LIBERTY ONE INVESTMENT MANAGEMENT, LLC
All 13F Filings
- Location
- Libertyville, IL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 782,667
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 145 | 782,667 | 13F-HR | LIBERTY ONE INVESTMENT MANAGEMENT, LLC |
| Q3 2025 | 10/27/2025 | 143 | 1,778,357 | 13F-HR | LIBERTY ONE INVESTMENT MANAGEMENT, LLC |
| Q2 2025 | 7/30/2025 | 145 | 988,497 | 13F-HR | LIBERTY ONE INVESTMENT MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 771.6 K | 98.6% | 0 | 993.9 K | -993.9 K |
| ETFs | 11.11 K | 1.4% | 0 | 1.763 K | -1.763 K |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
782,667
Holdings
145
QoQ value change ($000)
-995,690
(-56.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.