Liberty One Investment Management
$1.0B 13F equity value
159 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Liberty One Investment Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| LLY | ELI LILLY & CO | 30,289 | $36M | 3.6% |
| UNH | UNITEDHEALTH GROUP INC | 87,327 | $36M | 3.6% |
| CAH | CARDINAL HEALTH INC | 142,270 | $34M | 3.4% |
| JNJ | JOHNSON & JOHNSON | 130,485 | $33M | 3.3% |
| KO | COCA COLA CO | 385,861 | $31M | 3.1% |
| LNT | ALLIANT ENERGY CORP | 409,172 | $31M | 3.1% |
| SO | SOUTHERN CO | 309,176 | $30M | 3.0% |
| DUK | DUKE ENERGY CORP NEW | 230,763 | $29M | 2.9% |
| MSFT | MICROSOFT CORP | 76,192 | $28M | 2.8% |
| PG | PROCTER & GAMBLE CO | 193,404 | $28M | 2.8% |
Track Liberty One Investment Management's 13F portfolio: $1.0B in reported holdings, 159 positions. Top holdings and quarterly changes on SentiSense.
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