LIBERTY ONE INVESTMENT MANAGEMENT, LLC
CIK 1807328 · Holdings on Dec 31, 2024 · First reported Jan 16, 2025
Top ten holdings
Q4 2024- CAH3.53%
- LNT3.45%
- CLX3.45%
- DUK3.28%
- SO3.28%
- MCD3.28%
- PG3.20%
- LMT3.15%
- LLY3.13%
- KO3.09%
Share classes counted separately32.84%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- LWWeight increased · +2.25 pp0.29% → 2.54%Shares +306.34K (+697.42%)
- LMTWeight decreased · -0.43 pp3.58% → 3.15%Shares +13 (+0.02%)
- CAHWeight increased · +0.39 pp3.14% → 3.53%Shares -2.46K (-0.89%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | CAHCARDINAL HEALTH INC View history and evidence | $32.60M | 3.53% | 275.61K shares | 3.14% → 3.53%+0.39 pp -2.46K (-0.89%) | Reduced | ↗▾ |
| 02 | LNTALLIANT ENERGY CORP View history and evidence | $31.85M | 3.45% | 538.62K shares | 3.35% → 3.45%+0.10 pp -1.62K (-0.30%) | Reduced | ↗▾ |
| 03 | CLXCLOROX COMPANY View history and evidence | $31.84M | 3.45% | 196.04K shares | 3.28% → 3.45%+0.17 pp -897 (-0.46%) | Reduced | ↗▾ |
| 04 | DUKDUKE ENERGY CORPCOM NEW View history and evidence | $30.27M | 3.28% | 280.92K shares | 3.30% → 3.28%-0.02 pp +1.28K (+0.46%) | Added | ↗▾ |
| 05 | SOSOUTHERN CO/THE View history and evidence | $30.25M | 3.28% | 367.48K shares | 3.39% → 3.28%-0.11 pp -715 (-0.19%) | Reduced | ↗▾ |
| 06 | MCDMCDONALD'S CORP View history and evidence | $30.24M | 3.28% | 104.31K shares | 3.22% → 3.28%+0.06 pp +973 (+0.94%) | Added | ↗▾ |
| 07 | PGPROCTER & GAMBLE CO/THE View history and evidence | $29.55M | 3.20% | 176.26K shares | 3.07% → 3.20%+0.13 pp +2.60K (+1.50%) | Added | ↗▾ |
| 08 | LMTLOCKHEED MARTIN CORP View history and evidence | $29.09M | 3.15% | 59.86K shares | 3.58% → 3.15%-0.43 pp +13 (+0.02%) | Added | ↗▾ |
| 09 | LLYELI LILLY & CO View history and evidence | $28.90M | 3.13% | 37.44K shares | 3.39% → 3.13%-0.26 pp -47 (-0.13%) | Reduced | ↗▾ |
| 10 | KOCOCA-COLA CO/THE View history and evidence | $28.51M | 3.09% | 457.87K shares | 3.27% → 3.09%-0.18 pp +13.12K (+2.95%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 38
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SPTL SS SPDR PF LNG TRM TSY E-USD | Non-derivative | -1,321,772 | -$38.42M | SEC filing ↗ | SEC filing ↗ |
| FSLR FIRST SOLAR INC | Non-derivative | -4,050 | -$1.01M | SEC filing ↗ | SEC filing ↗ |
| ENV ENVESTNET INC | Non-derivative | -11,994 | -$751.06K | SEC filing ↗ | SEC filing ↗ |
3 / 38 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1807328 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-01-16
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 922959446
}Research all 148 reported holdings.
This page includes 30 of 148 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 148 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1807328","quarter":"2024Q4","page_size":100}
get_institutional_manager_history
{"cik":"1807328","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.