13F Insight
DOSSIER · 13F-HR · Q1 2026

LIBERTY ONE INVESTMENT MANAGEMENT, LLC

$970M in tracked AUM across 217 positions as of Q1 2026.

LO
CIK 0001807328 · last filed Mar 31, 2026
Total AUM
$970M
as of Q1 2026
Holdings
217
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

LIBERTY ONE INVESTMENT MANAGEMENT, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
JNJ
JOHNSON & JOHNSON
$38M156K3.9%02
CAH
CARDINAL HEALTH INC
$35M166K3.6%03
NOC
NORTHROP GRUMMAN CORP
$32M46K3.3%04
LNT
ALLIANT ENERGY CORP
$31M432K3.2%05
DUK
DUKE ENERGY CORP NEW
$30M232K3.1%06
KO
COCA COLA CO
$30M396K3.1%07
KR
KROGER CO
$30M411K3.1%08
T
AT&T INC
$30M1.0M3.1%09
SO
SOUTHERN CO
$29M304K3.0%10
LLY
LILLY ELI & CO
$29M32K3.0%

Filing history

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 positionsLocked2023Q2Jun 30
$771M▲ 5.1%
170 positionsLocked
Showing 12 of 26