Liberty Capital Management, Inc.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 29, 2024), Liberty Capital Management, Inc. reported 157 stock positions worth $421.6 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 7.1% of the portfolio, followed by Apple (AAPL, 4.7%) and Nvidia (NVDA, 3.3%). Compared with Q1 2024, it opened 5 new positions, sold out of 2, added to 75 and reduced 38. The biggest buy was Apple (AAPL, shares +1%) and the biggest sale Home Depot (HD, shares −0%).

Most Recent 13F
Q2 2026
Location
BIRMINGHAM, MI
CIK
0001366838
Portfolio Value
$421.6M (Q2 2024)
SEC Filing
0001085146-24-003303 ↗ filed Jul 29, 2024

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $405.7M Q1 2024 Q2 2024: $421.6M $421.6M Q2 2024 Q3 2024: $452.0M Q3 2024 Q4 2024: $450.7M Q4 2024 Q1 2025: $449.2M Q1 2025 Q2 2025: $495.6M Q2 2025 Q3 2025: $531.3M Q3 2025 Q4 2025: $537.0M Q4 2025 Q2 2026: $581.7M Q2 2026

Holdings 157 stocks · $421.6M
VTI VG Morningstar TS MKT ETF-US 7.11% 112,033 $30.0M Add +4.5%
AAPL Apple Inc. 4.73% 94,727 $20.0M Add +0.8%
NVDA Nvidia Corp. 3.30% 112,591 $13.9M Reduce -13.9%
COST Costco Wholesale Corp. 3.26% 16,190 $13.8M Reduce -0.7%
INTU Intuit Inc. 3.24% 20,815 $13.7M Reduce -0.2%
AMZN Amazon.com Inc. 2.88% 62,817 $12.1M Add +0.5%
MSFT Microsoft Corp. 2.76% 26,012 $11.6M Add +2.1%
GOOGL Alphabet Inc. Class A 2.63% 60,934 $11.1M Reduce -0.2%
TMO Thermo Fisher Scientific Inc. 2.18% 16,618 $9.2M Reduce -0.1%
V Visa Inc. Class A 2.16% 34,748 $9.1M Reduce -0.6%
CTAS Cintas Corp. 2.06% 12,396 $8.7M Reduce -0.9%
DHR Danaher Corp. 2.02% 34,003 $8.5M Add +0.8%
SCHB Schwab US Broad Market ETF 1.93% 129,463 $8.1M Add +13.5%
FISV Fiserv Inc. 1.84% 52,034 $7.8M Reduce -0.7%
HD Home Depot Inc. 1.84% 22,499 $7.7M Reduce -0.3%
AFL Aflac Inc. 1.73% 81,809 $7.3M Add +1.3%
UNH Unitedhealth Group Inc. 1.69% 13,999 $7.1M Add +0.8%
ABBV Abbvie Inc. 1.59% 39,164 $6.7M Add +4.8%
VEA Vanguard Ftse Developed ETF 1.47% 125,226 $6.2M Add +14.4%
STZ Constellation Brands Inc. Class A 1.35% 22,151 $5.7M Reduce -0.1%
ITW Illinois Tool Works 1.27% 22,572 $5.3M Add +0.8%
VTEB Vanguard Tax-Exempt Bond ETF 1.26% 105,606 $5.3M Reduce -2.9%
BND Vanguard Total Bond Market 1.25% 73,222 $5.3M Add +11.9%
JPM JPMorgan Chase & Co. 1.24% 25,773 $5.2M Add +1.3%
ECL Ecolab Inc. 1.23% 21,848 $5.2M Reduce -0.4%
CHD Church & Dwight Co. Inc. 1.13% 45,810 $4.7M Reduce -0.8%
GOOG Alphabet Inc. Class C 1.10% 25,186 $4.6M Reduce -0.9%
MCD McDonald's Corp. 1.09% 18,109 $4.6M Add +3.8%
ABT Abbott Laboratories 1.07% 43,609 $4.5M Add +7.1%
SCHG Schwab US Large-Cap Growth 1.06% 44,335 $4.5M Add +3.0%
AMT American Tower Corp. 1.04% 22,525 $4.4M Add +2.9%
CB Chubb Ltd. 1.02% 16,782 $4.3M Add +0.6%
FTNT Fortinet Inc. 0.97% 67,563 $4.1M Add +2.5%
AVUV Avantis US Small Cap Value 0.95% 44,559 $4.0M Add +21.6%
FAST Fastenal Co. 0.92% 61,540 $3.9M Reduce -0.7%
SYK Stryker Corp. 0.91% 11,242 $3.8M Add +6.6%
PKG Packaging Corp. of America 0.86% 19,971 $3.6M Reduce -0.7%
PFF iShares Preferred & Income S 0.86% 114,423 $3.6M Reduce -8.6%
ULTA Ulta Beauty Inc. 0.84% 9,207 $3.6M Add +0.7%
RTX RTX Corp. 0.81% 34,030 $3.4M Add +7.0%
ADBE Adobe Inc. 0.73% 5,559 $3.1M Add +10.1%
FTV Fortive Corp. 0.73% 41,335 $3.1M Add +10.0%
SCHF Schwab Intl Equity ETF 0.71% 77,681 $3.0M Add +29.9%
IJS iShares S&P Small-Cap 600 Va 0.70% 30,527 $3.0M No change
IVV iShares Core S&P 500 ETF 0.68% 5,246 $2.9M Add +16.7%
TSCO Tractor Supply Company 0.66% 10,308 $2.8M Add +5.2%
ASML ASML Holding NV-NY Reg SHS 0.66% 2,719 $2.8M Add +9.3%
CDNS Cadence Design SYS Inc. 0.62% 8,469 $2.6M Add +1.9%
OTIS Otis Worldwide Corp. 0.61% 26,684 $2.6M Add +8.6%
PGR Progressive Corp. 0.59% 12,071 $2.5M No change
VNQ Vanguard Real Estate ETF 0.59% 29,893 $2.5M Reduce -19.3%
PEP Pepsico Inc. 0.57% 14,448 $2.4M Add +1.9%
DFAC Dimensional US Core Equity 2 0.55% 72,322 $2.3M No change
PANW Palo Alto Networks Inc. 0.54% 6,724 $2.3M Add +22.7%
DFNM Dimensional National Muni BD 0.52% 45,661 $2.2M Reduce -3.2%
SCHA Schwab US Small-Cap ETF 0.51% 45,602 $2.2M Add +3.9%
VTIP Vanguard Short-Term Tips 0.49% 42,560 $2.1M Add +1.2%
ICE Intercontinental Exchange Inc. 0.49% 14,999 $2.1M Reduce -0.5%
NEE Nextera Energy Inc. 0.46% 27,518 $1.9M Add +3.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.45% 3,501 $1.9M Add +30.9%
SCHD Schwab US DVD Equity ETF 0.45% 24,468 $1.9M Add +2.9%
MUB iShares National Muni Bond E 0.44% 17,362 $1.8M No change
LLY Eli Lilly & Co. 0.44% 2,035 $1.8M Reduce -12.8%
BLK BlackRock Finance Inc. 0.43% 2,321 $1.8M Add +3.7%
CARR Carrier Global Corp. 0.41% 27,575 $1.7M Add +18.9%
MA Mastercard Inc. Class A 0.41% 3,912 $1.7M No change
WELL Welltower Inc. 0.40% 16,179 $1.7M Reduce -1.4%
VPL Vanguard Ftse Pacific ETF 0.37% 21,260 $1.6M Add +1.9%
BRK.B Berkshire Hathaway Inc. Class B 0.37% 3,808 $1.5M Add +4.1%
DFAX Dimensional World Ex US Core 0.36% 60,457 $1.5M No change
CTSH Cognizant Tech Solutions-A 0.36% 22,145 $1.5M Reduce -0.6%
VGK Vanguard Ftse Europe ETF 0.35% 22,320 $1.5M Add +1.5%
VWO Vanguard Ftse Emerging Marke 0.34% 33,102 $1.4M Add +41.1%
WMT Walmart Inc. 0.34% 21,372 $1.4M Add +1.9%
TRMB Trimble Inc. 0.32% 23,971 $1.3M Add +27.5%
DFSV Dimensional US Small Cap Val 0.31% 45,612 $1.3M No change
ADP Automatic Data Processing 0.29% 5,193 $1.2M Add +1.0%
DFEM Dimensional Emrg MRKT Core 0.27% 41,950 $1.1M Add +2.3%
SLYV SS SPDR S&P 600 SC Val ETF 0.26% 14,000 $1.1M No change
VEEV Veeva Systems Inc. Class A 0.25% 5,840 $1.1M Add +18.0%
DISV Dimensional International SM 0.25% 39,042 $1.1M Add +66.2%
ACN Accenture PLC Class A 0.24% 3,342 $1.0M Add +31.2%
LOW Lowe's Cos Inc. 0.23% 4,364 $962K Add +13.7%
ILCB iShares Morningstar U.S. Equ 0.22% 12,260 $922K No change
JNJ Johnson & Johnson 0.22% 6,247 $913K Add +12.1%
VZ Verizon Communications Inc. 0.21% 21,960 $906K Reduce -0.7%
ISRG Intuitive Surgical Inc. 0.21% 1,990 $885K Add +19.5%
VYM Vanguard High DVD Yield ETF 0.21% 7,359 $873K No change
CSCO Cisco Systems Inc. 0.20% 17,895 $850K Add +8.3%
VXUS Vanguard Total Intl Stock 0.19% 13,479 $813K Reduce -42.1%
MMS Maximus Inc. 0.18% 8,856 $759K No change
QQQ Invesco QQQ Trust Series 1 0.17% 1,492 $715K Add +88.4%
IMCB iShares Morningstar Mid-Cap 0.17% 10,200 $715K No change
GS Goldman Sachs Group Inc. 0.17% 1,561 $706K Add +8.4%
PG The Procter & Gamble Co. 0.17% 4,258 $702K Add +12.5%
EMR Emerson Electric Co. 0.16% 5,973 $658K Add +6.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.15% 6,336 $629K Reduce -7.3%
MRK Merck & Co. Inc. 0.14% 4,932 $611K Add +14.9%
META Meta Platforms Inc. Class A 0.14% 1,203 $607K Reduce -0.6%
VCIT Vanguard Int-Term Corporate 0.14% 7,428 $594K Add +6.0%
VSS Vanguard Ftse All Wo X-US SC 0.14% 5,037 $592K Reduce -2.0%
EPD Enterprise Products Partners 0.14% 20,054 $581K No change
SCHZ Schwab US Aggregate Bond ETF 0.14% 12,570 $573K Reduce -35.9%
BUI Blckrck Util Infra & PWR Opp filed as BLACKROCK UTILS INFRASTRUCTU 0.13% 25,480 $564K No change
SCHH Schwab US REIT ETF 0.13% 28,178 $563K Add +5.4%
IWF iShares Russell 1000 Growth 0.13% 1,516 $553K Reduce -0.6%
TEX Terex Corp. 0.13% 9,962 $546K No change
DFAT Dimensional US Target Value 0.13% 10,305 $535K No change
AEP American Electric Power 0.12% 5,700 $500K Reduce -1.7%
IT Gartner Inc. 0.12% 1,080 $485K No change
UPS United Parcel Service Class B 0.11% 3,535 $484K No change
IWP iShares Russell Mid-Cap Grow 0.11% 4,299 $474K No change
EW Edwards Lifesciences Corp. 0.11% 5,040 $466K No change
LMT Lockheed Martin Corp. 0.11% 984 $460K Add +4.0%
PAA Plains All Amer Pipeline LP 0.10% 24,400 $436K No change
DFUV Dimensional US Marketwide Va 0.10% 10,742 $422K No change
TQQQ Proshares Ultrapro QQQ 0.09% 5,364 $396K Reduce -22.3%
PSX Phillips 66 0.09% 2,618 $370K Add +13.7%
IJT iShares S&P Small-Cap 600 GR 0.09% 2,831 $364K Add +0.0%
MCHP Microchip Technology Inc. 0.09% 3,962 $363K No change
BKNG Booking Holdings Inc. 0.08% 90 $357K Reduce -1.1%
VGT Vanguard Info Tech ETF 0.08% 605 $349K Add +0.8%
PPG PPG Industries Inc. 0.08% 2,746 $346K Add +6.4%
MPWR Monolithic Power Systems Inc. 0.08% 415 $341K New
VIG Vanguard Dividend Apprec ETF 0.08% 1,834 $335K No change
CVX Chevron Corp. 0.08% 2,059 $322K Add +20.9%
COP Conocophillips 0.07% 2,712 $310K No change
APD Air Products & Chemicals Inc. 0.07% 1,194 $308K Add +14.3%
XOM Exxon Mobil Corp. 0.07% 2,655 $306K Reduce -5.7%
INTC Intel Corp. 0.07% 9,719 $301K Reduce -32.8%
SYY Sysco Corp. 0.07% 3,928 $280K Add +3.1%
KO The Coca-Cola Co. 0.07% 4,319 $275K Add +3.7%
NTRS Northern Trust Corp. 0.06% 3,224 $271K No change
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.06% 2,329 $269K No change
SCHP Schwab U.S. Tips ETF 0.06% 5,156 $268K Add +3.3%
DFAU Dimensional US Core Equity M 0.06% 6,744 $253K No change
VCSH Vanguard S/T Corp. Bond ETF 0.06% 3,255 $252K Add +6.3%
TRV The Travelers Cos Inc. 0.06% 1,230 $250K No change
SUN Sunoco LP 0.06% 4,384 $248K New
VLTO Veralto Corp. 0.06% 2,552 $244K Reduce -2.8%
IEUR iShares Core MSCI Europe ETF 0.06% 4,178 $238K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.06% 1,282 $234K New
F Ford Motor Co. filed as FORD MTR CO DEL 0.05% 18,368 $230K No change
USB US Bancorp 0.05% 5,790 $230K Reduce -18.3%
NSC Norfolk Southern Corp. 0.05% 1,069 $230K Add +23.6%
TSLA Tesla Inc. 0.05% 1,128 $223K New
SCHM Schwab US Mid Cap ETF 0.05% 2,800 $218K No change
PFE Pfizer Inc. 0.05% 7,729 $216K Add +7.2%
LSTR Landstar System Inc. 0.05% 1,154 $213K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.05% 1,224 $212K No change
IXUS iShares Core Intl Stock ETF 0.05% 3,125 $211K No change
SBUX Starbucks Corp. 0.05% 2,660 $207K No change
DUK Duke Energy Corp. 0.05% 2,040 $204K New
PH Parker Hannifin Corp. 0.05% 402 $203K Reduce -6.7%
MMM 3M Co. 0.05% 1,986 $203K No change
ETJ Eaton Vance RSK-MGD Divers 0.03% 16,170 $142K No change
GUT Gabelli Utility Trust 0.01% 10,000 $59K No change

Portfolio Sells Q1 2024 → Q2 2024
HD Home Depot Inc. Reduce -0.3% 1.84% −0.30
FAST Fastenal Co. Reduce -0.7% 0.92% −0.26
V Visa Inc. Class A Reduce -0.6% 2.16% −0.24
FISV Fiserv Inc. Reduce -0.7% 1.84% −0.22
TMO Thermo Fisher Scientific Inc. Reduce -0.1% 2.18% −0.20
VNQ Vanguard Real Estate ETF Reduce -19.3% 0.59% −0.20
VXUS Vanguard Total Intl Stock Reduce -42.1% 0.19% −0.15
PFF iShares Preferred & Income S Reduce -8.6% 0.86% −0.14
STZ Constellation Brands Inc. Class A Reduce -0.1% 1.35% −0.13
VTEB Vanguard Tax-Exempt Bond ETF Reduce -2.9% 1.26% −0.10
INTU Intuit Inc. Reduce -0.2% 3.24% −0.10
SCHZ Schwab US Aggregate Bond ETF Reduce -35.9% 0.14% −0.09
INTC Intel Corp. Reduce -32.8% 0.07% −0.09
PKG Packaging Corp. of America Reduce -0.7% 0.86% −0.08
NS Nustar Energy LP Sold out 0.00% −0.06
CHD Church & Dwight Co. Inc. Reduce -0.8% 1.13% −0.06
CTAS Cintas Corp. Reduce -0.9% 2.06% −0.06
DIS The Walt Disney Co. Reduce -7.3% 0.15% −0.06
CTSH Cognizant Tech Solutions-A Reduce -0.6% 0.36% −0.05
DFNM Dimensional National Muni BD Reduce -3.2% 0.52% −0.04
MIY BlackRock Muniyield Mi QLTY Sold out 0.00% −0.03
ICE Intercontinental Exchange Inc. Reduce -0.5% 0.49% −0.02
USB US Bancorp Reduce -18.3% 0.05% −0.02
ECL Ecolab Inc. Reduce -0.4% 1.23% −0.02
VZ Verizon Communications Inc. Reduce -0.7% 0.21% −0.01
PH Parker Hannifin Corp. Reduce -6.7% 0.05% −0.01
TQQQ Proshares Ultrapro QQQ Reduce -22.3% 0.09% −0.01
LLY Eli Lilly & Co. Reduce -12.8% 0.44% −0.01
XOM Exxon Mobil Corp. Reduce -5.7% 0.07% −0.01
VSS Vanguard Ftse All Wo X-US SC Reduce -2.0% 0.14% −0.01
AEP American Electric Power Reduce -1.7% 0.12% −0.00
META Meta Platforms Inc. Class A Reduce -0.6% 0.14% −0.00
VLTO Veralto Corp. Reduce -2.8% 0.06% +0.00
BKNG Booking Holdings Inc. Reduce -1.1% 0.08% +0.00
IWF iShares Russell 1000 Growth Reduce -0.6% 0.13% +0.00
WELL Welltower Inc. Reduce -1.4% 0.40% +0.02
GOOG Alphabet Inc. Class C Reduce -0.9% 1.10% +0.14
COST Costco Wholesale Corp. Reduce -0.7% 3.26% +0.32
GOOGL Alphabet Inc. Class A Reduce -0.2% 2.63% +0.36
NVDA Nvidia Corp. Reduce -13.9% 3.30% +0.39

Portfolio Buys Q1 2024 → Q2 2024
AAPL Apple Inc. Add +0.8% 4.73% +0.76
VTI VG Morningstar TS MKT ETF-US Add +4.5% 7.11% +0.24
SCHB Schwab US Broad Market ETF Add +13.5% 1.93% +0.21
PANW Palo Alto Networks Inc. Add +22.7% 0.54% +0.16
SCHF Schwab Intl Equity ETF Add +29.9% 0.71% +0.13
MSFT Microsoft Corp. Add +2.1% 2.76% +0.12
VEA Vanguard Ftse Developed ETF Add +14.4% 1.47% +0.12
SPY SS SPDR S&P 500 ETF Trust-US Add +30.9% 0.45% +0.11
ADBE Adobe Inc. Add +10.1% 0.73% +0.10
VWO Vanguard Ftse Emerging Marke Add +41.1% 0.34% +0.10
AVUV Avantis US Small Cap Value Add +21.6% 0.95% +0.10
AMZN Amazon.com Inc. Add +0.5% 2.88% +0.10
IVV iShares Core S&P 500 ETF Add +16.7% 0.68% +0.10
DISV Dimensional International SM Add +66.2% 0.25% +0.09
QQQ Invesco QQQ Trust Series 1 Add +88.4% 0.17% +0.08
MPWR Monolithic Power Systems Inc. New 0.08% +0.08
CARR Carrier Global Corp. Add +18.9% 0.41% +0.08
BND Vanguard Total Bond Market Add +11.9% 1.25% +0.08
SCHG Schwab US Large-Cap Growth Add +3.0% 1.06% +0.08
ASML ASML Holding NV-NY Reg SHS Add +9.3% 0.66% +0.06
SUN Sunoco LP New 0.06% +0.06
VBR Vngrd Mrngst SL-CP Val ETF-U New 0.06% +0.06
TSLA Tesla Inc. New 0.05% +0.05
DUK Duke Energy Corp. New 0.05% +0.05
ISRG Intuitive Surgical Inc. Add +19.5% 0.21% +0.05
RTX RTX Corp. Add +7.0% 0.81% +0.05
NEE Nextera Energy Inc. Add +3.5% 0.46% +0.04
WMT Walmart Inc. Add +1.9% 0.34% +0.03
TSCO Tractor Supply Company Add +5.2% 0.66% +0.03
AFL Aflac Inc. Add +1.3% 1.73% +0.02
ACN Accenture PLC Class A Add +31.2% 0.24% +0.02
TRMB Trimble Inc. Add +27.5% 0.32% +0.02
GS Goldman Sachs Group Inc. Add +8.4% 0.17% +0.02
PG The Procter & Gamble Co. Add +12.5% 0.17% +0.02
APD Air Products & Chemicals Inc. Add +14.3% 0.07% +0.01
CVX Chevron Corp. Add +20.9% 0.08% +0.01
DFEM Dimensional Emrg MRKT Core Add +2.3% 0.27% +0.01
OTIS Otis Worldwide Corp. Add +8.6% 0.61% +0.01
MRK Merck & Co. Inc. Add +14.9% 0.14% +0.01
VGT Vanguard Info Tech ETF Add +0.8% 0.08% +0.01
LMT Lockheed Martin Corp. Add +4.0% 0.11% +0.00
KO The Coca-Cola Co. Add +3.7% 0.07% +0.00
PFE Pfizer Inc. Add +7.2% 0.05% +0.00
VCIT Vanguard Int-Term Corporate Add +6.0% 0.14% +0.00
VCSH Vanguard S/T Corp. Bond ETF Add +6.3% 0.06% +0.00
NSC Norfolk Southern Corp. Add +23.6% 0.05% +0.00
SCHH Schwab US REIT ETF Add +5.4% 0.13% −0.00
SCHP Schwab U.S. Tips ETF Add +3.3% 0.06% −0.00
JNJ Johnson & Johnson Add +12.1% 0.22% −0.00
EMR Emerson Electric Co. Add +6.2% 0.16% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 184$581.7MVTI, AAPL, NVDA, GOOGL, SCHB
Q4 2025 180$537.0MVTI, AAPL, NVDA, GOOGL, AMZN
Q3 2025 177$531.3MVTI, AAPL, NVDA, GOOGL, COST
Q2 2025 174$495.6MVTI, AAPL, NVDA, INTU, COST
Q1 2025 161$449.2MVTI, AAPL, COST, INTU, AMZN
Q4 2024 159$450.7MVTI, AAPL, NVDA, COST, AMZN
Q3 2024 159$452.0MVTI, AAPL, COST, NVDA, INTU
Q2 2024 157$421.6MVTI, AAPL, NVDA, COST, INTU
Q1 2024 154$405.7MVTI, AAPL, INTU, COST, NVDA