MOODY LYNN LIEBERSON & WALKER, LLC — 13F Holdings & Portfolio
CIK 938592 · latest 13F-HR filed 2026-04-13
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$1.78B
Long-equity book
Holdings
250
Distinct positions
Period
2026-03-31
Filed 2026-04-13
Q/Q Activity
+10 / −25 / ↑78 / ↓93
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- GE VERNOVA INC$19.7M +80.8%
- CHEVRON CORP$11.3M +80.7%
- LINDE PLC$7.3M +25.7%
- EXXON MOBIL CORP$7.1M +69.4%
- NORTHROP GRUMMAN CORP$5.7M +40.3%
Top Trims
- MICROSOFT CORP-$21.5M -22.9%
- BLACKSTONE INC-$16.8M -39.1%
- BROADCOM INC-$13.6M -11.9%
- SERVICENOW INC-$13.5M -59.3%
- LILLY ELI & CO-$13.1M -14.6%
New Positions
- ASTRAZENECA PLC$4.5M
- BHP GROUP LTD SP ADS$2.8M
- ISHARES MSCI JAPAN ETF$558.9K
- GENERAC HOLDINGS INC$394.2K
- FIDELITY SECS FUND OTC PORTFOL$308.6K
Exited Positions
- ASTRAZENECA PLC SP ADR$4.4M
- SONY GROUP CORPORATION SP ADR$2.6M
- ARROWHEAD PHARMACEUTICALS INC$1.5M
- UNITEDHEALTH GROUP INC$839.5K
- BROADRIDGE FINANCIAL SOLUTIONS$606.1K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ALPHABET INC CAP STOCK CL A | GOOGL | 02079K305 | $115.3M | 6.47% | 400,805 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $112.1M | 6.29% | 642,574 | SH |
| 3 | BROADCOM INC | AVGO | 11135F101 | $100.1M | 5.62% | 323,279 | SH |
| 4 | LILLY ELI & CO | LLY | 532457108 | $76.7M | 4.31% | 83,422 | SH |
| 5 | SPDR GOLD SHARES | GLD | 78463V107 | $74.5M | 4.18% | 173,122 | SH |
| 6 | MICROSOFT CORP | MSFT | 594918104 | $72.3M | 4.06% | 195,341 | SH |
| 7 | APPLE INC | AAPL | 037833100 | $70.7M | 3.97% | 278,562 | SH |
| 8 | JPMORGAN CHASE & CO | JPM | 46625H100 | $59.3M | 3.33% | 201,465 | SH |
| 9 | AMAZON.COM INC | AMZN | 023135106 | $51.0M | 2.86% | 245,073 | SH |
| 10 | BERKSHIRE HATHAWAY INC CL B NE | BRK.B | 084670702 | $48.1M | 2.70% | 100,297 | SH |
| 11 | GE VERNOVA INC | GEV | 36828A101 | $44.2M | 2.48% | 50,584 | SH |
| 12 | WASTE MANAGEMENT INC DEL | WM | 94106L109 | $43.2M | 2.43% | 188,208 | SH |
| 13 | MORGAN STANLEY | MS | 617446448 | $41.0M | 2.30% | 249,367 | SH |
| 14 | MASTERCARD INCORPORATED CL A | MA | 57636Q104 | $39.9M | 2.24% | 79,834 | SH |
| 15 | ABBVIE INC | ABBV | 00287Y109 | $38.3M | 2.15% | 176,293 | SH |
| 16 | LINDE PLC | LIN | G54950103 | $35.5M | 1.99% | 71,637 | SH |
| 17 | JOHNSON & JOHNSON | JNJ | 478160104 | $30.9M | 1.74% | 126,560 | SH |
| 18 | NETFLIX INC | NFLX | 64110L106 | $28.8M | 1.61% | 299,223 | SH |
| 19 | STRYKER CORPORATION | SYK | 863667101 | $28.2M | 1.58% | 85,768 | SH |
| 20 | BLACKSTONE INC | BX | 09260D107 | $26.1M | 1.47% | 227,372 | SH |
| 21 | VERTEX PHARMACEUTICALS INC | VRTX | 92532F100 | $25.7M | 1.44% | 57,640 | SH |
| 22 | CHEVRON CORP | CVX | 166764100 | $25.2M | 1.41% | 121,803 | SH |
| 23 | EATON CORP PLC | ETN | G29183103 | $23.2M | 1.30% | 64,794 | SH |
| 24 | HOME DEPOT INC | HD | 437076102 | $22.4M | 1.25% | 67,956 | SH |
| 25 | ABBOTT LABORATORIES | ABT | 002824100 | $21.2M | 1.19% | 206,625 | SH |
| 26 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $20.9M | 1.17% | 42,474 | SH |
| 27 | NORTHROP GRUMMAN CORP | NOC | 666807102 | $19.9M | 1.11% | 29,096 | SH |
| 28 | COCA-COLA CO | KO | 191216100 | $19.6M | 1.10% | 257,884 | SH |
| 29 | EXXON MOBIL CORP | XOM | 30231G102 | $17.3M | 0.97% | 102,161 | SH |
| 30 | SOUTHERN CO | SO | 842587107 | $17.2M | 0.97% | 178,217 | SH |
| 31 | GILEAD SCIENCES INC | GILD | 375558103 | $16.6M | 0.93% | 119,259 | SH |
| 32 | HITACHI LTD ADR 2 | HTHIF | 433578507 | $16.6M | 0.93% | 570,150 | SH |
| 33 | PEPSICO INC | PEP | 713448108 | $16.3M | 0.91% | 104,913 | SH |
| 34 | WELLS FARGO CO | WFC | 949746101 | $15.6M | 0.88% | 196,496 | SH |
| 35 | FERGUSON ENTERPRISES INC COMMO | FERG | 31488V107 | $15.5M | 0.87% | 66,598 | SH |
| 36 | UNION PACIFIC CORP | UNP | 907818108 | $14.9M | 0.83% | 61,233 | SH |
| 37 | ALPHABET INC CAP STOCK CL C | GOOG | 02079K107 | $13.9M | 0.78% | 48,583 | SH |
| 38 | VISA INC CL A | V | 92826C839 | $11.5M | 0.64% | 37,930 | SH |
| 39 | MCDONALDS CORP | MCD | 580135101 | $11.4M | 0.64% | 36,766 | SH |
| 40 | STATE STREET SPDR S&P 500 ETF | SPY | 78462F103 | $11.4M | 0.64% | 17,548 | SH |
| 41 | GENERAL ELECTRIC CO NEW | GE | 369604301 | $9.6M | 0.54% | 33,996 | SH |
| 42 | SERVICENOW INC | NOW | 81762P102 | $9.2M | 0.52% | 88,379 | SH |
| 43 | RTX CORPORATION COM | RTX | 75513E101 | $8.8M | 0.50% | 45,750 | SH |
| 44 | MONDELEZ INTL INC CL A | MDLZ | 609207105 | $8.0M | 0.45% | 138,834 | SH |
| 45 | PROCTER AND GAMBLE CO | PG | 742718109 | $6.7M | 0.38% | 46,460 | SH |
| 46 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $6.4M | 0.36% | 7,603 | SH |
| 47 | TEXAS INSTRUMENTS INC | TXN | 882508104 | $6.1M | 0.34% | 31,238 | SH |
| 48 | MERCK & CO INC | MRK | 58933Y105 | $6.0M | 0.34% | 49,836 | SH |
| 49 | BUILDERS FIRSTSOURCE INC | BLDR | 12008R107 | $5.9M | 0.33% | 72,198 | SH |
| 50 | VANGUARD TOTAL STOCK MARKET IN | VTI | 922908769 | $5.8M | 0.32% | 18,005 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-13 | $1.78B | 250 | 0000938592-26-000005 |
| 2025-12-31 | 2026-01-15 | $1.89B | 265 | 0000938592-26-000001 |