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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 %
97.72%
Top 10 Hldgs %
33.65%
Holding
184
New
184
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$44.3M
2
AAPL icon
Apple
AAPL
+$24.6M
3
NVDA icon
NVIDIA
NVDA
+$22.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$21.6M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$17M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 18.26%
2 Industrials 10.1%
3 Financials 9.1%
4 Healthcare 8.12%
5 Consumer Discretionary 6.76%

No holdings matched the selected filter criteria.

4 5 6 7 8

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Liberty Capital Management's Q2 2026 Portfolio in Review

Q2 2026 is the first quarter with a 13F filing on record for Liberty Capital Management, which disclosed 184 positions worth $582M. Its ten largest holdings account for 34% of the portfolio.

Its largest position is Vanguard Morningstar Total Stock Market ETF: 123,891 shares worth $45.8M.

By sector, the portfolio is most concentrated in Technology at 18% of assets, followed by Industrials and Financials.

  • 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 disclosed 184 positions in Q2 2026, its first 13F filing on record.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.