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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 5 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPGP INVESCO EXCHANGE TRADED FD T 19,241.0 $2.1M 0.21% -25K -56.0% $107.62 +7.8%
82 VCLT VANGUARD SCOTTSDALE FDS 25,921.0 $1.9M 0.20% +8K +45.0% $74.72 -1.2%
83 IUSV ISHARES TR 16,902.0 $1.7M 0.18% +16K +1345.8% $102.25 +5.7%
84 XTL SPDR SERIES TRUST 9,023.0 $1.7M 0.17% +269.0 +3.1% $188.07 +20.1%
85 GSLC GOLDMAN SACHS ETF TR 13,405.0 $1.7M 0.17% +12K +1365.0% $125.13 +11.9%
86 IUSG ISHARES TR 10,813.0 $1.7M 0.17% +10K +1389.4% $155.12 +20.3%
87 QQQ INVESCO QQQ TR Financial Services 2,898.0 $1.7M 0.17% +3K +1378.6% $577.10 +22.8%
88 IETC ISHARES U S ETF TR 18,780.0 $1.7M 0.17% NEW $88.38 +20.7%
89 GRID FIRST TR EXCHANGE-TRADED FD 9,624.0 $1.6M 0.16% NEW $163.59 +17.2%
90 AMD ADVANCED MICRO DEVICES INC Technology 7,284.0 $1.5M 0.15% +3K +63.8% $203.43 +108.5%
91 ONTO ONTO INNOVATION INC Technology 6,768.0 $1.4M 0.14% +652.0 +10.7% $205.07 +35.2%
92 CRWD CROWDSTRIKE HLDGS INC Technology 3,541.0 $1.4M 0.14% +2K +89.2% $390.41 +48.5%
93 MAGS LISTED FDS TR 23,542.0 $1.4M 0.14% NEW $57.94 +20.5%
94 ROKT SPDR SERIES TRUST 12,176.0 $1.2M 0.12% NEW $99.46 +18.2%
95 SNEX STONEX GROUP INC Financial Services 14,722.0 $1.2M 0.12% +7K +85.5% $80.65 +43.1%
96 NEBIUS GROUP N.V. 11,424.0 $1.2M 0.12% +2K +16.4% $103.76
97 HFSI HARTFORD FDS EXCHANGE TRADED 34,126.0 $1.2M 0.12% +11K +45.1% $34.72 +0.8%
98 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 3,412.0 $1.2M 0.12% +552.0 +19.3% $337.92 +23.6%
99 DBMF LITMAN GREGORY FDS TR 37,745.0 $1.1M 0.12% NEW $30.15 +3.6%
100 SPEM SPDR INDEX SHS FDS 24,187.0 $1.1M 0.12% +1K +5.8% $46.91 +8.4%
Page 5 of 8  ·  154 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%