED FDS132.0K shares2.97%2025-12-312026-01-26 HD HOME DEPOT INC23.3K shares-0.04%2025-12-312026-01-26 AVUV AMERICAN CENTY ETF TR77.7K shares0.76%2025-12-312026-01-26 ALPHABET INC ALPHABET INC24.2K shares-0.82%2025-12-312026-01-26 DHR DANAHER CORPORATION33.1K shares-0.02%2025-12-312026-01-26 SCHG SCHWAB STRATEGIC TR229.5K shares1.45%2025-12-312026-01-26 RTX RTX CORPORATION38.2K shares0.51%2025-12-312026-01-26 ABT ABBOTT LABS48.8K shares1.55%2025-12-312026-01-26 ECL ECOLAB INC22.9K shares3.09%2025-12-312026-01-26 MCD MCDONALDS CORP19.4K shares0.23%2025-12-312026-01-26 ITW ILLINOIS TOOL WKS INC22.2K shares0.00%2025-12-312026-01-26 FTNT FORTINET INC68.6K shares0.52%2025-12-312026-01-26 UNH UNITEDHEALTH GROUP INC16.0K shares1.75%2025-12-312026-01-26 SCHF SCHWAB STRATEGIC TR218.9K shares5.65%2025-12-312026-01-26 CB CHUBB LIMITED16.7K shares-0.42%2025-12-312026-01-26 FAST FASTENAL CO123.1K shares0.00%2025-12-312026-01-26 SYK STRYKER CORPORATION13.0K shares-5.11%2025-12-312026-01-26 IVV ISHARES TR6.0K shares-2.12%2025-12-312026-01-26 ASML ASML HOLDING N V3.9K shares3.31%2025-12-312026-01-26 PKG PACKAGING CORP AMER20.0K shares0.00%2025-12-312026-01-26 AMT AMERICAN TOWER CORP NEW23.3K shares1.18%2025-12-312026-01-26 SCHA SCHWAB STRATEGIC TR136.6K shares1.83%2025-12-312026-01-26 IJS ISHARES TR33.1K shares0.00%2025-12-312026-01-26 CHD CHURCH & DWIGHT CO INC44.4K shares-0.89%2025-12-312026-01-26 SCHD SCHWAB STRATEGIC TR134.8K shares11.85%2025-12-312026-01-26 PANW PALO ALTO NETWORKS INC19.7K shares3.55%2025-12-312026-01-26 FI FISERV INC47.6K shares-6.85%2025-12-312026-01-26 PFF ISHARES TR100.0K shares-0.12%2025-12-312026-01-26 VTIP VANGUARD MALVERN FDS61.7K shares1.85%2025-12-312026-01-26 TSCO TRACTOR SUPPLY CO60.9K shares2.44%2025-12-312026-01-26 WELL WELLTOWER INC16.3K shares0.00%2025-12-312026-01-26 OTIS OTIS WORLDWIDE CORP34.1K shares0.83%2025-12-312026-01-26 CDNS CADENCE DESIGN SYSTEM INC9.4K shares0.83%2025-12-312026-01-26 VNQ VANGUARD INDEX FDS32.8K shares-6.80%2025-12-312026-01-26 DFAC DIMENSIONAL ETF TRUST72.3K shares0.00%2025-12-312026-01-26 TRMB TRIMBLE INC36.1K shares12.08%2025-12-312026-01-26 PGR PROGRESSIVE CORP11.8K shares0.00%2025-12-312026-01-26 ULTA ULTA BEAUTY INC4.4K shares-0.16%2025-12-312026-01-26 POWL POWELL INDS INC8.1K shares4.05%2025-12-312026-01-26 LLY ELI LILLY & CO2.4K shares0.00%2025-12-312026-01-26 WMT WALMART INC22.2K shares-0.77%2025-12-312026-01-26 ICE INTERCONTINENTAL EXCHANGE IN14.9K shares0.00%2025-12-312026-01-26 EME EMCOR GROUP INC4.0K shares5.64%2025-12-312026-01-26 MA MASTERCARD INCORPORATED4.1K shares-0.37%2025-12-312026-01-26 SPY SPDR S&P 500 ETF TR3.4K shares-0.20%2025-12-312026-01-26 VTEB VANGUARD MUN BD FDS45.3K shares14.01%2025-12-312026-01-26 META META PLATFORMS INC3.4K shares6.96%2025-12-312026-01-26 VPL VANGUARD INTL EQUITY INDEX F24.4K shares-1.50%2025-12-312026-01-26 VEEV VEEVA SYS INC9.8K shares13.01%2025-12-312026-01-26 NEE NEXTERA ENERGY INC26.3K shares-0.60%2025-12-312026-01-26 VGK VANGUARD INTL EQUITY INDEX F24.4K shares-0.44%2025-12-312026-01-26 STZ CONSTELLATION BRANDS INC14.7K shares-8.57%2025-12-312026-01-26 DISV DIMENSIONAL ETF TRUST53.3K shares-6.15%2025-12-312026-01-26 DFAX DIMENSIONAL ETF TRUST60.5K shares0.00%2025-12-312026-01-26 CARR CARRIER GLOBAL CORPORATION35.2K shares2.27%2025-12-312026-01-26 CTSH COGNIZANT TECHNOLOGY SOLUTIO22.1K shares0.00%2025-12-312026-01-26 DFEM DIMENSIONAL ETF TRUST55.2K shares1.31%2025-12-312026-01-26 VWO VANGUARD INTL EQUITY INDEX F33.5K shares1.86%2025-12-312026-01-26 ADBE ADOBE INC4.9K shares-1.00%2025-12-312026-01-26 PEP PEPSICO INC11.0K shares-13.34%2025-12-312026-01-26 CSCO CISCO SYS INC20.1K shares-0.49%2025-12-312026-01-26 GS GOLDMAN SACHS GROUP INC1.6K shares0.00%2025-12-312026-01-26 FTV FORTIVE CORP24.4K shares-2.28%2025-12-312026-01-26 VYM VANGUARD WHITEHALL FDS9.3K shares-1.01%2025-12-312026-01-26 ADP AUTOMATIC DATA PROCESSING IN5.2K shares0.00%2025-12-312026-01-26 ISRG INTUITIVE SURGICAL INC2.3K shares0.00%2025-12-312026-01-26 JNJ JOHNSON & JOHNSON6.2K shares0.00%2025-12-312026-01-26 SLYV SPDR SERIES TRUST14.0K shares0.00%2025-12-312026-01-26 MPWR MONOLITHIC PWR SYS INC1.3K shares13.62%2025-12-312026-01-26 ILCB ISHARES TR12.3K shares0.00%2025-12-312026-01-26 NFLX NETFLIX INC12.1K shares1179.35%2025-12-312026-01-26 LOW LOWES COS INC4.5K shares0.00%2025-12-312026-01-26 VXUS VANGUARD STAR FDS13.2K shares-34.40%2025-12-312026-01-26 AVDV AMERICAN CENTY ETF TR10.0K shares150.79%2025-12-312026-01-26 IWF ISHARES TR1.8K shares69.72%2025-12-312026-01-26 VCIT VANGUARD SCOTTSDALE FDS10.3K shares12.85%2025-12-312026-01-26 VZ VERIZON COMMUNICATIONS INC20.8K shares0.00%2025-12-312026-01-26 IMCB ISHARES TR10.2K shares0.00%2025-12-312026-01-26 EMR EMERSON ELEC CO6.2K shares0.00%2025-12-312026-01-26 IWP ISHARES TR5.7K shares34.10%2025-12-312026-01-26 VSS VANGUARD INTL EQUITY INDEX F5.2K shares-0.32%2025-12-312026-01-26 SCHH SCHWAB STRATEGIC TR34.7K shares13.30%2025-12-312026-01-26 PG PROCTER AND GAMBLE CO4.7K shares-6.26%2025-12-312026-01-26 MMS MAXIMUS INC7.7K shares-10.52%2025-12-312026-01-26 AEP AMERICAN ELEC PWR CO INC5.7K shares0.00%2025-12-312026-01-26 EPD ENTERPRISE PRODS PARTNERS L20.1K shares0.00%2025-12-312026-01-26 GLD SPDR GOLD TR1.6K shares1.91%2025-12-312026-01-26 DFAT DIMENSIONAL ETF TRUST10.3K shares0.00%2025-12-312026-01-26 USHY ISHARES TR15.2K shares0.00%2025-12-312026-01-26 DIS DISNEY WALT CO5.0K shares-14.74%2025-12-312026-01-26 SCHZ SCHWAB STRATEGIC TR23.1K shares-0.09%2025-12-312026-01-26 IWM ISHARES TR2.2K shares133.12%2025-12-312026-01-26 IJH ISHARES TR7.8K sharesnew addition2025-12-312026-01-26 DFUV DIMENSIONAL ETF TRUST10.7K shares0.00%2025-12-312026-01-26 SPYM SPDR SERIES TRUST6.0K shares0.00%2025-12-312026-01-26 LMT LOCKHEED MARTIN CORP975 shares0.00%2025-12-312026-01-26 BKNG BOOKING HOLDINGS INC86 shares0.00%2025-12-312026-01-26 VGT VANGUARD WORLD FD600 shares-19.46%2025-12-312026-01-26 SCHM SCHWAB STRATEGIC TR14.9K shares0.00%2025-12-312026-01-26 TEX TEREX CORP NEW8.4K shares0.00%2025-12-312026-01-26 NTRS NORTHERN TR CORP3.2K shares0.00%2025-12-312026-01-26 PAA PLAINS ALL AMERN PIPELINE L24.4K shares0.00%2025-12-312026-01-26 EW EDWARDS LIFESCIENCES CORP5.0K shares0.00%2025-12-312026-01-26 VIG VANGUARD SPECIALIZED FUNDS1.8K shares0.00%2025-12-312026-01-26 IJT ISHARES TR2.8K shares0.04%2025-12-312026-01-26 FNF FIDELITY NATIONAL FINANCIAL7.1K shares0.00%2025-12-312026-01-26 PH PARKER-HANNIFIN CORP440 shares0.00%2025-12-312026-01-26 CVX CHEVRON CORP NEW2.4K shares0.00%2025-12-312026-01-26 SCHP SCHWAB STRATEGIC TR14.0K shares0.00%2025-12-312026-01-26 XOM EXXON MOBIL CORP3.0K shares0.00%2025-12-312026-01-26 TRV TRAVELERS COMPANIES INC1.3K shares0.00%2025-12-312026-01-26 IBM INTERNATIONAL BUSINESS MACHS1.2K shares0.00%2025-12-312026-01-26 PSX PHILLIPS 662.8K shares0.00%2025-12-312026-01-26 SPDW SPDR INDEX SHS FDS8.0K shares0.00%2025-12-312026-01-26 DFSV DIMENSIONAL ETF TRUST10.5K shares22.55%2025-12-312026-01-26 BUI BLACKROCK UTILS INFRASTRUCTU13.1K shares-29.60%2025-12-312026-01-26 TSLA TESLA INC723 shares0.00%2025-12-312026-01-26 MMM 3M CO2.0K shares0.00%2025-12-312026-01-26 DFAU DIMENSIONAL ETF TRUST6.7K shares0.00%2025-12-312026-01-26 KO COCA COLA CO4.3K shares-1.01%2025-12-312026-01-26 SHYG ISHARES TR7.0K shares0.00%2025-12-312026-01-26 SYY SYSCO CORP4.0K shares0.00%2025-12-312026-01-26 IEUR ISHARES TR4.0K shares0.00%2025-12-312026-01-26 DFAE DIMENSIONAL ETF TRUST8.4K shares-14.61%2025-12-312026-01-26 APD AIR PRODS & CHEMS INC1.1K shares-3.57%2025-12-312026-01-26 VCSH VANGUARD SCOTTSDALE FDS3.3K shares-2.42%2025-12-312026-01-26 MCHP MICROCHIP TECHNOLOGY INC.4.1K shares0.00%2025-12-312026-01-26 VBR VANGUARD INDEX FDS1.2K shares-0.89%2025-12-312026-01-26 STIP ISHARES TR2.5K shares0.00%2025-12-312026-01-26 IXUS ISHARES TR3.0K shares0.77%2025-12-312026-01-26 COP CONOCOPHILLIPS2.7K shares0.00%2025-12-312026-01-26 NSC NORFOLK SOUTHN CORP869 shares0.00%2025-12-312026-01-26 COF CAPITAL ONE FINL CORP1.0K shares0.00%2025-12-312026-01-26 F FORD MTR CO18.4K shares-1.39%2025-12-312026-01-26 IT GARTNER INC951 shares0.00%2025-12-312026-01-26 SO SOUTHERN CO2.7K shares-0.44%2025-12-312026-01-26 VTV VANGUARD INDEX FDS1.3K sharesnew addition2025-12-312026-01-26 TROW PRICE T ROWE GROUP INC2.3K shares0.00%2025-12-312026-01-26 SBUX STARBUCKS CORP2.8K shares0.00%2025-12-312026-01-26 CEG CONSTELLATION ENERGY CORP674 shares0.00%2025-12-312026-01-26 DFIV DIMENSIONAL ETF TRUST4.7K shares0.00%2025-12-312026-01-26 ALL ALLSTATE CORP1.1K shares0.00%2025-12-312026-01-26 SCHE SCHWAB STRATEGIC TR7.0K shares0.00%2025-12-312026-01-26 SUN SUNOCO LP/SUNOCO FIN CORP4.4K shares0.00%2025-12-312026-01-26 UPS UNITED PARCEL SERVICE INC2.3K shares-23.33%2025-12-312026-01-26 BROADCOM INC BROADCOM INC638 shares0.00%2025-12-312026-01-26 SRLN SSGA ACTIVE ETF TR5.2K shares2.56%2025-12-312026-01-26 RAL RALLIANT CORP4.2K shares-21.27%2025-12-312026-01-26 VLTO VERALTO CORP2.1K shares-7.95%2025-12-312026-01-26 USB US BANCORP DEL3.9K sharesnew addition2025-12-312026-01-26 CMA COMERICA INC2.4K sharesnew addition2025-12-312026-01-26 NVS NOVARTIS AG1.5K sharesnew addition2025-12-312026-01-26 ETJ EATON VANCE RISK-MANAGED DIV14.2K shares-12.37%2025-12-312026-01-26 AGNC AGNC INVT CORP11.3K shares0.00%2025-12-312026-01-26 GUT GABELLI UTIL TR10.0K shares0.00%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available