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Liberty Capital Management, Inc. Top Holdings and 13F Report (2026)

About Liberty Capital Management, Inc.

Investment Activity

  • Liberty Capital Management, Inc. has $537.02 million in total holdings as of December 31, 2025.
  • Liberty Capital Management, Inc. owns shares of 180 different stocks, but just 55 companies or ETFs make up 80% of its holdings.
  • Approximately 1.70% of the portfolio was purchased this quarter.
  • About 1.09% of the portfolio was sold this quarter.
  • This quarter, Liberty Capital Management, Inc. has purchased 177 new stocks and bought additional shares in 52 stocks.
  • Liberty Capital Management, Inc. sold shares of 54 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Apple
$23,746,192
NVIDIA
$20,461,848
Alphabet
$18,935,561
Amazon.com
$14,965,907

Largest New Holdings this Quarter

464287507 - iShares Core S&P Mid-Cap ETF
$516,978 Holding
922908744 - Vanguard Value ETF
$239,119 Holding
902973304 - U.S. Bancorp
$208,904 Holding
200340107 - Comerica
$208,632 Holding
66987V109 - Novartis
$204,048 Holding

Largest Purchases this Quarter

Netflix
11,192 shares (about $1.05M)
Avantis International Small Cap Value ETF
6,015 shares (about $565.23K)
Schwab US Broad Market ETF
19,898 shares (about $521.92K)
iShares Core S&P Mid-Cap ETF
7,833 shares (about $516.98K)
Vanguard Total Bond Market ETF
6,410 shares (about $474.79K)

Largest Sales this Quarter

Vanguard Total Stock Market ETF
1,953 shares (about $654.78K)
NVIDIA
3,324 shares (about $619.93K)
Vanguard Total International Stock ETF
6,909 shares (about $521.21K)
Microsoft
912 shares (about $441.06K)
Intuit
451 shares (about $298.75K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLiberty Capital Management, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$40,728,424$654,785 -1.6%121,4797.6%ETF
Apple Inc. stock logo
AAPL
Apple
$23,746,192$97,598 -0.4%87,3474.4%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$20,461,848$619,926 -2.9%109,7153.8%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$18,935,561$154,935 -0.8%60,4973.5%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$14,965,907$8,771 0.1%64,8382.8%Retail/Wholesale
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$13,623,247$52,603 -0.4%15,7982.5%Retail/Wholesale
Intuit Inc. stock logo
INTU
Intuit
$13,525,954$298,751 -2.2%20,4192.5%Computer and Technology
Visa Inc. stock logo
V
Visa
$12,111,068$30,512 0.3%34,5332.3%Business Services
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$11,697,246$521,925 4.7%445,9492.2%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$11,685,226$441,061 -3.6%24,1622.2%Computer and Technology
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$9,846,718$474,789 5.1%132,9381.8%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$9,822,2570.0%16,9511.8%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$9,592,010$30,389 0.3%41,9801.8%Medical
Aflac Incorporated stock logo
AFL
Aflac
$9,014,242$21,833 0.2%81,7471.7%Finance
Cintas Corporation stock logo
CTAS
Cintas
$8,943,669$12,977 0.1%47,5551.7%Business Services
Applied Industrial Technologies, Inc. stock logo
AIT
Applied Industrial Technologies
$8,901,7020.0%34,6681.7%Industrials
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$8,567,830$48,333 0.6%26,5901.6%Finance
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$8,451,515$69,193 0.8%78,9051.6%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$8,245,228$238,198 3.0%131,9871.5%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$8,030,262$3,441 0.0%23,3371.5%Retail/Wholesale
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$7,925,478$59,964 0.8%77,7161.5%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$7,578,898$62,760 -0.8%24,1521.4%Computer and Technology
Danaher Corporation stock logo
DHR
Danaher
$7,566,951$1,831 0.0%33,0551.4%Medical
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$7,487,791$106,961 1.4%229,5461.4%ETF
RTX Corporation stock logo
RTX
RTX
$7,000,011$35,213 0.5%38,1681.3%Aerospace
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$6,109,645$93,466 1.6%48,7641.1%Medical
Ecolab Inc. stock logo
ECL
Ecolab
$6,021,159$180,351 3.1%22,9361.1%Basic Materials
McDonald's Corporation stock logo
MCD
McDonald's
$5,937,168$13,448 0.2%19,4261.1%Retail/Wholesale
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$5,479,4360.0%22,2471.0%Industrials
Fortinet, Inc. stock logo
FTNT
Fortinet
$5,446,732$28,270 0.5%68,5901.0%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$5,287,042$91,110 1.8%16,0161.0%Medical
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$5,262,693$281,412 5.6%218,9141.0%ETF
Chubb Limited stock logo
CB
Chubb
$5,214,589$21,848 -0.4%16,7071.0%Finance
Fastenal Company stock logo
FAST
Fastenal
$4,939,2000.0%123,0800.9%Retail/Wholesale
Stryker Corporation stock logo
SYK
Stryker
$4,578,130$246,374 -5.1%13,0260.9%Medical
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$4,143,787$89,725 -2.1%6,0500.8%ETF
ASML Holding N.V. stock logo
ASML
ASML
$4,140,358$132,663 3.3%3,8700.8%Computer and Technology
Packaging Corporation of America stock logo
PKG
Packaging Corporation of America
$4,116,3510.0%19,9600.8%Industrials
American Tower Corporation stock logo
AMT
American Tower
$4,094,292$47,755 1.2%23,3200.8%Finance
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$3,889,713$69,776 1.8%136,5770.7%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$3,769,0490.0%33,1430.7%ETF
Church & Dwight Co., Inc. stock logo
CHD
Church & Dwight
$3,724,617$33,540 -0.9%44,4200.7%Consumer Staples
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$3,698,469$391,865 11.9%134,8330.7%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$3,629,477$124,519 3.6%19,7040.7%Computer and Technology
FISERV INC
$3,198,300$235,095 -6.8%47,6150.6%COM
BLACKROCK INC
$3,182,121$195,872 6.6%2,9730.6%COM
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$3,096,929$3,622 -0.1%100,0300.6%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$3,052,721$55,346 1.8%61,7210.6%Manufacturing
Tractor Supply Company stock logo
TSCO
Tractor Supply
$3,046,109$72,565 2.4%60,9100.6%Retail/Wholesale
Welltower Inc. stock logo
WELL
Welltower
$3,017,4620.0%16,2570.6%Finance
Otis Worldwide Corporation stock logo
OTIS
Otis Worldwide
$2,978,111$24,545 0.8%34,0940.6%Industrials
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$2,939,815$24,069 0.8%9,4050.5%Computer and Technology
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$2,899,080$211,666 -6.8%32,7620.5%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$2,863,2420.0%72,3220.5%ETF
Trimble Inc. stock logo
TRMB
Trimble
$2,825,536$304,546 12.1%36,0630.5%Industrials
The Progressive Corporation stock logo
PGR
Progressive
$2,695,5220.0%11,8370.5%Finance
Ulta Beauty Inc. stock logo
ULTA
Ulta Beauty
$2,654,784$4,235 -0.2%4,3880.5%Retail/Wholesale
Powell Industries, Inc. stock logo
POWL
Powell Industries
$2,580,205$100,416 4.0%8,0940.5%Industrials
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,555,5890.0%2,3780.5%Medical
WALMART INC
$2,469,348$19,274 -0.8%22,1650.5%COM
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$2,418,0630.0%14,9300.5%Finance
EMCOR Group, Inc. stock logo
EME
EMCOR Group
$2,417,794$129,088 5.6%3,9520.5%Construction
Mastercard Incorporated stock logo
MA
Mastercard
$2,333,757$8,563 -0.4%4,0880.4%Business Services
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,327,546$4,774 -0.2%3,4130.4%Finance
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$2,280,450$280,266 14.0%45,3460.4%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,231,194$145,226 7.0%3,3800.4%Computer and Technology
Vanguard FTSE Pacific ETF stock logo
VPL
Vanguard FTSE Pacific ETF
$2,206,527$33,629 -1.5%24,4080.4%ETF
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$2,191,672$252,250 13.0%9,8180.4%Medical
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$2,114,013$12,845 -0.6%26,3330.4%Utilities
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,092,532$23,625 -1.1%4,1630.4%Finance
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$2,043,738$8,946 -0.4%24,4440.4%ETF
Constellation Brands Inc stock logo
STZ
Constellation Brands
$2,031,721$190,383 -8.6%14,7270.4%Consumer Staples
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$2,026,160$132,772 -6.1%53,3200.4%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$1,978,7490.0%60,4570.4%ETF
Carrier Global Corporation stock logo
CARR
Carrier Global
$1,858,700$41,215 2.3%35,1760.3%Construction
Cognizant Technology Solutions Corporation stock logo
CTSH
Cognizant Technology Solutions
$1,838,0350.0%22,1450.3%Computer and Technology
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$1,826,545$23,619 1.3%55,2160.3%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$1,799,724$32,794 1.9%33,4770.3%ETF
Adobe Inc. stock logo
ADBE
Adobe
$1,728,951$17,500 -1.0%4,9400.3%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,583,743$243,840 -13.3%11,0350.3%Consumer Staples
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,550,606$7,703 -0.5%20,1300.3%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$1,394,9730.0%1,5870.3%Finance
Fortive Corporation stock logo
FTV
Fortive
$1,348,891$31,525 -2.3%24,4320.3%Computer and Technology
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$1,339,472$13,634 -1.0%9,3330.2%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$1,326,2780.0%5,1560.2%Computer and Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$1,288,4690.0%2,2750.2%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,287,8500.0%6,2230.2%Medical
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$1,273,5800.0%14,0000.2%ETF
Monolithic Power Systems, Inc. stock logo
MPWR
Monolithic Power Systems
$1,217,241$145,924 13.6%1,3430.2%Computer and Technology
iShares Morningstar U.S. Equity ETF stock logo
ILCB
iShares Morningstar U.S. Equity ETF
$1,157,0990.0%12,2600.2%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$1,138,340$1,049,362 1,179.3%12,1410.2%Consumer Discretionary
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$1,073,6440.0%4,4520.2%Retail/Wholesale
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$993,771$521,215 -34.4%13,1730.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$955,416$15,975 -1.6%1,5550.2%Finance
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$940,076$565,230 150.8%10,0040.2%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$867,559$356,395 69.7%1,8330.2%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$864,886$98,490 12.9%10,3270.2%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$845,5550.0%20,7600.2%Computer and Technology
iShares Morningstar Mid-Cap ETF stock logo
IMCB
iShares Morningstar Mid-Cap ETF
$843,8460.0%10,2000.2%ETF
Emerson Electric Co. stock logo
EMR
Emerson Electric
$827,2440.0%6,2330.2%Industrials

Showing largest 100 holdings. View all holdings.
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