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MOODY LYNN LIEBERSON & WALKER, LLC — 13F Holdings & Portfolio

CIK 938592 · latest 13F-HR filed 2026-10-14

Backtest portfolio

MOODY LYNN LIEBERSON & WALKER, LLC manages $1.93B in 13F-reported U.S. long-equity assets across 265 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are NVDA (7.61%), GOOGL (6.88%), AVGO (5.52%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 16 new positions and exited 15; 67 existing positions rose in reported value and 113 fell.

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
$1.93B

Long-equity book

Holdings
265

Distinct positions

Period
2026-09-30

Filed 2026-10-14

Q/Q Activity
+16 / −15 / ↑67 / ↓113

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
NVDA7.6% · +1%GOOGL6.9% · 0%AVGO5.5% · -2%MSFT5.1% · +3%AAPL4.9% · +0%LLY4.9% · +0%JPM3.5% · +4%AMZN3.4% · +5%GLD3.0% · +2%BRK.B2.5% · -1%MS2.5% · -0%ABBV2.4% · +3%GEV2.2% · -10%MA2.1% · -0%JNJ1.9% · +3%WM1.9% · -0%LIN1.7% · -1%VRTX1.5% · +0%TMO1.5% · +2%ABT1.4% · +13%ETN1.4% · +0%BX1.4% · +0%CVX1.3% · +1%HTHIF1.2% · +2%KO1.1% · +0%XOM1.0% · +19%SPY1.0% · +24%MRK1.0% · +17%SYK1.0% · -14%GILD1.0% · +17%UNP0.9% · +5%GOOG0.9% · -1%PANW0.8% · -2%NFLX0.8% · -19%HD0.8% · -19%FERG0.7% · -9%V0.7% · -0%SPCX0.6% · newTXN0.5% · +9%PLTR0.5% · +546%MCD0.5% · +2%GE0.4% · -24%MDLZ0.4% · +1%ANET0.4% · +25%CSCO0.4% · +0%GS0.4% · -0%RTX0.4% · +8%NOC0.4% · -15%NSRGY0.3% · +27%VTI0.3% · -8%SO0.3% · -55%PG0.3% · -4%PEP0.3% · -8%APH0.3% · +100%AMGN0.3% · +322%ADP0.2% · -1%NOW0.2% · newCRWD0.2% · +952%WFC0.2% · -2%IDXX0.2% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 47.3%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 25, 2026.

Assets Under Management
$2.41B
Discretionary
$2.41B
Employees
14
Accounts
1,056
Address
ONE BEACON STREET
BOSTON, MA 02108
Phone
(617) 973-0590
Website
Name Title / Status Ownership Type
LIEBERSON, ROBERT, ALAN ControlMANAGING MEMBER
since Jul 2015
25–50%Individual
LYNN, MARTIN, WORTHINGTON ControlMEMBER
since Jul 2015
10–25%Individual
MOODY, MICHAEL, MACLEOD ControlMEMBER
since Jul 2015
10–25%Individual
WALKER, DAVID, ELISHA ControlMANAGING MEMBER
since Feb 2017
10–25%Individual
BRADY, MICHAEL, THOMASMEMBER
since Dec 2025
Less than 5%Individual
GOWELL, BRIAN, DAVIDCHIEF COMPLIANCE OFFICER
since Jul 2015
Less than 5%Individual
WARASTA, ERIC, GHAFARMEMBER
since Dec 2025
Less than 5%Individual
Ownership & leadership changes · 7 filings with changes since Apr 7, 2016

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 25, 2026 filing
  • AddedBRADY, MICHAEL, THOMAS · MEMBER · Less than 5%
  • AddedWARASTA, ERIC, GHAFAR · MEMBER · Less than 5%
  • ChangedLYNN, MARTIN, WORTHINGTON · ownership 25–50% → 10–25%
Mar 26, 2024 filing
  • ChangedMOODY, MICHAEL, MACLEOD · ownership 25–50% → 10–25%
Mar 30, 2023 filing
  • ChangedLIEBERSON, ROBERT, ALAN · ownership 10–25% → 25–50%
Mar 29, 2021 filing
  • ChangedWALKER, DAVID, ELISHA · ownership 25–50% → 10–25%
Apr 2, 2020 filing
  • ChangedLIEBERSON, ROBERT, ALAN · title MEMBER → MANAGING MEMBER
  • ChangedWALKER, DAVID, ELISHA · title MEMBER → MANAGING MEMBER; ownership 10–25% → 25–50%
Sep 6, 2017 filing
  • No longer listedLYNN, MARTIN, WORTHINGTON · TRUSTEE · 50–75% · indirect via MOODY, LYNN BUSINESS TRUST · control person · listed since Jul 2015
  • No longer listedMOODY, LYNN BUSINESS TRUST · MEMBER · Less than 5% · control person · listed since Jul 2015
  • No longer listedMOODY, MICHAEL, MACLEOD · TRUSTEE · 50–75% · indirect via MOODY, LYNN BUSINESS TRUST · control person · listed since Jul 2015
  • ChangedWALKER, DAVID, ELISHA · ownership 5–10% → 10–25%
Mar 29, 2017 filing
  • AddedWALKER, DAVID, ELISHA · MEMBER · 5–10% · control person
  • ChangedMOODY, LYNN BUSINESS TRUST · ownership 5–10% → Less than 5%
Apr 7, 2016 filing (earliest on record)
  • ListedGOWELL, BRIAN, DAVID · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ListedLIEBERSON, ROBERT, ALAN · MEMBER · 10–25% · control person
  • ListedLYNN, MARTIN, WORTHINGTON · MEMBER · 25–50% · control person
  • ListedLYNN, MARTIN, WORTHINGTON · TRUSTEE · 50–75% · indirect via MOODY, LYNN BUSINESS TRUST · control person
  • ListedMOODY, LYNN BUSINESS TRUST · MEMBER · 5–10% · control person
  • ListedMOODY, MICHAEL, MACLEOD · MEMBER · 25–50% · control person
  • ListedMOODY, MICHAEL, MACLEOD · TRUSTEE · 50–75% · indirect via MOODY, LYNN BUSINESS TRUST · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

MOODY LYNN LIEBERSON & WALKER, LLC Holdings (2026-09-30)

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 NVIDIA CORPORATION NVDA 67066G104 $146.6M 7.61% 641,876 SH
2 ALPHABET INC CAP STOCK CL A GOOGL 02079K305 $132.6M 6.88% 385,320 SH
3 BROADCOM INC AVGO 11135F101 $106.3M 5.52% 302,677 SH
4 MICROSOFT CORP MSFT 594918104 $98.1M 5.09% 191,360 SH
5 APPLE INC AAPL 037833100 $94.4M 4.90% 283,600 SH
6 LILLY ELI & CO LLY 532457108 $94.4M 4.90% 81,580 SH
7 JPMORGAN CHASE & CO JPM 46625H100 $67.6M 3.51% 204,263 SH
8 AMAZON.COM INC AMZN 023135106 $66.0M 3.42% 264,863 SH
9 SPDR GOLD SHARES GLD 78463V107 $58.3M 3.02% 152,964 SH
10 BERKSHIRE HATHAWAY INC CL B NE BRK.B 084670702 $48.0M 2.49% 96,402 SH
11 MORGAN STANLEY MS 617446448 $48.0M 2.49% 255,213 SH
12 ABBVIE INC ABBV 00287Y109 $45.5M 2.36% 173,972 SH
13 GE VERNOVA INC GEV 36828A101 $42.6M 2.21% 44,796 SH
14 MASTERCARD INCORPORATED CL A MA 57636Q104 $41.4M 2.15% 75,008 SH
15 JOHNSON & JOHNSON JNJ 478160104 $36.6M 1.90% 138,264 SH
16 WASTE MANAGEMENT INC DEL WM 94106L109 $36.6M 1.90% 179,388 SH
17 LINDE PLC LIN G54950103 $33.0M 1.71% 69,537 SH
18 VERTEX PHARMACEUTICALS INC VRTX 92532F100 $29.7M 1.54% 56,875 SH
19 THERMO FISHER SCIENTIFIC INC TMO 883556102 $28.3M 1.47% 41,942 SH
20 ABBOTT LABORATORIES ABT 002824100 $27.8M 1.44% 281,504 SH
21 EATON CORP PLC ETN G29183103 $27.1M 1.41% 63,026 SH
22 BLACKSTONE INC BX 09260D107 $26.2M 1.36% 233,783 SH
23 CHEVRON CORP CVX 166764100 $24.8M 1.29% 121,465 SH
24 HITACHI LTD ADR 2 HTHIF 433578507 $22.2M 1.15% 644,165 SH
25 COCA-COLA CO KO 191216100 $20.9M 1.09% 243,037 SH
26 EXXONMOBIL HOLDINGS CORP XOM 30233Q108 $19.8M 1.03% 121,369 SH
27 STATE STREET SPDR S&P 500 ETF SPY 78462F103 $19.3M 1.00% 25,358 SH
28 MERCK & CO INC MRK 58933Y105 $18.8M 0.97% 129,062 SH
29 STRYKER CORPORATION SYK 863667101 $18.5M 0.96% 67,329 SH
30 GILEAD SCIENCES INC GILD 375558103 $18.4M 0.96% 123,572 SH
31 UNION PACIFIC CORP UNP 907818108 $17.2M 0.89% 63,252 SH
32 ALPHABET INC CAP STOCK CL C GOOG 02079K107 $16.7M 0.87% 49,046 SH
33 PALO ALTO NETWORKS INC PANW 697435105 $16.1M 0.83% 40,423 SH
34 NETFLIX INC NFLX 64110L106 $15.1M 0.79% 217,480 SH
35 HOME DEPOT INC HD 437076102 $14.7M 0.76% 51,710 SH
36 FERGUSON ENTERPRISES INC COMMO FERG 31488V107 $14.4M 0.75% 64,502 SH
37 VISA INC CL A V 92826C839 $13.5M 0.70% 37,628 SH
38 SPACE EXPLORATION TECHNOLOGIES SPCX 84615Q103 $10.9M 0.57% 72,576 SH
39 TEXAS INSTRUMENTS INC TXN 882508104 $9.9M 0.52% 35,488 SH
40 PALANTIR TECHNOLOGIES INC CL A PLTR 69608A108 $9.1M 0.47% 48,680 SH
41 MCDONALDS CORP MCD 580135101 $8.9M 0.46% 38,512 SH
42 GENERAL ELECTRIC CO NEW GE 369604301 $8.1M 0.42% 26,093 SH
43 MONDELEZ INTL INC CL A MDLZ 609207105 $8.1M 0.42% 139,542 SH
44 ARISTA NETWORKS INC ANET 040413205 $7.6M 0.39% 37,157 SH
45 CISCO SYSTEMS INC CSCO 17275R102 $7.4M 0.38% 68,913 SH
46 GOLDMAN SACHS GROUP INC GS 38141G104 $7.1M 0.37% 7,886 SH
47 RTX CORPORATION COM RTX 75513E101 $7.0M 0.36% 37,487 SH
48 NORTHROP GRUMMAN CORP NOC 666807102 $6.8M 0.35% 14,137 SH
49 NESTLE SA SP ADR NSRGY 641069406 $6.3M 0.33% 69,589 SH
50 VANGUARD TOTAL STOCK MARKET IN VTI 922908769 $6.2M 0.32% 16,540 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-14 $1.93B 265 0000938592-26-000010
2026-06-30 2026-07-20 $1.90B 264 0000938592-26-000006
2026-03-31 2026-04-13 $1.78B 250 0000938592-26-000005
2025-12-31 2026-01-15 $1.89B 265 0000938592-26-000001
Filer Information
Address
ONE BEACON STREET
BOSTON, MA 02108
Phone
(617) 973-0590
Filing Manager
MOODY LYNN LIEBERSON & WALKER, LLC
BOSTON, MA
Signatory
Brian Gowell
CCO