Sponsored

The Analysis of LIBERTY ONE INVESTMENT MANAGEMENT, LLC's Holdings & P&L

Currently, LIBERTY ONE INVESTMENT MANAGEMENT, LLC holds 154 types of securities in its portfolio with a total value $970.0M. In the most recent quarter, they have increased their positions in N/A (+431.8K shares, valued at $11.2M), N/A (+21.9K shares, valued at $6.8M), N/A (+23.1K shares, valued at $6.6M); decreased their positions in VZ (-96.8K shares, valued at $4.9M), SYY (-48.9K shares, valued at $3.5M), MDLZ (-53.0K shares, valued at $3.1M); initiated new positions in N/A (+431.8K shares, valued at $11.2M), N/A (+230.1K shares, valued at $6.1M), GWW (+5.0K shares, valued at $5.4M).

1M P&L

+2.2M+0.28%

3M P&L

-15.9M-1.98%

HY P&L

+45.0M+6.05%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Drug Manufacturers - General64.3M

8.7%

2Utilities - Regulated Electric58.9M

8.0%

3N/A54.2M

7.4%

Top Industries by Stock Count

1N/A29 stocks

21.2%

2Software - Application7 stocks

5.1%

3Aerospace & Defense5 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JNJ JOHNSON & JOHNSON156.1K shares8.45%2026-03-312026-05-14

CAH CARDINAL HEALTH INC166.4K shares8.17%2026-03-312026-05-14

NOC NORTHROP GRUMMAN CORP46.3K shares13.93%2026-03-312026-05-14

LNT ALLIANT ENERGY CORP432.1K shares12.49%2026-03-312026-05-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW232.0K shares13.18%2026-03-312026-05-14

KO COCA COLA CO396.4K shares12.34%2026-03-312026-05-14

KR KROGER CO411.3K shares14.42%2026-03-312026-05-14

T AT&T INC1.0M shares14.56%2026-03-312026-05-14

Sponsored

SO SOUTHERN CO304.3K shares13.60%2026-03-312026-05-14

LLY LILLY ELI & CO31.6K shares21.81%2026-03-312026-05-14

MCD MCDONALDS CORP90.4K shares13.46%2026-03-312026-05-14

MCK MCKESSON CORP29.3K shares11.64%2026-03-312026-05-14

CB CHUBB LIMITED77.5K shares8.54%2026-03-312026-05-14

PG PROCTER & GAMBLE CO173.2K shares15.55%2026-03-312026-05-14

CASY CASEYS GEN STORES INC32.7K shares7.26%2026-03-312026-05-14

MSFT MICROSOFT CORP63.6K shares36.58%2026-03-312026-05-14

Sponsored

WM WASTE MGMT INC DEL100.9K shares12.38%2026-03-312026-05-14

UNH UNITEDHEALTH GROUP INC83.9K shares19.05%2026-03-312026-05-14

MSI MOTOROLA SOLUTIONS INC47.8K shares11.61%2026-03-312026-05-14

RSG REPUBLIC SVCS INC94.0K shares11.17%2026-03-312026-05-14

RTO RENTOKIL INITIAL PLC626.0K shares7.71%2026-03-312026-05-14

LW LAMB WESTON HLDGS INC396.0K shares-4.86%2026-03-312026-05-14

SYY SYSCO CORP214.1K shares-18.61%2026-03-312026-05-14

MDLZ MONDELEZ INTL INC260.9K shares-16.87%2026-03-312026-05-14

Sponsored

ALPHABET INC ALPHABET INC42.4K shares119.74%2026-03-312026-05-14

BROADCOM INC BROADCOM INC37.3K shares141.87%2026-03-312026-05-14

TWO RDS SHARED TR TWO RDS SHARED TR431.8K sharesnew addition2026-03-312026-05-14

CAT CATERPILLAR INC DEL11.4K shares19.57%2026-03-312026-05-14

ETR ENTERGY CORP NEW67.9K shares7.57%2026-03-312026-05-14

RTX RAYTHEON TECHNOLOGIES CORP37.0K shares22.99%2026-03-312026-05-14

GILD GILEAD SCIENCES INC50.9K shares4.18%2026-03-312026-05-14

CVX CHEVRON CORP NEW33.5K shares30.48%2026-03-312026-05-14

Sponsored

GS GOLDMAN SACHS GROUP INC7.5K shares30.30%2026-03-312026-05-14

AAPL APPLE INC25.1K shares37.35%2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS INC125.6K shares-43.52%2026-03-312026-05-14

WMT WALMART INC50.7K shares27.55%2026-03-312026-05-14

AMZN AMAZON COM INC30.2K shares37.64%2026-03-312026-05-14

NEE NEXTERA ENERGY INC67.4K shares29.77%2026-03-312026-05-14

PLD PROLOGIS INC47.3K shares37.28%2026-03-312026-05-14

TWO RDS SHARED TR TWO RDS SHARED TR230.1K sharesnew addition2026-03-312026-05-14

Sponsored

TJX TJX COS INC NEW38.1K shares27.08%2026-03-312026-05-14

HSY HERSHEY CO28.7K shares30.35%2026-03-312026-05-14

DE DEERE & CO10.6K shares31.51%2026-03-312026-05-14

ADC AGREE RLTY CORP78.7K shares8.37%2026-03-312026-05-14

TSN TYSON FOODS INC91.8K shares33.05%2026-03-312026-05-14

CL COLGATE PALMOLIVE CO68.4K shares33.26%2026-03-312026-05-14

V VISA INC18.9K shares1079.83%2026-03-312026-05-14

FR FIRST INDL RLTY TR INC98.1K shares30.21%2026-03-312026-05-14

Sponsored

O REALTY INCOME CORP91.0K shares31.52%2026-03-312026-05-14

TRV TRAVELERS COMPANIES INC19.1K shares30.31%2026-03-312026-05-14

HON HONEYWELL INTL INC24.4K shares34.37%2026-03-312026-05-14

GWW WW GRAINGER INC5.0K sharesnew addition2026-03-312026-05-14

TXN TEXAS INSTRS INC27.9K shares33.68%2026-03-312026-05-14

COST COSTCO WHSL CORP NEW5.4K shares34.11%2026-03-312026-05-14

TMUS T-MOBILE US INC25.3K shares44.17%2026-03-312026-05-14

AFL AFLAC INC48.4K shares31.50%2026-03-312026-05-14

Sponsored

HR HEALTHCARE RLTY TR311.1K shares31.27%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO17.9K shares28.46%2026-03-312026-05-14

UNILEVER PLC UNILEVER PLC90.6K shares28.81%2026-03-312026-05-14

EXR EXTRA SPACE STORAGE INC36.4K shares37.27%2026-03-312026-05-14

BLACKROCK INC BLACKROCK INC4.9K shares30.67%2026-03-312026-05-14

HD HOME DEPOT INC13.9K shares34.81%2026-03-312026-05-14

META META PLATFORMS INC7.5K shares35.70%2026-03-312026-05-14

DPZ DOMINOS PIZZA INC11.8K shares38.28%2026-03-312026-05-14

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T51.8K shares-17.10%2026-03-312026-05-14

INTU INTUIT7.9K shares40.89%2026-03-312026-05-14

JPIE J P MORGAN EXCHANGE TRADED F69.5K shares45.05%2026-03-312026-05-14

DFAI DIMENSIONAL ETF TRUST72.5K sharesnew addition2026-03-312026-05-14

EVSD MORGAN STANLEY ETF TRUST54.9K shares45.05%2026-03-312026-05-14

FLXR TCW ETF TRUST71.0K shares45.05%2026-03-312026-05-14

PYLD PIMCO ETF TR105.4K shares45.05%2026-03-312026-05-14

TWO RDS SHARED TR TWO RDS SHARED TR97.9K sharesnew addition2026-03-312026-05-14

Sponsored

VMBS VANGUARD SCOTTSDALE FDS51.7K shares45.05%2026-03-312026-05-14

AGG ISHARES TR24.1K shares45.05%2026-03-312026-05-14

RSPU INVESCO EXCHANGE TRADED FD T29.1K shares6.93%2026-03-312026-05-14

SDY SPDR SERIES TRUST15.0K shares7.15%2026-03-312026-05-14

XLV SELECT SECTOR SPDR TR14.6K shares-53.29%2026-03-312026-05-14

NOBL PROSHARES TR20.2K shares7.34%2026-03-312026-05-14

XMLV INVESCO EXCHANGE TRADED FD T33.6K shares8.08%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T28.4K shares8.13%2026-03-312026-05-14

Sponsored

SPGP INVESCO EXCHANGE TRADED FD T19.2K shares-56.04%2026-03-312026-05-14

VCLT VANGUARD SCOTTSDALE FDS25.9K shares45.05%2026-03-312026-05-14

IUSV ISHARES TR16.9K shares1345.85%2026-03-312026-05-14

XTL SPDR SERIES TRUST9.0K shares3.07%2026-03-312026-05-14

GSLC GOLDMAN SACHS ETF TR13.4K shares1365.03%2026-03-312026-05-14

IUSG ISHARES TR10.8K shares1389.39%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR2.9K shares1378.57%2026-03-312026-05-14

IETC ISHARES U S ETF TR18.8K sharesnew addition2026-03-312026-05-14

Sponsored

GRID FIRST TR EXCHANGE-TRADED FD9.6K sharesnew addition2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC7.3K shares63.83%2026-03-312026-05-14

ONTO ONTO INNOVATION INC6.8K shares10.66%2026-03-312026-05-14

CRWD CROWDSTRIKE HLDGS INC3.5K shares89.16%2026-03-312026-05-14

MAGS LISTED FDS TR23.5K sharesnew addition2026-03-312026-05-14

ROKT SPDR SERIES TRUST12.2K sharesnew addition2026-03-312026-05-14

SNEX STONEX GROUP INC14.7K shares85.46%2026-03-312026-05-14

NBIS NEBIUS GROUP N.V.11.4K shares16.42%2026-03-312026-05-14

Sponsored

HFSI HARTFORD FDS EXCHANGE TRADED34.1K shares45.06%2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MFG LTD3.4K shares19.30%2026-03-312026-05-14

DBMF LITMAN GREGORY FDS TR37.7K sharesnew addition2026-03-312026-05-14

SPEM SPDR INDEX SHS FDS24.2K shares5.83%2026-03-312026-05-14

CAVA CAVA GROUP INC14.0K shares18.38%2026-03-312026-05-14

VDC VANGUARD WORLD FDS4.7K shares-21.61%2026-03-312026-05-14

TLN TALEN ENERGY CORP3.0K shares35.38%2026-03-312026-05-14

SPOT SPOTIFY TECHNOLOGY S A1.8K shares41.48%2026-03-312026-05-14

Sponsored

UBER UBER TECHNOLOGIES INC12.1K shares50.35%2026-03-312026-05-14

ISRG INTUITIVE SURGICAL INC1.9K shares61.36%2026-03-312026-05-14

LNG CHENIERE ENERGY INC2.9K shares15.78%2026-03-312026-05-14

AVAV AEROVIRONMENT INC4.3K shares40.56%2026-03-312026-05-14

SMH VANECK ETF TRUST2.0K sharesnew addition2026-03-312026-05-14

NUE NUCOR CORP4.5K shares215.85%2026-03-312026-05-14

NVS NOVARTIS A G4.9K shares10.02%2026-03-312026-05-14

CRM SALESFORCE INC4.0K shares71.31%2026-03-312026-05-14

Sponsored

NATIONAL GRID PLC NATIONAL GRID PLC8.6K shares11.22%2026-03-312026-05-14

TWLO TWILIO INC5.7K shares11.06%2026-03-312026-05-14

D DOMINION ENERGY INC11.1K shares11.79%2026-03-312026-05-14

SNA SNAP ON INC1.9K shares11.01%2026-03-312026-05-14

RGA EINSURANCE GRP OF AMERICA I3.2K shares11.94%2026-03-312026-05-14

WPC WP CAREY INC9.7K shares12.37%2026-03-312026-05-14

UBS UBS GROUP AG15.9K shares9.46%2026-03-312026-05-14

VNQI VANGUARD INTL EQUITY INDEX F13.9K shares11.57%2026-03-312026-05-14

Sponsored

KTOS KRATOS DEFENSE & SEC SOLUTIO8.7K shares2.00%2026-03-312026-05-14

BABA ALIBABA GROUP HLDG LTD4.8K shares11.21%2026-03-312026-05-14

BANF BANCFIRST CORP5.2K shares17.49%2026-03-312026-05-14

IQV IQVIA HLDGS INC3.2K shares11.11%2026-03-312026-05-14

XME SPDR SERIES TRUST5.1K sharesnew addition2026-03-312026-05-14

CDNS CADENCE DESIGN SYSTEM INC1.9K shares15.08%2026-03-312026-05-14

ROBO EXCHANGE TRADED CONCEPTS TRU7.6K sharesnew addition2026-03-312026-05-14

MELI MERCADOLIBRE INC282 shares18.99%2026-03-312026-05-14

Sponsored

OXY OCCIDENTAL PETE CORP7.4K shares1512.66%2026-03-312026-05-14

SE SEA LTD5.4K shares17.63%2026-03-312026-05-14

SCHY SCHWAB STRATEGIC TR13.7K sharesnew addition2026-03-312026-05-14

NET CLOUDFLARE INC1.8K shares102.55%2026-03-312026-05-14

ELF E L F BEAUTY INC6.1K shares-14.88%2026-03-312026-05-14

FIX COMFORT SYS USA INC263 shares28.92%2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS1.5K sharesnew addition2026-03-312026-05-14

CME CME GROUP INC1.2K sharesnew addition2026-03-312026-05-14

Sponsored

PLTR PALANTIR TECHNOLOGIES INC2.4K shares128.41%2026-03-312026-05-14

VRT VERTIV HOLDINGS CO1.4K shares23.98%2026-03-312026-05-14

NOW SERVICENOW INC3.2K shares193.88%2026-03-312026-05-14

CWST CASELLA WASTE SYS INC4.0K shares110.47%2026-03-312026-05-14

TW TRADEWEB MKTS INC2.7K shares1586.88%2026-03-312026-05-14

NFLX NETFLIX INC3.2K shares1499.01%2026-03-312026-05-14

APP APPLOVIN CORP763 shares187.92%2026-03-312026-05-14

CEG CONSTELLATION ENERGY CORP1.0K shares1352.78%2026-03-312026-05-14

Sponsored

SPGI S&P GLOBAL INC651 shares1487.80%2026-03-312026-05-14

PGR PROGRESSIVE CORP1.4K shares1544.05%2026-03-312026-05-14

ELV ELEVANCE HEALTH INC930 shares1450.00%2026-03-312026-05-14

LUNR INTUITIVE MACHINES INC13.7K sharesnew addition2026-03-312026-05-14

TECK TECK RESOURCES LTD4.7K sharesnew addition2026-03-312026-05-14

RDDT REDDIT INC1.8K sharesnew addition2026-03-312026-05-14

LULU LULULEMON ATHLETICA INC1.6K shares36.37%2026-03-312026-05-14

AEM AGNICO EAGLE MINES LTD1.1K sharesnew addition2026-03-312026-05-14

Sponsored

ROCKET LAB CORP ROCKET LAB CORP3.5K sharesnew addition2026-03-312026-05-14

AXON AXON ENTERPRISE INC487 shares1523.33%2026-03-312026-05-14

JNJ

JOHNSON & JOHNSON

8.45%

Shares156.1K

Event2026-03-31

Filed2026-05-14

CAH

CARDINAL HEALTH INC

8.17%

Shares166.4K

Event2026-03-31

Filed2026-05-14

NOC

NORTHROP GRUMMAN CORP

13.93%

Shares46.3K

Event2026-03-31

Filed2026-05-14

LNT

ALLIANT ENERGY CORP

12.49%

Shares432.1K

Event2026-03-31

Filed2026-05-14

DUKE ENERGY CORP NEW

13.18%

Shares232.0K

Event2026-03-31

Filed2026-05-14

COCA COLA CO

12.34%

Shares396.4K

Event2026-03-31

Filed2026-05-14

KROGER CO

14.42%

Shares411.3K

Event2026-03-31

Filed2026-05-14

AT&T INC

14.56%

Shares1.0M

Event2026-03-31

Filed2026-05-14

SOUTHERN CO

13.60%

Shares304.3K

Event2026-03-31

Filed2026-05-14

LLY

LILLY ELI & CO

21.81%

Shares31.6K

Event2026-03-31

Filed2026-05-14

MCD

MCDONALDS CORP

13.46%

Shares90.4K

Event2026-03-31

Filed2026-05-14

MCK

MCKESSON CORP

11.64%

Shares29.3K

Event2026-03-31

Filed2026-05-14

CHUBB LIMITED

8.54%

Shares77.5K

Event2026-03-31

Filed2026-05-14

PROCTER & GAMBLE CO

15.55%

Shares173.2K

Event2026-03-31

Filed2026-05-14

CASY

CASEYS GEN STORES INC

7.26%

Shares32.7K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

36.58%

Shares63.6K

Event2026-03-31

Filed2026-05-14

WASTE MGMT INC DEL

12.38%

Shares100.9K

Event2026-03-31

Filed2026-05-14

UNH

UNITEDHEALTH GROUP INC

19.05%

Shares83.9K

Event2026-03-31

Filed2026-05-14

MSI

MOTOROLA SOLUTIONS INC

11.61%

Shares47.8K

Event2026-03-31

Filed2026-05-14

RSG

REPUBLIC SVCS INC

11.17%

Shares94.0K

Event2026-03-31

Filed2026-05-14

RTO

RENTOKIL INITIAL PLC

7.71%

Shares626.0K

Event2026-03-31

Filed2026-05-14

LAMB WESTON HLDGS INC

-4.86%

Shares396.0K

Event2026-03-31

Filed2026-05-14

SYY

SYSCO CORP

-18.61%

Shares214.1K

Event2026-03-31

Filed2026-05-14

MDLZ

MONDELEZ INTL INC

-16.87%

Shares260.9K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

119.74%

Shares42.4K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

141.87%

Shares37.3K

Event2026-03-31

Filed2026-05-14

TWO RDS SHARED TR

New

Shares431.8K

Event2026-03-31

Filed2026-05-14

CAT

CATERPILLAR INC DEL

19.57%

Shares11.4K

Event2026-03-31

Filed2026-05-14

ETR

ENTERGY CORP NEW

7.57%

Shares67.9K

Event2026-03-31

Filed2026-05-14

RTX

RAYTHEON TECHNOLOGIES CORP

22.99%

Shares37.0K

Event2026-03-31

Filed2026-05-14

GILD

GILEAD SCIENCES INC

4.18%

Shares50.9K

Event2026-03-31

Filed2026-05-14

CVX

CHEVRON CORP NEW

30.48%

Shares33.5K

Event2026-03-31

Filed2026-05-14

GOLDMAN SACHS GROUP INC

30.30%

Shares7.5K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

37.35%

Shares25.1K

Event2026-03-31

Filed2026-05-14

VERIZON COMMUNICATIONS INC

-43.52%

Shares125.6K

Event2026-03-31

Filed2026-05-14

WMT

WALMART INC

27.55%

Shares50.7K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

37.64%

Shares30.2K

Event2026-03-31

Filed2026-05-14

NEE

NEXTERA ENERGY INC

29.77%

Shares67.4K

Event2026-03-31

Filed2026-05-14

PLD

PROLOGIS INC

37.28%

Shares47.3K

Event2026-03-31

Filed2026-05-14

TWO RDS SHARED TR

New

Shares230.1K

Event2026-03-31

Filed2026-05-14

TJX

TJX COS INC NEW

27.08%

Shares38.1K

Event2026-03-31

Filed2026-05-14

HSY

HERSHEY CO

30.35%

Shares28.7K

Event2026-03-31

Filed2026-05-14

DEERE & CO

31.51%

Shares10.6K

Event2026-03-31

Filed2026-05-14

ADC

AGREE RLTY CORP

8.37%

Shares78.7K

Event2026-03-31

Filed2026-05-14

TSN

TYSON FOODS INC

33.05%

Shares91.8K

Event2026-03-31

Filed2026-05-14

COLGATE PALMOLIVE CO

33.26%

Shares68.4K

Event2026-03-31

Filed2026-05-14

VISA INC

1079.83%

Shares18.9K

Event2026-03-31

Filed2026-05-14

FIRST INDL RLTY TR INC

30.21%

Shares98.1K

Event2026-03-31

Filed2026-05-14

REALTY INCOME CORP

31.52%

Shares91.0K

Event2026-03-31

Filed2026-05-14

TRV

TRAVELERS COMPANIES INC

30.31%

Shares19.1K

Event2026-03-31

Filed2026-05-14

HON

HONEYWELL INTL INC

34.37%

Shares24.4K

Event2026-03-31

Filed2026-05-14

GWW

WW GRAINGER INC

New

Shares5.0K

Event2026-03-31

Filed2026-05-14

TXN

TEXAS INSTRS INC

33.68%

Shares27.9K

Event2026-03-31

Filed2026-05-14

COST

COSTCO WHSL CORP NEW

34.11%

Shares5.4K

Event2026-03-31

Filed2026-05-14

TMUS

T-MOBILE US INC

44.17%

Shares25.3K

Event2026-03-31

Filed2026-05-14

AFL

AFLAC INC

31.50%

Shares48.4K

Event2026-03-31

Filed2026-05-14

HEALTHCARE RLTY TR

31.27%

Shares311.1K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

28.46%

Shares17.9K

Event2026-03-31

Filed2026-05-14

UNILEVER PLC

28.81%

Shares90.6K

Event2026-03-31

Filed2026-05-14

EXR

EXTRA SPACE STORAGE INC

37.27%

Shares36.4K

Event2026-03-31

Filed2026-05-14

BLACKROCK INC

30.67%

Shares4.9K

Event2026-03-31

Filed2026-05-14

HOME DEPOT INC

34.81%

Shares13.9K

Event2026-03-31

Filed2026-05-14