LIBERTY ONE INVESTMENT MANAGEMENT, LLC Q2 2023 Filing

Filed August 4, 2023

Portfolio Value

$770.8M

Holdings

170

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (170 positions)

StockValue
ONON SEMICONDUCTOR CORP
$984K
ISRGINTUITIVE SURGICAL INC
$964K
SEDGSOLAREDGE TECHNOLOGIES INC
$941K
TWLOTWILIO INC
$933K
SNASNAP ON INC
$913K
INGRINGREDION INC
$898K
KTOSKRATOS DEFENSE & SEC SOLUTIO
$841K
NVSNNOVARTIS A G
$838K
COLDAMERICOLD RLTY TR
$837K
ULUNILEVER PLC
$837K
ENPHENPHASE ENERGY INC
$833K
VVISA INC
$833K
SAMBOSTON BEER INC
$826K
GOOGALPHABET INC
$820K
IQVIQVIA HLDGS INC
$813K
UBSUBS GROUP AG
$809K
LNGCHENIERE ENERGY INC
$805K
RGAEINSURANCE GRP OF AMERICA I
$787K
ENVUSDENVESTNET INC
$781K
NGGNATIONAL GRID PLC
$779K
TENBTENABLE HLDGS INC
$778K
VICIVICI PPTYS INC
$777K
SWXSOUTHWEST GAS HOLDINGS INC
$750K
GOOSCANADA GOOSE HLDGS INC
$740K
RGNXREGENXBIO INC
$734K
VNQIVANGUARD INTL EQUITY INDEX F
$728K
WTRGESSENTIAL UTILS INC
$726K
WPCWP CAREY INC
$702K
DDOMINION ENERGY INC
$701K
BABAALIBABA GROUP HLDG LTD
$683K
RUNSUNRUN INC
$649K
CFGCITIZENS FINANCIAL GROUP INC
$257K
NUENUCOR CORP
$236K
NVEEUSDNV5 GLOBAL INC
$222K
AMDADVANCED MICRO DEVICES INC
$219K
UALUNITED AIRLS HLDGS INC
$218K
CHWYCHEWY INC
$218K
NOWSERVICENOW INC
$218K
UPSTUPSTART HLDGS INC
$211K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$210K
CRSPCRISPR THERAPEUTICS AG
$204K
SNOWSNOWFLAKE INC
$202K
DOWDOW INC
$200K
IIPRINNOVATIVE INDL PPTYS INC
$192K
SSENTINELONE INC
$189K
AESAES CORP
$189K
STMSTMICROELECTRONICS N V
$150K
MDGLMADRIGAL PHARMACEUTICALS INC
$149K
PLTRPALANTIR TECHNOLOGIES INC
$148K
LTHM1EURLIVENT CORP
$147K
ESTCELASTIC N V
$143K
TMOTHERMO FISHER SCIENTIFIC INC
$141K
IBRXIMMUNITYBIO INC
$140K
APPSDIGITAL TURBINE INC
$131K
AVXLANAVEX LIFE SCIENCES CORP
$128K
XETYXEATON VANCE TX MGD DIV EQ IN
$100K
DIAXNUVEEN DOW 30 DYN OVERWRITE
$98K
NTRNUTRIEN LTD
$20K
MTZMASTEC INC
$18K
LENLENNAR CORP
$15K
MDBMONGODB INC
$13K
TGTXTG THERAPEUTICS INC
$11K
SPGSIMON PPTY GROUP INC NEW
$11K
KRYSKRYSTAL BIOTECH INC
$10K
TTDTHE TRADE DESK INC
$9K
CSGPCOSTAR GROUP INC
$9K
PNCPNC FINL SVCS GROUP INC
$9K
GNRCGENERAC HLDGS INC
$9K
SOFISOFI TECHNOLOGIES INC
$9K
ZSZSCALER INC
$9K
OSKOSHKOSH CORP
$8K
NETCLOUDFLARE INC
$8K
HDBHDFC BANK LTD
$7K
AWCAMERICAN WTR WKS CO INC NEW
$7K
KELKELLOGG CO
$7K
BEAMBEAM THERAPEUTICS INC
$7K
XYZBLOCK INC
$7K
BABOEING CO
$7K
IRDMIRIDIUM COMMUNICATIONS INC
$7K
PHMPULTE GROUP INC
$6K
TSCOTRACTOR SUPPLY CO
$6K
BIDUNBAIDU INC
$6K
KRKROGER CO
$6K
DYHTARGET CORP
$6K
IDIINTERDIGITAL INC
$5K
TRMBTRIMBLE INC
$5K
NVCRNOVOCURE LTD
$5K
SESEA LTD
$4K
TMUST MOBILE US INC
$4K
MCXMCCORMICK & CO INC
$2K
ALLYALLY FINL INC
$2K
SPGPINVESCO EXCHANGE TRADED FD T
$0
TSNTYSON FOODS INC
$0
TRVTRAVELERS COMPANIES INC
$0
SPHQINVESCO EXCHANGE TRADED FD T
$0
CAHCARDINAL HEALTH INC
$0
HDHOME DEPOT INC
$0
SPEMSPDR INDEX SHS FDS
$0
TXNTEXAS INSTRS INC
$0
BACVERIZON COMMUNICATIONS INC
$0
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