Liberty One Investment Management, LLC Incresed Positions in Q2 2025

Liberty One Investment Management, LLC

  • $974 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
105K
+ 25.52%
$50.56 - $59.57 $5.31M - $6.25M
516K $26.8M
KR
Kroger CO

Consumer Defensive
6.53K
+ 1.43%
$64.62 - $74.0 $422K - $483K
464K $33.3M
LMT
Lockheed Martin Corp

Industrials
2.39K
+ 3.81%
$430.82 - $486.45 $1.03M - $1.16M
64.9K $30.1M
PFE
Pfizer Inc

Healthcare
124K
+ 11.25%
$21.59 - $24.84 $2.68M - $3.08M
1.23M $29.7M
SYY
Sysco Corp

Consumer Defensive
8.6K
+ 2.55%
$68.0 - $75.91 $585K - $653K
346K $26.2M
CAT
Caterpillar Inc

Industrials
133
+ 0.95%
$273.94 - $388.21 $36.4K - $51.6K
14.2K $5.5M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
917
+ 1.37%
$86.05 - $107.7 $78.9K - $98.8K
67.7K $7.29M
HON
Honeywell International Inc

Industrials
577
+ 2.61%
$182.86 - $232.88 $106K - $134K
22.7K $5.28M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
849
+ 13.43%
$49.95 - $128.54 $42.4K - $109K
7.17K $892K
MRK
Merck & Co., Inc.

Healthcare
11.9K
+ 27.93%
$73.47 - $87.12 $872K - $1.03M
54.4K $4.31M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
273
+ 0.48%
$82.17 - $99.96 $22.4K - $27.3K
57.2K $5.61M
HSY
Hershey CO

Consumer Defensive
3.16K
+ 12.34%
$151.29 - $173.13 $478K - $547K
28.8K $4.77M
AVUV
American Centy ETF Tr Avantis

ETFs
1.8K
+ 3.63%
$75.17 - $91.21 $135K - $164K
51.4K $4.68M
ELV
Elevance Health, Inc.

Healthcare
2.13K
+ 20.01%
$372.27 - $452.69 $794K - $966K
12.8K $4.98M
MDLZ
Mondelez International, Inc.

Consumer Defensive
6.77K
+ 1.75%
$63.54 - $68.5 $430K - $464K
393K $26.5M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
2.45K
+ 5.21%
$34.78 - $43.42 $85.3K - $106K
49.5K $2.14M
EXR
Extra Space Storage Inc.

Real Estate
1.55K
+ 4.98%
$126.61 - $152.99 $197K - $238K
32.7K $4.83M
HD
Home Depot, Inc.

Consumer Cyclical
510
+ 3.95%
$335.24 - $380.78 $171K - $194K
13.4K $4.92M
NUE
Nucor Corp

Basic Materials
1.17K
+ 35.54%
$103.22 - $131.43 $121K - $154K
4.47K $578K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
111
+ 0.78%
$97.68 - $121.38 $10.8K - $13.5K
14.4K $1.75M
TXN
Texas Instruments Inc

Technology
893
+ 3.56%
N/A
26K $5.06M
O
Realty Income Corp

Real Estate
3.25K
+ 3.77%
$52.27 - $58.52 $170K - $190K
89.4K $5.15M
NOW
Service Now, Inc.

Technology
44
+ 13.17%
$721.65 - $1040.18 $31.8K - $45.8K
378 $388K
PLD
Prologis, Inc.

Real Estate
3.87K
+ 8.88%
$89.76 - $112.34 $347K - $434K
47.4K $4.98M
DKNG
Draft Kings Inc.

Consumer Cyclical
1.53K
+ 32.96%
$31.67 - $42.89 $48.5K - $65.7K
6.18K $264K
SNPS
Synopsys Inc

Technology
137
+ 40.65%
$380.9 - $517.66 $52.2K - $70.9K
474 $243K
ESTC
Elastic N.V.

Technology
959
+ 55.66%
$73.36 - $94.17 $70.4K - $90.3K
2.68K $226K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
44
+ 4.26%
$141.37 - $228.57 $6.22K - $10.1K
1.08K $243K
NEE
Nextera Energy Inc

Utilities
2.29K
+ 3.47%
$64.11 - $75.0 $147K - $172K
68.4K $4.75M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
215
+ 1.25%
$81.46 - $94.63 $17.5K - $20.3K
17.4K $1.65M
SSB
South State Corp

Financial Services
731
+ 8.89%
$80.59 - $94.67 $58.9K - $69.2K
8.95K $823K
S
Sentinel One, Inc.

Technology
3.03K
+ 32.08%
$16.17 - $20.34 $48.9K - $61.6K
12.5K $227K
BAX
Baxter International Inc

Healthcare
19.3K
+ 14.41%
$27.8 - $34.02 $537K - $657K
153K $4.64M
UAL
United Airlines Holdings, Inc.

Industrials
34
+ 1.18%
$56.15 - $84.23 $1.91K - $2.86K
2.92K $232K
DPZ
Dominos Pizza Inc

Consumer Cyclical
266
+ 2.55%
$430.72 - $497.52 $115K - $132K
10.7K $4.82M
CPRT
Copart Inc

Consumer Cyclical
1.08K
+ 31.7%
$47.72 - $63.84 $51.5K - $68.9K
4.48K $219K
CRM
Salesforce, Inc.

Technology
46
+ 1.45%
$236.26 - $291.15 $10.9K - $13.4K
3.21K $875K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
757
+ 21.95%
$225.56 - $335.19 $171K - $254K
4.21K $999K
POST
Post Holdings, Inc.

Consumer Defensive
322
+ 18.39%
$107.47 - $118.46 $34.6K - $38.1K
2.07K $226K
CWST
Casella Waste Systems Inc

Industrials
142
+ 7.79%
$103.78 - $120.37 $14.7K - $17.1K
1.96K $226K
NTNX
Nutanix, Inc.

Technology
7
+ 0.23%
$58.17 - $83.07 $407 - $581
3.11K $237K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
130
+ 0.72%
$121.58 - $136.74 $15.8K - $17.8K
18.2K $2.47M
MDT
Medtronic PLC

Healthcare
1.91K
+ 3.45%
$80.68 - $88.86 $154K - $169K
57.2K $4.98M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
495
+ 2.09%
$90.85 - $102.31 $45K - $50.6K
24.2K $2.44M
VRT
Vertiv Holdings CO

Industrials
137
+ 7.28%
N/A
2.02K $175K
OXY
Occidental Petroleum Corp

Energy
1.22K
+ 21.51%
$36.11 - $49.33 $44.2K - $60.3K
6.91K $290K
ITB
Ishares Tr

ETFs
205
+ 4.39%
$85.52 - $96.61 $17.5K - $19.8K
4.88K $454K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
26.6K
+ 3.53%
$32.56 - $35.71 $867K - $951K
781K $25.8M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
20
+ 0.07%
N/A
27.9K $2.39M
Activity Summary
Buys All Purchases 72 New Holdings 1 Increased Positions 71 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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