LIBERTY ONE INVESTMENT MANAGEMENT, LLC

Est. AUM

$232.9M

13F long equity, this entity only

Positions

153

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	TWO RDS SHARED TR	LIBERTY ONE SPEC	$11.2M	431772	4.83%	SOLE
2	TWO RDS SHARED TR	LIBERTY ONE DEFE	$6.1M	230063	2.63%	SOLE
3	CARDINAL HEALTH INC	COM	$4.9M	23240	2.11%	DFND
4	JOHNSON & JOHNSON	COM	$4.9M	19855	2.08%	DFND
5	LILLY ELI & CO	COM	$4.6M	5008	1.98%	DFND
6	NORTHROP GRUMMAN CORP	COM	$4.1M	6030	1.77%	DFND
7	COCA COLA CO	COM	$4.1M	53801	1.76%	DFND
8	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$3.9M	51804	1.67%	SOLE
9	KROGER CO	COM	$3.9M	53636	1.67%	DFND
10	ALLIANT ENERGY CORP	COM	$3.8M	53467	1.65%	DFND
11	DUKE ENERGY CORP NEW	COM NEW	$3.8M	28962	1.63%	DFND
12	SOUTHERN CO	COM	$3.7M	38073	1.58%	DFND
13	MCDONALDS CORP	COM	$3.7M	11794	1.57%	DFND
14	AT&T INC	COM	$3.7M	126325	1.57%	DFND
15	MCKESSON CORP	COM	$3.4M	3885	1.44%	DFND
16	PROCTER & GAMBLE CO	COM	$3.4M	23230	1.44%	DFND
17	WASTE MGMT INC DEL	COM	$3.2M	14085	1.39%	DFND
18	MICROSOFT CORP	COM	$3.2M	8664	1.38%	DFND
19	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$3.2M	69548	1.38%	DFND
20	UNITEDHEALTH GROUP INC	COM	$3.2M	11796	1.37%	DFND
21	CHUBB LIMITED	COM	$3.1M	9521	1.33%	DFND
22	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$2.8M	72529	1.21%	SOLE
23	MORGAN STANLEY ETF TRUST	EATON VANCE SHOR	$2.8M	54897	1.20%	DFND
24	TCW ETF TRUST	FLEXIBLE INCOME	$2.8M	70997	1.20%	DFND
25	PIMCO ETF TR	MULTISECTOR BD	$2.8M	105449	1.19%	DFND
26	TWO RDS SHARED TR	LIBERTY ONE TACT	$2.5M	97922	1.08%	SOLE
27	REPUBLIC SVCS INC	COM	$2.5M	11418	1.07%	DFND
28	MOTOROLA SOLUTIONS INC	COM NEW	$2.5M	5707	1.06%	DFND
29	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$2.4M	51679	1.04%	DFND
30	ISHARES TR	CORE US AGGBD ET	$2.4M	24150	1.03%	DFND
31	INVESCO EXCHANGE TRADED FD T	S&P500 EQL UTL	$2.4M	29104	1.01%	SOLE
32	CASEYS GEN STORES INC	COM	$2.3M	3222	1.01%	DFND
33	RENTOKIL INITIAL PLC	SPONSORED ADR	$2.3M	73215	0.99%	DFND
34	SPDR SERIES TRUST	S&P DIVID ETF	$2.2M	15020	0.94%	SOLE
35	SELECT SECTOR SPDR TR	SBI HEALTHCARE	$2.1M	14645	0.92%	SOLE
36	PROSHARES TR	S&P 500 DV ARIST	$2.1M	20162	0.92%	SOLE
37	INVESCO EXCHANGE TRADED FD T	S&P MIDCP LOW	$2.1M	33638	0.91%	SOLE
38	BROADCOM INC	COM	$2.1M	6812	0.91%	DFND
39	LAMB WESTON HLDGS INC	COM	$2.1M	49341	0.90%	DFND
40	INVESCO EXCHANGE TRADED FD T	S&P500 LOW VOL	$2.1M	28431	0.89%	SOLE
41	INVESCO EXCHANGE TRADED FD T	S&P 500 GARP ETF	$2.1M	19241	0.89%	SOLE
42	VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$1.9M	25921	0.83%	DFND
43	ALPHABET INC	CAP STK CL C	$1.8M	6276	0.77%	DFND
44	ISHARES TR	CORE S&P US VLU	$1.7M	16902	0.74%	SOLE
45	SPDR SERIES TRUST	S&P TELECOM	$1.7M	9023	0.73%	SOLE
46	GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$1.7M	13405	0.72%	SOLE
47	ISHARES TR	CORE S&P US GWT	$1.7M	10813	0.72%	SOLE
48	INVESCO QQQ TR	UNIT SER 1	$1.7M	2898	0.72%	SOLE
49	MONDELEZ INTL INC	CL A	$1.7M	28811	0.71%	DFND
50	ISHARES U S ETF TR	U.S. TECH INDEPD	$1.7M	18780	0.71%	SOLE

1–50 of 153

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.