Liberty Capital Management
Latest statistics and disclosures from Liberty Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, AAPL, NVDA, GOOGL, SCHB, and represent 22.56% of Liberty Capital Management's stock portfolio.
- Added to shares of these 10 stocks: POWL, SCHB, VTEB, SCHF, SCHD, VOO, VTI, BND, ISRG, IWF.
- Started 15 new stock positions in FITB, VXF, CAT, INTC, MS, ADI, EFA, TSM, AMD, VOO. CVS, SPCX, AMAT, VEU, GLW.
- Reduced shares in these 10 stocks: UNH, ABT, TSCO, CARR, IVV, GOOG, ADBE, AAPL, NVDA, FNF.
- Sold out of its positions in Comerica Incorporated, CEG, XOM, FNF, IT, NSC, RAL, SPDW, SRLN, USB. VLTO.
- Liberty Capital Management was a net buyer of stock by $20M.
- Liberty Capital Management has $582M in assets under management (AUM), dropping by 8.33%.
- Central Index Key (CIK): 0001366838
Tip: Access up to 7 years of quarterly data
Positions held by Liberty Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Liberty Capital Management
Liberty Capital Management holds 184 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 7.9 | $46M | 124k | 370.04 |
|
|
| Apple (AAPL) | 4.3 | $25M | 86k | 289.36 |
|
|
| NVIDIA Corporation (NVDA) | 3.7 | $22M | 108k | 200.09 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.7 | $21M | 60k | 357.37 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 3.0 | $18M | +36% | 608k | 28.96 |
|
| Amazon (AMZN) | 2.7 | $16M | 65k | 238.34 |
|
|
| Costco Wholesale Corporation (COST) | 2.5 | $15M | 16k | 935.47 |
|
|
| Visa Com Cl A (V) | 2.0 | $12M | 35k | 343.09 |
|
|
| Applied Industrial Technologies (AIT) | 2.0 | $12M | 35k | 338.15 |
|
|
| Fortinet (FTNT) | 1.8 | $11M | 70k | 153.62 |
|
|
| Abbvie (ABBV) | 1.8 | $11M | 42k | 251.64 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.8 | $11M | +7% | 143k | 73.41 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.7 | $10M | +2% | 80k | 124.76 |
|
| AFLAC Incorporated (AFL) | 1.7 | $9.6M | 82k | 117.25 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.6 | $9.3M | 131k | 71.25 |
|
|
| Microsoft Corporation (MSFT) | 1.6 | $9.0M | 24k | 373.02 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.5 | $8.9M | 27k | 327.33 |
|
|
| Ishares Tr National Mun Etf (MUB) | 1.5 | $8.6M | 80k | 107.62 |
|
|
| Thermo Fisher Scientific (TMO) | 1.5 | $8.5M | 17k | 501.36 |
|
|
| Home Depot (HD) | 1.4 | $8.4M | 24k | 352.68 |
|
|
| Cintas Corporation (CTAS) | 1.4 | $8.3M | +2% | 49k | 170.08 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $8.0M | -6% | 23k | 353.33 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 1.4 | $8.0M | +3% | 4.0k | 1989.44 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.4 | $8.0M | +2% | 235k | 33.84 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.3 | $7.6M | +24% | 273k | 27.70 |
|
| Raytheon Technologies Corp (RTX) | 1.3 | $7.4M | +2% | 39k | 189.73 |
|
| Palo Alto Networks (PANW) | 1.3 | $7.3M | +8% | 21k | 341.02 |
|
| Powell Industries (POWL) | 1.2 | $7.2M | +210% | 25k | 286.36 |
|
| Ecolab (ECL) | 1.1 | $6.5M | 23k | 278.61 |
|
|
| Fastenal Company (FAST) | 1.1 | $6.1M | +3% | 128k | 48.03 |
|
| Danaher Corporation (DHR) | 1.0 | $6.1M | -3% | 32k | 190.48 |
|
| Illinois Tool Works (ITW) | 1.0 | $6.0M | 22k | 270.47 |
|
|
| Chubb (CB) | 1.0 | $5.7M | 17k | 340.74 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.0 | $5.5M | +12% | 153k | 36.13 |
|
| Intuit (INTU) | 0.9 | $5.5M | +3% | 21k | 261.00 |
|
| McDonald's Corporation (MCD) | 0.9 | $5.4M | +2% | 20k | 270.31 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.9 | $5.3M | +24% | 168k | 31.71 |
|
| UnitedHealth (UNH) | 0.9 | $5.1M | -22% | 12k | 415.63 |
|
| Packaging Corporation of America (PKG) | 0.8 | $4.7M | 20k | 238.28 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.8 | $4.5M | 33k | 136.68 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.7 | $4.3M | +87% | 85k | 50.58 |
|
| Stryker Corporation (SYK) | 0.7 | $4.3M | +3% | 14k | 314.83 |
|
| Church & Dwight (CHD) | 0.7 | $4.1M | -3% | 43k | 96.88 |
|
| Cadence Design Systems (CDNS) | 0.7 | $4.0M | +13% | 11k | 375.32 |
|
| American Tower Reit (AMT) | 0.7 | $4.0M | +4% | 24k | 163.57 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $3.9M | -13% | 5.3k | 748.93 |
|
| Welltower Inc Com reit (WELL) | 0.6 | $3.7M | 16k | 226.97 |
|
|
| Emcor (EME) | 0.6 | $3.7M | +12% | 4.4k | 829.88 |
|
| Blackrock (BLK) | 0.6 | $3.4M | +19% | 3.6k | 961.56 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.6 | $3.2M | +3% | 64k | 50.23 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $3.2M | 33k | 96.43 |
|
|
| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 0.6 | $3.2M | 72k | 44.36 |
|
|
| Abbott Laboratories (ABT) | 0.5 | $3.1M | -29% | 35k | 90.74 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.5 | $3.0M | -2% | 98k | 30.49 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $2.8M | -2% | 2.3k | 1199.43 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.5 | $2.8M | -2% | 24k | 115.69 |
|
| Progressive Corporation (PGR) | 0.4 | $2.6M | 12k | 218.45 |
|
|
| Otis Worldwide Corp (OTIS) | 0.4 | $2.6M | +5% | 36k | 71.60 |
|
| Wal-Mart Stores (WMT) | 0.4 | $2.5M | 22k | 113.26 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $2.5M | +19% | 4.9k | 513.56 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $2.4M | -5% | 3.2k | 746.76 |
|
| Monolithic Power Systems (MPWR) | 0.4 | $2.3M | +25% | 1.7k | 1382.36 |
|
| Nextera Energy (NEE) | 0.4 | $2.3M | 27k | 87.77 |
|
|
| Cisco Systems (CSCO) | 0.4 | $2.3M | -3% | 20k | 117.46 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.4 | $2.3M | 56k | 40.64 |
|
|
| Meta Platforms Cl A (META) | 0.4 | $2.2M | +17% | 4.0k | 563.31 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.4 | $2.2M | 61k | 36.84 |
|
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.4 | $2.2M | +3% | 55k | 40.13 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.4 | $2.2M | +2% | 25k | 88.54 |
|
| Trimble Navigation (TRMB) | 0.4 | $2.1M | +16% | 42k | 51.18 |
|
| Fiserv (FISV) | 0.4 | $2.1M | -10% | 43k | 49.05 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $2.1M | 4.2k | 500.39 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.3 | $2.0M | +13% | 11k | 177.47 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.3 | $2.0M | 4.4k | 450.98 |
|
|
| Carrier Global Corporation (CARR) | 0.3 | $2.0M | -23% | 27k | 73.35 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $2.0M | 33k | 59.69 |
|
|
| Constellation Brands Cl A (STZ) | 0.3 | $1.8M | -10% | 13k | 139.09 |
|
| Intercontinental Exchange (ICE) | 0.3 | $1.8M | 15k | 123.11 |
|
|
| Goldman Sachs (GS) | 0.3 | $1.6M | 1.6k | 1011.37 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $1.6M | +78% | 4.1k | 397.68 |
|
| Johnson & Johnson (JNJ) | 0.3 | $1.6M | 6.1k | 253.97 |
|
|
| Spdr Series Trust ST STR SP600SM C (SLYV) | 0.3 | $1.5M | 14k | 109.11 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $1.5M | 9.3k | 158.03 |
|
|
| Pepsi (PEP) | 0.2 | $1.4M | -4% | 11k | 135.40 |
|
| Fortive (FTV) | 0.2 | $1.4M | -7% | 23k | 61.09 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $1.3M | +14% | 15k | 85.49 |
|
| Ishares Tr Morningstr Us Eq (ILCB) | 0.2 | $1.3M | 12k | 103.65 |
|
|
| Netflix (NFLX) | 0.2 | $1.2M | +40% | 17k | 71.40 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.2 | $1.2M | +41% | 49k | 23.68 |
|
| Automatic Data Processing (ADP) | 0.2 | $1.1M | 5.1k | 223.95 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.1M | 1.6k | 736.55 |
|
|
| Tractor Supply Company (TSCO) | 0.2 | $1.1M | -45% | 33k | 31.61 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $1.0M | +19% | 12k | 82.65 |
|
| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 0.2 | $985k | 10k | 96.56 |
|
|
| Lowe's Companies (LOW) | 0.2 | $979k | 4.4k | 220.49 |
|
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.2 | $978k | -5% | 9.5k | 103.05 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $933k | NEW | 1.4k | 686.64 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $910k | +300% | 7.3k | 124.17 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.2 | $893k | +10% | 5.8k | 154.29 |
|
| Emerson Electric (EMR) | 0.2 | $884k | 6.2k | 143.15 |
|
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $839k | -2% | 22k | 38.73 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $820k | 5.6k | 146.41 |
|
|
| American Electric Power Company (AEP) | 0.1 | $780k | 5.7k | 136.81 |
|
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $748k | +39% | 32k | 23.13 |
|
| Enterprise Products Partners (EPD) | 0.1 | $737k | 20k | 36.76 |
|
|
| Apollo Global Mgmt (APO) | 0.1 | $722k | +51% | 6.1k | 118.31 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $720k | 10k | 69.90 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $673k | -2% | 4.6k | 146.64 |
|
| Merck & Co (MRK) | 0.1 | $619k | -5% | 4.8k | 128.50 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $614k | -5% | 2.0k | 300.45 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $611k | +752% | 5.1k | 119.53 |
|
| Verizon Communications (VZ) | 0.1 | $605k | -31% | 14k | 42.34 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $591k | 11k | 55.01 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $577k | -4% | 7.5k | 77.11 |
|
| Ishares Tr Broad Usd High (USHY) | 0.1 | $571k | 15k | 37.02 |
|
|
| Terex Corporation (TEX) | 0.1 | $560k | -7% | 7.7k | 72.39 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $549k | 15k | 36.87 |
|
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $543k | 24k | 22.26 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $534k | NEW | 6.4k | 83.75 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.1 | $523k | 6.0k | 87.88 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $510k | -49% | 2.5k | 205.02 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $507k | 2.8k | 178.61 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $497k | 975.00 | 509.46 |
|
|
| Northern Trust Corporation (NTRS) | 0.1 | $495k | -11% | 2.8k | 173.84 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $494k | -16% | 1.3k | 368.38 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $492k | +71% | 5.2k | 95.44 |
|
| Phillips 66 (PSX) | 0.1 | $469k | 2.8k | 169.05 |
|
|
| Edwards Lifesciences (EW) | 0.1 | $456k | 5.0k | 90.46 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $417k | +12% | 16k | 26.50 |
|
| Travelers Companies (TRV) | 0.1 | $414k | 1.3k | 330.12 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFSV) | 0.1 | $413k | 11k | 38.79 |
|
|
| Maximus (MMS) | 0.1 | $412k | 7.7k | 53.76 |
|
|
| Parker-Hannifin Corporation (PH) | 0.1 | $402k | -6% | 411.00 | 978.12 |
|
| Booking Holdings (BKNG) | 0.1 | $383k | +2400% | 2.2k | 178.24 |
|
| Blackrock Util & Infrastrctu (BUI) | 0.1 | $359k | -5% | 12k | 29.01 |
|
| Coca-Cola Company (KO) | 0.1 | $356k | 4.4k | 81.27 |
|
|
| Intel Corporation (INTC) | 0.1 | $349k | NEW | 2.5k | 139.63 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $349k | 6.7k | 51.69 |
|
|
| International Business Machines (IBM) | 0.1 | $344k | 1.2k | 281.21 |
|
|
| Microchip Technology (MCHP) | 0.1 | $339k | -9% | 3.7k | 91.20 |
|
| Applied Materials (AMAT) | 0.1 | $323k | NEW | 447.00 | 723.00 |
|
| 3M Company (MMM) | 0.1 | $322k | 2.0k | 161.91 |
|
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $321k | +8% | 7.6k | 42.41 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $320k | -26% | 1.4k | 236.62 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $318k | NEW | 1.3k | 246.21 |
|
| SYSCO Corporation (SYY) | 0.1 | $315k | -5% | 3.8k | 83.58 |
|
| Air Products & Chemicals (APD) | 0.1 | $310k | -2% | 1.1k | 293.18 |
|
| Tesla Motors (TSLA) | 0.1 | $304k | 723.00 | 420.60 |
|
|
| Chevron Corporation (CVX) | 0.1 | $304k | -25% | 1.8k | 165.76 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $300k | NEW | 629.00 | 477.57 |
|
| Ishares Tr Core Msci Euro (IEUR) | 0.1 | $298k | 4.0k | 75.17 |
|
|
| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.1 | $296k | 4.4k | 67.50 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $294k | +12% | 3.7k | 79.03 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $292k | -13% | 7.3k | 40.21 |
|
| Starbucks Corporation (SBUX) | 0.0 | $289k | 2.8k | 102.19 |
|
|
| Walt Disney Company (DIS) | 0.0 | $278k | -41% | 2.9k | 96.25 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $271k | 1.2k | 217.93 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $270k | -9% | 1.1k | 242.97 |
|
| T. Rowe Price (TROW) | 0.0 | $265k | 2.3k | 113.69 |
|
|
| Allstate Corporation (ALL) | 0.0 | $265k | 1.1k | 237.94 |
|
|
| Southern Company (SO) | 0.0 | $263k | 2.7k | 95.71 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $257k | 2.5k | 102.16 |
|
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $256k | NEW | 1.5k | 170.86 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $256k | 4.7k | 54.03 |
|
|
| Ford Motor Company (F) | 0.0 | $255k | 18k | 13.90 |
|
|
| Fifth Third Ban (FITB) | 0.0 | $252k | NEW | 4.5k | 56.37 |
|
| ConocoPhillips (COP) | 0.0 | $252k | -10% | 2.4k | 103.96 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $251k | 6.9k | 36.26 |
|
|
| Corning Incorporated (GLW) | 0.0 | $250k | NEW | 980.00 | 255.43 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $249k | -6% | 2.0k | 126.58 |
|
| Caterpillar (CAT) | 0.0 | $248k | NEW | 233.00 | 1064.90 |
|
| United Parcel Svcs CL B (UPS) | 0.0 | $242k | -2% | 2.3k | 107.50 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $241k | NEW | 2.3k | 103.45 |
|
| Analog Devices (ADI) | 0.0 | $232k | NEW | 585.00 | 397.17 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $232k | 1.5k | 156.72 |
|
|
| Wec Energy Group (WEC) | 0.0 | $222k | -11% | 1.9k | 116.77 |
|
| Broadcom (AVGO) | 0.0 | $216k | -10% | 571.00 | 377.75 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $216k | NEW | 2.1k | 103.88 |
|
| Morgan Stanley Com New (MS) | 0.0 | $212k | NEW | 1.0k | 209.04 |
|
| Advanced Micro Devices (AMD) | 0.0 | $205k | NEW | 352.00 | 580.91 |
|
| Capital One Financial (COF) | 0.0 | $204k | 1.0k | 200.62 |
|
|
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $123k | 11k | 10.90 |
|
|
| Eaton Vance Risk Managed Diversified (ETJ) | 0.0 | $92k | -21% | 11k | 8.27 |
|
| Gabelli Utility Trust (GUT) | 0.0 | $66k | 10k | 6.59 |
|
Past Filings by Liberty Capital Management
SEC 13F filings are viewable for Liberty Capital Management going back to 2010
- Liberty Capital Management 2026 Q2 filed July 17, 2026
- Liberty Capital Management 2025 Q4 filed Jan. 26, 2026
- Liberty Capital Management 2025 Q3 filed Nov. 6, 2025
- Liberty Capital Management 2025 Q2 filed July 18, 2025
- Liberty Capital Management 2025 Q1 filed April 16, 2025
- Liberty Capital Management 2024 Q4 filed Jan. 28, 2025
- Liberty Capital Management 2024 Q3 filed Oct. 22, 2024
- Liberty Capital Management 2024 Q2 filed July 29, 2024
- Liberty Capital Management 2024 Q1 filed April 11, 2024
- Liberty Capital Management 2023 Q4 filed Jan. 24, 2024
- Liberty Capital Management 2023 Q3 filed Oct. 18, 2023
- Liberty Capital Management 2023 Q2 filed July 25, 2023
- Liberty Capital Management 2023 Q1 filed April 11, 2023
- Liberty Capital Management 2022 Q4 filed Jan. 23, 2023
- Liberty Capital Management 2022 Q3 restated filed Nov. 9, 2022
- Liberty Capital Management 2022 Q3 filed Nov. 8, 2022