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LCM
Liberty Capital Management Portfolio holdings
AUM
$582M
This Fund
S&P 500
This Quarter
Est. Return
+13.76%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$582M
AUM Growth
–
Cap. Flow
+$568M
Cap. Flow
% of AUM
97.72%
Top 10 Holdings %
Top 10 Hldgs %
33.65%
Holding
184
New
184
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$44.3M |
| 2 |
Apple
AAPL
|
+$24.6M |
| 3 |
NVIDIA
NVDA
|
+$22.1M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$21.6M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$17M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 33.8% |
| 2 | Technology | 18.26% |
| 3 | Industrials | 10.1% |
| 4 | Financials | 9.1% |
| 5 | Healthcare | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Vanguard Morningstar Total Stock Market ETF
VTI
$687B
| $45.8M | 7.88% |
+123,891
| New | +$44.3M |
|
|
2
Apple
AAPL
$4.67T
| $24.8M | 4.27% |
+85,831
| New | +$24.6M |
|
|
3
NVIDIA
NVDA
$5.25T
| $21.5M | 3.7% |
+107,620
| New | +$22.1M |
|
|
4
Alphabet (Google) Class A
GOOGL
$4.24T
| $21.4M | 3.68% |
+59,880
| New | +$21.6M |
|
|
5
Schwab US Broad Market ETF
SCHB
$44.7B
| $17.6M | 3.03% |
+608,084
| New | +$17M |
|
6
Amazon
AMZN
$2.87T
| $15.6M | 2.68% |
+65,376
| New | +$16.4M |
|
7
Costco
COST
$419B
| $14.6M | 2.51% |
+15,603
| New | +$15.5M |
|
8
Visa
V
$712B
| $11.9M | 2.05% |
+34,701
| New | +$11.1M |
|
9
Applied Industrial Technologies
AIT
$11.8B
| $11.7M | 2.02% |
+34,668
| New | +$10.6M |
|
10
Fortinet
FTNT
$122B
| $10.7M | 1.84% |
+69,804
| New | +$8.07M |
|
11
AbbVie
ABBV
$451B
| $10.7M | 1.83% |
+42,332
| New | +$9.11M |
|
12
Vanguard Total Bond Market
BND
$161B
| $10.5M | 1.81% |
+143,104
| New | +$10.5M |
|
13
Avantis US Small Cap Value ETF
AVUV
$31.3B
| $9.97M | 1.71% |
+79,918
| New | +$9.53M |
|
14
Aflac
AFL
$58.4B
| $9.63M | 1.65% |
+82,110
| New | +$9.45M |
|
15
Vanguard FTSE Developed Markets ETF
VEA
$238B
| $9.31M | 1.6% |
+130,657
| New | +$9.1M |
|
16
Microsoft
MSFT
$3.81T
| $9.04M | 1.55% |
+24,235
| New | +$9.81M |
|
17
JPMorgan Chase
JPM
$951B
| $8.85M | 1.52% |
+27,048
| New | +$8.4M |
|
18
iShares National Muni Bond ETF
MUB
$45.5B
| $8.55M | 1.47% |
+79,475
| New | +$8.5M |
|
19
Thermo Fisher Scientific
TMO
$230B
| $8.52M | 1.47% |
+17,002
| New | +$8.16M |
|
20
Home Depot
HD
$329B
| $8.39M | 1.44% |
+23,796
| New | +$7.74M |
|
21
Cintas
CTAS
$81.7B
| $8.26M | 1.42% |
+48,567
| New | +$8.4M |
|
|
22
Alphabet (Google) Class C
GOOG
$4.19T
| $8M | 1.38% |
+22,653
| New | +$8.1M |
|
23
ASML
ASML
$651B
| $7.97M | 1.37% |
+4,005
| New | +$6.37M |
|
24
Schwab US Large-Cap Growth ETF
SCHG
$63.1B
| $7.96M | 1.37% |
+235,164
| New | +$7.79M |
|
25
Schwab International Equity ETF
SCHF
$69.3B
| $7.56M | 1.3% |
+272,856
| New | +$7.36M |
|
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Liberty Capital Management's Q2 2026 Portfolio in Review
As of Q2 2026, Liberty Capital Management held 184 positions worth $582M. Its ten largest holdings account for 34% of the portfolio.
Liberty Capital Management deployed $568M of net new capital in Q2 2026, opening 184 new positions. Its largest new stake was Vanguard Morningstar Total Stock Market ETF: 123,891 shares worth $45.8M.
By sector, the portfolio is most concentrated in Miscellaneous at 34% of assets, followed by Technology and Industrials.
- Liberty Capital Management's largest Q2 2026 buy was Vanguard Morningstar Total Stock Market ETF: 123,891 shares worth $45.8M.
- Liberty Capital Management's ten largest holdings make up 34% of its $582M portfolio in Q2 2026.
- Liberty Capital Management opened 184 new positions and closed 0 in Q2 2026.
Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.