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Liberty One Investment Management, LLC

All holdings · as of Dec 31, 2025

145 positions

CompanyClassValueShares% of portfolio
Axon Enterprise Inc—$17.0K300.0%
Tradeweb Markets Inc.—$17.2K1600.0%
OCCIDENTAL PETROLEUM CORP /DE—$18.8K4580.0%
Netflix Inc—$19.0K2030.0%
PROGRESSIVE CORP/OH—$19.1K840.0%
Elevance Health Inc—$20.9K600.0%
S&P Global Inc.—$21.5K410.0%
Constellation Energy Corp—$25.5K720.0%
ISHARES TR—$119.8K1,1690.0%
INVESCO QQQ TR—$120.2K1960.0%
GOLDMAN SACHS ETF TR—$121.1K9150.0%
ISHARES TR—$121.9K7260.0%
ROBLOX Corp—$151.8K1,8740.0%
ServiceNow Inc—$167.7K1,0950.0%
Cloudflare, Inc.—$177.8K9020.0%
AppLovin Corp—$178.6K2650.0%
Vertiv Holdings Co—$179.0K1,1050.0%
Snowflake Inc.—$187.1K8530.0%
Palantir Technologies Inc—$187.7K1,0560.0%
CASELLA WASTE SYSTEMS INC—$188.0K1,9200.0%
Post Holdings, Inc.—$188.6K1,9040.0%
Comfort Systems USA Inc—$190.5K2040.0%
United Airlines Holdings Inc—$205.3K1,8360.0%
NUCOR CORP—$233.5K1,4320.0%
Lululemon Athletica Inc—$237.1K1,1410.0%
ISHARES TR—$396.9K4,1220.1%
BANCFIRST CORP /OK—$471.7K4,4490.1%
MercadoLibre, Inc.—$477.4K2370.1%
Cheniere Energy, Inc.—$479.1K2,4650.1%
CADENCE DESIGN SYSTEMS INC—$520.1K1,6640.1%
elf Beauty Inc—$545.7K7,1770.1%
WP Carey Inc—$556.5K8,6470.1%
Visa Inc—$563.3K1,6060.1%
VANGUARD INTL EQUITY INDEX F—$572.0K12,4790.1%
DOMINION ENERGY, INC—$581.9K9,9320.1%
Snap-on Inc—$582.3K1,6900.1%
REINSURANCE GROUP OF AMERICA INC—$589.4K2,8970.1%
Sea Ltd—$590.5K4,6290.1%
NATIONAL GRID PLC—$595.7K7,7020.1%
Salesforce Inc—$613.0K2,3140.1%
NOVARTIS AG—$619.1K4,4910.1%
Alibaba Group Holding LtdBABAADR$627.5K4,2810.1%
Kratos Defense & Security Solutions Inc—$643.9K8,4820.1%
IQVIA HOLDINGS INC.—$653.0K2,8970.1%
Intuitive Surgical Inc—$658.1K1,1620.1%
Uber Technologies, Inc—$658.8K8,0630.1%
UBS GROUP AG—$671.5K14,5000.1%
CAVA GROUP, INC.—$693.0K11,8070.1%
TWILIO INC—$725.6K5,1010.1%
SPOTIFY TECHNOLOGY S A—$743.3K1,2800.1%
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