13F Filings History of LIBERTY ONE INVESTMENT MANAGEMENT, LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$782,666,649
Signature - Title
Nick Ng - Portfolio Manager
Location
Libertyville, IL
Summary
This page shows a list of all the recent 13F filings made by LIBERTY ONE INVESTMENT MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LIBERTY ONE INVESTMENT MANAGEMENT, LLC reported 145 stock holdings with total value $782,666,649 as of Q4 2025. Top holdings included CAH, JNJ, LLY, LNT, and KO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 145 $782,666,649 +$32,330,470 -$1,027,934,488 -$995,604,018 CAH, JNJ, LLY, LNT, KO 13F-HR 13 Feb 2026, 16:58
Q3 2025 143 $1,778,357,164 +$900,405,082 -$136,062,522 +$764,342,560 JNJ, CAH, LNT, SO, DUK 13F-HR 27 Oct 2025, 12:49
Q2 2025 145 $988,496,599 +$35,975,085 -$37,726,201 -$1,751,116 CAH, KR, SO, KO, DUK 13F-HR 30 Jul 2025, 11:19
Q1 2025 146 $988,347,934 +$126,102,723 -$93,799,095 +$32,303,628 CAH, LNT, DUK, SO, KO 13F-HR 30 Apr 2025, 09:19
Q4 2024 148 $922,959,446 +$49,981,187 -$53,262,333 -$3,281,146 CAH, LNT, CLX, DUK, SO 13F-HR 16 Jan 2025, 08:37
Q3 2024 181 $978,288,649 +$36,299,786 -$24,149,288 +$12,150,498 SPTL, LMT, LLY, SO, LNT 13F-HR 31 Oct 2024, 10:07
Q2 2024 181 $887,387,000 +$55,756,813 -$45,912,882 +$9,843,931 SPTL, LLY, SO, PG, KMB 13F-HR 22 Jul 2024, 10:16
Q1 2024 182 $883,490,111 +$49,159,108 -$16,696,312 +$32,462,796 LLY, SPTL, CAH, RSG, WM 13F-HR 30 Apr 2024, 09:10
Q4 2023 169 $810,367,897 +$73,222,330 -$3,692,288 +$69,530,042 SPTL, LLY, CAH, MCD, LMT 13F-HR 26 Jan 2024, 11:52
Q3 2023 161 $689,936,743 +$28,567,809 -$53,733,909 -$25,166,100 LLY, CAH, PG, MCD, KO 13F-HR 03 Nov 2023, 17:05
Q2 2023 170 $770,787,398 +$23,250,643 -$7,582,213 +$15,668,430 LLY, MCD, CAH, KMB, LMT 13F-HR 04 Aug 2023, 11:53
Q1 2023 169 $733,307,085 +$46,871,357 -$5,329,284 +$41,542,073 MCD, LMT, KMB, SO, PEP 13F-HR 15 May 2023, 08:55
Q4 2022 151 $696,061,112 +$25,992,555 -$6,126,675 +$19,865,880 LMT, KMB, MCD, JNJ, CAH 13F-HR 15 Feb 2023, 09:37
Q3 2022 152 $607,893,000 +$74,245,661 -$22,588,024 +$51,657,637 CAH, JNJ, SO, MCD, LMT 13F-HR 16 Nov 2022, 12:09
Q2 2022 131 $447,509,000 $0 $0 $0 LNT, MCD, JNJ, SO, PEP 13F-HR 01 Aug 2022, 17:29
Q1 2022 171 $658,355,000 +$19,497,951 -$4,843,566 +$14,654,385 SO, LNT, JNJ, LLY, MCD 13F-HR 03 May 2022, 13:23
Q4 2021 142 $664,201,000 +$29,960,688 -$10,134,615 +$19,826,073 PFE, MCD, LNT, SO, PEP 13F-HR 21 Jan 2022, 16:54
Q3 2021 143 $585,797,000 +$8,914,093 -$6,910,152 +$2,003,941 MCD, LNT, SO, JNJ, PEP 13F-HR 19 Oct 2021, 19:52
Q2 2021 142 $591,696,000 +$15,269,601 -$3,159,163 +$12,110,438 MMM, LNT, MCD, JNJ, SO 13F-HR 20 Jul 2021, 14:38
Q1 2021 142 $561,210,000 +$70,648,299 -$61,120,499 +$9,527,800 MMM, LNT, MCD, SO, JNJ 13F-HR 06 Apr 2021, 17:29
Q4 2020 136 $531,955,000 +$24,481,271 -$2,106,005 +$22,375,266 JNJ, MCD, MMM, KDP, SO 13F-HR 19 Jan 2021, 19:14
Q3 2020 135 $488,950,000 +$23,136,679 -$4,332,202 +$18,804,477 MCD, JNJ, KMB, HRL, MMM 13F-HR 03 Nov 2020, 09:20
Q2 2020 135 $446,314,000 +$31,022,003 -$12,618,502 +$18,403,501 HRL, KMB, CLX, KDP, JNJ 13F-HR 22 Jul 2020, 17:15
Q1 2020 118 $388,111,000 +$8,997,092 -$12,998,567 -$4,001,475 HRL, JNJ, KMB, SO, LNT 13F-HR 22 Apr 2020, 10:06
Q4 2019 117 $462,041,000 $0 $0 $0 SO, T, LNT, HRL, KMB 13F-HR 22 Apr 2020, 09:59