LIBERTY ONE INVESTMENT MANAGEMENT, LLC
LIBERTY ONE INVESTMENT MANAGEMENT, LLC reported 154 positions worth $1.00B as of June 30, 2026 (13F filed August 13, 2026). Largest holding: LLY (3.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | LLY | SH | $36.3M | 3.63% | 30,289 | — | — | |
| ▸ 2 | UNH | SH | $36.3M | 3.63% | 87,327 | — | — | |
| ▸ 3 | CAH | SH | $33.8M | 3.38% | 142,270 | — | — | |
| ▸ 4 | JNJ | SH | $33.1M | 3.31% | 130,485 | — | — | |
| ▸ 5 | KO | SH | $31.4M | 3.14% | 385,861 | — | — | |
| ▸ 6 | LNT | SH | $31.2M | 3.12% | 409,172 | — | — | |
| ▸ 7 | SO | SH | $29.6M | 2.96% | 309,176 | — | — | |
| ▸ 8 | DUK | SH | $29.2M | 2.92% | 230,763 | — | — | |
| ▸ 9 | MSFT | SH | $28.4M | 2.84% | 76,192 | — | — | |
| ▸ 10 | PG | SH | $28.4M | 2.84% | 193,404 | — | — |
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Frequently Asked Questions
What stocks does LIBERTY ONE INVESTMENT MANAGEMENT, LLC hold as of Q2 2026?
LIBERTY ONE INVESTMENT MANAGEMENT, LLC reported 154 positions worth $1.00B in its Q2 2026 13F filing. Largest positions: LLY (3.6%), UNH (3.6%), CAH (3.4%), JNJ (3.3%) and KO (3.1%).
What did LIBERTY ONE INVESTMENT MANAGEMENT, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did LIBERTY ONE INVESTMENT MANAGEMENT, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.