Filed: 1/26/2026ACC: 0001366838-26-000002
📋 What this filing means
LIBERTY CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 180 equity positions with a total reported market value of $537.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
180
Positions
$537.02M
Total AUM (reported)
4.63M
Total Shares
Allocation by class
COM$312.77M58.2%
TOTAL STK MKT$40.73M7.6%
CAP STK CL A$18.94M3.5%
COM CL A$12.11M2.3%
US BRD MKT ETF$11.70M2.2%
TOTAL BND MRKT$9.85M1.8%
NATIONAL MUN ETF$8.45M1.6%
Portfolio Concentration
Top 3$84.94M15.8%
4–10$96.54M18.0%
11–25$126.97M23.6%
Rest$228.56M42.6%
Top 3 weight
15.8%
Top 10 weight
33.8%
Voting Authority Distribution
Total shares with voting rights: 4.63M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.63M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole180
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings180
Rows:
VANGUARD INDEX FDS
SOLEShares121.48K
TypeSH
Market value$40.73M
7.58%
Sole
0.00
Shared
0.00
None
121.48K
APPLE INC
SOLEShares87.35K
TypeSH
Market value$23.75M
4.42%
Sole
0.00
Shared
0.00
None
87.35K
NVIDIA CORPORATION
SOLEShares109.72K
TypeSH
Market value$20.46M
3.81%
Sole
0.00
Shared
0.00
None
109.72K
ALPHABET INC
SOLEShares60.50K
TypeSH
Market value$18.94M
3.53%
Sole
0.00
Shared
0.00
None
60.50K
AMAZON COM INC
SOLEShares64.84K
TypeSH
Market value$14.97M
2.79%
Sole
0.00
Shared
0.00
None
64.84K
COSTCO WHSL CORP NEW
SOLEShares15.80K
TypeSH
Market value$13.62M
2.54%
Sole
0.00
Shared
0.00
None
15.80K
INTUIT
SOLEShares20.42K
TypeSH
Market value$13.53M
2.52%
Sole
0.00
Shared
0.00
None
20.42K
VISA INC
SOLEShares34.53K
TypeSH
Market value$12.11M
2.26%
Sole
0.00
Shared
0.00
None
34.53K
SCHWAB STRATEGIC TR
SOLEShares445.95K
TypeSH
Market value$11.70M
2.18%
Sole
0.00
Shared
0.00
None
445.95K
MICROSOFT CORP
SOLEShares24.16K
TypeSH
Market value$11.69M
2.18%
Sole
0.00
Shared
0.00
None
24.16K
VANGUARD BD INDEX FDS
SOLEShares132.94K
TypeSH
Market value$9.85M
1.83%
Sole
0.00
Shared
0.00
None
132.94K
THERMO FISHER SCIENTIFIC INC
SOLEShares16.95K
TypeSH
Market value$9.82M
1.83%
Sole
0.00
Shared
0.00
None
16.95K
ABBVIE INC
SOLEShares41.98K
TypeSH
Market value$9.59M
1.79%
Sole
0.00
Shared
0.00
None
41.98K
AFLAC INC
SOLEShares81.75K
TypeSH
Market value$9.01M
1.68%
Sole
0.00
Shared
0.00
None
81.75K
CINTAS CORP
SOLEShares47.55K
TypeSH
Market value$8.94M
1.67%
Sole
0.00
Shared
0.00
None
47.55K
APPLIED INDL TECHNOLOGIES IN
SOLEShares34.67K
TypeSH
Market value$8.90M
1.66%
Sole
0.00
Shared
0.00
None
34.67K
JPMORGAN CHASE & CO.
SOLEShares26.59K
TypeSH
Market value$8.57M
1.60%
Sole
0.00
Shared
0.00
None
26.59K
ISHARES TR
SOLEShares78.91K
TypeSH
Market value$8.45M
1.57%
Sole
0.00
Shared
0.00
None
78.91K
VANGUARD TAX-MANAGED FDS
SOLEShares131.99K
TypeSH
Market value$8.25M
1.54%
Sole
0.00
Shared
0.00
None
131.99K
HOME DEPOT INC
SOLEShares23.34K
TypeSH
Market value$8.03M
1.50%
Sole
0.00
Shared
0.00
None
23.34K
AMERICAN CENTY ETF TR
SOLEShares77.72K
TypeSH
Market value$7.93M
1.48%
Sole
0.00
Shared
0.00
None
77.72K
ALPHABET INC
SOLEShares24.15K
TypeSH
Market value$7.58M
1.41%
Sole
0.00
Shared
0.00
None
24.15K
DANAHER CORPORATION
SOLEShares33.05K
TypeSH
Market value$7.57M
1.41%
Sole
0.00
Shared
0.00
None
33.05K
SCHWAB STRATEGIC TR
SOLEShares229.55K
TypeSH
Market value$7.49M
1.39%
Sole
0.00
Shared
0.00
None
229.55K
RTX CORPORATION
SOLEShares38.17K
TypeSH
Market value$7.00M
1.30%
Sole
0.00
Shared
0.00
None
38.17K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 121.48K | SH | $40.73M 7.58% | 0.00 | 0.00 | 121.48K |
APPLE INCSOLE | COM | 87.35K | SH | $23.75M 4.42% | 0.00 | 0.00 | 87.35K |
NVIDIA CORPORATIONSOLE | COM | 109.72K | SH | $20.46M 3.81% | 0.00 | 0.00 | 109.72K |
ALPHABET INCSOLE | CAP STK CL A | 60.50K | SH | $18.94M 3.53% | 0.00 | 0.00 | 60.50K |
AMAZON COM INCSOLE | COM | 64.84K | SH | $14.97M 2.79% | 0.00 | 0.00 | 64.84K |
COSTCO WHSL CORP NEWSOLE | COM | 15.80K | SH | $13.62M 2.54% | 0.00 | 0.00 | 15.80K |
INTUITSOLE | COM | 20.42K | SH | $13.53M 2.52% | 0.00 | 0.00 | 20.42K |
VISA INCSOLE | COM CL A | 34.53K | SH | $12.11M 2.26% | 0.00 | 0.00 | 34.53K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 445.95K | SH | $11.70M 2.18% | 0.00 | 0.00 | 445.95K |
MICROSOFT CORPSOLE | COM | 24.16K | SH | $11.69M 2.18% | 0.00 | 0.00 | 24.16K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 132.94K | SH | $9.85M 1.83% | 0.00 | 0.00 | 132.94K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 16.95K | SH | $9.82M 1.83% | 0.00 | 0.00 | 16.95K |
ABBVIE INCSOLE | COM | 41.98K | SH | $9.59M 1.79% | 0.00 | 0.00 | 41.98K |
AFLAC INCSOLE | COM | 81.75K | SH | $9.01M 1.68% | 0.00 | 0.00 | 81.75K |
CINTAS CORPSOLE | COM | 47.55K | SH | $8.94M 1.67% | 0.00 | 0.00 | 47.55K |
APPLIED INDL TECHNOLOGIES INSOLE | COM | 34.67K | SH | $8.90M 1.66% | 0.00 | 0.00 | 34.67K |
JPMORGAN CHASE & CO.SOLE | COM | 26.59K | SH | $8.57M 1.60% | 0.00 | 0.00 | 26.59K |
ISHARES TRSOLE | NATIONAL MUN ETF | 78.91K | SH | $8.45M 1.57% | 0.00 | 0.00 | 78.91K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 131.99K | SH | $8.25M 1.54% | 0.00 | 0.00 | 131.99K |
HOME DEPOT INCSOLE | COM | 23.34K | SH | $8.03M 1.50% | 0.00 | 0.00 | 23.34K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 77.72K | SH | $7.93M 1.48% | 0.00 | 0.00 | 77.72K |
ALPHABET INCSOLE | CAP STK CL C | 24.15K | SH | $7.58M 1.41% | 0.00 | 0.00 | 24.15K |
DANAHER CORPORATIONSOLE | COM | 33.05K | SH | $7.57M 1.41% | 0.00 | 0.00 | 33.05K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 229.55K | SH | $7.49M 1.39% | 0.00 | 0.00 | 229.55K |
RTX CORPORATIONSOLE | COM | 38.17K | SH | $7.00M 1.30% | 0.00 | 0.00 | 38.17K |
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