LIBERTY ONE INVESTMENT MANAGEMENT, LLC
Q2 2026 13F filing
Updated 28 days ago219 disclosed positions worth $1B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | U UNH UNITEDHEALTH GROUP INC | $30.4M | 73.3K | 3.04% | — |
| 2 | L LLY ELI LILLY & CO | $29.2M | 24.3K | 2.92% | — |
| 3 | C CAH CARDINAL HEALTH INC | $27.2M | 114.6K | 2.72% | — |
| 4 | J JNJ JOHNSON & JOHNSON | $27.1M | 106.9K | 2.71% | — |
| 5 | L LNT ALLIANT ENERGY CORP | $26.4M | 345.6K | 2.64% | — |
| 6 | K KO COCA COLA CO | $26.2M | 321.9K | 2.62% | — |
| 7 | S SOMN SOUTHERN CO | $25.3M | 263.9K | 2.53% | — |
| 8 | D DUK-PA DUKE ENERGY CORP NEW | $24.8M | 196.3K | 2.48% | — |
| 9 | M MSFT MICROSOFT CORP | $24.6M | 65.8K | 2.46% | — |
| 10 | P PG PROCTER & GAMBLE CO | $24.3M | 165.8K | 2.43% | — |
| 11 | M MCD MCDONALDS CORP | $22.3M | 82.7K | 2.23% | — |
| 12 | C CB CHUBB LIMITED | $20.9M | 61.3K | 2.09% | — |
| 13 | K KR KROGER CO | $20.4M | 368.0K | 2.04% | — |
| 14 | N NOC NORTHROP GRUMMAN CORP | $20.4M | 40.1K | 2.04% | — |
| 15 | A APP AT&T INC | $20.4M | 986.5K | 2.04% | — |
| 16 | W WM WASTE MGMT INC DEL | $20M | 89.9K | 2.00% | — |
| 17 | R RSG REPUBLIC SVCS INC | $19.8M | 92.9K | 1.98% | — |
| 18 | M MSI MOTOROLA SOLUTIONS INC | $19.4M | 46.7K | 1.94% | — |
| 19 | M MCK MCKESSON CORP | $18M | 23.8K | 1.80% | — |
| 20 | ? N/A TWO RDS SHARED TR | $17.3M | 637.8K | 1.73% | — |
| 21 | C CASY CASEYS GEN STORES INC | $16.7M | 21.0K | 1.67% | — |
| 22 | A AWK AMERICAN WTR WKS CO INC NEW | $14.9M | 113.4K | 1.49% | — |
| 23 | M MDLZ MONDELEZ INTL INC | $14.7M | 254.3K | 1.47% | — |
| 24 | A AMT AMERICAN TOWER CORP | $14M | 85.4K | 1.40% | — |
| 25 | R RKLIF RENTOKIL INITIAL PLC | $13.5M | 472.8K | 1.35% | — |
| 26 | G GOOGN ALPHABET INC | $11.6M | 32.8K | 1.16% | — |
| 27 | ? N/A TWO RDS SHARED TR | $11M | 412.3K | 1.10% | — |
| 28 | A AVGO BROADCOM INC | $10M | 26.4K | 1.00% | — |
| 29 | L LLY ELI LILLY & CO | $7.1M | 6.0K | 0.71% | — |
| 30 | C CAH CARDINAL HEALTH INC | $6.6M | 27.6K | 0.66% | — |
| 31 | C CAT CATERPILLAR INC | $6.2M | 5.8K | 0.62% | — |
| 32 | J JNJ JOHNSON & JOHNSON | $6M | 23.6K | 0.60% | — |
| 33 | A AMZN AMAZON COM INC | $5.9M | 24.6K | 0.58% | — |
| 34 | U UNH UNITEDHEALTH GROUP INC | $5.8M | 14.1K | 0.58% | — |
| 35 | T TXN TEXAS INSTRS INC | $5.8M | 19.4K | 0.58% | — |
| 36 | V V VISA INC | $5.7M | 16.7K | 0.57% | — |
| 37 | C CL COLGATE PALMOLIVE CO | $5.7M | 62.4K | 0.57% | — |
| 38 | E ETR ENTERGY CORP NEW | $5.7M | 49.7K | 0.57% | — |
| 39 | U UNLYF UNILEVER PLC | $5.6M | 92.8K | 0.56% | — |
| 40 | R RTX RTX CORPORATION | $5.5M | 29.2K | 0.55% | — |
| 41 | A AAPL APPLE INC | $5.4M | 18.8K | 0.54% | — |
| 42 | G GS-PD GOLDMAN SACHS GROUP INC | $5.4M | 5.4K | 0.54% | — |
| 43 | T TRV TRAVELERS COMPANIES INC | $5.3M | 16.0K | 0.53% | — |
| 44 | D DE DEERE & CO | $5.2M | 8.3K | 0.52% | — |
| 45 | K KO COCA COLA CO | $5.2M | 64.0K | 0.52% | — |
| 46 | G GWW WW GRAINGER INC | $5.2M | 3.8K | 0.52% | — |
| 47 | H HR HEALTHCARE RLTY TR | $5.1M | 254.2K | 0.51% | — |
| 48 | P PLDGP PROLOGIS INC. | $5.1M | 37.8K | 0.51% | — |
| 49 | D DRI DARDEN RESTAURANTS INC | $5.1M | 24.5K | 0.51% | — |
| 50 | J JPM-PM JPMORGAN CHASE & CO | $5M | 15.3K | 0.50% | — |