Moody Lynn & Lieberson, LLC Top Holdings and 13F Report (2026)

About Moody Lynn & Lieberson, LLC

Investment Activity

Moody Lynn & Lieberson, LLC has $1.90 billion in total holdings as of June 30, 2026.
Moody Lynn & Lieberson, LLC owns shares of 264 different stocks, but just 35 companies or ETFs make up 80% of its holdings.
Approximately 4.58% of the portfolio was purchased this quarter.
About 7.25% of the portfolio was sold this quarter.
This quarter, Moody Lynn & Lieberson, LLC has purchased 250 new stocks and bought additional shares in 86 stocks.
Moody Lynn & Lieberson, LLC sold shares of 105 stocks and completely divested from 20 stocks this quarter.

Largest Holdings

Alphabet: $137,649,275
NVIDIA: $126,852,858
Broadcom: $116,431,994
Eli Lilly and Company: $97,354,135
Apple: $81,651,894

Largest New Holdings this Quarter

874039100 - Taiwan Semiconductor Manufacturing: $3,757,998 Holding
25179M103 - Devon Energy: $3,042,846 Holding
81369Y803 - Technology Select Sector SPDR Fund: $2,270,427 Holding
422806208 - Heico: $2,208,999 Holding
64125C109 - Neurocrine Biosciences: $2,122,024 Holding

Largest Purchases this Quarter

Merck & Co., Inc.: 60,711 shares (about $7.80M)
American Electric Power: 53,326 shares (about $7.30M)
Nestle: 49,083 shares (about $5.04M)
Vanguard FTSE Emerging Markets ETF: 70,814 shares (about $4.23M)
Abbott Laboratories: 41,592 shares (about $3.77M)

Largest Sales this Quarter

Wells Fargo & Company: 142,131 shares (about $11.75M)
SPDR Gold Shares: 23,351 shares (about $8.60M)
PepsiCo: 54,544 shares (about $7.39M)
Northrop Grumman: 12,448 shares (about $6.34M)
Broadcom: 15,054 shares (about $5.69M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
GOOGL Alphabet	$137,649,275	$5,586,408 â–¼	-3.9%	385,173	7.3%	Computer and Technology
NVDA NVIDIA	$126,852,858	$1,719,774 â–¼	-1.3%	633,979	6.7%	Computer and Technology
AVGO Broadcom	$116,431,994	$5,686,649 â–¼	-4.7%	308,225	6.1%	Computer and Technology
LLY Eli Lilly and Company	$97,354,135	$2,704,715 â–¼	-2.7%	81,167	5.1%	Medical
AAPL Apple	$81,651,894	$1,047,194 â–²	1.3%	282,181	4.3%	Computer and Technology
MSFT Microsoft	$69,488,007	$3,378,068 â–¼	-4.6%	186,285	3.7%	Computer and Technology
JPM JPMorgan Chase & Co.	$64,131,476	$1,814,063 â–¼	-2.8%	195,923	3.4%	Finance
AMZN Amazon.com	$59,930,593	$1,519,894 â–²	2.6%	251,450	3.2%	Retail/Wholesale
GE VERNOVA INC	$58,719,503	$709,615 â–¼	-1.2%	49,980	3.1%	COM
GLD SPDR Gold Shares	$55,172,641	$8,602,041 â–¼	-13.5%	149,771	2.9%	Finance
MS Morgan Stanley	$53,595,557	$1,467,879 â–²	2.8%	256,389	2.8%	Finance
BRK.B Berkshire Hathaway	$48,778,518	$1,409,098 â–¼	-2.8%	97,481	2.6%	Finance
ABBV AbbVie	$42,518,101	$1,844,270 â–¼	-4.2%	168,964	2.2%	Medical
WM Waste Management	$40,029,248	$1,918,551 â–¼	-4.6%	179,600	2.1%	Business Services
MA Mastercard	$38,617,584	$2,385,158 â–¼	-5.8%	75,190	2.0%	Business Services
LINDE PLC	$36,375,099	$800,205 â–¼	-2.2%	70,095	1.9%	COM
JNJ Johnson & Johnson	$34,198,838	$2,056,395 â–²	6.4%	134,657	1.8%	Medical
VRTX Vertex Pharmaceuticals	$28,126,840	$504,678 â–¼	-1.8%	56,624	1.5%	Medical
BX Blackstone	$27,340,036	$585,173 â–²	2.2%	232,345	1.4%	Finance
ETN Eaton	$26,786,329	$823,690 â–¼	-3.0%	62,861	1.4%	Industrials
SYK Stryker	$24,498,330	$2,504,867 â–¼	-9.3%	77,812	1.3%	Medical
ABT Abbott Laboratories	$22,523,211	$3,774,058 â–²	20.1%	248,217	1.2%	Medical
HD Home Depot	$22,406,113	$1,560,609 â–¼	-6.5%	63,531	1.2%	Retail/Wholesale
TMO Thermo Fisher Scientific	$20,515,651	$779,113 â–¼	-3.7%	40,920	1.1%	Medical
CVX Chevron	$19,932,640	$257,425 â–¼	-1.3%	120,250	1.1%	Energy
KO CocaCola	$19,740,727	$1,217,506 â–¼	-5.8%	242,903	1.0%	Consumer Staples
NFLX Netflix	$19,255,009	$2,109,513 â–¼	-9.9%	269,678	1.0%	Consumer Discretionary
GOOG Alphabet	$17,470,402	$304,570 â–²	1.8%	49,445	0.9%	Computer and Technology
HTHIY Hitachi	$17,394,228	$1,629,580 â–²	10.3%	629,086	0.9%	Multi-Sector Conglomerates
FERGUSON ENTERPRISES INC COMMO	$16,844,971	$1,039,268 â–²	6.6%	70,977	0.9%	COM
UNP Union Pacific	$16,372,224	$283,152 â–¼	-1.7%	60,192	0.9%	Transportation
SO Southern	$15,291,300	$1,765,850 â–¼	-10.4%	159,767	0.8%	Utilities
SPY SPDR S&P 500 ETF Trust	$15,254,271	$2,149,951 â–²	16.4%	20,427	0.8%	Finance
MRK Merck & Co., Inc.	$14,205,289	$7,801,363 â–²	121.8%	110,547	0.7%	Medical
PANW Palo Alto Networks	$14,111,749	$2,073,061 â–²	17.2%	41,381	0.7%	Computer and Technology
XOM ExxonMobil	$13,947,901	$19,551 â–¼	-0.1%	102,018	0.7%	Energy
GILD Gilead Sciences	$13,333,166	$1,734,017 â–¼	-11.5%	105,534	0.7%	Medical
V Visa	$12,967,430	$45,974 â–¼	-0.4%	37,796	0.7%	Business Services
GE GE Aerospace	$12,783,435	$78,110 â–²	0.6%	34,205	0.7%	Aerospace
AEP American Electric Power	$11,718,324	$7,295,530 â–²	165.0%	85,654	0.6%	Utilities
MCD McDonald's	$10,217,448	$279,230 â–²	2.8%	37,799	0.5%	Retail/Wholesale
TXN Texas Instruments	$9,675,352	$364,242 â–²	3.9%	32,460	0.5%	Computer and Technology
NOC Northrop Grumman	$8,478,993	$6,339,891 â–¼	-42.8%	16,648	0.4%	Aerospace
CSCO Cisco Systems	$8,059,283	$3,744,860 â–²	86.8%	68,613	0.4%	Computer and Technology
MDLZ Mondelez International	$7,999,619	$30,540 â–¼	-0.4%	138,306	0.4%	Consumer Staples
GS The Goldman Sachs Group	$7,977,687	$288,240 â–²	3.7%	7,888	0.4%	Finance
PEP PepsiCo	$6,819,963	$7,385,258 â–¼	-52.0%	50,369	0.4%	Consumer Staples
VTI Vanguard Total Stock Market ETF	$6,670,237	$7,771 â–²	0.1%	18,026	0.4%	ETF
RTX RTX	$6,571,868	$2,108,280 â–¼	-24.3%	34,638	0.3%	Aerospace
PG Procter & Gamble	$6,260,888	$551,948 â–¼	-8.1%	42,696	0.3%	Consumer Staples
APH Amphenol	$5,974,956	$11,461 â–¼	-0.2%	33,887	0.3%	Computer and Technology
NSRGY Nestle	$5,624,434	$5,040,333 â–²	862.9%	54,771	0.3%	Consumer Staples
ARISTA NETWORKS INC	$5,064,293	$1,699 â–²	0.0%	29,811	0.3%	COM
VWO Vanguard FTSE Emerging Markets ETF	$4,688,709	$4,226,887 â–²	915.3%	78,551	0.2%	ETF
NVS Novartis	$4,539,395	$106,883 â–²	2.4%	28,965	0.2%	Medical
WFC Wells Fargo & Company	$4,492,724	$11,745,707 â–¼	-72.3%	54,365	0.2%	Finance
ADI Analog Devices	$4,470,943	$3,588,034 â–²	406.4%	11,257	0.2%	Computer and Technology
CRH PLC	$4,074,667	$2,512,681 â–²	160.9%	38,081	0.2%	COM
ADP Automatic Data Processing	$4,059,094	$13,661 â–¼	-0.3%	18,125	0.2%	Computer and Technology
IWO iShares Russell 2000 Growth ETF	$4,057,394		0.0%	10,299	0.2%	ETF
PWR Quanta Services	$3,970,301	$62,643 â–²	1.6%	5,514	0.2%	Construction
HWM Howmet Aerospace	$3,946,058	$199,494 â–²	5.3%	14,677	0.2%	Aerospace
IDXX IDEXX Laboratories	$3,828,272	$11,582 â–²	0.3%	7,272	0.2%	Medical
TSM Taiwan Semiconductor Manufacturing	$3,757,998	$3,757,998 â–²	New Holding	7,869	0.2%	Computer and Technology
EXR Extra Space Storage	$3,732,466	$4,940 â–¼	-0.1%	25,688	0.2%	Finance
CMI Cummins	$3,456,216	$3,098,185 â–²	865.3%	4,846	0.2%	Auto/Tires/Trucks
VANGUARD INDEX FUNDS 500 INDEX	$3,222,796	$55,363 â–¼	-1.7%	4,657	0.2%	MF
ORLY O'Reilly Automotive	$3,161,910	$149,830 â–²	5.0%	34,335	0.2%	Retail/Wholesale
SHW Sherwin-Williams	$3,086,140	$39,597 â–²	1.3%	8,963	0.2%	Basic Materials
DVN Devon Energy	$3,042,846	$3,042,846 â–²	New Holding	73,641	0.2%	Energy
CHD Church & Dwight	$2,989,523	$22,573 â–²	0.8%	30,858	0.2%	Consumer Staples
IWF iShares Russell 1000 Growth ETF	$2,937,366	$2,199,920 â–²	298.3%	23,656	0.2%	ETF
PH Parker-Hannifin	$2,716,239	$34,234 â–²	1.3%	2,777	0.1%	Industrials
MAR Marriott International	$2,589,312	$248,666 â–²	10.6%	6,987	0.1%	Consumer Discretionary
ISRG Intuitive Surgical	$2,504,986	$432,676 â–¼	-14.7%	6,299	0.1%	Medical
OLD WESTBURY FUNDS INC LARGE C	$2,362,151	$970,006 â–²	69.7%	105,831	0.1%	MF
XLK Technology Select Sector SPDR Fund	$2,270,427	$2,270,427 â–²	New Holding	11,917	0.1%	ETF
HEI.A Heico	$2,208,999	$2,208,999 â–²	New Holding	8,565	0.1%	Aerospace
GWW W.W. Grainger	$2,148,072	$9,523 â–²	0.4%	1,579	0.1%	Industrials
NBIX Neurocrine Biosciences	$2,122,024	$2,122,024 â–²	New Holding	12,591	0.1%	Medical
META Meta Platforms	$2,021,085	$67,032 â–¼	-3.2%	3,588	0.1%	Computer and Technology
ITW Illinois Tool Works	$1,970,103	$5,409 â–¼	-0.3%	7,284	0.1%	Industrials
DE Deere & Company	$1,967,692	$771,980 â–¼	-28.2%	3,102	0.1%	Industrials
HEI Heico	$1,928,056	$117,186 â–²	6.5%	5,413	0.1%	Aerospace
LAM RESEARCH CORP NEW	$1,923,985		0.0%	4,440	0.1%	COM
MDY SPDR S&P MidCap 400 ETF Trust	$1,902,535		0.0%	2,705	0.1%	ETF
IWM iShares Russell 2000 ETF	$1,825,835	$270,706 â–²	17.4%	6,077	0.1%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$1,813,439	$214,685 â–¼	-10.6%	8,523	0.1%	ETF
DIA SPDR Dow Jones Industrial Average ETF Trust	$1,807,992	$2,612 â–¼	-0.1%	3,461	0.1%	Finance
IRM Iron Mountain	$1,792,970	$16,420 â–²	0.9%	14,195	0.1%	Business Services
ASML ASML	$1,677,098	$107,430 â–²	6.8%	843	0.1%	Computer and Technology
TJX TJX Companies	$1,669,984	$4,696 â–¼	-0.3%	11,023	0.1%	Retail/Wholesale
RSG Republic Services	$1,628,784	$15,342 â–²	1.0%	7,644	0.1%	Business Services
WAL-MART INC	$1,620,864		0.0%	14,311	0.1%	COM
EBC Eastern Bankshares	$1,535,361	$17,347 â–²	1.1%	69,036	0.1%	Finance
CW Curtiss-Wright	$1,501,123	$18,186 â–²	1.2%	1,981	0.1%	Aerospace
BHP BHP Group	$1,476,503	$1,763,506 â–¼	-54.4%	17,723	0.1%	Basic Materials
KRE SPDR S&P Regional Banking ETF	$1,418,033	$1,418,033 â–²	New Holding	18,945	0.1%	ETF
AXP American Express	$1,408,473	$193,141 â–²	15.9%	4,164	0.1%	Finance
TT Trane Technologies	$1,369,845	$21,120 â–²	1.6%	2,789	0.1%	Construction

Showing largest 100 holdings. View all holdings.

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Moody Lynn & Lieberson, LLC Top Holdings and 13F Report (2026)

About Moody Lynn & Lieberson, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Moody Lynn & Lieberson, LLC Top Holdings and 13F Report (2026)

About Moody Lynn & Lieberson, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMoody Lynn & Lieberson, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools