MOODY LYNN LIEBERSON & WALKER, LLC

CIK 938592 · View on SEC EDGAR ↗

Portfolio value
$1.9B
#1,575 of 9,443 by 13F value · top 16.7%
Positions
264
As of
June 30, 2026

Portfolio value QoQ: +6.4% 13F does not disclose cash

Top 10 holdings weight
45.76%
Top 25 holdings weight
71.42%
Positions above 1%
27
Effective number of positions
33.9

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 4.72% Est. buys $86,721,848 · sells $137,146,453

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 76.5% still held

New positions
34
Increased
86
Decreased
105
Closed
19
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+23.6%
S&P 500 total return (same window)
+28.1%
Excess return
-4.5%

Annualized: +15.2% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 89.6% · Options excluded: 0.0%

Sector breakdown

Technology
23.2%
Healthcare
16.6%
Industrials
12.5%
Communication Services
9.4%
Financial Services
7.6%
Retail
4.8%
Financials
4.0%
Materials
2.4%
Energy
2.2%
Consumer Staples
1.9%
Utilities
1.6%
Consumer Discretionary
0.8%
Communications
0.7%
Consumer products
0.5%
Real Estate
0.5%
Packaging
0.1%
Telecommunication
0.0%
Other/Unmapped
11.1%

Full portfolio 264 positions

Type Streak 8Q trend
GOOGL Alphabet Inc. - Class A Common Stock $137,649,275 7.26% 385,173 $22,393,789 Down ×3
NVDA NVIDIA Corporation - Common Stock $126,852,858 6.69% 633,979 $14,787,952 Down ×2
AVGO Broadcom Inc. - Common Stock $116,431,994 6.14% 308,225 $16,373,911 Down ×6
LLY Eli Lilly and Company Common Stock $97,354,135 5.14% 81,167 $20,625,082 Down ×2
AAPL Apple Inc. - Common Stock $81,651,894 4.31% 282,181 $10,955,644 Up ×1
MSFT Microsoft Corporation - Common Stock $69,488,007 3.67% 186,285 $-2,821,347 Down ×1
JPM JP Morgan Chase & Co. Common Stock $64,131,476 3.38% 195,923 $4,868,532 Down ×2
AMZN Amazon.com, Inc. - Common Stock $59,930,593 3.16% 251,450 $8,889,239 Up ×2
GEV GE Vernova Inc. Common Stock $58,719,503 3.10% 49,980 $14,564,729 Down ×1
GLD $55,172,641 2.91% 149,771 $-19,320,024 Down ×5
MS Morgan Stanley Common Stock $53,595,557 2.83% 256,389 $12,557,230 Up ×1
BRKB $48,778,518 2.57% 97,481 $716,196 Down ×1
ABBV AbbVie Inc. Common Stock $42,518,101 2.24% 168,964 $4,176,136 Down ×2
WM Waste Management, Inc. Common Stock $40,029,248 2.11% 179,600 $-3,219,068 Down ×1
MA Mastercard Incorporated Common Stock $38,617,584 2.04% 75,190 $-1,272,272 Down ×1
LIN Linde plc - Ordinary Shares $36,375,099 1.92% 70,095 $860,340 Down ×1
JNJ Johnson & Johnson Common Stock $34,198,838 1.80% 134,657 $3,262,512 Up ×4
VRTX Vertex Pharmaceuticals Incorporated - Common Stock $28,126,840 1.48% 56,624 $2,388,274 Down ×1
BX Blackstone Inc. Common Stock $27,340,036 1.44% 232,345 $1,194,530 Up ×1
ETN Eaton Corporation, PLC Ordinary Shares $26,786,329 1.41% 62,861 $3,611,459 Down ×3
SYK Stryker Corporation Common Stock $24,498,330 1.29% 77,812 $-3,684,177 Down ×1
ABT Abbott Laboratories Common Stock $22,523,211 1.19% 248,217 $1,309,022 Up ×1
HD Home Depot, Inc. (The) Common Stock $22,406,113 1.18% 63,531 $56,064 Down ×2
TMO Thermo Fisher Scientific Inc Common Stock $20,515,651 1.08% 40,920 $-361,594 Down ×1
CVX Chevron Corporation Common Stock $19,932,640 1.05% 120,250 $-5,268,401 Down ×1
KO Coca-Cola Company (The) Common Stock $19,740,727 1.04% 242,903 $128,649 Down ×1
NFLX Netflix, Inc. - Common Stock $19,255,009 1.02% 269,678 $-9,515,282 Down ×2
GOOG Alphabet Inc. - Class C Capital Stock $17,470,402 0.92% 49,445 $3,533,883 Up ×1
HTHIY $17,394,228 0.92% 629,086 $797,162 Up ×6
FERG Ferguson Enterprises Inc. Common Stock $16,844,971 0.89% 70,977 $1,310,322 Up ×1
UNP Union Pacific Corporation Common Stock $16,372,224 0.86% 60,192 $1,515,874 Down ×1
SO Southern Company (The) Common Stock $15,291,300 0.81% 159,767 $-1,910,205 Down ×1
SPY SPY $15,254,271 0.80% 20,427 $3,842,105 Up ×1
MRK Merck & Company, Inc. Common Stock (new) $14,205,289 0.75% 110,547 $8,210,517 Up ×3
PANW Palo Alto Networks, Inc. - Common Stock $14,111,749 0.74% 41,381 $8,452,132 Up ×2
XOM Exxon Mobil Corporation Common Stock $13,947,901 0.74% 102,018 $-3,384,734 Down ×1
GILD Gilead Sciences, Inc. - Common Stock $13,333,166 0.70% 105,534 $-3,287,961 Down ×1
V Visa Inc. $12,967,430 0.68% 37,796 $1,503,467 Down ×2
GE GE Aerospace Common Stock $12,783,435 0.67% 34,205 $3,136,390 Up ×1
AEP American Electric Power Company, Inc. - Common Stock $11,718,324 0.62% 85,654 $7,480,770 Up ×2
MCD McDonald's Corporation Common Stock $10,217,448 0.54% 37,799 $-1,209,057 Up ×3
TXN Texas Instruments Incorporated - Common Stock $9,675,352 0.51% 32,460 $3,610,807 Up ×2
NOC Northrop Grumman Corporation Common Stock $8,478,993 0.45% 16,648 $-11,371,462 Down ×1
CSCO Cisco Systems, Inc. - Common Stock $8,059,283 0.43% 68,613 $5,209,325 Up ×1
MDLZ Mondelez International, Inc. - Class A Common Stock $7,999,619 0.42% 138,306 $-2,773 Down ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $7,977,687 0.42% 7,888 $1,545,625 Up ×1
PEP PepsiCo, Inc. - Common Stock $6,819,963 0.36% 50,369 $-9,471,977 Down ×1
VTI $6,670,237 0.35% 18,026 $893,946 Up ×6
RTX RTX Corporation Common Stock $6,571,868 0.35% 34,638 $-2,253,307 Down ×4
PG Procter & Gamble Company (The) Common Stock $6,260,888 0.33% 42,696 $-449,742 Down ×5
APH Amphenol Corporation Common Stock $5,974,956 0.32% 33,887 $1,685,121 Down ×2
NSRGY $5,624,434 0.30% 54,771 $5,060,753 Up ×1
ANET Arista Networks, Inc. Common Stock $5,064,293 0.27% 29,811 $1,405,326 Up ×1
VWO $4,688,709 0.25% 78,551 $4,270,524 Up ×1
NVS Novartis AG Common Stock $4,539,395 0.24% 28,965 $219,167 Up ×1
WFC Wells Fargo & Company Common Stock $4,492,724 0.24% 54,365 $-11,150,323 Down ×1
ADI Analog Devices, Inc. - Common Stock $4,470,943 0.24% 11,257 $3,763,718 Up ×1
CRH CRH PLC Ordinary Shares $4,074,667 0.21% 38,081 $2,540,125 Up ×4
ADP Automatic Data Processing, Inc. - Common Stock $4,059,094 0.21% 18,125 $364,063 Down ×5
IWO $4,057,394 0.21% 10,299 $825,465
PWR Quanta Services, Inc. Common Stock $3,970,301 0.21% 5,514 $990,769 Up ×1
HWM Howmet Aerospace Inc. Common Stock $3,946,058 0.21% 14,677 $734,598 Up ×3
IDXX IDEXX Laboratories, Inc. - Common Stock $3,828,272 0.20% 7,272 $-245,430 Up ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $3,757,998 0.20% 7,869
EXR Extra Space Storage Inc Common Stock $3,732,466 0.20% 25,688 $359,540 Down ×4
CMI Cummins Inc. Common Stock $3,456,216 0.18% 4,846 $3,186,130 Up ×2
Unknown issuer (CUSIP: 922908710) $3,222,796 0.17% 4,657 $368,723 Down ×1
ORLY O'Reilly Automotive, Inc. - Common Stock $3,161,910 0.17% 34,335 $142,635 Up ×1
SHW Sherwin-Williams Company (The) Common Stock $3,086,140 0.16% 8,963 $249,914 Up ×1
DVN Devon Energy Corporation Common Stock $3,042,846 0.16% 73,641 Up ×1
CHD Church & Dwight Company, Inc. Common Stock $2,989,523 0.16% 30,858 $131,598 Up ×3
IWF $2,937,366 0.15% 23,656 $404,976 Up ×1
PH Parker-Hannifin Corporation Common Stock $2,716,239 0.14% 2,777 $261,491 Up ×1
MAR Marriott International - Class A Common Stock $2,589,312 0.14% 6,987 $523,538 Up ×3
ISRG Intuitive Surgical, Inc. - Common Stock $2,504,986 0.13% 6,299 $-900,347 Down ×5
Unknown issuer (CUSIP: 680414109) $2,362,151 0.12% 105,831 $1,120,323 Up ×1
XLK XLK $2,270,427 0.12% 11,917 Up ×1
HEIA $2,208,999 0.12% 8,565 Up ×1
GWW W.W. Grainger, Inc. Common Stock $2,148,072 0.11% 1,579 $433,319 Up ×1
NBIX Neurocrine Biosciences, Inc. - Common Stock $2,122,024 0.11% 12,591 Up ×1
META Meta Platforms, Inc. - Class A Common Stock $2,021,085 0.11% 3,588 $-99,801 Down ×2
ITW Illinois Tool Works Inc. Common Stock $1,970,103 0.10% 7,284 $68,945 Down ×1
DE Deere & Company Common Stock $1,967,692 0.10% 3,102 $-465,201 Down ×1
HEI Heico Corporation Common Stock $1,928,056 0.10% 5,413 $534,023 Up ×1
LRCX Lam Research Corporation - Common Stock $1,923,985 0.10% 4,440 $975,335
MDY $1,902,535 0.10% 2,705 $234,199
IWM $1,825,835 0.10% 6,077 $542,187 Up ×4
RSP $1,813,439 0.10% 8,523 $-15,942 Down ×1
DIA $1,807,992 0.10% 3,461 $202,575 Down ×1
IRM Iron Mountain Incorporated (Delaware)Common Stock REIT $1,792,970 0.09% 14,195 $356,371 Up ×2
ASML ASML Holding N.V. - New York Registry Shares $1,677,098 0.09% 843 $634,963 Up ×1
TJX TJX Companies, Inc. (The) Common Stock $1,669,984 0.09% 11,023 $-95,340 Down ×1
RSG Republic Services, Inc. Common Stock $1,628,784 0.09% 7,644 $-29,635 Up ×2
WMT Walmart Inc. - Common Stock $1,620,864 0.09% 14,311 $-157,707
EBC Eastern Bankshares, Inc. - Common Stock $1,535,361 0.08% 69,036 $200,274 Up ×1
CW Curtiss-Wright Corporation Common Stock $1,501,123 0.08% 1,981 $168,171 Up ×1
BHP BHP Group Limited American Depositary Shares (Each representing two Ordinary Shares) $1,476,503 0.08% 17,723 $-1,352,428 Down ×1
KRE $1,418,033 0.07% 18,945 Up ×1
AXP American Express Company Common Stock $1,408,473 0.07% 4,164 $321,662 Up ×1
TT Trane Technologies plc $1,369,845 0.07% 2,789 $225,477 Up ×2

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
JNJ $34,198,838 1.80% up ×4
HTHIY $17,394,228 0.92% up ×6
MRK $14,205,289 0.75% up ×3
MCD $10,217,448 0.54% up ×3
VTI $6,670,237 0.35% up ×6
CRH $4,074,667 0.21% up ×4
HWM $3,946,058 0.21% up ×3
CHD $2,989,523 0.16% up ×3
MAR $2,589,312 0.14% up ×3
IWM $1,825,835 0.10% up ×4
PFGC $1,197,271 0.06% up ×3
PLTR $879,925 0.05% up ×3
VO $805,358 0.04% up ×3
BN $391,828 0.02% up ×3

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
TSM $3,757,998 7,869 0.20%
DVN $3,042,846 73,641 0.16%
XLK $2,270,427 11,917 0.12%
HEIA $2,208,999 8,565 0.12%
NBIX $2,122,024 12,591 0.11%
KRE $1,418,033 18,945 0.07%
MDB $600,253 1,787 0.03%
AVB $448,139 2,375 0.02%
CFG $384,264 5,484 0.02%
MRVL $382,789 1,285 0.02%
SANM $381,898 1,509 0.02%
Unknown issuer (CUSIP: 438516205) $380,070 1,697 0.02%
Unknown issuer (CUSIP: 43849R105) $374,731 1,695 0.02%
AMAT $372,345 515 0.02%
KLAC $349,984 1,160 0.02%

Top movers (QoQ)

Security Action Shares Δ Value Δ
GOOGL Trimmed -16K +$22.4M
LLY Trimmed -2K +$20.6M
GLD Trimmed -23K -$19.3M
AVGO Trimmed -15K +$16.4M
NVDA Trimmed -9K +$14.8M
GEV Trimmed -604 +$14.6M
MS Bought more +7K +$12.6M
NOC Trimmed -12K -$11.4M
WFC Trimmed -142K -$11.2M
AAPL Bought more +4K +$11.0M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
NOW June 30, 2026 88,379 $9,240,024 30.6%
BLDR June 30, 2026 72,198 $5,944,061 -21.1%
LHX June 30, 2026 15,169 $5,235,580 -7.0%
XYZ Sept. 30, 2025 66,261 $4,501,110 10.8%
AZN June 30, 2026 22,732 $4,483,205 -12.7%
HUBS Dec. 31, 2025 9,006 $4,213,007 -41.8%
ITA June 30, 2026 19,054 $4,168,062 No longer tracked
BWXT Dec. 31, 2025 21,953 $4,047,475 -8.5%
CTRA June 30, 2026 105,291 $3,699,926 No longer tracked
FCX Sept. 30, 2025 85,093 $3,688,782 96.6%
FTNT Sept. 30, 2025 34,235 $3,619,324 77.7%
PYPL June 30, 2025 45,322 $2,957,260 -16.3%
EWJ Sept. 30, 2025 38,549 $2,890,019 No longer tracked
TSLA March 31, 2025 7,003 $2,828,092 34.6%
RBLX Sept. 30, 2025 26,415 $2,778,858 -71.9%
CMG Sept. 30, 2025 48,810 $2,740,681 -8.4%
IBIT June 30, 2025 58,030 $2,716,384
SONY March 31, 2026 101,550 $2,599,680 15.0%
REGN June 30, 2026 3,109 $2,402,138 34.4%
MDB March 31, 2025 10,225 $2,380,482 138.6%
NET June 30, 2025 20,936 $2,359,278 40.6%
XBI June 30, 2026 18,249 $2,330,945 No longer tracked
WPM June 30, 2026 16,878 $2,211,187 38.3%
ROL June 30, 2026 32,222 $1,720,977 -12.5%
ARWR March 31, 2026 22,000 $1,460,580 40.7%
TOST Sept. 30, 2025 26,401 $1,169,300 -2.4%
NVO March 31, 2025 13,353 $1,148,625 -32.7%
RDDT Dec. 31, 2025 4,749 $1,092,223 -33.3%
UNH March 31, 2026 2,543 $839,470 43.1%
HON June 30, 2026 3,532 $798,338 -1.9%
ICE June 30, 2026 4,562 $717,511 30.7%
CYBR March 31, 2026 1,336 $595,936 No longer tracked
SHOP June 30, 2026 4,372 $518,607 27.7%
TPG March 31, 2025 8,002 $502,846 11.2%
PHM Dec. 31, 2025 3,711 $490,334 9.2%
BMY Sept. 30, 2025 9,996 $462,715 46.5%
XLF March 31, 2026 7,833 $429,013 No longer tracked
SWKS March 31, 2025 4,771 $423,092 5.1%
FIS Sept. 30, 2025 5,140 $418,447 -38.2%
INFL June 30, 2025 9,841 $400,037 No longer tracked
KHC June 30, 2025 12,816 $389,991 -1.3%
FISV Dec. 31, 2025 2,958 $381,375 -23.3%
NRG March 31, 2025 4,219 $380,638 20.0%
HRB Dec. 31, 2025 7,339 $371,133 20.4%
MSI Sept. 30, 2025 792 $333,004 4.3%
PLD June 30, 2026 2,454 $324,370 4.3%
MKC June 30, 2026 6,413 $323,472 9.7%
MDB March 31, 2026 762 $319,804 71.0%
CADE March 31, 2026 6,934 $297,053 No longer tracked
DOCU June 30, 2025 3,522 $286,691 -21.8%
DKNG Dec. 31, 2025 7,572 $283,193 -27.5%
CARR Sept. 30, 2025 3,661 $267,949 2.1%
TRP June 30, 2026 4,250 $266,050 -4.4%
LOW Sept. 30, 2025 1,193 $264,691 -13.4%
EOG June 30, 2025 2,058 $263,918 27.7%
INDA June 30, 2026 5,620 $263,241 No longer tracked
CPRT March 31, 2026 6,630 $259,564 3.3%
LEA March 31, 2025 2,685 $254,269 45.6%
EADSY March 31, 2026 4,325 $250,504 No longer tracked
URI March 31, 2025 355 $250,076 76.6%
EQT Dec. 31, 2025 4,503 $245,098 0.5%
VRT March 31, 2025 2,144 $243,580 266.0%
CCEP March 31, 2026 2,676 $242,713 18.8%
TRI Sept. 30, 2025 1,187 $238,741 -32.1%
AMAT March 31, 2026 921 $236,688 44.6%
XYL March 31, 2026 1,732 $235,864 -4.7%
KKR March 31, 2025 1,559 $230,592 -6.0%
FNF Dec. 31, 2025 3,810 $230,467 -12.8%
BKNG March 31, 2026 43 $230,279 22.9%
BEPC March 31, 2026 6,000 $230,040 -15.6%
TOST March 31, 2026 6,461 $229,430 34.4%
SPGI March 31, 2026 433 $226,281 2.0%
TMUS March 31, 2025 1,011 $223,158 -31.4%
YUMC June 30, 2025 4,272 $222,400 9.8%
FNF June 30, 2025 3,417 $222,378 -11.9%
CHKP June 30, 2026 1,554 $221,989 -1.4%
CL Sept. 30, 2025 2,408 $218,887 12.9%
AMD June 30, 2025 2,123 $218,117 231.8%
GM June 30, 2025 4,588 $215,774 78.2%
KKR Sept. 30, 2025 1,611 $214,311 -16.4%
EXE June 30, 2025 1,925 $214,291 -18.5%
CTSH June 30, 2026 3,492 $214,234 57.2%
ONEQ March 31, 2025 2,816 $214,185
FIS March 31, 2025 2,646 $213,717 -45.4%
FTEC March 31, 2025 1,153 $213,167 No longer tracked
MCO March 31, 2026 410 $209,448 14.5%
MCO Sept. 30, 2025 410 $205,652 4.9%
BKNG March 31, 2025 41 $203,705 -95.5%
TSM March 31, 2026 670 $203,606 24.3%
MELI Dec. 31, 2025 87 $203,314 -3.8%
IR March 31, 2025 2,233 $201,997 0.8%
SCHX March 31, 2026 7,502 $201,879 No longer tracked
PR Sept. 30, 2025 14,727 $200,582 86.0%
VBK March 31, 2025 715 $200,243 No longer tracked