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

About Liberty Capital Management, Inc.

Investment Activity

Liberty Capital Management, Inc. has $581.75 million in total holdings as of June 30, 2026.
Liberty Capital Management, Inc. owns shares of 184 different stocks, but just 53 companies or ETFs make up 80% of its holdings.
Approximately 5.62% of the portfolio was purchased this quarter.
About 2.27% of the portfolio was sold this quarter.
This quarter, Liberty Capital Management, Inc. has purchased 180 new stocks and bought additional shares in 65 stocks.
Liberty Capital Management, Inc. sold shares of 64 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Vanguard Total Stock Market ETF: $45,844,495
Apple: $24,835,946
NVIDIA: $21,533,686
Alphabet: $21,399,316
Schwab US Broad Market ETF: $17,610,115

Largest New Holdings this Quarter

922908363 - Vanguard S&P 500 ETF: $932,457 Holding
922042775 - Vanguard FTSE All-World ex-US ETF: $533,655 Holding
458140100 - Intel: $349,075 Holding
038222105 - Applied Materials: $323,181 Holding
922908652 - Vanguard Extended Market ETF: $318,103 Holding

Largest Purchases this Quarter

Powell Industries: 17,042 shares (about $4.88M)
Schwab US Broad Market ETF: 162,135 shares (about $4.70M)
Vanguard Tax-Exempt Bond ETF: 39,647 shares (about $2.01M)
Schwab International Equity ETF: 53,942 shares (about $1.49M)
Schwab US Dividend Equity ETF: 33,586 shares (about $1.07M)

Largest Sales this Quarter

UnitedHealth Group: 3,680 shares (about $1.53M)
Abbott Laboratories: 14,162 shares (about $1.29M)
Tractor Supply: 27,613 shares (about $872.85K)
Carrier Global: 8,302 shares (about $608.95K)
iShares Core S&P 500 ETF: 790 shares (about $591.65K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTI Vanguard Total Stock Market ETF	$45,844,495	$892,534 â–²	2.0%	123,891	7.9%	ETF
AAPL Apple	$24,835,946	$438,668 â–¼	-1.7%	85,831	4.3%	Computer and Technology
NVDA NVIDIA	$21,533,686	$419,189 â–¼	-1.9%	107,620	3.7%	Computer and Technology
GOOGL Alphabet	$21,399,316	$220,497 â–¼	-1.0%	59,880	3.7%	Computer and Technology
SCHB Schwab US Broad Market ETF	$17,610,115	$4,695,430 â–²	36.4%	608,084	3.0%	ETF
AMZN Amazon.com	$15,581,716	$128,227 â–²	0.8%	65,376	2.7%	Retail/Wholesale
COST Costco Wholesale	$14,596,138	$182,417 â–¼	-1.2%	15,603	2.5%	Retail/Wholesale
V Visa	$11,905,566	$57,639 â–²	0.5%	34,701	2.0%	Business Services
AIT Applied Industrial Technologies	$11,722,984		0.0%	34,668	2.0%	Industrials
FTNT Fortinet	$10,723,290	$186,495 â–²	1.8%	69,804	1.8%	Computer and Technology
ABBV AbbVie	$10,652,424	$88,577 â–²	0.8%	42,332	1.8%	Medical
BND Vanguard Total Bond Market ETF	$10,505,234	$746,284 â–²	7.6%	143,104	1.8%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$9,970,570	$274,722 â–²	2.8%	79,918	1.7%	ETF
AFL Aflac	$9,627,398	$42,562 â–²	0.4%	82,110	1.7%	Finance
VEA Vanguard FTSE Developed Markets ETF	$9,309,311	$94,762 â–¼	-1.0%	130,657	1.6%	ETF
MSFT Microsoft	$9,040,140	$27,230 â–²	0.3%	24,235	1.6%	Computer and Technology
JPM JPMorgan Chase & Co.	$8,853,622	$149,917 â–²	1.7%	27,048	1.5%	Finance
MUB iShares National Muni Bond ETF	$8,553,100	$61,343 â–²	0.7%	79,475	1.5%	ETF
TMO Thermo Fisher Scientific	$8,524,123	$25,569 â–²	0.3%	17,002	1.5%	Medical
HD Home Depot	$8,392,373	$161,880 â–²	2.0%	23,796	1.4%	Retail/Wholesale
CTAS Cintas	$8,260,275	$172,121 â–²	2.1%	48,567	1.4%	Business Services
GOOG Alphabet	$8,003,984	$529,642 â–¼	-6.2%	22,653	1.4%	Computer and Technology
ASML ASML	$7,967,707	$268,574 â–²	3.5%	4,005	1.4%	Computer and Technology
SCHG Schwab U.S. Large-Cap Growth ETF	$7,957,950	$190,113 â–²	2.4%	235,164	1.4%	ETF
SCHF Schwab International Equity ETF	$7,558,112	$1,494,194 â–²	24.6%	272,856	1.3%	ETF
RTX RTX	$7,419,012	$177,398 â–²	2.4%	39,103	1.3%	Aerospace
PANW Palo Alto Networks	$7,314,197	$594,739 â–²	8.9%	21,448	1.3%	Computer and Technology
POWL Powell Industries	$7,197,945	$4,880,147 â–²	210.6%	25,136	1.2%	Industrials
ECL Ecolab	$6,462,080	$71,881 â–²	1.1%	23,194	1.1%	Basic Materials
FAST Fastenal	$6,140,539	$229,007 â–²	3.9%	127,848	1.1%	Retail/Wholesale
DHR Danaher	$6,081,455	$214,861 â–¼	-3.4%	31,927	1.0%	Medical
ITW Illinois Tool Works	$5,980,362	$36,784 â–¼	-0.6%	22,111	1.0%	Industrials
CB Chubb	$5,680,817	$11,926 â–¼	-0.2%	16,672	1.0%	Finance
SCHA Schwab US Small-Cap ETF	$5,541,150	$606,623 â–²	12.3%	153,367	1.0%	ETF
INTU Intuit	$5,509,449	$180,090 â–²	3.4%	21,109	0.9%	Computer and Technology
MCD McDonald's	$5,370,519	$119,477 â–²	2.3%	19,868	0.9%	Retail/Wholesale
SCHD Schwab US Dividend Equity ETF	$5,340,566	$1,065,012 â–²	24.9%	168,419	0.9%	ETF
UNH UnitedHealth Group	$5,127,212	$1,529,518 â–¼	-23.0%	12,336	0.9%	Medical
PKG Packaging Corporation of America	$4,717,944	$38,125 â–¼	-0.8%	19,800	0.8%	Industrials
IJS iShares S&P Small-Cap 600 Value ETF	$4,520,450	$9,568 â–¼	-0.2%	33,073	0.8%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$4,298,946	$2,005,345 â–²	87.4%	84,993	0.7%	ETF
SYK Stryker	$4,257,476	$156,472 â–²	3.8%	13,523	0.7%	Medical
CHD Church & Dwight	$4,142,589	$160,821 â–¼	-3.7%	42,760	0.7%	Consumer Staples
CDNS Cadence Design Systems	$4,003,163	$473,279 â–²	13.4%	10,666	0.7%	Computer and Technology
AMT American Tower	$3,993,398	$178,946 â–²	4.7%	24,414	0.7%	Finance
IVV iShares Core S&P 500 ETF	$3,939,347	$591,651 â–¼	-13.1%	5,260	0.7%	ETF
WELL Welltower	$3,689,851		0.0%	16,257	0.6%	Finance
EME EMCOR Group	$3,679,688	$400,002 â–²	12.2%	4,434	0.6%	Construction
BLACKROCK INC	$3,415,461	$556,743 â–²	19.5%	3,552	0.6%	COM
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$3,218,387	$118,141 â–²	3.8%	64,073	0.6%	Manufacturing
VNQ Vanguard Real Estate ETF	$3,216,873	$57,665 â–²	1.8%	33,360	0.6%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$3,208,220		0.0%	72,322	0.6%	ETF
ABT Abbott Laboratories	$3,139,785	$1,285,060 â–¼	-29.0%	34,602	0.5%	Medical
PFF iShares Preferred and Income Securities ETF	$2,980,337	$69,578 â–¼	-2.3%	97,748	0.5%	ETF
LLY Eli Lilly and Company	$2,768,284	$83,960 â–¼	-2.9%	2,308	0.5%	Medical
VPL Vanguard FTSE Pacific ETF	$2,763,428	$60,391 â–¼	-2.1%	23,886	0.5%	ETF
PGR Progressive	$2,585,793		0.0%	11,837	0.4%	Finance
OTIS Otis Worldwide	$2,578,101	$136,971 â–²	5.6%	36,007	0.4%	Industrials
WALMART INC	$2,503,216	$7,135 â–¼	-0.3%	22,102	0.4%	COM
MA Mastercard	$2,500,010	$400,577 â–²	19.1%	4,868	0.4%	Business Services
SPY SPDR S&P 500 ETF Trust	$2,403,070	$145,618 â–¼	-5.7%	3,218	0.4%	Finance
MPWR Monolithic Power Systems	$2,322,365	$465,855 â–²	25.1%	1,680	0.4%	Computer and Technology
NEE NextEra Energy	$2,321,780	$10,532 â–²	0.5%	26,453	0.4%	Utilities
CSCO Cisco Systems	$2,289,400	$75,057 â–¼	-3.2%	19,491	0.4%	Computer and Technology
DFEM Dimensional Emerging Markets Core Equity 2 ETF	$2,288,642	$44,663 â–²	2.0%	56,315	0.4%	ETF
META Meta Platforms	$2,246,499	$342,495 â–²	18.0%	3,988	0.4%	Computer and Technology
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$2,227,226		0.0%	60,457	0.4%	ETF
DISV Dimensional International Small Cap Value ETF	$2,223,122	$83,390 â–²	3.9%	55,398	0.4%	ETF
VGK Vanguard FTSE Europe ETF	$2,215,422	$51,176 â–²	2.4%	25,022	0.4%	ETF
TRMB Trimble	$2,142,651	$296,946 â–²	16.1%	41,865	0.4%	Industrials
FISERV INC	$2,101,743	$233,772 â–¼	-10.0%	42,849	0.4%	COM
BRK.B Berkshire Hathaway	$2,078,120	$5,004 â–¼	-0.2%	4,153	0.4%	Finance
VEEV Veeva Systems	$1,978,436	$236,035 â–²	13.5%	11,148	0.3%	Medical
ULTA Ulta Beauty	$1,973,038	$5,863 â–¼	-0.3%	4,375	0.3%	Retail/Wholesale
CARR Carrier Global	$1,971,208	$608,952 â–¼	-23.6%	26,874	0.3%	Construction
VWO Vanguard FTSE Emerging Markets ETF	$1,963,861	$34,381 â–¼	-1.7%	32,901	0.3%	ETF
STZ Constellation Brands	$1,839,604	$208,774 â–¼	-10.2%	13,226	0.3%	Consumer Staples
ICE Intercontinental Exchange	$1,838,032		0.0%	14,930	0.3%	Finance
GS The Goldman Sachs Group	$1,633,363	$28,318 â–²	1.8%	1,615	0.3%	Finance
ISRG Intuitive Surgical	$1,611,399	$706,677 â–²	78.1%	4,052	0.3%	Medical
JNJ Johnson & Johnson	$1,561,408	$19,048 â–¼	-1.2%	6,148	0.3%	Medical
SLYV SPDR S&P 600 Small Cap Value ETF	$1,527,540		0.0%	14,000	0.3%	ETF
VYM Vanguard High Dividend Yield ETF	$1,474,894		0.0%	9,333	0.3%	Financial Services
PEP PepsiCo	$1,422,648	$71,491 â–¼	-4.8%	10,507	0.2%	Consumer Staples
FTV Fortive	$1,380,206	$112,344 â–¼	-7.5%	22,593	0.2%	Computer and Technology
VXUS Vanguard Total International Stock ETF	$1,286,881	$160,721 â–²	14.3%	15,053	0.2%	ETF
ILCB iShares Morningstar U.S. Equity ETF	$1,270,749		0.0%	12,260	0.2%	ETF
NFLX Netflix	$1,214,086	$347,218 â–²	40.1%	17,004	0.2%	Consumer Discretionary
SCHH Schwab U.S. REIT ETF	$1,161,433	$339,666 â–²	41.3%	49,047	0.2%	ETF
ADP Automatic Data Processing	$1,147,296	$7,390 â–¼	-0.6%	5,123	0.2%	Computer and Technology
QQQ Invesco QQQ	$1,145,339		0.0%	1,555	0.2%	Finance
TSCO Tractor Supply	$1,052,518	$872,847 â–¼	-45.3%	33,297	0.2%	Retail/Wholesale
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$1,018,827	$165,300 â–²	19.4%	12,327	0.2%	ETF
IMCB iShares Morningstar Mid-Cap ETF	$984,912		0.0%	10,200	0.2%	ETF
LOW Lowe's Companies	$979,417	$2,205 â–¼	-0.2%	4,442	0.2%	Retail/Wholesale
AVDV Avantis International Small Cap Value ETF	$977,532	$53,380 â–¼	-5.2%	9,486	0.2%	ETF
VOO Vanguard S&P 500 ETF	$932,457	$932,457 â–²	New Holding	1,358	0.2%	ETF
IWF iShares Russell 1000 Growth ETF	$910,414	$682,811 â–²	300.0%	7,332	0.2%	ETF
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$892,568	$83,008 â–²	10.3%	5,785	0.2%	ETF
EMR Emerson Electric	$884,094	$8,160 â–¼	-0.9%	6,176	0.2%	Industrials

Showing largest 100 holdings. View all holdings.

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

About Liberty Capital Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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

About Liberty Capital Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLiberty Capital Management, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools