LIBERTY ONE INVESTMENT MANAGEMENT, LLC Q2 2020 Filing

Filed July 22, 2020

Portfolio Value

$446.3M

Holdings

135

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (135 positions)

#StockSharesValue% PortfolioType
1
HRLHORMEL FOODS CORP
367,021$17.7M3.97%
2
KMBKIMBERLY CLARK CORP
121,338$17.2M3.84%
3
CLXCLOROX CO DEL
77,719$17.0M3.82%
4
KDPKEURIG DR PEPPER INC
590,781$16.8M3.76%
5
JNJJOHNSON & JOHNSON
119,286$16.8M3.76%
6
LLYLILLY ELI & CO
101,867$16.7M3.75%
7
MCDMCDONALDS CORP
89,628$16.5M3.70%
8
MMM3M CO
104,978$16.4M3.67%
9
LNTALLIANT ENERGY CORP
325,829$15.6M3.49%
10
PEPPEPSICO INC
117,536$15.5M3.48%
11
MCXMCCORMICK & CO INC
86,063$15.4M3.46%
12
TAT&T INC
498,676$15.1M3.38%
13
SOSOUTHERN CO
288,791$15.0M3.36%
14
PGPROCTER & GAMBLE CO
115,984$13.9M3.11%
15
CAHCARDINAL HEALTH INC
264,871$13.8M3.10%
16
DUKDUKE ENERGY CORP NEW
153,892$12.3M2.75%
17
PFEPFIZER INC
375,630$12.3M2.75%
18
MDLZMONDELEZ INTL INC
237,187$12.1M2.72%
19
KOCOCA COLA CO
271,389$12.1M2.72%
20
RSGREPUBLIC SVCS INC
146,250$12.0M2.69%
21
WMWASTE MGMT INC DEL
113,275$12.0M2.69%
22
SYYSYSCO CORP
215,139$11.8M2.63%
23
KELKELLOGG CO
166,976$11.0M2.47%
24
BACVERIZON COMMUNICATIONS INC
172,741$9.5M2.13%
25
SBUXSTARBUCKS CORP
77,757$5.7M1.28%
26
NWENORTHWESTERN CORP
97,136$5.3M1.19%
27
AAPLAPPLE INC
7,167$2.6M0.59%
28
SPHQINVESCO EXCHANGE TRADED FD T
67,012$2.4M0.53%
29
AMZNAMAZON COM INC
851$2.3M0.53%
30
XLVSELECT SECTOR SPDR TR
23,305$2.3M0.52%
31
SPGPINVESCO EXCHANGE TRADED FD T
41,020$2.3M0.51%
32
NOBLPROSHARES TR
32,989$2.2M0.50%
33
SPLVINVESCO EXCHANGE TRADED FD T
42,844$2.1M0.48%
34
RSPUINVESCO EXCHANGE TRADED FD T
23,356$2.1M0.48%
35
SDYSPDR SERIES TRUST
23,031$2.1M0.47%
36
XMLVINVESCO EXCHANGE TRADED FD T
47,449$2.0M0.44%
37
CLCOLGATE PALMOLIVE CO
26,455$1.9M0.43%
38
MSFTMICROSOFT CORP
8,264$1.7M0.38%
39
RTXRAYTHEON TECHNOLOGIES CORP
25,940$1.6M0.36%
40
VDCVANGUARD WORLD FDS
10,544$1.6M0.35%
41
PLDPROLOGIS INC
15,079$1.4M0.32%
42
HDHOME DEPOT INC
5,492$1.4M0.31%
43
AMGNAMGEN INC
5,713$1.3M0.30%
44
BLKCHFBLACKROCK INC
2,470$1.3M0.30%
45
UNHUNITEDHEALTH GROUP INC
4,454$1.3M0.29%
46
COSTCOSTCO WHSL CORP NEW
4,179$1.3M0.28%
47
TXNTEXAS INSTRS INC
9,961$1.3M0.28%
48
INTCINTEL CORP
21,039$1.3M0.28%
49
WMTWALMART INC
10,479$1.3M0.28%
50
BAXBAXTER INTL INC
14,319$1.2M0.28%
51
OREALTY INCOME CORP
20,061$1.2M0.27%
52
DEDEERE & CO
7,307$1.1M0.26%
53
HSYHERSHEY CO
8,800$1.1M0.26%
54
CATCATERPILLAR INC DEL
8,989$1.1M0.25%
55
GSGOLDMAN SACHS GROUP INC
5,721$1.1M0.25%
56
MRKMERCK & CO INC
14,496$1.1M0.25%
57
XTLSPDR SERIES TRUST
15,884$1.1M0.25%
58
ELVANTHEM INC
4,161$1.1M0.25%
59
HTAEURHEALTHCARE TR AMER INC
41,269$1.1M0.25%
60
MDTMEDTRONIC PLC
11,763$1.1M0.24%
61
TJXTJX COS INC NEW
21,261$1.1M0.24%
62
SPEMSPDR INDEX SHS FDS
31,867$1.1M0.24%
63
HRUSDHEALTHCARE RLTY TR
36,271$1.1M0.24%
64
TRVTRAVELERS COMPANIES INC
9,129$1.0M0.23%
65
JPMJPMORGAN CHASE & CO
10,596$997K0.22%
66
CVXCHEVRON CORP NEW
10,818$965K0.22%
67
DREUSDDUKE REALTY CORP
26,715$945K0.21%
68
AFLAFLAC INC
25,531$920K0.21%
69
HONHONEYWELL INTL INC
6,148$889K0.20%
70
NEENEXTERA ENERGY INC
3,650$877K0.20%
71
ULUNILEVER PLC
15,983$877K0.20%
72
DDOMINION ENERGY INC
10,545$856K0.19%
73
BCEBCE INC
20,227$845K0.19%
74
RUNSUNRUN INC
39,065$770K0.17%
75
SAMBOSTON BEER INC
1,414$759K0.17%
76
NGGNATIONAL GRID PLC
12,274$746K0.17%
77
DIAXNUVEEN DOW 30 DYN OVERWRITE
54,257$738K0.17%
78
ONON SEMICONDUCTOR CORP
36,831$730K0.16%
79
COLDAMERICOLD RLTY TR
20,042$728K0.16%
80
UBSUBS GROUP AG
62,928$726K0.16%
81
RGNXREGENXBIO INC
19,705$726K0.16%
82
NVSNNOVARTIS A G
8,290$724K0.16%
83
TENBTENABLE HLDGS INC
24,257$723K0.16%
84
TMUST MOBILE US INC
6,925$721K0.16%
85
LNGCHENIERE ENERGY INC
14,873$719K0.16%
86
GOOGALPHABET INC
504$712K0.16%
87
LULULULULEMON ATHLETICA INC
2,270$708K0.16%
88
PHMPULTE GROUP INC
20,780$707K0.16%
89
SEDGSOLAREDGE TECHNOLOGIES INC
5,079$705K0.16%
90
IDIINTERDIGITAL INC
12,444$705K0.16%
91
ISRGINTUITIVE SURGICAL INC
1,237$705K0.16%
92
BABAALIBABA GROUP HLDG LTD
3,264$704K0.16%
93
ENVUSDENVESTNET INC
9,548$702K0.16%
94
IQVIQVIA HLDGS INC
4,949$702K0.16%
95
SWXSOUTHWEST GAS HOLDINGS INC
10,151$701K0.16%
96
VVISA INC
3,627$701K0.16%
97
INGRINGREDION INC
8,379$695K0.16%
98
ALLYALLY FINL INC
34,727$689K0.15%
99
XETYXEATON VANCE TX MGD DIV EQ IN
63,808$688K0.15%
100
SNASNAP ON INC
4,962$687K0.15%
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