13F Insight
DOSSIER · 13F-HR · Q2 2026

LIBERTY ONE INVESTMENT MANAGEMENT, LLC

$1.0B in tracked AUM across 219 positions as of Q2 2026.

LO
CIK 0001807328 · last filed Jun 30, 2026
Total AUM
$1.0B
as of Q2 2026
Holdings
219
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

LIBERTY ONE INVESTMENT MANAGEMENT, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
LLY
ELI LILLY & CO
$36M30K3.6%02
UNH
UNITEDHEALTH GROUP INC
$36M87K3.6%03
CAH
CARDINAL HEALTH INC
$34M142K3.4%04
JNJ
JOHNSON & JOHNSON
$33M130K3.3%05
KO
COCA COLA CO
$31M386K3.1%06
LNT
ALLIANT ENERGY CORP
$31M409K3.1%07
SO
SOUTHERN CO
$30M309K3.0%08
DUK
DUKE ENERGY CORP NEW
$29M231K2.9%09
MSFT
MICROSOFT CORP
$28M76K2.8%10
PG
PROCTER & GAMBLE CO
$28M193K2.8%

Filing history

2026Q2Jun 30
$1.0B▲ 3.1%
219 positionsView →2026Q1Mar 31
$970M▲ 23.9%
217 positionsView →2025Q4Dec 31
$783M▼ 56.0%
207 positionsView →2025Q3Sep 30
$1.8B▲ 79.9%
143 positionsView →2025Q2Jun 30
$988M▲ 0.0%
145 positionsLocked2025Q1Mar 31
$988M▲ 7.1%
146 positionsLocked2024Q4Dec 31
$923M▼ 5.7%
148 positionsLocked2024Q3Sep 30
$978M▲ 10.2%
181 positionsLocked2024Q2Jun 30
$887M▲ 0.4%
181 positionsLocked2024Q1Mar 31
$883M▲ 9.0%
182 positionsLocked2023Q4Dec 31
$810M▲ 17.5%
169 positionsLocked2023Q3Sep 30
$690M▼ 10.5%
161 positionsLocked
Showing 12 of 27