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Moody Lynn Lieberson & Walker, LLC

CIK 938592 · latest 13F filed 14 October 2026 · Read the filing on EDGAR

Moody Lynn Lieberson & Walker, LLC reported 265 US-listed holdings worth $1.93 billion in its 13F for the quarter ended 30 September 2026, filed 14 October 2026. Its largest: NVIDIA Corp. (7.6%), Alphabet Inc. (6.9%) and Broadcom Inc. (5.5%). Against the quarter before, it opened 16 positions, added to 67, trimmed 92 and sold out of 15.

Filed before as Moody Lynn & Lieberson, LLC.

Reported holdings$1.93B+1.7% on Q2 2026
Positions265+1 on Q2 2026
The largest ten47.3%of its reported holdings
Latest 13FQ3 2026filed 14 October 2026
Where the money is
Added toHeldTrimmed
NVDA7.6%GOOGL6.9%AVGO5.5%MSFT5.1%AAPL4.9%LLY4.9%JPM3.5%AMZN3.4%GLD3.0%BRKB2.5%MS2.5%ABBV2.4%GEV2.2%MA2.1%251 more43.4%

The 14 largest of its 265 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q4 2024: $1.63 billion in 246 positions$1.63BQ4 24Q1 2025: $1.56 billion in 244 positions$1.56BQ1 25Q2 2025: $1.73 billion in 258 positions$1.73BQ2 25Q3 2025: $1.86 billion in 259 positions$1.86BQ3 25Q4 2025: $1.89 billion in 265 positions$1.89BQ4 25Q1 2026: $1.78 billion in 250 positions$1.78BQ1 26Q2 2026: $1.90 billion in 264 positions$1.90BQ2 26Q3 2026: $1.93 billion in 265 positions$1.93BQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 16Added 67Held 90Trimmed 92Sold out 15
Opened: 16Added: 67Held: 90Trimmed: 92Sold out: 15

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 16

  1. ExxonMobil Holdings Corp. XOM$19.8 million
  2. Space Exploration Techn Corp. Class A Com STK SPCX$10.9 million
  3. ServiceNow, Inc. NOW$4.6 million
  4. Bristol-Myers Squibb Co. BMY$3.6 million
  5. Motorola Solutions, Inc. MSI$2.0 million
  6. Vivmark Residential VMRK$396,034
  7. Fidelity New Millennium$389,812
  8. DoorDash, Inc. DASH$348,011

and 8 more in the table below

Added to 67

  1. Palantir Technologies Inc. PLTR+41,138 shares · +545%
  2. CrowdStrike Holdings, Inc. CRWD+14,675 shares · +952%
  3. SPDR S&P 500 SPY+4,931 shares · +24%
  4. Amgen Inc. AMGN+8,875 shares · +322%
  5. Amazon.com Inc. AMZN+13,413 shares · +5%
  6. Abbott Laboratories ABT+33,287 shares · +13%
  7. Amphenol Corp. APH+33,937 shares · +100%
  8. JPMorgan Chase & Co. JPM+8,340 shares · +4%

and 59 more in the table below

Trimmed 92

  1. American Electric Power Co. Inc. AEP-82,288 shares · -96%
  2. Southern Co. SO-87,665 shares · -55%
  3. GE Vernova Inc. GEV-5,184 shares · -10%
  4. Vanguard Ftse Emerging Markets VWO-71,304 shares · -91%
  5. Netflix Inc. NFLX-52,198 shares · -19%
  6. Analog Devices Inc. ADI-9,109 shares · -81%
  7. Home Depot, Inc. HD-11,821 shares · -19%
  8. Howmet Aerospace Inc. HWM-13,080 shares · -89%

and 84 more in the table below

Sold out of 15

  1. ExxonMobil Holdings Corp. XOM$13.9 million last quarter
  2. Taiwan Semiconductor Manufacturing Company Limited TSM$3.8 million last quarter
  3. Cummins Inc. CMI$3.5 million last quarter
  4. Technology Select Sector SPDR ETF XLK$2.3 million last quarter
  5. Neurocrine Biosciences Inc. NBIX$2.1 million last quarter
  6. BHP Group Limited BHP$1.5 million last quarter
  7. SPDR Ser Trust KRE$1.4 million last quarter
  8. Avalonbay Cmntys Inc. AVB$448,139 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
NVIDIA Corp. NVDA641,876$146.6 million7.61%+7,897
Alphabet Inc. GOOGL385,320$132.6 million6.88%+147
Broadcom Inc. AVGO302,677$106.3 million5.52%-5,548
Microsoft Corp. MSFT191,360$98.1 million5.09%+5,075
Apple Inc. AAPL283,600$94.4 million4.90%+1,419
Eli Lilly & Co. LLY81,580$94.4 million4.90%+413
JPMorgan Chase & Co. JPM204,263$67.6 million3.51%+8,340
Amazon.com Inc. AMZN264,863$66.0 million3.42%+13,413
SPDR Gold Trust GLD152,964$58.3 million3.02%+3,193
Berkshire Hathaway Inc. Class B BRKB96,402$48.0 million2.49%-1,079
Morgan Stanley MS255,213$48.0 million2.49%-1,176
AbbVie Inc. ABBV173,972$45.5 million2.36%+5,008
GE Vernova Inc. GEV44,796$42.6 million2.21%-5,184
Mastercard Inc. MA75,008$41.4 million2.15%-182
Johnson & Johnson JNJ138,264$36.6 million1.90%+3,607
Waste Management Inc. WM179,388$36.6 million1.90%-212
Linde plc LIN69,537$33.0 million1.71%-558
Vertex Pharmaceuticals Inc. VRTX56,875$29.7 million1.54%+251
Thermo Fisher Scientific Inc. TMO41,942$28.3 million1.47%+1,022
Abbott Laboratories ABT281,504$27.8 million1.44%+33,287
Eaton Corp. plc ETN63,026$27.1 million1.41%+165
Blackstone Inc. BX233,783$26.2 million1.36%+1,438
Chevron Corp. CVX121,465$24.8 million1.29%+1,215
Hitachi Ltd F HTHIY644,165$22.2 million1.15%+15,079
Coca-Cola Co. KO243,037$20.9 million1.09%+134
ExxonMobil Holdings Corp. XOM121,369$19.8 million1.03%new
SPDR S&P 500 SPY25,358$19.3 million1.00%+4,931
Merck & Co., Inc. MRK129,062$18.8 million0.97%+18,515
Stryker Corp. SYK67,329$18.5 million0.96%-10,483
Gilead Sciences, Inc. GILD123,572$18.4 million0.96%+18,038
Union Pacific Corp. UNP63,252$17.2 million0.89%+3,060
Alphabet Inc. GOOG49,046$16.7 million0.87%-399
Palo Alto Networks Inc. PANW40,423$16.1 million0.83%-958
Netflix Inc. NFLX217,480$15.1 million0.79%-52,198
Home Depot, Inc. HD51,710$14.7 million0.76%-11,821
Ferguson Enterprises Inc. FERG64,502$14.4 million0.75%-6,475
Visa Inc. V37,628$13.5 million0.70%-168
Space Exploration Techn Corp. Class A Com STK SPCX72,576$10.9 million0.57%new
Texas Instruments Inc. TXN35,488$9.9 million0.52%+3,028
Palantir Technologies Inc. PLTR48,680$9.1 million0.47%+41,138
McDonald's Corp. MCD38,512$8.9 million0.46%+713
General Electric Co. GE26,093$8.1 million0.42%-8,112
Mondelez International, Inc. MDLZ139,542$8.1 million0.42%+1,236
Arista Networks, Inc. ANET37,157$7.6 million0.39%+7,346
Cisco Systems, Inc. CSCO68,913$7.4 million0.38%+300
Goldman Sachs Group Inc. GS7,886$7.1 million0.37%-2
RTX Corp. RTX37,487$7.0 million0.36%+2,849
Northrop Grumman Corp. NOC14,137$6.8 million0.35%-2,511
Nestle SA Sponsored ADR Repstg Reg SHS NSRGY69,589$6.3 million0.33%+14,818
VG Totl STK Vprs VTI16,540$6.2 million0.32%-1,486
Southern Co. SO72,102$6.0 million0.31%-87,665
Procter & Gamble Co. PG40,880$5.9 million0.31%-1,816
PepsiCo Inc. PEP46,543$5.9 million0.31%-3,826
Amphenol Corp. APH67,824$5.7 million0.30%+33,937
Amgen Inc. AMGN11,628$4.9 million0.25%+8,875
Automatic Data Processing Inc. ADP17,974$4.6 million0.24%-151
ServiceNow, Inc. NOW34,322$4.6 million0.24%new
CrowdStrike Holdings, Inc. CRWD16,216$4.3 million0.22%+14,675
Wells Fargo & Company WFC53,507$4.3 million0.22%-858
IDEXX Laboratories Inc. IDXX7,272$3.8 million0.20%no change
iShares Trust IWO10,299$3.7 million0.19%no change
Bristol-Myers Squibb Co. BMY58,236$3.6 million0.19%new
Novartis AG NVS24,098$3.4 million0.18%-4,867
Devon Energy Corp. DVN73,841$3.4 million0.18%+200
Extra Space Storage Inc. EXR25,348$3.3 million0.17%-340
Vanguard Index FDS4,642$3.3 million0.17%-15
iShares Trust IWF23,496$2.9 million0.15%-160
Sherwin Williams Co. SHW9,056$2.9 million0.15%+93
Church & Dwight Co. Inc. CHD30,658$2.9 million0.15%-200
Quanta Services, Inc. PWR4,354$2.8 million0.15%-1,160
Parker-Hannifin Corp. PH2,847$2.7 million0.14%+70
Meta Platforms, Inc. META3,588$2.6 million0.14%no change
Intuitive Surgical Inc. ISRG6,250$2.5 million0.13%-49
Old Westbury Funds Inc. Large C105,831$2.4 million0.12%no change
Marriott International Inc. MAR6,211$2.2 million0.11%-776
Heico Corp. New HEIA9,165$2.1 million0.11%+600
ASML Holding N.V. ASML1,151$2.1 million0.11%+308
iShares Russell 2000 ETF IWM7,487$2.1 million0.11%+1,410
Motorola Solutions, Inc. MSI4,536$2.0 million0.10%new
O'Reilly Automotive, Inc. ORLY23,074$2.0 million0.10%-11,261
W.W. Grainger, Inc. GWW1,579$2.0 million0.10%no change
Illinois Tool Works Inc. ITW7,271$1.9 million0.10%-13
Invesco Exchange Traded FD T RSP8,833$1.8 million0.10%+310
SPDR Dow Jones Indl Average DIA3,461$1.8 million0.09%no change
SPDR S&P MidCap 400 ETF MDY2,670$1.8 million0.09%-35
Valero Energy Corp. VLO4,485$1.7 million0.09%no change
Heico Corp. New HEI5,451$1.7 million0.09%+38
Republic Services, Inc. RSG7,641$1.6 million0.08%-3
Iron Mountain Inc. IRM14,278$1.6 million0.08%+83
Lam Research Corp. LRCX4,540$1.5 million0.08%+100
Walmart Inc. WMT13,934$1.4 million0.08%-377
Eastern Bankshares, Inc. EBC69,036$1.4 million0.07%no change
iShares Trust IBB6,633$1.4 million0.07%+1,108
Trane Technologies plc TT2,787$1.3 million0.07%-2
Vanguard Specialized Funds VIG5,307$1.2 million0.06%no change
Mettler Toledo International Inc. MTD812$1.2 million0.06%no change
iShares S&P Growth Index FD IVW8,478$1.2 million0.06%-1,226
BlackRock, Inc. BLK1,133$1.2 million0.06%-22
iShares Trust EFA11,518$1.2 million0.06%-18
Altria Group, Inc. MO17,368$1.2 million0.06%+1,714
Cabot Corp. CBT15,000$1.2 million0.06%no change
Public Storage PSA4,000$1.1 million0.06%no change
Costco Wholesale Corp. COST1,209$1.1 million0.06%-12
Agnico Eagle Mines Ltd AEM5,958$1.1 million0.06%+400
Intel Corp. INTC9,020$1.1 million0.06%-90
Curtiss Wright Corp. CW1,981$1.1 million0.06%no change
TJX Companies Inc. TJX8,109$1.1 million0.06%-2,914
American Express Co. AXP3,526$1.1 million0.06%-638
Take-Two Interactive Software, Inc. TTWO5,128$1.1 million0.06%+22
Vanguard S&P 500 VOO1,493$1.0 million0.05%+7
Select Sector SPDR Trust XLV6,201$1.0 million0.05%no change
iShares Core S&P Mid-Cap ETF IJH13,759$989,9600.05%-94
Walt Disney Co. DIS9,070$951,4430.05%-125
Packaging Corp. of America PKG4,106$941,3420.05%-150
Accenture plc ACN5,008$918,3170.05%-392
Performance Food Group Co. PFGC9,960$911,4400.05%-750
Commercial Metals Co. CMC14,593$906,2250.05%no change
Principal MidCap Institutional23,680$902,4450.05%no change
Oracle Corp. ORCL6,330$869,1090.05%-1,918
Pfizer Inc. PFE30,451$868,4630.05%-15
Analog Devices Inc. ADI2,148$852,1330.04%-9,109
Mongodb Inc. MDB2,439$850,2600.04%+652
iShares Trust IWR7,911$844,1830.04%no change
Axon Enterprise, Inc. AXON1,988$839,9700.04%no change
J.M. Smucker Co. SJM7,024$835,2240.04%+4,735
Delaware Equity Funds V Small24,281$834,2950.04%no change
CRH Public Ltd. Co. CRH9,661$799,9310.04%-28,420
Vanguard Mid Cap Index ETF VO10,004$784,5130.04%+8
Yum! Brands, Inc. YUM5,749$783,8190.04%-143
Starbucks Corp. SBUX8,192$769,7200.04%-70
Corning Inc. GLW5,000$768,8000.04%-270
iShares Core S&P Small-Cap ETF IJR5,629$765,7690.04%-233
Micron Technology Inc. MU707$753,0330.04%-270
Old Westbury Funds Inc. All Cap27,465$746,5010.04%-18,965
Bank of America Corp. BAC13,574$738,8320.04%-564
Fidelity 500 Index2,771$738,6250.04%no change
MSCI Inc. MSCI1,370$737,9640.04%+20
Vaneck ETF Trust GDX8,400$737,5200.04%-300
Williams Companies, Inc. WMB10,778$732,5810.04%no change
Fidelity Asset Manager 6038,722$722,5520.04%+12,722
Emerson Electric Co. EMR4,602$713,7700.04%no change
American Funds New Perspective9,416$709,7080.04%no change
NextEra Energy Inc. NEE9,311$705,2150.04%+1,409
Cheniere Energy Inc. LNG2,618$704,3210.04%no change
Txnm Energy Inc. TXNM11,976$698,4400.04%no change
Ss&c Technologies Hldgs Inc. SSNC8,823$679,9890.04%no change
Travelers Companies, Inc. TRV1,850$659,5430.03%-184
TransDigm Group Inc. TDG605$654,9730.03%no change
American Tower Corp. AMT3,968$649,5220.03%-82
iShares Inc. EWJ6,619$645,0880.03%no change
Enterprise Products Partners LP EPD18,115$645,0750.03%+750
Otis Worldwide Corp. OTIS9,873$635,0310.03%-30
HF Sinclair Corp. DINO5,908$634,0470.03%no change
Chubb Ltd. CB1,941$631,3100.03%no change
ConocoPhillips COP5,042$631,0060.03%-207
Lockheed Martin Corp. LMT1,238$630,4510.03%+157
Artisan International Value Fund10,823$627,7130.03%no change
Vanguard Ftse Developed Markets VEA8,378$591,5710.03%+201
W. R. Berkley Corp. WRB8,712$588,4080.03%no change
Snap-on Inc. SNA1,608$584,2670.03%-29
Dover Corp. DOV3,105$580,7900.03%-150
Illumina, Inc. ILMN2,118$579,6540.03%+811
Old Westbury Funds Inc. SML Mid29,818$562,0680.03%no change
Schwab S&P 500 Index28,130$556,1350.03%no change
Vanguard Total Intl Stock Index Admiral12,171$555,2360.03%+19
BJ's Wholesale Club Holdings, Inc. BJ5,898$542,6160.03%-301
International Business Machines Corp. IBM2,401$528,0520.03%-34
Simon Property Group Inc. SPG2,501$502,1010.03%no change
iShares Core S&P 500 ETF IVV654$500,8660.03%+2
Salesforce, Inc. CRM2,181$500,6920.03%-32
iShares Select Dividend ETF DVY3,210$488,1450.03%-125
Danaher Corp. DHR2,182$483,4220.03%-230
Blackstone Real Estate Income Trust Inc Cl I32,370$475,3550.02%no change
Citizens Financial Group Inc. CFG7,372$470,0390.02%+1,888
Waters Corp. WAT1,069$469,7080.02%-17
Invesco QQQ Trust QQQ633$468,2740.02%no change
Watsco Inc. WSO1,501$454,3380.02%-28
Fidelity Advisor New Ins8,076$439,1000.02%no change
Vanguard Ftse Emerging Markets VWO7,247$429,8200.02%-71,304
Generac Holdings Inc. GNRC2,045$423,2130.02%no change
PNC Financial Services Group, Inc. PNC1,885$418,9600.02%no change
Vanguard FTSE All-World ex-US ETF VEU5,022$416,6750.02%-773
iShares S&P 500 Value ETF IVE1,810$413,1870.02%no change
Deere & Co. DE615$413,0030.02%-2,487
Allstate Corp. ALL1,857$411,9940.02%-54
Spotify Technology S.A. SPOT834$406,4750.02%-73
Vertiv Holdings Co. VRT1,674$403,9530.02%+35
Fidelity Contrafund Inc. Com14,625$402,9050.02%-81
American Electric Power Co. Inc. AEP3,366$399,3420.02%-82,288
Vivmark Residential VMRK6,518$396,0340.02%new
Fidelity New Millennium5,003$389,8120.02%new
WEC Energy Group, Inc. WEC3,763$379,2350.02%-269
Loews Corp. L3,614$377,4100.02%no change
U.S. Bancorp USB6,511$376,0750.02%-494
Adobe Inc. ADBE1,564$375,2660.02%-31
Wisdomtree Trust EPI9,010$366,9770.02%-42
LPL Finl Hldgs Inc. LPLA1,200$366,9600.02%no change
Harris Assoc Inv Trust Oakmrk SLT3,576$366,2600.02%-25
Norfolk Southern Corp. NSC1,180$364,6200.02%no change
Howmet Aerospace Inc. HWM1,597$361,2090.02%-13,080
Harbor Capital Appreciation Fu2,790$357,9340.02%no change
Honeywell International Inc. HON1,688$356,0670.02%-9
Nike, Inc. NKE10,004$354,1420.02%no change
DoorDash, Inc. DASH1,896$348,0110.02%new
Verizon Communications Inc. VZ7,521$344,9880.02%no change
Philip Morris International Inc. PM1,806$344,6210.02%-19
Sanmina Corp. SANM1,590$341,7070.02%+81
Marvell Technology, Inc. MRVL1,285$339,5100.02%no change
Dominion Energy, Inc. D5,574$337,3380.02%no change
Brookfield Corporation BN9,200$335,4320.02%no change
Borgwarner Inc. BWA5,445$327,2990.02%new
Carlyle Group Inc. CG8,162$323,7050.02%new
iShares Russell 1000 Value Inde IWD1,300$322,3090.02%no change
Hrdg Lvnr Intl Equity10,261$321,9840.02%no change
American Financial Group Inc. AFG2,352$321,6600.02%no change
Barrick Mining Corp B7,800$317,2260.02%+1,850
SAP SE SAP1,499$312,5120.02%-157
Fidelity Covington Trust FTEC1,028$308,4620.02%no change
Abb Ltd Sponsored ADR ABBNY3,140$297,3890.02%no change
Ecolab Inc. ECL1,068$293,2510.02%-78
Snowflake Inc. SNOW859$291,6820.02%new
Freeport-McMoRan Inc. FCX4,162$291,3400.02%no change
Jacobs Solutions Inc. J2,100$284,0670.01%no change
Millrose Properties, Inc. MRP10,875$282,4240.01%no change
EPR Properties EPR5,008$281,0990.01%new
Alcon AG ALC4,201$272,0150.01%new
Honeywell Aerospace Inc. Com HONA1,695$262,6740.01%no change
Huntington Bancshares Inc. HBAN17,114$261,1600.01%no change
CareTrust Reit, Inc. CTRE7,022$256,8650.01%no change
ONEOK Inc. OKE2,973$253,5080.01%new
Entegris Inc. ENTG1,640$252,6580.01%-82
Brookfield Infrastructure Co. BIPC7,000$249,2700.01%no change
UnitedHealth Group Inc. UNH662$243,0070.01%no change
Fidelity Growth Discovery Fund3,050$241,5950.01%+44
Vanguard Small Cap Growth ETF VBK715$241,5480.01%no change
Public Service Enterprise Group Inc. PEG3,566$240,1340.01%no change
iShares Edge MSCI Min Vol USA ETF USMV2,407$234,5380.01%no change
Bank of New York Mellon Corp. BNY1,572$227,3580.01%no change
iShares Trust HEFA4,900$227,3110.01%-400
Hartford Mutual Funds II Inc. S7,898$226,9770.01%no change
Schwab US Large Cap SCHX7,458$223,7400.01%no change
Amcor plc AMCR5,325$222,9040.01%-1,175
Applied Materials Inc. AMAT435$222,4500.01%-80
Gildan Activewear Inc. GIL5,161$220,0130.01%+375
Caterpillar Inc. CAT271$219,7240.01%+34
EOG Resources Inc. EOG1,587$218,6250.01%no change
J P Morgan Exchange Traded F BBJP2,753$216,1100.01%no change
SPDR Ser Trust SPYM2,400$215,4240.01%no change
Brookfield Renewable Corp. Class A Ex Sub VTG BEPC7,550$213,0610.01%+800
Ftai Aviation Ltd FTAI1,275$212,9630.01%+175
KLA Corp. KLAC1,090$212,4740.01%-70
Vanguard Small Cap ETF VB745$211,9450.01%no change
Colgate-Palmolive Co. CL2,474$211,0820.01%no change
iShares Trust IWV482$208,0600.01%no change
Tekla Healthcare HQH9,958$208,0230.01%+294
First Citizens Bancshares Inc. FCNCN9,000$206,9100.01%no change
Atlas Copco AB SP ADR A New ATLKY10,052$206,7700.01%new
Phillips 66 PSX794$202,7160.01%new
BlackRock Funds IV Systamt MLT15,001$152,5600.01%no change
Vanguard MA Tax-Exempt Inv15,678$147,9980.01%no change
Federated Hermes Equity Funds17,152$105,3120.01%no change
BlackRock MGD Fund Inst11,001$102,6350.01%no change
Proqr Thrapeutics N V PRQR25,000$41,5000.00%no change
Elicio Therapeutics Inc. ELTX10,000$18,2000.00%no change
Searchlight Minerals Corp. New SRCH27,000$2160.00%no change
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 15 it sold out of are in the box above.