Liberty Capital Management, Inc.

CIK 0001366838 • 5 13F filings • Apr 16, 2025 – Jul 17, 2026

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Filer information

Filed by: Liberty Capital Management, Inc., President & CEO
Address: 401 SOUTH OLD WOODWARD, SUITE 430, BIRMINGHAM, MI, 48009
Phone: 248 258-9290
AUM: $537.0M

AUM over time

$581.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $537.0M179 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$318K	0.1%Prev: 0.1%	1,986 SH	Increased
ABBOTT LABS	COM	$6.1M	1.1%Prev: 1.2%	48,764 SH	Decreased+746 SH
ABBVIE INC	COM	$9.6M	1.8%Prev: 1.8%	41,980 SH	Decreased+133 SH
ADOBE INC	COM	$1.7M	0.3%Prev: 0.3%	4,940 SH	Decreased-50 SH
AFLAC INC	COM	$9.0M	1.7%Prev: 1.7%	81,747 SH	Decreased+198 SH
AGNC INVT CORP	COM	$121K	0.0%Prev: 0.0%	11,300 SH	Increased
AIR PRODS & CHEMS INC	COM	$267K	0.0%Prev: 0.1%	1,080 SH	Decreased-40 SH
ALLSTATE CORP	COM	$231K	0.0%Prev: 0.0%	1,112 SH	Decreased
ALPHABET INC	CAP STK CL A	$18.9M	3.5%Prev: 2.8%	60,497 SH	Increased-495 SH
ALPHABET INC	CAP STK CL C	$7.6M	1.4%Prev: 1.1%	24,152 SH	Increased-200 SH
AMAZON COM INC	COM	$15.0M	2.8%Prev: 2.7%	64,838 SH	Increased+38 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$940K	0.2%Prev: 0.1%	10,004 SH	Increased+6,015 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$7.9M	1.5%Prev: 1.4%	77,716 SH	Increased+588 SH
AMERICAN ELEC PWR CO INC	COM	$657K	0.1%Prev: 0.1%	5,700 SH	Increased
AMERICAN TOWER CORP NEW	COM	$4.1M	0.8%Prev: 0.8%	23,320 SH	Decreased+272 SH
APOLLO GLOBAL MGMT INC	COM	$582K	0.1%Prev: 0.1%	4,018 SH	Increased+497 SH
APPLE INC	COM	$23.7M	4.4%Prev: 4.2%	87,347 SH	Increased-359 SH
APPLIED INDL TECHNOLOGIES IN	COM	$8.9M	1.7%Prev: 1.7%	34,668 SH	Decreased
ASML HOLDING N V	N Y REGISTRY SHS	$4.1M	0.8%Prev: 0.7%	3,870 SH	Increased+124 SH
AUTOMATIC DATA PROCESSING IN	COM	$1.3M	0.2%Prev: 0.3%	5,156 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.1M	0.4%Prev: 0.4%	4,163 SH	Decreased-47 SH
BLACKROCK INC	COM	$3.2M	0.6%Prev: 0.6%	2,973 SH	Decreased+183 SH
BLACKROCK UTILS INFRASTRUCTU	COM	$336K	0.1%Prev: 0.1%	13,080 SH	Decreased-5,500 SH
BOOKING HOLDINGS INC	COM	$461K	0.1%Prev: 0.1%	86 SH	Decreased
BROADCOM INC	COM	$221K	0.0%Prev: 0.0%	638 SH	Increased
CADENCE DESIGN SYSTEM INC	COM	$2.9M	0.5%Prev: 0.6%	9,405 SH	Decreased+77 SH
CAPITAL ONE FINL CORP	COM	$247K	0.0%Prev: 0.0%	1,019 SH	Increased
CARRIER GLOBAL CORPORATION	COM	$1.9M	0.3%Prev: 0.4%	35,176 SH	Decreased+780 SH
CHEVRON CORP NEW	COM	$372K	0.1%Prev: 0.1%	2,444 SH	Decreased
CHUBB LIMITED	COM	$5.2M	1.0%Prev: 0.9%	16,707 SH	Increased-70 SH
CHURCH & DWIGHT CO INC	COM	$3.7M	0.7%Prev: 0.7%	44,420 SH	Decreased-400 SH
CINTAS CORP	COM	$8.9M	1.7%Prev: 1.8%	47,555 SH	Decreased+69 SH
CISCO SYS INC	COM	$1.6M	0.3%Prev: 0.3%	20,130 SH	Increased-100 SH
COCA COLA CO	COM	$302K	0.1%Prev: 0.1%	4,317 SH	Increased-44 SH
COGNIZANT TECHNOLOGY SOLUTIO	CL A	$1.8M	0.3%Prev: 0.3%	22,145 SH	Increased
COMERICA INC	COM	$209K	0.0%	2,400 SH	New
CONOCOPHILLIPS	COM	$254K	0.0%Prev: 0.0%	2,712 SH	Decreased
CONSTELLATION BRANDS INC	CL A	$2.0M	0.4%Prev: 0.4%	14,727 SH	Decreased-1,380 SH
CONSTELLATION ENERGY CORP	COM	$238K	0.0%Prev: 0.0%	674 SH	Increased
COSTCO WHSL CORP NEW	COM	$13.6M	2.5%Prev: 2.8%	15,798 SH	Decreased-61 SH
DANAHER CORPORATION	COM	$7.6M	1.4%Prev: 1.2%	33,055 SH	Increased-8 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$1.8M	0.3%Prev: 0.3%	55,216 SH	Increased+714 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$272K	0.1%Prev: 0.1%	8,356 SH	Decreased-1,430 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$236K	0.0%Prev: 0.0%	4,731 SH	Increased
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$2.0M	0.4%Prev: 0.4%	53,320 SH	Decreased-3,494 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$316K	0.1%Prev: 0.1%	6,744 SH	Increased
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$2.9M	0.5%Prev: 0.5%	72,322 SH	Increased
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$500K	0.1%Prev: 0.1%	10,742 SH	Increased
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$347K	0.1%Prev: 0.1%	10,539 SH	Increased+1,939 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$614K	0.1%Prev: 0.1%	10,305 SH	Increased
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$2.0M	0.4%Prev: 0.4%	60,457 SH	Increased
DISNEY WALT CO	COM	$566K	0.1%Prev: 0.1%	4,976 SH	Decreased-860 SH
DUKE ENERGY CORP NEW	COM NEW	$247K	0.0%Prev: 0.0%	2,105 SH	Decreased
EATON VANCE RISK-MANAGED DIV	COM	$125K	0.0%Prev: 0.0%	14,170 SH	Decreased-2,000 SH
ECOLAB INC	COM	$6.0M	1.1%Prev: 1.1%	22,936 SH	Decreased+687 SH
EDWARDS LIFESCIENCES CORP	COM	$430K	0.1%Prev: 0.1%	5,040 SH	Increased
ELI LILLY & CO	COM	$2.6M	0.5%Prev: 0.3%	2,378 SH	Increased
EMCOR GROUP INC	COM	$2.4M	0.5%Prev: 0.5%	3,952 SH	Decreased+211 SH
EMERSON ELEC CO	COM	$827K	0.2%Prev: 0.2%	6,233 SH	Increased
ENTERPRISE PRODS PARTNERS L	COM	$643K	0.1%Prev: 0.1%	20,054 SH	Increased
EXXON MOBIL CORP	COM	$366K	0.1%Prev: 0.1%	3,038 SH	Increased
FASTENAL CO	COM	$4.9M	0.9%Prev: 1.1%	123,080 SH	Decreased
FIDELITY NATIONAL FINANCIAL	COM SHS	$387K	0.1%Prev: 0.1%	7,091 SH	Decreased
FISERV INC	COM	$3.2M	0.6%Prev: 1.2%	47,615 SH	Decreased-3,500 SH
FORD MTR CO	COM	$241K	0.0%Prev: 0.0%	18,368 SH	Increased-258 SH
FORTINET INC	COM	$5.4M	1.0%Prev: 1.1%	68,590 SH	Decreased+356 SH
FORTIVE CORP	COM	$1.3M	0.3%Prev: 0.2%	24,432 SH	Increased-571 SH
GABELLI UTIL TR	COM	$60K	0.0%Prev: 0.0%	10,000 SH	Decreased
GARTNER INC	COM	$240K	0.0%Prev: 0.0%	951 SH	Decreased
GOLDMAN SACHS GROUP INC	COM	$1.4M	0.3%Prev: 0.2%	1,587 SH	Increased
HOME DEPOT INC	COM	$8.0M	1.5%Prev: 1.8%	23,337 SH	Decreased-10 SH
ILLINOIS TOOL WKS INC	COM	$5.5M	1.0%Prev: 1.1%	22,247 SH	Decreased
INTERCONTINENTAL EXCHANGE IN	COM	$2.4M	0.5%Prev: 0.5%	14,930 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$363K	0.1%Prev: 0.1%	1,224 SH	Increased
INTUIT	COM	$13.5M	2.5%Prev: 2.7%	20,419 SH	Decreased-451 SH
INTUITIVE SURGICAL INC	COM NEW	$1.3M	0.2%Prev: 0.2%	2,275 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$955K	0.2%Prev: 0.2%	1,555 SH	Increased-26 SH
ISHARES TR	0-5 YR TIPS ETF	$258K	0.0%Prev: 0.0%	2,519 SH	Decreased
ISHARES TR	0-5YR HI YL CP	$299K	0.1%Prev: 0.1%	6,965 SH	Decreased
ISHARES TR	BROAD USD HIGH	$569K	0.1%Prev: 0.1%	15,203 SH	Decreased
ISHARES TR	CORE MSCI EURO	$281K	0.1%Prev: 0.1%	3,958 SH	Increased
ISHARES TR	CORE MSCI TOTAL	$255K	0.0%Prev: 0.0%	3,016 SH	Increased+23 SH
ISHARES TR	CORE S&P MCP ETF	$517K	0.1%	7,833 SH	New
ISHARES TR	CORE S&P500 ETF	$4.1M	0.8%Prev: 0.8%	6,050 SH	Increased-131 SH
ISHARES TR	MORNINGSTR US EQ	$1.2M	0.2%Prev: 0.2%	12,260 SH	Increased
ISHARES TR	MRGSTR MD CP ETF	$844K	0.2%Prev: 0.2%	10,200 SH	Decreased
ISHARES TR	NATIONAL MUN ETF	$8.5M	1.6%Prev: 1.6%	78,905 SH	Increased+646 SH
ISHARES TR	PFD AND INCM SEC	$3.1M	0.6%Prev: 0.6%	100,030 SH	Decreased-117 SH
ISHARES TR	RUS 1000 GRW ETF	$868K	0.2%Prev: 0.1%	1,833 SH	Increased+753 SH
ISHARES TR	RUS MD CP GR ETF	$778K	0.1%Prev: 0.1%	5,683 SH	Increased+1,445 SH
ISHARES TR	RUSSELL 2000 ETF	$532K	0.1%Prev: 0.0%	2,161 SH	Increased+1,234 SH
ISHARES TR	S&P SML 600 GWT	$400K	0.1%Prev: 0.1%	2,835 SH	Decreased+1 SH
ISHARES TR	SP SMCP600VL ETF	$3.8M	0.7%Prev: 0.7%	33,143 SH	Increased
JOHNSON & JOHNSON	COM	$1.3M	0.2%Prev: 0.2%	6,223 SH	Increased
JPMORGAN CHASE & CO.	COM	$8.6M	1.6%Prev: 1.6%	26,590 SH	Increased+150 SH
LOCKHEED MARTIN CORP	COM	$472K	0.1%Prev: 0.1%	975 SH	Decreased
LOWES COS INC	COM	$1.1M	0.2%Prev: 0.2%	4,452 SH	Decreased
MASTERCARD INCORPORATED	CL A	$2.3M	0.4%Prev: 0.4%	4,088 SH	Decreased-15 SH
MAXIMUS INC	COM	$661K	0.1%Prev: 0.1%	7,656 SH	Decreased-900 SH
MCDONALDS CORP	COM	$5.9M	1.1%Prev: 1.1%	19,426 SH	Increased+44 SH
MERCK & CO INC	COM	$534K	0.1%Prev: 0.1%	5,069 SH	Increased-340 SH
META PLATFORMS INC	CL A	$2.2M	0.4%Prev: 0.4%	3,380 SH	Decreased+220 SH
MICROCHIP TECHNOLOGY INC.	COM	$263K	0.0%Prev: 0.0%	4,122 SH	Decreased
MICROSOFT CORP	COM	$11.7M	2.2%Prev: 2.4%	24,162 SH	Decreased-912 SH
MONOLITHIC PWR SYS INC	COM	$1.2M	0.2%Prev: 0.2%	1,343 SH	Increased+161 SH
NETFLIX INC	COM	$1.1M	0.2%Prev: 0.2%	12,141 SH	Increased+11,192 SH
NEXTERA ENERGY INC	COM	$2.1M	0.4%Prev: 0.4%	26,333 SH	Increased-160 SH
NORFOLK SOUTHN CORP	COM	$251K	0.0%Prev: 0.0%	869 SH	Decreased
NORTHERN TR CORP	COM	$440K	0.1%Prev: 0.1%	3,224 SH	Increased
NOVARTIS AG	SPONSORED ADR	$204K	0.0%	1,480 SH	New
NVIDIA CORPORATION	COM	$20.5M	3.8%Prev: 4.0%	109,715 SH	Decreased-3,324 SH
OTIS WORLDWIDE CORP	COM	$3.0M	0.6%Prev: 0.6%	34,094 SH	Decreased+281 SH
PACKAGING CORP AMER	COM	$4.1M	0.8%Prev: 0.8%	19,960 SH	Decreased
PALO ALTO NETWORKS INC	COM	$3.6M	0.7%Prev: 0.7%	19,704 SH	Decreased+676 SH
PARKER-HANNIFIN CORP	COM	$387K	0.1%Prev: 0.1%	440 SH	Increased
PEPSICO INC	COM	$1.6M	0.3%Prev: 0.3%	11,035 SH	Decreased-1,699 SH
PHILLIPS 66	COM	$358K	0.1%Prev: 0.1%	2,772 SH	Decreased
PLAINS ALL AMERN PIPELINE L	UNIT LTD PARTN	$438K	0.1%Prev: 0.1%	24,400 SH	Increased
POWELL INDS INC	COM	$2.6M	0.5%Prev: 0.4%	8,094 SH	Increased+315 SH
PRICE T ROWE GROUP INC	COM	$238K	0.0%Prev: 0.0%	2,329 SH	Decreased
PROCTER AND GAMBLE CO	COM	$676K	0.1%Prev: 0.1%	4,715 SH	Decreased-315 SH
PROGRESSIVE CORP	COM	$2.7M	0.5%Prev: 0.6%	11,837 SH	Decreased
RALLIANT CORP	COM	$212K	0.0%Prev: 0.0%	4,156 SH	Decreased-1,123 SH
RTX CORPORATION	COM	$7.0M	1.3%Prev: 1.2%	38,168 SH	Increased+192 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$230K	0.0%Prev: 0.0%	7,037 SH	Decreased
SCHWAB STRATEGIC TR	INTL EQTY ETF	$5.3M	1.0%Prev: 0.9%	218,914 SH	Increased+11,706 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$541K	0.1%Prev: 0.1%	23,130 SH	Decreased-20 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$11.7M	2.2%Prev: 2.1%	445,949 SH	Increased+19,898 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$3.7M	0.7%Prev: 0.6%	134,833 SH	Increased+14,286 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$7.5M	1.4%Prev: 1.4%	229,546 SH	Increased+3,279 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$448K	0.1%Prev: 0.1%	14,900 SH	Increased
SCHWAB STRATEGIC TR	US REIT ETF	$725K	0.1%Prev: 0.1%	34,703 SH	Increased+4,074 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$3.9M	0.7%Prev: 0.7%	136,577 SH	Increased+2,450 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$371K	0.1%Prev: 0.1%	14,003 SH	Decreased
SOUTHERN CO	COM	$239K	0.0%Prev: 0.0%	2,744 SH	Decreased-12 SH
SPDR GOLD TR	GOLD SHS	$634K	0.1%Prev: 0.1%	1,600 SH	Increased+30 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$356K	0.1%Prev: 0.1%	8,012 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$2.3M	0.4%Prev: 0.4%	3,413 SH	Increased-7 SH
SPDR SERIES TRUST	STATE STREET SPD	$1.8M	0.3%	19,954 SH	New
SSGA ACTIVE ETF TR	STATE STREET BLA	$213K	0.0%	5,172 SH	New
STARBUCKS CORP	COM	$238K	0.0%Prev: 0.0%	2,829 SH	Decreased
STRYKER CORPORATION	COM	$4.6M	0.9%Prev: 1.0%	13,026 SH	Decreased-701 SH
SUNOCO LP/SUNOCO FIN CORP	COM UT REP LP	$230K	0.0%Prev: 0.0%	4,384 SH	Increased
SYSCO CORP	COM	$294K	0.1%Prev: 0.1%	3,990 SH	Decreased
TEREX CORP NEW	COM	$446K	0.1%Prev: 0.1%	8,356 SH	Increased
TESLA INC	COM	$325K	0.1%Prev: 0.1%	723 SH	Increased
THERMO FISHER SCIENTIFIC INC	COM	$9.8M	1.8%Prev: 1.5%	16,951 SH	Increased
TRACTOR SUPPLY CO	COM	$3.0M	0.6%Prev: 0.6%	60,910 SH	Decreased+1,451 SH
TRAVELERS COMPANIES INC	COM	$364K	0.1%Prev: 0.1%	1,254 SH	Increased
TRIMBLE INC	COM	$2.8M	0.5%Prev: 0.5%	36,063 SH	Increased+3,887 SH
ULTA BEAUTY INC	COM	$2.7M	0.5%Prev: 0.5%	4,388 SH	Increased-7 SH
UNITED PARCEL SERVICE INC	CL B	$228K	0.0%Prev: 0.0%	2,300 SH	Decreased-700 SH
UNITEDHEALTH GROUP INC	COM	$5.3M	1.0%Prev: 1.0%	16,016 SH	Decreased+276 SH
US BANCORP DEL	COM NEW	$209K	0.0%	3,915 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$9.8M	1.8%Prev: 1.8%	132,938 SH	Increased+6,410 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$2.9M	0.5%Prev: 0.6%	32,762 SH	Decreased-2,392 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$259K	0.0%Prev: 0.0%	1,224 SH	Increased-11 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$40.7M	7.6%Prev: 7.6%	121,479 SH	Increased-1,953 SH
VANGUARD INDEX FDS	VALUE ETF	$239K	0.0%	1,252 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.8M	0.3%Prev: 0.3%	33,477 SH	Increased+610 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$2.0M	0.4%Prev: 0.4%	24,444 SH	Increased-107 SH
VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$2.2M	0.4%Prev: 0.4%	24,408 SH	Increased-372 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$752K	0.1%Prev: 0.1%	5,247 SH	Increased-17 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$3.1M	0.6%Prev: 0.6%	61,721 SH	Decreased+1,119 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$2.3M	0.4%Prev: 0.4%	45,346 SH	Increased+5,573 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$865K	0.2%Prev: 0.1%	10,327 SH	Increased+1,176 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$263K	0.0%Prev: 0.1%	3,303 SH	Decreased-82 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$403K	0.1%Prev: 0.1%	1,834 SH	Increased
VANGUARD STAR FDS	VG TL INTL STK F	$994K	0.2%Prev: 0.3%	13,173 SH	Decreased-6,909 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$8.2M	1.5%Prev: 1.4%	131,987 SH	Increased+3,813 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.3M	0.2%Prev: 0.3%	9,333 SH	Increased-95 SH
VANGUARD WORLD FD	INF TECH ETF	$452K	0.1%Prev: 0.1%	600 SH	Decreased-145 SH
VEEVA SYS INC	CL A COM	$2.2M	0.4%Prev: 0.5%	9,818 SH	Decreased+1,130 SH
VERALTO CORP	COM SHS	$209K	0.0%Prev: 0.0%	2,097 SH	Decreased-181 SH
VERIZON COMMUNICATIONS INC	COM	$846K	0.2%Prev: 0.2%	20,760 SH	Decreased
VISA INC	COM CL A	$12.1M	2.3%Prev: 2.2%	34,533 SH	Increased+87 SH
WALMART INC	COM	$2.5M	0.5%Prev: 0.4%	22,165 SH	Increased-173 SH
WEC ENERGY GROUP INC	COM	$227K	0.0%Prev: 0.1%	2,149 SH	Decreased-500 SH
WELLTOWER INC	COM	$3.0M	0.6%Prev: 0.5%	16,257 SH	Increased

Sold (vs prior filing)

CVS HEALTH CORP — $260K
PPG INDS INC — $262K
SPDR SERIES TRUST — $466K
SPDR SERIES TRUST — $1.2M
SSGA ACTIVE ETF TR — $210K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 26, 2026	Q4 2025	13F-HR	0001366838-26-000002	$537.0M	View
Nov 6, 2025	Q3 2025	13F-HR	0001366838-25-000003	$531.3M	View
Jul 17, 2026	Q2 2026