| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GUT | Exit | GABELLI UTIL TR | $0 | – | -10,000 | -100.0% | -0.03% | – |
| F | Exit | FORD MTR CO DEL | $0 | – | -18,518 | -100.0% | -0.05% | – |
| SIRI | Exit | SIRIUS XM HLDGS INC | $0 | – | -29,736 | -100.0% | -0.08% | – |
| RYT | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $0 | – | -1,025 | -100.0% | -0.09% | – |
| MCHP | Exit | MICROCHIP TECHNOLOGY INC | $0 | – | -1,991 | -100.0% | -0.09% | – |
| BKNG | Exit | BOOKING HLDGS INC | $0 | – | -137 | -100.0% | -0.09% | – |
| KO | Exit | COCA COLA CO | $0 | – | -4,907 | -100.0% | -0.10% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -6,074 | -100.0% | -0.10% | – |
| APD | Exit | AIR PRODS & CHEMS INC | $0 | – | -1,045 | -100.0% | -0.11% | – |
| PFE | Exit | PFIZER INC | $0 | – | -8,091 | -100.0% | -0.12% | – |
| VSS | Exit | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $0 | – | -2,911 | -100.0% | -0.12% | – |
| VTEB | Exit | VANGUARD MUN BD FD INCtax exempt bd | $0 | – | -5,574 | -100.0% | -0.13% | – |
| BUI | Exit | BLACKROCK UTILITIES INFRSTRC | $0 | – | -14,230 | -100.0% | -0.13% | – |
| LSTR | Exit | LANDSTAR SYS INC | $0 | – | -2,798 | -100.0% | -0.14% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -860 | -100.0% | -0.14% | – |
| VT | Exit | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $0 | – | -4,250 | -100.0% | -0.14% | – |
| IJT | Exit | ISHARES TRs&p sml 600 gwt | $0 | – | -1,922 | -100.0% | -0.14% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -2,725 | -100.0% | -0.14% | – |
| MMM | Exit | 3M CO | $0 | – | -2,190 | -100.0% | -0.15% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -1,805 | -100.0% | -0.15% | – |
| EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -5,040 | -100.0% | -0.15% | – |
| TROW | Exit | PRICE T ROWE GROUP INC | $0 | – | -2,889 | -100.0% | -0.16% | – |
| SYY | Exit | SYSCO CORP | $0 | – | -6,656 | -100.0% | -0.16% | – |
| CERN | Exit | CERNER CORP | $0 | – | -5,466 | -100.0% | -0.16% | – |
| LLY | Exit | LILLY ELI & CO | $0 | – | -2,300 | -100.0% | -0.16% | – |
| IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -2,453 | -100.0% | -0.17% | – |
| PPG | Exit | PPG INDS INC | $0 | – | -3,661 | -100.0% | -0.17% | – |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -6,553 | -100.0% | -0.18% | – |
| SCHH | Exit | SCHWAB STRATEGIC TRus reit etf | $0 | – | -11,710 | -100.0% | -0.18% | – |
| AEP | Exit | AMERICAN ELEC PWR INC | $0 | – | -5,200 | -100.0% | -0.18% | – |
| NTRS | Exit | NORTHERN TR CORP | $0 | – | -5,417 | -100.0% | -0.19% | – |
| T | Exit | AT&T INC | $0 | – | -14,276 | -100.0% | -0.19% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -5,793 | -100.0% | -0.19% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -4,087 | -100.0% | -0.20% | – |
| IMCB | Exit | ISHARES TRmrgstr md cp etf | $0 | – | -2,550 | -100.0% | -0.20% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -1,700 | -100.0% | -0.23% | – |
| ILCB | Exit | ISHARES TRmrngstr lg-cp et | $0 | – | -3,065 | -100.0% | -0.23% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -4,038 | -100.0% | -0.24% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -3,213 | -100.0% | -0.25% | – |
| EL | Exit | LAUDER ESTEE COS INCcl a | $0 | – | -3,251 | -100.0% | -0.27% | – |
| TSCO | Exit | TRACTOR SUPPLY CO | $0 | – | -4,825 | -100.0% | -0.28% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -5,587 | -100.0% | -0.29% | – |
| PFF | Exit | ISHARES TRs&p us pfd stk | $0 | – | -19,741 | -100.0% | -0.30% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -6,467 | -100.0% | -0.30% | – |
| DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -3,710 | -100.0% | -0.31% | – |
| SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -10,856 | -100.0% | -0.31% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -7,483 | -100.0% | -0.31% | – |
| ADBE | Exit | ADOBE INC | $0 | – | -1,646 | -100.0% | -0.31% | – |
| BND | Exit | VANGUARD BD INDEX FD INCtotal bnd mrkt | $0 | – | -8,430 | -100.0% | -0.32% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -16,141 | -100.0% | -0.33% | – |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -5,523 | -100.0% | -0.36% | – |
| SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -14,649 | -100.0% | -0.36% | – |
| SWKS | Exit | SKYWORKS SOLUTIONS INC | $0 | – | -6,484 | -100.0% | -0.36% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -17,938 | -100.0% | -0.36% | – |
| WMT | Exit | WALMART INC | $0 | – | -6,988 | -100.0% | -0.36% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -6,320 | -100.0% | -0.37% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -6,075 | -100.0% | -0.37% | – |
| BSV | Exit | VANGUARD BD INDEX FD INCshort trm bond | $0 | – | -10,303 | -100.0% | -0.37% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -30,366 | -100.0% | -0.39% | – |
| WELL | Exit | WELLTOWER INC | $0 | – | -17,831 | -100.0% | -0.40% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -9,775 | -100.0% | -0.49% | – |
| NVDA | Exit | NVIDIA CORP | $0 | – | -3,003 | -100.0% | -0.50% | – |
| MMS | Exit | MAXIMUS INC | $0 | – | -16,777 | -100.0% | -0.51% | – |
| VGK | Exit | VANGUARD INTL EQUITY INDEX Fftse europe etf | $0 | – | -24,047 | -100.0% | -0.52% | – |
| ULTA | Exit | ULTA BEAUTY INC | $0 | – | -5,978 | -100.0% | -0.53% | – |
| VPL | Exit | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $0 | – | -19,291 | -100.0% | -0.53% | – |
| SYK | Exit | STRYKER CORP | $0 | – | -6,976 | -100.0% | -0.54% | – |
| PGR | Exit | PROGRESSIVE CORP OHIO | $0 | – | -16,277 | -100.0% | -0.56% | – |
| SCHG | Exit | SCHWAB STRATEGIC TRus lcap gr etf | $0 | – | -12,932 | -100.0% | -0.57% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -26,043 | -100.0% | -0.58% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -4,681 | -100.0% | -0.60% | – |
| INTC | Exit | INTEL CORP | $0 | – | -23,819 | -100.0% | -0.62% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -6,235 | -100.0% | -0.65% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -20,993 | -100.0% | -0.72% | – |
| VEA | Exit | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $0 | – | -45,720 | -100.0% | -0.77% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -6,011 | -100.0% | -0.81% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -19,825 | -100.0% | -0.81% | – |
| CTSH | Exit | COGNIZANT TECHNOLOGY SOLUTIOcl a | $0 | – | -32,889 | -100.0% | -0.81% | – |
| CLX | Exit | CLOROX CO DEL | $0 | – | -8,952 | -100.0% | -0.85% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -1,485 | -100.0% | -0.91% | – |
| ICE | Exit | INTERCONTINENTAL EXCHANGE IN | $0 | – | -23,371 | -100.0% | -0.93% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -16,410 | -100.0% | -0.94% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -64,533 | -100.0% | -1.03% | – |
| FTV | Exit | FORTIVE CORP | $0 | – | -35,497 | -100.0% | -1.04% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -44,555 | -100.0% | -1.06% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -20,571 | -100.0% | -1.07% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -13,510 | -100.0% | -1.08% | – |
| PKG | Exit | PACKAGING CORP AMER | $0 | – | -25,918 | -100.0% | -1.12% | – |
| CB | Exit | CHUBB LIMITED | $0 | – | -21,916 | -100.0% | -1.20% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -28,897 | -100.0% | -1.23% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -27,996 | -100.0% | -1.35% | – |
| AFL | Exit | AFLAC INC | $0 | – | -88,443 | -100.0% | -1.38% | – |
| FAST | Exit | FASTENAL CO | $0 | – | -74,979 | -100.0% | -1.39% | – |
| BAX | Exit | BAXTER INTL INC | $0 | – | -38,784 | -100.0% | -1.45% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -36,848 | -100.0% | -1.46% | – |
| NEOG | Exit | NEOGEN CORP | $0 | – | -44,377 | -100.0% | -1.49% | – |
| SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -47,118 | -100.0% | -1.50% | – |
| CTAS | Exit | CINTAS CORP | $0 | – | -14,244 | -100.0% | -1.64% | – |
| STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -22,969 | -100.0% | -1.74% | – |
| ECL | Exit | ECOLAB INC | $0 | – | -22,676 | -100.0% | -1.96% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -15,523 | -100.0% | -1.98% | – |
| ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -26,945 | -100.0% | -2.04% | – |
| CHD | Exit | CHURCH & DWIGHT INC | $0 | – | -61,059 | -100.0% | -2.05% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -3,565 | -100.0% | -2.19% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -21,986 | -100.0% | -2.46% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -19,345 | -100.0% | -2.54% | – |
| FISV | Exit | FISERV INC | $0 | – | -60,467 | -100.0% | -2.56% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -25,045 | -100.0% | -2.72% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -30,896 | -100.0% | -2.72% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -19,248 | -100.0% | -3.02% | – |
| DHR | Exit | DANAHER CORP DEL | $0 | – | -40,602 | -100.0% | -3.11% | – |
| INTU | Exit | INTUIT | $0 | – | -25,655 | -100.0% | -3.29% | – |
| V | Exit | VISA INC | $0 | – | -40,262 | -100.0% | -3.37% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -3,449 | -100.0% | -4.12% | – |
| AAPL | Exit | APPLE INC | $0 | – | -31,028 | -100.0% | -4.91% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -75,440 | -100.0% | -5.12% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INTUIT COM | 41 | Q3 2023 | 4.3% |
| VISA INC COM CL A | 41 | Q3 2023 | 3.7% |
| DANAHER CORPORATION | 41 | Q3 2023 | 3.4% |
| COSTCO WHSL CORP NEW COM | 41 | Q3 2023 | 3.2% |
| FISERV INC COM | 41 | Q3 2023 | 3.2% |
| HOME DEPOT INC COM | 41 | Q3 2023 | 3.1% |
| ILLINOIS TOOL WKS INC COM | 41 | Q3 2023 | 3.0% |
| CONSTELLATION BRANDS INC CL A | 41 | Q3 2023 | 3.6% |
| CHURCH & DWIGHT INC COM | 41 | Q3 2023 | 2.7% |
| ECOLAB INC COM | 41 | Q3 2023 | 2.1% |
View Liberty Capital Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-23 |
| 13F-HR/A | 2022-11-09 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-05-04 |
View Liberty Capital Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.