Liberty One Investment Management, LLC holds a diversified book of 154 stocks worth $1.0B as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Two RDS Shared TR and trimmed Cardinal Health Inc. Their largest long position is Eli Lilly & Co at 4% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
91% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Liberty One Investment Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 78 / 80 | $10.1B |
| MML INVESTORS SERVICES, LLC | 77 / 80 | $6.2B |
| Global Retirement Partners, LLC | 77 / 80 | $949.9M |
| IFP Advisors, Inc | 77 / 80 | $781.1M |
| ENVESTNET ASSET MANAGEMENT INC | 76 / 80 | $45.7B |
| NewEdge Advisors, LLC | 76 / 80 | $7.0B |
| Steward Partners Investment Advisory, LLC | 76 / 80 | $4.4B |
| MORGAN STANLEY | 75 / 80 | $417.0B |
Ranked by how many of Liberty One Investment Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Eli Lilly & Co COM | $36.3M | 30.3K | 3.6% | ▲+17% Added · +4K sh | |
| 2 | Unitedhealth Group Inc COM | $36.3M | 87.3K | 3.6% | ▲+24% Added · +17K sh | |
| 3 | Cardinal Health Inc COM | $33.8M | 142.3K | 3.4% | ▼−7.5% Reduced · −12K sh | |
| 4 | Johnson & Johnson COM | $33.1M | 130.5K | 3.3% | ▼−9.3% Reduced · −13K sh | |
| 5 | Coca Cola Co COM | $31.4M | 385.9K | 3.1% | ▲+9.4% Added · +33K sh | |
| 6 | Alliant Energy Corp COM | $31.2M | 409.2K | 3.1% | ▲+6.5% Added · +25K sh | |
| 7 | Southern Co COM | $29.6M | 309.2K | 3.0% | ▲+15% Added · +41K sh | |
| 8 | Duke Energy Corp New COM NEW | $29.2M | 230.8K | 2.9% | ▲+13% Added · +26K sh | |
| 9 | Microsoft Corp COM | $28.4M | 76.2K | 2.8% | ▲+64% Added · +30K sh | |
| 10 | Procter & Gamble Co COM | $28.4M | 193.4K | 2.8% | ▲+29% Added · +43K sh | |
| 11 | McDonalds Corp COM | $26.1M | 96.7K | 2.6% | ▲+21% Added · +17K sh | |
| 12 | Chubb Limited COM | $24.7M | 72.6K | 2.5% | ▲+1.7% Added · +1K sh | |
| 13 | Northrop Grumman Corp COM | $24.1M | 47.3K | 2.4% | ▲+16% Added · +7K sh | |
| 14 | Kroger Co COM | $24.0M | 431.7K | 2.4% | ▲+20% Added · +72K sh | |
| 15 | Waste Mgmt Inc Del COM | $23.8M | 106.7K | 2.4% | ▲+19% Added · +17K sh | |
| 16 | AT&T Inc COM | $23.5M | 1.14M | 2.4% | ▲+28% Added · +246K sh | |
| 17 | Republic Svcs Inc COM | $22.7M | 106.4K | 2.3% | ▲+26% Added · +22K sh | |
| 18 | Motorola Solutions Inc COM NEW | $22.2M | 53.5K | 2.2% | ▲+25% Added · +11K sh | |
| 19 | McKesson Corp COM | $21.6M | 28.6K | 2.2% | ▲+8.9% Added · +2K sh | |
| 20 | Caseys Gen Stores Inc COM | $19.8M | 24.9K | 2.0% | ▼−18% Reduced · −6K sh | |
| 21 | Two RDS Shared TR LIBE ON SPEC ETF | $17.3M | 637.8K | 1.7% | ▲New New position | |
| 22 | Mondelez Intl Inc CL A | $16.7M | 289.6K | 1.7% | ▼−7.7% Reduced · −24K sh | |
| 23 | American WTR WKS Co Inc New COM | $16.5M | 125.2K | 1.6% | ▲New New position | |
| 24 | Rentokil Initial PLC SPONSORED ADR | $16.1M | 562.4K | 1.6% | ▼−3.2% Reduced · −19K sh | |
| 25 | American Tower Corp COM | $15.8M | 96.5K | 1.6% | ▲New New position | |
| 26 | Alphabet Inc CAP STK CL C | $14.2M | 40.1K | 1.4% | ▲+108% Added · +21K sh | |
| 27 | Broadcom Inc COM | $13.0M | 34.3K | 1.3% | ▲+123% Added · +19K sh | |
| 28 | Two RDS Shared TR LIBE ON DIVI ETF | $11.0M | 412.3K | 1.1% | ▲New New position | |
| 29 | Caterpillar Inc COM | $8.7M | 8.2K | 0.9% | ▼−14% Reduced · −1K sh | |
| 30 | Amazon Com Inc COM | $7.7M | 32.4K | 0.8% | ▲+48% Added · +10K sh | |
| 31 | Texas Instrs Inc COM | $7.6M | 25.6K | 0.8% | ▲+23% Added · +5K sh | |
| 32 | Apple Inc COM | $7.4M | 25.7K | 0.7% | ▲+41% Added · +7K sh | |
| 33 | Colgate Palmolive Co COM | $7.0M | 76.6K | 0.7% | ▲+49% Added · +25K sh | |
| 34 | RTX Corporation COM | $6.9M | 36.4K | 0.7% | ▲+21% Added · +6K sh | |
| 35 | Goldman Sachs Group Inc COM | $6.9M | 6.8K | 0.7% | ▲+18% Added · +1K sh | |
| 36 | Entergy Corp New COM | $6.8M | 59.2K | 0.7% | ▼−6.3% Reduced · −4K sh | |
| 37 | Deere & Co COM | $6.8M | 10.6K | 0.7% | ▲+32% Added · +3K sh | |
| 38 | Unilever PLC SPON ADR NEW | $6.6M | 110.4K | 0.7% | ▲+57% Added · +40K sh | |
| 39 | Travelers Companies Inc COM | $6.6M | 20.1K | 0.7% | ▲+37% Added · +5K sh | |
| 40 | Visa Inc COM CL A | $6.6M | 19.2K | 0.7% | ▲12× Added · +18K sh | |
| 41 | Prologis Inc. COM | $6.5M | 47.7K | 0.6% | ▲+39% Added · +13K sh | |
| 42 | Healthcare Rlty TR CL A COM | $6.4M | 317.8K | 0.6% | ▲+34% Added · +81K sh | |
| 43 | First Indl Rlty TR Inc COM | $6.2M | 101.4K | 0.6% | ▲+35% Added · +26K sh | |
| 44 | WW Grainger Inc COM | $6.2M | 4.6K | 0.6% | ▲New New position | |
| 45 | JPMorgan Chase & Co COM | $6.2M | 18.9K | 0.6% | ▲+35% Added · +5K sh | |
| 46 | NextEra Energy Inc COM | $6.1M | 69.4K | 0.6% | ▲+34% Added · +17K sh | |
| 47 | Aflac Inc COM | $6.1M | 51.9K | 0.6% | ▲+41% Added · +15K sh | |
| 48 | Extra Space Storage Inc COM | $6.0M | 41.5K | 0.6% | ▲+57% Added · +15K sh | |
| 49 | Realty Income Corp COM | $6.0M | 97.0K | 0.6% | ▲+40% Added · +28K sh | |
| 50 | Darden Restaurants Inc COM | $6.0M | 28.9K | 0.6% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1807328/holdings"
Use Arkolith to show LIBERTY ONE INVESTMENT MANAGEMENT, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 219 | $1.0B | 13F-HR |
| Q1 2026 | Feb 13, 2026 | Feb 13, 2026 | 207 | $782.7M | 13F-HR |
| Q4 2025 | Oct 27, 2025 | Oct 27, 2025 | 143 | $1.8B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.