$658 Million is the total value of LIBERTY ONE INVESTMENT MANAGEMENT, LLC's 171 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ENPH | New | ENPHASE ENERGY INC | $318,000 | – | 1,574 | +100.0% | 0.05% | – |
| AES | New | AES CORP | $276,000 | – | 10,708 | +100.0% | 0.04% | – |
| IIPR | New | INNOVATIVE INDL PPTYS INC | $256,000 | – | 1,247 | +100.0% | 0.04% | – |
| DOW | New | DOW INC | $253,000 | – | 3,971 | +100.0% | 0.04% | – |
| UAL | New | UNITED AIRLS HLDGS INC | $228,000 | – | 4,915 | +100.0% | 0.04% | – |
| SNOW | New | SNOWFLAKE INCcl a | $177,000 | – | 774 | +100.0% | 0.03% | – |
| APPS | New | DIGITAL TURBINE INC | $138,000 | – | 3,145 | +100.0% | 0.02% | – |
| TGT | New | TARGET CORP | $1,000 | – | 6 | +100.0% | 0.00% | – |
| SQ | New | BLOCK INCcl a | $1,000 | – | 9 | +100.0% | 0.00% | – |
| SOFI | New | SOFI TECHNOLOGIES INC | $1,000 | – | 129 | +100.0% | 0.00% | – |
| SE | New | SEA LTDsponsord ads | $1,000 | – | 10 | +100.0% | 0.00% | – |
| PTON | New | PELOTON INTERACTIVE INC | $1,000 | – | 45 | +100.0% | 0.00% | – |
| OSK | New | OSHKOSH CORP | $1,000 | – | 12 | +100.0% | 0.00% | – |
| MDB | New | MONGODB INCcl a | $1,000 | – | 3 | +100.0% | 0.00% | – |
| KR | New | KROGER CO | $1,000 | – | 26 | +100.0% | 0.00% | – |
| IRDM | New | IRIDIUM COMMUNICATIONS INC | $1,000 | – | 31 | +100.0% | 0.00% | – |
| IMAB | New | I MABsponsored ads | $1,000 | – | 69 | +100.0% | 0.00% | – |
| HNST | New | HONEST CO INC | $1,000 | – | 205 | +100.0% | 0.00% | – |
| HDB | New | HDFC BANK LTDsponsored ads | $1,000 | – | 20 | +100.0% | 0.00% | – |
| GNRC | New | GENERAC HLDGS INC | $1,000 | – | 4 | +100.0% | 0.00% | – |
| CSGP | New | COSTAR GROUP INC | $1,000 | – | 19 | +100.0% | 0.00% | – |
| ZS | New | ZSCALER INC | $1,000 | – | 5 | +100.0% | 0.00% | – |
| NET | New | CLOUDFLARE INC | $1,000 | – | 11 | +100.0% | 0.00% | – |
| BA | New | BOEING CO | $1,000 | – | 7 | +100.0% | 0.00% | – |
| NVCR | New | NOVOCURE LTD | $1,000 | – | 15 | +100.0% | 0.00% | – |
| BEAM | New | BEAM THERAPEUTICS INC | $1,000 | – | 21 | +100.0% | 0.00% | – |
| BIDU | New | BAIDU INCspon adr rep a | $1,000 | – | 8 | +100.0% | 0.00% | – |
| AWK | New | AMERICAN WTR WKS CO INC NEW | $1,000 | – | 8 | +100.0% | 0.00% | – |
| TGTX | New | TG THERAPEUTICS INC | $1,000 | – | 124 | +100.0% | 0.00% | – |
| TTD | New | THE TRADE DESK INC | $1,000 | – | 18 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-03
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 | 2024-01-26 |
| 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 |
| 13F-HR | 2021-10-20 |
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.