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Nick Ng

Liberty One Investment Management, Llc

Assets Managed
$969.978M
Holdings
154
Last Quarter
2026 - Q1
Filed Date
28d ago
Growth Rate
23.94%(2Q avg: -16.02%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Liberty One Investment Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 154 positions.

Assets under management

The assets under management (AUM) of Liberty One Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 969.978M in assets, with a quarterly growth rate of 23.94% and a 2-quarter average growth rate of -16.02%. The portfolio is managed by Nick Ng, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JNJ
Johnson & Johnson
Recent Activity
Increased 8.46%
3.94%
$38.155M
156,093 shares@ $244.45 avg price
CAH
Cardinal Health Inc
Recent Activity
Increased 8.17%
3.63%
$35.172M
166,448 shares@ $211.31 avg price
NOC
Northrop Grumman Corp
Recent Activity
Increased 13.93%
3.26%
$31.578M
46,285 shares@ $682.25 avg price
LNT
Alliant Energy Corp
Recent Activity
Increased 12.49%
3.2%
$31.009M
432,119 shares@ $71.76 avg price
DUK
Duke Energy Corp
Recent Activity
Increased 13.18%
3.14%
$30.38M
232,015 shares@ $130.94 avg price
KO
Coca-cola Co The
Recent Activity
Increased 12.35%
3.11%
$30.143M
396,359 shares@ $76.06 avg price
KR
Kroger Co
Recent Activity
Increased 14.42%
3.07%
$29.761M
411,289 shares@ $72.36 avg price
T
At&t Inc
Recent Activity
Increased 14.56%
3.06%
$29.588M
1.021M shares@ $29.0 avg price
SO
Southern Co The
Recent Activity
Increased 13.61%
3.03%
$29.372M
304,312 shares@ $96.53 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 21.82%
3.01%
$29.105M
31,643 shares@ $919.79 avg price

1-10 of 154