LIBERTY ONE INVESTMENT MANAGEMENT, LLC Q2 2023 Filing

Filed August 4, 2023

Portfolio Value

$770.8M

Holdings

170

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (170 positions)

StockValue
ONON SEMICONDUCTOR CORP
$984
ISRGINTUITIVE SURGICAL INC
$964
SEDGSOLAREDGE TECHNOLOGIES INC
$941
TWLOTWILIO INC
$933
SNASNAP ON INC
$913
INGRINGREDION INC
$898
KTOSKRATOS DEFENSE & SEC SOLUTIO
$841
NVSNNOVARTIS A G
$838
COLDAMERICOLD RLTY TR
$837
ULUNILEVER PLC
$837
ENPHENPHASE ENERGY INC
$833
VVISA INC
$833
SAMBOSTON BEER INC
$826
GOOGALPHABET INC
$820
IQVIQVIA HLDGS INC
$813
UBSUBS GROUP AG
$809
LNGCHENIERE ENERGY INC
$805
RGAEINSURANCE GRP OF AMERICA I
$787
ENVUSDENVESTNET INC
$781
NGGNATIONAL GRID PLC
$779
TENBTENABLE HLDGS INC
$778
VICIVICI PPTYS INC
$777
SWXSOUTHWEST GAS HOLDINGS INC
$750
GOOSCANADA GOOSE HLDGS INC
$740
RGNXREGENXBIO INC
$734
VNQIVANGUARD INTL EQUITY INDEX F
$728
WTRGESSENTIAL UTILS INC
$726
WPCWP CAREY INC
$702
DDOMINION ENERGY INC
$701
BABAALIBABA GROUP HLDG LTD
$683
RUNSUNRUN INC
$649
CFGCITIZENS FINANCIAL GROUP INC
$257
NUENUCOR CORP
$236
NVEEUSDNV5 GLOBAL INC
$222
AMDADVANCED MICRO DEVICES INC
$219
UALUNITED AIRLS HLDGS INC
$218
CHWYCHEWY INC
$218
NOWSERVICENOW INC
$218
UPSTUPSTART HLDGS INC
$211
TSMTAIWAN SEMICONDUCTOR MFG LTD
$210
CRSPCRISPR THERAPEUTICS AG
$204
SNOWSNOWFLAKE INC
$202
DOWDOW INC
$200
IIPRINNOVATIVE INDL PPTYS INC
$192
SSENTINELONE INC
$189
AESAES CORP
$189
STMSTMICROELECTRONICS N V
$150
MDGLMADRIGAL PHARMACEUTICALS INC
$149
PLTRPALANTIR TECHNOLOGIES INC
$148
LTHM1EURLIVENT CORP
$147
ESTCELASTIC N V
$143
TMOTHERMO FISHER SCIENTIFIC INC
$141
IBRXIMMUNITYBIO INC
$140
APPSDIGITAL TURBINE INC
$131
AVXLANAVEX LIFE SCIENCES CORP
$128
XETYXEATON VANCE TX MGD DIV EQ IN
$100
DIAXNUVEEN DOW 30 DYN OVERWRITE
$98
NTRNUTRIEN LTD
$20
MTZMASTEC INC
$18
LENLENNAR CORP
$15
MDBMONGODB INC
$13
TGTXTG THERAPEUTICS INC
$11
SPGSIMON PPTY GROUP INC NEW
$11
KRYSKRYSTAL BIOTECH INC
$10
TTDTHE TRADE DESK INC
$9
CSGPCOSTAR GROUP INC
$9
PNCPNC FINL SVCS GROUP INC
$9
GNRCGENERAC HLDGS INC
$9
SOFISOFI TECHNOLOGIES INC
$9
ZSZSCALER INC
$9
OSKOSHKOSH CORP
$8
NETCLOUDFLARE INC
$8
HDBHDFC BANK LTD
$7
AWCAMERICAN WTR WKS CO INC NEW
$7
KELKELLOGG CO
$7
BEAMBEAM THERAPEUTICS INC
$7
XYZBLOCK INC
$7
BABOEING CO
$7
IRDMIRIDIUM COMMUNICATIONS INC
$7
PHMPULTE GROUP INC
$6
TSCOTRACTOR SUPPLY CO
$6
BIDUNBAIDU INC
$6
KRKROGER CO
$6
DYHTARGET CORP
$6
IDIINTERDIGITAL INC
$5
TRMBTRIMBLE INC
$5
NVCRNOVOCURE LTD
$5
SESEA LTD
$4
TMUST MOBILE US INC
$4
MCXMCCORMICK & CO INC
$2
ALLYALLY FINL INC
$2
SPGPINVESCO EXCHANGE TRADED FD T
$0
TSNTYSON FOODS INC
$0
TRVTRAVELERS COMPANIES INC
$0
SPHQINVESCO EXCHANGE TRADED FD T
$0
CAHCARDINAL HEALTH INC
$0
HDHOME DEPOT INC
$0
SPEMSPDR INDEX SHS FDS
$0
TXNTEXAS INSTRS INC
$0
BACVERIZON COMMUNICATIONS INC
$0
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