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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

LIBERTY ONE INVESTMENT MANAGEMENT, LLC

Quarter ended Q4 2023 · Filed November 3, 2023 · Accession 0001398344-23-020161

Total Value
$689.9M
Positions
161
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (161)

#IssuerTicker / CUSIPSharesValue% of Filing
1LILLY ELI & COLLY62,736$33.7M4.88%
2CARDINAL HEALTH INCCAH310,668$27.0M3.91%
3PROCTER & GAMBLE CO742718109171,760$25.1M3.63%
4MCDONALDS CORPMCD89,625$23.6M3.42%
5COCA COLA COKO412,529$23.1M3.35%
6JOHNSON & JOHNSONJNJ148,251$23.1M3.35%
7KIMBERLY CLARK CORPKMB190,679$23.0M3.34%
8SOUTHERN COSOMN352,433$22.8M3.31%
9LOCKHEED MARTIN CORPLMT55,560$22.7M3.29%
10DUKE ENERGY CORP NEWDUKB254,743$22.5M3.26%
11MONDELEZ INTL INC609207105321,664$22.3M3.24%
12REPUBLIC SVCS INC760759100155,738$22.2M3.22%
13CLOROX CO DELCLX168,301$22.1M3.20%
14ALLIANT ENERGY CORPLNT454,390$22.0M3.19%
15HORMEL FOODS CORPHRL577,202$22.0M3.18%
16WASTE MGMT INC DEL94106L109138,371$21.1M3.06%
17PEPSICO INCPEP123,030$20.8M3.02%
18PFIZER INCPFE614,173$20.4M2.95%
19KEURIG DR PEPPER INCKDP633,375$20.0M2.90%
20MICROSOFT CORPMSFT63,086$19.9M2.89%
21SYSCO CORPSYY288,461$19.1M2.76%
22AMDOCS LTDDOX163,348$13.8M2.00%
23STARBUCKS CORPSBUX147,705$13.5M1.95%
24GILEAD SCIENCES INCGILD100,202$7.5M1.09%
25BCE INCBCPPF194,638$7.4M1.08%
26VERIZON COMMUNICATIONS INCVZ228,624$7.4M1.07%
27INVESCO EXCHANGE TRADED FD TIVZ80,024$7.3M1.06%
28NORTHWESTERN CORPNWE137,332$6.6M0.96%
29SELECT SECTOR SPDR TR81369Y20951,148$6.6M0.95%
30INVESCO EXCHANGE TRADED FD TIVZ116,387$5.8M0.84%
31AMAZON COM INCAMZN30,357$3.9M0.56%
32BROADCOM INCAVGO4,612$3.8M0.56%
33CATERPILLAR INC DELCAT12,219$3.3M0.48%
34APPLE INCAAPL19,014$3.3M0.47%
35COLGATE PALMOLIVE COCL45,635$3.2M0.47%
36TJX COS INC NEW87254010936,339$3.2M0.47%
37AFLAC INCAFL41,015$3.1M0.46%
38COSTCO WHSL CORP NEW22160K1055,340$3.0M0.44%
39WALMART INCWMT18,731$3.0M0.43%
40JPMORGAN CHASE & COVYLD20,584$3.0M0.43%
41AMGEN INCAMGN10,941$2.9M0.43%
42CHEVRON CORP NEWCVX16,692$2.8M0.41%
43MERCK & CO INCMRK26,422$2.7M0.39%
44LAMB WESTON HLDGS INCLW29,404$2.7M0.39%
45HOME DEPOT INCHD8,982$2.7M0.39%
46UNITEDHEALTH GROUP INCUNH5,375$2.7M0.39%
47RAYTHEON TECHNOLOGIES CORPRTX37,626$2.7M0.39%
48GOLDMAN SACHS GROUP INCGSCE8,187$2.6M0.38%
49PROLOGIS INCPLDGP23,452$2.6M0.38%
50DEERE & CODE6,967$2.6M0.38%
51BLACKROCK INCBLK4,012$2.6M0.38%
52FIRST INDL RLTY TR INC32054K10354,088$2.6M0.37%
53HONEYWELL INTL INC43851610613,849$2.6M0.37%
54TEXAS INSTRS INC88250810416,073$2.6M0.37%
55TRAVELERS COMPANIES INCTRV15,629$2.6M0.37%
56MEDTRONIC PLCMDT31,754$2.5M0.36%
57ANTHEM INCELV5,656$2.5M0.36%
58HERSHEY COHSY11,718$2.3M0.34%
59PROSHARES TR74348A46725,829$2.3M0.33%
60REALTY INCOME CORPO44,208$2.2M0.32%
61INVESCO EXCHANGE TRADED FD TIVZ37,271$2.2M0.32%
62SPDR SERIES TRUST78464A76319,005$2.2M0.32%
63INVESCO EXCHANGE TRADED FD TIVZ44,330$2.2M0.32%
64TYSON FOODS INCTSN42,772$2.2M0.31%
65INVESCO EXCHANGE TRADED FD TIVZ41,437$2.1M0.30%
66HEALTHCARE RLTY TR42226K105136,418$2.1M0.30%
67BAXTER INTL INC07181310955,107$2.1M0.30%
68NEXTERA ENERGY INCNEE-PW35,015$2.0M0.29%
69VANGUARD WORLD FDS92204A2078,322$1.5M0.22%
70FASTLY INCFSLY60,953$1.2M0.17%
71CROWDSTRIKE HLDGS INCCRWD6,944$1.2M0.17%
72SPDR INDEX SHS FDS78463X50932,506$1.1M0.16%
73BOSTON BEER INCSAM2,586$1.0M0.15%
74LULULEMON ATHLETICA INCLULU2,580$994,8740.14%
75SPDR SERIES TRUST78464A54013,838$981,5340.14%
76UBS GROUP AGUBS38,649$952,7090.14%
77ON SEMICONDUCTOR CORPON10,036$932,8460.14%
78ALPHABET INCGOOG6,611$871,6600.13%
79KRATOS DEFENSE & SEC SOLUTIO50077B20757,389$861,9830.12%
80CHENIERE ENERGY INCLNG5,184$860,3870.12%
81TWILIO INCTWLO14,404$843,0660.12%
82NOVARTIS A GNVSEF8,126$827,6790.12%
83INGREDION INCINGR8,293$816,0030.12%
84EINSURANCE GRP OF AMERICA I7593516045,581$810,3650.12%
85INTUITIVE SURGICAL INCISRG2,763$807,5970.12%
86SNAP ON INCSNA3,117$794,9900.12%
87VISA INCV3,438$790,7160.11%
88TENABLE HLDGS INC88025T10217,515$784,6720.11%
89UNILEVER PLCUNLYF15,875$784,2420.11%
90AMERICOLD RLTY TRCOLD25,478$774,7830.11%
91NATIONAL GRID PLCNMPWP11,848$718,3640.10%
92VICI PPTYS INC92565210924,627$716,6570.10%
93SOUTHWEST GAS HOLDINGS INCSWX11,722$708,0970.10%
94IQVIA HLDGS INCIQV3,552$698,8560.10%
95ALIBABA GROUP HLDG LTDBBAAY8,033$696,7820.10%
96VANGUARD INTL EQUITY INDEX F92204267617,883$696,1820.10%
97ESSENTIAL UTILS INC29670G10218,216$625,3470.09%
98DOMINION ENERGY INCD13,676$610,8870.09%
99CANADA GOOSE HLDGS INCGOOS41,488$608,2140.09%
100REGENXBIO INCRGNX36,522$601,1520.09%
101ENPHASE ENERGY INCENPH5,000$600,7500.09%
102ENVESTNET INC29404K10613,115$577,4530.08%
103WP CAREY INC92936U10910,521$568,9700.08%
104SUNRUN INCRUN36,523$458,7290.07%
105SOLAREDGE TECHNOLOGIES INCSEDG3,535$457,8180.07%
106CITIZENS FINANCIAL GROUP INCCIA9,209$246,8140.04%
107SERVICENOW INCNOW365$204,0200.03%
108SENTINELONE INCS11,843$199,6730.03%
109NUCOR CORPNUE1,263$197,5470.03%
110INNOVATIVE INDL PPTYS INCINHD2,576$194,9230.03%
111DOW INCDOW3,663$188,8870.03%
112ADVANCED MICRO DEVICES INCAMD1,786$183,6370.03%
113NV5 GLOBAL INC62945V1091,834$176,4860.03%
114SNOWFLAKE INCSNOW1,132$172,9360.03%
115ELASTIC N VESTC2,102$170,7660.02%
116TAIWAN SEMICONDUCTOR MFG LTD8740391001,906$165,5880.02%
117UPSTART HLDGS INCUPST5,717$163,1630.02%
118UNITED AIRLS HLDGS INCUNTCW3,667$155,1140.02%
119CRISPR THERAPEUTICS AGCRSP3,376$153,2370.02%
120PALANTIR TECHNOLOGIES INCPLTR8,912$142,5920.02%
121AES CORPAES8,976$136,4380.02%
122THERMO FISHER SCIENTIFIC INCTMO240$121,4670.02%
123STMICROELECTRONICS N VSTMEF2,630$113,5050.02%
124ANAVEX LIFE SCIENCES CORPAVXL14,797$96,9200.01%
125NUVEEN DOW 30 DYN OVERWRITENU7,062$96,7530.01%
126CHEWY INCCHWY5,242$95,7190.01%
127EATON VANCE TX MGD DIV EQ INETN8,106$93,5390.01%
128LIVENT CORPLIVG4,911$90,4120.01%
129DIGITAL TURBINE INCAPPS13,686$82,8000.01%
130IMMUNITYBIO INCIBRX47,578$80,4070.01%
131MADRIGAL PHARMACEUTICALS INCMDGL518$75,6490.01%
132AT&T INCT-PC4,263$64,0370.01%
133NUTRIEN LTDNTR350$21,7340.00%
134MONGODB INCMDB36$12,4510.00%
135KRYSTAL BIOTECH INCKRYS99$11,4840.00%
136ZSCALER INCZS72$11,2020.00%
137SOFI TECHNOLOGIES INCSOFI1,318$10,5310.00%
138OSHKOSH CORPOSK107$10,2580.00%
139THE TRADE DESK INC88339J105131$10,2380.00%
140COSTAR GROUP INCCSGP119$9,1500.00%
141CLOUDFLARE INCNET143$9,0150.00%
142GENERAC HLDGS INCGNRC73$7,9540.00%
143BOEING COBA-PA40$7,6670.00%
144KROGER COKR171$7,6580.00%
145TRACTOR SUPPLY COTSCO37$7,5780.00%
146HDFC BANK LTDHDB128$7,5730.00%
147BAIDU INCBAIDF55$7,3890.00%
148AMERICAN WTR WKS CO INC NEW03042010358$7,1650.00%
149PULTE GROUP INC74586710188$6,5360.00%
150BEAM THERAPEUTICS INCBEAM270$6,4940.00%
151KELLOGG COBEKE108$6,4420.00%
152IRIDIUM COMMUNICATIONS INCIRDM140$6,3660.00%
153TARGET CORPTGT55$6,1130.00%
154BLOCK INCBSQKZ126$5,5770.00%
155INTERDIGITAL INCIDCC59$4,7600.00%
156SEA LTDSE105$4,6150.00%
157TG THERAPEUTICS INCTGTX540$4,5140.00%
158T MOBILE US INCTMUSZ32$4,4820.00%
159MCCORMICK & CO INCMKC-V34$2,6030.00%
160NOVOCURE LTDNVCR160$2,5840.00%
161ALLY FINL INC02005N10088$2,3590.00%