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| Liberty One Investment Management LLC
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| CRD # | 304290 |
| SEC # | 801-116826 |
| CIK # | 0001807328 |
| AUM | 1,052.1 M (2026-03-14) |
| Employees | 20 (95% Investors, 10% Brokers) |
| Phone | 847-680-9255 |
| Address | 1509 N Milwaukee Ave Libertyville, IL 60048 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001807328 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Johnson & Johnson | 38.2 | ||
| Cardinal Health Inc | 35.2 | ||
| Northrop Grumman Corp /DE/ | 31.6 | ||
| Alliant Energy Corp | 31.0 | ||
| Duke Energy Corp | 30.4 | ||
| Coca Cola Co | 30.1 | ||
| Kroger Co | 29.8 | ||
| AT&T Inc | 29.6 | ||
| Southern Co | 29.4 | ||
| Lilly Eli & Co | 29.1 | ||
| McDonalds Corp | 28.1 | ||
| McKesson Corp | 25.4 | ||
| Ace Ltd | 25.2 | ||
| Procter & Gamble Co | 25.0 | ||
| Caseys General Stores Inc | 23.8 | ||
| Microsoft Corp | 23.5 | ||
| Waste Management Inc | 23.2 | ||
| UnitedHealth Group Inc | 22.7 | ||
| Motorola Inc | 20.7 | ||
| Republic Services Inc | 20.6 | ||
| Rentokil Initial PLC /FI | 19.7 | ||
| Lamb Weston Holdings Inc | 16.7 | ||
| Sysco Corp | 15.3 | ||
| Kraft Foods Inc | 15.0 | ||
| Alphabet Inc | 12.2 | ||
| Broadcom Inc | 11.5 | ||
| Caterpillar Inc | 8.0 | ||
| Entergy Corp /DE/ | 7.6 | ||
| United Technologies Corp /DE/ | 7.1 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 0.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 7 | 1.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6,469 | 1.1 |
| By Discretionary | ||
| Discretionary | 6,469 | 1.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,469 | 1.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.1 | |
| Total | 6,469 | 1.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001807328] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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