LIBERTY ONE INVESTMENT MANAGEMENT, LLC
Top Portfolio Positions
117 positions ·
$876,788,873 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| JNJ |
Johnson & Johnson
Healthcare
|
156,093 | $38,155,372 | 4.35% | |
| CAH |
Cardinal Health Inc
Healthcare
|
166,448 | $35,172,126 | 4.01% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
46,285 | $31,577,478 | 3.60% | |
| LNT |
Alliant Energy Corp
Utilities
|
432,119 | $31,008,858 | 3.54% | |
| DUK |
Duke Energy CORP
Utilities
|
232,015 | $30,380,043 | 3.46% | |
| KO |
Coca Cola Co
Consumer Defensive
|
396,359 | $30,143,101 | 3.44% | |
| KR |
Kroger Co
Consumer Defensive
|
411,289 | $29,760,871 | 3.39% | |
| T |
At&T Inc.
Communication Services
|
1,020,627 | $29,587,975 | 3.37% | |
| SO |
Southern Co
Utilities
|
304,312 | $29,372,193 | 3.35% | |
| LLY |
ELI LILLY & Co
Healthcare
|
31,643 | $29,104,281 | 3.32% |
Portfolio Trend
25 quarters · across all stocks
Holdings in HR
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,285,334 | 311,085 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $4,016,946 | 236,988 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,346,557 | 407,463 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,962,514 | 312,895 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,897,636 | 289,801 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,382,914 | 258,579 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $4,363,151 | 240,394 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,737,317 | 226,779 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $2,453,086 | 173,363 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,595,596 | 150,644 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,083,102 | 136,418 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,334,641 | 123,788 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,169,811 | 112,251 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,777,021 | 92,217 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,760,115 | 84,418 | Shares | Sole | 2022-11-16 | |
| No 13F history on record for this holder in this stock. | ||||||