LC
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Liberty Capital Management, Inc.13F | |
Liberty Capital Management, Inc. | |
Last update 2025-07-18 | 174 Stocks (13 new) |
Value $496.00 Mil | Turnover 6 % |
Liberty Capital Management, In... Top Holdings of 2025-06-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 121,511 | 36,931.0 | +5.43% | 7.450 | +0.38% | 0.010 | +18.35% | +7.96% | 476,027.1 | ||
AAPL | Apple Inc | 88,540 | 18,165.7 | -2.88% | 3.670 | -0.13% | 0.000 | +4.21% | -14.76% | 3,180,434.8 | Hardware | |
NVDA | NVIDIA Corp | 113,905 | 17,995.8 | +1.62% | 3.630 | +0.06% | 0.000 | +64.88% | +26.12% | 4,129,788.9 | Semiconductors | |
INTU | Intuit Inc | 20,847 | 16,419.7 | -1.01% | 3.310 | -0.03% | 0.010 | +29.36% | +23.10% | 214,794.8 | Software | |
COST | Costco Wholesale Corp | 16,138 | 15,975.6 | +0.84% | 3.220 | +0.03% | 0.000 | -2.89% | +3.54% | 419,720.0 | Retail - Defensive | |
AMZN | Amazon.com Inc | 65,106 | 14,283.6 | -0.37% | 2.880 | -0.01% | 0.000 | +25.87% | +3.62% | 2,413,415.4 | Retail - Cyclical | |
MSFT | Microsoft Corp | 25,392 | 12,630.2 | -0.07% | 2.550 | 0% | 0.000 | +34.69% | +19.88% | 3,741,101.1 | Software | |
V | Visa Inc | 34,783 | 12,349.7 | -0.65% | 2.490 | -0.02% | 0.000 | +5.96% | +12.29% | 690,953.1 | Credit Services | |
GOOGL | Alphabet Inc | 61,496 | 10,837.4 | -1.35% | 2.190 | -0.03% | 0.000 | +22.22% | +0.42% | 2,305,463.5 | Interactive Media | |
CTAS | Cintas Corp | 48,256 | 10,754.8 | -1.86% | 2.170 | -0.04% | 0.010 | +5.61% | +20.28% | 88,221.4 | Business Services |
Liberty Capital Management, Inc.'s Historical Top Holdings Breakdowns
Liberty Capital Management, Inc.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
AIT | Applied Industrial Technologies Inc | 2025-06-30 | New Buy New Buy | +1.63% | 206.03 ($227.43) 243.28 | $266.26 | 17.07% | New holding | 34,668 | 34,668 | |
AVUV | Avantis U.S. Small Cap Value ETF | 2025-06-30 | Add Add | +0.39% | 75.17 ($86.2) 91.21 | $96.00 | 11.37% | Add 41.87% | 71,154 | 21,001 | |
VTI | Vanguard Total Stock Market ETF | 2025-06-30 | Add Add | +0.38% | 243.75 ($281.15) 303.93 | $310.93 | 10.59% | Add 5.43% | 121,511 | 6,263 | |
BND | Vanguard Total Bond Market ETF | 2025-06-30 | Add Add | +0.26% | 71.88 ($72.74) 73.82 | $73.06 | 0.45% | Add 20.69% | 100,007 | 17,141 | |
DFSV | Dimensional US Small Cap Value ETF | 2025-06-30 | Reduce Reduce | -0.24% | 24.21 ($27.7) 29.47 | $31.00 | 11.93% | Reduce -83.48% | 7,547 | -38,126 | |
POWL | Powell Industries Inc | 2025-06-30 | Add Add | +0.16% | 159.38 ($180.82) 212.92 | $233.80 | 29.30% | Add 137.52% | 6,546 | 3,790 | |
PANW | Palo Alto Networks Inc | 2025-06-30 | Add Add | +0.14% | 152.44 ($185.46) 204.64 | $198.04 | 6.79% | Add 24.13% | 17,994 | 3,498 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -0.13% | 172.42 ($202.27) 223.89 | $213.15 | 5.38% | Reduce -2.88% | 88,540 | -2,623 | |
EME | EMCOR Group Inc | 2025-06-30 | Add Add | +0.12% | 342.02 ($440.12) 534.89 | $572.47 | 30.07% | Add 77.64% | 2,638 | 1,153 | |
SCHD | Schwab US Dividend Equity ETF | 2025-06-30 | Add Add | +0.12% | 24.32 ($26.14) 27.96 | $27.23 | 4.17% | Add 24.17% | 118,159 | 23,000 |
Liberty Capital Management, Inc. Total Holding History ($B)
Liberty Capital Management, Inc.'s Asset Allocation
Liberty Capital Management, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Liberty Capital Management, Inc.'s Hypothetical Growth since 2025-06-30
Liberty Capital Management, Inc.'s Yearly Returns
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Liberty Capital Management, Inc.'s Holdings Heat Map
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Liberty Capital Management, Inc.'s Holdings Bubble Chart
Liberty Capital Management, Inc. News
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