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USA · Liberty All Star Equity Fund

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$5.93 +0.01 (+0.17%) At close · Sep 2
Market Cap
$1.86B
Shares
308.22M

Portfolio holdings reported by registered funds to the SEC on Form N-PORT — the individual securities a fund owns. Only mutual funds, ETFs and closed-end funds file N-PORT, so operating companies show no data.

Liberty All-Star Equity Fund

Reported 2026-06-30
Net Assets
$2,024,970,274
Total Assets
$2,026,986,449
Holdings
147
Filed
2026-08-26
Holding Balance Value % Net Assets
Nvidia Corp 576,949 $115,441,725 5.70%
Alphabet Inc 220,151 $77,785,953 3.84%
Microsoft Corp 139,681 $52,103,807 2.57%
Capital One Financial Corp 233,719 $46,888,706 2.32%
Meta Platforms Inc 71,062 $40,028,514 1.98%
Cdw Corp/de 282,274 $39,699,015 1.96%
Visa Inc 99,070 $33,989,926 1.68%
Amazon.com Inc 141,339 $33,686,737 1.66%
Tesla Inc 79,729 $33,534,017 1.66%
State Street Institutional Us Government Money Market Fund 33,042,389 $33,042,389 1.63%
Humana Inc 73,718 $29,282,264 1.45%
Charles Schwab Corp/the 300,451 $27,722,614 1.37%
Booking Holdings Inc 148,213 $26,417,485 1.30%
Broadcom Ltd 69,092 $26,099,503 1.29%
Fresenius Medical Care Ag 1,125,292 $25,442,852 1.26%
Pnc Financial Services Group Inc/the 96,285 $23,707,293 1.17%
Wells Fargo & Co 279,688 $23,113,416 1.14%
Alphabet Inc 62,558 $22,356,352 1.10%
Baxter International Inc 1,032,405 $22,010,875 1.09%
Aramark 384,004 $21,849,828 1.08%
Ferguson Enterprises Inc 89,069 $21,138,746 1.04%
Parker-hannifin Corp 20,900 $20,442,708 1.01%
Accenture Plc 159,592 $19,859,628 0.98%
Avery Dennison Corp 122,120 $19,826,182 0.98%
Cvs Health Corp 186,848 $19,329,426 0.95%
Boeing Co/the 88,203 $19,093,303 0.94%
Carrier Global Corp 249,959 $18,334,493 0.91%
Oracle Corp 124,606 $18,261,009 0.90%
Unitedhealth Group Inc 42,158 $17,522,130 0.87%
Netflix Inc 235,918 $16,844,545 0.83%
Asml Holding Nv 8,447 $16,804,800 0.83%
Masco Corp 205,979 $16,760,511 0.83%
Becton Dickinson & Co 108,169 $16,369,215 0.81%
Micron Technology Inc 13,951 $16,103,500 0.80%
Skyworks Solutions Inc 232,356 $15,753,737 0.78%
Arch Capital Group Ltd 160,976 $15,624,331 0.77%
Corteva Inc 181,900 $15,405,111 0.76%
Sunbelt Rentals Holdings Inc 203,785 $15,245,156 0.75%
Shopify Inc 131,494 $15,013,985 0.74%
Autodesk Inc 77,057 $14,981,422 0.74%
Dollar General Corp 129,874 $14,949,796 0.74%
Corebridge Financial Inc 518,772 $14,852,442 0.73%
Allegion Plc 105,537 $14,826,893 0.73%
Progressive Corp/the 67,797 $14,810,255 0.73%
Monster Beverage Corp 152,914 $14,698,094 0.73%
Magna International Inc 223,430 $14,670,414 0.72%
Metlife Inc 167,824 $14,199,589 0.70%
Unilever Plc 233,965 $14,065,976 0.69%
Palo Alto Networks Inc 40,224 $13,717,188 0.68%
Ppg Industries Inc 112,787 $13,679,935 0.68%
Showing 1–50 of 147 holdings
Key facts CIK 799195 CUSIP 530158104 13F (30d) 131 filings 120 filers Visit website