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 (470 days), 112 trades recorded
- Returns: week n/a · month n/a · 90 days -1.5% · 6 months -1.5% · 1 year -1.2% · all -1.2%
- Max drawdown n/a · data quality Good
- 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
- 842587107 · 3.0% · long · since 2025-06-30
- 26441C204 · 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