LIBERTY ONE INVESTMENT MANAGEMENT, LLC
•CIK: 1807328•Filing: Q4 2025
**LIBERTY ONE INVESTMENT MANAGEMENT, LLC** manages $783M across a diversified portfolio of 145 positions. The firm exhibits significant concentration in healthcare and consumer staples, highlighted by top holdings including CAH ($31.6M) and JNJ ($29.8M). Further notable allocations include LLY ($27.9M), LNT ($25.0M), and KO ($24.7M). This structure suggests a focus on defensive, established market leaders within defensive sectors.
Total AUM
$782.7M
QoQ Performance
-56.0%
Positions
134
Top 10 Concentration
32.9%
Latest Filing
Q4 2025
Top Holdings Allocation
CAH4.0%
JNJ3.8%
LLY3.6%
LNT3.2%
KO3.2%
MCD3.1%
DUK3.1%
SO3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other48.4%
Healthcare11.1%
Consumer Staples8.9%
Utilities6.7%
Technology6.6%
Financial5.8%
Consumer5.8%
Communication3.4%
🚪 Exited Positionssold since Q3 2025
+8 more exited positions
Changes from Q3 2025
NEW15 new positions
↑4 increased
↓126 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023