Liberty One Investment Management, LLC
Annual return '25
+9.6%
SPY '25
+17.7%
Alpha
-8.1ptsvs SPY
Invested
$1.9B
Holdings
154
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JNJ
JOHNSON & JOHNSON
Q4 2025: Exited (was 366.8k shares)
4.0%
02
$CAH
CARDINAL HEALTH INC
Q4 2025: Exited (was 433.0k shares)
3.7%
03
$NOC
NORTHROP GRUMMAN CORP
Q4 2025: Exited (was 98.6k shares)
3.3%
04
$LNT
ALLIANT ENERGY CORP
Q4 2025: Exited (was 984.8k shares)
3.2%
05
$DUK
DUKE ENERGY CORP NEW
Q4 2025: Exited (was 522.1k shares)
3.2%
06
$KO
COCA COLA CO
Q4 2025: Exited (was 875.1k shares)
3.2%
07
$KR
KROGER CO
Q4 2025: Exited (was 857.7k shares)
3.1%
08
$T
AT&T INC
Q4 2025: Exited (was 1.92M shares)
3.1%
09
$SO
SOUTHERN CO
Q4 2025: Exited (was 685.8k shares)
3.1%
10
$LLY
LILLY ELI & CO
Q4 2025: Exited (was 76.7k shares)
3.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:13 UTC.