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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% |
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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.