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Institutional

LIBERTY ONE INVESTMENT MANAGEMENT, LLC

CIK 0001807328
$970.0M
Reported AUM
154
Positions
Q1 2026
Period
2026-05-14
Filed

The Brief · LIBERTY ONE INVESTMENT MANAGEMENT, LLC · Q1 2026

AI · grounded in 13F

LIBERTY ONE INVESTMENT MANAGEMENT, LLC established a new position in SPCT valued at $11.24M. The fund closed its position in PEP, reducing exposure by $5.26M, and exited XMHQ and AVUV. Additionally, the manager increased share counts in T by 14.56% and KR by 14.42%.

Portfolio · Q1 2026

JNJCAHNOCLNTDUKKOKRTSOLLYMCDMCKOther$602.3MLL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$38.2M3.93%+12,166+8.5%
2CAHCARDINAL HEALTH INC$205.711.97%34.46%285.46%$35.2M3.63%+12,569+8.2%
3NOCNORTHROP GRUMMAN CORP$544.40-0.14%13.52%62.60%$31.6M3.26%+5,658+13.9%
4LNTALLIANT ENERGY CORP$72.872.07%24.26%46.44%$31.0M3.20%+47,965+12.5%
5DUKDUKE ENERGY CORP NEW$124.221.97%11.57%43.36%$30.4M3.13%+27,012+13.2%
6KOCOCA COLA CO$79.483.46%14.62%60.54%$30.1M3.11%+43,546+12.3%
7KRKROGER CO$63.572.14%-1.90%73.75%$29.8M3.07%+51,819+14.4%
8TAT&T INC$22.75-0.09%-15.45%46.77%$29.6M3.05%+129,709+14.6%
9SOSOUTHERN CO$92.601.07%8.35%74.38%$29.4M3.03%+36,434+13.6%
10LLYLILLY ELI & CO$1131.420.55%48.00%387.10%$29.1M3.00%+5,666+21.8%
11MCDMCDONALDS CORP$279.842.61%-6.22%29.33%$28.1M2.90%+10,727+13.5%
12MCKMCKESSON CORP$775.662.47%9.36%290.98%$25.4M2.61%+3,056+11.6%
13CBCHUBB LIMITED$326.273.74%11.75%106.19%$25.2M2.60%+6,093+8.5%
14PGPROCTER & GAMBLE CO$146.544.09%-8.09%17.02%$25.0M2.58%+23,310+15.5%
15CASYCASEYS GEN STORES INC$761.910.04%72.24%296.64%$23.8M2.45%+2,213+7.3%
16MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$23.5M2.43%+17,031+36.6%
17WMWASTE MGMT INC DEL$220.400.63%-4.92%60.74%$23.2M2.39%+11,116+12.4%
18UNHUNITEDHEALTH GROUP INC$399.470.76%35.46%5.19%$22.7M2.34%+13,423+19.1%
19MSIMOTOROLA SOLUTIONS INC$410.34-0.09%-0.74%93.83%$20.7M2.14%+4,970+11.6%
20RSGREPUBLIC SVCS INC$210.041.02%-16.06%88.43%$20.6M2.12%+9,438+11.2%
21RTORENTOKIL INITIAL PLC$29.70-0.17%28.31%-19.16%$19.7M2.03%+44,823+7.7%
22LWLAMB WESTON HLDGS INC$42.12-0.59%-22.08%-30.72%$16.7M1.73%20,208−4.9%
23SYYSYSCO CORP$76.292.61%5.35%17.30%$15.3M1.57%48,943−18.6%
24MDLZMONDELEZ INTL INC$62.041.72%-3.09%11.04%$15.0M1.55%52,968−16.9%
25GOOGALPHABET INC$365.76-0.95%109.82%172.71%$12.2M1.25%+23,098+119.7%
26AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$11.5M1.19%+21,867+141.9%
27SPCTTWO RDS SHARED TR$27.08-0.03%7.98%7.52%$11.2M1.16%+431,772NEW
28CATCATERPILLAR INC DEL$904.28-3.85%158.69%378.33%$8.0M0.83%+1,859+19.6%
29ETRENTERGY CORP NEW$110.741.34%38.25%157.05%$7.6M0.79%+4,781+7.6%
30RTXRAYTHEON TECHNOLOGIES CORP$180.990.88%32.19%132.37%$7.1M0.74%+6,919+23.0%
31GILDGILEAD SCIENCES INC$129.16-0.02%$7.1M0.73%+2,041+4.2%
32CVXCHEVRON CORP NEW$187.31-0.55%$6.9M0.71%+7,820+30.5%
33GSGOLDMAN SACHS GROUP INC$1038.68-4.94%$6.4M0.66%+1,749+30.3%
34AAPLAPPLE INC$307.34-1.25%$6.4M0.66%+6,812+37.3%
35VZVERIZON COMMUNICATIONS INC$45.371.11%$6.3M0.65%96,767−43.5%
36WMTWALMART INC$118.880.97%$6.3M0.65%+10,949+27.6%
37AMZNAMAZON COM INC$246.03-3.06%$6.3M0.65%+8,248+37.6%
38NEENEXTERA ENERGY INC$85.840.19%$6.3M0.65%+15,470+29.8%
39PLDPROLOGIS INC$144.540.52%$6.2M0.64%+12,835+37.3%
40EASYTWO RDS SHARED TR$26.561.37%$6.1M0.63%+230,063NEW
41TJXTJX COS INC NEW$160.711.31%$6.1M0.63%+8,129+27.1%
42HSYHERSHEY CO$184.581.02%$6.0M0.62%+6,689+30.3%
43DEDEERE & CO$583.44-1.40%$6.0M0.61%+2,537+31.5%
44ADCAGREE RLTY CORP$73.411.63%$5.9M0.61%+6,079+8.4%
45TSNTYSON FOODS INC$58.733.25%$5.9M0.61%+22,815+33.1%
46CLCOLGATE PALMOLIVE CO$88.584.09%$5.8M0.60%+17,062+33.3%
47VVISA INC$323.571.06%$5.7M0.59%+17,342+1079.8%
48FRFIRST INDL RLTY TR INC$61.58-0.16%$5.7M0.59%+22,758+30.2%
49OREALTY INCOME CORP$60.841.82%$5.6M0.57%+21,811+31.5%
50TRVTRAVELERS COMPANIES INC$303.253.35%$5.6M0.57%+4,432+30.3%
51HONHONEYWELL INTL INC$213.97-1.69%$5.5M0.57%+6,245+34.4%
52GWWWW GRAINGER INC$1300.010.83%$5.4M0.56%+4,969NEW
53TXNTEXAS INSTRS INC$285.06-6.65%$5.4M0.56%+7,033+33.7%
54COSTCOSTCO WHSL CORP NEW$971.87-0.05%$5.4M0.55%+1,366+34.1%
55TMUST-MOBILE US INC$178.100.61%$5.3M0.55%+7,746+44.2%
56AFLAFLAC INC$118.242.56%$5.3M0.55%+11,584+31.5%
57HRHEALTHCARE RLTY TR$19.650.41%$5.3M0.54%+74,097+31.3%
58JPMJPMORGAN CHASE & CO$312.370.48%$5.3M0.54%+3,967+28.5%
59ULUNILEVER PLC$56.723.03%$5.2M0.53%+20,260+28.8%
60EXREXTRA SPACE STORAGE INC$145.31-0.38%$4.8M0.49%+9,874+37.3%
61BLKBLACKROCK INC$995.60-2.64%$4.7M0.48%+1,141+30.7%
62HDHOME DEPOT INC$310.780.27%$4.6M0.47%+3,585+34.8%
63METAMETA PLATFORMS INC$593.00-5.51%$4.3M0.44%+1,963+35.7%
64DPZDOMINOS PIZZA INC$313.992.11%$4.2M0.44%+3,274+38.3%
65SPHQINVESCO EXCHANGE TRADED FD T$84.95-2.19%$3.9M0.40%10,689−17.1%
66INTUINTUIT$296.76-1.73%$3.4M0.35%+2,300+40.9%
67JPIEJ P MORGAN EXCHANGE TRADED F$45.85-0.20%$3.2M0.33%+21,600+45.0%
68DFAIDIMENSIONAL ETF TRUST$40.82-2.44%$2.8M0.29%+72,529NEW
69EVSDMORGAN STANLEY ETF TRUST$50.81-0.24%$2.8M0.29%+17,050+45.0%
70FLXRTCW ETF TRUST$38.96-0.31%$2.8M0.29%+22,050+45.0%
71PYLDPIMCO ETF TR$26.24-0.34%$2.8M0.28%+32,750+45.0%
72LOTITWO RDS SHARED TR$25.810.27%$2.5M0.26%+97,922NEW
73VMBSVANGUARD SCOTTSDALE FDS$46.38-0.47%$2.4M0.25%+16,050+45.0%
74AGGISHARES TR$98.17-0.50%$2.4M0.25%+7,500+45.0%
75RSPUINVESCO EXCHANGE TRADED FD T$79.171.15%$2.4M0.24%+1,885+6.9%
76SDYSPDR SERIES TRUST$149.930.35%$2.2M0.23%+1,002+7.1%
77XLVSELECT SECTOR SPDR TR$153.010.61%$2.1M0.22%16,706−53.3%
78NOBLPROSHARES TR$54.530.66%$2.1M0.22%+1,378+7.3%
79XMLVINVESCO EXCHANGE TRADED FD T$64.591.13%$2.1M0.22%+2,516+8.1%
80SPLVINVESCO EXCHANGE TRADED FD T$73.471.45%$2.1M0.21%+2,138+8.1%
81SPGPINVESCO EXCHANGE TRADED FD T$119.32-1.93%$2.1M0.21%24,524−56.0%
82VCLTVANGUARD SCOTTSDALE FDS$74.52-0.77%$1.9M0.20%+8,050+45.0%
83IUSVISHARES TR$109.66-1.15%$1.7M0.18%+15,733+1345.9%
84XTLSPDR SERIES TRUST$226.54-5.71%$1.7M0.17%+269+3.1%
85GSLCGOLDMAN SACHS ETF TR$140.37-2.45%$1.7M0.17%+12,490+1365.0%
86IUSGISHARES TR$184.13-3.72%$1.7M0.17%+10,087+1389.4%
87QQQINVESCO QQQ TR$705.06-4.80%$1.7M0.17%+2,702+1378.6%
88IETCISHARES U S ETF TR$107.41-5.55%$1.7M0.17%+18,780NEW
89GRIDFIRST TR EXCHANGE-TRADED FD$187.56-4.79%$1.6M0.16%+9,624NEW
90AMDADVANCED MICRO DEVICES INC$466.38-10.86%$1.5M0.15%+2,838+63.8%
91ONTOONTO INNOVATION INC$253.24-7.83%$1.4M0.14%+652+10.7%
92CRWDCROWDSTRIKE HLDGS INC$671.02-6.68%$1.4M0.14%+1,669+89.2%
93MAGSLISTED FDS TR$66.51-3.78%$1.4M0.14%+23,542NEW
94ROKTSPDR SERIES TRUST$118.93-6.85%$1.2M0.12%+12,176NEW
95SNEXSTONEX GROUP INC$115.541.31%$1.2M0.12%+6,784+85.5%
96NBISNEBIUS GROUP N.V.$227.81-12.27%$1.2M0.12%+1,611+16.4%
97HFSIHARTFORD FDS EXCHANGE TRADED$35.10-0.51%$1.2M0.12%+10,600+45.1%
98TSMTAIWAN SEMICONDUCTOR MFG LTD$415.17-6.69%$1.2M0.12%+552+19.3%
99DBMFLITMAN GREGORY FDS TR$30.66-2.01%$1.1M0.12%+37,745NEW
100SPEMSPDR INDEX SHS FDS$50.53-4.04%$1.1M0.12%+1,332+5.8%
101CAVACAVA GROUP INC$1.1M0.12%+2,170+18.4%
102VDCVANGUARD WORLD FDS$1.1M0.11%1,292−21.6%
103TLNTALEN ENERGY CORP$942K0.10%+771+35.4%
104SPOTSPOTIFY TECHNOLOGY S A$878K0.09%+531+41.5%
105UBERUBER TECHNOLOGIES INC$872K0.09%+4,060+50.4%
106ISRGINTUITIVE SURGICAL INC$864K0.09%+713+61.4%
107LNGCHENIERE ENERGY INC$810K0.08%+389+15.8%
108AVAVAEROVIRONMENT INC$792K0.08%+1,248+40.6%
109SMHVANECK ETF TRUST$774K0.08%+2,019NEW
110NUENUCOR CORP$765K0.08%+3,091+215.9%
111NVSNOVARTIS A G$755K0.08%+450+10.0%
112CRMSALESFORCE INC$740K0.08%+1,650+71.3%
113NGGNATIONAL GRID PLC$725K0.07%+864+11.2%
114TWLOTWILIO INC$713K0.07%+564+11.1%
115DDOMINION ENERGY INC$686K0.07%+1,171+11.8%
116SNASNAP ON INC$681K0.07%+186+11.0%
117RGAEINSURANCE GRP OF AMERICA I$662K0.07%+346+11.9%
118WPCWP CAREY INC$660K0.07%+1,070+12.4%
119UBSUBS GROUP AG$620K0.06%+1,372+9.5%
120VNQIVANGUARD INTL EQUITY INDEX F$619K0.06%+1,444+11.6%
121KTOSKRATOS DEFENSE & SEC SOLUTIO$610K0.06%+170+2.0%
122BABAALIBABA GROUP HLDG LTD$597K0.06%+480+11.2%
123BANFBANCFIRST CORP$567K0.06%+778+17.5%
124IQVIQVIA HLDGS INC$549K0.06%+322+11.1%
125XMESPDR SERIES TRUST$547K0.06%+5,066NEW
126CDNSCADENCE DESIGN SYSTEM INC$532K0.05%+251+15.1%
127ROBOEXCHANGE TRADED CONCEPTS TRU$517K0.05%+7,559NEW
128MELIMERCADOLIBRE INC$488K0.05%+45+19.0%
129OXYOCCIDENTAL PETE CORP$480K0.05%+6,928+1512.7%
130SESEA LTD$451K0.05%+816+17.6%
131SCHYSCHWAB STRATEGIC TR$432K0.04%+13,655NEW
132NETCLOUDFLARE INC$377K0.04%+925+102.5%
133ELFE L F BEAUTY INC$370K0.04%1,068−14.9%
134FIXCOMFORT SYS USA INC$363K0.04%+59+28.9%
135IBMINTERNATIONAL BUSINESS MACHS$357K0.04%+1,471NEW
136CMECME GROUP INC$354K0.04%+1,198NEW
137PLTRPALANTIR TECHNOLOGIES INC$353K0.04%+1,356+128.4%
138VRTVERTIV HOLDINGS CO$343K0.04%+265+24.0%
139NOWSERVICENOW INC$336K0.03%+2,123+193.9%
140CWSTCASELLA WASTE SYS INC$321K0.03%+2,121+110.5%
141TWTRADEWEB MKTS INC$318K0.03%+2,539+1586.9%
142NFLXNETFLIX INC$312K0.03%+3,043+1499.0%
143APPAPPLOVIN CORP$304K0.03%+498+187.9%
144CEGCONSTELLATION ENERGY CORP$292K0.03%+974+1352.8%
145SPGIS&P GLOBAL INC$277K0.03%+610+1487.8%
146PGRPROGRESSIVE CORP$274K0.03%+1,297+1544.0%
147ELVELEVANCE HEALTH INC$272K0.03%+870+1450.0%
148LUNRINTUITIVE MACHINES INC$254K0.03%+13,686NEW
149TECKTECK RESOURCES LTD$243K0.03%+4,693NEW
150RDDTREDDIT INC$241K0.02%+1,790NEW
151LULULULULEMON ATHLETICA INC$238K0.02%+415+36.4%
152AEMAGNICO EAGLE MINES LTD$224K0.02%+1,102NEW
153RKLBROCKET LAB CORP$222K0.02%+3,459NEW
154AXONAXON ENTERPRISE INC$207K0.02%+457+1523.3%
155PEPPEPSICO INC36,670EXITED
156XMHQINVESCO EXCHANGE TRADED FD T35,818EXITED
157AVUVAMERICAN CENTY ETF TR32,119EXITED
158MOATVANECK ETF TRUST18,498EXITED
159TDVPROSHARES TR18,735EXITED
160RWJINVESCO EXCH TRADED FD TR II30,969EXITED
161SCHDSCHWAB STRATEGIC TR45,300EXITED
162ITBISHARES TR4,122EXITED
163UALUNITED AIRLS HLDGS INC1,836EXITED
164POSTPOST HLDGS INC1,904EXITED
165SNOWSNOWFLAKE INC853EXITED
166RBLXROBLOX CORP1,874EXITED

Source: SEC EDGAR · accession 0001398344-26-009114. 13F discloses long positions only — shorts, foreign equities, and options are excluded.