LIBERTY ONE INVESTMENT MANAGEMENT, LLC Q2 2025 Filing

Filed July 30, 2025

Portfolio Value

$988.5M

Holdings

145

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (145 positions)

StockValue
CAHCARDINAL HEALTH INC
$36.1M
KRKROGER CO
$33.3M
SOSOUTHERN CO
$32.4M
KOCOCA COLA CO
$32.0M
DUKDUKE ENERGY CORP NEW
$32.0M
LNTALLIANT ENERGY CORP
$31.1M
JNJJOHNSON & JOHNSON
$30.5M
MCDMCDONALDS CORP
$30.2M
LMTLOCKHEED MARTIN CORP
$30.1M
PFEPFIZER INC
$29.7M
PGPROCTER & GAMBLE CO
$29.7M
LLYLILLY ELI & CO
$29.2M
TAT&T INC
$27.9M
CLXCLOROX CO DEL
$27.0M
MSFTMICROSOFT CORP
$26.9M
LWLAMB WESTON HLDGS INC
$26.8M
RSGREPUBLIC SVCS INC
$26.6M
MDLZMONDELEZ INTL INC
$26.5M
SYYSYSCO CORP
$26.2M
WMWASTE MGMT INC DEL
$26.1M
KDPKEURIG DR PEPPER INC
$25.8M
UNHUNITEDHEALTH GROUP INC
$25.6M
CASYCASEYS GEN STORES INC
$21.4M
DOXAMDOCS LTD
$18.9M
SPHQINVESCO EXCHANGE TRADED FD T
$7.7M
GILDGILEAD SCIENCES INC
$7.6M
BACVERIZON COMMUNICATIONS INC
$7.5M
ETRENTERGY CORP NEW
$7.4M
SPGPINVESCO EXCHANGE TRADED FD T
$7.3M
XLVSELECT SECTOR SPDR TR
$6.6M
PEPPEPSICO INC
$6.5M
GSGOLDMAN SACHS GROUP INC
$6.5M
AVGOBROADCOM INC
$6.4M
AMZNAMAZON COM INC
$6.4M
RTXRAYTHEON TECHNOLOGIES CORP
$6.3M
JPMJPMORGAN CHASE & CO
$5.8M
INTUINTUIT
$5.8M
XMHQINVESCO EXCHANGE TRADED FD
$5.6M
CLCOLGATE PALMOLIVE CO
$5.5M
CATCATERPILLAR INC DEL
$5.5M
WMTWALMART INC
$5.5M
BLKBLACKROCK INC
$5.5M
TXNTEXAS INSTRS INC
$5.4M
DEDEERE & CO
$5.4M
AAPLAPPLE INC
$5.3M
TRVTRAVELERS COMPANIES INC
$5.3M
HONHONEYWELL INTL INC
$5.3M
AFLAFLAC INC
$5.2M
OREALTY INCOME CORP
$5.2M
TJXTJX COS INC NEW
$5.1M
COSTCOSTCO WHSL CORP NEW
$5.1M
MDTMEDTRONIC PLC
$5.0M
PLDPROLOGIS INC
$5.0M
ELVELEVANCE HEALTH INC
$5.0M
HRHEALTHCARE RLTY TR
$5.0M
HDHOME DEPOT INC
$4.9M
EXREXTRA SPACE STORAGE INC
$4.8M
DPZDOMINOS PIZZA INC
$4.8M
TSNTYSON FOODS INC
$4.8M
HSYHERSHEY CO
$4.8M
NEENEXTERA ENERGY INC
$4.7M
CVXCHEVRON CORP NEW
$4.7M
FRFIRST INDL RLTY TR INC
$4.7M
AVUVAMERICAN CENTY ETF TR
$4.7M
AMGNAMGEN INC
$4.7M
BAXBAXTER INTL INC
$4.6M
MRKMERCK & CO INC
$4.3M
MOATVANECK ETF TRUST
$2.6M
RSPUINVESCO EXCHANGE TRADED FD T
$2.5M
TDVPROSHARES TR
$2.5M
XMLVINVESCO EXCHANGE TRADED FD T
$2.5M
SPLVINVESCO EXCHANGE TRADED FD T
$2.5M
SDYSPDR SERIES TRUST
$2.5M
NOBLPROSHARES TR
$2.4M
RWJINVESCO EXCH TRADED FD TR
$2.1M
SCHDSCHWAB STRATEGIC TR
$2.0M
IUSGISHARES TR
$1.8M
GSLCGOLDMAN SACHS ETF TR
$1.8M
NDQINVESCO QQQ TR
$1.7M
CRWDCROWDSTRIKE HLDGS INC
$1.7M
IUSVISHARES TR
$1.6M
VDCVANGUARD WORLD FDS
$1.6M
XTLSPDR SERIES TRUST
$1.4M
AMDADVANCED MICRO DEVICES INC
$1.3M
SPEMSPDR INDEX SHS FDS
$1.3M
LULULULULEMON ATHLETICA INC
$999K
GOOGALPHABET INC
$978K
KTOSKRATOS DEFENSE & SEC SOLUTIO
$977K
ISRGINTUITIVE SURGICAL INC
$970K
ELFE L F BEAUTY INC
$892K
CRMSALESFORCE INC
$875K
LNTHLANTHEUS HLDGS INC
$870K
SSBUSDSOUTHSTATE CORPORATION
$823K
MLB1MERCADOLIBRE INC
$815K
TWLOTWILIO INC
$784K
NGGNATIONAL GRID PLC
$732K
NVSNNOVARTIS A G
$721K
LNGCHENIERE ENERGY INC
$721K
BABAALIBABA GROUP HLDG LTD
$718K
CAVACAVA GROUP INC
$718K
Page 1 of 2Next