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Latest Liberty Capital Management, Inc. Stock Portfolio

$405Million

Equity Portfolio Value

Last Reported on: 11 Apr, 2024

About Liberty Capital Management, Inc. and it’s 13F Hedge Fund Stock Holdings

Liberty Capital Management, Inc. is a hedge fund based in Birmingham, MI. On 28-Aug-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $467.1 Millions. In it's latest 13F Holdings report, Liberty Capital Management, Inc. reported an equity portfolio of $381.1 Millions as of 31 Dec, 2023.

The top stock holdings of Liberty Capital Management, Inc. are VOO, AAPL, INTU. The fund has invested 6.9% of it's portfolio in VANGUARD INDEX FDS and 4.9% of portfolio in APPLE INC.

The fund managers got completely rid off DOLLAR GEN CORP NEW (DG) stocks. They significantly reduced their stock positions in TEREX CORP NEW (TEX), LAUDER ESTEE COS INC (EL) and NEXTERA ENERGY INC (NEE). Liberty Capital Management, Inc. opened new stock positions in ISHARES TR (AAXJ), META PLATFORMS INC (META) and VANGUARD SPECIALIZED FUNDS (VIG). The fund showed a lot of confidence in some stocks as they added substantially to PALO ALTO NETWORKS INC (PANW), ACCENTURE PLC IRELAND (ACN) and DIMENSIONAL ETF TRUST (DFAC).

New Buys

Ticker	$ Bought
PARKER-HANNIFIN CORP	239,545
ISHARES TR	212,063

New stocks bought by Liberty Capital Management, Inc.

Additions

Ticker	% Inc.
WALMART INC	200
INTUITIVE SURGICAL INC	104
AMERICAN CENTY ETF TR	37.24
PALO ALTO NETWORKS INC	31.37
VANGUARD SCOTTSDALE FDS	19.86
DIMENSIONAL ETF TRUST	19.52
META PLATFORMS INC	19.21
ACCENTURE PLC IRELAND	17.37

Additions to existing portfolio by Liberty Capital Management, Inc.

Reductions

Ticker	% Reduced
ISHARES TR	-25.98
ISHARES TR	-25.12
VERALTO CORP	-24.00
VANGUARD INTL EQUITY INDEX F	-22.06
SPDR SER TR	-17.95
SCHWAB STRATEGIC TR	-15.38
DIMENSIONAL ETF TRUST	-14.44
ISHARES TR	-14.28

Liberty Capital Management, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
LAUDER ESTEE COS INC	-261,641
VANGUARD INDEX FDS	-232,881
TESLA INC	-280,285

Liberty Capital Management, Inc. got rid off the above stocks

Current Stock Holdings of Liberty Capital Management, Inc.

Last Reported on: 11 Apr, 2024

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	APPLE INC	3.97	93,992	16,117,700	REDUCED	-2.49
AAXJ	ISHARES TR	0.99	125,148	4,033,520	REDUCED	-25.12
AAXJ	ISHARES TR	0.46	17,362	1,868,150	UNCHANGED	0.00
AAXJ	ISHARES TR	0.18	10,200	742,866	UNCHANGED	0.00
ABBV	ABBVIE INC	1.68	37,358	6,802,890	REDUCED	-1.14
ABT	ABBOTT LABS	1.14	40,705	4,626,530	REDUCED	-0.72
ACN	ACCENTURE PLC IRELAND	0.22	2,548	883,162	ADDED	17.37
ACWF	ISHARES TR	0.06	4,178	241,697	UNCHANGED	0.00
ADBE	ADOBE INC	0.63	5,048	2,547,220	ADDED	3.74
ADP	AUTOMATIC DATA PROCESSING IN	0.32	5,143	1,284,410	REDUCED	-5.51
AEMB	AMERICAN CENTY ETF TR	0.85	36,650	3,434,470	ADDED	37.24
AEP	AMERICAN ELEC PWR CO INC	0.12	5,800	499,380	UNCHANGED	0.00
AFL	AFLAC INC	1.71	80,748	6,933,020	REDUCED	-1.95
AGG	ISHARES TR	0.77	30,527	3,136,960	REDUCED	-25.98
AGG	ISHARES TR	0.58	4,497	2,364,210	REDUCED	-14.28
AGG	ISHARES TR	0.22	12,260	888,482	UNCHANGED	0.00
AGG	ISHARES TR	0.13	1,525	514,001	UNCHANGED	0.00
AGG	ISHARES TR	0.12	4,299	490,688	REDUCED	-1.13
AGG	ISHARES TR	0.09	2,830	369,981	UNCHANGED	0.00
AMT	AMERICAN TOWER CORP NEW	1.07	21,883	4,323,860	ADDED	1.87
AMZN	AMAZON COM INC	2.78	62,506	11,274,800	REDUCED	-1.99
APD	AIR PRODS & CHEMS INC	0.06	1,045	253,172	UNCHANGED	0.00
ASML	ASML HOLDING N V	0.60	2,488	2,414,530	REDUCED	-1.27
BIL	SPDR SER TR	0.29	14,000	1,161,580	REDUCED	-17.95
BIV	VANGUARD BD INDEX FDS	1.17	65,460	4,754,280	ADDED	2.97
BKNG	BOOKING HOLDINGS INC	0.08	91.00	330,137	REDUCED	-14.15
BLK	BLACKROCK INC	0.46	2,238	1,865,820	REDUCED	-2.23
BNDW	VANGUARD SCOTTSDALE FDS	0.14	7,007	564,134	ADDED	19.86
BNDW	VANGUARD SCOTTSDALE FDS	0.06	3,061	236,646	ADDED	7.1
CARR	CARRIER GLOBAL CORPORATION	0.33	23,202	1,348,730	ADDED	13.53
CB	CHUBB LIMITED	1.07	16,686	4,323,840	REDUCED	-2.03
CDNS	CADENCE DESIGN SYSTEM INC	0.64	8,310	2,586,740	REDUCED	-2.29
CHD	CHURCH & DWIGHT CO INC	1.19	46,180	4,817,040	REDUCED	-1.15
COP	CONOCOPHILLIPS	0.09	2,712	345,183	UNCHANGED	0.00
COST	COSTCO WHSL CORP NEW	2.94	16,304	11,944,800	REDUCED	-2.87
CSCO	CISCO SYS INC	0.20	16,529	824,962	REDUCED	-4.75
CTAS	CINTAS CORP	2.12	12,511	8,595,430	REDUCED	-2.68
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	0.40	22,270	1,632,170	REDUCED	-1.33
CVX	CHEVRON CORP NEW	0.07	1,703	268,631	ADDED	2.59
DFAC	DIMENSIONAL ETF TRUST	0.57	72,322	2,310,700	UNCHANGED	0.00
DFAC	DIMENSIONAL ETF TRUST	0.56	47,167	2,268,260	REDUCED	-1.49
DFAC	DIMENSIONAL ETF TRUST	0.38	60,457	1,538,020	UNCHANGED	0.00
DFAC	DIMENSIONAL ETF TRUST	0.34	45,612	1,372,920	ADDED	0.27
DFAC	DIMENSIONAL ETF TRUST	0.26	41,025	1,045,730	ADDED	19.52
DFAC	DIMENSIONAL ETF TRUST	0.16	23,495	638,829	REDUCED	-14.44
DFAC	DIMENSIONAL ETF TRUST	0.14	10,305	560,922	UNCHANGED	0.00
DFAC	DIMENSIONAL ETF TRUST	0.11	10,742	439,350	UNCHANGED	0.00
DFAC	DIMENSIONAL ETF TRUST	0.06	6,744	246,426	UNCHANGED	0.00
DHR	DANAHER CORPORATION	2.08	33,719	8,420,310	REDUCED	-1.13
DIS	DISNEY WALT CO	0.21	6,836	836,453	REDUCED	-0.45
ECL	ECOLAB INC	1.25	21,939	5,065,720	REDUCED	-0.01
EET	PROSHARES TR	0.10	6,900	424,764	UNCHANGED	0.00
EL	LAUDER ESTEE COS INC	0.00	0.00	0.00	SOLD OFF	-100
EMR	EMERSON ELEC CO	0.16	5,626	638,101	REDUCED	-5.65
EPD	ENTERPRISE PRODS PARTNERS L	0.14	20,054	585,176	UNCHANGED	0.00
EW	EDWARDS LIFESCIENCES CORP	0.12	5,040	481,622	UNCHANGED	0.00
F	FORD MTR CO DEL	0.06	18,368	243,927	UNCHANGED	0.00
FAST	FASTENAL CO	1.18	61,940	4,778,050	REDUCED	-1.18
FNDA	SCHWAB STRATEGIC TR	1.72	114,037	6,961,960	REDUCED	-7.42
FNDA	SCHWAB STRATEGIC TR	0.98	43,022	3,989,000	ADDED	8.25
FNDA	SCHWAB STRATEGIC TR	0.58	59,821	2,334,220	REDUCED	-15.38
FNDA	SCHWAB STRATEGIC TR	0.53	43,898	2,161,540	ADDED	13.58
FNDA	SCHWAB STRATEGIC TR	0.47	23,783	1,917,620	ADDED	5.03
FNDA	SCHWAB STRATEGIC TR	0.22	19,615	902,288	REDUCED	-11.7
FNDA	SCHWAB STRATEGIC TR	0.13	26,742	542,863	ADDED	5.69
FNDA	SCHWAB STRATEGIC TR	0.06	4,992	260,383	UNCHANGED	0.00
FNDA	SCHWAB STRATEGIC TR	0.06	2,800	228,004	UNCHANGED	0.00
FTNT	FORTINET INC	1.11	65,943	4,504,570	ADDED	0.18
FTV	FORTIVE CORP	0.80	37,590	3,233,490	ADDED	3.1
GOOG	ALPHABET INC	2.27	61,056	9,215,180	REDUCED	-1.42
GOOG	ALPHABET INC	0.95	25,410	3,868,930	REDUCED	-3.46
GS	GOLDMAN SACHS GROUP INC	0.15	1,440	601,474	REDUCED	-10.39
HD	HOME DEPOT INC	2.13	22,567	8,656,700	REDUCED	-0.44
IBCE	ISHARES TR	0.05	3,125	212,063	NEW
IBM	INTERNATIONAL BUSINESS MACHS	0.06	1,224	233,735	REDUCED	-11.75
ICE	INTERCONTINENTAL EXCHANGE IN	0.51	15,079	2,072,310	UNCHANGED	0.00
INTC	INTEL CORP	0.16	14,457	638,566	UNCHANGED	0.00
INTU	INTUIT	3.34	20,850	13,552,500	REDUCED	-3.35
ISRG	INTUITIVE SURGICAL INC	0.16	1,665	664,485	ADDED	104
IT	GARTNER INC	0.13	1,080	514,804	REDUCED	-4.76
ITW	ILLINOIS TOOL WKS INC	1.48	22,387	6,007,100	REDUCED	-2.1
JNJ	JOHNSON & JOHNSON	0.22	5,574	881,751	REDUCED	-2.82
JPM	JPMORGAN CHASE & CO	1.26	25,435	5,094,630	ADDED	0.34
KO	COCA COLA CO	0.06	4,164	254,754	UNCHANGED	0.00
LLY	ELI LILLY & CO	0.45	2,335	1,816,540	REDUCED	-0.64
LMT	LOCKHEED MARTIN CORP	0.11	946	430,307	UNCHANGED	0.00
LOW	LOWES COS INC	0.24	3,837	977,399	UNCHANGED	0.00
LSTR	LANDSTAR SYS INC	0.06	1,154	222,445	UNCHANGED	0.00
MA	MASTERCARD INCORPORATED	0.46	3,912	1,883,900	REDUCED	-5.21
MCD	MCDONALDS CORP	1.21	17,446	4,918,900	ADDED	2.17
MCHP	MICROCHIP TECHNOLOGY INC.	0.09	3,962	355,431	UNCHANGED	0.00
META	META PLATFORMS INC	0.14	1,210	587,561	ADDED	19.21
MMM	3M CO	0.05	1,986	210,655	UNCHANGED	0.00
MMS	MAXIMUS INC	0.18	8,856	743,018	UNCHANGED	0.00
MRK	MERCK & CO INC	0.14	4,291	566,197	UNCHANGED	0.00
MSFT	MICROSOFT CORP	2.64	25,476	10,718,300	REDUCED	-2.2
NEE	NEXTERA ENERGY INC	0.42	26,597	1,699,810	REDUCED	-3.06
NS	NUSTAR ENERGY LP	0.06	10,962	255,086	UNCHANGED	0.00
NSC	NORFOLK SOUTHN CORP	0.05	865	220,463	UNCHANGED	0.00
NTRS	NORTHERN TR CORP	0.07	3,224	286,678	UNCHANGED	0.00
NVDA	NVIDIA CORPORATION	2.91	13,070	11,809,500	REDUCED	-6.00
OTIS	OTIS WORLDWIDE CORP	0.60	24,578	2,439,860	ADDED	0.86
PAA	PLAINS ALL AMERN PIPELINE L	0.11	24,400	428,464	UNCHANGED	0.00
PANW	PALO ALTO NETWORKS INC	0.38	5,482	1,557,600	ADDED	31.37
PEP	PEPSICO INC	0.61	14,177	2,481,160	ADDED	4.03
PFE	PFIZER INC	0.05	7,208	200,022	REDUCED	-1.78
PG	PROCTER AND GAMBLE CO	0.15	3,784	613,877	REDUCED	-1.54
PGR	PROGRESSIVE CORP	0.62	12,071	2,496,520	REDUCED	-1.88
PH	PARKER-HANNIFIN CORP	0.06	431	239,545	NEW
PKG	PACKAGING CORP AMER	0.94	20,101	3,814,770	REDUCED	-2.46
PPG	PPG INDS INC	0.09	2,581	373,987	REDUCED	-2.82
PSX	PHILLIPS 66	0.09	2,302	376,009	UNCHANGED	0.00
QQQ	INVESCO QQQ TR	0.09	792	351,787	UNCHANGED	0.00
RTX	RTX CORPORATION	0.76	31,800	3,101,450	REDUCED	-0.19
SBUX	STARBUCKS CORP	0.06	2,660	243,097	UNCHANGED	0.00
SPY	SPDR S&P 500 ETF TR	0.34	2,674	1,398,720	REDUCED	-5.91
STZ	CONSTELLATION BRANDS INC	1.49	22,173	6,025,640	REDUCED	-1.84
SYK	STRYKER CORPORATION	0.93	10,550	3,775,530	ADDED	2.72
SYY	SYSCO CORP	0.08	3,808	309,133	REDUCED	-7.3
TEX	TEREX CORP NEW	0.16	9,962	641,553	REDUCED	-11.92
TMO	THERMO FISHER SCIENTIFIC INC	2.38	16,635	9,668,430	REDUCED	-1.97
TRMB	TRIMBLE INC	0.30	18,804	1,210,220	ADDED	6.78
TROW	PRICE T ROWE GROUP INC	0.07	2,329	283,952	UNCHANGED	0.00
TRV	TRAVELERS COMPANIES INC	0.07	1,230	283,072	UNCHANGED	0.00
TSCO	TRACTOR SUPPLY CO	0.63	9,796	2,563,810	ADDED	0.63
TSLA	TESLA INC	0.00	0.00	0.00	SOLD OFF	-100
ULTA	ULTA BEAUTY INC	1.18	9,146	4,782,260	REDUCED	-1.05
UNH	UNITEDHEALTH GROUP INC	1.69	13,890	6,871,380	REDUCED	-1.92
UPS	UNITED PARCEL SERVICE INC	0.13	3,535	525,407	REDUCED	-0.53
USB	US BANCORP DEL	0.08	7,090	316,923	UNCHANGED	0.00
V	VISA INC	2.40	34,955	9,755,240	REDUCED	-0.92
VAW	VANGUARD WORLD FD	0.08	600	314,604	UNCHANGED	0.00
VEA	VANGUARD TAX-MANAGED FDS	1.35	109,413	5,489,250	REDUCED	-7.89
VEEV	VEEVA SYS INC	0.28	4,950	1,146,870	ADDED	2.44
VEU	VANGUARD INTL EQUITY INDEX F	0.39	20,856	1,585,640	ADDED	0.42
VEU	VANGUARD INTL EQUITY INDEX F	0.36	21,986	1,480,510	REDUCED	-2.73
VEU	VANGUARD INTL EQUITY INDEX F	0.24	23,459	979,880	REDUCED	-22.06
VEU	VANGUARD INTL EQUITY INDEX F	0.15	5,140	600,582	REDUCED	-3.27
VIG	VANGUARD SPECIALIZED FUNDS	0.08	1,834	334,907	UNCHANGED	0.00
VIGI	VANGUARD WHITEHALL FDS	0.22	7,359	890,365	UNCHANGED	0.00
VOO	VANGUARD INDEX FDS	6.87	107,209	27,863,600	REDUCED	-2.97
VOO	VANGUARD INDEX FDS	0.79	37,030	3,202,320	REDUCED	-6.45
VOO	VANGUARD INDEX FDS	0.00	0.00	0.00	SOLD OFF	-100
VTEB	VANGUARD MUN BD FDS	1.36	108,709	5,500,680	ADDED	2.96
VTIP	VANGUARD MALVERN FDS	0.50	42,066	2,014,540	REDUCED	-10.31
VXUS	VANGUARD STAR FDS	0.35	23,267	1,403,000	REDUCED	-2.07
VZ	VERIZON COMMUNICATIONS INC	0.23	22,110	927,736	REDUCED	-4.75
WELL	WELLTOWER INC	0.38	16,402	1,532,600	REDUCED	-5.87
WMT	WALMART INC	0.31	20,964	1,261,400	ADDED	200
XOM	EXXON MOBIL CORP	0.08	2,815	327,248	UNCHANGED	0.00
	FISERV INC	2.06	52,402	8,374,890	REDUCED	-1.56
	BERKSHIRE HATHAWAY INC DEL	0.38	3,658	1,538,260	REDUCED	-3.94
	BLACKROCK UTILS INFRASTRUCTU	0.14	25,480	549,604	UNCHANGED	0.00
	VERALTO CORP	0.06	2,625	232,733	REDUCED	-24.00
	EATON VANCE RISK-MANAGED DIV	0.03	16,170	135,020	UNCHANGED	0.00
	BLACKROCK MUNIYIELD MICH QU	0.03	11,072	127,439	UNCHANGED	0.00
	GABELLI UTIL TR	0.01	10,000	55,500	UNCHANGED	0.00