Liberty One Investment Management, LLC Reduced Holdings in Q2 2025

Liberty One Investment Management, LLC

  • $974 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LNT
Alliant Energy Corp

Utilities
-25.3K
- 4.69%
$58.79 - $64.85 $1.49M - $1.64M
514K $31.1M
RSG
Republic Services, Inc.

Industrials
-13.8K
- 11.34%
$227.2 - $258.07 $3.14M - $3.57M
108K $26.6M
MCD
Mcdonalds Corp

Consumer Cyclical
-2.43K
- 2.29%
$285.55 - $321.23 $693K - $780K
103K $30.2M
DUK
Duke Energy Corp

Utilities
-8.68K
- 3.1%
$112.46 - $124.05 $976K - $1.08M
271K $32M
WM
Waste Management Inc

Industrials
-5.47K
- 4.57%
$216.47 - $242.1 $1.18M - $1.32M
114K $26.1M
SO
Southern CO

Utilities
-14.2K
- 3.88%
$84.91 - $92.56 $1.21M - $1.32M
352K $32.4M
KO
Coca Cola CO

Consumer Defensive
-12.5K
- 2.68%
$68.37 - $73.9 $853K - $922K
452K $32M
GILD
Gilead Sciences, Inc.

Healthcare
-10.1K
- 12.73%
$96.91 - $113.0 $974K - $1.14M
68.9K $7.64M
DOX
Amdocs LTD

Technology
-11.5K
- 5.27%
$80.46 - $94.08 $925K - $1.08M
207K $18.9M
VZ
Verizon Communications Inc

Communication Services
-5.46K
- 3.05%
$41.67 - $45.62 $228K - $249K
173K $7.5M
T
At&T Inc.

Communication Services
-38.4K
- 3.83%
$26.33 - $28.94 $1.01M - $1.11M
964K $27.9M
TRV
Travelers Companies, Inc.

Financial Services
-1.44K
- 6.76%
$233.83 - $276.34 $336K - $397K
19.8K $5.3M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-943
- 12.96%
$99.37 - $134.05 $93.7K - $126K
6.34K $718K
CAH
Cardinal Health Inc

Healthcare
-48.4K
- 18.36%
$125.0 - $168.0 $6.05M - $8.13M
215K $36.1M
COST
Costco Wholesale Corp

Consumer Defensive
-401
- 7.27%
$908.13 - $1056.85 $364K - $424K
5.12K $5.07M
PLTR
Palantir Technologies Inc.

Technology
-3.27K
- 53.47%
$74.01 - $144.25 $242K - $472K
2.85K $387K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-865
- 2.48%
$68.13 - $74.77 $58.9K - $64.7K
34K $2.48M
WMT
Walmart Inc.

Consumer Defensive
-7.59K
- 11.94%
$81.79 - $99.98 $621K - $759K
56K $5.48M
RTX
Raytheon Technologies Corp

Industrials
-5.22K
- 10.76%
$113.75 - $148.48 $593K - $774K
43.3K $6.32M
TJX
Tjx Companies Inc

Consumer Cyclical
-1.4K
- 3.26%
$119.13 - $135.03 $166K - $189K
41.4K $5.11M
SNA
Snap On Inc

Industrials
-101
- 4.98%
$292.36 - $342.2 $29.5K - $34.6K
1.93K $600K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-1.2K
- 2.89%
$55.57 - $62.73 $66.7K - $75.3K
40.3K $2.49M
V
Visa Inc.

Financial Services
-231
- 10.68%
$308.27 - $373.31 $71.2K - $86.2K
1.93K $685K
PGR
Progressive Corp

Financial Services
-150
- 10.76%
$255.27 - $288.74 $38.3K - $43.3K
1.24K $331K
LNG
Cheniere Energy, Inc.

Energy
-398
- 11.84%
$197.25 - $244.33 $78.5K - $97.2K
2.96K $721K
WPC
W. P. Carey Inc.

Real Estate
-766
- 6.37%
$56.12 - $64.53 $43K - $49.4K
11.3K $702K
INGR
Ingredion Inc

Consumer Defensive
-372
- 7.7%
$123.22 - $140.95 $45.8K - $52.4K
4.46K $604K
TW
Tradeweb Markets Inc.

Financial Services
-279
- 10.47%
$125.37 - $149.02 $35K - $41.6K
2.39K $349K
VICI
Vici Properties Inc.

Real Estate
-1.31K
- 6.14%
$29.41 - $32.97 $38.6K - $43.3K
20.1K $654K
BURL
Burlington Stores, Inc.

Consumer Cyclical
-122
- 4.53%
$215.78 - $270.12 $26.3K - $33K
2.57K $598K
UL
Unilever PLC

Consumer Defensive
-1.03K
- 8.41%
$57.9 - $65.43 $59.8K - $67.5K
11.2K $687K
D
Dominion Energy, Inc

Utilities
-715
- 5.69%
$49.66 - $58.0 $35.5K - $41.5K
11.8K $669K
STLD
Steel Dynamics Inc

Basic Materials
-262
- 5.35%
N/A
4.64K $454K
RGA
Reinsurance Group Of America Inc

Financial Services
-111
- 3.57%
$168.32 - $209.71 $18.7K - $23.3K
3K $594K
SWX
Southwest Gas Holdings, Inc.

Utilities
-522
- 5.6%
$66.91 - $76.44 $34.9K - $39.9K
8.79K $654K
VDC
Vanguard Consumer Staples ETF

ETFs
-47
- 0.64%
$204.89 - $224.73 $9.63K - $10.6K
7.33K $1.61M
Blackrock Inc
-251
- 4.59%
N/A
5.22K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
-3K
- 7.75%
N/A
35.7K $0
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
-2.03K
- 14.67%
$86.93 - $117.31 $177K - $238K
11.8K $1.39M
CHWY
Chewy, Inc.

Consumer Cyclical
-1.61K
- 22.82%
$31.21 - $48.21 $50.2K - $77.6K
5.44K $231K
SPGI
S&P Global Inc.

Financial Services
-20
- 3.02%
$438.31 - $527.29 $8.77K - $10.5K
643 $339K
RBLX
Roblox Corp

Communication Services
-1.91K
- 43.56%
$51.22 - $105.59 $97.6K - $201K
2.47K $259K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-7.87K
- 6.78%
$59.24 - $71.39 $466K - $562K
108K $7.71M
NFLX
Netflix Inc

Communication Services
-119
- 28.2%
$855.86 - $1339.13 $102K - $159K
303 $405K
NGG
National Grid PLC

Utilities
-1.08K
- 9.91%
$62.74 - $74.79 $67.9K - $80.9K
9.84K $732K
NET
Cloudflare, Inc.

Technology
-830
- 38.16%
$97.08 - $195.83 $80.6K - $163K
1.35K $263K
NVS
Novartis Ag

Healthcare
-339
- 5.38%
$101.96 - $121.01 $34.6K - $41K
5.97K $721K
DE
Deere & CO

Industrials
-807
- 7.1%
$412.99 - $531.48 $333K - $429K
10.6K $5.37M
BANF
Bancfirst Corp

Financial Services
-341
- 6.17%
$100.43 - $129.96 $34.2K - $44.3K
5.19K $641K
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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