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CIK: 0001807328
Total reported value
$1.0B
$1.0B
143 檔
33.2%
According to the latest 13F quarterly dataset, Liberty One Investment Management, LLC managed an equity portfolio of $1.0B at the end of Q3 2025, spanning 143 distinct U.S. exchange-listed positions.
In Q3 2025, Liberty One Investment Management, LLC displayed an active expansion posture, initiating 11 new positions and adding to 105 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.83% | -0.62% | +83.90% | |
| 2 | CAH | Cardinal Health Inc | Stock-Healthcare | 3.82% | -0.25% | +101.26% | |
| 3 | LNT | Alliant Energy CORP | Stock-Utilities | 3.73% | -0.08% | +91.66% | |
| 4 | SO | Southern Co/the | Stock-Utilities | 3.66% | -0.07% | +94.64% | |
| 5 | DUK | Duke Energy CORP | Stock-Utilities | 3.63% | -0.21% | +92.76% | |
| 6 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 3.40% | -0.29% | +92.10% | |
| 7 | NOC | Northrop Grumman CORP | Stock-Industrials | 3.38% | -0.85% | — | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.29% | +0.63% | +104.75% | |
| 9 | KO | Coca-cola Co/the | Stock-Consumer Staples | 3.26% | +0.03% | +93.58% | |
| 10 | KR | Kroger Co | Stock-Consumer Staples | 3.25% | -0.67% | +85.00% | |
| 11 | SYY | Sysco CORP | Stock-Consumer Staples | 3.18% | -1.57% | EXIT | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.15% | +0.26% | +95.63% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 3.14% | +0.41% | +99.52% | |
| 14 | LW | Lamb Weston Holdings Inc | Stock-Consumer Staples | 3.14% | -1.73% | EXIT | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.12% | +1.29% | +95.62% | |
| 16 | T | At&t Inc | Stock-Comm Services | 3.04% | -0.70% | +98.99% | |
| 17 | RSG | Republic Services Inc | Stock-Industrials | 3.04% | +0.15% | +118.44% | |
| 18 | WM | Waste Management Inc | Stock-Industrials | 3.01% | -0.01% | +112.57% | |
| 19 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 2.88% | -0.47% | +115.94% | |
| 20 | CB | Chubb Limited | Stock-Financials | 2.88% | -0.13% | — | |
| 21 | MCK | Mckesson CORP | Stock-Healthcare | 2.85% | -0.45% | — | |
| 22 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 2.78% | +0.12% | +101.12% | |
| 23 | MSI | Motorola Solutions Inc | Stock-Tech | 2.73% | +0.08% | — | |
| 24 | RTO | Rentokil Initial Plc-sp Adr | Stock-Other | 2.25% | -0.42% | — | |
| 25 | ETR | Entergy CORP | Stock-Utilities | 0.75% | -0.11% | +61.22% | |
| 26 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.75% | -0.14% | +73.28% | |
| 27 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.73% | -0.09% | +70.02% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.63% | — | +60.93% | |
| 29 | ADC | Agree Realty CORP | Stock-Real Estate | 0.62% | -0.02% | — | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.55% | +0.11% | +26.41% | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 0.52% | -0.05% | +28.53% | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.52% | +0.03% | +26.89% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.49% | +0.04% | +29.35% | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.47% | +0.08% | +27.71% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | +0.08% | +30.66% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | +0.12% | +28.27% | |
| 37 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.44% | -0.05% | +31.55% | |
| 38 | BLK | Blackrock Inc | Stock-Financials | 0.44% | +0.05% | +29.30% | |
| 39 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.44% | -0.16% | -1.16% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.43% | -0.08% | +31.64% | |
| 41 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.42% | -0.20% | -2.53% | |
| 42 | HR | Healthcare Realty Trust Inc | Stock-Real Estate | 0.41% | +0.10% | +30.22% | |
| 43 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.41% | +0.09% | +32.33% | |
| 44 | AFL | Aflac Inc | Stock-Financials | 0.41% | +0.06% | +32.64% | |
| 45 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.40% | -0.08% | +32.36% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.40% | +0.12% | +30.67% | |
| 47 | PLD | Prologis Inc | Stock-Real Estate | 0.40% | +0.01% | +29.83% | |
| 48 | O | Realty Income CORP | Stock-Real Estate | 0.40% | +0.03% | +29.57% | |
| 49 | UL | Unilever PLC | Stock-Consumer Staples | 0.39% | — | +952.67% | |
| 50 | NEE | Nextera Energy Inc | Stock-Utilities | 0.38% | -0.04% | +31.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.1% | +99.52% | Add |
| 2 | LW | Lamb Weston Holdings Inc | +0.9% | +86.06% | Add |
| 3 | CASY | Casey's General Stores Inc | +0.7% | +115.94% | Add |
| 4 | SYY | Sysco CORP | +0.6% | +98.76% | Add |
| 5 | JNJ | Johnson & Johnson | +0.6% | +83.90% | Add |
| 6 | UL | Unilever PLC | +0.3% | +952.67% | Add |
| 7 | LLY | Eli Lilly & Co | +0.3% | +104.75% | Add |
| 8 | SO | Southern Co/the | +0.3% | +94.64% | Add |
| 9 | LNT | Alliant Energy CORP | +0.2% | +91.66% | Add |
| 10 | WM | Waste Management Inc | +0.2% | +112.57% | Add |
| 11 | DUK | Duke Energy CORP | +0.2% | +92.76% | Add |
| 12 | T | At&t Inc | +0.2% | +98.99% | Add |
| 13 | CAH | Cardinal Health Inc | +0.2% | +101.26% | Add |
| 14 | UNH | Unitedhealth Group Inc | +0.1% | +95.62% | Add |
| 15 | MDLZ | Mondelez International Inc-a | +0.1% | +101.12% | Add |
| 16 | KR | Kroger Co | +0.1% | +85.00% | Add |
| 17 | PG | Procter & Gamble Co/the | +0.1% | +95.63% | Add |
| 18 | AVGO | Broadcom Inc | +0.1% | +26.41% | Add |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +364.50% | Add |
| 20 | MCD | Mcdonald's CORP | +0.1% | +92.10% | Add |
| 21 | RSG | Republic Services Inc | +0.1% | +118.44% | Add |
| 22 | ELF | Elf Beauty Inc | 0% | +39.28% | Add |
| 23 | CAT | Caterpillar Inc | 0% | +29.35% | Add |
| 24 | GOOG | Alphabet Inc-cl C | 0% | +46.75% | Add |
| 25 | AMD | Advanced Micro Devices | 0% | +16.98% | Add |
| 26 | VRT | Vertiv Holdings Co-a | 0% | +51.78% | Add |
| 27 | SNOW | Snowflake Inc | 0% | +77.49% | Add |
| 28 | NET | Cloudflare Inc - Class A | 0% | +63.42% | Add |
| 29 | SNPS | Synopsys Inc | 0% | +43.67% | Add |
| 30 | KTOS | Kratos Defense & Security | — | -25.68% | Trim |
| 31 | NUE | Nucor CORP | — | +17.51% | Add |
| 32 | RBLX | Roblox CORP -class A | — | +51.22% | Trim |
| 33 | UAL | United Airlines Holdings Inc | — | +41.58% | Add |
| 34 | NTNX | Nutanix Inc - A | — | +77.31% | Add |
| 35 | POST | Post Holdings Inc | — | +70.00% | Add |
| 36 | DKNG | Draftkings Inc-cl A | — | +41.89% | Add |
| 37 | CWST | Casella Waste Systems Inc-a | — | +97.00% | Add |
| 38 | CEG | Constellation Energy | — | +2.01% | Add |
| 39 | CRWD | Crowdstrike Holdings Inc - A | 0% | +29.42% | Add |
| 40 | SSBUSD | Southstate Bank CORP | 0% | +37.32% | Add |
| 41 | CAVA | Cava Group Inc | 0% | +89.37% | Add |
| 42 | IQV | Iqvia Holdings Inc | 0% | +31.99% | Add |
| 43 | CDNS | Cadence Design Sys Inc | 0% | +12.34% | Add |
| 44 | PLTR | Palantir Technologies Inc-a | 0% | +47.65% | Trim |
| 45 | NOW | Servicenow Inc | 0% | +22.49% | Add |
| 46 | AXON | Axon Enterprise Inc | 0% | +2.21% | Trim |
| 47 | ITB | Ishares U.s. Home Constructi | 0% | -3.01% | Add |
| 48 | OXY | Occidental Petroleum CORP | 0% | +4.65% | Add |
| 49 | SPGI | S&p Global Inc | 0% | +1.09% | Trim |
| 50 | ETR | Entergy CORP | 0% | +61.22% | 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 143 disclosed positions in Q3 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 JNJ, CAH, LNT) accounted for 33.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
NOC
市值: $60.1M
Top Position Liquidated / Trimmed
CLX
前期市值: $29.7M
During Q3 2025, Liberty One Investment Management, LLC's top holdings by market value included JNJ (3.8%)、CAH (3.8%)、LNT (3.7%). The largest single position, JNJ, represented 3.8% of total portfolio value.
In Q3 2025, Liberty One Investment Management, LLC made 157 total portfolio adjustments, initiating 11 new buys, adding to 105 positions, trimming 27 holdings, and fully liquidating 14 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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