Filed: 7/17/2026ACC: 0001366838-26-000008
📋 What this filing means
LIBERTY CAPITAL MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 184 equity positions with a total reported market value of $581.75M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
184
Positions
$581.75M
Total AUM (reported)
4.95M
Total Shares
Allocation by class
COM$320.91M55.2%
TOTAL STK MKT$45.84M7.9%
CAP STK CL A$21.40M3.7%
US BRD MKT ETF$17.61M3.0%
COM CL A$11.91M2.0%
TOTAL BND MRKT$10.51M1.8%
US SML CP VALU$9.97M1.7%
Portfolio Concentration
Top 3$92.21M15.9%
4–10$103.54M17.8%
11–25$133.18M22.9%
Rest$252.82M43.5%
Top 3 weight
15.9%
Top 10 weight
33.6%
Voting Authority Distribution
Total shares with voting rights: 4.95M
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
4.95M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole184
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings184
Rows:
VANGUARD INDEX FDS
SOLEShares123.89K
TypeSH
Market value$45.84M
7.88%
Sole
0.00
Shared
0.00
None
123.89K
APPLE INC
SOLEShares85.83K
TypeSH
Market value$24.84M
4.27%
Sole
0.00
Shared
0.00
None
85.83K
NVIDIA CORPORATION
SOLEShares107.62K
TypeSH
Market value$21.53M
3.70%
Sole
0.00
Shared
0.00
None
107.62K
ALPHABET INC
SOLEShares59.88K
TypeSH
Market value$21.40M
3.68%
Sole
0.00
Shared
0.00
None
59.88K
SCHWAB STRATEGIC TR
SOLEShares608.08K
TypeSH
Market value$17.61M
3.03%
Sole
0.00
Shared
0.00
None
608.08K
AMAZON COM INC
SOLEShares65.38K
TypeSH
Market value$15.58M
2.68%
Sole
0.00
Shared
0.00
None
65.38K
COSTCO WHOLESALE CORPORATION
SOLEShares15.60K
TypeSH
Market value$14.60M
2.51%
Sole
0.00
Shared
0.00
None
15.60K
VISA INC
SOLEShares34.70K
TypeSH
Market value$11.91M
2.05%
Sole
0.00
Shared
0.00
None
34.70K
APPLIED INDL TECHNOLOGIES IN
SOLEShares34.67K
TypeSH
Market value$11.72M
2.02%
Sole
0.00
Shared
0.00
None
34.67K
FORTINET INC
SOLEShares69.80K
TypeSH
Market value$10.72M
1.84%
Sole
0.00
Shared
0.00
None
69.80K
ABBVIE INC
SOLEShares42.33K
TypeSH
Market value$10.65M
1.83%
Sole
0.00
Shared
0.00
None
42.33K
VANGUARD BD INDEX FDS
SOLEShares143.10K
TypeSH
Market value$10.51M
1.81%
Sole
0.00
Shared
0.00
None
143.10K
AMERICAN CENTY ETF TR
SOLEShares79.92K
TypeSH
Market value$9.97M
1.71%
Sole
0.00
Shared
0.00
None
79.92K
AFLAC INC
SOLEShares82.11K
TypeSH
Market value$9.63M
1.65%
Sole
0.00
Shared
0.00
None
82.11K
VANGUARD TAX-MANAGED FDS
SOLEShares130.66K
TypeSH
Market value$9.31M
1.60%
Sole
0.00
Shared
0.00
None
130.66K
MICROSOFT CORP
SOLEShares24.23K
TypeSH
Market value$9.04M
1.55%
Sole
0.00
Shared
0.00
None
24.23K
JPMORGAN CHASE & CO
SOLEShares27.05K
TypeSH
Market value$8.85M
1.52%
Sole
0.00
Shared
0.00
None
27.05K
ISHARES TR
SOLEShares79.47K
TypeSH
Market value$8.55M
1.47%
Sole
0.00
Shared
0.00
None
79.47K
THERMO FISHER SCIENTIFIC INC
SOLEShares17K
TypeSH
Market value$8.52M
1.47%
Sole
0.00
Shared
0.00
None
17K
HOME DEPOT INC
SOLEShares23.80K
TypeSH
Market value$8.39M
1.44%
Sole
0.00
Shared
0.00
None
23.80K
CINTAS CORP
SOLEShares48.57K
TypeSH
Market value$8.26M
1.42%
Sole
0.00
Shared
0.00
None
48.57K
ALPHABET INC
SOLEShares22.65K
TypeSH
Market value$8.00M
1.38%
Sole
0.00
Shared
0.00
None
22.65K
ASML HLDG NV
SOLEShares4K
TypeSH
Market value$7.97M
1.37%
Sole
0.00
Shared
0.00
None
4K
SCHWAB STRATEGIC TR
SOLEShares235.16K
TypeSH
Market value$7.96M
1.37%
Sole
0.00
Shared
0.00
None
235.16K
SCHWAB STRATEGIC TR
SOLEShares272.86K
TypeSH
Market value$7.56M
1.30%
Sole
0.00
Shared
0.00
None
272.86K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 123.89K | SH | $45.84M 7.88% | 0.00 | 0.00 | 123.89K |
APPLE INCSOLE | COM | 85.83K | SH | $24.84M 4.27% | 0.00 | 0.00 | 85.83K |
NVIDIA CORPORATIONSOLE | COM | 107.62K | SH | $21.53M 3.70% | 0.00 | 0.00 | 107.62K |
ALPHABET INCSOLE | CAP STK CL A | 59.88K | SH | $21.40M 3.68% | 0.00 | 0.00 | 59.88K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 608.08K | SH | $17.61M 3.03% | 0.00 | 0.00 | 608.08K |
AMAZON COM INCSOLE | COM | 65.38K | SH | $15.58M 2.68% | 0.00 | 0.00 | 65.38K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 15.60K | SH | $14.60M 2.51% | 0.00 | 0.00 | 15.60K |
VISA INCSOLE | COM CL A | 34.70K | SH | $11.91M 2.05% | 0.00 | 0.00 | 34.70K |
APPLIED INDL TECHNOLOGIES INSOLE | COM | 34.67K | SH | $11.72M 2.02% | 0.00 | 0.00 | 34.67K |
FORTINET INCSOLE | COM | 69.80K | SH | $10.72M 1.84% | 0.00 | 0.00 | 69.80K |
ABBVIE INCSOLE | COM | 42.33K | SH | $10.65M 1.83% | 0.00 | 0.00 | 42.33K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 143.10K | SH | $10.51M 1.81% | 0.00 | 0.00 | 143.10K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 79.92K | SH | $9.97M 1.71% | 0.00 | 0.00 | 79.92K |
AFLAC INCSOLE | COM | 82.11K | SH | $9.63M 1.65% | 0.00 | 0.00 | 82.11K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 130.66K | SH | $9.31M 1.60% | 0.00 | 0.00 | 130.66K |
MICROSOFT CORPSOLE | COM | 24.23K | SH | $9.04M 1.55% | 0.00 | 0.00 | 24.23K |
JPMORGAN CHASE & COSOLE | COM | 27.05K | SH | $8.85M 1.52% | 0.00 | 0.00 | 27.05K |
ISHARES TRSOLE | NATIONAL MUN ETF | 79.47K | SH | $8.55M 1.47% | 0.00 | 0.00 | 79.47K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 17K | SH | $8.52M 1.47% | 0.00 | 0.00 | 17K |
HOME DEPOT INCSOLE | COM | 23.80K | SH | $8.39M 1.44% | 0.00 | 0.00 | 23.80K |
CINTAS CORPSOLE | COM | 48.57K | SH | $8.26M 1.42% | 0.00 | 0.00 | 48.57K |
ALPHABET INCSOLE | CAP STK CL C | 22.65K | SH | $8.00M 1.38% | 0.00 | 0.00 | 22.65K |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 4K | SH | $7.97M 1.37% | 0.00 | 0.00 | 4K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 235.16K | SH | $7.96M 1.37% | 0.00 | 0.00 | 235.16K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 272.86K | SH | $7.56M 1.30% | 0.00 | 0.00 | 272.86K |
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