Liberty Capital Management, Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 18, 2025), Liberty Capital Management, Inc. reported 174 stock positions worth $495.6 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 7.5% of the portfolio, followed by Apple (AAPL, 3.7%) and Nvidia (NVDA, 3.6%). Compared with Q1 2025, it opened 12 new positions, added to 64 and reduced 38. The biggest buy was a new position in Applied Industrial Tech (AIT) and the biggest sale Apple (AAPL, shares −3%).

Most Recent 13F
Q2 2026
Location
BIRMINGHAM, MI
CIK
0001366838
Portfolio Value
$495.6M (Q2 2025)
SEC Filing
0001085146-25-003967 ↗ filed Jul 18, 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 Q1 2025 Q2 2025: $495.6M $495.6M Q2 2025 Q3 2025: $531.3M Q3 2025 Q4 2025: $537.0M Q4 2025 Q2 2026: $581.7M Q2 2026

Holdings 174 stocks · $495.6M
VTI VG Morningstar TS MKT ETF-US 7.45% 121,511 $36.9M Add +5.4%
AAPL Apple Inc. 3.67% 88,540 $18.2M Reduce -2.9%
NVDA Nvidia Corp. 3.63% 113,905 $18.0M Add +1.6%
INTU Intuit Inc. 3.31% 20,847 $16.4M Reduce -1.0%
COST Costco Wholesale Corp. 3.22% 16,138 $16.0M Add +0.8%
AMZN Amazon.com Inc. 2.88% 65,106 $14.3M Reduce -0.4%
MSFT Microsoft Corp. 2.55% 25,392 $12.6M Reduce -0.1%
V Visa Inc. Class A 2.49% 34,783 $12.3M Reduce -0.7%
GOOGL Alphabet Inc. Class A 2.19% 61,496 $10.8M Reduce -1.4%
CTAS Cintas Corp. 2.17% 48,256 $10.8M Reduce -1.9%
SCHB Schwab US Broad Market ETF 2.00% 416,347 $9.9M Add +2.0%
FISV Fiserv Inc. 1.79% 51,537 $8.9M Reduce -0.5%
AFL Aflac Inc. 1.74% 81,568 $8.6M Reduce -0.1%
HD Home Depot Inc. 1.72% 23,259 $8.5M Add +1.3%
AIT Applied Industrial Tech Inc. 1.63% 34,668 $8.1M New
ABBV Abbvie Inc. 1.55% 41,265 $7.7M Add +5.3%
JPM JPMorgan Chase & Co. 1.54% 26,397 $7.7M Add +0.5%
VEA Vanguard Ftse Developed ETF 1.50% 130,170 $7.4M Reduce -0.3%
BND Vanguard Total Bond Market 1.49% 100,007 $7.4M Add +20.7%
FTNT Fortinet Inc. 1.45% 68,189 $7.2M Reduce -0.0%
DHR Danaher Corp. 1.41% 35,300 $7.0M Add +3.3%
TMO Thermo Fisher Scientific Inc. 1.36% 16,592 $6.7M Add +0.3%
AVUV Avantis US Small Cap Value 1.31% 71,154 $6.5M Add +41.9%
SCHG Schwab US Large-Cap Growth 1.30% 220,638 $6.4M Add +4.5%
ABT Abbott Laboratories 1.27% 46,340 $6.3M Add +5.5%
VTEB Vanguard Tax-Exempt Bond ETF 1.22% 123,569 $6.1M Add +7.2%
ECL Ecolab Inc. 1.21% 22,238 $6.0M Add +0.5%
MCD McDonald's Corp. 1.14% 19,261 $5.6M Add +5.5%
RTX RTX Corp. 1.12% 37,902 $5.5M Add +3.8%
ITW Illinois Tool Works 1.11% 22,247 $5.5M No change
FAST Fastenal Co. 1.04% 123,080 $5.2M No change
SYK Stryker Corp. 1.03% 12,874 $5.1M Add +1.6%
AMT American Tower Corp. 1.00% 22,522 $5.0M Add +1.3%
CB Chubb Ltd. 0.98% 16,777 $4.9M No change
UNH Unitedhealth Group Inc. 0.93% 14,780 $4.6M Add +5.2%
CHD Church & Dwight Co. Inc. 0.88% 45,239 $4.3M No change
GOOG Alphabet Inc. Class C 0.88% 24,480 $4.3M Reduce -0.3%
SCHF Schwab Intl Equity ETF 0.84% 189,160 $4.2M Add +10.7%
PKG Packaging Corp. of America 0.76% 20,038 $3.8M Add +0.3%
IVV iShares Core S&P 500 ETF 0.76% 6,030 $3.7M Reduce -0.1%
PANW Palo Alto Networks Inc. 0.74% 17,994 $3.7M Add +24.1%
STZ Constellation Brands Inc. Class A 0.74% 22,612 $3.7M Add +3.0%
SCHA Schwab US Small-Cap ETF 0.67% 130,351 $3.3M Add +3.6%
IJS iShares S&P Small-Cap 600 Va 0.64% 32,068 $3.2M Add +5.4%
PGR Progressive Corp. 0.64% 11,863 $3.2M No change
SCHD Schwab US DVD Equity ETF 0.63% 118,159 $3.1M Add +24.2%
TSCO Tractor Supply Company 0.62% 58,678 $3.1M Add +9.7%
OTIS Otis Worldwide Corp. 0.62% 31,143 $3.1M Add +14.7%
PFF iShares Preferred & Income S 0.62% 100,122 $3.1M No change
VNQ Vanguard Real Estate ETF 0.58% 32,449 $2.9M Add +8.5%
CDNS Cadence Design SYS Inc. 0.58% 9,316 $2.9M Add +0.9%
BLK BlackRock Inc. 0.58% 2,722 $2.9M Add +14.8%
ICE Intercontinental Exchange Inc. 0.55% 14,930 $2.7M No change
ASML ASML Holding NV-NY Reg SHS 0.54% 3,338 $2.7M Add +4.7%
DFAC Dimensional US Core Equity 2 0.52% 72,322 $2.6M No change
WELL Welltower Inc. 0.51% 16,434 $2.5M Reduce -0.6%
VTIP Vanguard Short-Term Tips 0.50% 49,260 $2.5M Add +12.1%
VEEV Veeva Systems Inc. Class A 0.48% 8,271 $2.4M Add +25.7%
TRMB Trimble Inc. 0.47% 30,800 $2.3M Add +22.9%
MA Mastercard Inc. Class A 0.47% 4,125 $2.3M Reduce -0.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.43% 3,420 $2.1M Add +0.0%
DFNM Dimensional National Muni BD 0.43% 44,468 $2.1M Reduce -2.6%
WMT Walmart Inc. 0.42% 21,228 $2.1M No change
CARR Carrier Global Corp. 0.42% 28,250 $2.1M Add +9.2%
ULTA Ulta Beauty Inc. 0.42% 4,415 $2.1M No change
META Meta Platforms Inc. Class A 0.41% 2,752 $2.0M Add +31.9%
BRK.B Berkshire Hathaway Inc. Class B 0.41% 4,179 $2.0M Add +1.5%
FTV Fortive Corp. 0.38% 34,457 $1.9M Reduce -7.7%
LLY Eli Lilly & Co. 0.37% 2,373 $1.8M Reduce -0.1%
NEE Nextera Energy Inc. 0.37% 26,493 $1.8M Add +0.9%
VPL Vanguard Ftse Pacific ETF 0.37% 22,018 $1.8M Add +33.6%
DFAX Dimensional World Ex US Core 0.36% 60,457 $1.8M No change
CTSH Cognizant Tech Solutions-A 0.35% 22,145 $1.7M Reduce -0.1%
VWO Vanguard Ftse Emerging Marke 0.35% 34,720 $1.7M Reduce -1.0%
PEP Pepsico Inc. 0.34% 12,864 $1.7M Add +2.1%
DISV Dimensional International SM 0.34% 51,364 $1.7M Add +8.5%
VGK Vanguard Ftse Europe ETF 0.33% 21,355 $1.7M Add +28.3%
ADBE Adobe Inc. 0.32% 4,143 $1.6M Reduce -9.3%
ADP Automatic Data Processing 0.32% 5,172 $1.6M Reduce -1.2%
DFEM Dimensional Emrg MRKT Core 0.30% 50,474 $1.5M Add +5.9%
ACN Accenture PLC Class A 0.30% 4,961 $1.5M Add +23.3%
EME Emcor Group Inc. 0.28% 2,638 $1.4M Add +77.6%
POWL Powell Industries Inc. 0.28% 6,546 $1.4M Add +137.5%
MUB iShares National Muni Bond E 0.27% 12,913 $1.3M Reduce -23.7%
CSCO Cisco Systems Inc. 0.26% 18,241 $1.3M Reduce -0.4%
ISRG Intuitive Surgical Inc. 0.25% 2,263 $1.2M Add +0.4%
GS Goldman Sachs Group Inc. 0.23% 1,587 $1.1M No change
SLYV SS SPDR S&P 600 SC Val ETF 0.23% 14,000 $1.1M No change
VXUS Vanguard Total Intl Stock 0.21% 15,411 $1.1M Add +7.2%
ILCB iShares Morningstar U.S. Equ 0.21% 12,260 $1.1M No change
LOW Lowe's Cos Inc. 0.20% 4,537 $1.0M No change
VYM Vanguard High DVD Yield ETF 0.20% 7,359 $981K No change
JNJ Johnson & Johnson 0.19% 6,223 $951K Add +0.3%
VZ Verizon Communications Inc. 0.18% 20,760 $898K Add +0.7%
QQQ Invesco QQQ Trust Series 1 0.17% 1,493 $823K No change
IMCB iShares Morningstar Mid-Cap 0.16% 10,200 $813K No change
EMR Emerson Electric Co. 0.16% 6,083 $811K No change
VCIT Vanguard Int-Term Corporate 0.15% 9,248 $767K Add +6.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.15% 5,836 $724K Reduce -0.8%
VSS Vanguard Ftse All Wo X-US SC 0.14% 5,284 $710K No change
PG The Procter & Gamble Co. 0.14% 4,313 $687K Reduce -3.6%
SCHH Schwab US REIT ETF 0.13% 29,789 $630K Add +4.5%
IWF iShares Russell 1000 Growth 0.13% 1,465 $622K No change
EPD Enterprise Products Partners 0.13% 20,054 $622K No change
MMS Maximus Inc. 0.12% 8,556 $601K No change
AEP American Electric Power 0.12% 5,700 $591K No change
IWP iShares Russell Mid-Cap Grow 0.12% 4,249 $589K No change
SCHZ Schwab US Aggregate Bond ETF 0.12% 25,066 $583K Reduce -2.5%
DFAT Dimensional US Target Value 0.11% 10,305 $556K No change
BKNG Booking Holdings Inc. 0.11% 90 $521K No change
RAL Ralliant Corp. 0.10% 9,881 $520K Reduce -20.5%
BUI Blckrck Util Infra & PWR Opp filed as BLACKROCK UTILS INFRASTRUCTU 0.10% 18,580 $478K Reduce -27.1%
LMT Lockheed Martin Corp. 0.09% 996 $461K Reduce -0.3%
USHY iShares Broad Usd High Yield 0.09% 12,201 $458K Add +122.3%
DFUV Dimensional US Marketwide Va 0.09% 10,742 $454K No change
PAA Plains All Amer Pipeline LP 0.09% 24,400 $447K No change
SPYM Ste STR SPDR PT S&P 500 ETF 0.09% 5,954 $433K No change
SCHM Schwab US Mid Cap ETF 0.08% 14,900 $418K No change
IT Gartner Inc. 0.08% 1,031 $417K No change
MRK Merck & Co. Inc. 0.08% 5,209 $412K No change
NTRS Northern Trust Corp. 0.08% 3,224 $409K Reduce -0.3%
GLD SPDR Gold Shares 0.08% 1,340 $408K No change
VGT Vanguard Info Tech ETF 0.08% 600 $398K No change
FNF Fidelity National Financial 0.08% 7,091 $398K No change
EW Edwards Lifesciences Corp. 0.08% 5,040 $394K No change
TEX Terex Corp. 0.08% 8,356 $390K No change
IJT iShares S&P Small-Cap 600 GR 0.08% 2,834 $377K Add +0.0%
VIG Vanguard Dividend Apprec ETF 0.08% 1,834 $375K No change
SCHP Schwab U.S. Tips ETF 0.08% 14,003 $374K Add +35.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 1,224 $361K No change
CVX Chevron Corp. 0.07% 2,444 $350K Add +5.5%
TRV The Travelers Cos Inc. 0.07% 1,254 $335K No change
PSX Phillips 66 0.07% 2,772 $331K No change
XOM Exxon Mobil Corp. 0.07% 3,038 $327K Reduce -3.4%
SPDW Ste STR SPDR PT DW Eu ETF 0.07% 8,012 $324K No change
APD Air Products & Chemicals Inc. 0.06% 1,120 $316K No change
PH Parker Hannifin Corp. 0.06% 447 $312K No change
MPWR Monolithic Power Systems Inc. 0.06% 415 $304K Reduce -0.2%
UPS United Parcel Service Class B 0.06% 3,000 $303K No change
MMM 3M Co. 0.06% 1,986 $302K No change
SYY Sysco Corp. 0.06% 3,928 $298K No change
DFAU Dimensional US Core Equity M 0.06% 6,744 $286K No change
MCHP Microchip Technology Inc. 0.06% 4,044 $285K New
PPG PPG Industries Inc. 0.06% 2,490 $283K No change
KO The Coca-Cola Co. 0.06% 3,961 $280K Add +1.8%
WEC WEC Energy Group Inc. 0.06% 2,649 $276K Add +3.8%
VCSH Vanguard S/T Corp. Bond ETF 0.05% 3,385 $269K Add +8.1%
IEUR iShares Core MSCI Europe ETF 0.05% 3,958 $262K Reduce -26.4%
STIP iShares 0-5 Year Tips Bond E 0.05% 2,519 $259K No change
SBUX Starbucks Corp. 0.05% 2,829 $259K Reduce -0.4%
SO The Southern Co. 0.05% 2,756 $253K Add +12.9%
USB US Bancorp 0.05% 5,565 $252K Reduce -0.8%
DUK Duke Energy Corp. 0.05% 2,105 $248K Add +5.7%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.05% 1,251 $244K No change
COP Conocophillips 0.05% 2,712 $243K No change
AVDV Avantis Intl S/C Value ETF 0.05% 2,999 $238K New
SUN Sunoco LP 0.05% 4,384 $235K No change
IXUS iShares Core Intl Stock ETF 0.05% 2,993 $231K New
VLTO Veralto Corp. 0.05% 2,278 $230K Reduce -1.3%
TSLA Tesla Inc. 0.05% 723 $230K New
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.05% 2,329 $225K No change
ALL Allstate Corp. 0.05% 1,112 $224K No change
NSC Norfolk Southern Corp. 0.04% 869 $222K No change
DFSV Dimensional US Small Cap Val 0.04% 7,547 $222K Reduce -83.5%
CEG Constellation Energy 0.04% 674 $218K New
COF Capital One Financial Corp. 0.04% 1,019 $217K New
SCHE Schwab Emrg Mrkts Eqty ETF 0.04% 7,037 $212K New
SRLN SS Blackstone Sr Loan ETF 0.04% 4,947 $206K New
DFIV Dimensional International Va 0.04% 4,731 $203K New
IWM iShares Russell 2000 ETF 0.04% 927 $200K New
F Ford Motor Co. filed as FORD MTR CO 0.04% 18,368 $199K No change
ETJ Eaton Vance RSK-MGD Divers 0.03% 16,170 $146K No change
AGNC AGNC Investment Corp. 0.02% 11,300 $104K New
GUT Gabelli Utility Trust 0.01% 10,000 $58K No change

Portfolio Sells Q1 2025 → Q2 2025
AAPL Apple Inc. Reduce -2.9% 3.67% −0.84
FISV Fiserv Inc. Reduce -0.5% 1.79% −0.75
AFL Aflac Inc. Reduce -0.1% 1.74% −0.29
DFSV Dimensional US Small Cap Val Reduce -83.5% 0.04% −0.24
V Visa Inc. Class A Reduce -0.7% 2.49% −0.24
FTV Fortive Corp. Reduce -7.7% 0.38% −0.23
MUB iShares National Muni Bond E Reduce -23.7% 0.27% −0.13
CTAS Cintas Corp. Reduce -1.9% 2.17% −0.08
ADBE Adobe Inc. Reduce -9.3% 0.32% −0.07
LLY Eli Lilly & Co. Reduce -0.1% 0.37% −0.06
DFNM Dimensional National Muni BD Reduce -2.6% 0.43% −0.06
WELL Welltower Inc. Reduce -0.6% 0.51% −0.05
RAL Ralliant Corp. Reduce -20.5% 0.10% −0.04
MA Mastercard Inc. Class A Reduce -0.3% 0.47% −0.04
ADP Automatic Data Processing Reduce -1.2% 0.32% −0.03
BUI Blckrck Util Infra & PWR Opp Reduce -27.1% 0.10% −0.03
PG The Procter & Gamble Co. Reduce -3.6% 0.14% −0.03
CTSH Cognizant Tech Solutions-A Reduce -0.1% 0.35% −0.03
IEUR iShares Core MSCI Europe ETF Reduce -26.4% 0.05% −0.02
XOM Exxon Mobil Corp. Reduce -3.4% 0.07% −0.02
SCHZ Schwab US Aggregate Bond ETF Reduce -2.5% 0.12% −0.01
SBUX Starbucks Corp. Reduce -0.4% 0.05% −0.01
FTNT Fortinet Inc. Reduce -0.0% 1.45% −0.01
VWO Vanguard Ftse Emerging Marke Reduce -1.0% 0.35% −0.01
LMT Lockheed Martin Corp. Reduce -0.3% 0.09% −0.01
VLTO Veralto Corp. Reduce -1.3% 0.05% −0.00
USB US Bancorp Reduce -0.8% 0.05% −0.00
IVV iShares Core S&P 500 ETF Reduce -0.1% 0.76% +0.00
CSCO Cisco Systems Inc. Reduce -0.4% 0.26% +0.00
MPWR Monolithic Power Systems Inc. Reduce -0.2% 0.06% +0.01
NTRS Northern Trust Corp. Reduce -0.3% 0.08% +0.01
DIS The Walt Disney Co. Reduce -0.8% 0.15% +0.02
VEA Vanguard Ftse Developed ETF Reduce -0.3% 1.50% +0.02
GOOG Alphabet Inc. Class C Reduce -0.3% 0.88% +0.02
GOOGL Alphabet Inc. Class A Reduce -1.4% 2.19% +0.04
AMZN Amazon.com Inc. Reduce -0.4% 2.88% +0.11
MSFT Microsoft Corp. Reduce -0.1% 2.55% +0.42
INTU Intuit Inc. Reduce -1.0% 3.31% +0.43

Portfolio Buys Q1 2025 → Q2 2025
AIT Applied Industrial Tech Inc. New 1.63% +1.63
NVDA Nvidia Corp. Add +1.6% 3.63% +0.93
VTI VG Morningstar TS MKT ETF-US Add +5.4% 7.45% +0.40
AVUV Avantis US Small Cap Value Add +41.9% 1.31% +0.33
PANW Palo Alto Networks Inc. Add +24.1% 0.74% +0.19
POWL Powell Industries Inc. Add +137.5% 0.28% +0.17
EME Emcor Group Inc. Add +77.6% 0.28% +0.16
META Meta Platforms Inc. Class A Add +31.9% 0.41% +0.14
VEEV Veeva Systems Inc. Class A Add +25.7% 0.48% +0.14
BND Vanguard Total Bond Market Add +20.7% 1.49% +0.13
SCHG Schwab US Large-Cap Growth Add +4.5% 1.30% +0.12
JPM JPMorgan Chase & Co. Add +0.5% 1.54% +0.11
TRMB Trimble Inc. Add +22.9% 0.47% +0.11
VPL Vanguard Ftse Pacific ETF Add +33.6% 0.37% +0.10
SCHF Schwab Intl Equity ETF Add +10.7% 0.84% +0.09
BLK BlackRock Inc. Add +14.8% 0.58% +0.08
VGK Vanguard Ftse Europe ETF Add +28.3% 0.33% +0.07
ASML ASML Holding NV-NY Reg SHS Add +4.7% 0.54% +0.07
MCHP Microchip Technology Inc. New 0.06% +0.06
CDNS Cadence Design SYS Inc. Add +0.9% 0.58% +0.06
CARR Carrier Global Corp. Add +9.2% 0.42% +0.05
AVDV Avantis Intl S/C Value ETF New 0.05% +0.05
USHY iShares Broad Usd High Yield Add +122.3% 0.09% +0.05
IXUS iShares Core Intl Stock ETF New 0.05% +0.05
SCHB Schwab US Broad Market ETF Add +2.0% 2.00% +0.05
TSLA Tesla Inc. New 0.05% +0.05
CEG Constellation Energy New 0.04% +0.04
COF Capital One Financial Corp. New 0.04% +0.04
SCHE Schwab Emrg Mrkts Eqty ETF New 0.04% +0.04
SRLN SS Blackstone Sr Loan ETF New 0.04% +0.04
DFIV Dimensional International Va New 0.04% +0.04
IWM iShares Russell 2000 ETF New 0.04% +0.04
RTX RTX Corp. Add +3.8% 1.12% +0.04
SCHD Schwab US DVD Equity ETF Add +24.2% 0.63% +0.04
DISV Dimensional International SM Add +8.5% 0.34% +0.03
DFEM Dimensional Emrg MRKT Core Add +5.9% 0.30% +0.02
AGNC AGNC Investment Corp. New 0.02% +0.02
ACN Accenture PLC Class A Add +23.3% 0.30% +0.02
VXUS Vanguard Total Intl Stock Add +7.2% 0.21% +0.02
SCHP Schwab U.S. Tips ETF Add +35.8% 0.08% +0.01
VTIP Vanguard Short-Term Tips Add +12.1% 0.50% +0.01
SCHA Schwab US Small-Cap ETF Add +3.6% 0.67% +0.01
SO The Southern Co. Add +12.9% 0.05% +0.00
SPY SS SPDR S&P 500 ETF Trust-US Add +0.0% 0.43% +0.00
ISRG Intuitive Surgical Inc. Add +0.4% 0.25% −0.00
VCSH Vanguard S/T Corp. Bond ETF Add +8.1% 0.05% −0.00
OTIS Otis Worldwide Corp. Add +14.7% 0.62% −0.00
IJT iShares S&P Small-Cap 600 GR Add +0.0% 0.08% −0.00
VCIT Vanguard Int-Term Corporate Add +6.7% 0.15% −0.00
DUK Duke Energy Corp. Add +5.7% 0.05% −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