Liberty Capital Management, Inc.
CIK: 0001366838SEC EDGAR →
Portfolio Value
$537.0M
Holdings
180
As of
Q4 2025
New Positions
6
Closed Positions
3
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 121,479 | $40.7M | 7.58% |
| 2 | APPLE INC | 87,347 | $23.7M | 4.42% |
| 3 | NVIDIA CORPORATION | 109,715 | $20.5M | 3.81% |
| 4 | ALPHABET INC | 60,497 | $18.9M | 3.53% |
| 5 | AMAZON COM INC | 64,838 | $15.0M | 2.79% |
| 6 | COSTCO WHSL CORP NEW | 15,798 | $13.6M | 2.54% |
| 7 | INTUIT | 20,419 | $13.5M | 2.52% |
| 8 | VISA INC | 34,533 | $12.1M | 2.26% |
| 9 | SCHWAB STRATEGIC TR | 445,949 | $11.7M | 2.18% |
| 10 | MICROSOFT CORP | 24,162 | $11.7M | 2.18% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 79 | $214.1M | 39.9% |
| Technology | 21 | $100.8M | 18.8% |
| Healthcare | 12 | $51.2M | 9.5% |
| Industrials | 19 | $41.5M | 7.7% |
| Consumer Cyclical | 11 | $41.1M | 7.7% |
| Communication Services | 5 | $30.4M | 5.7% |
| Consumer Defensive | 8 | $24.7M | 4.6% |
| Unknown | 7 | $13.3M | 2.5% |
| Real Estate | 3 | $7.2M | 1.3% |
| Basic Materials | 2 | $6.3M | 1.2% |
| Utilities | 6 | $3.7M | 0.7% |
| Energy | 7 | $2.7M | 0.5% |