StockDriftsStockDriftsTop 50 Liberty One Investment Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | 3.93% | 156.1K | $38.2M | +8.45%(+12.17K) | $163.89(+40.83%) | 2026-03-31 | |
| CAH | CARDINAL HEALTH INC | 3.63% | 166.4K | $35.2M | +8.17%(+12.57K) | $115.21(+68.72%) | 2026-03-31 | |
| NOC | NORTHROP GRUMMAN CORP | 3.26% | 46.3K | $31.6M | +13.93%(+5.66K) | $563.40(-2.62%) | 2026-03-31 | |
| LNT | ALLIANT ENERGY CORP | 3.2% | 432.1K | $31.0M | +12.49%(+47.97K) | $58.98(+22.84%) | 2026-03-31 | |
| DUK | DUKE ENERGY CORP NEW | 3.13% | 232.0K | $30.4M | +13.18%(+27.01K) | $107.48(+15.66%) | 2026-03-31 | |
| KO | COCA COLA CO | 3.11% | 396.4K | $30.1M | +12.34%(+43.55K) | $62.05(+29.65%) | 2026-03-31 | |
| KR | KROGER CO | 3.07% | 411.3K | $29.8M | +14.42%(+51.82K) | $66.90(-0.16%) | 2026-03-31 | |
| T | AT&T INC | 3.05% | 1.02M | $29.6M | +14.56%(+129.71K) | $27.02(-8.79%) | 2026-03-31 | |
| SO | SOUTHERN CO | 3.03% | 304.3K | $29.4M | +13.60%(+36.43K) | $78.61(+19.17%) | 2026-03-31 | |
| LLY | LILLY ELI & CO | 3% | 31.6K | $29.1M | +21.81%(+5.67K) | $573.73(+75.47%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.70% | +11.52% |
| Top 20 Holdings Unweighted | +3.04% | +9.40% |
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