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Latest MOODY LYNN & LIEBERSON, LLC Stock Portfolio

$1.90Billion | No. of Holdings #263

MOODY LYNN & LIEBERSON, LLC Performance

2026 Q2+9.03%
YTD+4.45%
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 2026-07-20, 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 Jun, 2026. <br><br> The top stock holdings of MOODY LYNN LIEBERSON & WALKER, LLC are GOOG, NVDA, AVGO. The fund has invested 7.3% of it's portfolio in ALPHABET INC CAP STOCK CL A and 6.7% of portfolio in NVIDIA CORPORATION . <br><br> The fund managers got completely rid off SERVICENOW INC (NOW), BUILDERS FIRSTSOURCE INC (BLDR) and L3HARRIS TECHNOLOGIES INC (LHX) stocks. They significantly reduced their stock positions in AMGEN INC (AMGN), WELLS FARGO CO (WFC) and ISHARES BIOTECHNOLOGY FUND (IJR). MOODY LYNN LIEBERSON & WALKER, LLC opened new stock positions in TAIWAN SEMICONDUCTOR MFG LTD S (TSM), DEVON ENERGY CORP (DVN) and TECHNOLOGY SELECT SECTOR SPDR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD FTSE EMERGING MARKETS (VEU), CUMMINS INC (CMI) and NESTLE SA SP ADR.
MOODY LYNN & LIEBERSON, LLC Equity Portfolio Value
Last Reported on: 20 Jul, 2026
$1.90Billion
  as of Jul 20, 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 9.03% in the last quarter. In trailing 12 months, it's portfolio return was 16.04%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
taiwan semiconductor mfg ltd s3,758,000
devon energy corp3,042,850
technology select sector spdr 2,270,430
heico corp cl a2,209,000
neurocrine biosciences inc2,122,020
spdr s&p regional banking etf1,418,030
mongodb inc cl a600,253
avalonbay communities inc448,139
New stocks bought by MOODY LYNN & LIEBERSON, LLC

Additions

Ticker% Inc.
vanguard ftse emerging markets915
cummins inc865
nestle sa sp adr862
analog devices inc406
vanguard mid-cap index fund307
ishares russell 1000 growth et298
american electric power co inc164
crh plc160
Additions to existing portfolio by MOODY LYNN & LIEBERSON, LLC

Reductions

Ticker% Reduced
amgen inc-77.74
wells fargo co -72.33
ishares biotechnology fund-64.18
bhp group ltd sp ads-54.43
pepsico inc-51.99
salesforce inc-50.94
vertiv holdings co cl a-43.91
fidelity contrafund -42.86
MOODY LYNN & LIEBERSON, LLC reduced stake in above stock

Sold off

Ticker$ Sold
coterra energy inc-3,699,930
servicenow inc-9,240,020
builders firstsource inc-5,944,060
rollins inc-1,720,980
astrazeneca plc-4,483,200
ishares u.s. aerospace & defen-4,168,060
spdr s&p biotech etf-2,330,940
wheaton precious metals corp-2,211,190
MOODY LYNN & LIEBERSON, LLC got rid off the above stocks

Sector Distribution

MOODY LYNN LIEBERSON & WALKER, LLC has about 24.1% of it's holdings in Technology sector.

  • Technology
  • Healthcare
  • Others
  • Financial Services
  • Communication Services
  • Industrials
  • Consumer Cyclical
  • Consumer Defensive
  • Energy
  • Basic Materials
  • Utilities
Sector%
Technology24.1
Healthcare16.4
Others15.9
Financial Services11.6
Communication Services9.4
Industrials8
Consumer Cyclical5.5
Consumer Defensive2.7
Energy2.2
Basic Materials2.2
Utilities1.6

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-CAP62.7
LARGE-CAP21.1
UNALLOCATED15.9

Stocks belong to which Index?

About 82.8% 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 50082.8
Others16.9
Top 5 Winners (%)%
INTC
intel corp
206.1 %
MU
micron technology inc
161.2 %
LRCX
lam research corp new
102.8 %
PANW
palo alto networks inc
96.5 %
CRWD
crowdstrike holdings inc cl a
93.8 %
Top 5 Winners ($)$
GOOG
alphabet inc cap stock cl a
27.4 M
LLY
lilly eli & co
23.0 M
AVGO
broadcom inc
21.5 M
NVDA
nvidia corporation
16.4 M
ge vernova inc
15.2 M
Top 5 Losers (%)%
elicio therapeutics inc
-63.4 %
VB
vanguard mid-cap index fund
-61.5 %
IJR
ishares russell 1000 growth et
-60.4 %
INTU
intuit
-38.1 %
ACN
accenture plc ireland class a
-33.3 %
Top 5 Losers ($)$
GLD
spdr gold shares
-10.0 M
NFLX
netflix inc
-7.0 M
CVX
chevron corp
-5.0 M
IJR
ishares russell 1000 growth et
-4.5 M
NOC
northrop grumman corp
-4.0 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 263 stocks in it's portfolio. About 45.8% of the portfolio is in top 10 stocks. GLD proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for MOODY LYNN LIEBERSON & WALKER, LLC last quarter.

$1.90BTotal Value
284Positions
20 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of MOODY LYNN & LIEBERSON, LLC, last reported on 20 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares U.S. Aerospace & Defen

Ishares U.S. Aerospace & Defen

AAXJ
MOODY LYNN & LIEBERSON, LLC's holding in Ishares U.S. Aerospace & Defen over time
0%0.00
$0.00
0%
decreased 100 percentsold off
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%5,300
$248.7K
0.01%
unchanged 0 percentunchanged
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
MOODY LYNN & LIEBERSON, LLC's holding in Agnico Eagle Mines Ltd over time
0.04%5,558
$862.2K
0.04%
increased 2.77 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%8,700
$656.4K
0.04%
decreased 3.33 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%9,052
$387.2K
0.02%
unchanged 0 percentunchanged