$771 Million is the total value of LIBERTY ONE INVESTMENT MANAGEMENT, LLC's 170 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LLY | Sell | LILLY ELI & CO | $31,687,159 | +32.7% | 67,566 | -2.8% | 4.11% | +26.3% |
| MCD | Buy | MCDONALDS CORP | $30,821,678 | +7.1% | 103,286 | +0.3% | 4.00% | +1.9% |
| CAH | Sell | CARDINAL HEALTH INC | $30,358,980 | +22.9% | 321,021 | -1.9% | 3.94% | +17.0% |
| KMB | Buy | KIMBERLY CLARK CORP | $29,110,978 | +4.7% | 210,857 | +1.8% | 3.78% | -0.4% |
| LMT | Buy | LOCKHEED MARTIN CORP | $28,485,185 | -0.8% | 61,873 | +1.9% | 3.70% | -5.6% |
| SO | Buy | SOUTHERN CO | $28,373,101 | +3.4% | 403,888 | +2.5% | 3.68% | -1.6% |
| JNJ | Buy | JOHNSON & JOHNSON | $27,683,436 | +11.3% | 167,251 | +4.3% | 3.59% | +5.9% |
| PEP | Buy | PEPSICO INC | $26,978,012 | +2.8% | 145,654 | +1.2% | 3.50% | -2.2% |
| LNT | Buy | ALLIANT ENERGY CORP | $26,868,216 | +2.6% | 511,971 | +4.4% | 3.49% | -2.4% |
| CLX | Buy | CLOROX CO DEL | $25,899,642 | +1.9% | 162,850 | +1.4% | 3.36% | -3.1% |
| PG | Buy | PROCTER & GAMBLE CO | $25,514,604 | +4.5% | 168,147 | +2.4% | 3.31% | -0.5% |
| RSG | Buy | REPUBLIC SVCS INC | $24,600,470 | +14.6% | 160,609 | +1.2% | 3.19% | +9.0% |
| KO | Buy | COCA COLA CO | $23,954,442 | -0.0% | 397,782 | +3.0% | 3.11% | -4.9% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $23,768,848 | +4.5% | 325,868 | -0.1% | 3.08% | -0.5% |
| WM | Buy | WASTE MGMT INC DEL | $23,374,862 | +8.5% | 134,788 | +2.1% | 3.03% | +3.2% |
| HRL | Buy | HORMEL FOODS CORP | $21,893,970 | +8.9% | 544,355 | +8.0% | 2.84% | +3.6% |
| DUK | Buy | DUKE ENERGY CORP NEW | $21,749,713 | -1.5% | 242,364 | +5.9% | 2.82% | -6.2% |
| MSFT | Buy | MICROSOFT CORP | $21,015,916 | +18.2% | 61,714 | +0.1% | 2.73% | +12.5% |
| SYY | Buy | SYSCO CORP | $20,491,021 | +1.6% | 276,159 | +5.8% | 2.66% | -3.3% |
| PFE | Buy | PFIZER INC | $20,017,070 | -2.2% | 545,722 | +8.8% | 2.60% | -7.0% |
| KDP | Buy | KEURIG DR PEPPER INC | $19,052,279 | -6.3% | 609,283 | +5.7% | 2.47% | -10.9% |
| DOX | Buy | AMDOCS LTD | $15,332,139 | +5.3% | 155,105 | +2.3% | 1.99% | +0.2% |
| SBUX | Buy | STARBUCKS CORP | $13,851,530 | -3.9% | 139,830 | +1.1% | 1.80% | -8.5% |
| BCE | Buy | BCE INC | $12,284,767 | +2.3% | 269,462 | +0.5% | 1.59% | -2.7% |
| NWE | Buy | NORTHWESTERN CORP | $11,792,029 | -1.8% | 207,752 | +0.1% | 1.53% | -6.6% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $11,062,162 | -2.0% | 297,450 | +2.4% | 1.44% | -6.8% |
| GILD | Buy | GILEAD SCIENCES INC | $10,871,853 | -5.7% | 141,065 | +1.5% | 1.41% | -10.3% |
| T | Buy | AT&T INC | $9,967,388 | -14.3% | 624,915 | +3.4% | 1.29% | -18.5% |
| AVGO | Sell | BROADCOM INC | $3,944,711 | +33.9% | 4,548 | -0.9% | 0.51% | +27.4% |
| AMZN | Buy | AMAZON COM INC | $3,877,819 | +35.4% | 29,747 | +7.3% | 0.50% | +28.6% |
| AAPL | Buy | APPLE INC | $3,590,725 | +17.7% | 18,512 | +0.0% | 0.47% | +12.0% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $3,458,917 | -1.5% | 35,309 | -1.6% | 0.45% | -6.3% |
| CL | Buy | COLGATE PALMOLIVE CO | $3,355,215 | +3.0% | 43,552 | +0.5% | 0.44% | -2.0% |
| LW | Sell | LAMB WESTON HLDGS INC | $3,224,615 | +4.2% | 28,052 | -5.3% | 0.42% | -0.9% |
| TJX | Buy | TJX COS INC NEW | $2,980,392 | +9.3% | 35,150 | +1.0% | 0.39% | +4.0% |
| CAT | Buy | CATERPILLAR INC DEL | $2,926,905 | +11.4% | 11,896 | +3.7% | 0.38% | +6.1% |
| MRK | Sell | MERCK & CO INC | $2,899,250 | +6.5% | 25,126 | -1.8% | 0.38% | +1.3% |
| LSI | Buy | LIFE STORAGE INC | $2,884,327 | +3.6% | 21,693 | +2.1% | 0.37% | -1.6% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,870,416 | +16.0% | 19,736 | +3.9% | 0.37% | +10.4% |
| WMT | Buy | WALMART INC | $2,830,776 | +10.0% | 18,010 | +3.2% | 0.37% | +4.6% |
| INTU | New | INTUIT | $2,781,671 | – | 6,071 | +100.0% | 0.36% | – |
| COST | Buy | COSTCO WHSL CORP NEW | $2,755,497 | +13.0% | 5,118 | +4.3% | 0.36% | +7.5% |
| AFL | Buy | AFLAC INC | $2,750,456 | +11.1% | 39,405 | +2.7% | 0.36% | +5.6% |
| HSY | Sell | HERSHEY CO | $2,729,404 | -3.0% | 10,931 | -1.2% | 0.35% | -7.8% |
| PLD | Buy | PROLOGIS INC | $2,721,261 | +1.0% | 22,191 | +2.8% | 0.35% | -3.8% |
| TXN | Buy | TEXAS INSTRS INC | $2,720,281 | +1.6% | 15,111 | +5.0% | 0.35% | -3.3% |
| HON | Buy | HONEYWELL INTL INC | $2,706,153 | +14.0% | 13,042 | +5.0% | 0.35% | +8.3% |
| DE | Buy | DEERE & CO | $2,688,732 | +2.3% | 6,636 | +4.3% | 0.35% | -2.5% |
| FR | Buy | FIRST INDL RLTY TR INC | $2,691,485 | +2.6% | 51,130 | +3.7% | 0.35% | -2.5% |
| HD | Buy | HOME DEPOT INC | $2,650,681 | +12.1% | 8,533 | +6.5% | 0.34% | +6.5% |
| BLK | Buy | BLACKROCK INC | $2,618,671 | +10.0% | 3,789 | +6.5% | 0.34% | +4.6% |
| MDT | Buy | MEDTRONIC PLC | $2,614,562 | +17.3% | 29,677 | +7.3% | 0.34% | +11.5% |
| SPHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $2,589,882 | +5.1% | 51,336 | -1.4% | 0.34% | 0.0% |
| TRV | Buy | TRAVELERS COMPANIES INC | $2,544,949 | +5.4% | 14,655 | +4.0% | 0.33% | +0.3% |
| SPGP | Sell | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $2,528,066 | +5.8% | 27,848 | -0.6% | 0.33% | +0.6% |
| NOBL | Sell | PROSHARES TRs&p 500 dv arist | $2,515,867 | +2.8% | 26,685 | -0.5% | 0.33% | -2.4% |
| CVX | Buy | CHEVRON CORP NEW | $2,481,120 | -1.5% | 15,768 | +2.1% | 0.32% | -6.4% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $2,480,422 | +4.1% | 7,690 | +5.6% | 0.32% | -0.9% |
| O | Buy | REALTY INCOME CORP | $2,436,196 | +0.9% | 40,746 | +6.8% | 0.32% | -4.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $2,437,915 | +5.9% | 5,072 | +4.1% | 0.32% | +0.6% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $2,413,585 | +1.6% | 18,184 | -0.9% | 0.31% | -3.4% |
| NEE | Buy | NEXTERA ENERGY INC | $2,397,934 | +2.2% | 32,317 | +6.1% | 0.31% | -2.8% |
| SPLV | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 low vol | $2,399,965 | +0.8% | 38,210 | +0.1% | 0.31% | -4.3% |
| SDY | Sell | SPDR SERIES TRUSTs&p divid etf | $2,390,893 | -1.0% | 19,505 | -0.1% | 0.31% | -5.8% |
| ANTM | Buy | ANTHEM INC | $2,363,387 | +1.1% | 5,319 | +4.7% | 0.31% | -3.8% |
| XMLV | Buy | INVESCO EXCHANGE TRADED FD Ts&p midcp low | $2,352,551 | -0.2% | 45,460 | +1.0% | 0.30% | -5.3% |
| RYU | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql utl | $2,336,957 | -3.1% | 21,136 | -0.6% | 0.30% | -7.9% |
| Buy | HEALTHCARE RLTY TR | $2,334,648 | +7.6% | 123,788 | +10.3% | 0.30% | +2.4% | |
| BAX | Buy | BAXTER INTL INC | $2,303,882 | +28.8% | 50,568 | +14.7% | 0.30% | +22.5% |
| AMGN | Buy | AMGEN INC | $2,305,362 | -3.0% | 10,384 | +5.7% | 0.30% | -7.7% |
| TSN | Buy | TYSON FOODS INCcl a | $1,998,598 | -2.1% | 39,157 | +13.7% | 0.26% | -6.8% |
| VDC | Sell | VANGUARD WORLD FDSconsum stp etf | $1,689,682 | -2.3% | 8,690 | -2.8% | 0.22% | -7.2% |
| SPEM | Buy | SPDR INDEX SHS FDSportfolio emg mk | $1,154,105 | +3.9% | 33,569 | +3.1% | 0.15% | -1.3% |
| XTL | Buy | SPDR SERIES TRUST | $1,096,790 | -0.5% | 14,136 | +3.9% | 0.14% | -5.3% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $1,063,926 | +12.4% | 7,244 | +5.0% | 0.14% | +7.0% |
| LULU | Sell | LULULEMON ATHLETICA INC | $1,009,460 | -4.8% | 2,667 | -8.4% | 0.13% | -9.7% |
| FSLY | Buy | FASTLY INCcl a | $1,004,013 | +5.2% | 63,666 | +18.5% | 0.13% | 0.0% |
| ON | Sell | ON SEMICONDUCTOR CORP | $984,199 | -29.0% | 10,406 | -38.2% | 0.13% | -32.3% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $964,955 | +22.0% | 2,822 | -8.9% | 0.12% | +15.7% |
| SEDG | Sell | SOLAREDGE TECHNOLOGIES INC | $941,675 | -17.2% | 3,500 | -6.4% | 0.12% | -21.3% |
| TWLO | Buy | TWILIO INCcl a | $933,687 | +57.1% | 14,676 | +64.5% | 0.12% | +49.4% |
| SNA | Sell | SNAP ON INC | $913,477 | -7.3% | 3,170 | -20.6% | 0.12% | -11.2% |
| INGR | Sell | INGREDION INC | $898,681 | -12.4% | 8,482 | -15.8% | 0.12% | -16.4% |
| NVS | Sell | NOVARTIS A Gsponsored adr | $838,360 | -13.3% | 8,308 | -21.0% | 0.11% | -17.4% |
| COLD | Sell | AMERICOLD RLTY TR | $837,192 | -0.7% | 25,919 | -12.5% | 0.11% | -5.2% |
| KTOS | Buy | KRATOS DEFENSE & SEC SOLUTIO | $841,443 | +19.7% | 58,678 | +12.5% | 0.11% | +13.5% |
| UL | Sell | UNILEVER PLCspon adr new | $837,583 | -10.9% | 16,067 | -11.3% | 0.11% | -14.8% |
| ENPH | Buy | ENPHASE ENERGY INC | $833,715 | -18.2% | 4,978 | +2.7% | 0.11% | -22.3% |
| V | Sell | VISA INC | $833,749 | -6.8% | 3,511 | -11.5% | 0.11% | -11.5% |
| SAM | Buy | BOSTON BEER INCcl a | $826,002 | +5.5% | 2,678 | +12.5% | 0.11% | 0.0% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $820,902 | +13.0% | 6,786 | -2.8% | 0.11% | +8.1% |
| IQV | Sell | IQVIA HLDGS INC | $813,443 | +9.7% | 3,619 | -2.9% | 0.11% | +5.0% |
| UBS | Sell | UBS GROUP AG | $809,157 | -22.7% | 39,919 | -18.6% | 0.10% | -26.6% |
| LNG | Sell | CHENIERE ENERGY INC | $805,913 | -28.4% | 5,290 | -26.0% | 0.10% | -31.8% |
| RGA | Sell | EINSURANCE GRP OF AMERICA I | $787,381 | -6.7% | 5,677 | -10.7% | 0.10% | -11.3% |
| ENV | Buy | ENVESTNET INC | $781,936 | +9.8% | 13,175 | +8.5% | 0.10% | +4.1% |
| TENB | Sell | TENABLE HLDGS INC | $778,239 | -10.8% | 17,870 | -2.6% | 0.10% | -15.1% |
| VICI | Sell | VICI PPTYS INC | $777,142 | -6.3% | 24,726 | -2.7% | 0.10% | -10.6% |
| NGG | Sell | NATIONAL GRID PLCsponsored adr ne | $779,673 | -18.8% | 11,580 | -18.0% | 0.10% | -22.9% |
| SWX | Buy | SOUTHWEST GAS HOLDINGS INC | $750,302 | +10.9% | 11,788 | +8.8% | 0.10% | +5.4% |
| GOOS | Buy | CANADA GOOSE HLDGS INC | $740,996 | +19.6% | 41,629 | +29.4% | 0.10% | +14.3% |
| VNQI | Buy | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $728,722 | +2.6% | 18,132 | +3.6% | 0.10% | -2.1% |
| RGNX | Buy | REGENXBIO INC | $734,253 | +31.7% | 36,731 | +24.6% | 0.10% | +25.0% |
| WTRG | Sell | ESSENTIAL UTILS INC | $726,412 | -12.0% | 18,201 | -3.7% | 0.09% | -16.8% |
| D | Buy | DOMINION ENERGY INC | $701,966 | -2.6% | 13,554 | +5.2% | 0.09% | -7.1% |
| WPC | Sell | WP CAREY INC | $702,842 | -13.5% | 10,403 | -0.8% | 0.09% | -18.0% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $683,553 | -2.9% | 8,201 | +19.1% | 0.09% | -7.3% |
| RUN | Buy | SUNRUN INC | $649,568 | +28.6% | 36,370 | +45.1% | 0.08% | +21.7% |
| CFG | Buy | CITIZENS FINANCIAL GROUP INC | $257,752 | +30.5% | 9,883 | +51.9% | 0.03% | +22.2% |
| NUE | Sell | NUCOR CORP | $236,586 | -17.0% | 1,443 | -21.8% | 0.03% | -20.5% |
| NVEE | Buy | NV5 GLOBAL INC | $222,537 | +6.8% | 2,009 | +0.2% | 0.03% | +3.6% |
| UAL | Sell | UNITED AIRLS HLDGS INC | $218,602 | +4.8% | 3,984 | -15.5% | 0.03% | 0.0% |
| NOW | Sell | SERVICENOW INC | $218,606 | +8.4% | 389 | -10.4% | 0.03% | 0.0% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $219,163 | -0.5% | 1,924 | -14.4% | 0.03% | -6.7% |
| CHWY | Buy | CHEWY INCcl a | $218,545 | +11.6% | 5,537 | +5.7% | 0.03% | +3.7% |
| CRSP | Sell | CRISPR THERAPEUTICS AGnamen akt | $204,799 | +16.9% | 3,648 | -5.8% | 0.03% | +12.5% |
| UPST | Buy | UPSTART HLDGS INC | $211,279 | +186.0% | 5,900 | +26.9% | 0.03% | +170.0% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $210,733 | +6.2% | 2,088 | -2.1% | 0.03% | 0.0% |
| SNOW | Buy | SNOWFLAKE INCcl a | $202,905 | +31.1% | 1,153 | +15.0% | 0.03% | +23.8% |
| DOW | Sell | DOW INC | $200,398 | -3.2% | 3,763 | -0.3% | 0.03% | -7.1% |
| AES | Sell | AES CORP | $189,794 | -17.4% | 9,156 | -4.1% | 0.02% | -19.4% |
| S | Buy | SENTINELONE INCcl a | $189,988 | +52.7% | 12,582 | +65.4% | 0.02% | +47.1% |
| IIPR | Buy | INNOVATIVE INDL PPTYS INC | $192,042 | +69.7% | 2,630 | +76.6% | 0.02% | +66.7% |
| ESTC | Buy | ELASTIC N V | $143,372 | +23.2% | 2,236 | +11.2% | 0.02% | +18.8% |
| MDGL | Sell | MADRIGAL PHARMACEUTICALS INC | $149,919 | -62.0% | 649 | -60.2% | 0.02% | -64.8% |
| LTHM | Sell | LIVENT CORP | $147,327 | +7.7% | 5,371 | -14.7% | 0.02% | 0.0% |
| PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $148,425 | +27.8% | 9,682 | -29.5% | 0.02% | +18.8% |
| STM | Sell | STMICROELECTRONICS N Vny registry | $150,210 | -22.3% | 3,005 | -16.9% | 0.02% | -26.9% |
| IBRX | Buy | IMMUNITYBIO INC | $140,632 | +150.2% | 50,587 | +63.8% | 0.02% | +125.0% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $141,864 | -11.1% | 272 | -1.8% | 0.02% | -18.2% |
| AVXL | Buy | ANAVEX LIFE SCIENCES CORP | $128,665 | +16.2% | 15,826 | +22.4% | 0.02% | +13.3% |
| APPS | Buy | DIGITAL TURBINE INC | $131,089 | +125.8% | 14,126 | +200.7% | 0.02% | +112.5% |
| DIAX | Sell | NUVEEN DOW 30 DYN OVERWRITE | $98,793 | -17.8% | 7,002 | -14.5% | 0.01% | -18.8% |
| ETY | Sell | EATON VANCE TX MGD DIV EQ IN | $100,993 | -9.3% | 8,105 | -15.0% | 0.01% | -13.3% |
| NTR | Sell | NUTRIEN LTD | $20,753 | -33.3% | 351 | -16.8% | 0.00% | -25.0% |
| MDB | MONGODB INCcl a | $13,563 | +76.3% | 33 | 0.0% | 0.00% | +100.0% | |
| TGTX | TG THERAPEUTICS INC | $11,849 | +65.2% | 477 | 0.0% | 0.00% | +100.0% | |
| LEN | Buy | LENNAR CORPcl a | $15,843 | +20.6% | 126 | +0.8% | 0.00% | 0.0% |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $11,782 | +5.9% | 102 | +3.0% | 0.00% | 0.0% |
| MTZ | MASTEC INC | $18,049 | +24.9% | 153 | 0.0% | 0.00% | 0.0% | |
| TRMB | TRIMBLE INC | $5,876 | +1.0% | 111 | 0.0% | 0.00% | 0.0% | |
| IDCC | Sell | INTERDIGITAL INC | $5,728 | -48.2% | 59 | -61.2% | 0.00% | -50.0% |
| IRDM | Buy | IRIDIUM COMMUNICATIONS INC | $7,241 | +0.5% | 117 | +0.9% | 0.00% | 0.0% |
| BA | BOEING CO | $7,391 | -0.6% | 35 | 0.0% | 0.00% | 0.0% | |
| K | Buy | KELLOGG CO | $7,223 | +1.6% | 107 | +0.9% | 0.00% | 0.0% |
| BEAM | BEAM THERAPEUTICS INC | $7,344 | +4.3% | 230 | 0.0% | 0.00% | 0.0% | |
| SOFI | SOFI TECHNOLOGIES INC | $9,883 | +37.4% | 1,185 | 0.0% | 0.00% | 0.0% | |
| PNC | Buy | PNC FINL SVCS GROUP INC | $9,313 | +0.3% | 74 | +1.4% | 0.00% | 0.0% |
| BIDU | BAIDU INCspon adr rep a | $6,435 | -9.3% | 47 | 0.0% | 0.00% | 0.0% | |
| OSK | OSHKOSH CORP | $8,057 | +4.7% | 93 | 0.0% | 0.00% | 0.0% | |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $7,076 | -2.1% | 50 | +2.0% | 0.00% | 0.0% |
| KRYS | KRYSTAL BIOTECH INC | $10,449 | +46.7% | 89 | 0.0% | 0.00% | 0.0% | |
| ZS | ZSCALER INC | $9,363 | +25.2% | 64 | 0.0% | 0.00% | 0.0% | |
| KR | Buy | KROGER CO | $6,866 | -2.9% | 146 | +2.1% | 0.00% | 0.0% |
| SE | SEA LTDsponsord ads | $4,933 | -32.9% | 85 | 0.0% | 0.00% | 0.0% | |
| SQ | BLOCK INCcl a | $7,323 | -3.0% | 110 | 0.0% | 0.00% | 0.0% | |
| GNRC | GENERAC HLDGS INC | $9,544 | +38.1% | 64 | 0.0% | 0.00% | 0.0% | |
| CSGP | COSTAR GROUP INC | $9,256 | +29.3% | 104 | 0.0% | 0.00% | 0.0% | |
| NET | CLOUDFLARE INC | $8,106 | +6.0% | 124 | 0.0% | 0.00% | 0.0% | |
| TMUS | Sell | T MOBILE US INC | $4,445 | -69.6% | 32 | -68.3% | 0.00% | -50.0% |
| HDB | HDFC BANK LTDsponsored ads | $7,609 | +4.5% | 109 | 0.0% | 0.00% | 0.0% | |
| TGT | Sell | TARGET CORP | $6,041 | -62.6% | 46 | -52.6% | 0.00% | -50.0% |
| TTD | THE TRADE DESK INC | $9,035 | +26.8% | 117 | 0.0% | 0.00% | 0.0% | |
| TSCO | TRACTOR SUPPLY CO | $6,886 | -5.5% | 31 | 0.0% | 0.00% | 0.0% | |
| PHM | Sell | PULTE GROUP INC | $6,934 | -56.8% | 89 | -67.6% | 0.00% | -50.0% |
| NVCR | NOVOCURE LTD | $5,063 | -31.0% | 122 | 0.0% | 0.00% | 0.0% | |
| SIVB | Sell | SVB FINANCIAL GROUP | $10 | -97.8% | 20 | -96.0% | 0.00% | – |
| INTC | Sell | INTEL CORP | $89 | -100.0% | 3 | -100.0% | 0.00% | -100.0% |
| MKC | MCCORMICK & CO INC | $2,989 | +5.3% | 34 | 0.0% | 0.00% | – | |
| ALLY | Sell | ALLY FINL INC | $2,388 | -75.0% | 88 | -76.5% | 0.00% | -100.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-04
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.