LIBERTY ONE INVESTMENT MANAGEMENT, LLC
CIK: 0001807328SEC EDGAR →
Portfolio Value
$783K
Holdings
145
As of
Q4 2025
New Positions
145
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CARDINAL HEALTH INC | 153,879 | $32K | 4.04% |
| 2 | JOHNSON & JOHNSON | 143,927 | $30K | 3.81% |
| 3 | ELI LILLY & CO | 25,977 | $28K | 3.57% |
| 4 | ALLIANT ENERGY CORP | 384,154 | $25K | 3.19% |
| 5 | COCA COLA CO | 352,813 | $25K | 3.15% |
| 6 | MCDONALDS CORP | 79,666 | $24K | 3.11% |
| 7 | DUKE ENERGY CORP NEW | 205,003 | $24K | 3.07% |
| 8 | SOUTHERN CO | 267,878 | $23K | 2.98% |
| 9 | UNITEDHEALTH GROUP INC | 70,446 | $23K | 2.97% |
| 10 | NORTHROP GRUMMAN CORP | 40,627 | $23K | 2.96% |
Quarterly Changes
New Positions (145)
$32K · 154K shares
$30K · 144K shares
$28K · 26K shares
$25K · 384K shares
$25K · 353K shares
$24K · 80K shares
$24K · 205K shares
$23K · 268K shares
$23K · 70K shares
$23K · 41K shares
$23K · 47K shares
$22K · 359K shares
$22K · 71K shares
$22K · 891K shares
$22K · 26K shares
$21K · 150K shares
$20K · 90K shares
$19K · 263K shares
$18K · 85K shares
$17K · 416K shares
$17K · 581K shares
$17K · 314K shares
$17K · 30K shares
$16K · 43K shares
$9K · 222K shares
$6K · 19K shares
$6K · 49K shares
$6K · 63K shares
$6K · 30K shares
$5K · 9K shares
$5K · 15K shares
$5K · 37K shares
$5K · 73K shares
$5K · 6K shares
$5K · 22K shares
$5K · 44K shares
$5K · 18K shares
$5K · 31K shares
$5K · 62K shares
$5K · 30K shares
$5K · 70K shares
$4K · 14K shares
$4K · 40K shares
$4K · 34K shares
$4K · 75K shares
$4K · 15K shares
$4K · 52K shares
$4K · 37K shares
$4K · 51K shares
$4K · 69K shares
$4K · 237K shares
$4K · 22K shares
$4K · 4K shares
$4K · 26K shares
$4K · 69K shares
$4K · 8K shares
$4K · 6K shares
$4K · 36K shares
$4K · 5K shares
$4K · 21K shares
$4K · 9K shares
$4K · 18K shares
$4K · 18K shares
$4K · 10K shares
$3K · 4K shares
$3K · 26K shares
$3K · 32K shares
$2K · 48K shares
$2K · 27K shares
$2K · 19K shares
$2K · 14K shares
$2K · 38K shares
$2K · 31K shares
$2K · 73K shares
$2K · 49K shares
$2K · 18K shares
$2K · 26K shares
$2K · 36K shares
$2K · 17K shares
$2K · 19K shares
$2K · 31K shares
$1K · 18K shares
$1K · 9K shares
$1K · 6K shares
$1K · 45K shares
$1K · 23K shares
$965 · 6K shares
$952 · 4K shares
$877 · 2K shares
$869 · 3K shares
$834 · 24K shares
$821 · 10K shares
$816 · 2K shares
$755 · 8K shares
$744 · 3K shares
$743 · 1K shares
$725 · 5K shares
$692 · 12K shares
$671 · 15K shares
$658 · 8K shares
$658 · 1K shares
$653 · 3K shares
$643 · 8K shares
$627 · 4K shares
$619 · 4K shares
$613 · 2K shares
$595 · 8K shares
$590 · 5K shares
$589 · 3K shares
$582 · 2K shares
$581 · 10K shares
$572 · 12K shares
$563 · 2K shares
$556 · 9K shares
$545 · 7K shares
$520 · 2K shares
$479 · 2K shares
$477 · 237 shares
$471 · 4K shares
$396 · 4K shares
$237 · 1K shares
$233 · 1K shares
$205 · 2K shares
$190 · 204 shares
$188 · 2K shares
$188 · 2K shares
$187 · 1K shares
$187 · 853 shares
$178 · 265 shares
$178 · 1K shares
$177 · 902 shares
$167 · 1K shares
$151 · 2K shares
$121 · 726 shares
$121 · 915 shares
$120 · 196 shares
$119 · 1K shares
$25 · 72 shares
$21 · 41 shares
$20 · 60 shares
$19 · 203 shares
$19 · 84 shares
$18 · 458 shares
$17 · 160 shares
$17 · 30 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Defensive | 15 | $153K | 19.5% |
| Healthcare | 9 | $141K | 18.1% |
| Financial Services | 45 | $112K | 14.4% |
| Industrials | 15 | $98K | 12.5% |
| Utilities | 9 | $84K | 10.8% |
| Technology | 19 | $63K | 8.1% |
| Consumer Cyclical | 10 | $60K | 7.7% |
| Communication Services | 8 | $38K | 4.8% |
| Real Estate | 7 | $26K | 3.3% |
| Energy | 3 | $4K | 0.6% |
| Unknown | 4 | $2K | 0.3% |
| Basic Materials | 1 | $233 | 0.0% |