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Latest MOODY LYNN & LIEBERSON, LLC Stock Portfolio

MOODY LYNN & LIEBERSON, LLC Performance:
2025 Q4: -9.59%YTD: 4.06%2024: 24.74%
Performance for 2025 Q4 is -9.59%, and YTD is 4.06%, and 2024 is 24.74%.

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

MOODY LYNN & LIEBERSON, LLC is a hedge fund based in BOSTON, MA. On 30-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $1.5 Billions. In it's latest 13F Holdings report, MOODY LYNN & LIEBERSON, LLC reported an equity portfolio of $1.9 Billions as of 31 Dec, 2025.

The top stock holdings of MOODY LYNN & LIEBERSON, LLC are GOOG, NVDA, AVGO. The fund has invested 6.7% of it's portfolio in ALPHABET INC CAP STOCK CL A and 6.4% of portfolio in NVIDIA CORPORATION .

The fund managers got completely rid off HUBSPOT INC (HUBS), BWX TECHNOLOGIES INC (BWXT) and REDDIT INC CL A stocks. They significantly reduced their stock positions in INTERCONTINENTAL EXCHANGE INC (ICE), FINANCIAL SELECT SECTOR SPDR F (XLB) and SPOTIFY TECHNOLOGY SA. MOODY LYNN & LIEBERSON, LLC opened new stock positions in REGENERON PHARMACEUTICALS (REGN), SPDR S&P BIOTECH ETF (BIL) and WHEATON PRECIOUS METALS CORP. The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), UNION PACIFIC CORP (UNP) and ROLLINS INC (ROL).

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

Our best estimate is that MOODY LYNN & LIEBERSON, LLC made a return of -9.59% in the last quarter. In trailing 12 months, it's portfolio return was 4.06%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
regeneron pharmaceuticals 2,585,760
spdr s&p biotech etf2,295,210
wheaton precious metals corp2,052,130
mccormick & co inc non vtg428,139
vanguard star funds tl int sto331,862
mongodb inc cl a319,804
barrick mining corp 259,122
cummins inc240,932
New stocks bought by MOODY LYNN & LIEBERSON, LLC

Additions

Ticker% Inc.
netflix inc874
union pacific corp816
rollins inc718
howmet aerospace inc563
servicenow inc391
amgen inc374
ishares biotechnology fund192
heico corp175
Additions to existing portfolio by MOODY LYNN & LIEBERSON, LLC

Reductions

Ticker% Reduced
intercontinental exchange inc-94.03
financial select sector spdr f-91.86
spotify technology sa -88.66
cyberark software ltd-83.7
vanguard ftse emerging markets-83.29
oracle corp-74.00
wal-mart inc-60.7
oreilly automotive inc-54.61
MOODY LYNN & LIEBERSON, LLC reduced stake in above stock

Sold off

Ticker$ Sold
bwx technologies inc-4,047,480
hubspot inc-4,213,010
draftkings inc cl a-283,193
h&r block inc -371,133
reddit inc cl a-1,092,220
eqt corp -245,098
brown advisory funds sustnble -223,538
fidelity national financial in-230,467
MOODY LYNN & LIEBERSON, LLC got rid off the above stocks

Sector Distribution

MOODY LYNN & LIEBERSON, LLC has about 24.8% of it's holdings in Technology sector.

Sector%
Technology24.8
Healthcare16.4
Others14.8
Financial Services13.5
Communication Services9.5
Industrials8
Consumer Cyclical5.6
Consumer Defensive2.5
Basic Materials1.9
Energy1.6

Market Cap. Distribution

MOODY LYNN & LIEBERSON, LLC has about 84.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP56.9
LARGE-CAP27.9
UNALLOCATED14.9

Stocks belong to which Index?

About 83.8% of the stocks held by MOODY LYNN & LIEBERSON, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50083.8
Others15.9
Top 5 Winners (%)%
ARWR
arrowhead pharmaceuticals inc
63.3 %
LLY
lilly eli & co
39.9 %
GOOG
alphabet inc cap stock cl a
28.8 %
GOOG
alphabet inc cap stock cl c
27.6 %
LRCX
lam research corp new
26.6 %
Top 5 Winners ($)$
GOOG
alphabet inc cap stock cl a
28.0 M
LLY
lilly eli & co
25.6 M
GLD
spdr gold shares
7.7 M
AVGO
broadcom inc
5.8 M
MS
morgan stanley
4.9 M
Top 5 Losers (%)%
NFLX
netflix inc
-86.7 %
NOW
servicenow inc
-75.1 %
brookfield corp cl a
-29.2 %
elicio therapeutics inc
-27.2 %
ORCL
oracle corp
-19.3 %
Top 5 Losers ($)$
NFLX
netflix inc
-211.2 M
NOW
servicenow inc
-68.4 M
MSFT
microsoft corp
-6.7 M
BX
blackstone inc
-4.7 M
ETN
eaton corp plc
-4.7 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, LLC has 265 stocks in it's portfolio. About 45.9% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for MOODY LYNN & LIEBERSON, LLC last quarter.

Last Reported on: 15 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions