Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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 (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.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JNJ | JOHNSON & JOHNSON | $38.2M | 3.93% | 156,093 | Added |
| 2 | CAH | CARDINAL HEALTH INC | $35.2M | 3.63% | 166,448 | Added |
| 3 | NOC | NORTHROP GRUMMAN CORP | $31.6M | 3.26% | 46,285 | Added |
| 4 | LNT | ALLIANT ENERGY CORP | $31.0M | 3.20% | 432,119 | Added |
| 5 | DUK | DUKE ENERGY CORP NEW | $30.4M | 3.13% | 232,015 | Added |
| 6 | KO | COCA COLA CO | $30.1M | 3.11% | 396,359 | Added |
| 7 | KR | KROGER CO | $29.8M | 3.07% | 411,289 | Added |
| 8 | T | AT&T INC | $29.6M | 3.05% | 1.0M | Added |
| 9 | SO | SOUTHERN CO | $29.4M | 3.03% | 304,312 | Added |
| 10 | LLY | LILLY ELI & CO | $29.1M | 3.00% | 31,643 | Added |
| 11 | MCD | MCDONALDS CORP | $28.1M | 2.90% | 90,393 | Added |
| 12 | MCK | MCKESSON CORP | $25.4M | 2.61% | 29,310 | Added |
| 13 | CB | CHUBB LIMITED | $25.2M | 2.60% | 77,452 | Added |
| 14 | PG | PROCTER & GAMBLE CO | $25.0M | 2.58% | 173,235 | Added |
| 15 | CASY | CASEYS GEN STORES INC | $23.8M | 2.45% | 32,706 | Added |
| 16 | MSFT | MICROSOFT CORP | $23.5M | 2.43% | 63,594 | Added |
| 17 | WM | WASTE MGMT INC DEL | $23.2M | 2.39% | 100,905 | Added |
| 18 | UNH | UNITEDHEALTH GROUP INC | $22.7M | 2.34% | 83,869 | Added |
| 19 | MSI | MOTOROLA SOLUTIONS INC | $20.7M | 2.14% | 47,787 | Added |
| 20 | RSG | REPUBLIC SVCS INC | $20.6M | 2.12% | 93,957 | Added |
| 21 | RTO | RENTOKIL INITIAL PLC | $19.7M | 2.03% | 625,994 | Added |
| 22 | LW | LAMB WESTON HLDGS INC | $16.7M | 1.73% | 395,958 | Trimmed |
| 23 | SYY | SYSCO CORP | $15.3M | 1.57% | 214,052 | Trimmed |
| 24 | MDLZ | MONDELEZ INTL INC | $15.0M | 1.55% | 260,918 | Trimmed |
| 25 | GOOG | ALPHABET INC | $12.2M | 1.25% | 42,388 | Added |
Source: SEC Form 13F filings · as of 2026-03-31