§ 13F · FUND PROFILE
LIBERTY ONE INVESTMENT MANAGEMENT, LLC.
AUM · $1.0B (13F)Positions · 219Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$39M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | UNH | UNITEDHEALTH GROUP INC | 73K | $30M | 3.0% | +4% |
| 2 | LLY | ELI LILLY & CO | 24K | $29M | 2.9% | −4% |
| 3 | CAH | CARDINAL HEALTH INC | 115K | $27M | 2.7% | −15% |
| 4 | JNJ | JOHNSON & JOHNSON | 107K | $27M | 2.7% | −16% |
| 5 | LNT | ALLIANT ENERGY CORP | 346K | $26M | 2.6% | −5% |
| 6 | KO | COCA COLA CO | 322K | $26M | 2.6% | −3% |
| 7 | SO | SOUTHERN CO | 264K | $25M | 2.5% | +2% |
| 8 | DUK | DUKE ENERGY CORP NEW | 196K | $25M | 2.5% | −1% |
| 9 | MSFT | MICROSOFT CORP | 66K | $25M | 2.5% | +20% |
| 10 | PG | PROCTER & GAMBLE CO | 166K | $24M | 2.4% | +12% |
§ 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 $1.0 billion in assets. The fund runs a broad portfolio of 219 positions.
Read the full dossier →