LIBERTY ONE INVESTMENT MANAGEMENT, LLC
CIK 1807328
13F filing for Q2 2026・No. 2,586
- Holdings
- US$1B
- Quarter change
- +US$30.25M
- Entries
- 219
- Net bought (estimate)
- +US$9.47M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 6
- Sold out 6
- Cut 54
- Added 94
- Corporate actions 2
- Unchanged 0
Largest holdings
154 stocks worth US$1B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| LLYELI LILLY & COCOM | Cut | 30,289 | US$36.33M | 3.63% |
| UNHUNITEDHEALTH GROUP INCCOM | Added | 87,327 | US$36.3M | 3.63% |
| CAHCARDINAL HEALTH INCCOM | Cut | 142,270 | US$33.8M | 3.38% |
| JNJJOHNSON & JOHNSONCOM | Cut | 130,485 | US$33.14M | 3.31% |
| KOCOCA COLA COCOM | Cut | 385,861 | US$31.36M | 3.14% |
| LNTALLIANT ENERGY CORPCOM | Cut | 409,172 | US$31.22M | 3.12% |
| SOSOUTHERN COCOM | Added | 309,176 | US$29.59M | 2.96% |
| DUKDUKE ENERGY CORP NEWCOM NEW | Cut | 230,763 | US$29.21M | 2.92% |
| MSFTMicrosoftCOM | Added | 76,192 | US$28.42M | 2.84% |
| PGPROCTER & GAMBLE COCOM | Added | 193,404 | US$28.36M | 2.84% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.