Moody Lynn Lieberson & Walker, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.78B
Q ending 2026-03-31
Prior quarter
$1.89B
Q ending 2025-12-31
Change
-5.6% QoQ · +14.3% YoY
Positions
250
reported holdings
Largest positions
Top 100 of 250 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Alphabet Inc Cap Stock Cl A | GOOGL | Shares | $115.3M | 401K |
| Nvidia Corporation | NVDA | Shares | $112.1M | 643K |
| Broadcom Inc | AVGO | Shares | $100.1M | 323K |
| Lilly Eli & Co | LLY | Shares | $76.7M | 83K |
| Spdr Gold Shares | GLD | Shares | $74.5M | 173K |
| Microsoft Corp | MSFT | Shares | $72.3M | 195K |
| Apple Inc | AAPL | Shares | $70.7M | 279K |
| Jpmorgan Chase & Co | JPM | Shares | $59.3M | 201K |
| Amazon.Com Inc | AMZN | Shares | $51.0M | 245K |
| Berkshire Hathaway Inc Cl B Ne | BRK/B | Shares | $48.1M | 100K |
| Ge Vernova Inc | GEV | Shares | $44.2M | 51K |
| Waste Management Inc Del | WM | Shares | $43.2M | 188K |
| Morgan Stanley | MS | Shares | $41.0M | 249K |
| Mastercard Incorporated Cl A | MA | Shares | $39.9M | 80K |
| Abbvie Inc | ABBV | Shares | $38.3M | 176K |
| Linde Plc | Shares | $35.5M | 72K | |
| Johnson & Johnson | JNJ | Shares | $30.9M | 127K |
| Netflix Inc | NFLX | Shares | $28.8M | 299K |
| Stryker Corporation | SYK | Shares | $28.2M | 86K |
| Blackstone Inc | BX | Shares | $26.1M | 227K |
| Vertex Pharmaceuticals Inc | VRTX | Shares | $25.7M | 58K |
| Chevron Corp | CVX | Shares | $25.2M | 122K |
| Eaton Corp Plc | Shares | $23.2M | 65K | |
| Home Depot Inc | HD | Shares | $22.4M | 68K |
| Abbott Laboratories | ABT | Shares | $21.2M | 207K |
| Thermo Fisher Scientific Inc | TMO | Shares | $20.9M | 42K |
| Northrop Grumman Corp | NOC | Shares | $19.9M | 29K |
| Coca-Cola Co | KO | Shares | $19.6M | 258K |
| Exxon Mobil Corp | XOM | Shares | $17.3M | 102K |
| Southern Co | SO | Shares | $17.2M | 178K |
| Gilead Sciences Inc | GILD | Shares | $16.6M | 119K |
| Hitachi Ltd Adr 2 | HTHIY | Shares | $16.6M | 570K |
| Pepsico Inc | PEP | Shares | $16.3M | 105K |
| Wells Fargo Co | WFC | Shares | $15.6M | 196K |
| Ferguson Enterprises Inc Commo | FERG | Shares | $15.5M | 67K |
| Union Pacific Corp | UNP | Shares | $14.9M | 61K |
| Alphabet Inc Cap Stock Cl C | GOOG | Shares | $13.9M | 49K |
| Visa Inc Cl A | V | Shares | $11.5M | 38K |
| Mcdonalds Corp | MCD | Shares | $11.4M | 37K |
| State Street Spdr S&P 500 Etf | SPY | Shares | $11.4M | 18K |
| General Electric Co New | GE | Shares | $9.6M | 34K |
| Servicenow Inc | NOW | Shares | $9.2M | 88K |
| Rtx Corporation Com | RTX | Shares | $8.8M | 46K |
| Mondelez Intl Inc Cl A | MDLZ | Shares | $8.0M | 139K |
| Procter And Gamble Co | PG | Shares | $6.7M | 46K |
| Goldman Sachs Group Inc | GS | Shares | $6.4M | 8K |
| Texas Instruments Inc | TXN | Shares | $6.1M | 31K |
| Merck & Co Inc | MRK | Shares | $6.0M | 50K |
| Builders Firstsource Inc | BLDR | Shares | $5.9M | 72K |
| Vanguard Total Stock Market In | VTI | Shares | $5.8M | 18K |
| Palo Alto Networks Inc | PANW | Shares | $5.7M | 35K |
| L3Harris Technologies Inc | LHX | Shares | $5.2M | 15K |
| Astrazeneca Plc | Shares | $4.5M | 23K | |
| Amgen Inc | AMGN | Shares | $4.4M | 12K |
| Novartis Ag Sp Adr | NVS | Shares | $4.3M | 28K |
| Amphenol Corp Cl A | APH | Shares | $4.3M | 34K |
| American Electric Power Co Inc | AEP | Shares | $4.2M | 32K |
| Ishares U.S. Aerospace & Defen | ITA | Shares | $4.2M | 19K |
| Idexx Laboratories Inc | IDXX | Shares | $4.1M | 7K |
| Coterra Energy Inc | CTRA | Shares | $3.7M | 105K |
| Automatic Data Processing Inc | ADP | Shares | $3.7M | 18K |
| Arista Networks Inc | ANET | Shares | $3.7M | 30K |
| Intuitive Surgical Inc New | ISRG | Shares | $3.4M | 7K |
| Extra Space Storage Inc | EXR | Shares | $3.4M | 26K |
| Ishares Russell 2000 Growth Et | IWO | Shares | $3.2M | 10K |
| Howmet Aerospace Inc | HWM | Shares | $3.2M | 14K |
| Oreilly Automotive Inc | ORLY | Shares | $3.0M | 33K |
| Quanta Services Inc | PWR | Shares | $3.0M | 5K |
| Church & Dwight Co Inc | CHD | Shares | $2.9M | 31K |
| Vanguard Index Funds 500 Index | VFIAX | Shares | $2.9M | 5K |
| Cisco Systems Inc | CSCO | Shares | $2.8M | 37K |
| Sherwin Williams Co | SHW | Shares | $2.8M | 9K |
| Bhp Group Ltd Sp Ads | BHP | Shares | $2.8M | 39K |
| Ishares Biotechnology Fund | IBB | Shares | $2.6M | 15K |
| Ishares Russell 1000 Growth Et | IWF | Shares | $2.5M | 6K |
| Parker-Hannifin Corp | PH | Shares | $2.5M | 3K |
| Deere & Co | DE | Shares | $2.4M | 4K |
| Regeneron Pharmaceuticals | REGN | Shares | $2.4M | 3K |
| Spdr S&P Biotech Etf | XBI | Shares | $2.3M | 18K |
| Wheaton Precious Metals Corp | WPM | Shares | $2.2M | 17K |
| Meta Platforms Inc Cl A | META | Shares | $2.1M | 4K |
| Marriott Intl Inc Cl A | MAR | Shares | $2.1M | 6K |
| Illinois Tool Works Inc | ITW | Shares | $1.9M | 7K |
| Invesco S&P 500 Equal Weight E | RSP | Shares | $1.8M | 10K |
| Wal-Mart Inc | WMT | Shares | $1.8M | 14K |
| Tjx Cos Inc | TJX | Shares | $1.8M | 11K |
| Rollins Inc | ROL | Shares | $1.7M | 32K |
| Grainger W W Inc | GWW | Shares | $1.7M | 2K |
| State Str Spdr S&P Midcap 400 | MDY | Shares | $1.7M | 3K |
| Republic Services Inc | RSG | Shares | $1.7M | 8K |
| State Str Spdr Dow Jones Indl | DIA | Shares | $1.6M | 3K |
| Crh Plc | Shares | $1.5M | 15K | |
| Iron Mountain Inc | IRM | Shares | $1.4M | 14K |
| Heico Corp | HEI | Shares | $1.4M | 5K |
| Accenture Plc Ireland Class A | Shares | $1.4M | 7K | |
| Costco Wholesale Corp | COST | Shares | $1.4M | 1K |
| Eastern Bankshares Inc | EBC | Shares | $1.3M | 68K |
| Curtiss Wright Corp | CW | Shares | $1.3M | 2K |
| Ishares Russell 2000 Etf | IWM | Shares | $1.3M | 5K |
| Oracle Corp | ORCL | Shares | $1.3M | 9K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.