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

0$200.0M$400.0M$600.0M Q1 2024: $405.7M Q1 2024 Q2 2024: $421.6M Q2 2024 Q3 2024: $452.0M Q3 2024 Q4 2024: $450.7M $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 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%
EME Emcor Group Inc. 0.14% 1,345 $610K New
BUI Blckrck Util Infra & PWR Opp filed as BLACKROCK UTILS INFRASTRUCTU 0.13% 25,480 $597K No change
IWF iShares Russell 1000 Growth 0.13% 1,473 $592K Reduce -0.3%
SCHH Schwab US REIT ETF 0.13% 27,704 $583K Reduce -1.2%
VSS Vanguard Ftse All Wo X-US SC 0.13% 5,046 $578K Add +0.2%
DFAT Dimensional US Target Value 0.13% 10,305 $574K No change
POWL Powell Industries Inc. 0.13% 2,542 $563K New
SCHZ Schwab US Aggregate Bond ETF 0.12% 24,534 $557K Reduce -2.8%
IWP iShares Russell Mid-Cap Grow 0.12% 4,289 $544K No change
AEP American Electric Power 0.12% 5,700 $526K No change
IT Gartner Inc. 0.12% 1,080 $523K No change
MRK Merck & Co. Inc. 0.11% 4,932 $491K No change
LMT Lockheed Martin Corp. 0.11% 984 $478K No change
TEX Terex Corp. 0.10% 9,962 $460K No change
BKNG Booking Holdings Inc. 0.10% 90 $447K No change
DFUV Dimensional US Marketwide Va 0.10% 10,742 $440K No change
PAA Plains All Amer Pipeline LP 0.09% 24,400 $417K No change
FNF Fidelity National Financial 0.09% 7,091 $398K New
IJT iShares S&P Small-Cap 600 GR 0.09% 2,833 $383K Add +0.0%
UPS United Parcel Service Class B 0.08% 3,035 $383K Reduce -14.1%
EW Edwards Lifesciences Corp. 0.08% 5,040 $373K No change
VGT Vanguard Info Tech ETF 0.08% 600 $373K No change
VIG Vanguard Dividend Apprec ETF 0.08% 1,834 $359K No change
NTRS Northern Trust Corp. 0.07% 3,224 $330K No change
APD Air Products & Chemicals Inc. 0.07% 1,120 $325K No change
PPG PPG Industries Inc. 0.07% 2,541 $304K Reduce -7.5%
SYY Sysco Corp. 0.07% 3,928 $300K No change
PSX Phillips 66 0.07% 2,618 $298K No change
TRV The Travelers Cos Inc. 0.07% 1,230 $296K No change
TSLA Tesla Inc. 0.06% 718 $290K New
VCSH Vanguard S/T Corp. Bond ETF 0.06% 3,625 $283K Add +11.4%
XOM Exxon Mobil Corp. 0.06% 2,546 $274K Reduce -4.1%
SPDW Ste STR SPDR PT DW Eu ETF 0.06% 8,012 $273K New
DFAU Dimensional US Core Equity M 0.06% 6,744 $273K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.06% 1,224 $269K No change
COP Conocophillips 0.06% 2,712 $269K No change
SCHP Schwab U.S. Tips ETF 0.06% 10,312 $266K No change
USB US Bancorp 0.06% 5,565 $266K No change
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.06% 2,329 $263K No change
MMM 3M Co. 0.06% 1,986 $256K No change
STIP iShares 0-5 Year Tips Bond E 0.06% 2,519 $253K No change
NSC Norfolk Southern Corp. 0.06% 1,069 $251K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.06% 1,251 $248K Reduce -1.6%
CVX Chevron Corp. 0.05% 1,704 $247K Reduce -4.3%
VLTO Veralto Corp. 0.05% 2,420 $246K Reduce -4.2%
MPWR Monolithic Power Systems Inc. 0.05% 415 $246K No change
SBUX Starbucks Corp. 0.05% 2,660 $243K Reduce -9.4%
SCHM Schwab US Mid Cap ETF 0.05% 8,669 $240K Add +3.2%
KO The Coca-Cola Co. 0.05% 3,847 $240K Reduce -6.3%
WEC WEC Energy Group Inc. 0.05% 2,486 $234K No change
MCHP Microchip Technology Inc. 0.05% 3,962 $227K No change
SUN Sunoco LP 0.05% 4,384 $226K No change
IEUR iShares Core MSCI Europe ETF 0.05% 4,001 $216K Reduce -4.2%
ALL Allstate Corp. 0.05% 1,112 $214K No change
USHY iShares Broad Usd High Yield 0.04% 5,488 $202K New
SO The Southern Co. 0.04% 2,430 $200K No change
F Ford Motor Co. filed as FORD MTR CO 0.04% 18,814 $186K Add +2.4%
ETJ Eaton Vance RSK-MGD Divers 0.03% 16,170 $151K No change
GUT Gabelli Utility Trust 0.01% 10,000 $50K No change

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

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