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 (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	3.7%	3.8%	107,620	-1.9%	$21.5M
GOOGLAlphabet Inc	3.7%	3.5%	59,880	-1.0%	$21.4M
SCHBSchwab Strategic Tr	3.0%	2.2%	608,084	+36.4%	$17.6M
AMZNAmazon Com Inc	2.7%	2.8%	65,376	+0.8%	$15.6M
COSTCostco Wholesale Corporation	2.5%	2.5%	15,603	-1.2%	$14.6M
VVisa Inc	2.0%	2.3%	34,701	+0.5%	$11.9M
AITApplied Indl Technologies in	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 Bd Index Fds	1.8%	1.8%	143,104	+7.6%	$10.5M
AVUVAmerican Centy ETF Tr	1.7%	1.5%	79,918	+2.8%	$10.0M
AFLAflac Inc	1.7%	1.7%	82,110	+0.4%	$9.6M
VEAVanguard Ftse Developed Markets Index Fu	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 Tr	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	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 Strategic Tr	1.4%	1.4%	235,164	+2.4%	$8.0M
SCHFSchwab Strategic Tr	1.3%	1.0%	272,856	+24.6%	$7.6M
RTXRtx Corporation	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 Inds 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 Corp Del	1.0%	1.4%	31,927	-3.4%	$6.1M
ITWIllinois Tool Wks Inc	1.0%	1.0%	22,111	-0.6%	$6.0M
CBChubb Limited	1.0%	1.0%	16,672	-0.2%	$5.7M
SCHASchwab Strategic Tr	1.0%	0.7%	153,367	+12.3%	$5.5M
INTUIntuit	0.9%	2.5%	21,109	+3.4%	$5.5M
MCDMcdonalds Corp	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	0.9%	1.0%	12,336	-23.0%	$5.1M
PKGPackaging Corp Amer	0.8%	0.8%	19,800	-0.8%	$4.7M
IJSIshares Tr	0.8%	0.7%	33,073	-0.2%	$4.5M
VTEBVanguard Mun Bd Fds	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 Tr	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

Reduced

UNH Unitedhealth Group Inc-23.0% shares
IVV Ishares Tr-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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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 (NVDA) at 3.7%, Alphabet Inc (GOOGL) at 3.7% and Schwab Strategic Tr (SCHB) at 3.0%.

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

In Q2 2026, Liberty Capital Management, Inc. added Schwab Strategic Tr (SCHB) (+36.4% shares), Schwab Strategic Tr (SCHD) (+24.9% shares) and Schwab Strategic Tr (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 (UNH) (-23.0% shares), Ishares Tr (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.