$733 Million is the total value of LIBERTY ONE INVESTMENT MANAGEMENT, LLC's 169 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MTZ | MASTEC INC | $14,449 | +10.7% | 153 | 0.0% | 0.00% | 0.0% | |
| LEN | LENNAR CORPcl a | $13,141 | +16.6% | 125 | 0.0% | 0.00% | 0.0% | |
| PHM | PULTE GROUP INC | $16,053 | +28.3% | 275 | 0.0% | 0.00% | 0.0% | |
| TRMB | TRIMBLE INC | $5,819 | +3.7% | 111 | 0.0% | 0.00% | 0.0% | |
| MKC | MCCORMICK & CO INC | $2,838 | +0.9% | 34 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
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.