Liberty Capital Management, Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 16, 2025), Liberty Capital Management, Inc. reported 161 stock positions worth $449.2 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 7.1% of the portfolio, followed by Apple (AAPL, 4.5%) and Costco Wholesale (COST, 3.4%). Compared with Q4 2024, it opened 4 new positions, sold out of 2, added to 75 and reduced 32. The biggest buy was Cintas (CTAS, shares +1%) and the biggest sale Apple (AAPL, shares −1%).

Most Recent 13F
Q2 2026
Location
BIRMINGHAM, MI
CIK
0001366838
Portfolio Value
$449.2M (Q1 2025)
SEC Filing
0001085146-25-002121 ↗ filed Apr 16, 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 Q4 2024 Q1 2025: $449.2M $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 161 stocks · $449.2M
VTI VG Morningstar TS MKT ETF-US 7.05% 115,248 $31.7M Reduce -0.5%
AAPL Apple Inc. 4.51% 91,163 $20.2M Reduce -0.8%
COST Costco Wholesale Corp. 3.37% 16,004 $15.1M Reduce -1.1%
INTU Intuit Inc. 2.88% 21,060 $12.9M Add +0.3%
AMZN Amazon.com Inc. 2.77% 65,350 $12.4M Add +3.5%
V Visa Inc. Class A 2.73% 35,009 $12.3M Reduce -0.5%
NVDA Nvidia Corp. 2.70% 112,086 $12.1M Add +1.0%
FISV Fiserv Inc. 2.55% 51,792 $11.4M Reduce -0.7%
CTAS Cintas Corp. 2.25% 49,171 $10.1M Add +1.3%
GOOGL Alphabet Inc. Class A 2.15% 62,340 $9.6M Add +0.9%
MSFT Microsoft Corp. 2.12% 25,411 $9.5M Add +0.6%
AFL Aflac Inc. 2.02% 81,650 $9.1M Add +0.3%
SCHB Schwab US Broad Market ETF 1.96% 407,966 $8.8M Add +8.0%
HD Home Depot Inc. 1.87% 22,967 $8.4M Reduce -0.0%
TMO Thermo Fisher Scientific Inc. 1.83% 16,546 $8.2M Reduce -0.5%
ABBV Abbvie Inc. 1.83% 39,186 $8.2M Reduce -0.2%
UNH Unitedhealth Group Inc. 1.64% 14,054 $7.4M Add +0.0%
DHR Danaher Corp. 1.56% 34,172 $7.0M Reduce -0.1%
VEA Vanguard Ftse Developed ETF 1.48% 130,616 $6.6M Add +2.3%
FTNT Fortinet Inc. 1.46% 68,204 $6.6M Add +0.6%
JPM JPMorgan Chase & Co. 1.43% 26,259 $6.4M Add +1.9%
BND Vanguard Total Bond Market 1.35% 82,866 $6.1M Add +3.9%
ABT Abbott Laboratories 1.30% 43,941 $5.8M Add +0.0%
VTEB Vanguard Tax-Exempt Bond ETF 1.27% 115,257 $5.7M Add +4.3%
MCD McDonald's Corp. 1.27% 18,264 $5.7M Add +1.3%
ECL Ecolab Inc. 1.25% 22,124 $5.6M Add +0.5%
ITW Illinois Tool Works 1.23% 22,247 $5.5M Add +0.3%
SCHG Schwab US Large-Cap Growth 1.18% 211,184 $5.3M Add +33.0%
CB Chubb Ltd. 1.13% 16,777 $5.1M Add +0.3%
CHD Church & Dwight Co. Inc. 1.11% 45,239 $5.0M No change
AMT American Tower Corp. 1.08% 22,235 $4.8M Add +1.4%
RTX RTX Corp. 1.08% 36,524 $4.8M Add +1.1%
FAST Fastenal Co. 1.06% 61,540 $4.8M No change
SYK Stryker Corp. 1.05% 12,666 $4.7M Add +0.5%
AVUV Avantis US Small Cap Value 0.97% 50,153 $4.4M Add +2.7%
STZ Constellation Brands Inc. Class A 0.90% 21,948 $4.0M Reduce -3.1%
PKG Packaging Corp. of America 0.88% 19,971 $4.0M No change
GOOG Alphabet Inc. Class C 0.85% 24,553 $3.8M Reduce -0.3%
IVV iShares Core S&P 500 ETF 0.76% 6,036 $3.4M Add +3.4%
SCHF Schwab Intl Equity ETF 0.75% 170,864 $3.4M Add +17.3%
PGR Progressive Corp. 0.75% 11,863 $3.4M No change
PFF iShares Preferred & Income S 0.68% 100,122 $3.1M Reduce -2.3%
IJS iShares S&P Small-Cap 600 Va 0.66% 30,426 $3.0M No change
SCHA Schwab US Small-Cap ETF 0.66% 125,821 $2.9M Add +12.9%
TSCO Tractor Supply Company 0.66% 53,485 $2.9M Add +0.3%
OTIS Otis Worldwide Corp. 0.62% 27,152 $2.8M Add +0.9%
FTV Fortive Corp. 0.61% 37,328 $2.7M Reduce -0.8%
VNQ Vanguard Real Estate ETF 0.60% 29,906 $2.7M Reduce -0.1%
SCHD Schwab US DVD Equity ETF 0.59% 95,159 $2.7M Add +28.8%
ICE Intercontinental Exchange Inc. 0.57% 14,930 $2.6M No change
WELL Welltower Inc. 0.56% 16,529 $2.5M No change
PANW Palo Alto Networks Inc. 0.55% 14,496 $2.5M Add +1.8%
DFAC Dimensional US Core Equity 2 0.53% 72,322 $2.4M No change
CDNS Cadence Design SYS Inc. 0.52% 9,230 $2.3M Reduce -2.1%
MA Mastercard Inc. Class A 0.51% 4,139 $2.3M Add +3.0%
BLK BlackRock Inc. 0.50% 2,372 $2.2M Add +2.1%
VTIP Vanguard Short-Term Tips 0.49% 43,956 $2.2M Add +4.0%
BRK.B Berkshire Hathaway Inc. Class B 0.49% 4,118 $2.2M Add +4.2%
DFNM Dimensional National Muni BD 0.48% 45,661 $2.2M No change
ASML ASML Holding NV-NY Reg SHS 0.47% 3,188 $2.1M Add +2.5%
LLY Eli Lilly & Co. 0.44% 2,375 $2.0M Add +5.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.43% 3,419 $1.9M No change
PEP Pepsico Inc. 0.42% 12,602 $1.9M Reduce -0.3%
WMT Walmart Inc. 0.41% 21,228 $1.9M Reduce -0.7%
NEE Nextera Energy Inc. 0.41% 26,259 $1.9M Add +1.5%
MUB iShares National Muni Bond E 0.40% 16,924 $1.8M No change
ADBE Adobe Inc. 0.39% 4,568 $1.8M Reduce -16.5%
CTSH Cognizant Tech Solutions-A 0.38% 22,159 $1.7M Add +0.1%
TRMB Trimble Inc. 0.37% 25,055 $1.6M Add +3.0%
CARR Carrier Global Corp. 0.37% 25,878 $1.6M Reduce -10.8%
ULTA Ulta Beauty Inc. 0.36% 4,415 $1.6M Reduce -2.1%
ADP Automatic Data Processing 0.36% 5,234 $1.6M Add +0.8%
VWO Vanguard Ftse Emerging Marke 0.35% 35,066 $1.6M Add +3.4%
DFAX Dimensional World Ex US Core 0.35% 60,457 $1.6M No change
VEEV Veeva Systems Inc. Class A 0.34% 6,579 $1.5M Add +11.8%
DISV Dimensional International SM 0.31% 47,326 $1.4M Add +4.7%
DFSV Dimensional US Small Cap Val 0.29% 45,673 $1.3M No change
DFEM Dimensional Emrg MRKT Core 0.28% 47,677 $1.3M Add +7.6%
ACN Accenture PLC Class A 0.28% 4,023 $1.3M Add +5.8%
META Meta Platforms Inc. Class A 0.27% 2,087 $1.2M Add +12.5%
VPL Vanguard Ftse Pacific ETF 0.27% 16,480 $1.2M Add +0.3%
VGK Vanguard Ftse Europe ETF 0.26% 16,643 $1.2M No change
CSCO Cisco Systems Inc. 0.25% 18,317 $1.1M Add +3.5%
ISRG Intuitive Surgical Inc. 0.25% 2,254 $1.1M No change
SLYV SS SPDR S&P 600 SC Val ETF 0.24% 14,000 $1.1M No change
LOW Lowe's Cos Inc. 0.24% 4,537 $1.1M Reduce -0.4%
JNJ Johnson & Johnson 0.23% 6,205 $1.0M Add +3.8%
VYM Vanguard High DVD Yield ETF 0.21% 7,359 $949K No change
ILCB iShares Morningstar U.S. Equ 0.21% 12,260 $947K No change
VZ Verizon Communications Inc. 0.21% 20,610 $935K No change
VXUS Vanguard Total Intl Stock 0.20% 14,370 $892K Reduce -4.4%
GS Goldman Sachs Group Inc. 0.19% 1,587 $867K Add +1.9%
PG The Procter & Gamble Co. 0.17% 4,475 $763K Add +5.1%
IMCB iShares Morningstar Mid-Cap 0.17% 10,200 $756K No change
VCIT Vanguard Int-Term Corporate 0.16% 8,669 $709K Add +12.6%
QQQ Invesco QQQ Trust Series 1 0.16% 1,493 $700K No change
EPD Enterprise Products Partners 0.15% 20,054 $685K No change
EMR Emerson Electric Co. 0.15% 6,083 $667K Add +1.8%
AEP American Electric Power 0.14% 5,700 $623K No change
SCHH Schwab US REIT ETF 0.14% 28,517 $613K Add +2.9%
VSS Vanguard Ftse All Wo X-US SC 0.14% 5,284 $611K Add +4.7%
SCHZ Schwab US Aggregate Bond ETF 0.13% 25,702 $595K Add +4.8%
MMS Maximus Inc. 0.13% 8,556 $583K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.13% 5,883 $581K Add +0.8%
BUI Blckrck Util Infra & PWR Opp filed as BLACKROCK UTILS INFRASTRUCTU 0.13% 25,480 $577K No change
EME Emcor Group Inc. 0.12% 1,485 $549K Add +10.4%
DFAT Dimensional US Target Value 0.12% 10,305 $531K No change
IWF iShares Russell 1000 Growth 0.12% 1,465 $529K Reduce -0.5%
IWP iShares Russell Mid-Cap Grow 0.11% 4,249 $499K Reduce -0.9%
PAA Plains All Amer Pipeline LP 0.11% 24,400 $488K No change
POWL Powell Industries Inc. 0.10% 2,756 $469K Add +8.4%
MRK Merck & Co. Inc. 0.10% 5,209 $468K Add +5.6%
FNF Fidelity National Financial 0.10% 7,091 $461K No change
LMT Lockheed Martin Corp. 0.10% 999 $446K Add +1.5%
DFUV Dimensional US Marketwide Va 0.10% 10,742 $443K No change
IT Gartner Inc. 0.10% 1,031 $433K Reduce -4.5%
BKNG Booking Holdings Inc. 0.09% 90 $415K No change
SPYM Ste STR SPDR PT S&P 500 ETF 0.09% 5,954 $392K New
SCHM Schwab US Mid Cap ETF 0.09% 14,900 $390K Add +71.9%
CVX Chevron Corp. 0.09% 2,316 $387K Add +35.9%
GLD SPDR Gold Shares 0.09% 1,340 $386K New
XOM Exxon Mobil Corp. 0.08% 3,146 $374K Add +23.6%
EW Edwards Lifesciences Corp. 0.08% 5,040 $365K No change
VIG Vanguard Dividend Apprec ETF 0.08% 1,834 $356K No change
IJT iShares S&P Small-Cap 600 GR 0.08% 2,833 $353K No change
PSX Phillips 66 0.08% 2,772 $342K Add +5.9%
TRV The Travelers Cos Inc. 0.07% 1,254 $332K Add +1.9%
APD Air Products & Chemicals Inc. 0.07% 1,120 $330K No change
UPS United Parcel Service Class B 0.07% 3,000 $330K Reduce -1.1%
VGT Vanguard Info Tech ETF 0.07% 600 $325K No change
IEUR iShares Core MSCI Europe ETF 0.07% 5,378 $323K Add +34.4%
NTRS Northern Trust Corp. 0.07% 3,235 $319K Add +0.3%
TEX Terex Corp. 0.07% 8,356 $316K Reduce -16.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 1,224 $304K No change
SYY Sysco Corp. 0.07% 3,928 $295K No change
SPDW Ste STR SPDR PT DW Eu ETF 0.06% 8,012 $292K No change
MMM 3M Co. 0.06% 1,986 $292K No change
COP Conocophillips 0.06% 2,712 $285K No change
SBUX Starbucks Corp. 0.06% 2,841 $279K Add +6.8%
KO The Coca-Cola Co. 0.06% 3,891 $279K Add +1.1%
WEC WEC Energy Group Inc. 0.06% 2,552 $278K Add +2.6%
SCHP Schwab U.S. Tips ETF 0.06% 10,312 $277K No change
PPG PPG Industries Inc. 0.06% 2,490 $272K Reduce -2.0%
PH Parker Hannifin Corp. 0.06% 447 $272K New
STIP iShares 0-5 Year Tips Bond E 0.06% 2,519 $261K No change
DFAU Dimensional US Core Equity M 0.06% 6,744 $259K No change
SUN Sunoco LP 0.06% 4,384 $255K No change
VCSH Vanguard S/T Corp. Bond ETF 0.06% 3,132 $247K Reduce -13.6%
DUK Duke Energy Corp. 0.05% 1,991 $243K New
MPWR Monolithic Power Systems Inc. 0.05% 416 $241K Add +0.2%
USB US Bancorp 0.05% 5,609 $237K Add +0.8%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.05% 1,251 $233K No change
ALL Allstate Corp. 0.05% 1,112 $230K No change
VLTO Veralto Corp. 0.05% 2,307 $225K Reduce -4.7%
SO The Southern Co. 0.05% 2,442 $225K Add +0.5%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.05% 2,329 $214K No change
NSC Norfolk Southern Corp. 0.05% 869 $206K Reduce -18.7%
USHY iShares Broad Usd High Yield 0.04% 5,488 $202K No change
F Ford Motor Co. filed as FORD MTR CO 0.04% 18,368 $184K Reduce -2.4%
ETJ Eaton Vance RSK-MGD Divers 0.03% 16,170 $137K No change
GUT Gabelli Utility Trust 0.01% 10,000 $53K No change

Portfolio Sells Q4 2024 → Q1 2025
AAPL Apple Inc. Reduce -0.8% 4.51% −0.60
VTI VG Morningstar TS MKT ETF-US Reduce -0.5% 7.05% −0.40
STZ Constellation Brands Inc. Class A Reduce -3.1% 0.90% −0.21
GOOG Alphabet Inc. Class C Reduce -0.3% 0.85% −0.19
DHR Danaher Corp. Reduce -0.1% 1.56% −0.18
ADBE Adobe Inc. Reduce -16.5% 0.39% −0.15
HD Home Depot Inc. Reduce -0.0% 1.87% −0.11
CDNS Cadence Design SYS Inc. Reduce -2.1% 0.52% −0.11
TMO Thermo Fisher Scientific Inc. Reduce -0.5% 1.83% −0.09
ULTA Ulta Beauty Inc. Reduce -2.1% 0.36% −0.08
CARR Carrier Global Corp. Reduce -10.8% 0.37% −0.07
TSLA Tesla Inc. Sold out 0.00% −0.06
MCHP Microchip Technology Inc. Sold out 0.00% −0.05
TEX Terex Corp. Reduce -16.1% 0.07% −0.03
PFF iShares Preferred & Income S Reduce -2.3% 0.68% −0.03
IT Gartner Inc. Reduce -4.5% 0.10% −0.02
FTV Fortive Corp. Reduce -0.8% 0.61% −0.02
LOW Lowe's Cos Inc. Reduce -0.4% 0.24% −0.01
IWF iShares Russell 1000 Growth Reduce -0.5% 0.12% −0.01
WMT Walmart Inc. Reduce -0.7% 0.41% −0.01
UPS United Parcel Service Class B Reduce -1.1% 0.07% −0.01
NSC Norfolk Southern Corp. Reduce -18.7% 0.05% −0.01
IWP iShares Russell Mid-Cap Grow Reduce -0.9% 0.11% −0.01
VCSH Vanguard S/T Corp. Bond ETF Reduce -13.6% 0.06% −0.01
PPG PPG Industries Inc. Reduce -2.0% 0.06% −0.01
PEP Pepsico Inc. Reduce -0.3% 0.42% −0.01
VLTO Veralto Corp. Reduce -4.7% 0.05% −0.00
F Ford Motor Co. Reduce -2.4% 0.04% −0.00
VXUS Vanguard Total Intl Stock Reduce -4.4% 0.20% +0.00
VNQ Vanguard Real Estate ETF Reduce -0.1% 0.60% +0.01
COST Costco Wholesale Corp. Reduce -1.1% 3.37% +0.08
FISV Fiserv Inc. Reduce -0.7% 2.55% +0.17
V Visa Inc. Class A Reduce -0.5% 2.73% +0.27
ABBV Abbvie Inc. Reduce -0.2% 1.83% +0.28

Portfolio Buys Q4 2024 → Q1 2025
CTAS Cintas Corp. Add +1.3% 2.25% +0.28
SCHG Schwab US Large-Cap Growth Add +33.0% 1.18% +0.20
ABT Abbott Laboratories Add +0.0% 1.30% +0.20
AMT American Tower Corp. Add +1.4% 1.08% +0.19
SCHF Schwab Intl Equity ETF Add +17.3% 0.75% +0.15
AFL Aflac Inc. Add +0.3% 2.02% +0.15
RTX RTX Corp. Add +1.1% 1.08% +0.15
SCHD Schwab US DVD Equity ETF Add +28.8% 0.59% +0.14
VEA Vanguard Ftse Developed ETF Add +2.3% 1.48% +0.12
MCD McDonald's Corp. Add +1.3% 1.27% +0.11
ECL Ecolab Inc. Add +0.5% 1.25% +0.10
CB Chubb Ltd. Add +0.3% 1.13% +0.10
BRK.B Berkshire Hathaway Inc. Class B Add +4.2% 0.49% +0.09
SPYM Ste STR SPDR PT S&P 500 ETF New 0.09% +0.09
GLD SPDR Gold Shares New 0.09% +0.09
BND Vanguard Total Bond Market Add +3.9% 1.35% +0.08
OTIS Otis Worldwide Corp. Add +0.9% 0.62% +0.07
VEEV Veeva Systems Inc. Class A Add +11.8% 0.34% +0.06
JPM JPMorgan Chase & Co. Add +1.9% 1.43% +0.06
UNH Unitedhealth Group Inc. Add +0.0% 1.64% +0.06
PH Parker Hannifin Corp. New 0.06% +0.06
DUK Duke Energy Corp. New 0.05% +0.05
SCHB Schwab US Broad Market ETF Add +8.0% 1.96% +0.05
LLY Eli Lilly & Co. Add +5.6% 0.44% +0.05
VTEB Vanguard Tax-Exempt Bond ETF Add +4.3% 1.27% +0.04
SYK Stryker Corp. Add +0.5% 1.05% +0.04
FTNT Fortinet Inc. Add +0.6% 1.46% +0.04
DISV Dimensional International SM Add +4.7% 0.31% +0.04
JNJ Johnson & Johnson Add +3.8% 0.23% +0.04
MA Mastercard Inc. Class A Add +3.0% 0.51% +0.04
VTIP Vanguard Short-Term Tips Add +4.0% 0.49% +0.03
SCHM Schwab US Mid Cap ETF Add +71.9% 0.09% +0.03
CVX Chevron Corp. Add +35.9% 0.09% +0.03
TSCO Tractor Supply Company Add +0.3% 0.66% +0.03
META Meta Platforms Inc. Class A Add +12.5% 0.27% +0.03
IEUR iShares Core MSCI Europe ETF Add +34.4% 0.07% +0.02
DFEM Dimensional Emrg MRKT Core Add +7.6% 0.28% +0.02
XOM Exxon Mobil Corp. Add +23.6% 0.08% +0.02
VWO Vanguard Ftse Emerging Marke Add +3.4% 0.35% +0.02
VCIT Vanguard Int-Term Corporate Add +12.6% 0.16% +0.02
CSCO Cisco Systems Inc. Add +3.5% 0.25% +0.02
ADP Automatic Data Processing Add +0.8% 0.36% +0.02
SCHA Schwab US Small-Cap ETF Add +12.9% 0.66% +0.02
PG The Procter & Gamble Co. Add +5.1% 0.17% +0.01
PSX Phillips 66 Add +5.9% 0.08% +0.01
WEC WEC Energy Group Inc. Add +2.6% 0.06% +0.01
SCHZ Schwab US Aggregate Bond ETF Add +4.8% 0.13% +0.01
KO The Coca-Cola Co. Add +1.1% 0.06% +0.01
SBUX Starbucks Corp. Add +6.8% 0.06% +0.01
TRV The Travelers Cos Inc. Add +1.9% 0.07% +0.01

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