13F HOLDINGS REPORT
LIBERTY ONE INVESTMENT MANAGEMENT, LLC
Quarter ended Q3 2025 · Filed October 27, 2025 · Accession 0001398344-25-019816
Total Value
$1.78B
Positions
143
Other Managers
0
Confidential Omitted
No
Holdings (143)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | JOHNSON & JOHNSON | JNJ | 366,813 | $68.0M | 3.83% |
| 2 | CARDINAL HEALTH INC | CAH | 432,951 | $67.9M | 3.82% |
| 3 | ALLIANT ENERGY CORP | LNT | 984,790 | $66.4M | 3.73% |
| 4 | SOUTHERN CO | SOMN | 685,769 | $65.0M | 3.66% |
| 5 | DUKE ENERGY CORP NEW | DUKB | 522,137 | $64.6M | 3.63% |
| 6 | MCDONALDS CORP | MCD | 198,669 | $60.4M | 3.40% |
| 7 | NORTHROP GRUMMAN CORP | NOC | 98,619 | $60.1M | 3.38% |
| 8 | LILLY ELI & CO | LLY | 76,688 | $58.5M | 3.29% |
| 9 | COCA COLA CO | KO | 875,107 | $58.1M | 3.26% |
| 10 | KROGER CO | KR | 857,667 | $57.8M | 3.25% |
| 11 | SYSCO CORP | SYY | 687,493 | $56.6M | 3.18% |
| 12 | PROCTER & GAMBLE CO | 742718109 | 364,698 | $56.0M | 3.15% |
| 13 | MICROSOFT CORP | MSFT | 107,929 | $55.9M | 3.14% |
| 14 | LAMB WESTON HLDGS INC | LW | 960,639 | $55.9M | 3.14% |
| 15 | UNITEDHEALTH GROUP INC | UNH | 160,408 | $55.4M | 3.12% |
| 16 | AT&T INC | T-PC | 1,918,734 | $54.1M | 3.04% |
| 17 | REPUBLIC SVCS INC | 760759100 | 236,001 | $54.1M | 3.04% |
| 18 | WASTE MGMT INC DEL | 94106L109 | 242,847 | $53.6M | 3.01% |
| 19 | CASEYS GEN STORES INC | 147528103 | 90,620 | $51.2M | 2.88% |
| 20 | CHUBB LIMITED | CB | 181,380 | $51.2M | 2.88% |
| 21 | MCKESSON CORP | MCK | 65,696 | $50.8M | 2.85% |
| 22 | MONDELEZ INTL INC | 609207105 | 790,637 | $49.4M | 2.78% |
| 23 | MOTOROLA SOLUTIONS INC | MSI | 106,229 | $48.6M | 2.73% |
| 24 | RENTOKIL INITIAL PLC | RKLIF | 1,581,075 | $39.9M | 2.25% |
| 25 | ENTERGY CORP NEW | ENO | 142,892 | $13.3M | 0.75% |
| 26 | GILEAD SCIENCES INC | GILD | 119,395 | $13.3M | 0.75% |
| 27 | VERIZON COMMUNICATIONS INC | VZ | 294,787 | $12.9M | 0.73% |
| 28 | PEPSICO INC | PEP | 79,776 | $11.2M | 0.63% |
| 29 | AGREE RLTY CORP | 008492100 | 155,287 | $11.0M | 0.62% |
| 30 | BROADCOM INC | AVGO | 29,446 | $9.7M | 0.55% |
| 31 | RAYTHEON TECHNOLOGIES CORP | RTX | 55,621 | $9.3M | 0.52% |
| 32 | GOLDMAN SACHS GROUP INC | GSCE | 11,621 | $9.3M | 0.52% |
| 33 | CATERPILLAR INC DEL | CAT | 18,327 | $8.7M | 0.49% |
| 34 | APPLE INC | AAPL | 33,096 | $8.4M | 0.47% |
| 35 | JPMORGAN CHASE & CO | VYLD | 26,149 | $8.2M | 0.46% |
| 36 | AMAZON COM INC | AMZN | 37,227 | $8.2M | 0.46% |
| 37 | TJX COS INC NEW | 872540109 | 54,432 | $7.9M | 0.44% |
| 38 | BLACKROCK INC | BLK | 6,748 | $7.9M | 0.44% |
| 39 | INVESCO EXCHANGE TRADED FD T | IVZ | 106,961 | $7.8M | 0.44% |
| 40 | WALMART INC | WMT | 73,746 | $7.6M | 0.43% |
| 41 | INVESCO EXCHANGE TRADED FD T | IVZ | 65,941 | $7.5M | 0.42% |
| 42 | HEALTHCARE RLTY TR | 42226K105 | 407,463 | $7.3M | 0.41% |
| 43 | TRAVELERS COMPANIES INC | TRV | 26,228 | $7.3M | 0.41% |
| 44 | AFLAC INC | AFL | 65,038 | $7.3M | 0.41% |
| 45 | HERSHEY CO | HSY | 38,076 | $7.1M | 0.40% |
| 46 | HOME DEPOT INC | HD | 17,530 | $7.1M | 0.40% |
| 47 | PROLOGIS INC | PLDGP | 61,544 | $7.0M | 0.40% |
| 48 | REALTY INCOME CORP | O | 115,865 | $7.0M | 0.40% |
| 49 | UNILEVER PLC | UNLYF | 118,289 | $7.0M | 0.39% |
| 50 | NEXTERA ENERGY INC | NEE-PW | 90,153 | $6.8M | 0.38% |
| 51 | CHEVRON CORP NEW | CVX | 43,229 | $6.7M | 0.38% |
| 52 | SELECT SECTOR SPDR TR | 81369Y209 | 47,857 | $6.7M | 0.37% |
| 53 | FIRST INDL RLTY TR INC | 32054K103 | 127,936 | $6.6M | 0.37% |
| 54 | INTUIT | INTU | 9,635 | $6.6M | 0.37% |
| 55 | COLGATE PALMOLIVE CO | CL | 81,005 | $6.5M | 0.36% |
| 56 | COSTCO WHSL CORP NEW | 22160K105 | 6,919 | $6.4M | 0.36% |
| 57 | DEERE & CO | DE | 13,942 | $6.4M | 0.36% |
| 58 | TEXAS INSTRS INC | 882508104 | 34,353 | $6.3M | 0.35% |
| 59 | HONEYWELL INTL INC | 438516106 | 29,859 | $6.3M | 0.35% |
| 60 | TYSON FOODS INC | TSN | 113,798 | $6.2M | 0.35% |
| 61 | EXTRA SPACE STORAGE INC | EXR | 43,626 | $6.1M | 0.35% |
| 62 | DOMINOS PIZZA INC | DPZ | 14,029 | $6.1M | 0.34% |
| 63 | INVESCO EXCHANGE TRADED FD | IVZ | 55,721 | $5.8M | 0.33% |
| 64 | MEDTRONIC PLC | MDT | 60,878 | $5.8M | 0.33% |
| 65 | AMGEN INC | AMGN | 18,029 | $5.1M | 0.29% |
| 66 | AMERICAN CENTY ETF TR | 025072877 | 49,942 | $5.0M | 0.28% |
| 67 | MERCK & CO INC | MRK | 59,071 | $5.0M | 0.28% |
| 68 | ELEVANCE HEALTH INC | ELV | 14,199 | $4.6M | 0.26% |
| 69 | BAXTER INTL INC | 071813109 | 169,839 | $3.9M | 0.22% |
| 70 | VANECK ETF TRUST | 92189F643 | 27,154 | $2.7M | 0.15% |
| 71 | INVESCO EXCHANGE TRADED FD T | IVZ | 34,957 | $2.7M | 0.15% |
| 72 | PROSHARES TR | 74347G606 | 29,282 | $2.5M | 0.14% |
| 73 | INVESCO EXCHANGE TRADED FD T | IVZ | 39,660 | $2.5M | 0.14% |
| 74 | SPDR SERIES TRUST | 78464A763 | 17,857 | $2.5M | 0.14% |
| 75 | PROSHARES TR | 74348A467 | 23,911 | $2.5M | 0.14% |
| 76 | INVESCO EXCHANGE TRADED FD T | IVZ | 33,470 | $2.5M | 0.14% |
| 77 | INVESCO EXCH TRADED FD TR | IVZ | 48,118 | $2.3M | 0.13% |
| 78 | CROWDSTRIKE HLDGS INC | CRWD | 4,249 | $2.1M | 0.12% |
| 79 | SCHWAB STRATEGIC TR | 808524797 | 75,174 | $2.1M | 0.12% |
| 80 | NEBIUS GROUP N.V. | NBIS | 18,085 | $2.0M | 0.11% |
| 81 | ALPHABET INC | GOOG | 8,092 | $2.0M | 0.11% |
| 82 | ISHARES TR | 464287671 | 11,481 | $1.9M | 0.11% |
| 83 | INVESCO QQQ TR | IVZ | 3,119 | $1.9M | 0.11% |
| 84 | GOLDMAN SACHS ETF TR | NVGLF | 14,033 | $1.8M | 0.10% |
| 85 | ISHARES TR | 464287663 | 17,761 | $1.8M | 0.10% |
| 86 | ADVANCED MICRO DEVICES INC | AMD | 10,707 | $1.7M | 0.10% |
| 87 | SPDR SERIES TRUST | 78464A540 | 11,437 | $1.6M | 0.09% |
| 88 | VANGUARD WORLD FDS | 92204A207 | 7,238 | $1.5M | 0.09% |
| 89 | KRATOS DEFENSE & SEC SOLUTIO | 50077B207 | 15,639 | $1.4M | 0.08% |
| 90 | ONTO INNOVATION INC | ONTO | 10,884 | $1.4M | 0.08% |
| 91 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 4,998 | $1.4M | 0.08% |
| 92 | SPDR INDEX SHS FDS | 78463X509 | 29,200 | $1.4M | 0.08% |
| 93 | E L F BEAUTY INC | ELF | 9,989 | $1.3M | 0.07% |
| 94 | UBER TECHNOLOGIES INC | UBER | 12,539 | $1.2M | 0.07% |
| 95 | SOUTHSTATE CORPORATION | SSB | 12,294 | $1.2M | 0.07% |
| 96 | ALIBABA GROUP HLDG LTD | BBAAY | 6,692 | $1.2M | 0.07% |
| 97 | INTUITIVE SURGICAL INC | ISRG | 2,287 | $1.0M | 0.06% |
| 98 | SALESFORCE INC | CRM | 4,289 | $1.0M | 0.06% |
| 99 | LANTHEUS HLDGS INC | LNTH | 19,713 | $1.0M | 0.06% |
| 100 | CAVA GROUP INC | CAVA | 16,148 | $976,534 | 0.05% |
| 101 | UBS GROUP AG | UBS | 22,631 | $927,551 | 0.05% |
| 102 | NOVARTIS A G | NVSEF | 6,822 | $875,032 | 0.05% |
| 103 | DOMINION ENERGY INC | D | 14,219 | $869,726 | 0.05% |
| 104 | SNAP ON INC | SNA | 2,493 | $863,680 | 0.05% |
| 105 | CHENIERE ENERGY INC | LNG | 3,639 | $854,668 | 0.05% |
| 106 | CADENCE DESIGN SYSTEM INC | CDNS | 2,422 | $850,394 | 0.05% |
| 107 | IQVIA HLDGS INC | IQV | 4,386 | $833,423 | 0.05% |
| 108 | WP CAREY INC | 92936U109 | 12,329 | $833,120 | 0.05% |
| 109 | NATIONAL GRID PLC | NMPWP | 11,396 | $828,428 | 0.05% |
| 110 | VANGUARD INTL EQUITY INDEX F | 922042676 | 17,338 | $827,689 | 0.05% |
| 111 | SOUTHWEST GAS HOLDINGS INC | SWX | 10,564 | $827,565 | 0.05% |
| 112 | VISA INC | V | 2,369 | $808,663 | 0.05% |
| 113 | EINSURANCE GRP OF AMERICA I | 759351604 | 4,150 | $797,260 | 0.04% |
| 114 | VICI PPTYS INC | 925652109 | 24,440 | $796,685 | 0.04% |
| 115 | BANCFIRST CORP | BANFP | 6,256 | $790,631 | 0.04% |
| 116 | MERCADOLIBRE INC | MELI | 330 | $770,583 | 0.04% |
| 117 | PALANTIR TECHNOLOGIES INC | PLTR | 4,202 | $765,813 | 0.04% |
| 118 | TWILIO INC | TWLO | 7,561 | $757,313 | 0.04% |
| 119 | INGREDION INC | INGR | 6,184 | $755,031 | 0.04% |
| 120 | NUCOR CORP | NUE | 5,248 | $710,295 | 0.04% |
| 121 | LULULEMON ATHLETICA INC | LULU | 3,321 | $589,670 | 0.03% |
| 122 | ROBLOX CORP | RBLX | 3,732 | $515,783 | 0.03% |
| 123 | ISHARES TR | 464288752 | 4,732 | $507,486 | 0.03% |
| 124 | CLOUDFLARE INC | NET | 2,198 | $470,247 | 0.03% |
| 125 | VERTIV HOLDINGS CO | VRT | 3,066 | $465,940 | 0.03% |
| 126 | COMFORT SYS USA INC | 199908104 | 561 | $462,948 | 0.03% |
| 127 | SNOWFLAKE INC | SNOW | 1,979 | $447,873 | 0.03% |
| 128 | SERVICENOW INC | NOW | 463 | $425,343 | 0.02% |
| 129 | NUTANIX INC | NTNX | 5,516 | $408,332 | 0.02% |
| 130 | UNITED AIRLS HLDGS INC | UNTCW | 4,127 | $398,736 | 0.02% |
| 131 | POST HLDGS INC | POST | 3,524 | $378,359 | 0.02% |
| 132 | CONSTELLATION ENERGY CORP | CEG | 1,117 | $367,614 | 0.02% |
| 133 | CASELLA WASTE SYS INC | CWST | 3,869 | $365,299 | 0.02% |
| 134 | T-MOBILE US INC | TMUSZ | 1,516 | $362,731 | 0.02% |
| 135 | NETFLIX INC | NFLX | 297 | $356,079 | 0.02% |
| 136 | OCCIDENTAL PETE CORP | 674599105 | 7,229 | $341,485 | 0.02% |
| 137 | SYNOPSYS INC | SNPS | 681 | $334,355 | 0.02% |
| 138 | AXON ENTERPRISE INC | AXON | 462 | $331,504 | 0.02% |
| 139 | DRAFTKINGS INC NEW | DKNG | 8,763 | $326,475 | 0.02% |
| 140 | PROGRESSIVE CORP | 743315103 | 1,291 | $318,825 | 0.02% |
| 141 | S&P GLOBAL INC | SPGI | 650 | $316,543 | 0.02% |
| 142 | TRADEWEB MKTS INC | 892672106 | 2,527 | $280,378 | 0.02% |
| 143 | META PLATFORMS INC | META | 249 | $182,409 | 0.01% |