Fund Holdings

Liberty Capital Management, Inc.

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
VANGUARD INDEX FDS0123,891+123,891045,844,4957.88%+45,844,495
APPLE INC(AAPL)085,831+85,831024,835,9464.27%+24,835,946
NVIDIA CORPORATION(NVDA)0107,620+107,620021,533,6863.70%+21,533,686
ALPHABET INC(GOOG)059,880+59,880021,399,3163.68%+21,399,316
SCHWAB STRATEGIC TR0608,084+608,084017,610,1153.03%+17,610,115
AMAZON COM INC(AMZN)065,376+65,376015,581,7162.68%+15,581,716
COSTCO WHOLESALE CORPORATION(COST)015,603+15,603014,596,1382.51%+14,596,138
VISA INC(V)034,701+34,701011,905,5662.05%+11,905,566
APPLIED INDL TECHNOLOGIES IN(AIT)034,668+34,668011,722,9842.02%+11,722,984
FORTINET INC(FTNT)069,804+69,804010,723,2901.84%+10,723,290
ABBVIE INC(ABBV)042,332+42,332010,652,4241.83%+10,652,424
VANGUARD BD INDEX FDS0143,104+143,104010,505,2341.81%+10,505,234
AMERICAN CENTY ETF TR079,918+79,91809,970,5701.71%+9,970,570
AFLAC INC(AFL)082,110+82,11009,627,3981.65%+9,627,398
VANGUARD TAX-MANAGED FDS0130,657+130,65709,309,3111.60%+9,309,311
MICROSOFT CORP(MSFT)024,235+24,23509,040,1401.55%+9,040,140
JPMORGAN CHASE & CO(JPM)027,048+27,04808,853,6221.52%+8,853,622
ISHARES TR079,475+79,47508,553,1001.47%+8,553,100
THERMO FISHER SCIENTIFIC INC(TMO)017,002+17,00208,524,1231.47%+8,524,123
HOME DEPOT INC(HD)023,796+23,79608,392,3731.44%+8,392,373
CINTAS CORP(CTAS)048,567+48,56708,260,2751.42%+8,260,275
ALPHABET INC(GOOG)022,653+22,65308,003,9841.38%+8,003,984
ASML HLDG NV04,005+4,00507,967,7071.37%+7,967,707
SCHWAB STRATEGIC TR0235,164+235,16407,957,9501.37%+7,957,950
SCHWAB STRATEGIC TR0272,856+272,85607,558,1121.30%+7,558,112
RTX CORPORATION(RTX)039,103+39,10307,419,0121.28%+7,419,012
PALO ALTO NETWORKS INC(PANW)021,448+21,44807,314,1971.26%+7,314,197
POWELL INDS INC(POWL)025,136+25,13607,197,9451.24%+7,197,945
ECOLAB INC(ECL)023,194+23,19406,462,0801.11%+6,462,080
FASTENAL CO(FAST)0127,848+127,84806,140,5391.06%+6,140,539
DANAHER CORP DEL(DHR)031,927+31,92706,081,4551.05%+6,081,455
ILLINOIS TOOL WKS INC(ITW)022,111+22,11105,980,3621.03%+5,980,362
CHUBB LIMITED016,672+16,67205,680,8170.98%+5,680,817
SCHWAB STRATEGIC TR0153,367+153,36705,541,1500.95%+5,541,150
INTUIT(INTU)021,109+21,10905,509,4490.95%+5,509,449
MCDONALDS CORP(MCD)019,868+19,86805,370,5190.92%+5,370,519
SCHWAB STRATEGIC TR0168,419+168,41905,340,5660.92%+5,340,566
UNITEDHEALTH GROUP INC(UNH)012,336+12,33605,127,2120.88%+5,127,212
PACKAGING CORP AMER(PKG)019,800+19,80004,717,9440.81%+4,717,944
ISHARES TR033,073+33,07304,520,4500.78%+4,520,450
VANGUARD MUN BD FDS084,993+84,99304,298,9460.74%+4,298,946
STRYKER CORPORATION(SYK)013,523+13,52304,257,4760.73%+4,257,476
CHURCH & DWIGHT CO INC(CHD)042,760+42,76004,142,5890.71%+4,142,589
CADENCE DESIGN SYSTEM INC(CDNS)010,666+10,66604,003,1630.69%+4,003,163
AMERICAN TOWER CORP(AMT)024,414+24,41403,993,3980.69%+3,993,398
ISHARES TR05,260+5,26003,939,3470.68%+3,939,347
WELLTOWER INC(WELL)016,257+16,25703,689,8510.63%+3,689,851
EMCOR GROUP INC(EME)04,434+4,43403,679,6880.63%+3,679,688
BLACKROCK INC(BLK)03,552+3,55203,415,4610.59%+3,415,461
VANGUARD MALVERN FDS064,073+64,07303,218,3870.55%+3,218,387
VANGUARD INDEX FDS033,360+33,36003,216,8730.55%+3,216,873
DIMENSIONAL ETF TRUST072,322+72,32203,208,2200.55%+3,208,220
ABBOTT LABORATORIES034,602+34,60203,139,7850.54%+3,139,785
ISHARES TR097,748+97,74802,980,3370.51%+2,980,337
ELI LILLY & CO(LLY)02,308+2,30802,768,2840.48%+2,768,284
VANGUARD INTL EQUITY INDEX F023,886+23,88602,763,4280.48%+2,763,428
PROGRESSIVE CORP(PGR)011,837+11,83702,585,7930.44%+2,585,793
OTIS WORLDWIDE CORP(OTIS)036,007+36,00702,578,1010.44%+2,578,101
WALMART INC(WMT)022,102+22,10202,503,2160.43%+2,503,216
MASTERCARD INCORPORATED(MA)04,868+4,86802,500,0100.43%+2,500,010
STATE STR SPDR S&P 500 ETF T(SPY)03,218+3,21802,403,0700.41%+2,403,070
MONOLITHIC PWR SYS INC(MPWR)01,680+1,68002,322,3650.40%+2,322,365
NEXTERA ENERGY INC(NEE)026,453+26,45302,321,7800.40%+2,321,780
CISCO SYS INC(CSCO)019,491+19,49102,289,4000.39%+2,289,400
DIMENSIONAL ETF TRUST056,315+56,31502,288,6420.39%+2,288,642
META PLATFORMS INC(META)03,988+3,98802,246,4990.39%+2,246,499
DIMENSIONAL ETF TRUST060,457+60,45702,227,2260.38%+2,227,226
DIMENSIONAL ETF TRUST055,398+55,39802,223,1220.38%+2,223,122
VANGUARD INTL EQUITY INDEX F025,022+25,02202,215,4220.38%+2,215,422
TRIMBLE INC(TRMB)041,865+41,86502,142,6510.37%+2,142,651
FISERV INC(FISV)042,849+42,84902,101,7430.36%+2,101,743
BERKSHIRE HATHAWAY INC DEL04,153+4,15302,078,1200.36%+2,078,120
VEEVA SYS INC(VEEV)011,148+11,14801,978,4360.34%+1,978,436
ULTA BEAUTY INC(ULTA)04,375+4,37501,973,0380.34%+1,973,038
CARRIER GLOBAL CORPORATION(CARR)026,874+26,87401,971,2080.34%+1,971,208
VANGUARD INTL EQUITY INDEX F032,901+32,90101,963,8610.34%+1,963,861
CONSTELLATION BRANDS INC(STZ)013,226+13,22601,839,6040.32%+1,839,604
INTERCONTINENTAL EXCHANGE IN(ICE)014,930+14,93001,838,0320.32%+1,838,032
GOLDMAN SACHS GROUP INC(GS)01,615+1,61501,633,3630.28%+1,633,363
INTUITIVE SURGICAL INC04,052+4,05201,611,3990.28%+1,611,399
JOHNSON & JOHNSON(JNJ)06,148+6,14801,561,4080.27%+1,561,408
SPDR SERIES TRUST014,000+14,00001,527,5400.26%+1,527,540
VANGUARD WHITEHALL FDS09,333+9,33301,474,8940.25%+1,474,894
PEPSICO INC(PEP)010,507+10,50701,422,6480.24%+1,422,648
FORTIVE CORP(FTV)022,593+22,59301,380,2060.24%+1,380,206
VANGUARD STAR FDS015,053+15,05301,286,8810.22%+1,286,881
ISHARES TR012,260+12,26001,270,7490.22%+1,270,749
NETFLIX INC.(NFLX)017,004+17,00401,214,0860.21%+1,214,086
SCHWAB STRATEGIC TR049,047+49,04701,161,4330.20%+1,161,433
AUTOMATIC DATA PROCESSING IN05,123+5,12301,147,2960.20%+1,147,296
INVESCO QQQ TR01,555+1,55501,145,3390.20%+1,145,339
TRACTOR SUPPLY CO(TSCO)033,297+33,29701,052,5180.18%+1,052,518
VANGUARD SCOTTSDALE FDS012,327+12,32701,018,8270.18%+1,018,827
ISHARES TR010,200+10,2000984,9120.17%+984,912
LOWES COS INC(LOW)04,442+4,4420979,4170.17%+979,417
AMERICAN CENTY ETF TR09,486+9,4860977,5320.17%+977,532
VANGUARD INDEX FDS01,358+1,3580932,4570.16%+932,457
ISHARES TR07,332+7,3320910,4140.16%+910,414
VANGUARD INTL EQUITY INDEX F05,785+5,7850892,5680.15%+892,568
EMERSON ELEC CO(EMR)06,176+6,1760884,0940.15%+884,094
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