LIBERTY ONE INVESTMENT MANAGEMENT, LLC Q4 2023 Filing

Filed January 26, 2024

Portfolio Value

$810.4M

Holdings

169

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (169 positions)

#StockSharesValue% PortfolioType
1
ISRGINTUITIVE SURGICAL INC
2,637$889K0.11%
2
GOOGALPHABET INC
6,274$884K0.11%
3
INGRINGREDION INC
7,948$862K0.11%
4
SNASNAP ON INC
2,976$859K0.11%
5
RGAEINSURANCE GRP OF AMERICA I
5,308$858K0.11%
6
VVISA INC
3,268$850K0.10%
7
SAMBOSTON BEER INC
2,437$842K0.10%
8
LNGCHENIERE ENERGY INC
4,927$841K0.10%
9
NVSNNOVARTIS A G
8,101$817K0.10%
10
ONON SEMICONDUCTOR CORP
9,525$795K0.10%
11
IQVIQVIA HLDGS INC
3,381$782K0.10%
12
TENBTENABLE HLDGS INC
16,675$768K0.09%
13
NGGNATIONAL GRID PLC
11,278$766K0.09%
14
VICIVICI PPTYS INC
23,722$756K0.09%
15
COLDAMERICOLD RLTY TR
24,447$740K0.09%
16
VNQIVANGUARD INTL EQUITY INDEX F
17,190$732K0.09%
17
ULUNILEVER PLC
14,900$722K0.09%
18
SWXSOUTHWEST GAS HOLDINGS INC
11,026$698K0.09%
19
RUNSUNRUN INC
34,434$675K0.08%
20
ENPHENPHASE ENERGY INC
4,995$660K0.08%
21
WPCWP CAREY INC
10,087$653K0.08%
22
WTRGESSENTIAL UTILS INC
17,505$653K0.08%
23
RGNXREGENXBIO INC
33,842$607K0.07%
24
DDOMINION ENERGY INC
12,898$606K0.07%
25
ENVUSDENVESTNET INC
12,225$605K0.07%
26
BABAALIBABA GROUP HLDG LTD
7,485$580K0.07%
27
GOOSCANADA GOOSE HLDGS INC
38,641$457K0.06%
28
SEDGSOLAREDGE TECHNOLOGIES INC
3,683$344K0.04%
29
SSENTINELONE INC
11,409$313K0.04%
30
CFGCITIZENS FINANCIAL GROUP INC
9,106$301K0.04%
31
AMDADVANCED MICRO DEVICES INC
1,793$264K0.03%
32
IIPRINNOVATIVE INDL PPTYS INC
2,501$252K0.03%
33
NOWSERVICENOW INC
355$250K0.03%
34
UPSTUPSTART HLDGS INC
6,013$245K0.03%
35
IBRXIMMUNITYBIO INC
47,687$239K0.03%
36
SNOWSNOWFLAKE INC
1,146$228K0.03%
37
ESTCELASTIC N V
1,968$221K0.03%
38
CRSPCRISPR THERAPEUTICS AG
3,416$213K0.03%
39
NUENUCOR CORP
1,179$205K0.03%
40
NVEEUSDNV5 GLOBAL INC
1,773$197K0.02%
41
DOWDOW INC
3,590$196K0.02%
42
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,869$194K0.02%
43
AESAES CORP
9,305$179K0.02%
44
UALUNITED AIRLS HLDGS INC
3,787$156K0.02%
45
CHWYCHEWY INC
6,483$153K0.02%
46
PLTRPALANTIR TECHNOLOGIES INC
8,467$145K0.02%
47
AVXLANAVEX LIFE SCIENCES CORP
15,462$143K0.02%
48
STMSTMICROELECTRONICS N V
2,604$130K0.02%
49
MDGLMADRIGAL PHARMACEUTICALS INC
552$127K0.02%
50
TMOTHERMO FISHER SCIENTIFIC INC
239$126K0.02%
51
APPSDIGITAL TURBINE INC
15,056$103K0.01%
52
DIAXNUVEEN DOW 30 DYN OVERWRITE
7,290$102K0.01%
53
XETYXEATON VANCE TX MGD DIV EQ IN
8,062$98K0.01%
54
LTHM1EURLIVENT CORP
5,372$96K0.01%
55
TAT&T INC
3,570$59K0.01%
56
SOFISOFI TECHNOLOGIES INC
1,972$19K0.00%
57
NTRNUTRIEN LTD
351$19K0.00%
58
TGTXTG THERAPEUTICS INC
1,122$19K0.00%
59
KRYSKRYSTAL BIOTECH INC
151$18K0.00%
60
ZSZSCALER INC
84$18K0.00%
61
XYZBLOCK INC
239$18K0.00%
62
BABOEING CO
67$17K0.00%
63
NVCRNOVOCURE LTD
1,192$17K0.00%
64
GNRCGENERAC HLDGS INC
135$17K0.00%
65
NETCLOUDFLARE INC
211$17K0.00%
66
OSKOSHKOSH CORP
162$17K0.00%
67
MDBMONGODB INC
43$17K0.00%
68
JBLJABIL INC
134$17K0.00%
69
CSGPCOSTAR GROUP INC
195$17K0.00%
70
DECKDECKERS OUTDOOR CORP
24$16K0.00%
71
BIDUNBAIDU INC
136$16K0.00%
72
HDBHDFC BANK LTD
247$16K0.00%
73
TSCOTRACTOR SUPPLY CO
74$16K0.00%
74
TTDTHE TRADE DESK INC
225$16K0.00%
75
KRKROGER CO
351$16K0.00%
76
DYHTARGET CORP
119$16K0.00%
77
SESEA LTD
376$15K0.00%
78
IRDMIRIDIUM COMMUNICATIONS INC
376$15K0.00%
79
AWCAMERICAN WTR WKS CO INC NEW
121$15K0.00%
80
ABNBAIRBNB INC
114$15K0.00%
81
BEAMBEAM THERAPEUTICS INC
587$15K0.00%
82
PHMPULTE GROUP INC
88$9K0.00%
83
IDIINTERDIGITAL INC
59$6K0.00%
84
TMUST MOBILE US INC
32$5K0.00%
85
ALLYALLY FINL INC
88$3K0.00%
86
KELKELLOGG CO
33$1K0.00%
87
SDYSPDR SERIES TRUST
18,549$00.00%
88
AVGOBROADCOM INC
4,611$00.00%
89
SPGPINVESCO EXCHANGE TRADED FD T
78,358$00.00%
90
AFLAFLAC INC
42,276$00.00%
91
UBSUBS GROUP AG
36,384$00.00%
92
FSLYFASTLY INC
57,389$00.00%
93
HDHOME DEPOT INC
9,519$00.00%
94
SPEMSPDR INDEX SHS FDS
31,817$00.00%
95
TXNTEXAS INSTRS INC
17,329$00.00%
96
BACVERIZON COMMUNICATIONS INC
231,362$00.00%
97
KOCOCA COLA CO
428,939$00.00%
98
HRHEALTHCARE RLTY TR
150,644$00.00%
99
UNHUNITEDHEALTH GROUP INC
5,664$00.00%
100
ELVANTHEM INC
6,011$00.00%
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