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Home > Institutional Investor > Liberty One Investment Management, Llc > Profile

Instuitional Investor - Liberty One Investment Management, Llc

Fund Profile
Filing Period:
Fund Name: Liberty One Investment Management, Llc
Portfolio Value $988,347,934
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Cardinal Health Inc
 CAH 263,507 $36,303,349 3.67%
2.
Alliant Energy Corp
 LNT 539,133 $34,693,192 3.51%
3.
Duke Energy Corp
 DUK 279,555 $34,097,380 3.45%
4.
Southern Co
 SO 366,560 $33,705,224 3.41%
5.
Coca Cola Co
 KO 464,526 $33,269,372 3.37%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)