account_balance
Investment manager · 13F filer · SEC CIK 1807328
Liberty One Investment Management, LLC
Reported value$307Mas of Sep 30, 2026
Positions139 3 new, 18 sold out
Top 10 weight27.7%MSFT alone is 4%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
3.6%Trimmed −72%
LLYELI Lilly & Co
3.2%Trimmed −72%
CAHCardinal Health Inc
3.1%Trimmed −70%
JNJJohnson & Johnson
3.0%Trimmed −74%
KOCoca-Cola Co
2.8%Trimmed −74%
UNHUnitedHealth Group Inc
2.7%Trimmed −74%
PGProcter & Gamble Co
2.4%Trimmed −74%
MSIMotorola Solutions, Inc.
2.4%Trimmed −70%
DUKDuke Energy CORP
2.3%Trimmed −73%
SOSouthern Co
2.3%Trimmed −73%
NOCNorthrop Grumman Corp
2.1%Trimmed −72%
MCKMcKesson Corp
2.1%
MSFTMicrosoft Corp
3.6%−72%
LLYELI Lilly & Co
3.2%
CAHCardinal Health Inc
3.1%
JNJJohnson & Johnson
3.0%−74%
KOCoca-Cola Co
2.8%−74%
UNHUnitedHealth Group Inc
2.7%−74%
PGProcter & Gamble Co
2.4%
MSIMotorola Solutions, Inc.
2.4%
DUKDuke Energy CORP
2.3%
SOSouthern Co
2.3%
NOCNorthrop Grumman Corp
2.1%
MCKMcKesson Corp
2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 3.6% Trimmed −72%LLY ELI Lilly & Co 3.2% Trimmed −72%CAH Cardinal Health Inc 3.1% Trimmed −70%JNJ Johnson & Johnson 3.0% Trimmed −74%KO Coca-Cola Co 2.8% Trimmed −74%UNH UnitedHealth Group Inc 2.7% Trimmed −74%PG Procter & Gamble Co 2.4% Trimmed −74%MSI Motorola Solutions, Inc. 2.4% Trimmed −70%DUK Duke Energy CORP 2.3% Trimmed −73%SO Southern Co 2.3% Trimmed −73%NOC Northrop Grumman Corp 2.1% Trimmed −72%MCK McKesson Corp 2.1% Trimmed −74%
What changed
Biggest moves since Jun 30, 2026
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