LIBERTY ONE INVESTMENT MANAGEMENT, LLC
CIK: 0001807328SEC EDGAR →
Portfolio Value
$782.7M
Holdings
145
As of
Q4 2025
New Positions
145
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CARDINAL HEALTH INC | 153,879 | $31.6M | 4.04% |
| 2 | JOHNSON & JOHNSON | 143,927 | $29.8M | 3.81% |
| 3 | ELI LILLY & CO | 25,977 | $27.9M | 3.57% |
| 4 | ALLIANT ENERGY CORP | 384,154 | $25.0M | 3.19% |
| 5 | COCA COLA CO | 352,813 | $24.7M | 3.15% |
| 6 | MCDONALDS CORP | 79,666 | $24.3M | 3.11% |
| 7 | DUKE ENERGY CORP NEW | 205,003 | $24.0M | 3.07% |
| 8 | SOUTHERN CO | 267,878 | $23.4M | 2.98% |
| 9 | UNITEDHEALTH GROUP INC | 70,446 | $23.3M | 2.97% |
| 10 | NORTHROP GRUMMAN CORP | 40,627 | $23.2M | 2.96% |
Quarterly Changes
New Positions (145)
$31.6M · 154K shares
$29.8M · 144K shares
$27.9M · 26K shares
$25.0M · 384K shares
$24.7M · 353K shares
$24.3M · 80K shares
$24.0M · 205K shares
$23.4M · 268K shares
$23.3M · 70K shares
$23.2M · 41K shares
$22.5M · 47K shares
$22.5M · 359K shares
$22.3M · 71K shares
$22.1M · 891K shares
$21.5M · 26K shares
$21.5M · 150K shares
$19.7M · 90K shares
$19.4M · 263K shares
$17.9M · 85K shares
$17.4M · 416K shares
$17.1M · 581K shares
$16.9M · 314K shares
$16.9M · 30K shares
$16.4M · 43K shares
$9.1M · 222K shares
$6.1M · 19K shares
$6.0M · 49K shares
$5.8M · 63K shares
$5.5M · 30K shares
$5.4M · 9K shares
$5.3M · 15K shares
$5.3M · 37K shares
$5.2M · 73K shares
$5.1M · 6K shares
$5.1M · 22K shares
$5.0M · 44K shares
$5.0M · 18K shares
$4.9M · 31K shares
$4.7M · 62K shares
$4.6M · 30K shares
$4.6M · 70K shares
$4.5M · 14K shares
$4.4M · 40K shares
$4.4M · 34K shares
$4.3M · 75K shares
$4.2M · 15K shares
$4.2M · 52K shares
$4.1M · 37K shares
$4.1M · 51K shares
$4.0M · 69K shares
$4.0M · 237K shares
$4.0M · 22K shares
$4.0M · 4K shares
$3.9M · 26K shares
$3.9M · 69K shares
$3.7M · 8K shares
$3.7M · 6K shares
$3.7M · 36K shares
$3.6M · 5K shares
$3.6M · 21K shares
$3.6M · 9K shares
$3.6M · 18K shares
$3.5M · 18K shares
$3.5M · 10K shares
$3.5M · 4K shares
$3.4M · 26K shares
$3.3M · 32K shares
$2.2M · 48K shares
$2.0M · 27K shares
$2.0M · 19K shares
$1.9M · 14K shares
$1.9M · 38K shares
$1.9M · 31K shares
$1.9M · 73K shares
$1.9M · 49K shares
$1.9M · 18K shares
$1.9M · 26K shares
$1.7M · 36K shares
$1.7M · 17K shares
$1.6M · 19K shares
$1.5M · 31K shares
$1.4M · 18K shares
$1.3M · 9K shares
$1.3M · 6K shares
$1.2M · 45K shares
$1.1M · 23K shares
$965K · 6K shares
$952K · 4K shares
$877K · 2K shares
$869K · 3K shares
$834K · 24K shares
$821K · 10K shares
$816K · 2K shares
$755K · 8K shares
$744K · 3K shares
$743K · 1K shares
$725K · 5K shares
$692K · 12K shares
$671K · 15K shares
$658K · 8K shares
$658K · 1K shares
$653K · 3K shares
$643K · 8K shares
$627K · 4K shares
$619K · 4K shares
$613K · 2K shares
$595K · 8K shares
$590K · 5K shares
$589K · 3K shares
$582K · 2K shares
$581K · 10K shares
$572K · 12K shares
$563K · 2K shares
$556K · 9K shares
$545K · 7K shares
$520K · 2K shares
$479K · 2K shares
$477K · 237 shares
$471K · 4K shares
$396K · 4K shares
$237K · 1K shares
$233K · 1K shares
$205K · 2K shares
$190K · 204 shares
$188K · 2K shares
$188K · 2K shares
$187K · 1K shares
$187K · 853 shares
$178K · 265 shares
$178K · 1K shares
$177K · 902 shares
$167K · 1K shares
$151K · 2K shares
$121K · 726 shares
$121K · 915 shares
$120K · 196 shares
$119K · 1K shares
$25K · 72 shares
$21K · 41 shares
$20K · 60 shares
$19K · 203 shares
$19K · 84 shares
$18K · 458 shares
$17K · 160 shares
$17K · 30 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Defensive | 15 | $152.9M | 19.5% |
| Healthcare | 9 | $141.4M | 18.1% |
| Financial Services | 45 | $112.4M | 14.4% |
| Industrials | 15 | $98.2M | 12.5% |
| Utilities | 9 | $84.4M | 10.8% |
| Technology | 19 | $63.1M | 8.1% |
| Consumer Cyclical | 10 | $60.1M | 7.7% |
| Communication Services | 8 | $37.7M | 4.8% |
| Real Estate | 7 | $25.9M | 3.3% |
| Energy | 3 | $4.4M | 0.6% |
| Unknown | 4 | $2.0M | 0.3% |
| Basic Materials | 1 | $233K | 0.0% |