LIBERTY ONE INVESTMENT MANAGEMENT, LLC
All 13F Filings
- Location
- Libertyville, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 969,978
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/14/2026 | 154 | 969,978 | 13F-HR | LIBERTY ONE INVESTMENT MANAGEMENT, LLC |
| 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 | 912.3 K | 94.0% | 140.7 K | 0 | 140.7 K |
| ETFs | 57.72 K | 6.0% | 46.61 K | 0 | 46.61 K |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
969,978
Holdings
154
QoQ value change ($000)
187,311
(23.9%)
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.