Latest MOODY LYNN & LIEBERSON, LLC Stock Portfolio

MOODY LYNN & LIEBERSON, LLC Performance:

2026 Q1: -4.2%YTD: -4.2%2025: 18.88%

Performance for 2026 Q1 is -4.2%, and YTD is -4.2%, and 2025 is 18.88%.

About MOODY LYNN & LIEBERSON, LLC and 13F Hedge Fund Stock Holdings

MOODY LYNN & LIEBERSON, LLC is a hedge fund based in Boston, MA. On 2026-04-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, MOODY LYNN & LIEBERSON, LLC reported an equity portfolio of $1.8 Billions as of 31 Mar, 2026.

The top stock holdings of MOODY LYNN & LIEBERSON, LLC are GOOG, NVDA, AVGO. The fund has invested 6.5% of it's portfolio in ALPHABET INC CAP STOCK CL A and 6.3% of portfolio in NVIDIA CORPORATION .

The fund managers got completely rid off ASTRAZENECA PLC SP ADR (AZN), SONY GROUP CORPORATION SP ADR (SONY) and ARROWHEAD PHARMACEUTICALS INC (ARWR) stocks. They significantly reduced their stock positions in SHOPIFY INC CL A (SHOP), CROWDSTRIKE HOLDINGS INC CL A (CRWD) and AMERICAN EXPRESS CO (AXP). MOODY LYNN & LIEBERSON, LLC opened new stock positions in ASTRAZENECA PLC, BHP GROUP LTD SP ADS (BHP) and ISHARES MSCI JAPAN ETF (EMGF). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN ELECTRIC POWER CO INC (AEP), DEERE & CO (DE) and FIDELITY CONTRAFUND.

MOODY LYNN & LIEBERSON, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that MOODY LYNN LIEBERSON & WALKER, LLC made a return of -4.2% in the last quarter. In trailing 12 months, it's portfolio return was 18.18%.

Performance
S&P 500

New Buys

Ticker	$ Bought
astrazeneca plc	4,483,200
bhp group ltd sp ads	2,828,930
ishares msci japan etf	558,908
generac holdings inc	394,176
fidelity secs fund otc portfol	308,634
huntington bancshares inc	269,211
ishares msci india etf	263,241
eog resources inc	232,179

New stocks bought by MOODY LYNN & LIEBERSON, LLC

Additions

Ticker	% Inc.
american electric power co inc	1,368
deere & co	612
fidelity contrafund	75.04
builders firstsource inc	73.89
mondelez intl inc cl a	60.75
vanguard star funds tl int sto	47.85
danaher corporation	47.33
palo alto networks inc	47.15

Additions to existing portfolio by MOODY LYNN & LIEBERSON, LLC

Reductions

Ticker	% Reduced
shopify inc cl a	-86.61
crowdstrike holdings inc cl a	-80.04
american express co	-77.12
heico corp	-57.83
arista networks inc	-50.23
oreilly automotive inc	-44.89
servicenow inc	-40.38
bank of america corp	-40.36

MOODY LYNN & LIEBERSON, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
sony group corporation sp adr	-2,599,680
astrazeneca plc sp adr	-4,401,420
arrowhead pharmaceuticals inc	-1,460,580
financial select sector spdr f	-429,013
schwab u.s. large-cap etf	-201,879
cadence bank	-297,053
copart inc	-259,564
toast inc cl a	-229,430

MOODY LYNN & LIEBERSON, LLC got rid off the above stocks

Sector Distribution

MOODY LYNN LIEBERSON & WALKER, LLC has about 22.3% of it's holdings in Technology sector.

Sector	%
Technology	22.3
Others	16.1
Healthcare	15.8
Financial Services	11.7
Industrials	9.2
Communication Services	9.1
Consumer Cyclical	5.4
Consumer Defensive	3.4
Energy	2.9
Basic Materials	2.3
Utilities	1.4

Market Cap. Distribution

MOODY LYNN LIEBERSON & WALKER, LLC has about 83.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	60.8
LARGE-CAP	22.8
UNALLOCATED	16.1

Stocks belong to which Index?

About 82.7% of the stocks held by MOODY LYNN LIEBERSON & WALKER, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	82.7
Others	17

Top 5 Winners (%)		%
GLW	corning inc	55.0 %
VRT	vertiv holdings co cl a	54.7 %
VLO	valero energy corp	51.8 %
LNG	cheniere energy inc new	45.7 %
COP	conocophillips	36.6 %

Top 5 Winners ($)		$
	ge vernova inc	9.6 M
GLD	spdr gold shares	6.1 M
CVX	chevron corp	5.8 M
LIN	linde plc	4.8 M
JNJ	johnson & johnson	4.7 M

Top 5 Losers (%)		%
INTU	intuit	-30.9 %
ADBE	adobe systems incorporated	-29.9 %
CRM	salesforce inc	-29.3 %
SAP	sap se sp adr	-28.3 %
CTSH	cognizant technology solutions	-26.1 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-22.1 M
LLY	lilly eli & co	-12.9 M
AVGO	broadcom inc	-11.9 M
GOOG	alphabet inc cap stock cl a	-10.2 M
BX	blackstone inc	-9.9 M

MOODY LYNN & LIEBERSON, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MOODY LYNN & LIEBERSON, LLC

MOODY LYNN LIEBERSON & WALKER, LLC has 250 stocks in it's portfolio. About 43.8% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. was the most profitable stock for MOODY LYNN LIEBERSON & WALKER, LLC last quarter.

Last Reported on: 13 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.97	278,562	70,696,200	reduced	-0.2

AAXJ	ishares u.s. aerospace & defen	0.23	19,054	4,168,060	reduced	-4.95

ABBV	abbvie inc	2.15	176,293	38,342,000	reduced	-8.4

ABT	abbott laboratories	1.19	206,625	21,214,200	reduced	-23.41

ACN	accenture plc ireland class a	0.08	6,875	1,363,240	reduced	-2.84

ACWF	ishares currency hedged msci e	0.01	5,300	225,223	unchanged	0.00

ADBE	adobe systems incorporated	0.02	1,627	395,491	reduced	-4.12

ADI	analog devices inc	0.04	2,223	707,225	reduced	-0.49

ADP	automatic data processing inc	0.21	18,186	3,695,030	reduced	-0.57

AEM	agnico eagle mines ltd	0.06	5,408	1,097,720	reduced	-3.26

AEP	american electric power co inc	0.24	32,328	4,237,550	added	1,368

AFK	vaneck gold miners etf	0.05	9,000	825,930	reduced	-1.1

AGZD	wisdomtree india earnings fund	0.02	9,052	369,322	unchanged	0.00

ALL	allstate corp	0.02	1,931	400,374	unchanged	0.00

AMAT	applied materials inc	0.00	0.00	0.00	sold off	-100

AMCR	amcor plc	0.01	5,396	214,491	new

AMCR	amcor plc	0.00	0.00	0.00	sold off	-100

AMGN	amgen inc	0.24	12,366	4,350,980	reduced	-5.28

AMPS	ishares msci india etf	0.01	5,620	263,241	new

AMPS	ishares msci usa min vol facto	0.01	2,407	223,225	unchanged	0.00