Liberty One Investment Management, LLC Portfolio Holdings
Liberty One Investment Management, LLC
- $975 Million
- Q1 2025
Liberty One Investment Management, LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $975 Million distributed in 146 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Cardinal Health Inc with a value of $36.3M, Alliant Energy Corp with a value of $34.7M, Duke Energy Corp with a value of $34.1M, Southern CO with a value of $33.7M, and Coca Cola CO with a value of $33.3M.
Examining the 13F form we can see an increase of $65.6M in the current position value, from $910M to 975M.
Below you can find more details about Liberty One Investment Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$975 Million
Consumer Defensive: $258 Million
Healthcare: $191 Million
Utilities: $117 Million
Industrials: $109 Million
Consumer Cyclical: $79.1 Million
Technology: $65.9 Million
ETFs: $60.8 Million
Communication Services: $39.1 Million
Other: $54.8 Million