MondegarAI
LIBERTY ONE INVESTMENT MANAGEMENT, LLC

Q4 2024 · 13F-HR

LIBERTY ONE INVESTMENT MANAGEMENT, LLCholdings as filed

Filed 2025-01-16 · accession 0001398344-25-000713

$923.0M
Reported value
148
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
14149Y108CAHCARDINAL HEALTH INC$32.6M3.53%275,611CommonNONE
018802108LNTALLIANT ENERGY CORP$31.9M3.45%538,617CommonNONE
189054109CLXCLOROX CO DEL$31.8M3.45%196,039CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$30.3M3.28%280,920CommonNONE
842587107SOSOUTHERN CO$30.3M3.28%367,480CommonNONE
580135101MCDMCDONALDS CORP$30.2M3.28%104,315CommonNONE
742718109PGPROCTER & GAMBLE CO$29.5M3.20%176,257CommonNONE
539830109LMTLOCKHEED MARTIN CORP$29.1M3.15%59,858CommonNONE
532457108LLYLILLY ELI & CO$28.9M3.13%37,439CommonNONE
191216100KOCOCA COLA CO$28.5M3.09%457,867CommonNONE
494368103KMBKIMBERLY CLARK CORP$27.9M3.02%212,733CommonNONE
440452100HRLHORMEL FOODS CORP$27.1M2.93%862,308CommonNONE
478160104JNJJOHNSON & JOHNSON$26.9M2.92%186,345CommonNONE
717081103PFEPFIZER INC$26.4M2.86%993,474CommonNONE
760759100RSGREPUBLIC SVCS INC$26.1M2.83%129,669CommonNONE
94106L109WMWASTE MGMT INC DEL$25.1M2.72%124,313CommonNONE
871829107SYYSYSCO CORP$24.9M2.70%326,240CommonNONE
513272104LWLAMB WESTON HLDGS INC$23.4M2.54%350,268CommonNONE
49271V100KDPKEURIG DR PEPPER INC$23.2M2.51%720,890CommonNONE
713448108PEPPEPSICO INC$21.9M2.37%143,981CommonNONE
594918104MSFTMICROSOFT CORP$21.6M2.34%51,179CommonNONE
609207105MDLZMONDELEZ INTL INC$21.4M2.32%358,295CommonNONE
147528103CASYCASEYS GEN STORES INC$19.1M2.07%48,330CommonNONE
G02602103DOXAMDOCS LTD$18.0M1.95%211,443CommonNONE
375558103GILDGILEAD SCIENCES INC$8.7M0.94%93,962CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$7.9M0.86%197,927CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$7.8M0.85%116,622CommonNONE
668074305NWENORTHWESTERN CORP$7.3M0.79%136,960CommonNONE
46137V431SPGPINVESCO EXCHANGE TRADED FD T$7.1M0.77%68,152CommonNONE
11135F101AVGOBROADCOM INC$7.0M0.76%30,268CommonNONE
023135106AMZNAMAZON COM INC$6.5M0.70%29,590CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$6.3M0.69%46,151CommonNONE
931142103WMTWALMART INC$5.8M0.63%63,978CommonNONE
037833100AAPLAPPLE INC$5.8M0.63%23,077CommonNONE
46137V472XMHQINVESCO EXCHANGE TRADED FD$5.8M0.63%58,688CommonNONE
75513E101RTXRAYTHEON TECHNOLOGIES CORP$5.7M0.61%48,999CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$5.6M0.61%9,791CommonNONE
09290D101BLKBLACKROCK INC$5.4M0.58%5,258CommonNONE
46625H100JPMJPMORGAN CHASE & CO$5.4M0.58%22,376CommonNONE
001055102AFLAFLAC INC$5.0M0.55%48,730CommonNONE
194162103CLCOLGATE PALMOLIVE CO$5.0M0.54%55,240CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$5.0M0.54%5,450CommonNONE
872540109TJXTJX COS INC NEW$5.0M0.54%41,057CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$4.9M0.53%51,049CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$4.9M0.53%20,290CommonNONE
149123101CATCATERPILLAR INC DEL$4.8M0.52%13,264CommonNONE
05534B760BCEBCE INC$4.7M0.51%203,687CommonNONE
437076102HDHOME DEPOT INC$4.7M0.51%12,102CommonNONE
438516106HONHONEYWELL INTL INC$4.6M0.50%20,266CommonNONE
244199105DEDEERE & CO$4.6M0.50%10,793CommonNONE
65339F101NEENEXTERA ENERGY INC$4.6M0.49%63,576CommonNONE
461202103INTUINTUIT$4.5M0.49%7,165CommonNONE
42226K105HRHEALTHCARE RLTY TR$4.4M0.47%258,579CommonNONE
882508104TXNTEXAS INSTRS INC$4.3M0.47%22,888CommonNONE
902494103TSNTYSON FOODS INC$4.3M0.46%74,648CommonNONE
32054K103FRFIRST INDL RLTY TR INC$4.3M0.46%84,959CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$4.2M0.46%28,387CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$4.2M0.45%8,248CommonNONE
74340W103PLDPROLOGIS INC$4.2M0.45%39,443CommonNONE
756109104OREALTY INCOME CORP$4.1M0.45%77,493CommonNONE
G5960L103MDTMEDTRONIC PLC$4.1M0.44%50,861CommonNONE
166764100CVXCHEVRON CORP NEW$4.0M0.43%27,570CommonNONE
427866108HSYHERSHEY CO$3.9M0.43%23,259CommonNONE
031162100AMGNAMGEN INC$3.9M0.42%14,895CommonNONE
58933Y105MRKMERCK & CO INC$3.6M0.39%36,247CommonNONE
071813109BAXBAXTER INTL INC$3.4M0.36%115,357CommonNONE
036752103ELVELEVANCE HEALTH INC$3.3M0.36%9,079CommonNONE
92189F643MOATVANECK ETF TRUST$2.7M0.29%28,864CommonNONE
46137V274RSPUINVESCO EXCHANGE TRADED FD T$2.6M0.28%39,593CommonNONE
46138E198XMLVINVESCO EXCHANGE TRADED FD T$2.6M0.28%42,148CommonNONE
46138E354SPLVINVESCO EXCHANGE TRADED FD T$2.5M0.27%35,558CommonNONE
74347G606TDVPROSHARES TR$2.5M0.27%32,517CommonNONE
78464A763SDYSPDR SERIES TRUST$2.4M0.26%18,249CommonNONE
74348A467NOBLPROSHARES TR$2.4M0.26%24,095CommonNONE
46138G664RWJINVESCO EXCH TRADED FD TR$2.2M0.24%48,370CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$2.1M0.23%76,741CommonNONE
92204A207VDCVANGUARD WORLD FDS$1.6M0.17%7,432CommonNONE
464287671IUSGISHARES TR$1.6M0.17%11,265CommonNONE
78464A540XTLSPDR SERIES TRUST$1.5M0.17%14,396CommonNONE
46090E103QQQINVESCO QQQ TR$1.5M0.17%2,979CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$1.5M0.16%13,064CommonNONE
464287663IUSVISHARES TR$1.4M0.16%15,511CommonNONE
550021109LULULULULEMON ATHLETICA INC$1.3M0.14%3,382CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.2M0.13%3,574CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$1.2M0.13%31,765CommonNONE
02079K107GOOGALPHABET INC$1.1M0.12%5,714CommonNONE
79466L302CRMSALESFORCE INC$1.0M0.11%3,126CommonNONE
516544103LNTHLANTHEUS HLDGS INC$898,2680.10%10,041CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$889,3770.10%7,363CommonNONE
90138F102TWLOTWILIO INC$871,9890.09%8,068CommonNONE
148929102CAVACAVA GROUP INC$836,0740.09%7,412CommonNONE
444859102HUMHUMANA INC$821,7670.09%3,239CommonNONE
840441109SSBUSDSOUTHSTATE CORPORATION$799,4210.09%8,036CommonNONE
122017106BURLBURLINGTON STORES INC$795,8880.09%2,792CommonNONE
16411R208LNGCHENIERE ENERGY INC$756,4250.08%3,520CommonNONE
26856L103ELFE L F BEAUTY INC$735,9740.08%5,862CommonNONE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$727,6660.08%27,584CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$719,6020.08%2,395CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$716,1290.08%1,372CommonNONE
904767704UNILEVER PLC$710,3610.08%12,528CommonNONE
92826C839VVISA INC$708,3850.08%2,241CommonNONE
833034101SNASNAP ON INC$707,8950.08%2,085CommonNONE
25746U109DDOMINION ENERGY INC$689,3350.07%12,799CommonNONE
759351604RGAEINSURANCE GRP OF AMERICA I$679,6500.07%3,181CommonNONE
457187102INGRINGREDION INC$677,5050.07%4,925CommonNONE
844895102SWXSOUTHWEST GAS HOLDINGS INC$671,9130.07%9,502CommonNONE
H42097107UBSUBS GROUP AG$670,7100.07%22,121CommonNONE
92936U109WPCWP CAREY INC$666,9850.07%12,243CommonNONE
922042676VNQIVANGUARD INTL EQUITY INDEX F$661,2420.07%16,715CommonNONE
05945F103BANFBANCFIRST CORP$659,8410.07%5,631CommonNONE
636274409NGGNATIONAL GRID PLC$656,1610.07%11,043CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$650,5450.07%7,672CommonNONE
58733R102MELIMERCADOLIBRE INC$642,7660.07%378CommonNONE
925652109VICIVICI PPTYS INC$632,1520.07%21,642CommonNONE
66987V109NVSNOVARTIS A G$627,4910.07%6,448CommonNONE
46266C105IQVIQVIA HLDGS INC$617,6310.07%3,143CommonNONE
87043Q108SGSWEETGREEN INC$582,2100.06%18,160CommonNONE
858119100STLDSTEEL DYNAMICS INC$566,3070.06%4,965CommonNONE
464288752ITBISHARES TR$502,6590.05%4,862CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$479,2670.05%6,337CommonNONE
64110L106NFLXNETFLIX INC$371,6800.04%417CommonNONE
892672106TWTRADEWEB MKTS INC$322,9620.03%2,467CommonNONE
670346105NUENUCOR CORP$314,6080.03%2,696CommonNONE
81762P102NOWSERVICENOW INC$312,7350.03%295CommonNONE
743315103PGRPROGRESSIVE CORP$312,2590.03%1,303CommonNONE
78409V104SPGIS&P GLOBAL INC$303,7960.03%610CommonNONE
70432V102PAYCPAYCOM SOFTWARE INC$301,5570.03%1,471CommonNONE
384802104GWWGRAINGER W W INC$294,4350.03%279CommonNONE
254687106DISDISNEY WALT CO$283,7270.03%2,548CommonNONE
910047109UALUNITED AIRLS HLDGS INC$276,7350.03%2,850CommonNONE
771049103RBLXROBLOX CORP$246,3100.03%4,257CommonNONE
674599105OXYOCCIDENTAL PETE CORP$235,6900.03%4,770CommonNONE
18915M107NETCLOUDFLARE INC$229,0350.02%2,127CommonNONE
16679L109CHWYCHEWY INC$225,6220.02%6,737CommonNONE
29364G103ETRENTERGY CORP NEW$219,9700.02%2,901CommonNONE
670100205NVONOVO-NORDISK A S$204,1540.02%2,373CommonNONE
92537N108VRTVERTIV HOLDINGS CO$192,1220.02%1,691CommonNONE
833445109SNOWSNOWFLAKE INC$188,9980.02%1,224CommonNONE
81730H109SSENTINELONE INC$188,5000.02%8,491CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$183,1160.02%927CommonNONE
737446104POSTPOST HLDGS INC$174,4370.02%1,524CommonNONE
147448104CWSTCASELLA WASTE SYS INC$171,8350.02%1,624CommonNONE
67059N108NTNXNUTANIX INC$171,3040.02%2,800CommonNONE
217204106CPRTCOPART INC$170,1040.02%2,964CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$148,9860.02%4,005CommonNONE
N14506104ESTCELASTIC N V$144,9540.02%1,463CommonNONE
871607107SNPSSYNOPSYS INC$134,9300.01%278CommonNONE
62945V109NVEEUSDNV5 GLOBAL INC$127,7160.01%6,779CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.