Institutional Manager · CIK 0001807328
LIBERTY ONE INVESTMENT MANAGEMENT, LLC
LIBERTYVILLE, IL · File #028-20219
Latest AUM
$782.7M
Positions
207
Top-10 Concentration
38.9%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025207 pos · $782.7M
- 13F HOLDINGS REPORTQ/E Sep 2025143 pos · $1.78B
- 13F HOLDINGS REPORTQ/E Jun 2025145 pos · $988.5M
- 13F HOLDINGS REPORTQ/E Mar 2025146 pos · $988.3M
- 13F HOLDINGS REPORTQ/E Dec 2024148 pos · $923.0M
- 13F HOLDINGS REPORTQ/E Sep 2024181 pos · $978.3M
- 13F HOLDINGS REPORTQ/E Jun 2024181 pos · $887,387
- 13F HOLDINGS REPORTQ/E Mar 2024182 pos · $883.5M
- 13F HOLDINGS REPORTQ/E Dec 2023161 pos · $689.9M
- 13F HOLDINGS REPORTQ/E Sep 2023170 pos · $770.8M
- 13F HOLDINGS REPORTQ/E Jun 2023169 pos · $733.3M
- 13F HOLDINGS REPORTQ/E Mar 2023151 pos · $696.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | CARDINAL HEALTH INC | CAH | 139,354 | $28.6M | 4.78% |
| 2 | JOHNSON & JOHNSON | JNJ | 131,523 | $27.2M | 4.55% |
| 3 | ELI LILLY & CO | LLY | 22,852 | $24.6M | 4.10% |
| 4 | ALLIANT ENERGY CORP | LNT | 350,738 | $22.8M | 3.81% |
| 5 | COCA COLA CO | KO | 319,201 | $22.3M | 3.73% |
| 6 | MCDONALDS CORP | MCD | 72,295 | $22.1M | 3.69% |
| 7 | DUKE ENERGY CORP NEW | DUKB | 186,908 | $21.9M | 3.66% |
| 8 | NORTHROP GRUMMAN CORP | NOC | 37,829 | $21.6M | 3.60% |
| 9 | SOUTHERN CO | SOMN | 244,088 | $21.3M | 3.55% |
| 10 | UNITEDHEALTH GROUP INC | UNH | 63,087 | $20.8M | 3.48% |
| 11 | CHUBB LIMITED | CB | 65,291 | $20.4M | 3.40% |
| 12 | KROGER CO | KR | 325,954 | $20.4M | 3.40% |
| 13 | AT&T INC | T-PC | 812,003 | $20.2M | 3.37% |
| 14 | MICROSOFT CORP | MSFT | 41,189 | $19.9M | 3.33% |
| 15 | MCKESSON CORP | MCK | 23,902 | $19.6M | 3.27% |
| 16 | PROCTER AND GAMBLE CO | 742718109 | 135,410 | $19.4M | 3.24% |
| 17 | SYSCO CORP | SYY | 242,694 | $17.9M | 2.99% |
| 18 | WASTE MGMT INC DEL | 94106L109 | 80,856 | $17.8M | 2.97% |
| 19 | REPUBLIC SVCS INC | 760759100 | 77,237 | $16.4M | 2.73% |
| 20 | RENTOKIL INITIAL PLC | RKLIF | 536,177 | $15.8M | 2.64% |