Moody Lynn & Lieberson, LLC Top Holdings and 13F Report (2026) About Moody Lynn & Lieberson, LLCInvestment ActivityMoody Lynn & Lieberson, LLC has $1.78 billion in total holdings as of March 31, 2026.Moody Lynn & Lieberson, LLC owns shares of 250 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 4.18% of the portfolio was purchased this quarter.About 5.04% of the portfolio was sold this quarter.This quarter, Moody Lynn & Lieberson, LLC has purchased 265 new stocks and bought additional shares in 80 stocks.Moody Lynn & Lieberson, LLC sold shares of 97 stocks and completely divested from 25 stocks this quarter.Largest Holdings Alphabet $115,255,486NVIDIA $112,064,906Broadcom $100,058,083Eli Lilly and Company $76,729,053SPDR Gold Shares $74,492,665 Largest New Holdings this Quarter G0593M107 - AstraZeneca $4,483,205 Holding088606108 - BHP Group $2,828,931 Holding46434G822 - iShares MSCI Japan ETF $558,908 Holding368736104 - Generac $394,176 Holding316389105 - FIDELITY SECS FUND OTC PORTFOL $308,634 Holding Largest Purchases this Quarter GE VERNOVA INC 13,216 shares (about $11.54M)Chevron 30,286 shares (about $6.27M)AstraZeneca 22,732 shares (about $4.48M)American Electric Power 30,127 shares (about $3.95M)PepsiCo 22,330 shares (about $3.47M) Largest Sales this Quarter Abbott Laboratories 63,144 shares (about $6.48M)ServiceNow 59,848 shares (about $6.26M)Blackstone 51,280 shares (about $5.90M)Eaton 16,314 shares (about $5.84M)SPDR Gold Shares 12,790 shares (about $5.50M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMoody Lynn & Lieberson, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGLAlphabet$115,255,486$70,740 â–¼-0.1%400,8056.5%Computer and TechnologyNVDANVIDIA$112,064,906$977,163 â–¼-0.9%642,5746.3%Computer and TechnologyAVGOBroadcom$100,058,083$1,554,978 â–¼-1.5%323,2795.6%Computer and TechnologyLLYEli Lilly and Company$76,729,053$182,114 â–¼-0.2%83,4224.3%MedicalGLDSPDR Gold Shares$74,492,665$5,503,409 â–¼-6.9%173,1224.2%FinanceMSFTMicrosoft$72,309,354$525,641 â–²0.7%195,3414.1%Computer and TechnologyAAPLApple$70,696,250$144,153 â–¼-0.2%278,5624.0%Computer and TechnologyJPMJPMorgan Chase & Co.$59,262,944$2,358,281 â–¼-3.8%201,4653.3%FinanceAMZNAmazon.com$51,041,354$486,727 â–²1.0%245,0732.9%Retail/WholesaleBRK.BBerkshire Hathaway$48,062,322$1,200,396 â–²2.6%100,2972.7%FinanceGE VERNOVA INC$44,154,774$11,536,247 â–²35.4%50,5842.5%COMWMWaste Management$43,248,316$462,108 â–²1.1%188,2082.4%Business ServicesMSMorgan Stanley$41,038,327$2,129,207 â–¼-4.9%249,3672.3%FinanceMAMastercard$39,889,856$76,448 â–²0.2%79,8342.2%Business ServicesABBVAbbVie$38,341,965$3,516,813 â–¼-8.4%176,2932.2%MedicalLINDE PLC$35,514,759$2,652,316 â–²8.1%71,6372.0%COMJNJJohnson & Johnson$30,936,326$1,033,003 â–²3.5%126,5601.7%MedicalNFLXNetflix$28,770,291$4,561,644 â–¼-13.7%299,2231.6%Consumer DiscretionarySYKStryker$28,182,507$583,904 â–²2.1%85,7681.6%MedicalBXBlackstone$26,145,506$5,896,687 â–¼-18.4%227,3721.5%FinanceVRTXVertex Pharmaceuticals$25,738,566$1,182,438 â–²4.8%57,6401.4%MedicalCVXChevron$25,201,041$6,266,173 â–²33.1%121,8031.4%EnergyETNEaton$23,174,870$5,835,028 â–¼-20.1%64,7941.3%IndustrialsHDHome Depot$22,350,049$231,539 â–¼-1.0%67,9561.3%Retail/WholesaleABTAbbott Laboratories$21,214,189$6,482,995 â–¼-23.4%206,6251.2%MedicalTMOThermo Fisher Scientific$20,877,245$758,431 â–²3.8%42,4741.2%MedicalNOCNorthrop Grumman$19,850,455$2,927,492 â–²17.3%29,0961.1%AerospaceKOCocaCola$19,612,078$1,725,651 â–²9.6%257,8841.1%Consumer StaplesXOMExxonMobil$17,332,635$2,907,124 â–²20.2%102,1611.0%EnergySOSouthern$17,201,505$757,779 â–²4.6%178,2171.0%UtilitiesGILDGilead Sciences$16,621,127$3,060,147 â–²22.6%119,2590.9%MedicalHTHIYHitachi$16,597,066$933,325 â–²6.0%570,1500.9%Multi-Sector ConglomeratesPEPPepsiCo$16,291,940$3,467,626 â–²27.0%104,9130.9%Consumer StaplesWFCWells Fargo & Company$15,643,047$718,719 â–²4.8%196,4960.9%FinanceFERGUSON ENTERPRISES INC COMMO$15,534,649$1,908,533 â–¼-10.9%66,5980.9%COMUNPUnion Pacific$14,856,350$3,199,187 â–²27.4%61,2330.8%TransportationGOOGAlphabet$13,936,519$927,131 â–¼-6.2%48,5830.8%Computer and TechnologyVVisa$11,463,963$191,922 â–¼-1.6%37,9300.6%Business ServicesMCDMcDonald's$11,426,505$9,634 â–²0.1%36,7660.6%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$11,412,166$1,832,008 â–¼-13.8%17,5480.6%FinanceGEGE Aerospace$9,647,045$82,010 â–¼-0.8%33,9960.5%AerospaceNOWServiceNow$9,240,024$6,257,108 â–¼-40.4%88,3790.5%Computer and TechnologyRTXRTX$8,825,175$175,539 â–¼-2.0%45,7500.5%AerospaceMDLZMondelez International$8,002,392$3,024,198 â–²60.7%138,8340.4%Consumer StaplesPGProcter & Gamble$6,710,630$55,320 â–¼-0.8%46,4600.4%Consumer StaplesGSThe Goldman Sachs Group$6,432,062$267,333 â–¼-4.0%7,6030.4%FinanceTXNTexas Instruments$6,064,545$236,074 â–²4.1%31,2380.3%Computer and TechnologyMRKMerck & Co., Inc.$5,994,772$569,212 â–²10.5%49,8360.3%MedicalBLDRBuilders FirstSource$5,944,061$2,525,720 â–²73.9%72,1980.3%Retail/WholesaleVTIVanguard Total Stock Market ETF$5,776,291$57,105 â–²1.0%18,0050.3%ETFPANWPalo Alto Networks$5,659,617$1,813,380 â–²47.1%35,3020.3%Computer and TechnologyLHXL3Harris Technologies$5,235,580$284,749 â–¼-5.2%15,1690.3%AerospaceAZNCFAstraZeneca$4,483,205$4,483,205 â–²New Holding22,7320.3%MedicalAMGNAmgen$4,350,977$242,425 â–¼-5.3%12,3660.2%MedicalNVSNovartis$4,320,228$158,402 â–¼-3.5%28,2830.2%MedicalAPHAmphenol$4,289,835$115,989 â–¼-2.6%33,9520.2%Computer and TechnologyAEPAmerican Electric Power$4,237,554$3,949,047 â–²1,368.8%32,3280.2%UtilitiesITAiShares U.S. Aerospace & Defense ETF$4,168,062$217,219 â–¼-5.0%19,0540.2%ETFIDXXIDEXX Laboratories$4,073,702$2,809 â–¼-0.1%7,2500.2%MedicalCTRACoterra Energy$3,699,9260.0%105,2910.2%EnergyADPAutomatic Data Processing$3,695,031$21,131 â–¼-0.6%18,1860.2%Computer and TechnologyARISTA NETWORKS INC$3,658,967$3,692,609 â–¼-50.2%29,8010.2%COMISRGIntuitive Surgical$3,405,333$2,766 â–¼-0.1%7,3870.2%MedicalEXRExtra Space Storage$3,372,926$37,372 â–¼-1.1%25,7220.2%FinanceIWOiShares Russell 2000 Growth ETF$3,231,9290.0%10,2990.2%ETFHWMHowmet Aerospace$3,211,460$856,389 â–²36.4%13,9350.2%AerospaceORLYO'Reilly Automotive$3,019,275$2,459,046 â–¼-44.9%32,7080.2%Retail/WholesalePWRQuanta Services$2,979,532$187,765 â–¼-5.9%5,4270.2%ConstructionCHDChurch & Dwight$2,857,925$252,897 â–²9.7%30,6250.2%Consumer StaplesVANGUARD INDEX FUNDS 500 INDEX$2,854,073$95,196 â–²3.5%4,7370.2%MFCSCOCisco Systems$2,849,958$19,242 â–¼-0.7%36,7310.2%Computer and TechnologySHWSherwin-Williams$2,836,226$1,149,813 â–¼-28.8%8,8480.2%Basic MaterialsBHPBHP Group$2,828,931$2,828,931 â–²New Holding38,8910.2%Basic MaterialsIBBiShares Biotechnology ETF$2,604,680$68,384 â–¼-2.6%15,4260.1%FinanceIWFiShares Russell 1000 Growth ETF$2,532,390$162,032 â–¼-6.0%5,9390.1%ETFPHParker-Hannifin$2,454,748$1,790 â–¼-0.1%2,7420.1%IndustrialsDEDeere & Company$2,432,893$2,091,533 â–²612.7%4,3190.1%IndustrialsREGNRegeneron Pharmaceuticals$2,402,138$186,206 â–¼-7.2%3,1090.1%MedicalXBISPDR S&P Biotech ETF$2,330,945$73,445 â–¼-3.1%18,2490.1%ETFWPMWheaton Precious Metals$2,211,187$76,510 â–¼-3.3%16,8780.1%Basic MaterialsMETAMeta Platforms$2,120,886$132,162 â–¼-5.9%3,7070.1%Computer and TechnologyMARMarriott International$2,065,774$368,281 â–²21.7%6,3160.1%Consumer DiscretionaryITWIllinois Tool Works$1,901,158$2,603 â–²0.1%7,3040.1%IndustrialsRSPInvesco S&P 500 Equal Weight ETF$1,829,381$85,021 â–²4.9%9,5320.1%ETFWAL-MART INC$1,778,571$2,610 â–²0.1%14,3110.1%COMTJXTJX Companies$1,765,324$438,057 â–²33.0%11,0540.1%Retail/WholesaleROLRollins$1,720,977$1,175 â–¼-0.1%32,2220.1%ConstructionGWWW.W. Grainger$1,714,7530.0%1,5720.1%IndustrialsMDYSPDR S&P MidCap 400 ETF Trust$1,668,3360.0%2,7050.1%ETFRSGRepublic Services$1,658,419$3,942 â–²0.2%7,5720.1%Business ServicesDIASPDR Dow Jones Industrial Average ETF Trust$1,605,4170.0%3,4660.1%FinanceCRH PLC$1,534,542$156,524 â–²11.4%14,5980.1%COMIRMIron Mountain$1,436,599$2,145 â–²0.1%14,0650.1%Business ServicesHEIHeico$1,394,033$1,911,997 â–¼-57.8%5,0840.1%AerospaceACNAccenture$1,363,244$39,856 â–¼-2.8%6,8750.1%Computer and TechnologyCOSTCostco Wholesale$1,362,120$16,939 â–²1.3%1,3670.1%Retail/WholesaleEBCEastern Bankshares$1,335,0870.0%68,2560.1%FinanceCWCurtiss-Wright$1,332,952$36,780 â–¼-2.7%1,9570.1%AerospaceIWMiShares Russell 2000 ETF$1,283,648$18,104 â–²1.4%5,1760.1%FinanceORCLOracle$1,250,582$51,488 â–¼-4.0%8,5010.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. 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