Liberty Capital Management, Inc.
CIK: 0001366838SEC EDGAR →
Portfolio Value
$468K
Holdings
180
As of
Q4 2025
New Positions
6
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 121,479 | $41K | 8.70% |
| 2 | APPLE INC | 87,347 | $24K | 5.07% |
| 3 | NVIDIA CORPORATION | 109,715 | $20K | 4.37% |
| 4 | ALPHABET INC | 60,497 | $19K | 4.05% |
| 5 | AMAZON COM INC | 64,838 | $15K | 3.20% |
| 6 | VISA INC | 34,533 | $12K | 2.59% |
| 7 | SCHWAB STRATEGIC TR | 445,949 | $12K | 2.50% |
| 8 | MICROSOFT CORP | 24,162 | $12K | 2.50% |
| 9 | VANGUARD BD INDEX FDS | 132,938 | $10K | 2.10% |
| 10 | ABBVIE INC | 41,980 | $10K | 2.05% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 80 | $201K | 42.9% |
| Technology | 21 | $82K | 17.5% |
| Industrials | 19 | $39K | 8.3% |
| Consumer Cyclical | 11 | $38K | 8.2% |
| Healthcare | 12 | $38K | 8.0% |
| Communication Services | 5 | $28K | 6.0% |
| Consumer Defensive | 8 | $11K | 2.4% |
| Unknown | 6 | $11K | 2.3% |
| Real Estate | 3 | $7K | 1.5% |
| Basic Materials | 2 | $6K | 1.3% |
| Utilities | 6 | $4K | 0.8% |
| Energy | 7 | $3K | 0.6% |