Q2 2026 13F · SEC CIK 1366838

Liberty Capital Management, Inc.

Wealth managerFiled 2026-07-17 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $581.7M
Reported positions: 184
Top holdings a year, 3 yrs: +15.8%
Assets under management: $849.5M

Liberty Capital Management, Inc. is a wealth manager that reported 184 positions worth $581.7M in its Q2 2026 13F, filed 2026-07-17. Its largest holdings were Vanguard Index Fds (VTI, 7.9%), Apple Inc (AAPL, 4.3%), Nvidia Corporation Com (NVDA, 3.7%). A portfolio copying its top holdings returned 15.8% a year over the last 3 years, against 20.4% for the S&P 500.

Liberty Capital Management, Inc. holdings largest 50 of 184 positions.

Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Liberty Capital Management, Inc. 13F holdings
Stock	% of 13F value	Q4 2025	Shares	Share change	Reported value
VTIVanguard Index Fds	7.9%	7.6%	123,891	+2.0%	$45.8M
AAPLApple Inc	4.3%	4.4%	85,831	-1.7%	$24.8M
NVDANvidia Corporation Com	3.7%	3.8%	107,620	-1.9%	$21.5M
GOOGLAlphabet Inc	3.7%	3.5%	59,880	-1.0%	$21.4M
SCHBSchwb US Broad	3.0%	2.2%	608,084	+36.4%	$17.6M
AMZNAmazon Com Inc Com	2.7%	2.8%	65,376	+0.8%	$15.6M
COSTCostco Whsl Corp New	2.5%	2.5%	15,603	-1.2%	$14.6M
VVisa Inc Com Cl A	2.0%	2.3%	34,701	+0.5%	$11.9M
AITApplied Indl Technologies Inc Com	2.0%	1.7%	34,668	+0.0%	$11.7M
FTNTFortinet Inc	1.8%	1.0%	69,804	+1.8%	$10.7M
ABBVAbbvie Inc	1.8%	1.8%	42,332	+0.8%	$10.7M
BNDVanguard Total Bond Market ETF	1.8%	1.8%	143,104	+7.6%	$10.5M
AVUVAvantis US Small Cap Value ETF	1.7%	1.5%	79,918	+2.8%	$10.0M
AFLAflac Inc	1.7%	1.7%	82,110	+0.4%	$9.6M
VEAVanguard Tax-Managed Fds	1.6%	1.5%	130,657	-1.0%	$9.3M
MSFTMicrosoft Corp	1.6%	2.2%	24,235	+0.3%	$9.0M
JPMJpmorgan Chase & Co	1.5%	1.6%	27,048	+1.7%	$8.9M
MUBIshares National Muni Bond ETF	1.5%	1.6%	79,475	+0.7%	$8.6M
TMOThermo Fisher Scientific Inc	1.5%	1.8%	17,002	+0.3%	$8.5M
HDHome Depot Inc Com	1.4%	1.5%	23,796	+2.0%	$8.4M
CTASCintas Corp	1.4%	1.7%	48,567	+2.1%	$8.3M
GOOGAlphabet Inc	1.4%	1.4%	22,653	-6.2%	$8.0M
ASMLAsml Hldg NV	1.4%	0.8%	4,005	+3.5%	$8.0M
SCHGSchwab U.s. Large-Cap Growth ETF	1.4%	1.4%	235,164	+2.4%	$8.0M
SCHFSchwab Intl Equity	1.3%	1.0%	272,856	+24.6%	$7.6M
RTXRtx Corporation Com	1.3%	1.3%	39,103	+2.4%	$7.4M
PANWPalo Alto Networks Inc	1.3%	0.7%	21,448	+8.9%	$7.3M
POWLPowell Industries Inc	1.2%	—	25,136	—	$7.2M
ECLEcolab Inc	1.1%	1.1%	23,194	+1.1%	$6.5M
FASTFastenal Co	1.1%	0.9%	127,848	+3.9%	$6.1M
DHRDanaher Corporation	1.0%	1.4%	31,927	-3.4%	$6.1M
ITWIllinois Tool Works Inc.	1.0%	1.0%	22,111	-0.6%	$6.0M
CBChubb Limited Com	1.0%	1.0%	16,672	-0.2%	$5.7M
SCHASchwab U.s. Small-Cap ETF	1.0%	0.7%	153,367	+12.3%	$5.5M
INTUIntuit	0.9%	2.5%	21,109	+3.4%	$5.5M
MCDMcdonalds Corp Com	0.9%	1.1%	19,868	+2.3%	$5.4M
SCHDSchwab Strategic Tr	0.9%	0.7%	168,419	+24.9%	$5.3M
UNHUnitedhealth Group Inc Com	0.9%	1.0%	12,336	-23.0%	$5.1M
PKGPackaging Corp Amer	0.8%	0.8%	19,800	-0.8%	$4.7M
IJSIShares S&P Small Cap 600 Value	0.8%	0.7%	33,073	-0.2%	$4.5M
VTEBVanguard Tx Ex Bd	0.7%	—	84,993	—	$4.3M
SYKStryker Corporation	0.7%	0.9%	13,523	+3.8%	$4.3M
CHDChurch & Dwight Co Inc	0.7%	0.7%	42,760	-3.7%	$4.1M
CDNSCadence Design System Inc	0.7%	—	10,666	—	$4.0M
AMTAmerican Tower Corp	0.7%	0.8%	24,414	+4.7%	$4.0M
IVVIshares Core S&p 500 ETF	0.7%	0.8%	5,260	-13.1%	$3.9M
WELLWelltower Inc	0.6%	0.6%	16,257	+0.0%	$3.7M
EMEEmcor Group Inc	0.6%	—	4,434	—	$3.7M
BLKBlackrock Inc	0.6%	0.6%	3,552	+19.5%	$3.4M
VTIPVanguard Malvern Fds	0.6%	0.6%	64,073	+3.8%	$3.2M

What Liberty Capital Management, Inc. bought and sold in Q2 2026, against Q4 2025.

New positions

Q4 2025's filing was too long to tell new positions apart.

Added to

SCHB Schwb US Broad+36.4% shares
SCHD Schwab Strategic Tr+24.9% shares
SCHF Schwab Intl Equity+24.6% shares
BLK Blackrock Inc+19.5% shares
SCHA Schwab U.s. Small-Cap ETF+12.3% shares
PANW Palo Alto Networks Inc+8.9% shares
BND Vanguard Total Bond Market ETF+7.6% shares

Reduced

UNH Unitedhealth Group Inc Com-23.0% shares
IVV Ishares Core S&p 500 ETF-13.1% shares
GOOG Alphabet Inc-6.2% shares

Left the top 50

Share counts compared with the Q4 2025 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +10.4% /yr; S&P 500 +20.1%
3 years: +15.8% /yr; S&P 500 +20.4%
5 years: +8.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$581.7M	184
Q4 2025	$537.0M	180
Q3 2025	$531.3M	177
Q2 2025	$495.6M	174
Q1 2025	$449.2M	161
Q4 2024	$450.7M	159
Q3 2024	$452.0M	160
Q2 2024	$421.6M	157
Q1 2024	$405.7M	154
Q4 2023	$381.1M	155
Q3 2023	$338.6M	145
Q2 2023	$333.5M	145

Questions about Liberty Capital Management, Inc.'s portfolio

What stocks does Liberty Capital Management, Inc. own?

Liberty Capital Management, Inc.'s latest 13F, for Q2 2026 and filed Jul 17, 2026, lists 184 positions worth $581.7M. The largest are Vanguard Index Fds (VTI) at 7.9%, Apple Inc (AAPL) at 4.3%, Nvidia Corporation Com (NVDA) at 3.7%, Alphabet Inc (GOOGL) at 3.7% and Schwb US Broad (SCHB) at 3.0%.

What did Liberty Capital Management, Inc. buy last quarter?

In Q2 2026, Liberty Capital Management, Inc. added Schwb US Broad (SCHB) (+36.4% shares), Schwab Strategic Tr (SCHD) (+24.9% shares) and Schwab Intl Equity (SCHF) (+24.6% shares), compared with its Q4 2025 filing.

What did Liberty Capital Management, Inc. sell last quarter?

In Q2 2026, Liberty Capital Management, Inc. cut from its top 50 Abbott Laboratories (ABT), cut from its top 50 Fiserv Inc (FISV), cut from its top 50 Ishares Tr (PFF), cut from its top 50 Tractor Supply Co (TSCO), Unitedhealth Group Inc Com (UNH) (-23.0% shares), Ishares Core S&p 500 ETF (IVV) (-13.1% shares) and Alphabet Inc (GOOG) (-6.2% shares), compared with its Q4 2025 filing.

How has Liberty Capital Management, Inc.'s portfolio performed?

A portfolio copying Liberty Capital Management, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +10.4% against +20.1%. Over 5 years: +8.9% a year against +11.6%.

When is Liberty Capital Management, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Liberty Capital Management, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Liberty Capital Management, Inc. manage?

Liberty Capital Management, Inc. reported $849.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $581.7M.