Liberty One Investment Management, LLC Portfolio Holdings
Liberty One Investment Management, LLC
- $1.76 Billion
- Q3 2025
Liberty One Investment Management, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.76 Billion distributed in 143 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Johnson & Johnson with a value of $68M, Cardinal Health Inc with a value of $68M, Alliant Energy Corp with a value of $66.4M, Southern CO with a value of $65M, and Duke Energy Corp with a value of $64.6M.
Examining the 13F form we can see an increase of $783M in the current position value, from $974M to 1.76B.
Below you can find more details about Liberty One Investment Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.76 Billion
Consumer Defensive: $388 Million
Healthcare: $342 Million
Industrials: $243 Million
Utilities: $219 Million
Technology: $148 Million
Consumer Cyclical: $144 Million
Financial Services: $88.7 Million
Communication Services: $71.3 Million
Other: $113 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 143
- Current Value $1.76 Billion
- Prior Value $974 Million
- Filing
- Period Q3 2025
- Filing Date October 27, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 10 stocks
- Additional Purchases 110 stocks
- Sold out of 0 stocks
- Reduced holdings in 23 stocks