BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Holdings (Monthly) Guide ↗

Liberty All-Star Equity Fund

· Liberty All Star Equity Fund
Monthly Holdings $1.9B AUM 139 positions Period Mar 2026 Filed Jun 1, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Nvidia Corp 67066G104 Mar 2026 513,477 $89.6M 4.77% EC
2 Microsoft Corp 594918104 Mar 2026 184,452 $68.3M 3.63% EC
3 Alphabet Inc 02079K107 Mar 2026 204,554 $58.7M 3.12% EC
4 Amazon.com Inc 023135106 Mar 2026 210,508 $43.8M 2.33% EC
5 Broadcom Ltd 11135F101 Mar 2026 121,892 $37.7M 2.01% EC
6 Capital One Financial Corp 14040H105 Mar 2026 187,246 $34.2M 1.82% EC
7 State Street Institutional Us Government Money Market Fund 857492706 Mar 2026 33,577,972 $33.6M 1.79% STIV
8 Meta Platforms Inc 30303M102 Mar 2026 51,083 $29.2M 1.56% EC
9 Visa Inc 92826C839 Mar 2026 95,579 $28.9M 1.54% EC
10 Charles Schwab Corp/the 808513105 Mar 2026 300,451 $28.2M 1.50% EC
11 Fresenius Medical Care Ag 358029106 Mar 2026 1,125,292 $25.4M 1.35% EC
12 Booking Holdings Inc 09857L108 Mar 2026 5,436 $22.9M 1.22% EC
13 Wells Fargo & Co 949746101 Mar 2026 282,788 $22.5M 1.20% EC
14 Ferguson Enterprises Inc 31488V107 Mar 2026 89,069 $20.8M 1.11% EC
15 Accenture Plc G1151C101 Mar 2026 104,379 $20.7M 1.10% EC
16 Mastercard Inc 57636Q104 Mar 2026 41,009 $20.5M 1.09% EC
17 Ecolab Inc 278865100 Mar 2026 75,868 $20.2M 1.07% EC
18 Pnc Financial Services Group Inc/the 693475105 Mar 2026 96,285 $20.0M 1.07% EC
19 Aramark 03852U106 Mar 2026 491,611 $19.9M 1.06% EC
20 Cdw Corp/de 12514G108 Mar 2026 163,903 $19.8M 1.06% EC
21 Cvs Health Corp 126650100 Mar 2026 273,834 $19.7M 1.05% EC
22 Synopsys Inc 871607107 Mar 2026 48,397 $19.2M 1.02% EC
23 Avery Dennison Corp 053611109 Mar 2026 108,708 $18.8M 1.00% EC
24 Parker-hannifin Corp 701094104 Mar 2026 20,900 $18.7M 1.00% EC
25 S&p Global Inc 78409V104 Mar 2026 42,899 $18.2M 0.97% EC
26 Baxter International Inc 071813109 Mar 2026 1,082,862 $18.2M 0.97% EC
27 Yum! Brands Inc 988498101 Mar 2026 113,375 $17.6M 0.94% EC
28 Carrier Global Corp 14448C104 Mar 2026 307,834 $17.3M 0.92% EC
29 Waste Management Inc 94106L109 Mar 2026 75,249 $17.3M 0.92% EC
30 Becton Dickinson & Co 075887109 Mar 2026 108,169 $17.0M 0.91% EC
31 Citigroup Inc 172967424 Mar 2026 148,267 $16.8M 0.90% EC
32 Danaher Corp 235851102 Mar 2026 86,834 $16.5M 0.88% EC
33 Apple Inc 037833100 Mar 2026 64,870 $16.5M 0.88% EC
34 Humana Inc 444859102 Mar 2026 92,693 $16.1M 0.86% EC
35 Corteva Inc 22052L104 Mar 2026 181,900 $15.2M 0.81% EC
36 Bristol-myers Squibb Co 110122108 Mar 2026 246,566 $15.0M 0.80% EC
37 Medtronic Plc G5960L103 Mar 2026 171,431 $14.9M 0.79% EC
38 Lear Corp 521865204 Mar 2026 118,878 $14.4M 0.77% EC
39 Servicenow Inc 81762P102 Mar 2026 134,866 $14.1M 0.75% EC
40 Skyworks Solutions Inc 83088M102 Mar 2026 256,721 $13.7M 0.73% EC
41 Ppg Industries Inc 693506107 Mar 2026 128,530 $13.7M 0.73% EC
42 Magna International Inc 559222401 Mar 2026 245,534 $13.7M 0.73% EC
43 Metlife Inc 59156R108 Mar 2026 193,512 $13.7M 0.73% EC
44 Canadian Pacific Kansas City Ltd 13646K108 Mar 2026 172,746 $13.6M 0.72% EC
45 Allegion Plc G0176J109 Mar 2026 90,938 $13.2M 0.70% EC
46 Dow Inc 260557103 Mar 2026 314,549 $13.1M 0.70% EC
47 Berkshire Hathaway Inc 084670702 Mar 2026 26,877 $12.9M 0.69% EC
48 Shell Plc 780259305 Mar 2026 138,399 $12.9M 0.69% EC
49 Bank Of America Corp 060505104 Mar 2026 262,797 $12.8M 0.68% EC
50 Tyson Foods Inc 902494103 Mar 2026 199,466 $12.8M 0.68% EC
51 American Express Co 025816109 Mar 2026 42,073 $12.7M 0.68% EC
52 Costco Wholesale Corp 22160K105 Mar 2026 12,754 $12.7M 0.68% EC
53 Quest Diagnostics Inc 74834L100 Mar 2026 64,003 $12.5M 0.67% EC
54 Masco Corp 574599106 Mar 2026 205,979 $12.4M 0.66% EC
55 Arch Capital Group Ltd G0450A105 Mar 2026 128,106 $12.3M 0.65% EC
56 Global Payments Inc 37940X102 Mar 2026 181,644 $12.2M 0.65% EC
57 Asml Holding Nv N07059210 Mar 2026 9,224 $12.2M 0.65% EC
58 Corebridge Financial Inc 21871X109 Mar 2026 510,249 $12.2M 0.65% EC
59 Koninklijke Philips Nv 500472303 Mar 2026 437,878 $12.0M 0.64% EC
60 Cognizant Technology Solutions Corp 192446102 Mar 2026 192,775 $11.8M 0.63% EC
61 Dollar General Corp 256677105 Mar 2026 98,940 $11.7M 0.63% EC
62 Sysco Corp 871829107 Mar 2026 163,734 $11.7M 0.62% EC
63 Ww Grainger Inc 384802104 Mar 2026 10,536 $11.5M 0.61% EC
64 Unilever Plc 904767803 Mar 2026 199,593 $11.4M 0.61% EC
65 Martin Marietta Materials Inc 573284106 Mar 2026 18,800 $11.1M 0.59% EC
66 Sunbelt Rentals Holdings Inc 866966104 Mar 2026 167,500 $10.9M 0.58% EC
67 Netflix Inc 64110L106 Mar 2026 112,178 $10.8M 0.57% EC
68 Salesforce Inc 79466L302 Mar 2026 57,503 $10.7M 0.57% EC
69 Aon Plc G0403H108 Mar 2026 32,998 $10.7M 0.57% EC
70 Amdocs Ltd G02602103 Mar 2026 159,898 $10.4M 0.56% EC
71 Pfizer Inc 717081103 Mar 2026 367,153 $10.3M 0.55% EC
72 Amgen Inc 031162100 Mar 2026 29,100 $10.2M 0.54% EC
73 Dollar Tree Inc 256746108 Mar 2026 93,185 $10.2M 0.54% EC
74 Totalenergies Se F92124100 Mar 2026 111,900 $10.2M 0.54% EC
75 Progressive Corp/the 743315103 Mar 2026 51,301 $10.2M 0.54% EC
76 Motorola Solutions Inc 620076307 Mar 2026 22,800 $9.9M 0.53% EC
77 Ameriprise Financial Inc 03076C106 Mar 2026 21,900 $9.7M 0.52% EC
78 Us Bancorp 902973304 Mar 2026 184,500 $9.6M 0.51% EC
79 Verizon Communications Inc 92343V104 Mar 2026 190,600 $9.6M 0.51% EC
80 Mitsubishi Ufj Financial Group Inc 606822104 Mar 2026 558,000 $9.5M 0.50% EC
81 General Dynamics Corp 369550108 Mar 2026 27,100 $9.3M 0.50% EC
82 Chevron Corp 166764100 Mar 2026 44,641 $9.2M 0.49% EC
83 Intuitive Surgical Inc 46120E602 Mar 2026 19,993 $9.2M 0.49% EC
84 General Electric Co 369604301 Mar 2026 32,425 $9.2M 0.49% EC
85 Teledyne Technologies Inc 879360105 Mar 2026 15,100 $9.1M 0.49% EC
86 Arm Holdings Plc 042068205 Mar 2026 60,149 $9.1M 0.48% EC
87 Sony Group Corp 835699307 Mar 2026 439,500 $9.1M 0.48% EC
88 Eaton Corp Plc G29183103 Mar 2026 25,147 $9.0M 0.48% EC
89 Intuit Inc 461202103 Mar 2026 20,691 $8.9M 0.48% EC
90 Atmos Energy Corp 049560105 Mar 2026 48,000 $8.9M 0.47% EC
91 Xcel Energy Inc 98389B100 Mar 2026 110,700 $8.8M 0.47% EC
92 Coca-cola Co/the 191216100 Mar 2026 115,400 $8.8M 0.47% EC
93 Chipotle Mexican Grill Inc 169656105 Mar 2026 269,934 $8.6M 0.46% EC
94 Delta Air Lines Inc 247361702 Mar 2026 125,410 $8.3M 0.44% EC
95 Alphabet Inc 02079K305 Mar 2026 28,926 $8.3M 0.44% EC
96 Nov Inc 62955J103 Mar 2026 441,864 $8.3M 0.44% EC
97 Unitedhealth Group Inc 91324P102 Mar 2026 30,504 $8.3M 0.44% EC
98 O'reilly Automotive Inc 67103H107 Mar 2026 89,216 $8.2M 0.44% EC
99 American Water Works Co Inc 030420103 Mar 2026 59,900 $8.2M 0.43% EC
100 Ubs Group Ag H42097107 Mar 2026 205,179 $8.0M 0.43% EC
101 Crowdstrike Holdings Inc 22788C105 Mar 2026 20,437 $8.0M 0.42% EC
102 Merck & Co Inc 58933Y105 Mar 2026 65,200 $7.8M 0.42% EC
103 American International Group Inc 026874784 Mar 2026 103,300 $7.8M 0.41% EC
104 Qualcomm Inc 747525103 Mar 2026 60,100 $7.7M 0.41% EC
105 Air Products And Chemicals Inc 009158106 Mar 2026 26,400 $7.7M 0.41% EC
106 Welltower Inc 95040Q104 Mar 2026 38,215 $7.6M 0.40% EC
107 Voya Financial Inc 929089100 Mar 2026 110,585 $7.6M 0.40% EC
108 Cadence Design Systems Inc 127387108 Mar 2026 27,138 $7.5M 0.40% EC
109 Palo Alto Networks Inc 697435105 Mar 2026 46,089 $7.4M 0.39% EC
110 Uber Technologies Inc 90353T100 Mar 2026 101,900 $7.3M 0.39% EC
111 Microchip Technology Inc 595017104 Mar 2026 112,500 $7.3M 0.39% EC
112 Lennar Corp 526057104 Mar 2026 83,500 $7.3M 0.39% EC
113 Lowe's Cos Inc 548661107 Mar 2026 30,600 $7.2M 0.38% EC
114 Boston Scientific Corp 101137107 Mar 2026 114,719 $7.2M 0.38% EC
115 Arista Networks Inc 040413205 Mar 2026 57,325 $7.0M 0.37% EC
116 Cooper Cos Inc/the 216648501 Mar 2026 97,881 $7.0M 0.37% EC
117 Rpm International Inc 749685103 Mar 2026 70,100 $7.0M 0.37% EC
118 Oshkosh Corp 688239201 Mar 2026 46,800 $6.9M 0.37% EC
119 Shopify Inc 82509L107 Mar 2026 58,058 $6.9M 0.37% EC
120 Cullen/frost Bankers Inc 229899109 Mar 2026 48,700 $6.7M 0.36% EC
121 Mccormick & Co Inc/md 579780206 Mar 2026 129,028 $6.5M 0.35% EC
122 Spotify Technology Sa L8681T102 Mar 2026 13,387 $6.5M 0.35% EC
123 Alcon Ag H01301128 Mar 2026 85,000 $6.4M 0.34% EC
124 Nike Inc 654106103 Mar 2026 121,134 $6.4M 0.34% EC
125 Carlisle Cos Inc 142339100 Mar 2026 19,123 $6.4M 0.34% EC
126 Waste Connections Inc 94106B101 Mar 2026 38,595 $6.3M 0.33% EC
127 Procter & Gamble Co/the 742718109 Mar 2026 43,400 $6.3M 0.33% EC
128 Blackstone Inc 09260D107 Mar 2026 52,400 $6.0M 0.32% EC
129 Idexx Laboratories Inc 45168D104 Mar 2026 9,470 $5.3M 0.28% EC
130 Equity Lifestyle Properties Inc 29472R108 Mar 2026 84,400 $5.3M 0.28% EC
131 Adobe Inc 00724F101 Mar 2026 21,600 $5.3M 0.28% EC
132 Mckesson Corp 58155Q103 Mar 2026 5,051 $4.4M 0.23% EC
133 Equitable Holdings Inc 29452E101 Mar 2026 116,546 $4.3M 0.23% EC
134 Te Connectivity Ltd G87052109 Mar 2026 19,072 $4.0M 0.21% EC
135 Pvh Corp 693656100 Mar 2026 56,548 $3.9M 0.21% EC
136 Oracle Corp 68389X105 Mar 2026 20,769 $3.1M 0.16% EC
137 Newell Brands Inc 651229106 Mar 2026 783,352 $2.7M 0.14% EC
138 Palantir Technologies Inc 69608A108 Mar 2026 17,729 $2.6M 0.14% EC
139 N/A SECLEND Mar 2026 0 $0 0.00% STIV