Stock Taper

LIBERTY ONE INVESTMENT MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Comfort Systems USA, Inc.FIX255$505.92K
MercadoLibre, Inc.MELI425$721.39K
Axon Enterprise, Inc.AXON607$340.29K
S&P Global Inc.SPGI721$293.73K
AppLovin CorporationAPP824$424.55K
Elevance Health Inc.ELV1.01K$391.32K
Constellation Energy CorporationCEG1.16K$287.92K
Vertiv Holdings CoVRT1.41K$473.44K
The Progressive CorporationPGR1.54K$336.21K
Salesforce, Inc.CRM1.54K$241.47K
CME Group Inc.CME1.6K$354.03K
International Business Machines CorporationIBM1.67K$468.09K
Snap-on IncorporatedSNA1.89K$759.59K
Cadence Design Systems, Inc.CDNS1.92K$720.99K
Reddit, Inc.RDDT1.93K$335.7K
Lululemon Athletica Inc.LULU1.97K$225.05K
Cloudflare, Inc.NET1.99K$487.13K
Spotify Technology S.A.SPOT2.22K$1.02M
Intuitive Surgical, Inc.ISRG2.38K$945.28K
Taiwan Semiconductor Manufacturing Company LimitedTSM2.85K$1.36M