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Portfolio (Quarterly) Guide ↗

Liberty Capital Management, Inc.

· CIK 0001366838
13F Portfolio $582M AUM 184 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 184 New
Page 8 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AMAT APPLIED MATLS INC Technology 447.0 $323K 0.06% NEW $723.00 -31.9%
142 MMM 3M CO Industrials 1,986.0 $322K 0.06% NEW $161.91 +10.5%
143 SHYG ISHARES TR 7,562.0 $321K 0.06% NEW $42.41 -0.4%
144 VIG VANGUARD SPECIALIZED FUNDS 1,354.0 $320K 0.06% NEW $236.62 +3.1%
145 VXF VANGUARD INDEX FDS 1,292.0 $318K 0.06% NEW $246.21 -0.3%
146 SYY SYSCO CORP Consumer Defensive 3,765.0 $315K 0.05% NEW $83.58 +0.6%
147 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,058.0 $310K 0.05% NEW $293.18 +4.1%
148 TSLA TESLA INC Consumer Cyclical 723.0 $304K 0.05% NEW $420.60 -13.7%
149 CVX CHEVRON CORPORATION Energy 1,832.0 $304K 0.05% NEW $165.76 +23.8%
150 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 629.0 $300K 0.05% NEW $477.57 -12.3%
151 IEUR ISHARES TR 3,958.0 $298K 0.05% NEW $75.17 +4.3%
152 SUN SUNOCO LP/SUNOCO FIN CORP Energy 4,384.0 $296K 0.05% NEW $67.50 +12.4%
153 VCSH VANGUARD SCOTTSDALE FDS 3,719.0 $294K 0.05% NEW $79.03 -0.6%
154 DFAE DIMENSIONAL ETF TRUST 7,269.0 $292K 0.05% NEW $40.21 -1.8%
155 SBUX STARBUCKS CORP Consumer Cyclical 2,829.0 $289K 0.05% NEW $102.19 +4.8%
156 DIS DISNEY WALT CO Communication Services 2,890.0 $278K 0.05% NEW $96.25 +12.0%
157 VTV VANGUARD INDEX FDS 1,241.0 $270K 0.05% NEW $217.93 +3.9%
158 VBR VANGUARD INDEX FDS 1,112.0 $270K 0.05% NEW $242.97 +2.6%
159 TROW PRICE T ROWE GROUP INC Financial Services 2,329.0 $265K 0.05% NEW $113.69 -1.9%
160 ALL ALLSTATE CORP Financial Services 1,112.0 $265K 0.04% NEW $237.94 +6.7%
Page 8 of 10  ·  184 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.7%
Industrials 16.3%
Financial Services 14.9%
Healthcare 12.9%
Consumer Cyclical 10.7%
Communication Services 7.0%
Consumer Defensive 7.0%
Real Estate 2.1%
Basic Materials 1.8%
Utilities 1.0%