Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

LIBERTY ONE INVESTMENT MANAGEMENT, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

LIBERTY ONE INVESTMENT MANAGEMENT, LLC (CIK 1807328) reported $970.0M across 152 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JNJ ($38.2M, 3.93%), CAH ($35.2M, 3.63%), NOC ($31.6M, 3.26%), LNT ($31.0M, 3.20%), DUK ($30.4M, 3.13%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1JNJJOHNSON & JOHNSON$38.2M3.93%156,093Added
2CAHCARDINAL HEALTH INC$35.2M3.63%166,448Added
3NOCNORTHROP GRUMMAN CORP$31.6M3.26%46,285Added
4LNTALLIANT ENERGY CORP$31.0M3.20%432,119Added
5DUKDUKE ENERGY CORP NEW$30.4M3.13%232,015Added
6KOCOCA COLA CO$30.1M3.11%396,359Added
7KRKROGER CO$29.8M3.07%411,289Added
8TAT&T INC$29.6M3.05%1.0MAdded
9SOSOUTHERN CO$29.4M3.03%304,312Added
10LLYLILLY ELI & CO$29.1M3.00%31,643Added
11MCDMCDONALDS CORP$28.1M2.90%90,393Added
12MCKMCKESSON CORP$25.4M2.61%29,310Added
13CBCHUBB LIMITED$25.2M2.60%77,452Added
14PGPROCTER & GAMBLE CO$25.0M2.58%173,235Added
15CASYCASEYS GEN STORES INC$23.8M2.45%32,706Added
16MSFTMICROSOFT CORP$23.5M2.43%63,594Added
17WMWASTE MGMT INC DEL$23.2M2.39%100,905Added
18UNHUNITEDHEALTH GROUP INC$22.7M2.34%83,869Added
19MSIMOTOROLA SOLUTIONS INC$20.7M2.14%47,787Added
20RSGREPUBLIC SVCS INC$20.6M2.12%93,957Added
21RTORENTOKIL INITIAL PLC$19.7M2.03%625,994Added
22LWLAMB WESTON HLDGS INC$16.7M1.73%395,958Trimmed
23SYYSYSCO CORP$15.3M1.57%214,052Trimmed
24MDLZMONDELEZ INTL INC$15.0M1.55%260,918Trimmed
25GOOGALPHABET INC$12.2M1.25%42,388Added

Source: SEC Form 13F filings · as of 2026-03-31