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Liberty Capital Management, Inc.
Period ended Sep 30, 2026 · Latest filing Nov 2, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $591,071,571
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · MRNGSTR TTL STK · 922908769 · shares: $46,607,316
- APPLE INC · COM · 037833100 · shares: $27,050,468
- NVIDIA CORPORATION · COM · 67066G104 · shares: $23,827,114
- SCHWAB STRATEGIC TR · US BRD MKT ETF · 808524102 · shares: $20,773,406
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $19,842,061
- AMAZON COM INC · COM · 023135106 · shares: $15,974,501
- COSTCO WHOLESALE CORPORATION · COM · 22160K105 · shares: $13,807,127
- ISHARES TR · CALIF MUN BD ETF · 464288356 · shares: $12,344,123
- VISA INC · COM CL A · 92826C839 · shares: $12,237,342
- FORTINET INC · COM · 34959E109 · shares: $12,032,157
Reported holdings
180 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 124,539 shares | $46,607,316 |
| APPLE INC | COM | 037833100 | — | 81,228 shares | $27,050,468 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 104,331 shares | $23,827,114 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 708,748 shares | $20,773,406 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 57,667 shares | $19,842,061 |
| AMAZON COM INC | COM | 023135106 | — | 64,116 shares | $15,974,501 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 15,167 shares | $13,807,127 |
| ISHARES TR | CALIF MUN BD ETF | 464288356 | — | 228,088 shares | $12,344,123 |
| VISA INC | COM CL A | 92826C839 | — | 34,056 shares | $12,237,342 |
| FORTINET INC | COM | 34959E109 | — | 67,309 shares | $12,032,157 |
| MICROSOFT CORP | COM | 594918104 | — | 23,275 shares | $11,937,748 |
| APPLIED INDL TECHNOLOGIES IN | COM | 03820C105 | — | 34,668 shares | $11,519,830 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 16,606 shares | $11,209,880 |
| ABBVIE INC | COM | 00287Y109 | — | 41,213 shares | $10,780,909 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 138,685 shares | $9,728,722 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | — | 81,022 shares | $9,541,961 |
| CINTAS CORP | COM | 172908105 | — | 47,576 shares | $9,280,175 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 131,347 shares | $9,274,412 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | — | 192,400 shares | $9,112,064 |
| AFLAC INC | COM | 001055102 | — | 80,029 shares | $8,945,642 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 25,942 shares | $8,582,392 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | — | 233,304 shares | $8,382,613 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 20,926 shares | $8,314,109 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 280,783 shares | $7,713,110 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 22,160 shares | $7,550,798 |
| RTX CORPORATION | COM | 75513E101 | — | 37,544 shares | $6,970,044 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 3,800 shares | $6,884,346 |
| DANAHER CORP DEL | COM | 235851102 | — | 30,897 shares | $6,845,230 |
| ECOLAB INC | COM | 278865100 | — | 24,178 shares | $6,638,795 |
| HOME DEPOT INC | COM | 437076102 | — | 22,927 shares | $6,522,502 |
| FASTENAL CO | COM | 311900104 | — | 131,321 shares | $6,504,329 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 169,336 shares | $5,508,500 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | — | 21,103 shares | $5,429,380 |
| CHUBB LIMITED | COM | H1467J104 | — | 16,181 shares | $5,262,870 |
| INTUIT | COM | 461202103 | — | 18,798 shares | $5,182,797 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | — | 153,711 shares | $5,015,590 |
| POWELL INDS INC | COM | 739128106 | — | 24,509 shares | $4,521,175 |
| PACKAGING CORP AMER | COM | 695156109 | — | 19,373 shares | $4,441,454 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 | — | 33,075 shares | $4,236,938 |
| MCDONALDS CORP | COM | 580135101 | — | 18,332 shares | $4,233,592 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 11,457 shares | $4,205,636 |
| AMERICAN TOWER CORP | COM | 03027X100 | — | 25,631 shares | $4,195,538 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 5,260 shares | $4,028,561 |
| CHURCH & DWIGHT CO INC | COM | 171340102 | — | 41,935 shares | $3,951,116 |
| WELLTOWER INC | COM | 95040Q104 | — | 16,257 shares | $3,743,012 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | — | 11,172 shares | $3,688,827 |
| BLACKROCK INC | COM | 09290D101 | — | 3,387 shares | $3,584,428 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 35,414 shares | $3,499,966 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | — | 67,976 shares | $3,345,779 |
| EMCOR GROUP INC | COM | 29084Q100 | — | 4,408 shares | $3,325,792 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 5,766 shares | $3,179,566 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | — | 33,579 shares | $3,009,656 |
| ISHARES TR | PFD AND INCM SEC | 464288687 | — | 95,115 shares | $2,805,893 |
| VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 922042866 | — | 24,045 shares | $2,784,708 |
| STRYKER CORPORATION | COM | 863667101 | — | 10,093 shares | $2,779,511 |
| ELI LILLY & CO | COM | 532457108 | — | 2,308 shares | $2,670,541 |
| SCHWAB STRATEGIC TR | MUN BD ETF | 808524649 | — | 108,450 shares | $2,620,152 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | — | 59,490 shares | $2,575,322 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 3,218 shares | $2,454,286 |
| PROGRESSIVE CORP | COM | 743315103 | — | 11,778 shares | $2,441,697 |
| META PLATFORMS INC | CL A | 30303M102 | — | 3,291 shares | $2,386,704 |
| MONOLITHIC PWR SYS INC | COM | 609839105 | — | 1,711 shares | $2,305,093 |
| ULTA BEAUTY INC | COM | 90384S303 | — | 4,197 shares | $2,292,275 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | — | 57,513 shares | $2,284,416 |
| WALMART INC | COM | 931142103 | — | 21,969 shares | $2,282,967 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | — | 60,457 shares | $2,238,108 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | — | 14,672 shares | $2,230,584 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | — | 25,527 shares | $2,215,718 |
| CISCO SYS INC | COM | 17275R102 | — | 19,491 shares | $2,097,805 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 4,149 shares | $2,065,995 |
| TRIMBLE INC | COM | 896239100 | — | 36,007 shares | $2,056,360 |
| VEEVA SYS INC | CL A COM | 922475108 | — | 7,141 shares | $2,038,398 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 33,997 shares | $2,016,362 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 26,453 shares | $2,003,550 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 18,589 shares | $1,879,348 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 4,539 shares | $1,845,694 |
| FISERV INC | COM | 337738108 | — | 39,526 shares | $1,785,785 |
| OTIS WORLDWIDE CORP | COM | 68902V107 | — | 26,884 shares | $1,729,179 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 5,900 shares | $1,561,966 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | — | 69,375 shares | $1,533,187 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 1,655 shares | $1,490,096 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 17,072 shares | $1,450,437 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 9,333 shares | $1,448,482 |
| SPDR SERIES TRUST | ST STR SP600SM C | 78464A300 | — | 14,000 shares | $1,430,100 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | — | 25,571 shares | $1,402,825 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | — | 12,299 shares | $1,390,525 |
| PEPSICO INC | COM | 713448108 | — | 10,434 shares | $1,322,196 |
| ISHARES TR | MORNINGSTR US EQ | 464287127 | — | 12,260 shares | $1,295,392 |
| FORTIVE CORP | COM | 34959J108 | — | 22,123 shares | $1,212,562 |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | — | 20,770 shares | $1,193,029 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 4,528 shares | $1,168,496 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 1,555 shares | $1,150,617 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | — | 50,092 shares | $1,104,028 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | — | 13,869 shares | $1,086,081 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | — | 9,454 shares | $1,034,079 |
| TRACTOR SUPPLY CO | COM | 892356106 | — | 32,384 shares | $1,013,295 |
| NETFLIX INC. | COM | 64110L106 | — | 14,557 shares | $1,012,876 |
| ISHARES TR | MRGSTR MD CP ETF | 464288208 | — | 10,200 shares | $963,696 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 1,357 shares | $950,831 |
| EMERSON ELEC CO | COM | 291011104 | — | 6,066 shares | $940,837 |