MOODY LYNN LIEBERSON & WALKER, LLC — 13F Holdings & Portfolio
CIK 938592 · latest 13F-HR filed 2026-07-20
MOODY LYNN LIEBERSON & WALKER, LLC manages $1.90B in 13F-reported U.S. long-equity assets across 264 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GOOGL (7.26%), NVDA (6.69%), AVGO (6.14%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 34 new positions, exited 20, added to 133, and trimmed 51.
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.
BOSTON, MA 02108
$1.90B
Long-equity book
264
Distinct positions
2026-06-30
Filed 2026-07-20
+34 / −20 / ↑133 / ↓51
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ALPHABET INC CAP STOCK CL A$22.4M +19.4%
- LILLY ELI & CO$20.6M +26.9%
- BROADCOM INC$16.4M +16.4%
- NVIDIA CORPORATION$14.8M +13.2%
- GE VERNOVA INC$14.6M +33.0%
Top Trims
- SPDR GOLD SHARES-$19.3M -25.9%
- NORTHROP GRUMMAN CORP-$11.4M -57.3%
- WELLS FARGO CO-$11.2M -71.3%
- NETFLIX INC-$9.5M -33.1%
- PEPSICO INC-$9.5M -58.1%
New Positions
- TAIWAN SEMICONDUCTOR MFG LTD S$3.8M
- DEVON ENERGY CORP$3.0M
- TECHNOLOGY SELECT SECTOR SPDR$2.3M
- HEICO CORP CL A$2.2M
- NEUROCRINE BIOSCIENCES INC$2.1M
Exited Positions
- SERVICENOW INC$9.2M
- BUILDERS FIRSTSOURCE INC$5.9M
- L3HARRIS TECHNOLOGIES INC$5.2M
- ASTRAZENECA PLC$4.5M
- ISHARES U.S. AEROSPACE & DEFEN$4.2M
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 | $137.6M | 7.26% | 385,173 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $126.9M | 6.69% | 633,979 | SH |
| 3 | BROADCOM INC | AVGO | 11135F101 | $116.4M | 6.14% | 308,225 | SH |
| 4 | LILLY ELI & CO | LLY | 532457108 | $97.4M | 5.14% | 81,167 | SH |
| 5 | APPLE INC | AAPL | 037833100 | $81.7M | 4.31% | 282,181 | SH |
| 6 | MICROSOFT CORP | MSFT | 594918104 | $69.5M | 3.67% | 186,285 | SH |
| 7 | JPMORGAN CHASE & CO | JPM | 46625H100 | $64.1M | 3.38% | 195,923 | SH |
| 8 | AMAZON.COM INC | AMZN | 023135106 | $59.9M | 3.16% | 251,450 | SH |
| 9 | GE VERNOVA INC | GEV | 36828A101 | $58.7M | 3.10% | 49,980 | SH |
| 10 | SPDR GOLD SHARES | GLD | 78463V107 | $55.2M | 2.91% | 149,771 | SH |
| 11 | MORGAN STANLEY | MS | 617446448 | $53.6M | 2.83% | 256,389 | SH |
| 12 | BERKSHIRE HATHAWAY INC CL B NE | BRK.B | 084670702 | $48.8M | 2.57% | 97,481 | SH |
| 13 | ABBVIE INC | ABBV | 00287Y109 | $42.5M | 2.24% | 168,964 | SH |
| 14 | WASTE MANAGEMENT INC DEL | WM | 94106L109 | $40.0M | 2.11% | 179,600 | SH |
| 15 | MASTERCARD INCORPORATED CL A | MA | 57636Q104 | $38.6M | 2.04% | 75,190 | SH |
| 16 | LINDE PLC | LIN | G54950103 | $36.4M | 1.92% | 70,095 | SH |
| 17 | JOHNSON & JOHNSON | JNJ | 478160104 | $34.2M | 1.80% | 134,657 | SH |
| 18 | VERTEX PHARMACEUTICALS INC | VRTX | 92532F100 | $28.1M | 1.48% | 56,624 | SH |
| 19 | BLACKSTONE INC | BX | 09260D107 | $27.3M | 1.44% | 232,345 | SH |
| 20 | EATON CORP PLC | ETN | G29183103 | $26.8M | 1.41% | 62,861 | SH |
| 21 | STRYKER CORPORATION | SYK | 863667101 | $24.5M | 1.29% | 77,812 | SH |
| 22 | ABBOTT LABORATORIES | ABT | 002824100 | $22.5M | 1.19% | 248,217 | SH |
| 23 | HOME DEPOT INC | HD | 437076102 | $22.4M | 1.18% | 63,531 | SH |
| 24 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $20.5M | 1.08% | 40,920 | SH |
| 25 | CHEVRON CORP | CVX | 166764100 | $19.9M | 1.05% | 120,250 | SH |
| 26 | COCA-COLA CO | KO | 191216100 | $19.7M | 1.04% | 242,903 | SH |
| 27 | NETFLIX INC | NFLX | 64110L106 | $19.3M | 1.02% | 269,678 | SH |
| 28 | ALPHABET INC CAP STOCK CL C | GOOG | 02079K107 | $17.5M | 0.92% | 49,445 | SH |
| 29 | HITACHI LTD ADR 2 | HTHIF | 433578507 | $17.4M | 0.92% | 629,086 | SH |
| 30 | FERGUSON ENTERPRISES INC COMMO | FERG | 31488V107 | $16.8M | 0.89% | 70,977 | SH |
| 31 | UNION PACIFIC CORP | UNP | 907818108 | $16.4M | 0.86% | 60,192 | SH |
| 32 | SOUTHERN CO | SO | 842587107 | $15.3M | 0.81% | 159,767 | SH |
| 33 | STATE STREET SPDR S&P 500 ETF | SPY | 78462F103 | $15.3M | 0.80% | 20,427 | SH |
| 34 | MERCK & CO INC | MRK | 58933Y105 | $14.2M | 0.75% | 110,547 | SH |
| 35 | PALO ALTO NETWORKS INC | PANW | 697435105 | $14.1M | 0.74% | 41,381 | SH |
| 36 | EXXON MOBIL CORP | XOM | 30231G102 | $13.9M | 0.74% | 102,018 | SH |
| 37 | GILEAD SCIENCES INC | GILD | 375558103 | $13.3M | 0.70% | 105,534 | SH |
| 38 | VISA INC CL A | V | 92826C839 | $13.0M | 0.68% | 37,796 | SH |
| 39 | GENERAL ELECTRIC CO NEW | GE | 369604301 | $12.8M | 0.67% | 34,205 | SH |
| 40 | AMERICAN ELECTRIC POWER CO INC | AEP | 025537101 | $11.7M | 0.62% | 85,654 | SH |
| 41 | MCDONALDS CORP | MCD | 580135101 | $10.2M | 0.54% | 37,799 | SH |
| 42 | TEXAS INSTRUMENTS INC | TXN | 882508104 | $9.7M | 0.51% | 32,460 | SH |
| 43 | NORTHROP GRUMMAN CORP | NOC | 666807102 | $8.5M | 0.45% | 16,648 | SH |
| 44 | CISCO SYSTEMS INC | CSCO | 17275R102 | $8.1M | 0.43% | 68,613 | SH |
| 45 | MONDELEZ INTL INC CL A | MDLZ | 609207105 | $8.0M | 0.42% | 138,306 | SH |
| 46 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $8.0M | 0.42% | 7,888 | SH |
| 47 | PEPSICO INC | PEP | 713448108 | $6.8M | 0.36% | 50,369 | SH |
| 48 | VANGUARD TOTAL STOCK MARKET IN | VTI | 922908769 | $6.7M | 0.35% | 18,026 | SH |
| 49 | RTX CORPORATION COM | RTX | 75513E101 | $6.6M | 0.35% | 34,638 | SH |
| 50 | PROCTER AND GAMBLE CO | PG | 742718109 | $6.3M | 0.33% | 42,696 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |