LIBERTY ONE INVESTMENT MANAGEMENT, LLC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$782.7M
Holdings
145
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (145 positions)
| Stock | Value |
|---|---|
ISRGINTUITIVE SURGICAL INC | $658K |
IQVIQVIA HLDGS INC | $653K |
KTOSKRATOS DEFENSE & SEC SOLUTIO | $643K |
BABAALIBABA GROUP HLDG LTD | $627K |
NVSNNOVARTIS AG | $619K |
CRMSALESFORCE INC | $613K |
NGGNATIONAL GRID PLC | $595K |
SESEA LTD | $590K |
RGAREINSURANCE GRP OF AMERICA I | $589K |
SNASNAP ON INC | $582K |
DDOMINION ENERGY INC | $581K |
VNQIVANGUARD INTL EQUITY INDEX F | $572K |
VVISA INC | $563K |
WPCWP CAREY INC | $556K |
ELFE L F BEAUTY INC | $545K |
CDNSCADENCE DESIGN SYSTEM INC | $520K |
LNGCHENIERE ENERGY INC | $479K |
MLB1MERCADOLIBRE INC | $477K |
BANFBANCFIRST CORP | $471K |
ITBISHARES TR | $396K |
LULULULULEMON ATHLETICA INC | $237K |
NUENUCOR CORP | $233K |
UALUNITED AIRLS HLDGS INC | $205K |
FIXCOMFORT SYS USA INC | $190K |
POSTPOST HLDGS INC | $188K |
CWSTCASELLA WASTE SYS INC | $188K |
PLTRPALANTIR TECHNOLOGIES INC | $187K |
SNOWSNOWFLAKE INC | $187K |
APPAPPLOVIN CORP | $178K |
VRTVERTIV HOLDINGS CO | $178K |
NETCLOUDFLARE INC | $177K |
NOWSERVICENOW INC | $167K |
RBLXROBLOX CORP | $151K |
IUSGISHARES TR | $121K |
GSLCGOLDMAN SACHS ETF TR | $121K |
NDQINVESCO QQQ TR | $120K |
IUSVISHARES TR | $119K |
CEGCONSTELLATION ENERGY CORP | $25K |
SPGIS&P GLOBAL INC | $21K |
ELVELEVANCE HEALTH INC FORMERLY | $20K |
NFLXNETFLIX INC | $19K |
PGRPROGRESSIVE CORP | $19K |
OXYOCCIDENTAL PETE CORP | $18K |
TWTRADEWEB MKTS INC | $17K |
AXONAXON ENTERPRISE INC | $17K |
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