LIBERTY ONE INVESTMENT MANAGEMENT, LLC Q3 2020 Filing

Filed November 3, 2020

Portfolio Value

$488.9M

Holdings

135

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (135 positions)

#StockSharesValue% PortfolioType
1
MCDMCDONALDS CORP
92,631$20.3M4.16%
2
JNJJOHNSON & JOHNSON
124,078$18.5M3.78%
3
KMBKIMBERLY CLARK CORP
124,963$18.5M3.77%
4
HRLHORMEL FOODS CORP
375,671$18.4M3.76%
5
MMM3M CO
111,118$17.8M3.64%
6
LNTALLIANT ENERGY CORP
341,393$17.6M3.61%
7
PEPPEPSICO INC
123,107$17.1M3.49%
8
SOSOUTHERN CO
310,654$16.8M3.44%
9
KDPKEURIG DR PEPPER INC
608,425$16.8M3.43%
10
MCXMCCORMICK & CO INC
86,055$16.7M3.42%
11
PGPROCTER & GAMBLE CO
118,848$16.5M3.38%
12
CLXCLOROX CO DEL
76,896$16.2M3.31%
13
TAT&T INC
544,536$15.5M3.18%
14
LLYLILLY ELI & CO
102,442$15.2M3.10%
15
DUKDUKE ENERGY CORP NEW
166,048$14.7M3.01%
16
PFEPFIZER INC
399,146$14.6M3.00%
17
KOCOCA COLA CO
290,725$14.4M2.94%
18
SYYSYSCO CORP
230,109$14.3M2.93%
19
RSGREPUBLIC SVCS INC
152,821$14.3M2.92%
20
MDLZMONDELEZ INTL INC
247,640$14.2M2.91%
21
WMWASTE MGMT INC DEL
119,603$13.5M2.77%
22
CAHCARDINAL HEALTH INC
281,927$13.2M2.71%
23
KELKELLOGG CO
169,375$10.9M2.24%
24
BACVERIZON COMMUNICATIONS INC
176,993$10.5M2.15%
25
SBUXSTARBUCKS CORP
84,562$7.3M1.49%
26
NWENORTHWESTERN CORP
106,116$5.2M1.06%
27
AAPLAPPLE INC
25,556$3.0M0.61%
28
AMZNAMAZON COM INC
792$2.5M0.51%
29
SPHQINVESCO EXCHANGE TRADED FD T
63,333$2.4M0.50%
30
SPGPINVESCO EXCHANGE TRADED FD T
39,880$2.4M0.49%
31
XLVSELECT SECTOR SPDR TR
22,484$2.4M0.49%
32
NOBLPROSHARES TR
32,734$2.4M0.48%
33
SPLVINVESCO EXCHANGE TRADED FD T
42,742$2.3M0.47%
34
RSPUINVESCO EXCHANGE TRADED FD T
23,471$2.2M0.45%
35
SDYSPDR SERIES TRUST
23,294$2.2M0.44%
36
CLCOLGATE PALMOLIVE CO
27,419$2.1M0.43%
37
XMLVINVESCO EXCHANGE TRADED FD T
49,720$2.1M0.42%
38
RTXRAYTHEON TECHNOLOGIES CORP
30,005$1.7M0.35%
39
MSFTMICROSOFT CORP
7,940$1.7M0.34%
40
VDCVANGUARD WORLD FDS
10,187$1.7M0.34%
41
DEDEERE & CO
7,313$1.6M0.33%
42
PLDPROLOGIS INC
14,788$1.5M0.30%
43
HDHOME DEPOT INC
5,341$1.5M0.30%
44
COSTCOSTCO WHSL CORP NEW
4,079$1.4M0.30%
45
WMTWALMART INC
10,323$1.4M0.30%
46
AMGNAMGEN INC
5,633$1.4M0.29%
47
TXNTEXAS INSTRS INC
9,908$1.4M0.29%
48
UNHUNITEDHEALTH GROUP INC
4,435$1.4M0.28%
49
CATCATERPILLAR INC DEL
9,229$1.4M0.28%
50
BLKCHFBLACKROCK INC
2,437$1.4M0.28%
51
HSYHERSHEY CO
8,946$1.3M0.26%
52
MDTMEDTRONIC PLC
12,239$1.3M0.26%
53
OREALTY INCOME CORP
20,912$1.3M0.26%
54
MRKMERCK & CO INC
15,070$1.3M0.26%
55
TJXTJX COS INC NEW
22,106$1.2M0.25%
56
GSGOLDMAN SACHS GROUP INC
5,944$1.2M0.24%
57
BAXBAXTER INTL INC
14,775$1.2M0.24%
58
ELVANTHEM INC
4,423$1.2M0.24%
59
HRUSDHEALTHCARE RLTY TR
39,205$1.2M0.24%
60
SPEMSPDR INDEX SHS FDS
31,473$1.2M0.24%
61
INTCINTEL CORP
22,192$1.1M0.23%
62
HTAEURHEALTHCARE TR AMER INC
43,982$1.1M0.23%
63
HONHONEYWELL INTL INC
6,838$1.1M0.23%
64
NEENEXTERA ENERGY INC
4,032$1.1M0.23%
65
JPMJPMORGAN CHASE & CO
11,371$1.1M0.22%
66
RUNSUNRUN INC
13,896$1.1M0.22%
67
DREUSDDUKE REALTY CORP
29,008$1.1M0.22%
68
XTLSPDR SERIES TRUST
15,790$1.1M0.22%
69
TRVTRAVELERS COMPANIES INC
9,847$1.1M0.22%
70
SEDGSOLAREDGE TECHNOLOGIES INC
4,422$1.1M0.22%
71
AFLAFLAC INC
28,656$1.0M0.21%
72
ULUNILEVER PLC
15,472$954K0.20%
73
GOOSCANADA GOOSE HLDGS INC
29,458$948K0.19%
74
DDOMINION ENERGY INC
11,746$927K0.19%
75
BCEBCE INC
22,025$913K0.19%
76
CVXCHEVRON CORP NEW
12,356$890K0.18%
77
PHMPULTE GROUP INC
19,093$884K0.18%
78
BABAALIBABA GROUP HLDG LTD
2,891$850K0.17%
79
LULULULULEMON ATHLETICA INC
2,581$850K0.17%
80
NGGNATIONAL GRID PLC
14,639$846K0.17%
81
SAMBOSTON BEER INC
941$831K0.17%
82
ISRGINTUITIVE SURGICAL INC
1,148$815K0.17%
83
TENBTENABLE HLDGS INC
21,472$811K0.17%
84
ALLYALLY FINL INC
32,331$811K0.17%
85
WTRGESSENTIAL UTILS INC
20,109$809K0.17%
86
SNASNAP ON INC
5,471$805K0.16%
87
SWXSOUTHWEST GAS HOLDINGS INC
12,681$800K0.16%
88
SRCLSTERICYCLE INC
12,611$795K0.16%
89
ONON SEMICONDUCTOR CORP
36,437$790K0.16%
90
TMUST MOBILE US INC
6,895$789K0.16%
91
GOOGALPHABET INC
533$783K0.16%
92
VVISA INC
3,915$783K0.16%
93
VNQIVANGUARD INTL EQUITY INDEX F
16,094$782K0.16%
94
ENVUSDENVESTNET INC
10,103$780K0.16%
95
IQVIQVIA HLDGS INC
4,895$772K0.16%
96
NVSNNOVARTIS A G
8,847$769K0.16%
97
IDIINTERDIGITAL INC
13,436$767K0.16%
98
COLDAMERICOLD RLTY TR
21,266$760K0.16%
99
INGRINGREDION INC
9,831$744K0.15%
100
LNGCHENIERE ENERGY INC
16,048$743K0.15%
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