Fund HoldingsLiberty Capital Management, Inc.

Total Portfolio Value
$581.75M
Total Bought
$581.75M
Total Sold
$0
Net Transaction
+$581.75M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
VANGUARD INDEX FDS0123,891+123,891045,8447.88%+45,844
APPLE INC(AAPL)085,831+85,831024,8364.27%+24,836
NVIDIA CORPORATION(NVDA)0107,620+107,620021,5343.70%+21,534
ALPHABET INC(GOOG)059,880+59,880021,3993.68%+21,399
SCHWAB STRATEGIC TR0608,084+608,084017,6103.03%+17,610
AMAZON COM INC(AMZN)065,376+65,376015,5822.68%+15,582
COSTCO WHOLESALE CORPORATION(COST)015,603+15,603014,5962.51%+14,596
VISA INC(V)034,701+34,701011,9062.05%+11,906
APPLIED INDL TECHNOLOGIES IN(AIT)034,668+34,668011,7232.02%+11,723
FORTINET INC(FTNT)069,804+69,804010,7231.84%+10,723
ABBVIE INC(ABBV)042,332+42,332010,6521.83%+10,652
VANGUARD BD INDEX FDS0143,104+143,104010,5051.81%+10,505
AMERICAN CENTY ETF TR079,918+79,91809,9711.71%+9,971
AFLAC INC(AFL)082,110+82,11009,6271.65%+9,627
VANGUARD TAX-MANAGED FDS0130,657+130,65709,3091.60%+9,309
MICROSOFT CORP(MSFT)024,235+24,23509,0401.55%+9,040
JPMORGAN CHASE & CO(JPM)027,048+27,04808,8541.52%+8,854
ISHARES TR079,475+79,47508,5531.47%+8,553
THERMO FISHER SCIENTIFIC INC(TMO)017,002+17,00208,5241.47%+8,524
HOME DEPOT INC(HD)023,796+23,79608,3921.44%+8,392
CINTAS CORP(CTAS)048,567+48,56708,2601.42%+8,260
ALPHABET INC(GOOG)022,653+22,65308,0041.38%+8,004
ASML HLDG NV
N Y REGISTRY SHS
04,005+4,00507,9681.37%+7,968
SCHWAB STRATEGIC TR0235,164+235,16407,9581.37%+7,958
SCHWAB STRATEGIC TR0272,856+272,85607,5581.30%+7,558
RTX CORPORATION(RTX)039,103+39,10307,4191.28%+7,419
PALO ALTO NETWORKS INC(PANW)021,448+21,44807,3141.26%+7,314
POWELL INDS INC(POWL)025,136+25,13607,1981.24%+7,198
ECOLAB INC(ECL)023,194+23,19406,4621.11%+6,462
FASTENAL CO(FAST)0127,848+127,84806,1411.06%+6,141
DANAHER CORP DEL(DHR)031,927+31,92706,0811.05%+6,081
ILLINOIS TOOL WKS INC(ITW)022,111+22,11105,9801.03%+5,980
CHUBB LIMITED
COM
016,672+16,67205,6810.98%+5,681
SCHWAB STRATEGIC TR0153,367+153,36705,5410.95%+5,541
INTUIT(INTU)021,109+21,10905,5090.95%+5,509
MCDONALDS CORP(MCD)019,868+19,86805,3710.92%+5,371
SCHWAB STRATEGIC TR0168,419+168,41905,3410.92%+5,341
UNITEDHEALTH GROUP INC(UNH)012,336+12,33605,1270.88%+5,127
PACKAGING CORP AMER(PKG)019,800+19,80004,7180.81%+4,718
ISHARES TR033,073+33,07304,5200.78%+4,520
VANGUARD MUN BD FDS084,993+84,99304,2990.74%+4,299
STRYKER CORPORATION(SYK)013,523+13,52304,2570.73%+4,257
CHURCH & DWIGHT CO INC(CHD)042,760+42,76004,1430.71%+4,143
CADENCE DESIGN SYSTEM INC(CDNS)010,666+10,66604,0030.69%+4,003
AMERICAN TOWER CORP(AMT)024,414+24,41403,9930.69%+3,993
ISHARES TR05,260+5,26003,9390.68%+3,939
WELLTOWER INC(WELL)016,257+16,25703,6900.63%+3,690
EMCOR GROUP INC(EME)04,434+4,43403,6800.63%+3,680
BLACKROCK INC(BLK)03,552+3,55203,4150.59%+3,415
VANGUARD MALVERN FDS064,073+64,07303,2180.55%+3,218
VANGUARD INDEX FDS033,360+33,36003,2170.55%+3,217
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
072,322+72,32203,2080.55%+3,208
ABBOTT LABORATORIES034,602+34,60203,1400.54%+3,140
ISHARES TR097,748+97,74802,9800.51%+2,980
ELI LILLY & CO(LLY)02,308+2,30802,7680.48%+2,768
VANGUARD INTL EQUITY INDEX F023,886+23,88602,7630.48%+2,763
PROGRESSIVE CORP(PGR)011,837+11,83702,5860.44%+2,586
OTIS WORLDWIDE CORP(OTIS)036,007+36,00702,5780.44%+2,578
WALMART INC(WMT)022,102+22,10202,5030.43%+2,503
MASTERCARD INCORPORATED(MA)04,868+4,86802,5000.43%+2,500
STATE STR SPDR S&P 500 ETF T(SPY)03,218+3,21802,4030.41%+2,403
MONOLITHIC PWR SYS INC(MPWR)01,680+1,68002,3220.40%+2,322
NEXTERA ENERGY INC(NEE)026,453+26,45302,3220.40%+2,322
CISCO SYS INC(CSCO)019,491+19,49102,2890.39%+2,289
DIMENSIONAL ETF TRUST
EMERGING MKTS CO
056,315+56,31502,2890.39%+2,289
META PLATFORMS INC(META)03,988+3,98802,2460.39%+2,246
DIMENSIONAL ETF TRUST
WORLD EX US CORE
060,457+60,45702,2270.38%+2,227
DIMENSIONAL ETF TRUST
INTL SMALL CAP V
055,398+55,39802,2230.38%+2,223
VANGUARD INTL EQUITY INDEX F025,022+25,02202,2150.38%+2,215
TRIMBLE INC(TRMB)041,865+41,86502,1430.37%+2,143
FISERV INC(FISV)042,849+42,84902,1020.36%+2,102
BERKSHIRE HATHAWAY INC DEL04,153+4,15302,0780.36%+2,078
VEEVA SYS INC(VEEV)011,148+11,14801,9780.34%+1,978
ULTA BEAUTY INC(ULTA)04,375+4,37501,9730.34%+1,973
CARRIER GLOBAL CORPORATION(CARR)026,874+26,87401,9710.34%+1,971
VANGUARD INTL EQUITY INDEX F032,901+32,90101,9640.34%+1,964
CONSTELLATION BRANDS INC(STZ)013,226+13,22601,8400.32%+1,840
INTERCONTINENTAL EXCHANGE IN(ICE)014,930+14,93001,8380.32%+1,838
GOLDMAN SACHS GROUP INC(GS)01,615+1,61501,6330.28%+1,633
INTUITIVE SURGICAL INC04,052+4,05201,6110.28%+1,611
JOHNSON & JOHNSON(JNJ)06,148+6,14801,5610.27%+1,561
SPDR SERIES TRUST
ST STR SP600SM C
014,000+14,00001,5280.26%+1,528
VANGUARD WHITEHALL FDS09,333+9,33301,4750.25%+1,475
PEPSICO INC(PEP)010,507+10,50701,4230.24%+1,423
FORTIVE CORP(FTV)022,593+22,59301,3800.24%+1,380
VANGUARD STAR FDS015,053+15,05301,2870.22%+1,287
ISHARES TR012,260+12,26001,2710.22%+1,271
NETFLIX INC.(NFLX)017,004+17,00401,2140.21%+1,214
SCHWAB STRATEGIC TR049,047+49,04701,1610.20%+1,161
AUTOMATIC DATA PROCESSING IN05,123+5,12301,1470.20%+1,147
INVESCO QQQ TR01,555+1,55501,1450.20%+1,145
TRACTOR SUPPLY CO(TSCO)033,297+33,29701,0530.18%+1,053
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
012,327+12,32701,0190.18%+1,019
ISHARES TR010,200+10,20009850.17%+985
LOWES COS INC(LOW)04,442+4,44209790.17%+979
AMERICAN CENTY ETF TR09,486+9,48609780.17%+978
VANGUARD INDEX FDS01,358+1,35809320.16%+932
ISHARES TR07,332+7,33209100.16%+910
VANGUARD INTL EQUITY INDEX F05,785+5,78508930.15%+893
EMERSON ELEC CO(EMR)06,176+6,17608840.15%+884
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