Liberty Capital Management, Inc.
RIA/Wealth
Liberty Capital Management, Inc. is a RIA/Wealth based in Birmingham, MI led by Kenneth John Carbaugh, reporting $752.2M in AUM as of Q3 2025 with VTI as the largest holding (8% allocation).
CEOKenneth John Carbaugh
- Portfolio Value
- $531.3M
- Positions
- 177
- Top Holding
- VTI at 7.62%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Liberty Capital Management, Inc.'s portfolio (33.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $40.5M | 7.62% | +$630.4K Bought | — 123.4K shares | |
Consumer Electronics Technology | $22.3M | 4.20% | -$212.4K Sold | 0.00% 87.7K shares | |
Semiconductors Technology | $21.1M | 3.97% | -$161.6K Sold | 0.00% 113.0K shares | |
Internet Content & Information Communication Services | $14.8M | 2.79% | -$122.5K Sold | 0.00% 61.0K shares | |
Discount Stores Consumer Defensive | $14.7M | 2.76% | -$258.3K Sold | 0.00% 15.9K shares | |
Software - Application Technology | $14.3M | 2.68% | +$15.7K Bought | 0.01% 20.9K shares | |
Specialty Retail Consumer Cyclical | $14.2M | 2.68% | -$67.2K Sold | 0.00% 64.8K shares | |
Software - Infrastructure Technology | $13.0M | 2.44% | -$164.7K Sold | 0.00% 25.1K shares | |
Financial - Credit Services Financial Services | $11.8M | 2.21% | -$115.0K Sold | 0.00% 34.4K shares | |
ETF ETF | $11.0M | 2.06% | +$249.5K Bought | — 426.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Liberty Capital Management, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-67.81% | |
-28.77% |
Analytics
Portfolio insights and performance metrics for Liberty Capital Management, Inc.
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