Free Trial

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

About Liberty Capital Management, Inc.

Investment Activity

  • Liberty Capital Management, Inc. has $591.07 million in total holdings as of September 30, 2026.
  • Liberty Capital Management, Inc. owns shares of 180 different stocks, but just 52 companies or ETFs make up 80% of its holdings.
  • Approximately 4.79% of the portfolio was purchased this quarter.
  • About 4.73% of the portfolio was sold this quarter.
  • This quarter, Liberty Capital Management, Inc. has purchased 184 new stocks and bought additional shares in 33 stocks.
  • Liberty Capital Management, Inc. sold shares of 78 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Apple
$27,050,468
NVIDIA
$23,827,114
Alphabet
$19,842,061

Largest New Holdings this Quarter

464288356 - iShares California Muni Bond ETF
$12,344,123 Holding
808524649 - Schwab Municipal Bond ETF
$2,620,152 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP
$400,853 Holding
25239Y170 - DFA INVT DIMENSIONS GROUP IN
$379,946 Holding
808524698 - Schwab 5-10 Year Corporate Bond ETF
$255,243 Holding

Largest Purchases this Quarter

iShares California Muni Bond ETF
228,088 shares (about $12.34M)
Vanguard Tax-Exempt Bond ETF
107,407 shares (about $5.09M)
Schwab US Broad Market ETF
100,664 shares (about $2.95M)
Schwab Municipal Bond ETF
108,450 shares (about $2.62M)
Schwab U.S. Aggregate Bond ETF
37,053 shares (about $818.87K)

Largest Sales this Quarter

iShares National Muni Bond ETF
60,886 shares (about $6.16M)
Apple
4,603 shares (about $1.53M)
Veeva Systems
4,007 shares (about $1.14M)
Stryker
3,430 shares (about $944.59K)
Alphabet
2,213 shares (about $761.45K)

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
$46,607,316$242,507 ▲0.5%124,5397.9%ETF
Apple Inc. stock logo
AAPL
Apple
$27,050,468$1,532,886 ▼-5.4%81,2284.6%Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$23,827,114$751,142 ▼-3.1%104,3314.0%Technology
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$20,773,406$2,950,462 ▲16.6%708,7483.5%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$19,842,061$761,449 ▼-3.7%57,6673.4%Communication Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$15,974,501$313,929 ▼-1.9%64,1162.7%Consumer Discretionary
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$13,807,127$396,908 ▼-2.8%15,1672.3%Consumer Staples
iShares California Muni Bond ETF stock logo
CMF
iShares California Muni Bond ETF
$12,344,123$12,344,123 ▲New Holding228,0882.1%ETF
Visa Inc. stock logo
V
Visa
$12,237,342$231,768 ▼-1.9%34,0562.1%Finance
Fortinet, Inc. stock logo
FTNT
Fortinet
$12,032,157$446,006 ▼-3.6%67,3092.0%Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$11,937,748$492,384 ▼-4.0%23,2752.0%Technology
Applied Industrial Technologies, Inc. stock logo
AIT
Applied Industrial Technologies
$11,519,8300.0%34,6681.9%Industrials
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$11,209,880$267,320 ▼-2.3%16,6061.9%Healthcare
AbbVie Inc. stock logo
ABBV
AbbVie
$10,780,909$292,719 ▼-2.6%41,2131.8%Healthcare
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$9,728,722$309,992 ▼-3.1%138,6851.6%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$9,541,961$130,018 ▲1.4%81,0221.6%ETF
Cintas Corporation stock logo
CTAS
Cintas
$9,280,175$193,304 ▼-2.0%47,5761.6%Industrials
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$9,274,412$48,721 ▲0.5%131,3471.6%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$9,112,064$5,086,796 ▲126.4%192,4001.5%ETF
Aflac Incorporated stock logo
AFL
Aflac
$8,945,642$232,614 ▼-2.5%80,0291.5%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$8,582,392$365,898 ▼-4.1%25,9421.5%Finance
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$8,382,613$66,830 ▼-0.8%233,3041.4%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$8,314,109$207,396 ▼-2.4%20,9261.4%Technology
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$7,713,110$217,755 ▲2.9%280,7831.3%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$7,550,798$167,985 ▼-2.2%22,1601.3%Communication Services
RTX Corporation stock logo
RTX
RTX
$6,970,044$289,428 ▼-4.0%37,5441.2%Industrials
ASML Holding N.V. stock logo
ASML
ASML
$6,884,346$371,392 ▼-5.1%3,8001.2%Technology
Danaher Corporation stock logo
DHR
Danaher
$6,845,230$228,196 ▼-3.2%30,8971.2%Healthcare
Ecolab Inc. stock logo
ECL
Ecolab
$6,638,795$270,187 ▲4.2%24,1781.1%Materials
The Home Depot, Inc. stock logo
HD
Home Depot
$6,522,502$247,222 ▼-3.7%22,9271.1%Consumer Discretionary
Fastenal Company stock logo
FAST
Fastenal
$6,504,329$172,018 ▲2.7%131,3211.1%Industrials
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$5,508,500$29,830 ▲0.5%169,3360.9%ETF
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$5,429,380$259,338 ▼-4.6%21,1030.9%Industrials
Chubb Limited stock logo
CB
Chubb
$5,262,870$159,698 ▼-2.9%16,1810.9%Finance
Intuit Inc. stock logo
INTU
Intuit
$5,182,797$637,166 ▼-10.9%18,7980.9%Technology
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$5,015,590$11,225 ▲0.2%153,7110.8%ETF
Powell Industries, Inc. stock logo
POWL
Powell Industries
$4,521,175$115,663 ▼-2.5%24,5090.8%Industrials
Packaging Corporation of America stock logo
PKG
Packaging Corporation of America
$4,441,454$97,894 ▼-2.2%19,3730.8%Materials
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$4,236,938$256 ▲0.0%33,0750.7%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$4,233,592$354,724 ▼-7.7%18,3320.7%Consumer Discretionary
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$4,205,636$322,663 ▼-7.1%11,4570.7%Healthcare
American Tower Corporation stock logo
AMT
American Tower
$4,195,538$199,211 ▲5.0%25,6310.7%Real Estate
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$4,028,5610.0%5,2600.7%ETF
Church & Dwight Co., Inc. stock logo
CHD
Church & Dwight
$3,951,116$77,732 ▼-1.9%41,9350.7%Consumer Staples
Welltower Inc. stock logo
WELL
Welltower
$3,743,0120.0%16,2570.6%Real Estate
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$3,688,827$167,074 ▲4.7%11,1720.6%Technology
BLACKROCK INC
$3,584,428$174,618 ▼-4.6%3,3870.6%COM
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$3,499,966$80,250 ▲2.3%35,4140.6%Healthcare
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$3,345,779$192,106 ▲6.1%67,9760.6%ETF
EMCOR Group, Inc. stock logo
EME
EMCOR Group
$3,325,792$19,617 ▼-0.6%4,4080.6%Industrials
Mastercard Incorporated stock logo
MA
Mastercard
$3,179,566$495,187 ▲18.4%5,7660.5%Finance
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$3,009,656$19,629 ▲0.7%33,5790.5%ETF
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$2,805,893$77,674 ▼-2.7%95,1150.5%ETF
Vanguard FTSE Pacific ETF stock logo
VPL
Vanguard FTSE Pacific ETF
$2,784,708$18,414 ▲0.7%24,0450.5%ETF
Stryker Corporation stock logo
SYK
Stryker
$2,779,511$944,588 ▼-25.4%10,0930.5%Healthcare
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,670,5410.0%2,3080.5%Healthcare
Schwab Municipal Bond ETF stock logo
SCMB
Schwab Municipal Bond ETF
$2,620,152$2,620,152 ▲New Holding108,4500.4%ETF
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$2,575,322$177,143 ▲7.4%59,4900.4%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,454,2860.0%3,2180.4%ETF
The Progressive Corporation stock logo
PGR
Progressive
$2,441,697$12,231 ▼-0.5%11,7780.4%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,386,704$505,479 ▼-17.5%3,2910.4%Communication Services
Monolithic Power Systems, Inc. stock logo
MPWR
Monolithic Power Systems
$2,305,093$41,764 ▲1.8%1,7110.4%Technology
Ulta Beauty Inc. stock logo
ULTA
Ulta Beauty
$2,292,275$97,218 ▼-4.1%4,1970.4%Consumer Discretionary
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$2,284,416$47,585 ▲2.1%57,5130.4%ETF
WALMART INC
$2,282,967$13,821 ▼-0.6%21,9690.4%COM
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$2,238,1080.0%60,4570.4%ETF
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$2,230,584$39,224 ▼-1.7%14,6720.4%Finance
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$2,215,718$43,833 ▲2.0%25,5270.4%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$2,097,8050.0%19,4910.4%Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,065,995$1,992 ▼-0.1%4,1490.3%Finance
Trimble Inc. stock logo
TRMB
Trimble
$2,056,360$334,550 ▼-14.0%36,0070.3%Technology
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$2,038,398$1,143,798 ▼-35.9%7,1410.3%Healthcare
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$2,016,362$65,004 ▲3.3%33,9970.3%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$2,003,5500.0%26,4530.3%Utilities
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$1,879,348$6,155,575 ▼-76.6%18,5890.3%ETF
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$1,845,694$198,029 ▲12.0%4,5390.3%Healthcare
FISERV INC
$1,785,785$150,133 ▼-7.8%39,5260.3%COM
Otis Worldwide Corporation stock logo
OTIS
Otis Worldwide
$1,729,179$586,791 ▼-25.3%26,8840.3%Industrials
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,561,966$65,656 ▼-4.0%5,9000.3%Healthcare
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$1,533,187$818,871 ▲114.6%69,3750.3%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$1,490,096$36,014 ▲2.5%1,6550.3%Finance
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$1,450,437$171,534 ▲13.4%17,0720.2%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$1,448,4820.0%9,3330.2%ETF
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$1,430,1000.0%14,0000.2%ETF
Carrier Global Corporation stock logo
CARR
Carrier Global
$1,402,825$71,483 ▼-4.8%25,5710.2%Industrials
Constellation Brands Inc stock logo
STZ
Constellation Brands
$1,390,525$104,807 ▼-7.0%12,2990.2%Consumer Staples
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,322,196$9,251 ▼-0.7%10,4340.2%Consumer Staples
iShares Morningstar U.S. Equity ETF stock logo
ILCB
iShares Morningstar U.S. Equity ETF
$1,295,3920.0%12,2600.2%ETF
Fortive Corporation stock logo
FTV
Fortive
$1,212,562$25,761 ▼-2.1%22,1230.2%Industrials
Cognizant Technology Solutions Corporation stock logo
CTSH
Cognizant Technology Solutions
$1,193,029$51,696 ▼-4.2%20,7700.2%Technology
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$1,168,496$153,546 ▼-11.6%4,5280.2%Industrials
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,150,6170.0%1,5550.2%ETF
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$1,104,028$23,032 ▲2.1%50,0920.2%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$1,086,081$120,754 ▲12.5%13,8690.2%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$1,034,079$3,500 ▼-0.3%9,4540.2%ETF
Tractor Supply Company stock logo
TSCO
Tractor Supply
$1,013,295$28,568 ▼-2.7%32,3840.2%Consumer Discretionary
Netflix, Inc. stock logo
NFLX
Netflix
$1,012,876$170,262 ▼-14.4%14,5570.2%Communication Services
iShares Morningstar Mid-Cap ETF stock logo
IMCB
iShares Morningstar Mid-Cap ETF
$963,6960.0%10,2000.2%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$950,831$701 ▼-0.1%1,3570.2%ETF
Emerson Electric Co. stock logo
EMR
Emerson Electric
$940,837$17,061 ▼-1.8%6,0660.2%Industrials

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data