Liberty One Investment Management, LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $974 Million distributed in 145 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Cardinal Health Inc with a value of $36.1M, Kroger CO with a value of $33.3M, Southern CO with a value of $32.4M, Coca Cola CO with a value of $32M, and Duke Energy Corp with a value of $32M.
Examining the 13F form we can see an decrease of $1.36M in the current position value, from $975M to 974M.
Below you can find more details about Liberty One Investment Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$974 Million
Consumer Defensive: $262 Million
Healthcare: $185 Million
Utilities: $110 Million
Industrials: $108 Million
Consumer Cyclical: $77.1 Million
Technology: $75.3 Million
ETFs: $63.2 Million
Communication Services: $38.1 Million
Other: $55 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
