Long-term investor
Liberty One Investment Management, LLC @libertyoneinvestmentmana
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001807328).
Record
- Tracked since 2025-06-30 (431 days), 112 trades recorded
- Returns: week n/a · month n/a · 90 days +2.0% · 6 months +6.7% · 1 year +9.8% · all +9.8%
- Max drawdown 0.0% · Sharpe 1.02 · win rate 33% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- LLY · 3.6% · long · since 2025-06-30
- UNH · 3.6% · long · since 2025-06-30
- CAH · 3.4% · long · since 2025-06-30
- JNJ · 3.3% · long · since 2025-06-30
- KO · 3.1% · long · since 2025-06-30
- LNT · 3.1% · long · since 2025-06-30
- SO · 3.0% · long · since 2025-06-30
- DUK · 2.9% · long · since 2025-06-30
- MSFT · 2.8% · long · since 2025-06-30
- PG · 2.8% · long · since 2025-06-30
- MCD · 2.6% · long · since 2025-06-30
- CB · 2.5% · long · since 2025-09-30
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