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CIK: 0001807328
Total reported value
$1.0B
$1.0B
145 檔
13.9%
As reported in its official Q4 2025 Form 13F filing, Liberty One Investment Management, LLC's tracked investment portfolio stood at $1.0B with 145 total positions.
In Q4 2025, Liberty One Investment Management, LLC adopted a defensive or profit-taking posture, trimming 126 positions and completely liquidating 13 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CAH | Cardinal Health Inc | Stock-Healthcare | 4.04% | -0.25% | -64.46% | |
| 2 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.81% | -0.62% | -60.76% | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.57% | +0.63% | -66.13% | |
| 4 | LNT | Alliant Energy CORP | Stock-Utilities | 3.19% | -0.08% | -60.99% | |
| 5 | KO | Coca-cola Co/the | Stock-Consumer Staples | 3.15% | +0.03% | -59.68% | |
| 6 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 3.11% | -0.29% | -59.90% | |
| 7 | DUK | Duke Energy CORP | Stock-Utilities | 3.07% | -0.21% | -60.74% | |
| 8 | SO | Southern Co/the | Stock-Utilities | 2.98% | -0.07% | -60.94% | |
| 9 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.97% | +1.29% | -56.08% | |
| 10 | NOC | Northrop Grumman CORP | Stock-Industrials | 2.96% | -0.85% | -58.80% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.88% | +0.41% | -56.86% | |
| 12 | KR | Kroger Co | Stock-Consumer Staples | 2.87% | -0.67% | -58.09% | |
| 13 | CB | Chubb Limited | Stock-Financials | 2.85% | -0.13% | -60.66% | |
| 14 | T | At&t Inc | Stock-Comm Services | 2.83% | -0.70% | -53.57% | |
| 15 | MCK | Mckesson CORP | Stock-Healthcare | 2.75% | -0.45% | -60.04% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.75% | +0.26% | -58.89% | |
| 17 | WM | Waste Management Inc | Stock-Industrials | 2.52% | -0.01% | -63.03% | |
| 18 | SYY | Sysco CORP | Stock-Consumer Staples | 2.48% | -1.57% | EXIT | |
| 19 | RSG | Republic Services Inc | Stock-Industrials | 2.29% | +0.15% | -64.19% | |
| 20 | LW | Lamb Weston Holdings Inc | Stock-Consumer Staples | 2.23% | -1.73% | EXIT | |
| 21 | RTO | Rentokil Initial Plc-sp Adr | Stock-Other | 2.19% | -0.42% | -63.24% | |
| 22 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 2.16% | +0.12% | -60.30% | |
| 23 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 2.15% | -0.47% | -66.35% | |
| 24 | MSI | Motorola Solutions Inc | Stock-Tech | 2.10% | +0.08% | -59.69% | |
| 25 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.16% | -0.09% | -24.57% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.77% | +0.17% | +138.38% | |
| 27 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.77% | -0.14% | -59.11% | |
| 28 | ETR | Entergy CORP | Stock-Utilities | 0.75% | -0.11% | -55.80% | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 0.71% | -0.05% | -45.88% | |
| 30 | CAT | Caterpillar Inc | Stock-Industrials | 0.70% | +0.04% | -48.18% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.68% | +0.11% | -47.66% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.67% | — | -54.03% | |
| 33 | ADC | Agree Realty CORP | Stock-Real Estate | 0.67% | -0.02% | -53.22% | |
| 34 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.65% | +0.03% | -50.32% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.65% | +0.12% | -41.14% | |
| 36 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.64% | -0.20% | -33.63% | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.63% | +0.08% | -44.89% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-Other | 0.62% | -0.20% | -34.49% | |
| 39 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.60% | -0.16% | -41.57% | |
| 40 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.59% | -0.05% | -44.86% | |
| 41 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 0.59% | +0.13% | — | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | +0.08% | -46.70% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.57% | -0.08% | -46.11% | |
| 44 | PLD | Prologis Inc | Stock-Real Estate | 0.56% | +0.01% | -44.06% | |
| 45 | FR | First Industrial Realty Tr | Stock-Real Estate | 0.55% | +0.03% | -41.11% | |
| 46 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.54% | +0.09% | -44.25% | |
| 47 | NEE | Nextera Energy Inc | Stock-Utilities | 0.53% | -0.04% | -42.37% | |
| 48 | AFL | Aflac Inc | Stock-Financials | 0.52% | +0.06% | -43.46% | |
| 49 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.52% | +0.10% | -36.68% | |
| 50 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 0.52% | -0.04% | -39.34% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.7% | +138.38% | Add |
| 2 | META | Meta Platforms Inc-class A | +0.5% | +2108.43% | Add |
| 3 | VZ | Verizon Communications Inc | +0.4% | -24.57% | Trim |
| 4 | TMUS | T-mobile US Inc | +0.4% | +1056.66% | Add |
| 5 | LLY | Eli Lilly & Co | +0.3% | -66.13% | Trim |
| 6 | XLV | Ss Health Care Select Sector | +0.3% | -34.49% | Trim |
| 7 | CAH | Cardinal Health Inc | +0.2% | -64.46% | Trim |
| 8 | SPGP | Invesco S&p 500 Garp ETF | +0.2% | -33.63% | Trim |
| 9 | CAT | Caterpillar Inc | +0.2% | -48.18% | Trim |
| 10 | RTX | Rtx CORP | +0.2% | -45.88% | Trim |
| 11 | AMZN | Amazon.com Inc | +0.2% | -41.14% | Trim |
| 12 | FR | First Industrial Realty Tr | +0.2% | -41.11% | Trim |
| 13 | TSN | Tyson Foods Inc-cl A | +0.2% | -39.34% | Trim |
| 14 | AAPL | Apple Inc | +0.2% | -44.89% | Trim |
| 15 | SPHQ | Invesco S&p 500 Quality ETF | +0.2% | -41.57% | Trim |
| 16 | PLD | Prologis Inc | +0.2% | -44.06% | Trim |
| 17 | CL | Colgate-palmolive Co | +0.2% | -36.68% | Trim |
| 18 | TJX | Tjx Companies Inc | +0.2% | -44.86% | Trim |
| 19 | NEE | Nextera Energy Inc | +0.2% | -42.37% | Trim |
| 20 | WMT | Walmart Inc | +0.1% | -46.11% | Trim |
| 21 | XMHQ | Invesco S&p Midcap Qual ETF | +0.1% | -35.72% | Trim |
| 22 | AVUV | Avantis US Small Cap Value | +0.1% | -35.69% | Trim |
| 23 | AVGO | Broadcom Inc | +0.1% | -47.66% | Trim |
| 24 | GS | Goldman Sachs Group Inc | +0.1% | -50.32% | Trim |
| 25 | TRV | Travelers Cos Inc/the | +0.1% | -44.25% | Trim |
| 26 | CVX | Chevron CORP | +0.1% | -40.64% | Trim |
| 27 | DE | Deere & Co | +0.1% | -42.25% | Trim |
| 28 | DPZ | Domino's Pizza Inc | +0.1% | -39.04% | Trim |
| 29 | JPM | Jpmorgan Chase & Co | +0.1% | -46.70% | Trim |
| 30 | AFL | Aflac Inc | +0.1% | -43.46% | Trim |
| 31 | HSY | Hershey Co/the | +0.1% | -42.11% | Trim |
| 32 | INTU | Intuit Inc | +0.1% | -41.62% | Trim |
| 33 | TXN | Texas Instruments Inc | +0.1% | -39.22% | Trim |
| 34 | RSPU | Invesco S&p 500 Equal Weight | +0.1% | -22.14% | Trim |
| 35 | XMLV | Invesco S&p Midcap Low Volat | +0.1% | -21.53% | Trim |
| 36 | SDY | Ss Spdr S&p Dividend ETF | +0.1% | -21.50% | Trim |
| 37 | NOBL | Proshares S&p 500 Dividend A | +0.1% | -21.44% | Trim |
| 38 | HR | Healthcare Realty Trust Inc | +0.1% | -41.84% | Trim |
| 39 | O | Realty Income CORP | +0.1% | -40.27% | Trim |
| 40 | HON | Honeywell International Inc | +0.1% | -39.14% | Trim |
| 41 | SPLV | Invesco S&p 500 Low Volatili | +0.1% | -21.44% | Trim |
| 42 | EXR | Extra Space Storage Inc | +0.1% | -39.27% | Trim |
| 43 | MOAT | Vaneck Morningstar Wide Moat | +0.1% | -31.88% | Trim |
| 44 | COST | Costco Wholesale CORP | +0.1% | -42.12% | Trim |
| 45 | XTL | Ss Spdr S&p Telecom ETF | +0.1% | -23.46% | Trim |
| 46 | BLK | Blackrock Inc | +0.1% | -44.87% | Trim |
| 47 | TDV | Proshares S&p Tech Dvd Arist | +0.1% | -36.02% | Trim |
| 48 | VDC | Vanguard Consumer Staple ETF | +0.1% | -17.39% | Trim |
| 49 | RWJ | Invesco S&p Smallcap 600 | +0.1% | -35.64% | Trim |
| 50 | SPEM | State Street Sp Ptf Em ETF | +0.1% | -21.73% | 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 145 disclosed positions in Q4 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, JNJ, LLY) accounted for 13.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
UL
市值: $4.6M
Top Position Liquidated / Trimmed
UL
前期市值: $7.0M
During Q4 2025, Liberty One Investment Management, LLC's top holdings by market value included CAH (4.0%)、JNJ (3.8%)、LLY (3.6%). The largest single position, CAH, represented 4.0% of total portfolio value.
In Q4 2025, Liberty One Investment Management, LLC made 158 total portfolio adjustments, initiating 15 new buys, adding to 4 positions, trimming 126 holdings, and fully liquidating 13 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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