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Latest MOODY LYNN & LIEBERSON, LLC Stock Portfolio

$1.93Billion | No. of Holdings #264

MOODY LYNN & LIEBERSON, LLC Performance

2026 Q3+1.60%
YTD+6.12%
2025+18.88%

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

MOODY LYNN LIEBERSON & WALKER, LLC is a hedge fund based in Boston, MA. On 2026-10-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, MOODY LYNN LIEBERSON & WALKER, LLC reported an equity portfolio of $1.9 Billions as of 30 Sep, 2026. <br><br> The top stock holdings of MOODY LYNN LIEBERSON & WALKER, LLC are NVDA, GOOG, AVGO. The fund has invested 7.6% of it's portfolio in NVIDIA CORPORATION and 6.9% of portfolio in ALPHABET INC CAP STOCK CL A. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), TAIWAN SEMICONDUCTOR MFG LTD S (TSM) and CUMMINS INC (CMI) stocks. They significantly reduced their stock positions in AMERICAN ELECTRIC POWER CO INC (AEP), VANGUARD FTSE EMERGING MARKETS (VEU) and HOWMET AEROSPACE INC (HWM). MOODY LYNN LIEBERSON & WALKER, LLC opened new stock positions in EXXONMOBIL HOLDINGS CORP, SERVICENOW INC (NOW) and BRISTOL-MYERS SQUIBB CO (BMY). The fund showed a lot of confidence in some stocks as they added substantially to PALANTIR TECHNOLOGIES INC CL A (PLTR), AMGEN INC (AMGN) and SMUCKER J M CO NEW (SJM).
MOODY LYNN & LIEBERSON, LLC Equity Portfolio Value
Last Reported on: 14 Oct, 2026
$1.93Billion
  as of Oct 14, 2026

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 1.6% in the last quarter. In trailing 12 months, it's portfolio return was 9.42%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp 19,752,800
space exploration technologies10,948,800
servicenow inc4,599,490
bristol-myers squibb co3,633,930
motorola solutions inc new2,022,920
vivmark residential sh ben int396,034
fidelity new millenium389,812
doordash inc cl a348,011
New stocks bought by MOODY LYNN & LIEBERSON, LLC

Additions

Ticker% Inc.
palantir technologies inc cl a545
amgen inc322
smucker j m co new206
crowdstrike holdings inc cl a163
amphenol corp cl a100
illumina inc62.05
fidelity asset mgr 48.93
asml holding nv ny registry 36.54
Additions to existing portfolio by MOODY LYNN & LIEBERSON, LLC

Reductions

Ticker% Reduced
american electric power co inc-96.07
vanguard ftse emerging markets-90.77
howmet aerospace inc-89.12
analog devices inc-80.92
deere & co-80.17
crh plc-74.63
southern co-54.87
old westbury funds inc all cap-40.85
MOODY LYNN & LIEBERSON, LLC reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corp-13,947,900
spdr s&p regional banking etf-1,418,030
bhp group ltd sp ads-1,476,500
neurocrine biosciences inc-2,122,020
technology select sector spdr -2,270,430
taiwan semiconductor mfg ltd s-3,758,000
dutch brothers inc cl a-386,840
cummins inc-3,456,220
MOODY LYNN & LIEBERSON, LLC got rid off the above stocks

Sector Distribution

MOODY LYNN LIEBERSON & WALKER, LLC has about 27.2% of it's holdings in Technology sector.

  • Technology
  • Healthcare
  • Others
  • Financial Services
  • Communication Services
  • Industrials
  • Consumer Cyclical
  • Consumer Defensive
  • Basic Materials
  • Energy
Sector%
Technology27.2
Healthcare17.5
Others16
Financial Services11.3
Communication Services8.8
Industrials6.9
Consumer Cyclical5.1
Consumer Defensive2.6
Basic Materials2
Energy1.7

Market Cap. Distribution

MOODY LYNN LIEBERSON & WALKER, LLC has about 83.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP65.3
LARGE-CAP18.5
UNALLOCATED16

Stocks belong to which Index?

About 82.3% of the stocks held by MOODY LYNN LIEBERSON & WALKER, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50082.3
Others17.4
Top 5 Winners (%)%
DINO
hf sinclair corp
54.1 %
VLO
valero energy corp
48.8 %
CRM
salesforce inc
46.2 %
ACN
accenture plc ireland class a
45.6 %
ILMN
illumina inc
40.7 %
Top 5 Winners ($)$
MSFT
microsoft corp
26.4 M
NVDA
nvidia corporation
18.0 M
AAPL
apple inc
12.4 M
TMO
thermo fisher scientific inc
7.2 M
CVX
chevron corp
4.6 M
Top 5 Losers (%)%
elicio therapeutics inc
-53.5 %
APH
amphenol corp cl a
-45.0 %
GLW
corning inc
-38.8 %
FTAI
ftai aviation ltd
-36.6 %
KLAC
kla corp new
-34.3 %
Top 5 Losers ($)$
ge vernova inc
-10.6 M
AVGO
broadcom inc
-8.1 M
MS
morgan stanley
-5.4 M
GOOG
alphabet inc cap stock cl a
-5.1 M
APH
amphenol corp cl a
-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 & WALKER, LLC has 264 stocks in it's portfolio. About 47.3% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for MOODY LYNN LIEBERSON & WALKER, LLC last quarter.

$1.93BTotal Value
280Positions
14 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of MOODY LYNN & LIEBERSON, LLC, last reported on 14 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACWF
Ishares Currency Hedged Msci E

Ishares Currency Hedged Msci E

ACWF
MOODY LYNN & LIEBERSON, LLC's holding in Ishares Currency Hedged Msci E over time
0.01%4,900
$227.3K
0.01%
decreased 7.55 percentreduced
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
MOODY LYNN & LIEBERSON, LLC's holding in Agnico Eagle Mines Ltd over time
0.06%5,958
$1.09M
0.06%
increased 7.2 percentadded
AFK
Vaneck Gold Miners Etf

Vaneck Gold Miners Etf

AFK
MOODY LYNN & LIEBERSON, LLC's holding in Vaneck Gold Miners Etf over time
0.04%8,400
$737.5K
0.04%
decreased 3.45 percentreduced
AGZD
Wisdomtree India Earnings Fund

Wisdomtree India Earnings Fund

AGZD
MOODY LYNN & LIEBERSON, LLC's holding in Wisdomtree India Earnings Fund over time
0.02%9,010
$367.0K
0.02%
decreased 0.46 percentreduced
ALC
Alcon Ag Ord

Alcon Ag Ord

ALC
MOODY LYNN & LIEBERSON, LLC's holding in Alcon Ag Ord over time
0.01%4,201
$272.0K
0.01%
new position