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LIBERTY ALL STAR EQUITY FUND

CIK: 0000799195 USA Equity
Report date: 2026-02-27
AUM $2.1B
Expense Ratio
Category Equity
State MA
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-02-27

Holdings

From latest SEC N-PORT filing · US-listed stocks only

75 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 HUM Humana Inc Since 2026-05-10 444859102 Equity (Common)
0.96%
$19.89 77,649
2 YUM Yum! Brands Inc Since 2026-05-10 988498101 Equity (Common)
0.83%
$17.15 113,375
3 GOOG Alphabet Inc Since 2026-05-10 02079K305 Equity (Common)
0.97%
$19.91 63,598
4 IDXX Idexx Laboratories Inc Since 2026-05-10 45168D104 Equity (Common)
0.17%
$3.40 5,031
5 ORLY O'reilly Automotive Inc Since 2026-05-10 67103H107 Equity (Common)
0.44%
$9.04 99,089
6 TYL Tyler Technologies Inc Since 2026-05-10 902252105 Equity (Common)
0.36%
$7.45 16,417
7 ELS Equity Lifestyle Properties Inc Since 2026-05-10 29472R108 Equity (Common)
0.26%
$5.39 88,900
8 NFLX Netflix Inc Since 2026-05-10 64110L106 Equity (Common)
0.38%
$7.93 84,575
9 DAL Delta Air Lines Inc Since 2026-05-10 247361702 Equity (Common)
0.59%
$12.10 174,364
10 C Citigroup Inc Since 2026-05-10 172967424 Equity (Common)
0.99%
$20.50 175,639
11 GPN Global Payments Inc Since 2026-05-10 37940X102 Equity (Common)
0.68%
$14.06 181,644
12 PFE Pfizer Inc Since 2026-05-10 717081103 Equity (Common)
0.44%
$9.14 367,153
13 AON Aon Plc Since 2026-05-10 G0403H108 Equity (Common)
0.56%
$11.64 32,998
14 INTU Intuit Inc Since 2026-05-10 461202103 Equity (Common)
0.88%
$18.04 27,235
15 MET Metlife Inc Since 2026-05-10 59156R108 Equity (Common)
0.74%
$15.28 193,512
16 IT Gartner Inc Since 2026-05-10 366651107 Equity (Common)
0.43%
$8.88 35,184
17 XEL Xcel Energy Inc Since 2026-05-10 98389B100 Equity (Common)
0.41%
$8.51 115,200
18 VZ Verizon Communications Inc Since 2026-05-10 92343V104 Equity (Common)
0.39%
$8.11 199,100
19 STZ Constellation Brands Inc Since 2026-05-10 21036P108 Equity (Common)
0.03%
$0.65 4,731
20 CMG Chipotle Mexican Grill Inc Since 2026-05-10 169656105 Equity (Common)
0.48%
$9.99 269,934
21 PANW Palo Alto Networks Inc Since 2026-05-10 697435105 Equity (Common)
0.42%
$8.62 46,807
22 AMZN Amazon.com Inc Since 2026-05-10 023135106 Equity (Common)
2.57%
$52.98 229,547
23 AMGN Amgen Inc Since 2026-05-10 031162100 Equity (Common)
0.51%
$10.47 32,000
24 APD Air Products And Chemicals Inc Since 2026-05-10 009158106 Equity (Common)
0.34%
$7.00 28,336
25 BX Blackstone Inc Since 2026-05-10 09260D107 Equity (Common)
0.41%
$8.43 54,700
26 PVH Pvh Corp Since 2026-05-10 693656100 Equity (Common)
0.18%
$3.79 56,548
27 ARMK Aramark Since 2026-05-10 03852U106 Equity (Common)
0.89%
$18.35 497,736
28 TSN Tyson Foods Inc Since 2026-05-10 902494103 Equity (Common)
0.66%
$13.57 231,491
29 AIG American International Group Inc Since 2026-05-10 026874784 Equity (Common)
0.47%
$9.64 112,700
30 SNPS Synopsys Inc Since 2026-05-10 871607107 Equity (Common)
1.18%
$24.23 51,578
31 DOW Dow Inc Since 2026-05-10 260557103 Equity (Common)
0.40%
$8.31 355,607
32 TEL Te Connectivity Ltd Since 2026-05-10 G87052109 Equity (Common)
0.21%
$4.34 19,072
33 BAX Baxter International Inc Since 2026-05-10 071813109 Equity (Common)
1.00%
$20.69 1,082,862
34 CTRA Coterra Energy Inc Since 2026-05-10 127097103 Equity (Common)
0.37%
$7.67 291,400
35 GOOG Alphabet Inc Since 2026-05-10 02079K107 Equity (Common)
3.11%
$64.20 204,598
36 ANET Arista Networks Inc Since 2026-05-10 040413205 Equity (Common)
0.33%
$6.89 52,550
37 ACGL Arch Capital Group Ltd Since 2026-05-10 G0450A105 Equity (Common)
0.41%
$8.45 88,113
38 ACN Accenture Plc Since 2026-05-10 G1151C101 Equity (Common)
0.74%
$15.21 56,694
39 MGA Magna International Inc Since 2026-05-10 559222401 Equity (Common)
0.88%
$18.04 338,513
40 NKE Nike Inc Since 2026-05-10 654106103 Equity (Common)
0.37%
$7.72 121,134
41 MLM Martin Marietta Materials Inc Since 2026-05-10 573284106 Equity (Common)
0.60%
$12.33 19,800
42 EQH Equitable Holdings Inc Since 2026-05-10 29452E101 Equity (Common)
0.27%
$5.55 116,546
43 AVGO Broadcom Ltd Since 2026-05-10 11135F101 Equity (Common)
1.47%
$30.34 87,669
44 TTE Totalenergies Se Since 2026-05-10 F92124100 Equity (Common)
0.38%
$7.88 120,400
45 WELL Welltower Inc Since 2026-05-10 95040Q104 Equity (Common)
0.27%
$5.58 30,063
46 ISRG Intuitive Surgical Inc Since 2026-05-10 46120E602 Equity (Common)
0.54%
$11.05 19,504
47 V Visa Inc Since 2026-05-10 92826C839 Equity (Common)
1.64%
$33.76 96,258
48 AAPL Apple Inc Since 2026-05-10 037833100 Equity (Common)
0.64%
$13.26 48,764
49 MDT Medtronic Plc Since 2026-05-10 G5960L103 Equity (Common)
0.81%
$16.75 174,331
50 DLTR Dollar Tree Inc Since 2026-05-10 256746108 Equity (Common)
0.56%
$11.59 94,185
51 RPM Rpm International Inc Since 2026-05-10 749685103 Equity (Common)
0.37%
$7.67 73,800
52 CFR Cullen/frost Bankers Inc Since 2026-05-10 229899109 Equity (Common)
0.30%
$6.17 48,700
53 BKNG Booking Holdings Inc Since 2026-05-10 09857L108 Equity (Common)
1.10%
$22.72 4,243
54 UBS Ubs Group Ag Since 2026-05-10 H42097107 Equity (Common)
0.55%
$11.25 242,844
55 CRM Salesforce Inc Since 2026-05-10 79466L302 Equity (Common)
0.74%
$15.23 57,503
56 CRWD Crowdstrike Holdings Inc Since 2026-05-10 22788C105 Equity (Common)
0.51%
$10.46 22,307
57 ADBE Adobe Inc Since 2026-05-10 00724F101 Equity (Common)
0.38%
$7.88 22,500
58 NOV Nov Inc Since 2026-05-10 62955J103 Equity (Common)
0.33%
$6.91 441,864
59 UBER Uber Technologies Inc Since 2026-05-10 90353T100 Equity (Common)
0.42%
$8.62 105,503
60 NWL Newell Brands Inc Since 2026-05-10 651229106 Equity (Common)
0.14%
$2.91 783,352
61 VOYA Voya Financial Inc Since 2026-05-10 929089100 Equity (Common)
0.40%
$8.24 110,585
62 ECL Ecolab Inc Since 2026-05-10 278865100 Equity (Common)
0.86%
$17.74 67,585
63 SHOP Shopify Inc Since 2026-05-10 82509L107 Equity (Common)
0.46%
$9.49 58,970
64 SWKS Skyworks Solutions Inc Since 2026-05-10 83088M102 Equity (Common)
0.54%
$11.15 175,874
65 NOW Servicenow Inc Since 2026-05-10 81762P102 Equity (Common)
1.17%
$24.20 157,971
66 META Meta Platforms Inc Since 2026-05-10 30303M102 Equity (Common)
1.65%
$34.00 51,507
67 SPGI S&p Global Inc Since 2026-05-10 78409V104 Equity (Common)
1.25%
$25.80 49,377
68 CRBG Corebridge Financial Inc Since 2026-05-10 21871X109 Equity (Common)
0.57%
$11.80 391,221
69 CDNS Cadence Design Systems Inc Since 2026-05-10 127387108 Equity (Common)
0.42%
$8.62 27,562
70 MRK Merck & Co Inc Since 2026-05-10 58933Y105 Equity (Common)
0.39%
$8.05 76,500
71 AMP Ameriprise Financial Inc Since 2026-05-10 03076C106 Equity (Common)
0.54%
$11.15 22,734
72 CTVA Corteva Inc Since 2026-05-10 22052L104 Equity (Common)
0.64%
$13.20 196,900
73 PPG Ppg Industries Inc Since 2026-05-10 693506107 Equity (Common)
0.64%
$13.17 128,530
74 WCN Waste Connections Inc Since 2026-05-10 94106B101 Equity (Common)
0.33%
$6.87 39,197
75 ALLE Allegion Plc Since 2026-05-10 G0176J109 Equity (Common)
0.62%
$12.84 80,611