Moody Lynn Lieberson & Walker, LLC 13F holdings
Moody Lynn Lieberson & Walker, LLC reported 261 positions with a total reported value of $1.9B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-20. Top holdings by reported value: GOOGL ALPHABET INC CAP STOCK CL A (8.2%), NVDA NVIDIA CORPORATION (6.7%), AVGO BROADCOM INC (6.1%), LLY LILLY ELI & CO (5.1%), AAPL APPLE INC (4.3%). Against 2026-03-31 it opened 32 new positions and exited 19. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 261 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| GOOGL ALPHABET INC CAP STOCK CL A | 434,618 | $155.1M | 8.2% |
| NVDA NVIDIA CORPORATION | 633,979 | $126.9M | 6.7% |
| AVGO BROADCOM INC | 308,225 | $116.4M | 6.1% |
| LLY LILLY ELI & CO | 81,167 | $97.4M | 5.1% |
| AAPL APPLE INC | 282,181 | $81.7M | 4.3% |
| MSFT MICROSOFT CORP | 186,285 | $69.5M | 3.7% |
| JPM JPMORGAN CHASE & CO | 195,923 | $64.1M | 3.4% |
| AMZN AMAZON.COM INC | 251,450 | $59.9M | 3.2% |
| GEV GE VERNOVA INC | 49,980 | $58.7M | 3.1% |
| GLD SPDR GOLD SHARES | 149,771 | $55.2M | 2.9% |
| MS MORGAN STANLEY | 256,389 | $53.6M | 2.8% |
| BRK-B BERKSHIRE HATHAWAY INC CL B NE | 97,481 | $48.8M | 2.6% |
| ABBV ABBVIE INC | 168,964 | $42.5M | 2.2% |
| WASTE MANAGEMENT INC DEL | 179,600 | $40.0M | 2.1% |
| MA MASTERCARD INCORPORATED CL A | 75,190 | $38.6M | 2.0% |
| LIN LINDE PLC | 70,095 | $36.4M | 1.9% |
| JNJ JOHNSON & JOHNSON | 134,657 | $34.2M | 1.8% |
| VERX VERTEX PHARMACEUTICALS INC | 56,624 | $28.1M | 1.5% |
| BX BLACKSTONE INC | 264,715 | $27.8M | 1.5% |
| ETN EATON CORP PLC | 62,861 | $26.8M | 1.4% |
| SYK STRYKER CORPORATION | 77,812 | $24.5M | 1.3% |
| ABT ABBOTT LABORATORIES | 248,217 | $22.5M | 1.2% |
| HD HOME DEPOT INC | 63,531 | $22.4M | 1.2% |
| TMO THERMO FISHER SCIENTIFIC INC | 40,920 | $20.5M | 1.1% |
| CVX CHEVRON CORP | 120,250 | $19.9M | 1.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 32 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| TSM TAIWAN SEMICONDUCTOR MFG LTD S | 7,869 | $3.8M | 0.2% |
| DVN DEVON ENERGY CORP | 73,641 | $3.0M | 0.2% |
| TECHNOLOGY SELECT SECTOR SPDR | 11,917 | $2.3M | 0.1% |
| NBIX NEUROCRINE BIOSCIENCES INC | 12,591 | $2.1M | 0.1% |
| SPDR S&P REGIONAL BANKING ETF | 18,945 | $1.4M | <0.1% |
| MDB MONGODB INC CL A | 1,787 | $600.3K | <0.1% |
| AVALONBAY COMMUNITIES INC | 2,375 | $448.1K | <0.1% |
| CITIZENS FINANCIAL GROUP INC | 5,484 | $384.3K | <0.1% |
| MRVL MARVELL TECHNOLOGY INC | 1,285 | $382.8K | <0.1% |
| SANM SANMINA CORPORATION | 1,509 | $381.9K | <0.1% |
| HONA HONEYWELL AEROSPACE INC | 1,695 | $374.7K | <0.1% |
| APPLIED MATERIALS INC | 515 | $372.3K | <0.1% |
| KLAC KLA CORP NEW | 1,160 | $350.0K | <0.1% |
| AFG AMERICAN FINANCIAL GROUP INC O | 2,352 | $329.1K | <0.1% |
| CTRE CARETRUST REIT INC | 7,022 | $283.3K | <0.1% |
| UNH UNITEDHEALTH GROUP INC | 662 | $275.1K | <0.1% |
| BIPC BROOKFIELD INFRASTRUCTURE CORP | 7,000 | $269.5K | <0.1% |
| CAT CATERPILLAR INC | 237 | $252.4K | <0.1% |
| BEPC BROOKFIELD RENEWABLE CORP CL A | 6,750 | $250.6K | <0.1% |
| HARTFORD MUTUAL FUNDS II INC S | 7,898 | $239.1K | <0.1% |
| FIDELITY GROWTH DISCOVERY | 3,006 | $237.9K | <0.1% |
| FCNCA FIRST CITIZENS BANCSHARES INC | 9,000 | $229.9K | <0.1% |
| ILMN ILLUMINA INC | 1,307 | $229.8K | <0.1% |
| BNY BANK NEW YORK MELLON CORP | 1,572 | $227.3K | <0.1% |
| VANGUARD SMALL-CAP INDEX FUND | 745 | $225.8K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 19 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| NOW SERVICENOW INC | 88,379 | $9.2M | 0.5% |
| BLDR BUILDERS FIRSTSOURCE INC | 72,198 | $5.9M | 0.3% |
| LHX L3HARRIS TECHNOLOGIES INC | 15,169 | $5.2M | 0.3% |
| AZN ASTRAZENECA PLC | 22,732 | $4.5M | 0.3% |
| ISHARES U.S. AEROSPACE & DEFEN | 19,054 | $4.2M | 0.2% |
| COTERRA ENERGY INC | 105,291 | $3.7M | 0.2% |
| REGN REGENERON PHARMACEUTICALS | 3,109 | $2.4M | 0.1% |
| SPDR S&P BIOTECH ETF | 18,249 | $2.3M | 0.1% |
| WPM WHEATON PRECIOUS METALS CORP | 16,878 | $2.2M | 0.1% |
| ROL ROLLINS INC | 32,222 | $1.7M | <0.1% |
| ICE INTERCONTINENTAL EXCHANGE INC | 4,562 | $717.5K | <0.1% |
| SHOP SHOPIFY INC CL A | 4,372 | $518.6K | <0.1% |
| PLD PROLOGIS INC | 2,454 | $324.4K | <0.1% |
| MKC MCCORMICK & CO INC NON VTG | 6,413 | $323.5K | <0.1% |
| FIDELITY SECS FUND OTC PORTFOL | 13,212 | $308.6K | <0.1% |
| TRP TC ENERGY CORP | 4,250 | $266.1K | <0.1% |
| ISHARES MSCI INDIA ETF | 5,620 | $263.2K | <0.1% |
| CHKP CHECK POINT SOFTWARE TECH LTD | 1,554 | $222.0K | <0.1% |
| CTSH COGNIZANT TECHNOLOGY SOLUTIONS | 3,492 | $214.2K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| MRK MERCK & CO INC | 49,836 | 110,547 | +121.8% | $14.2M |
| AMERICAN ELECTRIC POWER CO INC | 32,328 | 85,654 | +165.0% | $11.7M |
| NESTLE SA SP ADR | 5,688 | 54,771 | +862.9% | $5.6M |
| VANGUARD FTSE EMERGING MARKETS | 7,737 | 78,551 | +915.3% | $4.7M |
| ABT ABBOTT LABORATORIES | 206,625 | 248,217 | +20.1% | $22.5M |
| CSCO CISCO SYSTEMS INC | 36,731 | 68,613 | +86.8% | $8.1M |
| ADI ANALOG DEVICES INC | 2,223 | 11,257 | +406.4% | $4.5M |
| CMI CUMMINS INC | 502 | 4,846 | +865.3% | $3.5M |
| HEI HEICO CORP | 5,084 | 13,978 | +174.9% | $4.1M |
| CRH PLC | 14,598 | 38,081 | +160.9% | $4.1M |
| ISHARES RUSSELL 1000 GROWTH ET | 5,939 | 23,656 | +298.3% | $2.9M |
| SPY STATE STREET SPDR S&P 500 ETF | 17,548 | 20,427 | +16.4% | $15.3M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| WFC WELLS FARGO CO | 196,496 | 54,365 | -72.3% | $4.5M |
| GLD SPDR GOLD SHARES | 173,122 | 149,771 | -13.5% | $55.2M |
| PEP PEPSICO INC | 104,913 | 50,369 | -52.0% | $6.8M |
| NOC NORTHROP GRUMMAN CORP | 29,096 | 16,648 | -42.8% | $8.5M |
| AVGO BROADCOM INC | 323,279 | 308,225 | -4.7% | $116.4M |
| GOOGL ALPHABET INC CAP STOCK CL A | 449,388 | 434,618 | -3.3% | $155.1M |
| AMGN AMGEN INC | 12,366 | 2,753 | -77.7% | $996.9K |
| MSFT MICROSOFT CORP | 195,341 | 186,285 | -4.6% | $69.5M |
| LLY LILLY ELI & CO | 83,422 | 81,167 | -2.7% | $97.4M |
| SYK STRYKER CORPORATION | 85,768 | 77,812 | -9.3% | $24.5M |
| MA MASTERCARD INCORPORATED CL A | 79,834 | 75,190 | -5.8% | $38.6M |
| NFLX NETFLIX INC | 299,223 | 269,678 | -9.9% | $19.3M |
CIK 938592 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
