Liberty Capital Management, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 28, 2025), Liberty Capital Management, Inc. reported 159 stock positions worth $450.7 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 7.4% of the portfolio, followed by Apple (AAPL, 5.1%) and Nvidia (NVDA, 3.3%). Compared with Q3 2024, it opened 7 new positions, sold out of 7, added to 43 and reduced 47. The biggest buy was a new position in BlackRock (BLK) and the biggest sale Danaher (DHR, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BIRMINGHAM, MI
- CIK
- 0001366838
- Portfolio Value
- $450.7M (Q4 2024)
- SEC Filing
- 0001085146-25-000565 ↗ filed Jan 28, 2025
Holdings Value
Holdings 159 stocks · $450.7M
| VTI VG Morningstar TS MKT ETF-US | 7.45% | 115,839 | $33.6M | Add +2.6% |
| AAPL Apple Inc. | 5.10% | 91,855 | $23.0M | Reduce -1.1% |
| NVDA Nvidia Corp. | 3.31% | 110,994 | $14.9M | Reduce -0.9% |
| COST Costco Wholesale Corp. | 3.29% | 16,184 | $14.8M | Reduce -0.7% |
| AMZN Amazon.com Inc. | 3.07% | 63,121 | $13.8M | Reduce -0.1% |
| INTU Intuit Inc. | 2.93% | 21,002 | $13.2M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 2.59% | 61,761 | $11.7M | Add +1.0% |
| V Visa Inc. Class A | 2.47% | 35,168 | $11.1M | Reduce -0.0% |
| FISV Fiserv Inc. | 2.38% | 52,146 | $10.7M | Reduce -0.2% |
| MSFT Microsoft Corp. | 2.36% | 25,266 | $10.6M | Reduce -2.9% |
| HD Home Depot Inc. | 1.98% | 22,975 | $8.9M | Add +0.2% |
| CTAS Cintas Corp. | 1.97% | 48,531 | $8.9M | Reduce -1.7% |
| TMO Thermo Fisher Scientific Inc. | 1.92% | 16,626 | $8.6M | Add +0.2% |
| SCHB Schwab US Broad Market ETF | 1.90% | 377,908 | $8.6M | Reduce -2.6% |
| AFL Aflac Inc. | 1.87% | 81,403 | $8.4M | Add +0.2% |
| DHR Danaher Corp. | 1.74% | 34,195 | $7.8M | Reduce -1.1% |
| UNH Unitedhealth Group Inc. | 1.58% | 14,053 | $7.1M | Add +0.3% |
| ABBV Abbvie Inc. | 1.55% | 39,251 | $7.0M | Add +0.3% |
| FTNT Fortinet Inc. | 1.42% | 67,791 | $6.4M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 1.37% | 25,764 | $6.2M | Add +0.3% |
| VEA Vanguard Ftse Developed ETF | 1.35% | 127,700 | $6.1M | Add +1.2% |
| BND Vanguard Total Bond Market | 1.27% | 79,790 | $5.7M | Add +1.9% |
| ITW Illinois Tool Works | 1.25% | 22,171 | $5.6M | Reduce -1.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.23% | 110,515 | $5.5M | Add +2.4% |
| MCD McDonald's Corp. | 1.16% | 18,034 | $5.2M | Reduce -0.5% |
| ECL Ecolab Inc. | 1.14% | 22,010 | $5.2M | Add +0.6% |
| STZ Constellation Brands Inc. Class A | 1.11% | 22,663 | $5.0M | Add +2.3% |
| ABT Abbott Laboratories | 1.10% | 43,939 | $5.0M | Add +0.6% |
| CHD Church & Dwight Co. Inc. | 1.05% | 45,239 | $4.7M | Reduce -0.0% |
| AVUV Avantis US Small Cap Value | 1.05% | 48,832 | $4.7M | Add +4.9% |
| GOOG Alphabet Inc. Class C | 1.04% | 24,626 | $4.7M | Reduce -2.2% |
| CB Chubb Ltd. | 1.03% | 16,729 | $4.6M | No change |
| SYK Stryker Corp. | 1.01% | 12,600 | $4.5M | Add +9.2% |
| PKG Packaging Corp. of America | 1.00% | 19,971 | $4.5M | No change |
| FAST Fastenal Co. | 0.98% | 61,540 | $4.4M | No change |
| SCHG Schwab US Large-Cap Growth | 0.98% | 158,739 | $4.4M | Reduce -11.9% |
| RTX RTX Corp. | 0.93% | 36,141 | $4.2M | Add +5.9% |
| AMT American Tower Corp. | 0.89% | 21,919 | $4.0M | Reduce -2.3% |
| IVV iShares Core S&P 500 ETF | 0.76% | 5,839 | $3.4M | Add +11.3% |
| IJS iShares S&P Small-Cap 600 Va | 0.73% | 30,426 | $3.3M | Reduce -0.3% |
| PFF iShares Preferred & Income S | 0.71% | 102,440 | $3.2M | Reduce -7.8% |
| SCHA Schwab US Small-Cap ETF | 0.64% | 111,396 | $2.9M | Add +0.4% |
| PGR Progressive Corp. | 0.63% | 11,863 | $2.8M | No change |
| CDNS Cadence Design SYS Inc. | 0.63% | 9,429 | $2.8M | Add +9.4% |
| TSCO Tractor Supply Company | 0.63% | 53,350 | $2.8M | Add +0.2% |
| FTV Fortive Corp. | 0.63% | 37,619 | $2.8M | Reduce -9.6% |
| SCHF Schwab Intl Equity ETF | 0.60% | 145,651 | $2.7M | Reduce -6.8% |
| VNQ Vanguard Real Estate ETF | 0.59% | 29,924 | $2.7M | Add +1.0% |
| PANW Palo Alto Networks Inc. | 0.57% | 14,234 | $2.6M | Add +0.5% |
| DFAC Dimensional US Core Equity 2 | 0.56% | 72,322 | $2.5M | No change |
| OTIS Otis Worldwide Corp. | 0.55% | 26,913 | $2.5M | Add +0.6% |
| ADBE Adobe Inc. | 0.54% | 5,469 | $2.4M | Reduce -1.8% |
| BLK BlackRock Inc. | 0.53% | 2,324 | $2.4M | New |
| ICE Intercontinental Exchange Inc. | 0.49% | 14,930 | $2.2M | No change |
| DFNM Dimensional National Muni BD | 0.48% | 45,661 | $2.2M | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.48% | 3,110 | $2.2M | Add +9.9% |
| MA Mastercard Inc. Class A | 0.47% | 4,018 | $2.1M | No change |
| WELL Welltower Inc. | 0.46% | 16,529 | $2.1M | Add +2.2% |
| VTIP Vanguard Short-Term Tips | 0.45% | 42,259 | $2.0M | Add +2.1% |
| SCHD Schwab US DVD Equity ETF | 0.45% | 73,886 | $2.0M | Reduce -0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.44% | 3,419 | $2.0M | No change |
| CARR Carrier Global Corp. | 0.44% | 29,010 | $2.0M | Add +4.0% |
| ULTA Ulta Beauty Inc. | 0.44% | 4,512 | $2.0M | Reduce -51.6% |
| WMT Walmart Inc. | 0.43% | 21,372 | $1.9M | No change |
| PEP Pepsico Inc. | 0.43% | 12,637 | $1.9M | Reduce -10.1% |
| NEE Nextera Energy Inc. | 0.41% | 25,873 | $1.9M | No change |
| MUB iShares National Muni Bond E | 0.40% | 16,924 | $1.8M | Reduce -3.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.40% | 3,952 | $1.8M | No change |
| LLY Eli Lilly & Co. | 0.39% | 2,250 | $1.7M | Add +4.7% |
| TRMB Trimble Inc. | 0.38% | 24,318 | $1.7M | Reduce -0.4% |
| CTSH Cognizant Tech Solutions-A | 0.38% | 22,145 | $1.7M | No change |
| ADP Automatic Data Processing | 0.34% | 5,193 | $1.5M | No change |
| DFAX Dimensional World Ex US Core | 0.33% | 60,457 | $1.5M | No change |
| VWO Vanguard Ftse Emerging Marke | 0.33% | 33,903 | $1.5M | Add +2.4% |
| DFSV Dimensional US Small Cap Val | 0.31% | 45,673 | $1.4M | No change |
| ACN Accenture PLC Class A | 0.30% | 3,801 | $1.3M | Add +2.5% |
| VEEV Veeva Systems Inc. Class A | 0.27% | 5,884 | $1.2M | Reduce -0.9% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.27% | 14,000 | $1.2M | No change |
| DISV Dimensional International SM | 0.27% | 45,223 | $1.2M | Add +12.2% |
| ISRG Intuitive Surgical Inc. | 0.26% | 2,254 | $1.2M | Add +0.6% |
| VPL Vanguard Ftse Pacific ETF | 0.26% | 16,425 | $1.2M | Reduce -22.7% |
| DFEM Dimensional Emrg MRKT Core | 0.26% | 44,324 | $1.2M | Add +2.6% |
| LOW Lowe's Cos Inc. | 0.25% | 4,557 | $1.1M | No change |
| META Meta Platforms Inc. Class A | 0.24% | 1,855 | $1.1M | Add +39.8% |
| VGK Vanguard Ftse Europe ETF | 0.23% | 16,643 | $1.1M | Reduce -24.9% |
| CSCO Cisco Systems Inc. | 0.23% | 17,695 | $1.0M | No change |
| ILCB iShares Morningstar U.S. Equ | 0.22% | 12,260 | $995K | No change |
| VYM Vanguard High DVD Yield ETF | 0.21% | 7,359 | $939K | No change |
| GS Goldman Sachs Group Inc. | 0.20% | 1,558 | $892K | Reduce -0.2% |
| VXUS Vanguard Total Intl Stock | 0.20% | 15,032 | $886K | Reduce -3.0% |
| JNJ Johnson & Johnson | 0.19% | 5,978 | $865K | Reduce -2.8% |
| VZ Verizon Communications Inc. | 0.18% | 20,610 | $824K | Reduce -6.2% |
| IMCB iShares Morningstar Mid-Cap | 0.17% | 10,200 | $777K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 1,493 | $763K | Add +0.1% |
| EMR Emerson Electric Co. | 0.16% | 5,973 | $740K | No change |
| PG The Procter & Gamble Co. | 0.16% | 4,258 | $714K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.14% | 5,836 | $650K | Reduce -11.9% |
| MMS Maximus Inc. | 0.14% | 8,556 | $639K | No change |
| EPD Enterprise Products Partners | 0.14% | 20,054 | $629K | No change |
| VCIT Vanguard Int-Term Corporate | 0.14% | 7,700 | $618K | Add +15.2% |
Portfolio Sells Q3 2024 → Q4 2024
| DHR Danaher Corp. | Reduce -1.1% | 1.74% | −0.39 |
| ULTA Ulta Beauty Inc. | Reduce -51.6% | 0.44% | −0.37 |
| CTAS Cintas Corp. | Reduce -1.7% | 1.97% | −0.28 |
| AMT American Tower Corp. | Reduce -2.3% | 0.89% | −0.26 |
| VGK Vanguard Ftse Europe ETF | Reduce -24.9% | 0.23% | −0.11 |
| MSFT Microsoft Corp. | Reduce -2.9% | 2.36% | −0.11 |
| SCHF Schwab Intl Equity ETF | Reduce -6.8% | 0.60% | −0.11 |
| VPL Vanguard Ftse Pacific ETF | Reduce -22.7% | 0.26% | −0.11 |
| PFF iShares Preferred & Income S | Reduce -7.8% | 0.71% | −0.10 |
| PEP Pepsico Inc. | Reduce -10.1% | 0.43% | −0.10 |
| FTV Fortive Corp. | Reduce -9.6% | 0.63% | −0.10 |
| ADBE Adobe Inc. | Reduce -1.8% | 0.54% | −0.10 |
| TQQQ Proshares Ultrapro QQQ | Sold out | 0.00% | −0.09 |
| MCD McDonald's Corp. | Reduce -0.5% | 1.16% | −0.06 |
| SCHG Schwab US Large-Cap Growth | Reduce -11.9% | 0.98% | −0.06 |
| ITW Illinois Tool Works | Reduce -1.1% | 1.25% | −0.05 |
| IXUS iShares Core Intl Stock ETF | Sold out | 0.00% | −0.05 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.05 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Sold out | 0.00% | −0.05 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.05 |
| LSTR Landstar System Inc. | Sold out | 0.00% | −0.04 |
| INTC Intel Corp. | Sold out | 0.00% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -6.2% | 0.18% | −0.04 |
| JNJ Johnson & Johnson | Reduce -2.8% | 0.19% | −0.03 |
| VXUS Vanguard Total Intl Stock | Reduce -3.0% | 0.20% | −0.03 |
| UPS United Parcel Service Class B | Reduce -14.1% | 0.08% | −0.02 |
| MUB iShares National Muni Bond E | Reduce -3.1% | 0.40% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.5% | 0.45% | −0.02 |
| SCHH Schwab US REIT ETF | Reduce -1.2% | 0.13% | −0.01 |
| PPG PPG Industries Inc. | Reduce -7.5% | 0.07% | −0.01 |
| KO The Coca-Cola Co. | Reduce -6.3% | 0.05% | −0.01 |
| SBUX Starbucks Corp. | Reduce -9.4% | 0.05% | −0.01 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -2.8% | 0.12% | −0.01 |
| IEUR iShares Core MSCI Europe ETF | Reduce -4.2% | 0.05% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -4.1% | 0.06% | −0.01 |
| VLTO Veralto Corp. | Reduce -4.2% | 0.05% | −0.01 |
| CVX Chevron Corp. | Reduce -4.3% | 0.05% | −0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -1.6% | 0.06% | −0.00 |
| VEEV Veeva Systems Inc. Class A | Reduce -0.9% | 0.27% | −0.00 |
| SCHB Schwab US Broad Market ETF | Reduce -2.6% | 1.90% | +0.00 |
| CHD Church & Dwight Co. Inc. | Reduce -0.0% | 1.05% | +0.00 |
| DIS The Walt Disney Co. | Reduce -11.9% | 0.14% | +0.00 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -0.3% | 0.73% | +0.01 |
| IWF iShares Russell 1000 Growth | Reduce -0.3% | 0.13% | +0.01 |
| GS Goldman Sachs Group Inc. | Reduce -0.2% | 0.20% | +0.03 |
| TRMB Trimble Inc. | Reduce -0.4% | 0.38% | +0.05 |
| COST Costco Wholesale Corp. | Reduce -0.7% | 3.29% | +0.09 |
| GOOG Alphabet Inc. Class C | Reduce -2.2% | 1.04% | +0.11 |
| FTNT Fortinet Inc. | Reduce -0.1% | 1.42% | +0.26 |
| NVDA Nvidia Corp. | Reduce -0.9% | 3.31% | +0.30 |
Portfolio Buys Q3 2024 → Q4 2024
| BLK BlackRock Inc. | New | 0.53% | +0.53 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.6% | 7.45% | +0.38 |
| GOOGL Alphabet Inc. Class A | Add +1.0% | 2.59% | +0.35 |
| JPM JPMorgan Chase & Co. | Add +0.3% | 1.37% | +0.17 |
| EME Emcor Group Inc. | New | 0.14% | +0.14 |
| POWL Powell Industries Inc. | New | 0.13% | +0.13 |
| CDNS Cadence Design SYS Inc. | Add +9.4% | 0.63% | +0.11 |
| IVV iShares Core S&P 500 ETF | Add +11.3% | 0.76% | +0.09 |
| FNF Fidelity National Financial | New | 0.09% | +0.09 |
| SYK Stryker Corp. | Add +9.2% | 1.01% | +0.08 |
| META Meta Platforms Inc. Class A | Add +39.8% | 0.24% | +0.07 |
| TSLA Tesla Inc. | New | 0.06% | +0.06 |
| SPDW Ste STR SPDR PT DW Eu ETF | New | 0.06% | +0.06 |
| AVUV Avantis US Small Cap Value | Add +4.9% | 1.05% | +0.06 |
| INTU Intuit Inc. | Add +0.1% | 2.93% | +0.05 |
| USHY iShares Broad Usd High Yield | New | 0.04% | +0.04 |
| PANW Palo Alto Networks Inc. | Add +0.5% | 0.57% | +0.04 |
| ISRG Intuitive Surgical Inc. | Add +0.6% | 0.26% | +0.02 |
| RTX RTX Corp. | Add +5.9% | 0.93% | +0.01 |
| VCIT Vanguard Int-Term Corporate | Add +15.2% | 0.14% | +0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +2.4% | 1.23% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.1% | 0.17% | +0.01 |
| DISV Dimensional International SM | Add +12.2% | 0.27% | +0.01 |
| SCHA Schwab US Small-Cap ETF | Add +0.4% | 0.64% | +0.01 |
| ACN Accenture PLC Class A | Add +2.5% | 0.30% | +0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +11.4% | 0.06% | +0.01 |
| WELL Welltower Inc. | Add +2.2% | 0.46% | +0.00 |
| VTIP Vanguard Short-Term Tips | Add +2.1% | 0.45% | +0.00 |
| SCHM Schwab US Mid Cap ETF | Add +3.2% | 0.05% | +0.00 |
| ABT Abbott Laboratories | Add +0.6% | 1.10% | +0.00 |
| F Ford Motor Co. | Add +2.4% | 0.04% | −0.00 |
| IJT iShares S&P Small-Cap 600 GR | Add +0.0% | 0.09% | −0.00 |
| DFEM Dimensional Emrg MRKT Core | Add +2.6% | 0.26% | −0.01 |
| VSS Vanguard Ftse All Wo X-US SC | Add +0.2% | 0.13% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +2.4% | 0.33% | −0.02 |
| BND Vanguard Total Bond Market | Add +1.9% | 1.27% | −0.03 |
| LLY Eli Lilly & Co. | Add +4.7% | 0.39% | −0.04 |
| ASML ASML Holding NV-NY Reg SHS | Add +9.9% | 0.48% | −0.04 |
| VNQ Vanguard Real Estate ETF | Add +1.0% | 0.59% | −0.05 |
| CARR Carrier Global Corp. | Add +4.0% | 0.44% | −0.06 |
| TSCO Tractor Supply Company | Add +0.2% | 0.63% | −0.06 |
| OTIS Otis Worldwide Corp. | Add +0.6% | 0.55% | −0.06 |
| HD Home Depot Inc. | Add +0.2% | 1.98% | −0.07 |
| ECL Ecolab Inc. | Add +0.6% | 1.14% | −0.09 |
| VEA Vanguard Ftse Developed ETF | Add +1.2% | 1.35% | −0.12 |
| AFL Aflac Inc. | Add +0.2% | 1.87% | −0.14 |
| STZ Constellation Brands Inc. Class A | Add +2.3% | 1.11% | −0.15 |
| ABBV Abbvie Inc. | Add +0.3% | 1.55% | −0.16 |
| UNH Unitedhealth Group Inc. | Add +0.3% | 1.58% | −0.23 |
| TMO Thermo Fisher Scientific Inc. | Add +0.2% | 1.92% | −0.35 |
Notes & Other Activity Q3 2024 → Q4 2024
| GABELLI UTILITY TRUST/THE | RIGHT 10/21/2024 | Sold out | 10,000 | $275before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 184 | $581.7M | VTI, AAPL, NVDA, GOOGL, SCHB |
| Q4 2025 | 180 | $537.0M | VTI, AAPL, NVDA, GOOGL, AMZN |
| Q3 2025 | 177 | $531.3M | VTI, AAPL, NVDA, GOOGL, COST |
| Q2 2025 | 174 | $495.6M | VTI, AAPL, NVDA, INTU, COST |
| Q1 2025 | 161 | $449.2M | VTI, AAPL, COST, INTU, AMZN |
| Q4 2024 | 159 | $450.7M | VTI, AAPL, NVDA, COST, AMZN |
| Q3 2024 | 159 | $452.0M | VTI, AAPL, COST, NVDA, INTU |
| Q2 2024 | 157 | $421.6M | VTI, AAPL, NVDA, COST, INTU |
| Q1 2024 | 154 | $405.7M | VTI, AAPL, INTU, COST, NVDA |