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CIK: 0001807328
Total reported value
$1.0B
$1.0B
146 檔
17.2%
As reported in its official Q1 2025 Form 13F filing, Liberty One Investment Management, LLC's tracked investment portfolio stood at $1.0B with 146 total positions.
In Q1 2025, Liberty One Investment Management, LLC displayed an active expansion posture, initiating 146 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CAH | Cardinal Health Inc | Stock-Healthcare | 3.67% | -0.25% | -4.39% | |
| 2 | LNT | Alliant Energy CORP | Stock-Utilities | 3.51% | -0.08% | +0.10% | |
| 3 | DUK | Duke Energy CORP | Stock-Utilities | 3.45% | -0.21% | -0.49% | |
| 4 | SO | Southern Co/the | Stock-Utilities | 3.41% | -0.07% | -0.25% | |
| 5 | KO | Coca-cola Co/the | Stock-Consumer Staples | 3.37% | +0.03% | +1.45% | |
| 6 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 3.35% | -0.29% | +1.47% | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.26% | -0.62% | +4.40% | |
| 8 | KR | Kroger Co | Stock-Consumer Staples | 3.13% | -0.67% | — | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.09% | +0.26% | +1.57% | |
| 10 | CLX | Clorox Company | Stock-Consumer Staples | 3.01% | — | +2.91% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.99% | +0.63% | -4.46% | |
| 12 | RSG | Republic Services Inc | Stock-Industrials | 2.99% | +0.15% | -6.02% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.98% | +1.29% | +580.83% | |
| 14 | T | At&t Inc | Stock-Comm Services | 2.87% | -0.70% | — | |
| 15 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.83% | — | +4.51% | |
| 16 | PFE | Pfizer Inc | Stock-Healthcare | 2.82% | — | +10.87% | |
| 17 | WM | Waste Management Inc | Stock-Industrials | 2.80% | -0.01% | -3.70% | |
| 18 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 2.65% | +0.12% | +7.83% | |
| 19 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 2.61% | — | +4.61% | |
| 20 | SYY | Sysco CORP | Stock-Consumer Staples | 2.56% | -1.57% | EXIT | |
| 21 | LW | Lamb Weston Holdings Inc | Stock-Consumer Staples | 2.22% | -1.73% | EXIT | |
| 22 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 2.14% | -0.47% | +0.87% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 2.06% | +0.41% | +5.81% | |
| 24 | DOX | Amdocs Limited | Stock-Tech | 2.02% | — | +3.17% | |
| 25 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.90% | -0.14% | -15.97% | |
| 26 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.82% | -0.09% | -9.64% | |
| 27 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.78% | -0.16% | -0.46% | |
| 28 | ETR | Entergy CORP | Stock-Utilities | 0.77% | -0.11% | +2953.91% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.68% | — | -68.70% | |
| 30 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.67% | -0.20% | -2.07% | |
| 31 | XLV | Ss Health Care Select Sector | ETF-Other | 0.67% | -0.20% | -1.95% | |
| 32 | RTX | Rtx CORP | Stock-Industrials | 0.65% | -0.05% | -1.04% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.58% | +0.12% | +1.24% | |
| 34 | AFL | Aflac Inc | Stock-Financials | 0.57% | +0.06% | +3.88% | |
| 35 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.57% | +0.03% | +5.19% | |
| 36 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.57% | +0.09% | +4.77% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.57% | -0.08% | -0.57% | |
| 38 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.56% | +0.10% | +7.73% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.56% | +0.08% | +0.59% | |
| 40 | AAPL | Apple Inc | Stock-Tech | 0.55% | +0.08% | +5.73% | |
| 41 | DE | Deere & Co | Stock-Industrials | 0.54% | +0.07% | +5.30% | |
| 42 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 0.53% | -0.04% | +9.95% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | +0.01% | +1.27% | |
| 44 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.53% | -0.05% | +4.18% | |
| 45 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.53% | — | -3.09% | |
| 46 | BLK | Blackrock Inc | Stock-Financials | 0.52% | +0.05% | +4.03% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.52% | -0.15% | +10.46% | |
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.51% | — | +8.50% | |
| 49 | O | Realty Income CORP | Stock-Real Estate | 0.51% | +0.03% | +11.20% | |
| 50 | MDT | Medtronic plc | Stock-Healthcare | 0.50% | — | +8.63% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CAH | Cardinal Health Inc | — | NEW | New buy |
| 2 | LNT | Alliant Energy CORP | — | NEW | New buy |
| 3 | DUK | Duke Energy CORP | — | NEW | New buy |
| 4 | SO | Southern Co/the | — | NEW | New buy |
| 5 | KO | Coca-cola Co/the | — | NEW | New buy |
| 6 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 7 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 8 | KR | Kroger Co | — | NEW | New buy |
| 9 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 10 | CLX | Clorox Company | — | NEW | New buy |
| 11 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 12 | RSG | Republic Services Inc | — | NEW | New buy |
| 13 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 14 | T | At&t Inc | — | NEW | New buy |
| 15 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 16 | PFE | Pfizer Inc | — | NEW | New buy |
| 17 | WM | Waste Management Inc | — | NEW | New buy |
| 18 | MDLZ | Mondelez International Inc-a | — | NEW | New buy |
| 19 | KDP | Keurig Dr Pepper Inc | — | NEW | New buy |
| 20 | SYY | Sysco CORP | — | NEW | New buy |
| 21 | LW | Lamb Weston Holdings Inc | — | NEW | New buy |
| 22 | CASY | Casey's General Stores Inc | — | NEW | New buy |
| 23 | MSFT | Microsoft CORP | — | NEW | New buy |
| 24 | DOX | Amdocs Limited | — | NEW | New buy |
| 25 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 26 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 27 | SPHQ | Invesco S&p 500 Quality ETF | — | NEW | New buy |
| 28 | ETR | Entergy CORP | — | NEW | New buy |
| 29 | PEP | Pepsico Inc | — | NEW | New buy |
| 30 | SPGP | Invesco S&p 500 Garp ETF | — | NEW | New buy |
| 31 | XLV | Ss Health Care Select Sector | — | NEW | New buy |
| 32 | RTX | Rtx CORP | — | NEW | New buy |
| 33 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 34 | AFL | Aflac Inc | — | NEW | New buy |
| 35 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 36 | TRV | Travelers Cos Inc/the | — | NEW | New buy |
| 37 | WMT | Walmart Inc | — | NEW | New buy |
| 38 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 39 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 40 | AAPL | Apple Inc | — | NEW | New buy |
| 41 | DE | Deere & Co | — | NEW | New buy |
| 42 | TSN | Tyson Foods Inc-cl A | — | NEW | New buy |
| 43 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 44 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 45 | XMHQ | Invesco S&p Midcap Qual ETF | — | NEW | New buy |
| 46 | BLK | Blackrock Inc | — | NEW | New buy |
| 47 | CVX | Chevron CORP | — | NEW | New buy |
| 48 | AMGN | Amgen Inc | — | NEW | New buy |
| 49 | O | Realty Income CORP | — | NEW | New buy |
| 50 | MDT | Medtronic plc | — | NEW | New buy |
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 146 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including CAH, LNT, DUK) accounted for 17.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
CAH
市值: $36.3M
During Q1 2025, Liberty One Investment Management, LLC's top holdings by market value included CAH (3.7%)、LNT (3.5%)、DUK (3.5%). The largest single position, CAH, represented 3.7% of total portfolio value.
In Q1 2025, Liberty One Investment Management, LLC made 146 total portfolio adjustments, initiating 146 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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