Liberty Capital Management, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), Liberty Capital Management, Inc. reported 180 stock positions worth $537.0 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 7.6% of the portfolio, followed by Apple (AAPL, 4.4%) and Nvidia (NVDA, 3.8%). Compared with Q3 2025, it opened 5 new positions, sold out of 2, added to 52 and reduced 54. The biggest buy was Schwab US Broad Market ETF (SCHB, shares +5%) and the biggest sale Fiserv (FISV, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- BIRMINGHAM, MI
- CIK
- 0001366838
- Portfolio Value
- $537.0M (Q4 2025)
- SEC Filing
- 0001366838-26-000002 ↗ filed Jan 26, 2026
Holdings Value
Holdings 180 stocks · $537.0M
| VTI VG Morningstar TS MKT ETF-US | 7.58% | 121,479 | $40.7M | Reduce -1.6% |
| AAPL Apple Inc. | 4.42% | 87,347 | $23.7M | Reduce -0.4% |
| NVDA Nvidia Corp. | 3.81% | 109,715 | $20.5M | Reduce -2.9% |
| GOOGL Alphabet Inc. Class A | 3.53% | 60,497 | $18.9M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 2.79% | 64,838 | $15.0M | Add +0.1% |
| COST Costco Wholesale Corp. | 2.54% | 15,798 | $13.6M | Reduce -0.4% |
| INTU Intuit Inc. | 2.52% | 20,419 | $13.5M | Reduce -2.2% |
| V Visa Inc. Class A | 2.26% | 34,533 | $12.1M | Add +0.3% |
| SCHB Schwab US Broad Market ETF | 2.18% | 445,949 | $11.7M | Add +4.7% |
| MSFT Microsoft Corp. | 2.18% | 24,162 | $11.7M | Reduce -3.6% |
| BND Vanguard Total Bond Market | 1.83% | 132,938 | $9.8M | Add +5.1% |
| TMO Thermo Fisher Scientific Inc. | 1.83% | 16,951 | $9.8M | No change |
| ABBV Abbvie Inc. | 1.79% | 41,980 | $9.6M | Add +0.3% |
| AFL Aflac Inc. | 1.68% | 81,747 | $9.0M | Add +0.2% |
| CTAS Cintas Corp. | 1.67% | 47,555 | $8.9M | Add +0.1% |
| AIT Applied Industrial Tech Inc. | 1.66% | 34,668 | $8.9M | No change |
| JPM JPMorgan Chase & Co. | 1.60% | 26,590 | $8.6M | Add +0.6% |
| MUB iShares National Muni Bond E | 1.57% | 78,905 | $8.5M | Add +0.8% |
| VEA Vanguard Ftse Developed ETF | 1.54% | 131,987 | $8.2M | Add +3.0% |
| HD Home Depot Inc. | 1.50% | 23,337 | $8.0M | Reduce -0.0% |
| AVUV Avantis US Small Cap Value | 1.48% | 77,716 | $7.9M | Add +0.8% |
| GOOG Alphabet Inc. Class C | 1.41% | 24,152 | $7.6M | Reduce -0.8% |
| DHR Danaher Corp. | 1.41% | 33,055 | $7.6M | Reduce -0.0% |
| SCHG Schwab US Large-Cap Growth | 1.39% | 229,546 | $7.5M | Add +1.4% |
| RTX RTX Corp. | 1.30% | 38,168 | $7.0M | Add +0.5% |
| ABT Abbott Laboratories | 1.14% | 48,764 | $6.1M | Add +1.6% |
| ECL Ecolab Inc. | 1.12% | 22,936 | $6.0M | Add +3.1% |
| MCD McDonald's Corp. | 1.11% | 19,426 | $5.9M | Add +0.2% |
| ITW Illinois Tool Works | 1.02% | 22,247 | $5.5M | No change |
| FTNT Fortinet Inc. | 1.01% | 68,590 | $5.4M | Add +0.5% |
| UNH Unitedhealth Group Inc. | 0.98% | 16,016 | $5.3M | Add +1.8% |
| SCHF Schwab Intl Equity ETF | 0.98% | 218,914 | $5.3M | Add +5.7% |
| CB Chubb Ltd. | 0.97% | 16,707 | $5.2M | Reduce -0.4% |
| FAST Fastenal Co. | 0.92% | 123,080 | $4.9M | No change |
| SYK Stryker Corp. | 0.85% | 13,026 | $4.6M | Reduce -5.1% |
| IVV iShares Core S&P 500 ETF | 0.77% | 6,050 | $4.1M | Reduce -2.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.77% | 3,870 | $4.1M | Add +3.3% |
| PKG Packaging Corp. of America | 0.77% | 19,960 | $4.1M | No change |
| AMT American Tower Corp. | 0.76% | 23,320 | $4.1M | Add +1.2% |
| SCHA Schwab US Small-Cap ETF | 0.72% | 136,577 | $3.9M | Add +1.8% |
| IJS iShares S&P Small-Cap 600 Va | 0.70% | 33,143 | $3.8M | No change |
| CHD Church & Dwight Co. Inc. | 0.69% | 44,420 | $3.7M | Reduce -0.9% |
| SCHD Schwab US DVD Equity ETF | 0.69% | 134,833 | $3.7M | Add +11.8% |
| PANW Palo Alto Networks Inc. | 0.68% | 19,704 | $3.6M | Add +3.5% |
| FISV Fiserv Inc. | 0.60% | 47,615 | $3.2M | Reduce -6.8% |
| BLK BlackRock Inc. | 0.59% | 2,973 | $3.2M | Add +6.6% |
| PFF iShares Preferred & Income S | 0.58% | 100,030 | $3.1M | Reduce -0.1% |
| VTIP Vanguard Short-Term Tips | 0.57% | 61,721 | $3.1M | Add +1.9% |
| TSCO Tractor Supply Company | 0.57% | 60,910 | $3.0M | Add +2.4% |
| WELL Welltower Inc. | 0.56% | 16,257 | $3.0M | No change |
| OTIS Otis Worldwide Corp. | 0.55% | 34,094 | $3.0M | Add +0.8% |
| CDNS Cadence Design SYS Inc. | 0.55% | 9,405 | $2.9M | Add +0.8% |
| VNQ Vanguard Real Estate ETF | 0.54% | 32,762 | $2.9M | Reduce -6.8% |
| DFAC Dimensional US Core Equity 2 | 0.53% | 72,322 | $2.9M | No change |
| TRMB Trimble Inc. | 0.53% | 36,063 | $2.8M | Add +12.1% |
| PGR Progressive Corp. | 0.50% | 11,837 | $2.7M | No change |
| ULTA Ulta Beauty Inc. | 0.49% | 4,388 | $2.7M | Reduce -0.2% |
| POWL Powell Industries Inc. | 0.48% | 8,094 | $2.6M | Add +4.0% |
| LLY Eli Lilly & Co. | 0.48% | 2,378 | $2.6M | No change |
| WMT Walmart Inc. | 0.46% | 22,165 | $2.5M | Reduce -0.8% |
| ICE Intercontinental Exchange Inc. | 0.45% | 14,930 | $2.4M | No change |
| EME Emcor Group Inc. | 0.45% | 3,952 | $2.4M | Add +5.6% |
| MA Mastercard Inc. Class A | 0.43% | 4,088 | $2.3M | Reduce -0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.43% | 3,413 | $2.3M | Reduce -0.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.42% | 45,346 | $2.3M | Add +14.0% |
| META Meta Platforms Inc. Class A | 0.42% | 3,380 | $2.2M | Add +7.0% |
| VPL Vanguard Ftse Pacific ETF | 0.41% | 24,408 | $2.2M | Reduce -1.5% |
| VEEV Veeva Systems Inc. Class A | 0.41% | 9,818 | $2.2M | Add +13.0% |
| NEE Nextera Energy Inc. | 0.39% | 26,333 | $2.1M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.39% | 4,163 | $2.1M | Reduce -1.1% |
| VGK Vanguard Ftse Europe ETF | 0.38% | 24,444 | $2.0M | Reduce -0.4% |
| STZ Constellation Brands Inc. Class A | 0.38% | 14,727 | $2.0M | Reduce -8.6% |
| DISV Dimensional International SM | 0.38% | 53,320 | $2.0M | Reduce -6.2% |
| DFAX Dimensional World Ex US Core | 0.37% | 60,457 | $2.0M | No change |
| CARR Carrier Global Corp. | 0.35% | 35,176 | $1.9M | Add +2.3% |
| CTSH Cognizant Tech Solutions-A | 0.34% | 22,145 | $1.8M | No change |
| DFEM Dimensional Emrg MRKT Core | 0.34% | 55,216 | $1.8M | Add +1.3% |
| VWO Vanguard Ftse Emerging Marke | 0.34% | 33,477 | $1.8M | Add +1.9% |
| ADBE Adobe Inc. | 0.32% | 4,940 | $1.7M | Reduce -1.0% |
| PEP Pepsico Inc. | 0.29% | 11,035 | $1.6M | Reduce -13.3% |
| CSCO Cisco Systems Inc. | 0.29% | 20,130 | $1.6M | Reduce -0.5% |
| GS Goldman Sachs Group Inc. | 0.26% | 1,587 | $1.4M | No change |
| FTV Fortive Corp. | 0.25% | 24,432 | $1.3M | Reduce -2.3% |
| VYM Vanguard High DVD Yield ETF | 0.25% | 9,333 | $1.3M | Reduce -1.0% |
| ADP Automatic Data Processing | 0.25% | 5,156 | $1.3M | No change |
| ISRG Intuitive Surgical Inc. | 0.24% | 2,275 | $1.3M | No change |
| JNJ Johnson & Johnson | 0.24% | 6,223 | $1.3M | No change |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.24% | 14,000 | $1.3M | No change |
| MPWR Monolithic Power Systems Inc. | 0.23% | 1,343 | $1.2M | Add +13.6% |
| ILCB iShares Morningstar U.S. Equ | 0.22% | 12,260 | $1.2M | No change |
| NFLX Netflix Inc. | 0.21% | 12,141 | $1.1M | Add +27.9% |
| LOW Lowe's Cos Inc. | 0.20% | 4,452 | $1.1M | No change |
| VXUS Vanguard Total Intl Stock | 0.19% | 13,173 | $994K | Reduce -34.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 1,555 | $955K | Reduce -1.6% |
| AVDV Avantis Intl S/C Value ETF | 0.18% | 10,004 | $940K | Add +150.8% |
| IWF iShares Russell 1000 Growth | 0.16% | 1,833 | $868K | Add +69.7% |
| VCIT Vanguard Int-Term Corporate | 0.16% | 10,327 | $865K | Add +12.8% |
| VZ Verizon Communications Inc. | 0.16% | 20,760 | $846K | No change |
| IMCB iShares Morningstar Mid-Cap | 0.16% | 10,200 | $844K | No change |
| EMR Emerson Electric Co. | 0.15% | 6,233 | $827K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| FISV Fiserv Inc. | Reduce -6.8% | 0.60% | −0.64 |
| HD Home Depot Inc. | Reduce -0.0% | 1.50% | −0.29 |
| MSFT Microsoft Corp. | Reduce -3.6% | 2.18% | −0.27 |
| COST Costco Wholesale Corp. | Reduce -0.4% | 2.54% | −0.23 |
| INTU Intuit Inc. | Reduce -2.2% | 2.52% | −0.16 |
| NVDA Nvidia Corp. | Reduce -2.9% | 3.81% | −0.16 |
| SYK Stryker Corp. | Reduce -5.1% | 0.85% | −0.10 |
| VXUS Vanguard Total Intl Stock | Reduce -34.4% | 0.19% | −0.09 |
| VNQ Vanguard Real Estate ETF | Reduce -6.8% | 0.54% | −0.07 |
| PPG PPG Industries Inc. | Sold out | 0.00% | −0.05 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.05 |
| CHD Church & Dwight Co. Inc. | Reduce -0.9% | 0.69% | −0.05 |
| PEP Pepsico Inc. | Reduce -13.3% | 0.29% | −0.04 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.6% | 7.58% | −0.04 |
| STZ Constellation Brands Inc. Class A | Reduce -8.6% | 0.38% | −0.03 |
| BUI Blckrck Util Infra & PWR Opp | Reduce -29.6% | 0.06% | −0.03 |
| MMS Maximus Inc. | Reduce -10.5% | 0.12% | −0.02 |
| VGT Vanguard Info Tech ETF | Reduce -19.5% | 0.08% | −0.02 |
| DIS The Walt Disney Co. | Reduce -14.7% | 0.11% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -6.3% | 0.13% | −0.02 |
| PFF iShares Preferred & Income S | Reduce -0.1% | 0.58% | −0.02 |
| WEC WEC Energy Group Inc. | Reduce -18.9% | 0.04% | −0.01 |
| ADBE Adobe Inc. | Reduce -1.0% | 0.32% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.1% | 0.39% | −0.01 |
| APD Air Products & Chemicals Inc. | Reduce -3.6% | 0.05% | −0.01 |
| DFAE Dimensional Emerging Core Eq | Reduce -14.6% | 0.05% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -2.1% | 0.77% | −0.01 |
| VLTO Veralto Corp. | Reduce -8.0% | 0.04% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -0.4% | 0.43% | −0.00 |
| UPS United Parcel Service Class B | Reduce -23.3% | 0.04% | −0.00 |
| SO The Southern Co. | Reduce -0.4% | 0.04% | −0.00 |
| DISV Dimensional International SM | Reduce -6.2% | 0.38% | −0.00 |
| ETJ Eaton Vance RSK-MGD Divers | Reduce -12.4% | 0.02% | −0.00 |
| RAL Ralliant Corp. | Reduce -21.3% | 0.04% | −0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -2.4% | 0.05% | −0.00 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -0.1% | 0.10% | −0.00 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -0.3% | 0.14% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.6% | 0.18% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Reduce -1.0% | 0.25% | −0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.9% | 0.05% | −0.00 |
| VPL Vanguard Ftse Pacific ETF | Reduce -1.5% | 0.41% | +0.00 |
| KO The Coca-Cola Co. | Reduce -1.0% | 0.06% | +0.00 |
| F Ford Motor Co. | Reduce -1.4% | 0.04% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.2% | 0.43% | +0.00 |
| VGK Vanguard Ftse Europe ETF | Reduce -0.4% | 0.38% | +0.01 |
| MRK Merck & Co. Inc. | Reduce -6.3% | 0.10% | +0.01 |
| NEE Nextera Energy Inc. | Reduce -0.6% | 0.39% | +0.02 |
| FTV Fortive Corp. | Reduce -2.3% | 0.25% | +0.02 |
| WMT Walmart Inc. | Reduce -0.8% | 0.46% | +0.03 |
| CSCO Cisco Systems Inc. | Reduce -0.5% | 0.29% | +0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| SCHB Schwab US Broad Market ETF | Add +4.7% | 2.18% | +0.12 |
| AMZN Amazon.com Inc. | Add +0.1% | 2.79% | +0.11 |
| AVDV Avantis Intl S/C Value ETF | Add +150.8% | 0.18% | +0.11 |
| RTX RTX Corp. | Add +0.5% | 1.30% | +0.11 |
| IJH iShares Core S&P Midcap ETF | New | 0.10% | +0.10 |
| VEA Vanguard Ftse Developed ETF | Add +3.0% | 1.54% | +0.09 |
| ASML ASML Holding NV-NY Reg SHS | Add +3.3% | 0.77% | +0.09 |
| SCHF Schwab Intl Equity ETF | Add +5.7% | 0.98% | +0.07 |
| SCHD Schwab US DVD Equity ETF | Add +11.8% | 0.69% | +0.07 |
| IWF iShares Russell 1000 Growth | Add +69.7% | 0.16% | +0.07 |
| BND Vanguard Total Bond Market | Add +5.1% | 1.83% | +0.06 |
| IWM iShares Russell 2000 ETF | Add +133.1% | 0.10% | +0.06 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +14.0% | 0.42% | +0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.04% | +0.04 |
| V Visa Inc. Class A | Add +0.3% | 2.26% | +0.04 |
| CMA Comerica Inc. | New | 0.04% | +0.04 |
| USB US Bancorp | New | 0.04% | +0.04 |
| NVS Novartis AG-Sponsored ADR | New | 0.04% | +0.04 |
| SCHG Schwab US Large-Cap Growth | Add +1.4% | 1.39% | +0.04 |
| POWL Powell Industries Inc. | Add +4.0% | 0.48% | +0.03 |
| TRMB Trimble Inc. | Add +12.1% | 0.53% | +0.03 |
| IWP iShares Russell Mid-Cap Grow | Add +34.1% | 0.14% | +0.03 |
| AVUV Avantis US Small Cap Value | Add +0.8% | 1.48% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +0.6% | 1.60% | +0.03 |
| MPWR Monolithic Power Systems Inc. | Add +13.6% | 0.23% | +0.02 |
| APO Apollo Global Management Inc. | Add +14.1% | 0.11% | +0.02 |
| SCHA Schwab US Small-Cap ETF | Add +1.8% | 0.72% | +0.02 |
| VCIT Vanguard Int-Term Corporate | Add +12.8% | 0.16% | +0.02 |
| DFSV Dimensional US Small Cap Val | Add +22.6% | 0.06% | +0.01 |
| GLD SPDR Gold Shares | Add +1.9% | 0.12% | +0.01 |
| DFEM Dimensional Emrg MRKT Core | Add +1.3% | 0.34% | +0.01 |
| SCHH Schwab US REIT ETF | Add +13.3% | 0.14% | +0.01 |
| MUB iShares National Muni Bond E | Add +0.8% | 1.57% | +0.01 |
| IXUS iShares Core Intl Stock ETF | Add +0.8% | 0.05% | +0.00 |
| SRLN SS Blackstone Sr Loan ETF | Add +2.6% | 0.04% | +0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +1.9% | 0.34% | 0.00 |
| IJT iShares S&P Small-Cap 600 GR | Add +0.0% | 0.07% | −0.00 |
| NFLX Netflix Inc. | Add +27.9% | 0.21% | −0.00 |
| MCD McDonald's Corp. | Add +0.2% | 1.11% | −0.00 |
| EME Emcor Group Inc. | Add +5.6% | 0.45% | −0.01 |
| VTIP Vanguard Short-Term Tips | Add +1.9% | 0.57% | −0.01 |
| BLK BlackRock Inc. | Add +6.6% | 0.59% | −0.02 |
| META Meta Platforms Inc. Class A | Add +7.0% | 0.42% | −0.02 |
| ECL Ecolab Inc. | Add +3.1% | 1.12% | −0.03 |
| OTIS Otis Worldwide Corp. | Add +0.8% | 0.55% | −0.03 |
| AFL Aflac Inc. | Add +0.2% | 1.68% | −0.04 |
| ABBV Abbvie Inc. | Add +0.3% | 1.79% | −0.04 |
| UNH Unitedhealth Group Inc. | Add +1.8% | 0.98% | −0.04 |
| CARR Carrier Global Corp. | Add +2.3% | 0.35% | −0.04 |
| PANW Palo Alto Networks Inc. | Add +3.5% | 0.68% | −0.05 |
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 |