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Portfolio (Quarterly) Guide ↗

LIBERTY ONE INVESTMENT MANAGEMENT, LLC

· CIK 0001807328
13F Portfolio $970M 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 +15.2%
Page 2 of 2  ·  21 positions

① 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 18.7%
Healthcare 18.5%
Industrials 15.2%
Utilities 11.5%
Technology 9.3%
Consumer Cyclical 8.8%
Financial Services 7.4%
Communication Services 5.5%
Real Estate 4.0%
Energy 1.0%