Liberty-One-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "KTOS",
  "HUM",
  "SNOW",
  null,
  "BABA",
  null,
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "DUK",
  "D",
  null,
  "GILD",
  "HON",
  "HD",
  "MCD",
  "INTU",
  null,
  null,
  "ISRG",
  "INGR",
  null,
  null,
  null,
  "IQV",
  null,
  "MDT",
  "MSFT",
  "MDLZ",
  "TMUS",
  "ELF",
  "NVS",
  "OXY",
  "HSY",
  "KR",
  "PEP",
  "PGR",
  "UNH",
  "AAPL",
  "GS",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "SPGI",
  "NOW",
  "O",
  "SNA",
  "RTX",
  null,
  "RSG",
  "STLD",
  "SNPS",
  "TXN",
  "TJX",
  "TW",
  "TWLO",
  "TRV",
  "TSN",
  "UBS",
  "UAL",
  "UL",
  "HR",
  null,
  "NGG",
  "NTNX",
  "SKX",
  "TSM",
  null,
  "ETR",
  "VRT",
  "SWX",
  "SSB",
  "AFL",
  "AXON",
  "AMD",
  "SDY",
  "WM",
  "GSLC",
  "CAH",
  "AMZN",
  null,
  null,
  "DOX",
  "SG",
  "RGA",
  "DKNG",
  "VNQI",
  "V",
  "VICI",
  "WMT",
  "WPC",
  "IUSG",
  "LNT",
  "ESTC",
  "POST",
  "FR",
  "SCHD",
  "LW",
  "KDP",
  "SO",
  "CRM",
  "RBLX",
  null,
  "S",
  "SYY",
  null,
  "LNTH",
  "IUSV",
  "CHWY",
  "MELI",
  "EXR",
  "NUE",
  "LULU",
  "BANF",
  "BAX",
  "BURL",
  "CDNS",
  "CWST",
  "CAVA",
  "CASY",
  "CVX",
  "LNG",
  "NET",
  "CLX",
  "KO",
  "CL",
  "CEG",
  "CPRT",
  "COST",
  "CRWD",
  "DE",
  "DPZ",
  "NEE",
  "QQQ",
  "ELV",
  "GOOG",
  "JNJ",
  "LLY",
  "PLD",
  "NFLX",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 146
Total Value: 988347934
Accession Number: 0001398344-25-008075
Form Type: 13F-HR
CIK: liberty-one-investment-management
Manager Name: Liberty-One-Investment-Management

Data Enrichment

89% identified

130 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

146 positions • $988.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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NUCOR CORP

NUE|670346105

Shares:3.3K

Value:$396.5K

% of Portfolio:0.0% ($396.5K/$988.3M)

Tradeweb Markets Inc.

TW|892672106

Shares:2.7K

Value:$395.6K

% of Portfolio:0.0% ($395.6K/$988.3M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:1.4K

Value:$394.4K

% of Portfolio:0.0% ($394.4K/$988.3M)

NETFLIX INC

NFLX|64110L106

Shares:422

Value:$393.5K

% of Portfolio:0.0% ($393.5K/$988.3M)

T-Mobile US, Inc.

TMUS|872590104

Shares:1.3K

Value:$347.8K

% of Portfolio:0.0% ($347.8K/$988.3M)

S&P Global Inc.

SPGI|78409V104

Shares:663

Value:$336.9K

% of Portfolio:0.0% ($336.9K/$988.3M)

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:5.7K

Value:$280.6K

% of Portfolio:0.0% ($280.6K/$988.3M)

ServiceNow, Inc.

NOW|81762P102

Shares:334

Value:$265.9K

% of Portfolio:0.0% ($265.9K/$988.3M)

AXON ENTERPRISE, INC.

AXON|05464C101

Shares:496

Value:$260.9K

% of Portfolio:0.0% ($260.9K/$988.3M)

Roblox Corp

RBLX|771049103

Shares:4.4K

Value:$254.9K

% of Portfolio:0.0% ($254.9K/$988.3M)

Cloudflare, Inc.

NET|18915M107

Shares:2.2K

Value:$245.1K

% of Portfolio:0.0% ($245.1K/$988.3M)

Chewy, Inc.

CHWY|16679L109

Shares:7.1K

Value:$229.2K

% of Portfolio:0.0% ($229.2K/$988.3M)

Constellation Energy Corp

CEG|21037T109

Shares:1.1K

Value:$220.9K

% of Portfolio:0.0% ($220.9K/$988.3M)

Nutanix, Inc.

NTNX|67059N108

Shares:3.1K

Value:$216.7K

% of Portfolio:0.0% ($216.7K/$988.3M)

Post Holdings, Inc.

POST|737446104

Shares:1.8K

Value:$203.7K

% of Portfolio:0.0% ($203.7K/$988.3M)

CASELLA WASTE SYSTEMS INC

CWST|147448104

Shares:1.8K

Value:$203.2K

% of Portfolio:0.0% ($203.2K/$988.3M)

United Airlines Holdings, Inc.

UAL|910047109

Shares:2.9K

Value:$198.9K

% of Portfolio:0.0% ($198.9K/$988.3M)

Snowflake Inc.

SNOW|833445109

Shares:1.3K

Value:$192.8K

% of Portfolio:0.0% ($192.8K/$988.3M)

COPART INC

CPRT|217204106

Shares:3.4K

Value:$192.6K

% of Portfolio:0.0% ($192.6K/$988.3M)

SKECHERS USA INC

SKX|830566105

Shares:3.0K

Value:$171.6K

% of Portfolio:0.0% ($171.6K/$988.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NUCOR CORP(NUEcusip670346105)	3.3K	QoQ +22.21% (+599) YoY +85.11% (+1.5K)	All Managers (Combined)	$396.5K	0.0% ($396.5K/$988.3M)	QoQ +26.02% (+$81.9K) YoY +12.58% (+$44.3K)
Tradeweb Markets Inc.(TWcusip892672106)	2.7K	QoQ +8.02% (+198) YoY +112.35% (+1.4K)	All Managers (Combined)	$395.6K	0.0% ($395.6K/$988.3M)	QoQ +22.50% (+$72.7K) YoY +202.73% (+$265.0K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	1.4K	QoQ +6.98% (+91) YoY +101.73% (+703)	All Managers (Combined)	$394.4K	0.0% ($394.4K/$988.3M)	QoQ +26.31% (+$82.2K) YoY +175.99% (+$251.5K)
NETFLIX INC(NFLXcusip64110L106)	422	QoQ +1.19% (+5) YoY +89.23% (+199)	All Managers (Combined)	$393.5K	0.0% ($393.5K/$988.3M)	QoQ +5.87% (+$21.8K) YoY +190.56% (+$258.1K)
T-Mobile US, Inc.(TMUScusip872590104)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$347.8K	0.0% ($347.8K/$988.3M)	QoQ NEW(+$347.8K) YoY NEW(+$347.8K)
S&P Global Inc.(SPGIcusip78409V104)	663	QoQ +8.68% (+53) YoY +127.83% (+372)	All Managers (Combined)	$336.9K	0.0% ($336.9K/$988.3M)	QoQ +10.90% (+$33.1K) YoY +171.87% (+$213.0K)
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	5.7K	QoQ +19.18% (+915) YoY +165.40% (+3.5K)	All Managers (Combined)	$280.6K	0.0% ($280.6K/$988.3M)	QoQ +19.06% (+$44.9K) YoY +101.59% (+$141.4K)
ServiceNow, Inc.(NOWcusip81762P102)	334	QoQ +13.22% (-39) YoY -13.47% (-52)	All Managers (Combined)	$265.9K	0.0% ($265.9K/$988.3M)	QoQ -14.97% (-$46.8K) YoY -9.64% (-$28.4K)
AXON ENTERPRISE, INC.(AXONcusip05464C101)	496	QoQ NEW(+496) YoY NEW(+496)	All Managers (Combined)	$260.9K	0.0% ($260.9K/$988.3M)	QoQ NEW(+$260.9K) YoY NEW(+$260.9K)
Roblox Corp(RBLXcusip771049103)	4.4K	QoQ +2.72% (+116) YoY -14.92% (-767)	All Managers (Combined)	$254.9K	0.0% ($254.9K/$988.3M)	QoQ +3.48% (+$8.6K) YoY +29.88% (-$58.7K)
Cloudflare, Inc.(NETcusip18915M107)	2.2K	QoQ +2.25% (+48) YoY -6.65% (-155)	All Managers (Combined)	$245.1K	0.0% ($245.1K/$988.3M)	QoQ +7.01% (+$16.1K) YoY +8.63% (-$19.5K)
Chewy, Inc.(CHWYcusip16679L109)	7.1K	QoQ +4.66% (+314) YoY -45.69% (-5.9K)	All Managers (Combined)	$229.2K	0.0% ($229.2K/$988.3M)	QoQ +1.59% (+$3.6K) YoY +10.95% (-$22.6K)
Constellation Energy Corp(CEGcusip21037T109)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$220.9K	0.0% ($220.9K/$988.3M)	QoQ NEW(+$220.9K) YoY NEW(+$220.9K)
Nutanix, Inc.(NTNXcusip67059N108)	3.1K	QoQ +10.85% (+304) YoY -11.74% (-413)	All Managers (Combined)	$216.7K	0.0% ($216.7K/$988.3M)	QoQ +26.49% (+$45.4K) YoY -0.17% (-$379)
Post Holdings, Inc.(POSTcusip737446104)	1.8K	QoQ +14.89% (+227) YoY NEW(+1.8K)	All Managers (Combined)	$203.7K	0.0% ($203.7K/$988.3M)	QoQ +16.80% (+$29.3K) YoY NEW(+$203.7K)
CASELLA WASTE SYSTEMS INC(CWSTcusip147448104)	1.8K	QoQ +12.19% (+198) YoY NEW(+1.8K)	All Managers (Combined)	$203.2K	0.0% ($203.2K/$988.3M)	QoQ +18.23% (+$31.3K) YoY NEW(+$203.2K)
United Airlines Holdings, Inc.(UALcusip910047109)	2.9K	QoQ +1.08% (-31) YoY -37.73% (-1.7K)	All Managers (Combined)	$198.9K	0.0% ($198.9K/$988.3M)	QoQ -28.11% (-$77.8K) YoY -10.20% (-$22.6K)
Snowflake Inc.(SNOWcusip833445109)	1.3K	QoQ +7.76% (+95) YoY +0.53% (-7)	All Managers (Combined)	$192.8K	0.0% ($192.8K/$988.3M)	QoQ +2.00% (+$3.8K) YoY -9.07% (-$19.2K)
COPART INC(CPRTcusip217204106)	3.4K	QoQ +14.84% (+440) YoY -12.85% (-502)	All Managers (Combined)	$192.6K	0.0% ($192.6K/$988.3M)	QoQ +13.24% (+$22.5K) YoY -14.85% (-$33.6K)
SKECHERS USA INC(SKXcusip830566105)	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$171.6K	0.0% ($171.6K/$988.3M)	QoQ NEW(+$171.6K) YoY NEW(+$171.6K)