§ 13F · FUND PROFILE
LIBERTY ONE INVESTMENT MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $988.5T (13F)Positions · 145Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$22.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | CAH | CARDINAL HEALTH INC | 139K | $28.6T | 3.7% | −68% |
| 2 | JNJ | JOHNSON & JOHNSON | 132K | $27.2T | 3.5% | −64% |
| 3 | LLY | ELI LILLY & CO | 23K | $24.6T | 3.1% | −70% |
| 4 | LNT | ALLIANT ENERGY CORP | 351K | $22.8T | 2.9% | −64% |
| 5 | KO | COCA COLA CO | 319K | $22.3T | 2.9% | −64% |
| 6 | MCD | MCDONALDS CORP | 72K | $22.1T | 2.8% | −64% |
| 7 | DUK | DUKE ENERGY CORP NEW | 187K | $21.9T | 2.8% | −64% |
| 8 | NOC | NORTHROP GRUMMAN CORP | 38K | $21.6T | 2.8% | −62% |
| 9 | SO | SOUTHERN CO | 244K | $21.3T | 2.7% | −64% |
| 10 | UNH | UNITEDHEALTH GROUP INC | 63K | $20.8T | 2.7% | −61% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LIBERTY SIGNAL
AC read
LIBERTY ONE INVESTMENT MANAGEMENT, LLC is a Other fund managing $988496.6 trillion in assets. The fund runs a portfolio of 145 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed