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CIK: 0001807328
Total reported value
$1.0B
$1.0B
145 檔
16.6%
During the Q2 2025 filing period, Liberty One Investment Management, LLC (CIK: 0001807328) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.0B across 145 reported positions.
Liberty One Investment Management, LLC executed strategic sector rebalancing during Q2 2025, establishing 1 new positions while fully exiting 2 holdings and trimming 73 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CAH | Cardinal Health Inc | Stock-Healthcare | 3.66% | -0.25% | -18.36% | |
| 2 | KR | Kroger Co | Stock-Consumer Staples | 3.36% | -0.67% | +1.43% | |
| 3 | SO | Southern Co/the | Stock-Utilities | 3.27% | -0.07% | -3.88% | |
| 4 | KO | Coca-cola Co/the | Stock-Consumer Staples | 3.24% | +0.03% | -2.68% | |
| 5 | DUK | Duke Energy CORP | Stock-Utilities | 3.23% | -0.21% | -3.10% | |
| 6 | LNT | Alliant Energy CORP | Stock-Utilities | 3.14% | -0.08% | -4.69% | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.08% | -0.62% | +2.52% | |
| 8 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 3.06% | -0.29% | -2.29% | |
| 9 | LMT | Lockheed Martin CORP | Stock-Industrials | 3.04% | — | +3.81% | |
| 10 | PFE | Pfizer Inc | Stock-Healthcare | 3.00% | — | +11.25% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.00% | +0.26% | +4.13% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.95% | +0.63% | +4.71% | |
| 13 | T | At&t Inc | Stock-Comm Services | 2.82% | -0.70% | -3.83% | |
| 14 | CLX | Clorox Company | Stock-Consumer Staples | 2.73% | — | +11.47% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 2.72% | +0.41% | -0.10% | |
| 16 | LW | Lamb Weston Holdings Inc | Stock-Consumer Staples | 2.71% | -1.73% | EXIT | |
| 17 | RSG | Republic Services Inc | Stock-Industrials | 2.70% | +0.15% | -11.34% | |
| 18 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 2.68% | +0.12% | +1.75% | |
| 19 | SYY | Sysco CORP | Stock-Consumer Staples | 2.65% | -1.57% | EXIT | |
| 20 | WM | Waste Management Inc | Stock-Industrials | 2.64% | -0.01% | -4.57% | |
| 21 | KDP | Keurig Dr Pepper Inc | Stock-Consumer Staples | 2.61% | — | +3.53% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.59% | +1.29% | +46.03% | |
| 23 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 2.17% | -0.47% | -13.92% | |
| 24 | DOX | Amdocs Limited | Stock-Tech | 1.91% | — | -5.27% | |
| 25 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.78% | -0.16% | -6.78% | |
| 26 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.77% | -0.14% | -12.73% | |
| 27 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.76% | -0.09% | -3.05% | |
| 28 | ETR | Entergy CORP | Stock-Utilities | 0.75% | -0.11% | +0.04% | |
| 29 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.74% | -0.20% | +1.37% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-Other | 0.67% | -0.20% | +7.79% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.66% | — | +9.98% | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.66% | +0.03% | -11.08% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.65% | +0.11% | -20.14% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.64% | +0.12% | -3.12% | |
| 35 | RTX | Rtx CORP | Stock-Industrials | 0.64% | -0.05% | -10.76% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | +0.08% | -11.09% | |
| 37 | INTU | Intuit Inc | Stock-Tech | 0.58% | +0.05% | -5.68% | |
| 38 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.57% | — | +0.48% | |
| 39 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.56% | +0.10% | +1.92% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.56% | +0.04% | +0.95% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.55% | -0.08% | -11.94% | |
| 42 | BLK | Blackrock Inc | Stock-Financials | 0.55% | +0.05% | -4.59% | |
| 43 | TXN | Texas Instruments Inc | Stock-Tech | 0.55% | +0.20% | +3.56% | |
| 44 | DE | Deere & Co | Stock-Industrials | 0.54% | +0.07% | -7.10% | |
| 45 | AAPL | Apple Inc | Stock-Tech | 0.54% | +0.08% | +6.21% | |
| 46 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.54% | +0.09% | -6.76% | |
| 47 | HON | Honeywell International Inc | Stock-Industrials | 0.53% | -0.57% | EXIT | |
| 48 | AFL | Aflac Inc | Stock-Financials | 0.52% | +0.06% | -3.13% | |
| 49 | O | Realty Income CORP | Stock-Real Estate | 0.52% | +0.03% | +3.77% | |
| 50 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.52% | -0.05% | -3.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.7% | -0.10% | Trim |
| 2 | LW | Lamb Weston Holdings Inc | +0.5% | +25.52% | Add |
| 3 | KR | Kroger Co | +0.2% | +1.43% | Add |
| 4 | LMT | Lockheed Martin CORP | +0.2% | +3.81% | Add |
| 5 | PFE | Pfizer Inc | +0.2% | +11.25% | Add |
| 6 | AVGO | Broadcom Inc | +0.2% | -20.14% | Trim |
| 7 | INTU | Intuit Inc | +0.1% | -5.68% | Trim |
| 8 | SYY | Sysco CORP | +0.1% | +2.55% | Add |
| 9 | TXN | Texas Instruments Inc | +0.1% | +3.56% | Add |
| 10 | CAT | Caterpillar Inc | +0.1% | +0.95% | Add |
| 11 | GS | Goldman Sachs Group Inc | +0.1% | -11.08% | Trim |
| 12 | SPGP | Invesco S&p 500 Garp ETF | +0.1% | +1.37% | Add |
| 13 | AMZN | Amazon.com Inc | +0.1% | -3.12% | Trim |
| 14 | HON | Honeywell International Inc | +0.1% | +2.61% | Add |
| 15 | ELF | Elf Beauty Inc | +0.1% | +13.43% | Add |
| 16 | MRK | Merck & Co. Inc. | +0.1% | +27.93% | Add |
| 17 | AMD | Advanced Micro Devices | +0.1% | +12.28% | Add |
| 18 | XMHQ | Invesco S&p Midcap Qual ETF | 0% | +0.48% | Add |
| 19 | HSY | Hershey Co/the | 0% | +12.34% | Add |
| 20 | CRWD | Crowdstrike Holdings Inc - A | 0% | -12.01% | Trim |
| 21 | AVUV | Avantis US Small Cap Value | 0% | +3.63% | Add |
| 22 | ELV | Elevance Health Inc | 0% | +20.01% | Add |
| 23 | BLK | Blackrock Inc | 0% | -4.59% | Trim |
| 24 | MDLZ | Mondelez International Inc-a | 0% | +1.75% | Add |
| 25 | JPM | Jpmorgan Chase & Co | 0% | -11.09% | Trim |
| 26 | CASY | Casey's General Stores Inc | 0% | -13.92% | Trim |
| 27 | RWJ | Invesco S&p Smallcap 600 | 0% | +5.21% | Add |
| 28 | NBIS | Nebius Group N.V. | 0% | NEW | New buy |
| 29 | IUSG | Ishares Core S&p U.s. Growth | 0% | -2.46% | Trim |
| 30 | TDV | Proshares S&p Tech Dvd Arist | 0% | -3.72% | Trim |
| 31 | KTOS | Kratos Defense & Security | 0% | -19.78% | Trim |
| 32 | EXR | Extra Space Storage Inc | 0% | +4.98% | Add |
| 33 | HD | Home Depot Inc | 0% | +3.95% | Add |
| 34 | QQQ | Invesco Qqq Trust Series 1 | 0% | -4.67% | Trim |
| 35 | NUE | Nucor CORP | 0% | +35.54% | Add |
| 36 | GSLC | Goldman Activebeta US Lc ETF | 0% | +0.78% | Add |
| 37 | CEG | Constellation Energy | 0% | -0.09% | Trim |
| 38 | VRT | Vertiv Holdings Co-a | 0% | +7.28% | Add |
| 39 | MOAT | Vaneck Morningstar Wide Moat | 0% | +0.07% | Add |
| 40 | O | Realty Income CORP | 0% | +3.77% | Add |
| 41 | NOW | Servicenow Inc | 0% | +13.17% | Add |
| 42 | PLD | Prologis Inc | 0% | +8.88% | Add |
| 43 | AXON | Axon Enterprise Inc | 0% | -8.87% | Trim |
| 44 | DKNG | Draftkings Inc-cl A | 0% | +32.96% | Add |
| 45 | MELI | Mercadolibre Inc | 0% | -13.81% | Trim |
| 46 | SNPS | Synopsys Inc | 0% | +40.65% | Add |
| 47 | GOOG | Alphabet Inc-cl C | 0% | -3.92% | Trim |
| 48 | CAVA | Cava Group Inc | 0% | +14.70% | Add |
| 49 | CDNS | Cadence Design Sys Inc | 0% | -7.23% | Trim |
| 50 | NEE | Nextera Energy Inc | 0% | +3.47% | Add |
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 145 disclosed positions in Q2 2025.
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, KR, SO) accounted for 16.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
NBIS
市值: $242.9K
Top Position Liquidated / Trimmed
HUM
前期市值: $861.2K
During Q2 2025, Liberty One Investment Management, LLC's top holdings by market value included CAH (3.7%)、KR (3.4%)、SO (3.3%). The largest single position, CAH, represented 3.7% of total portfolio value.
In Q2 2025, Liberty One Investment Management, LLC made 147 total portfolio adjustments, initiating 1 new buys, adding to 71 positions, trimming 73 holdings, and fully liquidating 2 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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