LIBERTY ONE INVESTMENT MANAGEMENT, LLC Q3 2021 Filing

Filed October 20, 2021

Portfolio Value

$585.8M

Holdings

143

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (143 positions)

#StockSharesValue% PortfolioType
101
PHMPULTE GROUP INC
20,045$920K0.16%
102
NVSNNOVARTIS A G
11,190$915K0.16%
103
RUNSUNRUN INC
18,051$794K0.14%
104
COLDAMERICOLD RLTY TR
26,845$780K0.13%
105
BABAALIBABA GROUP HLDG LTD
4,416$654K0.11%
106
DIAXNUVEEN DOW 30 DYN OVERWRITE
38,123$639K0.11%
107
XETYXEATON VANCE TX MGD DIV EQ IN
44,240$617K0.11%
108
SAMBOSTON BEER INC
1,075$548K0.09%
109
CRWDCROWDSTRIKE HLDGS INC
1,940$477K0.08%
110
SPGSIMON PPTY GROUP INC NEW
3,500$455K0.08%
111
CFGCITIZENS FINANCIAL GROUP INC
8,862$416K0.07%
112
NUENUCOR CORP
4,038$398K0.07%
113
TSMTAIWAN SEMICONDUCTOR MFG LTD
3,370$376K0.06%
114
SIVBEURSVB FINANCIAL GROUP
572$370K0.06%
115
LUVSOUTHWEST AIRLS CO
6,615$340K0.06%
116
DRIDARDEN RESTAURANTS INC
2,101$318K0.05%
117
AMATAPPLIED MATLS INC
2,464$317K0.05%
118
URIUNITED RENTALS INC
880$309K0.05%
119
SSENTINELONE INC
5,757$308K0.05%
120
LENLENNAR CORP
3,206$300K0.05%
121
NVEEUSDNV5 GLOBAL INC
2,981$294K0.05%
122
MLMMARTIN MARIETTA MATLS INC
821$281K0.05%
123
MTZMASTEC INC
3,036$262K0.04%
124
LTHM1EURLIVENT CORP
11,339$262K0.04%
125
NOWSERVICENOW INC
393$245K0.04%
126
ESTCELASTIC N V
1,634$243K0.04%
127
DKNG1USDDRAFTKINGS INC
4,865$234K0.04%
128
NTRNUTRIEN LTD
3,081$200K0.03%
129
PLTRPALANTIR TECHNOLOGIES INC
8,242$198K0.03%
130
CRSPCRISPR THERAPEUTICS AG
1,604$180K0.03%
131
TWLOTWILIO INC
550$175K0.03%
132
CHWYCHEWY INC
2,458$167K0.03%
133
TGTXTG THERAPEUTICS INC
4,697$156K0.03%
134
KRYSKRYSTAL BIOTECH INC
2,697$141K0.02%
135
MDGLMADRIGAL PHARMACEUTICALS INC
1,719$137K0.02%
136
LMTLOCKHEED MARTIN CORP
353$122K0.02%
137
IBRXIMMUNITYBIO INC
11,960$116K0.02%
138
WW6WW INTL INC
5,802$106K0.02%
139
TAT&T INC
3,830$103K0.02%
140
STNESTONECO LTD
2,911$101K0.02%
141
KELKELLOGG CO
518$33K0.01%
142
MCXMCCORMICK & CO INC
224$18K0.00%
143
FL9CVR ENERGY INC
805$13K0.00%
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