§ 13F · FUND PROFILE
LIBERTY ONE INVESTMENT MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.8B (13F)Positions · 143Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$38M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | JNJ | JOHNSON & JOHNSON | 136K | $33M | 3.4% | +8% |
| 2 | CAH | CARDINAL HEALTH INC | 143K | $30M | 3.1% | +8% |
| 3 | NOC | NORTHROP GRUMMAN CORP | 40K | $27M | 2.8% | +14% |
| 4 | LNT | ALLIANT ENERGY CORP | 379K | $27M | 2.8% | +12% |
| 5 | DUK | DUKE ENERGY CORP NEW | 203K | $27M | 2.7% | +13% |
| 6 | KO | COCA COLA CO | 343K | $26M | 2.7% | +12% |
| 7 | T | AT&T INC | 894K | $26M | 2.7% | +15% |
| 8 | KR | KROGER CO | 358K | $26M | 2.7% | +14% |
| 9 | SO | SOUTHERN CO | 266K | $26M | 2.6% | +14% |
| 10 | LLY | LILLY ELI & CO | 27K | $24M | 2.5% | +22% |
§ 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 $1.8 billion in assets. The fund runs a portfolio of 143 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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