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)
| Stock | Value |
|---|---|
WPCWP CAREY INC | $702K |
VNQIVANGUARD INTL EQUITY INDEX F | $697K |
UBSUBS GROUP AG | $692K |
ULUNILEVER PLC | $687K |
VVISA INC | $685K |
DDOMINION ENERGY INC | $669K |
CDNSCADENCE DESIGN SYSTEM INC | $664K |
VICIVICI PPTYS INC | $654K |
SWXSOUTHWEST GAS HOLDINGS INC | $654K |
BANFBANCFIRST CORP | $641K |
INGRINGREDION INC | $604K |
SNASNAP ON INC | $600K |
BURLBURLINGTON STORES INC | $598K |
RGAEINSURANCE GRP OF AMERICA I | $594K |
STLDSTEEL DYNAMICS INC | $593K |
NUENUCOR CORP | $578K |
IQVIQVIA HLDGS INC | $523K |
ITBISHARES TR | $454K |
NFLXNETFLIX INC | $405K |
SGSWEETGREEN INC | $404K |
NOWSERVICENOW INC | $388K |
PLTRPALANTIR TECHNOLOGIES INC | $387K |
AXONAXON ENTERPRISE INC | $374K |
CEGCONSTELLATION ENERGY CORP | $353K |
TWTRADEWEB MKTS INC | $349K |
SPGIS&P GLOBAL INC | $338K |
PGRPROGRESSIVE CORP | $331K |
TMUST-MOBILE US INC | $317K |
OXYOCCIDENTAL PETE CORP | $290K |
DKNGDRAFTKINGS INC NEW | $264K |
NETCLOUDFLARE INC | $263K |
VRTVERTIV HOLDINGS CO | $259K |
RBLXROBLOX CORP | $259K |
SNOWSNOWFLAKE INC | $249K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $243K |
SNPSSYNOPSYS INC | $243K |
NBISNEBIUS GROUP N.V. | $242K |
NTNXNUTANIX INC | $237K |
UALUNITED AIRLS HLDGS INC | $232K |
CHWYCHEWY INC | $231K |
SSENTINELONE INC | $227K |
CWSTCASELLA WASTE SYS INC | $226K |
ESTCELASTIC N V | $226K |
POSTPOST HLDGS INC | $226K |
CPRTCOPART INC | $219K |
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