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Portfolio (Quarterly) Guide ↗

LIBERTY ONE INVESTMENT MANAGEMENT, LLC

· CIK 0001807328
13F Portfolio $970.0B AUM 217 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 21 New 124 Added 9 Reduced 12 Exited
Page 2 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RKLB ROCKET LAB CORP Industrials 3,459.0 $222K 0.02% NEW $64.22 +112.2%
Page 2 of 2  ·  21 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Defensive 18.5%
Healthcare 18.2%
Industrials 15.0%
Utilities 11.4%
Technology 9.2%
Consumer Cyclical 8.7%
Financial Services 7.3%
Communication Services 6.8%
Real Estate 3.9%
Energy 0.9%