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Livermore
Livermore
ZHEN

Liberty Capital Management, Inc.

SEC CIK
0001366838
Latest filing
Jul 17, 2026

The latest 13F from Liberty Capital Management, Inc. covers Q2 2026 (filed Jul 17, 2026): 184 long positions worth $581.7M. The top 10 holdings make up 33.6% of the portfolio, and the largest is Vanguard Morningstar Total Stock Market ETF at 7.9%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

The five largest holdings this quarter.

Liberty Capital Management, Inc. did not file a 13F for Q1 2026, so this quarter cannot be compared with the previous one.

Compare with Q4 2025 instead

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Morningstar Total Stock Market ETF922908769
    7.9%$45.8M
  2. AAPLApple Inc.
    4.3%$24.8MHistory
  3. NVDANVIDIA Corp
    3.7%$21.5MHistory
  4. GOOGLAlphabet Inc.
    3.7%$21.4MHistory
  5. Schwab U.S. Broad Market ETF808524102
    3.0%$17.6M

Share of portfolio

Top 5 holdings and the other 179 positions, by share of portfolio value

  1. Vanguard Morningstar Total Stock Market ETF7.9%
  2. AAPL4.3%
  3. NVDA3.7%
  4. GOOGL3.7%
  5. Schwab U.S. Broad Market ETF3.0%
  6. Other 179 positions77.4%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$581.7M
No prior quarter to compare
Positions
184
No prior quarter to compare
Top 10 concentration
33.6%
Top 10 as share of value
Turnover
–
No prior quarter to compare
Average holding period
1.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

21 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $581.7M (Q2 2026)

Q1 2021: $289.7MQ2 2021: $328.9MQ3 2021: $339.4MQ4 2021: $370.6MQ1 2022: $342.3MQ2 2022: $281.1MQ3 2022: $267.2MQ4 2022: $288.4MQ1 2023: $304.0MQ2 2023: $333.5MQ3 2023: $338.6MQ4 2023: $381.1MQ1 2024: $405.7MQ2 2024: $421.6MQ3 2024: $452.0MQ4 2024: $450.7MQ1 2025: $449.2MQ2 2025: $495.6MQ3 2025: $531.3MQ4 2025: $537.0MQ2 2026: $581.7M
Q1 2021Q2 2026
13F filings of Liberty Capital Management, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 17, 2026184$581.7MVanguard Morningstar Total Stock Market ETFAAPLNVDA–SEC
Q4 2025Jan 26, 2026180$537.0MVanguard Morningstar Total Stock Market ETFAAPLNVDAvs. Q3 2025SEC
Q3 2025Nov 6, 2025177$531.3MVanguard Morningstar Total Stock Market ETFAAPLNVDAvs. Q2 2025SEC
Q2 2025Jul 18, 2025174$495.6MVanguard Morningstar Total Stock Market ETFAAPLNVDAvs. Q1 2025SEC
Q1 2025Apr 16, 2025161$449.2MVanguard Morningstar Total Stock Market ETFAAPLCOSTvs. Q4 2024SEC
Q4 2024Jan 28, 2025159$450.7MVanguard Morningstar Total Stock Market ETFAAPLNVDAvs. Q3 2024SEC
Q3 2024Oct 22, 2024160$452.0MVanguard Morningstar Total Stock Market ETFAAPLCOSTvs. Q2 2024SEC
Q2 2024Jul 29, 2024157$421.6MVanguard Morningstar Total Stock Market ETFAAPLNVDAvs. Q1 2024SEC
Q1 2024Apr 11, 2024154$405.7MVanguard Morningstar Total Stock Market ETFAAPLINTUvs. Q4 2023SEC
Q4 2023Jan 24, 2024155$381.1MVanguard Morningstar Total Stock Market ETFAAPLINTUvs. Q3 2023SEC
Q3 2023Oct 18, 2023145$338.6MVanguard Morningstar Total Stock Market ETFAAPLINTUvs. Q2 2023SEC
Q2 2023Jul 25, 2023145$333.5MAAPLVanguard Morningstar Total Stock Market ETFINTUvs. Q1 2023SEC
Q1 2023Apr 11, 2023133$304.0MAAPLVanguard Morningstar Total Stock Market ETFINTUvs. Q4 2022SEC
Q4 2022Jan 23, 2023141$288.4MAAPLVanguard Morningstar Total Stock Market ETFTMOvs. Q3 2022SEC
Q3 2022Nov 9, 2022Amended130$267.2MAAPLVanguard Morningstar Total Stock Market ETFDHRvs. Q2 2022SEC
Q2 2022Jul 25, 2022133$281.1MAAPLVanguard Morningstar Total Stock Market ETFTMOvs. Q1 2022SEC
Q1 2022May 4, 2022142$342.3MAAPLVanguard Morningstar Total Stock Market ETFINTUvs. Q4 2021SEC
Q4 2021Feb 14, 2022135$370.6MAAPLINTUVanguard Morningstar Total Stock Market ETFvs. Q3 2021SEC
Q3 2021Oct 22, 2021126$339.4MAAPLVanguard Morningstar Total Stock Market ETFINTUvs. Q2 2021SEC
Q2 2021Jul 16, 2021126$328.9MAAPLVanguard Morningstar Total Stock Market ETFINTUvs. Q1 2021SEC
Q1 2021Apr 19, 2021123$289.7MAAPLVanguard Morningstar Total Stock Market ETFAMZN–SEC