StockDriftsStockDriftsTop 50 Liberty One Investment Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | 3.63% | 30.3K | $36.3M | -4.28%(-1.35K) | $573.73(+105.56%) | 2026-06-30 | |
| UNH | UNITEDHEALTH GROUP INC | 3.63% | 87.3K | $36.3M | +4.12%(+3.46K) | $385.02(+2.98%) | 2026-06-30 | |
| CAH | CARDINAL HEALTH INC | 3.38% | 142.3K | $33.8M | -14.53%(-24.18K) | $115.21(+104.12%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 3.31% | 130.5K | $33.1M | -16.41%(-25.61K) | $163.89(+58.93%) | 2026-06-30 | |
| KO | COCA COLA CO | 3.14% | 385.9K | $31.4M | -2.65%(-10.50K) | $62.05(+41.18%) | 2026-06-30 | |
| LNT | ALLIANT ENERGY CORP | 3.12% | 409.2K | $31.2M | -5.31%(-22.95K) | $58.98(+18.84%) | 2026-06-30 | |
| SO | SOUTHERN CO | 2.96% | 309.2K | $29.6M | +1.60%(+4.86K) | $78.89(+17.31%) | 2026-06-30 | |
| DUK | DUKE ENERGY CORP NEW | 2.92% | 230.8K | $29.2M | -0.54%(-1.25K) | $107.48(+15.26%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.84% | 76.2K | $28.4M | +19.81%(+12.60K) | $390.48(+24.48%) | 2026-06-30 | |
| PG | PROCTER & GAMBLE CO | 2.84% | 193.4K | $28.4M | +11.64%(+20.17K) | $143.25(-0.02%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +4.66% | +14.65% | +5.11% | +28.28% |
| Top 20 Holdings Unweighted | +4.09% | +12.79% | +4.75% | +26.14% |
Liberty One Investment Management LLC reports $1.00B in US-listed equity holdings across 154 positions in its most recent 13F filing. Its largest disclosed positions are LLY (3.6%), UNH (3.6%) and CAH (3.4%). The top 20 holdings account for 55.02% of reported assets. Its disclosed equity book has returned +14.65% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Liberty One Investment Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1807328). View Liberty One Investment Management LLC’s 13F filings on SEC