Liberty Capital Management, Inc.
Sector Allocation
- Other33.7%$196.2M
- Technology24.7%$143.6M
- Financials9.6%$55.5M
- Consumer Discretionary9.4%$54.9M
- Healthcare7.8%$45.6M
- Industrials5.6%$32.4M
- Consumer Staples4.4%$25.5M
- Materials2.0%$11.7M
- Real Estate1.3%$7.8M
- Utilities0.7%$3.8M
AUM History
13fpro.ai/research/fund/liberty-capital-management-inc-1366838
Conviction and streaks
Stable · top 10 = 33.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$45.8M
AAPL
$24.8MNVDA
$21.5MGOOGL
$21.4M- SCHWAB$17.6M
AMZN
$15.6MCOST
$14.6MV
$11.9MAIT
$11.7MFTNT
$10.7MABBV
$10.7M- VANGUARD$10.5M
- AMERICAN$10.0M
AFL
$9.6M- VANGUARD$9.3M
MSFT
$9.0MJPM
$8.9M- ISHARES$8.6M
TMO
$8.5MHD
$8.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/liberty-capital-management-inc-1366838
Liberty Capital Management, Inc. 13F holdings — Q2 2026
$581.7M portfolio (+8.3% QoQ) · 184 holdings · Q2 2026 13F · top 10 are 34% of the stock portfolio
- 1
VANGUARD INDEX FDS - TOTAL STK MKT
$45.8M
7.9% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $24.8M
4.3% of stocks
-2%This quarter+3.0%Since filed9+ qtrsHeld$21.5M
3.7% of stocks
-2%This quarter+6.5%Since filed9+ qtrsHeld$21.4M
3.7% of stocks
-1%This quarter-9.2%Since filed9+ qtrsHeld- 5
SCHWAB STRATEGIC TR - US BRD MKT ETF
$17.6M
3.0% of stocks
+36%This quarter—Since filed—HeldAIQuality—Est. buy— $15.6M
2.7% of stocks
+0.8%This quarter+0.8%Since filed9+ qtrsHeld$14.6M
2.5% of stocks
-1%This quarter+6.8%Since filed9+ qtrsHeld$11.9M
2.0% of stocks
+0.5%This quarter+12.7%Since filed9+ qtrsHeld$11.7M
2.0% of stocks
No changeThis quarter-3.5%Since filed4 qtrsHeld$10.7M
1.8% of stocks
+2%This quarter+13.4%Since filed9+ qtrsHeld
All holdings — Liberty Capital Management, Inc. (Q2 2026)
184 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | AbbVie Inc. | Healthcare | $10.7M | 1.8% | 42K | +0.8% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKTetf/fund | — | $10.5M | 1.8% | 143K | +8% | — | — | 13F |
| 13 | — | AMERICAN CENTY ETF TR - US SML CP VALUetf/fund | — | $10.0M | 1.7% | 80K | +3% | — | — | 13F |
| 14 | AFLAC INC | Financials | $9.6M | 1.6% | 82K | +0.4% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $9.3M | 1.6% | 131K | -1% | — | — | 13F |
| 16 | MICROSOFT CORP | Technology | $9.0M | 1.6% | 24K | +0.3% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | JPMORGAN CHASE & CO | Financials | $8.9M | 1.5% | 27K | +2% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | ISHARES TR - NATIONAL MUN ETFetf/fund | — | $8.6M | 1.5% | 79K | +0.7% | — | — | 13F |
| 19 | THERMO FISHER SCIENTIFIC INC. | Healthcare | $8.5M | 1.5% | 17K | +0.3% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | HOME DEPOT, INC. | Consumer Discretionary | $8.4M | 1.4% | 24K | +2% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | CINTAS CORP | Consumer Discretionary | $8.3M | 1.4% | 49K | +2% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Alphabet Inc. | Technology | $8.0M | 1.4% | 23K | -6% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | ASML HOLDING NV | Technology | $8.0M | 1.4% | 4,005 | +3% | 9+ qtrsAdded 8 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | SCHWAB STRATEGIC TR - US LCAP GR ETFetf/fund | — | $8.0M | 1.4% | 235K | +2% | — | — | 13F |
| 25 | — | SCHWAB STRATEGIC TR - INTL EQTY ETFetf/fund | — | $7.6M | 1.3% | 273K | +25% | — | — | 13F |
| 26 | $RTX | RTX Corp | Industrials | $7.4M | 1.3% | 39K | +2% | |||
| 27 | $PANW | Palo Alto Networks Inc | Technology | $7.3M | 1.3% | 21K | +9% | |||
| 28 | $POWL | POWELL INDUSTRIES INC | Technology | $7.2M | 1.2% | 25K | +211% | |||
| 29 | $ECL | ECOLAB INC. | Materials | $6.5M | 1.1% | 23K | +1% | |||
| 30 | $FAST | FASTENAL CO | Industrials | $6.1M | 1.1% | 128K | +4% | |||
| 31 | $DHR | DANAHER CORP /DE/ | Healthcare | $6.1M | 1.1% | 32K | -3% | |||
| 32 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $6.0M | 1.0% | 22K | -0.6% | |||
| 33 | $CB | Chubb Ltd | Financials | $5.7M | 1.0% | 17K | -0.2% | |||
| 34 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $5.5M | 0.9% | 153K | +12% | |||
| 35 | $INTU | INTUIT INC. | Technology | $5.5M | 0.9% | 21K | +3% | |||
| 36 | $MCD | MCDONALDS CORP | Consumer Discretionary | $5.4M | 0.9% | 20K | +2% | |||
| 37 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $5.3M | 0.9% | 168K | +25% | |||
| 38 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $5.1M | 0.9% | 12K | -23% | |||
| 39 | $PKG | PACKAGING CORP OF AMERICA | Materials | $4.7M | 0.8% | 20K | -0.8% | |||
| 40 | — | ISHARES TR - SP SMCP600VL ETF | — | $4.5M | 0.8% | 33K | -0.2% | |||
| 41 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $4.3M | 0.7% | 85K | +87% | |||
| 42 | $SYK | STRYKER CORP | Healthcare | $4.3M | 0.7% | 14K | +4% | |||
| 43 | $CHD | CHURCH & DWIGHT CO INC /DE/ | Consumer Staples | $4.1M | 0.7% | 43K | -4% | |||
| 44 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $4.0M | 0.7% | 11K | +13% | |||
| 45 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $4.0M | 0.7% | 24K | +5% | |||
| 46 | — | ISHARES TR - CORE S&P500 ETF | — | $3.9M | 0.7% | 5,260 | -13% | |||
| 47 | $WELL | WELLTOWER INC. | Real Estate | $3.7M | 0.6% | 16K | — | |||
| 48 | $EME | EMCOR Group, Inc. | Industrials | $3.7M | 0.6% | 4,434 | +12% | |||
| 49 | $BLK | BlackRock, Inc. | Financials | $3.4M | 0.6% | 3,552 | +19% | |||
| 50 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | — | $3.2M | 0.6% | 64K | +4% | |||
| 51 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $3.2M | 0.6% | 33K | +2% | |||
| 52 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $3.2M | 0.6% | 72K | — | |||
| 53 | $ABT | ABBOTT LABORATORIES | Healthcare | $3.1M | 0.5% | 35K | -29% | |||
| 54 | — | ISHARES TR - PFD AND INCM SEC | — | $3.0M | 0.5% | 98K | -2% | |||
| 55 | $LLY | ELI LILLY & Co | Healthcare | $2.8M | 0.5% | 2,308 | -3% | |||
| 56 | — | VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETF | — | $2.8M | 0.5% | 24K | -2% | |||
| 57 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $2.6M | 0.4% | 12K | — | |||
| 58 | $OTIS | Otis Worldwide Corp | Industrials | $2.6M | 0.4% | 36K | +6% | |||
| 59 | $WMT | Walmart Inc. | Consumer Staples | $2.5M | 0.4% | 22K | -0.3% | |||
| 60 | $MA | Mastercard Inc | Financials | $2.5M | 0.4% | 4,868 | +19% | |||
| 61 | $SPY | SPDR S&P 500 ETF TRUST | — | $2.4M | 0.4% | 3,218 | -6% | |||
| 62 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $2.3M | 0.4% | 1,680 | +25% | |||
| 63 | $NEE | NEXTERA ENERGY INC | Utilities | $2.3M | 0.4% | 26K | +0.5% | |||
| 64 | $CSCO | CISCO SYSTEMS, INC. | Technology | $2.3M | 0.4% | 19K | -3% | |||
| 65 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | — | $2.3M | 0.4% | 56K | +2% | |||
| 66 | $META | Meta Platforms, Inc. | Technology | $2.2M | 0.4% | 3,988 | +18% | |||
| 67 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $2.2M | 0.4% | 60K | — | |||
| 68 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | — | $2.2M | 0.4% | 55K | +4% | |||
| 69 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | — | $2.2M | 0.4% | 25K | +2% | |||
| 70 | $TRMB | TRIMBLE INC. | Technology | $2.1M | 0.4% | 42K | +16% | |||
| 71 | $FISV | FISERV INC | Financials | $2.1M | 0.4% | 43K | -10% | |||
| 72 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.1M | 0.4% | 4,153 | -0.2% | |||
| 73 | $VEEV | VEEVA SYSTEMS INC | Technology | $2.0M | 0.3% | 11K | +14% | |||
| 74 | $ULTA | Ulta Beauty, Inc. | Consumer Discretionary | $2.0M | 0.3% | 4,375 | -0.3% | |||
| 75 | $CARR | CARRIER GLOBAL Corp | Industrials | $2.0M | 0.3% | 27K | -24% | |||
| 76 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $2.0M | 0.3% | 33K | -2% | |||
| 77 | $STZ | CONSTELLATION BRANDS, INC. | Consumer Staples | $1.8M | 0.3% | 13K | -10% | |||
| 78 | $ICE | Intercontinental Exchange, Inc. | Financials | $1.8M | 0.3% | 15K | — | |||
| 79 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.6M | 0.3% | 1,615 | +2% | |||
| 80 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $1.6M | 0.3% | 4,052 | +78% | |||
| 81 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.6M | 0.3% | 6,148 | -1% | |||
| 82 | — | SPDR SERIES TRUST - ST STR SP600SM C | — | $1.5M | 0.3% | 14K | — | |||
| 83 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $1.5M | 0.3% | 9,333 | — | |||
| 84 | $PEP | PEPSICO INC | Consumer Staples | $1.4M | 0.2% | 11K | -5% | |||
| 85 | $FTV | Fortive Corp | Industrials | $1.4M | 0.2% | 23K | -8% | |||
| 86 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $1.3M | 0.2% | 15K | +14% | |||
| 87 | — | ISHARES TR - MORNINGSTR US EQ | — | $1.3M | 0.2% | 12K | — | |||
| 88 | $NFLX | NETFLIX INC | Communication Services | $1.2M | 0.2% | 17K | +40% | |||
| 89 | — | SCHWAB STRATEGIC TR - US REIT ETF | — | $1.2M | 0.2% | 49K | +41% | |||
| 90 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $1.1M | 0.2% | 5,123 | -0.6% | |||
| 91 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.1M | 0.2% | 1,555 | — | |||
| 92 | $TSCO | TRACTOR SUPPLY CO /DE/ | Consumer Discretionary | $1.1M | 0.2% | 33K | -45% | |||
| 93 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $1.0M | 0.2% | 12K | +19% | |||
| 94 | — | ISHARES TR - MRGSTR MD CP ETF | — | $985K | 0.2% | 10K | — | |||
| 95 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $979K | 0.2% | 4,442 | -0.2% | |||
| 96 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | — | $978K | 0.2% | 9,486 | -5% | |||
| 97 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $932K | 0.2% | 1,358 | New | |||
| 98 | — | ISHARES TR - RUS 1000 GRW ETF | — | $910K | 0.2% | 7,332 | +300% | |||
| 99 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | — | $893K | 0.1% | 5,785 | +10% | |||
| 100 | $EMR | EMERSON ELECTRIC CO | Industrials | $884K | 0.1% | 6,176 | -0.9% | |||
| 101 | $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | Technology | $839K | 0.1% | 22K | -2% | |||
| 102 | — | ISHARES TR - RUS MD CP GR ETF | — | $820K | 0.1% | 5,603 | -1% | |||
| 103 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $780K | 0.1% | 5,700 | — | |||
| 104 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | — | $748K | 0.1% | 32K | +40% | |||
| 105 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $737K | 0.1% | 20K | — | |||
| 106 | $APO | Apollo Global Management, Inc. | Financials | $722K | 0.1% | 6,101 | +52% | |||
| 107 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | — | $720K | 0.1% | 10K | — | |||
| 108 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $672K | 0.1% | 4,586 | -3% | |||
| 109 | $MRK | Merck & Co., Inc. | Healthcare | $619K | 0.1% | 4,814 | -5% | |||
| 110 | — | ISHARES TR - RUSSELL 2000 ETF | — | $614K | 0.1% | 2,042 | -6% | |||
| 111 | — | VANGUARD WORLD FD - INF TECH ETF | — | $611K | 0.1% | 5,115 | +753% | |||
| 112 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $605K | 0.1% | 14K | -31% | |||
| 113 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | — | $591K | 0.1% | 11K | — | |||
| 114 | — | ISHARES TR - CORE S&P MCP ETF | — | $577K | 0.1% | 7,479 | -5% | |||
| 115 | — | ISHARES TR - BROAD USD HIGH | — | $571K | 0.1% | 15K | +2% | |||
| 116 | $TEX | TEREX CORP | Industrials | $560K | 0.1% | 7,730 | -7% | |||
| 117 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $549K | 0.1% | 15K | — | |||
| 118 | $PAA | PLAINS ALL AMERICAN PIPELINE LP | Energy | $543K | 0.1% | 24K | — | |||
| 119 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $534K | 0.1% | 6,372 | New | |||
| 120 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $523K | 0.1% | 5,954 | — | |||
| 121 | $ADBE | ADOBE INC. | Technology | $510K | 0.1% | 2,487 | -50% | |||
| 122 | — | ISHARES TR - S&P SML 600 GWT | — | $507K | 0.1% | 2,836 | +0.0% | |||
| 123 | $LMT | LOCKHEED MARTIN CORP | Industrials | $497K | 0.1% | 975 | — | |||
| 124 | $NTRS | NORTHERN TRUST CORP | Financials | $495K | 0.1% | 2,849 | -12% | |||
| 125 | $GLD | SPDR GOLD TRUST | Financials | $494K | 0.1% | 1,340 | -16% | |||
| 126 | — | ISHARES TR - CORE MSCI TOTAL | — | $492K | 0.1% | 5,159 | +71% | |||
| 127 | $PSX | Phillips 66 | Energy | $469K | 0.1% | 2,772 | — | |||
| 128 | $EW | Edwards Lifesciences Corp | Healthcare | $456K | 0.1% | 5,040 | — | |||
| 129 | — | SCHWAB STRATEGIC TR - US TIPS ETF | — | $417K | 0.1% | 16K | +12% | |||
| 130 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $414K | 0.1% | 1,254 | — | |||
| 131 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $413K | 0.1% | 11K | +1% | |||
| 132 | $MMS | MAXIMUS, INC. | Industrials | $412K | 0.1% | 7,656 | — | |||
| 133 | $PH | Parker-Hannifin Corp | Industrials | $402K | 0.1% | 411 | -7% | |||
| 134 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $383K | 0.1% | 2,150 | +2400% | |||
| 135 | $BUI | BlackRock Utilities, Infrastructure & Power Opportunities Trust | — | $359K | 0.1% | 12K | -5% | |||
| 136 | $KO | COCA COLA CO | Consumer Staples | $356K | 0.1% | 4,377 | +1% | |||
| 137 | $INTC | INTEL CORP | Technology | $349K | 0.1% | 2,500 | New | |||
| 138 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | — | $349K | 0.1% | 6,744 | — | |||
| 139 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $344K | 0.1% | 1,224 | — | |||
| 140 | $MCHP | MICROCHIP TECHNOLOGY INC | Technology | $339K | 0.1% | 3,722 | -10% | |||
| 141 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $323K | 0.1% | 447 | New | |||
| 142 | $MMM | 3M CO | Healthcare | $322K | 0.1% | 1,986 | — | |||
| 143 | — | ISHARES TR - 0-5YR HI YL CP | — | $321K | 0.1% | 7,562 | +9% | |||
| 144 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $320K | 0.1% | 1,354 | -26% | |||
| 145 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $318K | 0.1% | 1,292 | New | |||
| 146 | $SYY | SYSCO CORP | Consumer Discretionary | $315K | 0.1% | 3,765 | -6% | |||
| 147 | $APD | Air Products & Chemicals, Inc. | Materials | $310K | 0.1% | 1,058 | -2% | |||
| 148 | $TSLA | Tesla, Inc. | Consumer Discretionary | $304K | 0.1% | 723 | — | |||
| 149 | $CVX | CHEVRON CORP | Energy | $304K | 0.1% | 1,832 | -25% | |||
| 150 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $300K | 0.1% | 629 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 15 new, 65 added to, 64 trimmed, 11 sold out. Share-count changes; largest moves by dollar size first.
New positions (15)
- VANGUARD INDEX FDS - S&P 500 ETF SHS$932K
first bought this quarter
- VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US$534K
first bought this quarter
$INTCINTEL CORP$349K
first bought this quarter
$AMATAPPLIED MATERIALS INC /DE$323K
first bought this quarter
- VANGUARD INDEX FDS - EXTEND MKT ETF$318K
first bought this quarter
$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$300K
first bought this quarter
+9 more in the Excel export
Added to (65)
$POWLPOWELL INDUSTRIES INC+211%
now $7.2M · held 6 qtrs, 6 adds in a row
- SCHWAB STRATEGIC TR - US BRD MKT ETF+36%
now $17.6M
- VANGUARD MUN BD FDS - TAX EXEMPT BD+87%
now $4.3M
- SCHWAB STRATEGIC TR - INTL EQTY ETF+25%
now $7.6M
- SCHWAB STRATEGIC TR - US DIVIDEND EQ+25%
now $5.3M
- VANGUARD INDEX FDS - TOTAL STK MKT+2%
now $45.8M
+59 more in the Excel export
Trimmed (64)
$UNHUNITEDHEALTH GROUP INC-23%
now $5.1M · held 9+ qtrs
$ABTABBOTT LABORATORIES-29%
now $3.1M · held 9+ qtrs
$TSCOTRACTOR SUPPLY CO /DE/-45%
now $1.1M · held 9+ qtrs
$CARRCARRIER GLOBAL Corp-24%
now $2.0M · held 9+ qtrs
- ISHARES TR - CORE S&P500 ETF-13%
now $3.9M
$GOOGAlphabet Inc.-6%
now $8.0M · held 9+ qtrs
+58 more in the Excel export
Sold out (11)
$FNFFidelity National Financial, Inc.was $387K
held 5 qtrs
$XOM.R34088EXXON MOBIL CORPwas $366K
held 8+ qtrs
- SPDR INDEX SHS FDSwas $356K
$NSCNORFOLK SOUTHERN CORPwas $251K
held 8+ qtrs
$ITGARTNER INCwas $240K
held 8+ qtrs
$CEGConstellation Energy Corpwas $238K
+5 more in the Excel export
Holdings by quarter
Every 13F Liberty Capital Management, Inc. has filed, 39 earlier quarters. Pick one to see what it held then.
Is it too late to follow Liberty Capital Management?
Q2 2026 13F filed with the SEC on Jul 17, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Liberty Capital Management's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+3.2%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 7% over the last 4
Top 10 weight
34%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Liberty Capital Management, Inc. disclosed 184 positions worth $581.7M in its Form 13F-HR for Q2 2026, followed by $AAPL and $NVDA. During the quarter the fund opened 15 new positions and exited 11 and a full exit from $FNF. The portfolio is most concentrated in Other (33.7% of disclosed assets). All figures are sourced directly from Liberty Capital Management, Inc.’s Form 13F-HR filing with the SEC under CIK 1366838.
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