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Liberty One Investment Management, LLC

CIK:0001807328
Investment Adviser
$2B AUM
145 holdings
Libertyville, IL, United States
Founded:2019
19 employees
Latest filing:Jun 30, 2025

Liberty One Investment Management, LLC is a registered investment adviser headquartered in Libertyville, Illinois. Founded in 2019, the firm is structured as a limited liability company and primarily operates as an investment adviser to clients, also serving as a sub-adviser, wrap program manager, and portfolio model provider for investment advisers, broker dealers, and financial institutions. Liberty One employs approximately 18-19 people and is led by principal owner Roch R. Tranel. They focus on providing portfolio management services, both discretionary and non-discretionary, to institutions and other advisers.

Investment Strategy

Liberty One Investment Management provides discretionary and, in limited cases, non-discretionary portfolio management, acting both as a primary adviser to end clients and as a sub-adviser or model provider for financial institutions. The firm is focused on designing investment allocations for advisors to implement with their clients, aiming for diversified, thoughtful exposure across equities and other asset classes. Their approach integrates both strategic and tactical asset management techniques, serving sophisticated allocators including advisers, broker-dealers, and other financial service providers.

Top Buys
M
MSFTMICROSOFT CORP
+$6.6M
L
LWLAMB WESTON HLDGS INC
+$4.8M
K
KRKROGER CO
+$2.3M
L
LMTLOCKHEED MARTIN CORP
+$2.1M
P
PFEPFIZER INC
+$1.8M
Top Sells
U
UNHUNITEDHEALTH GROUP INC
-$3.8M
L
LNTALLIANT ENERGY CORP
-$3.6M
R
RSGREPUBLIC SVCS INC
-$2.9M
M
MCDMCDONALDS CORP
-$2.8M
C
CLXCLOROX CO DEL
-$2.7M

Top Holdings

C
CAHCARDINAL HEALTH INC
+3.7%$36.1M
K
KRKROGER CO
+3.4%$33.3M
S
SOSOUTHERN CO
+3.3%$32.4M
K
KOCOCA COLA CO
+3.2%$32.0M
D
DUKDUKE ENERGY CORP NEW
+3.2%$32.0M

Equity Positions (144)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
C
CAH
CARDINAL HEALTH INC3.66%$36.1M215,125$53.93$168.00-$162.3K
K
KR
KROGER CO3.36%$33.3M463,607$67.75$71.73+$2.3M
S
SO
SOUTHERN CO3.27%$32.4M352,336$64.36$91.83-$1.4M
K
KO
COCA COLA CO3.24%$32.0M452,056$56.34$70.75-$1.3M
D
DUK
DUKE ENERGY CORP NEW3.23%$32.0M270,880$93.30$118.00-$2.1M

Industry Allocation

PHARMACEUTICAL PREPARATIONS
+9.5%
BEVERAGES
+6.5%
ELECTRIC & OTHER SERVICES COMBINED
+6.4%
REFUSE SYSTEMS
+5.4%
ELECTRIC SERVICES
+4.6%