Fund Holdings — LIBERTY ONE INVESTMENT MANAGEMENT, LLC

Total Portfolio Value
$1.78B
Total Bought
$926.17M
Total Sold
$136.90M
Net Transaction
+$789.27M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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NORTHROP GRUMMAN CORP(NOC)098,619+98,619060,0763.38%+60,076
CHUBB LIMITED
COM
0181,380+181,380051,1672.88%+51,167
MCKESSON CORP(MCK)065,696+65,696050,7612.85%+50,761
MOTOROLA SOLUTIONS INC(MSI)0106,229+106,229048,5622.73%+48,562
RENTOKIL INITIAL PLC(RTO)01,581,075+1,581,075039,9462.25%+39,946
JOHNSON & JOHNSON(JNJ)199,460366,813+167,35330,46868,0403.83%+37,572
ALLIANT ENERGY CORP(LNT)513,823984,790+470,96731,07166,3893.73%+35,318
DUKE ENERGY CORP NEW(DUK)270,880522,137+251,25731,96464,6343.63%+32,670
SOUTHERN CO(SO)352,336685,769+333,43332,35565,0083.66%+32,653
CARDINAL HEALTH INC(CAH)215,125432,951+217,82636,14167,9503.82%+31,809
SYSCO CORP(SYY)345,897687,493+341,59626,19856,5883.18%+30,390
MCDONALDS CORP(MCD)103,418198,669+95,25130,21660,3803.40%+30,164
UNITEDHEALTH GROUP INC(UNH)82,001160,408+78,40725,58255,4063.12%+29,824
CASEYS GEN STORES INC(CASY)41,96690,620+48,65421,41451,2272.88%+29,813
LILLY ELI & CO(LLY)37,45476,688+39,23429,19658,5333.29%+29,336
LAMB WESTON HLDGS INC(LW)516,311960,639+444,32826,77155,8593.14%+29,088
MICROSOFT CORP(MSFT)54,094107,929+53,83526,90755,8973.14%+28,990
REPUBLIC SVCS INC(RSG)108,037236,001+127,96426,64354,1353.04%+27,492
WASTE MGMT INC DEL(WM)114,245242,847+128,60226,14253,6153.01%+27,473
PROCTER & GAMBLE CO(PG)186,420364,698+178,27829,70056,0283.15%+26,327
AT&T INC(T)964,2241,918,734+954,51027,90554,1473.04%+26,243
COCA COLA CO(KO)452,056875,107+423,05131,98358,0523.26%+26,069
KROGER CO(KR)463,607857,667+394,06033,25557,8283.25%+24,574
MONDELEZ INTL INC(MDLZ)393,117790,637+397,52026,51249,3902.78%+22,878
AGREE RLTY CORP0155,287+155,287011,0380.62%+11,038
UNILEVER PLC(UL)11,237118,289+107,0526877,0130.39%+6,325
ENTERGY CORP NEW(ETR)88,632142,892+54,2607,36713,3200.75%+5,953
GILEAD SCIENCES INC(GILD)68,903119,395+50,4927,63913,2660.75%+5,626
VERIZON COMMUNICATIONS INC(VZ)173,387294,787+121,4007,50212,9460.73%+5,443
PEPSICO INC(PEP)49,57179,776+30,2056,54511,2150.63%+4,669
BROADCOM INC(AVGO)23,29429,446+6,1526,4219,7150.55%+3,294
CATERPILLAR INC DEL(CAT)14,16818,327+4,1595,5008,7450.49%+3,245
APPLE INC(AAPL)25,91533,096+7,1815,3178,4270.47%+3,110
RAYTHEON TECHNOLOGIES CORP(RTX)43,27455,621+12,3476,3199,3070.52%+2,988
GOLDMAN SACHS GROUP INC(GS)9,15811,621+2,4636,4829,2540.52%+2,772
TJX COS INC NEW(TJX)41,37954,432+13,0535,1107,8680.44%+2,758
JPMORGAN CHASE & CO(JPM)20,01326,149+6,1365,8028,2480.46%+2,446
BLACKROCK INC(BLK)5,2196,748+1,5295,4767,8670.44%+2,391
HEALTHCARE RLTY TR(HR)312,895407,463+94,5684,9637,3470.41%+2,384
HERSHEY CO(HSY)28,76738,076+9,3094,7747,1220.40%+2,348
HOME DEPOT INC(HD)13,41517,530+4,1154,9187,1030.40%+2,184
WALMART INC(WMT)56,01973,746+17,7275,4787,6000.43%+2,123
AFLAC INC(AFL)49,03465,038+16,0045,1717,2650.41%+2,094
PROLOGIS INC(PLD)47,40261,544+14,1424,9837,0480.40%+2,066
NEXTERA ENERGY INC(NEE)68,36990,153+21,7844,7466,8070.38%+2,060
TRAVELERS COMPANIES INC(TRV)19,82026,228+6,4085,3037,3230.41%+2,020
CHEVRON CORP NEW(CVX)33,01643,229+10,2134,7286,7130.38%+1,985
REALTY INCOME CORP(O)89,424115,865+26,4415,1527,0430.40%+1,892
FIRST INDL RLTY TR INC(FR)97,647127,936+30,2894,7006,5850.37%+1,885
AMAZON COM INC(AMZN)29,02237,227+8,2056,3678,1740.46%+1,807
NEBIUS GROUP N.V.(NBIS)4,39018,085+13,6952432,0310.11%+1,788
INVESCO EXCHANGE TRADED FD T1,78633,470+31,6849712,4590.14%+1,489
ONTO INNOVATION INC(ONTO)010,884+10,88401,4080.08%+1,408
TYSON FOODS INC(TSN)86,171113,798+27,6274,8206,1790.35%+1,359
COSTCO WHSL CORP NEW(COST)5,1186,919+1,8015,0666,4050.36%+1,339
EXTRA SPACE STORAGE INC(EXR)32,73443,626+10,8924,8266,1490.35%+1,323
DOMINOS PIZZA INC(DPZ)10,70214,029+3,3274,8226,0570.34%+1,234
UBER TECHNOLOGIES INC(UBER)012,539+12,53901,2270.07%+1,227
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,0764,998+3,9222441,3980.08%+1,154
HONEYWELL INTL INC(HON)22,65229,859+7,2075,2756,2850.35%+1,010
DEERE & CO(DE)10,55813,942+3,3845,3696,3750.36%+1,006
ALPHABET INC(GOOG)5,5148,092+2,5789781,9720.11%+994
COLGATE PALMOLIVE CO(CL)60,65281,005+20,3535,5136,4750.36%+962
TEXAS INSTRS INC(TXN)25,98934,353+8,3645,3966,3120.35%+916
INTUIT(INTU)7,3099,635+2,3265,7566,5800.37%+823
MEDTRONIC PLC(MDT)57,15560,878+3,7234,9825,7980.33%+816
MERCK & CO INC(MRK)54,39759,071+4,6744,3064,9580.28%+652
ALIBABA GROUP HLDG LTD(BABA)6,3356,692+3577191,1960.07%+477
COMFORT SYS USA INC(FIX)0561+56104630.03%+463
KRATOS DEFENSE & SEC SOLUTIO(KTOS)21,04215,639-5,4039771,4280.08%+451
ADVANCED MICRO DEVICES INC(AMD)9,15310,707+1,5541,2991,7460.10%+447
E L F BEAUTY INC(ELF)7,1729,989+2,8178921,3240.07%+432
AMGEN INC(AMGN)16,72418,029+1,3054,6695,0880.29%+418
CROWDSTRIKE HLDGS INC(CRWD)3,2834,249+9661,6722,0830.12%+411
SOUTHSTATE CORPORATION8,95312,294+3,3418241,2140.07%+390
PALANTIR TECHNOLOGIES INC(PLTR)2,8464,202+1,3563887660.04%+378
IQVIA HLDGS INC(IQV)3,3234,386+1,0635248330.05%+310
AMERICAN CENTY ETF TR51,35249,942-1,4104,6784,9710.28%+292
SNAP ON INC(SNA)1,9292,493+5646008640.05%+264
CAVA GROUP INC(CAVA)8,52716,148+7,6217189770.05%+258
ROBLOX CORP(RBLX)2,4683,732+1,2642605160.03%+256
UBS GROUP AG(UBS)20,48022,631+2,1516939280.05%+235
INVESCO EXCHANGE TRADED FD
S&P MDCP QUALITY
57,15055,721-1,4295,6145,8480.33%+234
SPDR SERIES TRUST
ST STR SP TELCO
11,82811,437-3911,3881,6000.09%+213
CLOUDFLARE INC(NET)1,3452,198+8532634700.03%+207
VERTIV HOLDINGS CO(VRT)2,0203,066+1,0462594660.03%+207
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
67,65665,941-1,7157,2877,4920.42%+206
EINSURANCE GRP OF AMERICA I(RGA)2,9964,150+1,1545947970.04%+203
DOMINION ENERGY INC(D)11,84214,219+2,3776698700.05%+200
SNOWFLAKE INC(SNOW)1,1151,979+8642504480.03%+198
CADENCE DESIGN SYSTEM INC(CDNS)2,1562,422+2666648500.05%+186
META PLATFORMS INC(META)0249+24901820.01%+182
INVESCO EXCH TRADED FD TR
S&P SMALLCAP 600
49,54948,118-1,4312,1452,3240.13%+179
SOUTHWEST GAS HOLDINGS INC(SWX)8,79310,564+1,7716548280.05%+173
NUTANIX INC(NTNX)3,1115,516+2,4052384080.02%+171
UNITED AIRLS HLDGS INC(UAL)2,9154,127+1,2122323990.02%+167
INVESCO QQQ TR3,1053,119+141,7131,8730.11%+160
NOVARTIS A G(NVS)5,9656,822+8577228750.05%+153
POST HLDGS INC(POST)2,0733,524+1,4512263780.02%+152
INGREDION INC(INGR)4,4606,184+1,7246057550.04%+150
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LIBERTY ONE INVESTMENT MANAGEMENT, LLC — 13F Holdings — Q3 2025 | TickerTrail