Liberty Capital Management, Inc.

CIK

1366838

Location

BIRMINGHAM, MI

Portfolio Value

Small $581,747,521

Diversification

Diversified

Filing Date

Global Rank

#3,500 / 8,794 ▼ 228 · as of Jun 2026

Top Industry

Internet Content & Information 8.3%

Period ended 3 months ago

Filed Jul 17, 2026 · 3mo

24 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

139 tracked positions · as of Jun 30, 2026 · Δ vs Dec 31, 2025

Top Position

8.1%

+0.1 pts

Top 5

30.2%

+1.6 pts

Top 10

43.3%

+1.8 pts

HHI

293

Diversified+22

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	34.1%	$198,236,111	22
Technology	17.9%	$104,117,910	24
Industrials	10.1%	$58,771,934	18
Financial Services	9.2%	$53,465,241	21
Healthcare	8.1%	$47,249,395	14
Consumer Cyclical	6.8%	$39,299,241	11
Communication Services	5.8%	$33,746,772	5
Consumer Defensive	4.4%	$25,847,136	8
Real Estate	1.3%	$7,806,418	3
Basic Materials	1.2%	$6,772,264	2
Utilities	0.7%	$3,834,573	5
Energy	0.4%	$2,600,526	6

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	+297,238	1,556,830	$47,134,599
VCRM	Vanguard Core Tax-Exempt Bond ETF	+39,647	84,993	$4,298,945
POWL	Powell Industries Inc	+17,042	25,136	$7,197,944
BIV	Vanguard Intermediate-Term Bond ETF	+10,166	143,104	$10,505,264
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+7,503	294,414	$27,010,818
VEU	Vanguard FTSE All-World Ex-US ETF	+6,390	93,966	$8,368,900
TRMB	Trimble Inc.	+5,802	41,865	$2,142,650
NFLX	Netflix Inc	+4,863	17,004	$1,214,085
FAST	Fastenal Co	+4,768	127,848	$6,140,539
EDV	Vanguard World Funds Extended Duration ETF	+4,515	5,115	$611,344
VB	Vanguard Morningstar Small-Cap ETF	+3,647	127,602	$47,317,967
BNDW	Vanguard Total World Bond ETF	+2,416	16,046	$1,312,738
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	+2,352	64,073	$3,218,386
DCOR	Dimensional US Core Equity 1 ETF	+2,198	294,930	$12,567,884
APO	Apollo Global Management, Inc.	+2,083	6,101	$721,809
BKNG	Booking Holdings Inc.	+2,064	2,150	$383,216
OTIS	Otis Worldwide Corp	+1,913	36,007	$2,578,101
VXUS	Vanguard Total International Stock ETF	+1,880	15,053	$1,286,880
ISRG	Intuitive Surgical Inc	+1,777	4,052	$1,611,399
PANW	Palo Alto Networks Inc	+1,744	21,448	$7,314,196
ACSG	American Century Small Cap Growth Insights ETF	+1,684	89,404	$10,948,101
VEEV	Veeva Systems Inc	+1,330	11,148	$1,978,435
CDNS	Cadence Design Systems Inc	+1,261	10,666	$4,003,163
FTNT	Fortinet, Inc.	+1,214	69,804	$10,723,290
AMT	American Tower Corp /Ma/	+1,094	24,414	$3,993,397
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
TSCO	Tractor Supply Co /De/	−27,613	33,297	$1,052,518
ABT	Abbott Laboratories	−14,162	34,602	$3,139,785
CARR	CARRIER GLOBAL Corp	−8,302	26,874	$1,971,207
VZ	Verizon Communications Inc	−6,475	14,285	$604,826
FISV	Fiserv Inc	−4,766	42,849	$2,101,743
UNH	Unitedhealth Group Inc	−3,680	12,336	$5,127,211
ETJ	Eaton Vance Risk-Managed Diversified Equity Income Fund	−3,000	11,170	$92,375
ADBE	Adobe Inc.	−2,453	2,487	$509,884
GOOGL	Alphabet Inc.	−2,116	82,533	$29,403,299
NVDA	Nvidia Corp	−2,095	107,620	$21,533,685
DIS	Walt Disney Co	−2,086	2,890	$278,162
FTV	Fortive Corp	−1,839	22,593	$1,380,206
CHD	Church & Dwight Co Inc /De/	−1,660	42,760	$4,142,588
AAPL	Apple Inc.	−1,516	85,831	$24,836,058
STZ	Constellation Brands, Inc.	−1,501	13,226	$1,839,604
VEA	Vanguard FTSE Developed Markets ETF	−1,330	130,657	$9,309,311
DHR	Danaher Corp /De/	−1,128	31,927	$6,081,454
BUI	BlackRock Utilities, Infrastructure & Power Opportunities Trust	−700	12,380	$359,143
CSCO	Cisco Systems, Inc.	−639	19,491	$2,289,412
TEX	Terex Corp	−626	7,730	$559,574
CVX	Chevron Corp	−612	1,832	$303,672
PEP	Pepsico Inc	−528	10,507	$1,422,647
CTSH	Cognizant Technology Solutions Corp	−475	21,670	$839,279
MCHP	Microchip Technology Inc	−400	3,722	$339,446
NTRS	Northern Trust Corp	−375	2,849	$495,270
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	2,500	$349,075
AMAT	Applied Materials Inc /De	447	$323,181
—		1,292	$318,103
TSM	Taiwan Semiconductor Manufacturing Co Ltd	629	$300,391
SPCX	Space Exploration Technologies Corp	1,500	$256,290
FITB	Fifth Third Bancorp	4,478	$252,424
GLW	Corning Inc /Ny	980	$250,321
CAT	Caterpillar Inc	233	$248,121
CVS	CVS HEALTH Corp	2,328	$240,831
ADI	Analog Devices Inc	585	$232,344
MS	Morgan Stanley	1,015	$212,175
AMD	Advanced Micro Devices Inc	352	$204,480
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
FNF	Fidelity National Financial, Inc.	7,091	$387,097
XOM	ExxonMobil Holdings Corp	3,038	$365,592
CWI	State Street SPDR MSCI ACWI ex-US ETF	8,012	$355,812
NSC	Norfolk Southern Corp	869	$250,897
IT	Gartner Inc	951	$239,918
CEG	Constellation Energy Corp	674	$238,103
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	5,172	$213,448
RAL	Ralliant Corp	4,156	$211,581
VLTO	Veralto Corp	2,097	$209,238
USB	US Bancorp De	3,915	$208,904
—		2,400	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

139 tracked positions · $581,747,521 total · filing declares 184 positions · $581,747,348 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 139 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	127,602	+3,647	$47,317,967	+14.8%	8.13%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	1,556,830	+297,238	$47,134,599	+37.2%	8.10%
GOOGL	Alphabet Inc. Communication Services	Reduced	82,533	-2,116	$29,403,299	+10.9%	5.05%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	294,414	+7,503	$27,010,818	—	4.64%
AAPL	Apple Inc. Technology	Reduced	85,831	-1,516	$24,836,058	+4.6%	4.27%
NVDA	Nvidia Corp Technology	Reduced	107,620	-2,095	$21,533,685	+5.2%	3.70%
AMZN	Amazon Com Inc Consumer Cyclical	Added	65,376	+538	$15,581,715	+4.1%	2.68%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	15,603	-195	$14,596,138	+7.1%	2.51%
DCOR	Dimensional US Core Equity 1 ETF	Added	294,930	+2,198	$12,567,884	+14.5%	2.16%
V	Visa Inc. Financial Services	Added	34,701	+168	$11,905,566	−1.7%	2.05%
AIT	Applied Industrial Technologies Inc Industrials	Held	34,668	0	$11,722,984	+31.7%	2.02%
ACSG	American Century Small Cap Growth Insights ETF	Added	89,404	+1,684	$10,948,101	+23.5%	1.88%
FTNT	Fortinet, Inc. Technology	Added	69,804	+1,214	$10,723,290	+96.9%	1.84%
ABBV	AbbVie Inc. Healthcare	Added	42,332	+352	$10,652,424	+11.1%	1.83%
BIV	Vanguard Intermediate-Term Bond ETF	Added	143,104	+10,166	$10,505,264	+6.7%	1.81%
AFL	Aflac Inc Financial Services	Added	82,110	+363	$9,627,397	+6.8%	1.65%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	130,657	-1,330	$9,309,311	+12.9%	1.60%
MSFT	Microsoft Corp Technology	Added	24,235	+73	$9,040,139	−22.6%	1.55%
JPM	Jpmorgan Chase & Co Financial Services	Added	27,048	+458	$8,853,621	+3.3%	1.52%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	17,002	+51	$8,524,122	−13.2%	1.47%
HD	Home Depot, Inc. Consumer Cyclical	Added	23,796	+459	$8,392,373	+4.5%	1.44%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	93,966	+6,390	$8,368,900	+23.0%	1.44%
CTAS	Cintas Corp Industrials	Added	48,567	+1,012	$8,260,275	−7.6%	1.42%
ASML	Asml Holding NV Technology	Added	4,005	+135	$7,967,706	+92.4%	1.37%
RTX	RTX Corp Industrials	Added	39,103	+935	$7,419,012	+6.0%	1.28%
PANW	Palo Alto Networks Inc Technology	Added	21,448	+1,744	$7,314,196	+101.5%	1.26%
POWL	Powell Industries Inc Industrials	Added	25,136	+17,042	$7,197,944	+179.0%	1.24%
ECL	Ecolab Inc. Basic Materials	Added	23,194	+258	$6,462,080	+7.3%	1.11%
FAST	Fastenal Co Industrials	Added	127,848	+4,768	$6,140,539	+24.3%	1.06%
DHR	Danaher Corp /De/ Healthcare	Reduced	31,927	-1,128	$6,081,454	−19.6%	1.05%
ITW	Illinois Tool Works Inc Industrials	Reduced	22,111	-136	$5,980,362	+9.1%	1.03%
CB	Chubb Ltd Financial Services	Reduced	16,672	-35	$5,680,817	+8.9%	0.98%
INTU	Intuit Inc. Technology	Added	21,109	+690	$5,509,449	−59.3%	0.95%
MCD	Mcdonalds Corp Consumer Cyclical	Added	19,868	+442	$5,370,519	−9.5%	0.92%
UNH	Unitedhealth Group Inc Healthcare	Reduced	12,336	-3,680	$5,127,211	−3.0%	0.88%
PKG	Packaging Corp Of America Consumer Cyclical	Reduced	19,800	-160	$4,717,944	+14.6%	0.81%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Added	84,993	+39,647	$4,298,945	+88.5%	0.74%
SYK	Stryker Corp Healthcare	Added	13,523	+497	$4,257,581	−7.0%	0.73%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Reduced	42,760	-1,660	$4,142,588	+11.2%	0.71%
CDNS	Cadence Design Systems Inc Technology	Added	10,666	+1,261	$4,003,163	+36.2%	0.69%
AMT	American Tower Corp /Ma/ Real Estate	Added	24,414	+1,094	$3,993,397	−2.5%	0.69%
WELL	Welltower Inc. Real Estate	Held	16,257	0	$3,689,851	+22.3%	0.63%
EME	EMCOR Group, Inc. Industrials	Added	4,434	+482	$3,679,687	+52.2%	0.63%
VIG	Vanguard Dividend Appreciation ETF	Added	34,714	+118	$3,537,287	+7.1%	0.61%
BLK	BlackRock, Inc. Financial Services	Added	3,552	+579	$3,415,461	+7.3%	0.59%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	Added	64,073	+2,352	$3,218,386	+5.4%	0.55%
ABT	Abbott Laboratories Healthcare	Reduced	34,602	-14,162	$3,139,785	−48.6%	0.54%
LLY	ELI LILLY & Co Healthcare	Reduced	2,308	-70	$2,768,284	+8.3%	0.48%
PGR	Progressive Corp/Oh/ Financial Services	Held	11,837	0	$2,585,792	−4.1%	0.44%
OTIS	Otis Worldwide Corp Industrials	Added	36,007	+1,913	$2,578,101	−13.4%	0.44%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.