Holdings of LIBERTY ONE INVESTMENT MANAGEMENT, LLC
141 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 34.4 % of the equity sleeve
Sector breakdown
- Health care 17.5 %
- Consumer staples 15.9 %
- Industrials 12.6 %
- Utilities 11.6 %
- Technology 8.5 %
- Consumer discretionary 7.6 %
- Communication 6.3 %
- Financials 3.7 %
- Real estate 1.3 %
- Energy 0.1 %
- Materials 0.1 %
- Unattributed 14.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 97.6 %
- GB 2.2 %
- TW 0.1 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 138 | 892.8M $ | 97.64 % |
| 2 | GB | 2 | 20.4M $ | 2.23 % |
| 3 | TW | 1 | 1.2M $ | 0.13 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 101 | Novartis AG | 4,941 | 754.8K $ | |
| 102 | Salesforce Inc | 3,964 | 740K $ | |
| 103 | National Grid PLC | 8,566 | 724.7K $ | |
| 104 | Twilio Inc | 5,665 | 712.8K $ | |
| 105 | Dominion Energy Inc | 11,103 | 686.4K $ | |
| 106 | Snap-on Inc | 1,876 | 681.4K $ | |
| 107 | Reinsurance Group of America Inc | 3,243 | 662.2K $ | |
| 108 | WP Carey Inc | 9,717 | 660.4K $ | |
| 109 | VANGUARD GLOBAL EX-U.S. REAL E VANGUARD GLBL EX-US REAL EST | 13,923 | 618.9K $ | |
| 110 | Kratos Defense & Security Solutions, Inc. | 8,652 | 610.1K $ | |
| 111 | Alibaba Group Holding Ltd | 4,761 | 597.3K $ | |
| 112 | BancFirst Corp | 5,227 | 567.1K $ | |
| 113 | IQVIA Holdings Inc | 3,219 | 549K $ | |
| 114 | SPDR SERIES TRUST | 5,066 | 547.2K $ | |
| 115 | Cadence Design Systems Inc | 1,915 | 532.1K $ | |
| 116 | ROBO Global Robotics and Autom | 7,559 | 517.3K $ | |
| 117 | MercadoLibre Inc | 282 | 487.6K $ | |
| 118 | Occidental Petroleum Corp | 7,386 | 480.1K $ | |
| 119 | Sea Ltd | 5,445 | 450.9K $ | |
| 120 | Schwab International Dividend Equity ETF | 13,655 | 432.3K $ | |
| 121 | Cloudflare Inc | 1,827 | 377K $ | |
| 122 | elf Beauty Inc | 6,109 | 370.3K $ | |
| 123 | Comfort Systems USA Inc | 263 | 363K $ | |
| 124 | International Business Machines Corp. | 1,471 | 356.6K $ | |
| 125 | CME Group Inc | 1,198 | 353.8K $ | |
| 126 | Palantir Technologies Inc | 2,412 | 352.8K $ | |
| 127 | Vertiv Holdings Co | 1,370 | 343.3K $ | |
| 128 | ServiceNow Inc | 3,218 | 336.4K $ | |
| 129 | Casella Waste Systems Inc | 4,041 | 320.6K $ | |
| 130 | Tradeweb Markets Inc | 2,699 | 317.6K $ | |
| 131 | Netflix Inc | 3,246 | 312.1K $ | |
| 132 | AppLovin Corp | 763 | 303.7K $ | |
| 133 | Constellation Energy Corp. | 1,046 | 292.1K $ | |
| 134 | S&P Global Inc | 651 | 277K $ | |
| 135 | Progressive Corp/The | 1,381 | 273.8K $ | |
| 136 | Elevance Health Inc | 930 | 272.2K $ | |
| 137 | Intuitive Machines Inc | 13,686 | 254K $ | |
| 138 | Reddit Inc | 1,790 | 241K $ | |
| 139 | Lululemon Athletica Inc | 1,556 | 238.2K $ | |
| 140 | Rocket Lab Corp | 3,459 | 222.1K $ | |
| 141 | Axon Enterprise Inc | 487 | 206.8K $ | |