Sign In
test

Kenneth Carbaugh

Liberty Capital Management, Inc.

Assets Managed
$581.747M
Holdings
184
Last Quarter
2026 - Q2
Filed Date
9d ago
Growth Rate
8.33%(2Q avg: 4.71%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Liberty Capital Management, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 184 positions.

Assets under management

The assets under management (AUM) of Liberty Capital Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 581.747M in assets, with a quarterly growth rate of 8.33% and a 2-quarter average growth rate of 4.71%. The portfolio is managed by Kenneth Carbaugh, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 1.99%
7.89%
$45.844M
123,891 shares@ $370.04 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.73%
4.27%
$24.836M
85,831 shares@ $289.36 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.9%
3.71%
$21.534M
107,620 shares@ $200.1 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.01%
3.68%
$21.399M
59,880 shares@ $357.38 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Increased 36.36%
3.03%
$17.61M
608,084 shares@ $28.97 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.83%
2.68%
$15.582M
65,376 shares@ $238.35 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -1.23%
2.51%
$14.596M
15,603 shares@ $935.47 avg price
V
Visa Inc-class A Shares
Recent Activity
Increased 0.49%
2.05%
$11.906M
34,701 shares@ $343.09 avg price
AIT
Applied Industrial Tech Inc
Recent Activity
2.02%
$11.723M
34,668 shares@ $338.15 avg price
FTNT
Fortinet Inc
Recent Activity
Increased 1.77%
1.85%
$10.723M
69,804 shares@ $153.62 avg price

1-10 of 184