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CIK: 0001807328
Total reported value
$1.0B
$1.0B
148 檔
15.7%
According to the latest 13F quarterly dataset, Liberty One Investment Management, LLC managed an equity portfolio of $1.0B at the end of Q4 2024, spanning 148 distinct U.S. exchange-listed positions.
Liberty One Investment Management, LLC executed strategic sector rebalancing during Q4 2024, establishing 6 new positions while fully exiting 39 holdings and trimming 48 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CAH | Cardinal Health Inc | Stock-Healthcare | 3.53% | -0.25% | -0.89% | |
| 2 | LNT | Alliant Energy CORP | Stock-Utilities | 3.45% | -0.08% | -0.30% | |
| 3 | CLX | Clorox Company | Stock-Consumer Staples | 3.45% | — | -0.46% | |
| 4 | DUK | Duke Energy CORP | Stock-Utilities | 3.28% | -0.21% | +0.46% | |
| 5 | SO | Southern Co/the | Stock-Utilities | 3.28% | -0.07% | -0.19% | |
| 6 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 3.28% | -0.29% | +0.94% | |
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.20% | +0.26% | +1.50% | |
| 8 | LMT | Lockheed Martin CORP | Stock-Industrials | 3.15% | — | +0.02% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.13% | +0.63% | -0.13% | |
| 10 | KO | Coca-cola Co/the | Stock-Consumer Staples | 3.09% | +0.03% | +2.95% | |
| 11 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 3.02% | — | +2.67% | |
| 12 | HRL | Hormel Foods CORP | Stock-Consumer Staples | 2.93% | — | +3.12% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.92% | -0.62% | +3.24% | |
| 14 | PFE | Pfizer Inc | Stock-Healthcare | 2.86% | — | +4.14% | |
| 15 | RSG | Republic Services Inc | Stock-Industrials | 2.83% | +0.15% | -1.83% | |
| 16 | WM | Waste Management Inc | Stock-Industrials | 2.72% | -0.01% | -0.73% | |
| 17 | SYY | Sysco CORP | Stock-Consumer Staples | 2.70% | -1.57% | EXIT | |
| 18 | LW | Lamb Weston Holdings Inc | Stock-Consumer Staples | 2.54% | -1.73% | EXIT | |
| 19 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 2.51% | — | +1.85% | |
| 20 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.37% | — | +2.75% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 2.34% | +0.41% | +3.38% | |
| 22 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 2.32% | +0.12% | +3.45% | |
| 23 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 2.07% | -0.47% | -0.10% | |
| 24 | DOX | Amdocs Limited | Stock-Tech | 1.95% | — | +2.55% | |
| 25 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.94% | -0.14% | -7.25% | |
| 26 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.86% | -0.09% | -4.67% | |
| 27 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.85% | -0.16% | -0.58% | |
| 28 | NWE | Northwestern Energy Group In | Stock-Utilities | 0.79% | — | -2.73% | |
| 29 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.77% | -0.20% | -2.54% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.76% | +0.11% | +1.02% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.70% | +0.12% | +2.41% | |
| 32 | XLV | Ss Health Care Select Sector | ETF-Other | 0.69% | -0.20% | -0.85% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.63% | -0.08% | +1.43% | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.63% | +0.08% | +5.17% | |
| 35 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.63% | — | -3.61% | |
| 36 | RTX | Rtx CORP | Stock-Industrials | 0.61% | -0.05% | +7.15% | |
| 37 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.61% | +0.03% | +2.36% | |
| 38 | BLK | Blackrock Inc | Stock-Financials | 0.58% | +0.05% | — | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | +0.08% | +3.27% | |
| 40 | AFL | Aflac Inc | Stock-Financials | 0.55% | +0.06% | +4.16% | |
| 41 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.54% | +0.10% | +5.56% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | +0.01% | +2.81% | |
| 43 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.54% | -0.05% | +5.37% | |
| 44 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.53% | — | -3.17% | |
| 45 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.53% | +0.09% | +4.27% | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.52% | +0.04% | +3.75% | |
| 47 | BCE | Bce Inc | Stock-Comm Services | 0.51% | — | +3.43% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | +0.12% | +5.50% | |
| 49 | HON | Honeywell International Inc | Stock-Industrials | 0.50% | -0.57% | EXIT | |
| 50 | DE | Deere & Co | Stock-Industrials | 0.50% | +0.07% | +6.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LW | Lamb Weston Holdings Inc | +2.3% | +697.42% | Add |
| 2 | BLK | Blackrock Inc | +0.6% | NEW | New buy |
| 3 | CAH | Cardinal Health Inc | +0.4% | -0.89% | Trim |
| 4 | AVGO | Broadcom Inc | +0.2% | +1.02% | Add |
| 5 | HRL | Hormel Foods CORP | +0.2% | +3.12% | Add |
| 6 | CASY | Casey's General Stores Inc | +0.2% | -0.10% | Trim |
| 7 | CLX | Clorox Company | +0.2% | -0.46% | Trim |
| 8 | MSFT | Microsoft CORP | +0.2% | +3.38% | Add |
| 9 | AMZN | Amazon.com Inc | +0.2% | +2.41% | Add |
| 10 | GS | Goldman Sachs Group Inc | +0.1% | +2.36% | Add |
| 11 | PG | Procter & Gamble Co/the | +0.1% | +1.50% | Add |
| 12 | SYY | Sysco CORP | +0.1% | +1.25% | Add |
| 13 | RSG | Republic Services Inc | +0.1% | -1.83% | Trim |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +3.27% | Add |
| 15 | WMT | Walmart Inc | +0.1% | +1.43% | Add |
| 16 | AAPL | Apple Inc | +0.1% | +5.17% | Add |
| 17 | DOX | Amdocs Limited | +0.1% | +2.55% | Add |
| 18 | LNT | Alliant Energy CORP | +0.1% | -0.30% | Trim |
| 19 | HON | Honeywell International Inc | +0.1% | +7.03% | Add |
| 20 | HUM | Humana Inc | +0.1% | NEW | New buy |
| 21 | SSBUSD | Southstate Bank CORP | +0.1% | NEW | New buy |
| 22 | CDNS | Cadence Design Sys Inc | +0.1% | NEW | New buy |
| 23 | BANF | Bancfirst CORP | +0.1% | NEW | New buy |
| 24 | TJX | Tjx Companies Inc | +0.1% | +5.37% | Add |
| 25 | DE | Deere & Co | +0.1% | +6.86% | Add |
| 26 | GILD | Gilead Sciences Inc | +0.1% | -7.25% | Trim |
| 27 | MCD | Mcdonald's CORP | +0.1% | +0.94% | Add |
| 28 | WM | Waste Management Inc | +0.1% | -0.73% | Trim |
| 29 | SG | Sweetgreen Inc - Class A | +0.1% | NEW | New buy |
| 30 | LULU | Lululemon Athletica Inc | +0.1% | +24.43% | Add |
| 31 | TRV | Travelers Cos Inc/the | +0.1% | +4.27% | Add |
| 32 | INTU | Intuit Inc | +0.1% | +6.48% | Add |
| 33 | COST | Costco Wholesale CORP | +0.1% | +2.81% | Add |
| 34 | CVX | Chevron CORP | +0.1% | +8.95% | Add |
| 35 | PFE | Pfizer Inc | 0% | +4.14% | Add |
| 36 | TSN | Tyson Foods Inc-cl A | 0% | +7.06% | Add |
| 37 | RTX | Rtx CORP | 0% | +7.15% | Add |
| 38 | SPHQ | Invesco S&p 500 Quality ETF | 0% | -0.58% | Trim |
| 39 | CRWD | Crowdstrike Holdings Inc - A | 0% | +3.29% | Add |
| 40 | PLTR | Palantir Technologies Inc-a | 0% | -2.48% | Trim |
| 41 | IUSG | Ishares Core S&p U.s. Growth | 0% | +11.18% | Add |
| 42 | ELF | Elf Beauty Inc | 0% | +26.20% | Add |
| 43 | QQQ | Invesco Qqq Trust Series 1 | 0% | +11.78% | Add |
| 44 | GSLC | Goldman Activebeta US Lc ETF | 0% | +12.06% | Add |
| 45 | IUSV | Ishares Core S&p U.s. Value | 0% | +13.61% | Add |
| 46 | HD | Home Depot Inc | 0% | +5.50% | Add |
| 47 | TWLO | Twilio Inc - A | 0% | -19.69% | Trim |
| 48 | AFL | Aflac Inc | 0% | +4.16% | Add |
| 49 | SPGP | Invesco S&p 500 Garp ETF | 0% | -2.54% | Trim |
| 50 | GOOG | Alphabet Inc-cl C | 0% | -2.61% | Trim |
According to official SEC Form 13F filings, Liberty One Investment Management, LLC reported a total U.S. public equity portfolio value of $1.0B across 148 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CAH, LNT, CLX) accounted for 15.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $5.4M
Top Position Liquidated / Trimmed
SPTL
前期市值: $38.4M
During Q4 2024, Liberty One Investment Management, LLC's top holdings by market value included CAH (3.5%)、LNT (3.5%)、CLX (3.5%). The largest single position, CAH, represented 3.5% of total portfolio value.
In Q4 2024, Liberty One Investment Management, LLC made 187 total portfolio adjustments, initiating 6 new buys, adding to 94 positions, trimming 48 holdings, and fully liquidating 39 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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