$664 Million is the total value of LIBERTY ONE INVESTMENT MANAGEMENT, LLC's 142 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FSLY | New | FASTLY INCcl a | $1,107,000 | – | 31,230 | +100.0% | 0.17% | – |
| KTOS | New | KRATOS DEFENSE & SEC SOLUTIO | $905,000 | – | 46,655 | +100.0% | 0.14% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $296,000 | – | 444 | +100.0% | 0.04% | – |
| STM | New | STMICROELECTRONICS N Vny registry | $283,000 | – | 5,787 | +100.0% | 0.04% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $287,000 | – | 1,994 | +100.0% | 0.04% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $279,000 | – | 1,392 | +100.0% | 0.04% | – |
| TRMB | New | TRIMBLE INC | $190,000 | – | 2,180 | +100.0% | 0.03% | – |
| AVXL | New | ANAVEX LIFE SCIENCES CORP | $184,000 | – | 10,640 | +100.0% | 0.03% | – |
| UPST | New | UPSTART HLDGS INC | $165,000 | – | 1,092 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MCDONALDS CORP | 16 | Q3 2023 | 4.2% |
| SOUTHERN CO | 16 | Q3 2023 | 4.1% |
| ALLIANT ENERGY CORP | 16 | Q3 2023 | 3.9% |
| JOHNSON & JOHNSON | 16 | Q3 2023 | 3.9% |
| KIMBERLY CLARK CORP | 16 | Q3 2023 | 3.9% |
| LILLY ELI & CO | 16 | Q3 2023 | 4.9% |
| PEPSICO INC | 16 | Q3 2023 | 3.6% |
| HORMEL FOODS CORP | 16 | Q3 2023 | 4.3% |
| PROCTER & GAMBLE CO | 16 | Q3 2023 | 3.6% |
| CARDINAL HEALTH INC | 16 | Q3 2023 | 3.9% |
View LIBERTY ONE INVESTMENT MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-16 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-01-21 |
View LIBERTY ONE INVESTMENT MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.