LIBERTY ONE INVESTMENT MANAGEMENT, LLC

RIA/Wealth

LIBERTY ONE INVESTMENT MANAGEMENT, LLC is a RIA/Wealth based in Libertyville, IL led by Roch Richard Tranel, reporting $2.4B in AUM as of Q3 2025 with JNJ as the largest holding (4% allocation).

CEORoch Richard Tranel

Portfolio Value: $1.8B
Positions: 143
Top Holding: JNJ at 3.83%
Last Reported: Q3 2025

Address1509 N. Milwaukee Ave., Libertyville, IL, 60048, United States

Top Holdings

Largest long holdings in LIBERTY ONE INVESTMENT MANAGEMENT, LLC's portfolio (35.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Johnson & Johnson JNJ	Drug Manufacturers - General Healthcare	$68.0M	3.83%	+$31.0M Bought	0.02% 366.8K shares	Q4 2019 Held for 5y 11m
2 Cardinal Health CAH	Medical - Distribution Healthcare	$67.9M	3.82%	+$34.2M Bought	0.18% 433.0K shares	Q4 2019 Held for 5y 11m
3 Alliant Energy LNT	Regulated Electric Utilities	$66.4M	3.73%	+$31.8M Bought	0.38% 984.8K shares	Q4 2019 Held for 5y 11m
4 Southern Company SO	Regulated Electric Utilities	$65.0M	3.66%	+$31.6M Bought	0.06% 685.8K shares	Q4 2019 Held for 5y 11m
5 Duke Energy DUK	Regulated Electric Utilities	$64.6M	3.63%	+$31.1M Bought	0.07% 522.1K shares	Q4 2019 Held for 5y 11m
6 McDonald's MCD	Restaurants Consumer Cyclical	$60.4M	3.40%	+$28.9M Bought	0.03% 198.7K shares	Q4 2019 Held for 5y 11m
7 Northrop Grumman NOC	Aerospace & Defense Industrials	$60.1M	3.38%	+$60.1M New	0.07% 98.6K shares	Q3 2025 Held for 2 months
8 Eli Lilly LLY	Drug Manufacturers - General Healthcare	$58.5M	3.29%	+$29.9M Bought	0.01% 76.7K shares	Q4 2019 Held for 5y 11m
9 Coca-Cola KO	Beverages - Non-Alcoholic Consumer Defensive	$58.1M	3.26%	+$28.1M Bought	0.02% 875.1K shares	Q4 2019 Held for 5y 11m
10 Kroger KR	Grocery Stores Consumer Defensive	$57.8M	3.25%	+$26.6M Bought	0.13% 857.7K shares	Q1 2023 Held for 2y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in LIBERTY ONE INVESTMENT MANAGEMENT, LLC's latest filing

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Market Value

$1.8B

Prior: $988.5M

Q/Q Change

+79.91%

+$789.9M

Net Flows % of MV

+42.98%

Turnover Ratio

29.14%

New Purchases

10 stocks

$264.8M

Added To

110 stocks

+$635.6M

Sold Out Of

12 stocks

$134.0M

Reduced Holdings

23 stocks

-$2.1M

Increased Positions

Position	Shares Δ	Change
1 Northrop Grumman NOC	New	0 → 98.6K +$60.1M
2 Chubb CB	New	0 → 181.4K +$51.2M
3 McKesson MCK	New	0 → 65.7K +$50.8M
4 Motorola Solutions, Inc. MSI	New	0 → 106.2K +$48.6M
5 RTO Rentokil Initial RTO	New	0 → 1.6M +$39.9M

Decreased Positions

Position	Shares Δ	Change
1 Lockheed Martin LMT	Sold	64.9K → 0 −$30.1M
2 Pfizer PFE	Sold	1.2M → 0 −$29.7M
3 Clorox CLX	Sold	224.9K → 0 −$27.0M
4 Keurig Dr Pepper KDP	Sold	780.8K → 0 −$25.8M
5 Amdocs DOX	Sold	206.7K → 0 −$18.9M