Liberty Capital Management, Inc.

Q3 2026 13F-HR Holdings

Location
Birmingham, MI
Holdings as of
9/30/2026
Date filed
11/2/2026
Form type
13F-HR
Num holdings
180
Total value ($000)
$591,072
Net value change ($000)
+9,325 (1.6%)
New positions
5
Sold out positions
10
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CMF 12,344 NEW
VTEB 4,813 112.0%
SCHB 3,163 18.0%
MSFT 2,898 32.1%
TMO 2,686 31.5%
SCMB 2,620 NEW
NVDA 2,293 10.6%
AAPL 2,214 8.9%
FTNT 1,309 12.2%
CTAS 1,020 12.3%
Top Reduces (Value $000, Stocks/ETFs)
MUB -6,674 -78.0%
DFAC -3,208 -100.0%
POWL -2,677 -37.2%
HD -1,869 -22.3%
GOOGL -1,557 -7.3%
SYK -1,477 -34.7%
MCD -1,137 -21.2%
ASML -1,084 -13.6%
UNH -921 -18.0%
OTIS -849 -32.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type