MOODY LYNN & LIEBERSON, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 938592
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.8B
Holdings
250
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
MOODY LYNN & LIEBERSON, LLC disclosed 250 positions worth $1.8B in its Form 13F-HR for Q1 2026, led by $GOOG (Alphabet Inc.) at 6.5% of the equity portfolio, followed by $NVDA and $AVGO. During the quarter the fund opened 8 new positions and exited 23 — including a new stake in $BHP and a full exit from $SONY. The portfolio is most concentrated in Technology (35.7% of disclosed assets). All figures are sourced directly from MOODY LYNN & LIEBERSON, LLC’s Form 13F-HR filing with the SEC under CIK 938592.
AI Fund Analysis
Diversifying
$GOOG6.5% weight
Held 6 quarters
$NVDA6.3% weight
Held 6 quarters
$AVGO5.6% weight
Held 6 quarters
$LLY4.3% weight
Held 6 quarters
$GLD4.2% weight
Held 6 quarters
$KO6 quarters accumulating
$TTWO6 quarters accumulating
HITACHI LTD ADR 2
5 quarters accumulating
VANGUARD TOTAL STOCK MARKE
5 quarters accumulating
$MSFT4 quarters accumulating
Sector Allocation
TechnologyFinancialsHealthcareConsumer DiscretionaryOtherIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 80.2#45
Quality
$115.3M400,805 sh - 90.2#1
Quality
$112.1M642,574 sh - 86.4#9
Quality
$100.1M323,279 sh - 89.3
Quality
$76.7M83,422 sh - —
Quality
$74.5M173,122 sh - 83.7
Quality
$72.3M195,341 sh - 76.1
Quality
$70.7M278,562 sh - 35.6
Quality
$59.3M201,465 sh - 74.6
Quality
$51.0M245,073 sh - 64.5
Quality
$48.1M100,297 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Alphabet Inc.$GOOG | 80.2#45 | $115.3M | 400,805 |
| NVIDIA CORP$NVDA | 90.2#1 | $112.1M | 642,574 |
| Broadcom Inc.$AVGO | 86.4#9 | $100.1M | 323,279 |
| ELI LILLY & Co$LLY | 89.3 | $76.7M | 83,422 |
| SPDR GOLD TRUST$GLD | — | $74.5M | 173,122 |
| MICROSOFT CORP$MSFT | 83.7 | $72.3M | 195,341 |
 Apple Inc.$AAPL | 76.1 | $70.7M | 278,562 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $59.3M | 201,465 |
 AMAZON COM INC$AMZN | 74.6 | $51.0M | 245,073 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $48.1M | 100,297 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of MOODY LYNN & LIEBERSON, LLC's 250 positions.
Showing top 10 of 250 holdings.
Sector Allocation
Technology
$636.2M
Financials
$334.4M
Healthcare
$267.9M
Consumer Discretionary
$124.9M
Other
$81.9M
Industrials
$70.4M
Utilities
$69.2M
Consumer Staples
$56.3M
Full Holdings — MOODY LYNN & LIEBERSON, LLC (Q1 2026)
All 250 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GOOG | Alphabet Inc. | $115.3M | 6.5% | -0% | 80.2 |
| 2 | $NVDA | NVIDIA CORP | $112.1M | 6.3% | -1% | 90.2 |
| 3 | $AVGO | Broadcom Inc. | $100.1M | 5.6% | -2% | 86.4 |
| 4 | $LLY | ELI LILLY & Co | $76.7M | 4.3% | -0% | 89.3 |
| 5 | $GLD | SPDR GOLD TRUST | $74.5M | 4.2% | -7% | — |
| 6 | $MSFT | MICROSOFT CORP | $72.3M | 4.1% | +1% | 83.7 |
| 7 | $AAPL | Apple Inc. | $70.7M | 4.0% | -0% | 76.1 |
| 8 | $JPM | JPMORGAN CHASE & CO | $59.3M | 3.3% | -4% | 35.6 |
| 9 | $AMZN | AMAZON COM INC | $51.0M | 2.9% | +1% | 74.6 |
| 10 | $BRK.B | BERKSHIRE HATHAWAY INC | $48.1M | 2.7% | +3% | 64.5 |
| 11 |  $GEV | GE Vernova Inc. | $44.2M | 2.5% | +35% | 70.1 |
| 12 |  $WM | WASTE MANAGEMENT INC | $43.2M | 2.4% | +1% | 70.7 |
| 13 |  $MS | MORGAN STANLEY | $41.0M | 2.3% | -5% | — |
| 14 |  $MA | Mastercard Inc | $39.9M | 2.2% | +0% | 81.7 |
| 15 |  $ABBV | AbbVie Inc. | $38.3M | 2.1% | -8% | 59.3 |
| 16 |  $LIN | LINDE PLC | $35.5M | 2.0% | +8% | — |
| 17 |  $JNJ | JOHNSON & JOHNSON | $30.9M | 1.7% | +3% | 72.8 |
| 18 |  $NFLX | NETFLIX INC | $28.8M | 1.6% | -14% | 86.7 |
| 19 |  $SYK | STRYKER CORP | $28.2M | 1.6% | +2% | 69.8 |
| 20 |  $BX | Blackstone Inc. | $26.1M | 1.5% | -18% | 68 |
| 21 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $25.7M | 1.4% | +5% | 76.6 |
| 22 |  $CVX | CHEVRON CORP | $25.2M | 1.4% | +33% | 54.7 |
| 23 |  $ETN | Eaton Corp plc | $23.2M | 1.3% | -20% | — |
| 24 |  $HD | HOME DEPOT, INC. | $22.4M | 1.3% | -1% | 69.2 |
| 25 |  $ABT | ABBOTT LABORATORIES | $21.2M | 1.2% | -23% | 67 |
| 26 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $20.9M | 1.2% | +4% | 63.7 |
| 27 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $19.9M | 1.1% | +17% | 60.5 |
| 28 | $KO | COCA COLA CO | $19.6M | 1.1% | +10% | 74 |
| 29 |  $XOM | EXXON MOBIL CORP | $17.3M | 1.0% | +20% | 61.8 |
| 30 |  $SO | SOUTHERN CO | $17.2M | 1.0% | +5% | 65.1 |
| 31 |  $GILD | GILEAD SCIENCES, INC. | $16.6M | 0.9% | +23% | 77.8 |
| 32 | — | HITACHI LTD ADR 2 | $16.6M | 0.9% | +6% | — |
| 33 |  $PEP | PEPSICO INC | $16.3M | 0.9% | +27% | 62.7 |
| 34 |  $WFC | WELLS FARGO & COMPANY/MN | $15.6M | 0.9% | +5% | — |
| 35 |  $FERG | Ferguson Enterprises Inc. /DE/ | $15.5M | 0.9% | -11% | 58.9 |
| 36 |  $UNP | UNION PACIFIC CORP | $14.9M | 0.8% | +27% | 74 |
| 37 |  $GOOGL | Alphabet Inc. | $13.9M | 0.8% | -6% | 80.2 |
| 38 |  $V | VISA INC. | $11.5M | 0.6% | -2% | 83.5 |
| 39 |  $MCD | MCDONALDS CORP | $11.4M | 0.6% | +0% | 73.9 |
| 40 |  $SPY | SPDR S&P 500 ETF TRUST | $11.4M | 0.6% | -14% | — |
| 41 |  $GE | GENERAL ELECTRIC CO | $9.6M | 0.5% | -1% | 74.8 |
| 42 |  $NOW | ServiceNow, Inc. | $9.2M | 0.5% | -40% | 76 |
| 43 |  $RTX | RTX Corp | $8.8M | 0.5% | -2% | 70 |
| 44 |  $MDLZ | Mondelez International, Inc. | $8.0M | 0.5% | +61% | 53.9 |
| 45 |  $PG | PROCTER & GAMBLE Co | $6.7M | 0.4% | -1% | 72.9 |
| 46 |  $GS | GOLDMAN SACHS GROUP INC | $6.4M | 0.4% | -4% | — |
| 47 |  $TXN | TEXAS INSTRUMENTS INC | $6.1M | 0.3% | +4% | 70.4 |
| 48 |  $MRK | Merck & Co., Inc. | $6.0M | 0.3% | +10% | 70.9 |
| 49 |  $BLDR | Builders FirstSource, Inc. | $5.9M | 0.3% | +74% | 48.4 |
| 50 | — | VANGUARD TOTAL STOCK MARKET IN | $5.8M | 0.3% | +1% | — |
| 51 |  $PANW | Palo Alto Networks Inc | $5.7M | 0.3% | +47% | 66.5 |
| 52 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $5.2M | 0.3% | -5% | 66.5 |
| 53 |  $AZN | ASTRAZENECA PLC | $4.5M | 0.3% | -53% | — |
| 54 |  $AMGN | AMGEN INC | $4.4M | 0.2% | -5% | 79.5 |
| 55 |  $NVS | NOVARTIS AG | $4.3M | 0.2% | -4% | — |
| 56 |  $APH | AMPHENOL CORP /DE/ | $4.3M | 0.2% | -3% | 80.5 |
| 57 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $4.2M | 0.2% | +1369% | 75.4 |
| 58 | — | ISHARES U.S. AEROSPACE & DEFEN | $4.2M | 0.2% | -5% | — |
| 59 |  $IDXX | IDEXX LABORATORIES INC /DE | $4.1M | 0.2% | -0% | 73.6 |
| 60 |  $CTRA | Coterra Energy Inc. | $3.7M | 0.2% | +0% | 80.6 |
| 61 |  $ADP | AUTOMATIC DATA PROCESSING INC | $3.7M | 0.2% | -1% | 77.9 |
| 62 |  $ANET | Arista Networks, Inc. | $3.7M | 0.2% | -50% | 86 |
| 63 |  $ISRG | INTUITIVE SURGICAL INC | $3.4M | 0.2% | -0% | 81.4 |
| 64 |  $EXR | Extra Space Storage Inc. | $3.4M | 0.2% | -1% | 66.7 |
| 65 | — | ISHARES RUSSELL 2000 GROWTH ET | $3.2M | 0.2% | +0% | — |
| 66 |  $HWM | Howmet Aerospace Inc. | $3.2M | 0.2% | +36% | 79.1 |
| 67 |  $ORLY | O REILLY AUTOMOTIVE INC | $3.0M | 0.2% | -45% | 72.7 |
| 68 |  $PWR | QUANTA SERVICES, INC. | $3.0M | 0.2% | -6% | 62.6 |
| 69 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $2.9M | 0.2% | +10% | 65.3 |
| 70 | — | VANGUARD INDEX FUNDS 500 INDEX | $2.9M | 0.2% | +3% | — |
| 71 |  $CSCO | CISCO SYSTEMS, INC. | $2.8M | 0.2% | -1% | 72.3 |
| 72 |  $SHW | SHERWIN WILLIAMS CO | $2.8M | 0.2% | -29% | 65.3 |
| 73 |  $BHP | BHP Group Ltd | $2.8M | 0.2% | NEW | — |
| 74 | — | ISHARES BIOTECHNOLOGY FUND | $2.6M | 0.1% | -3% | — |
| 75 | — | ISHARES RUSSELL 1000 GROWTH ET | $2.5M | 0.1% | -6% | — |
| 76 |  $PH | Parker-Hannifin Corp | $2.5M | 0.1% | -0% | 73.8 |
| 77 |  $DE | DEERE & CO | $2.4M | 0.1% | +613% | 57.4 |
| 78 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $2.4M | 0.1% | -7% | 75.1 |
| 79 | — | SPDR S&P BIOTECH ETF | $2.3M | 0.1% | -3% | — |
| 80 |  $WPM | Wheaton Precious Metals Corp. | $2.2M | 0.1% | -3% | — |
| 81 |  $META | Meta Platforms, Inc. | $2.1M | 0.1% | -6% | 80.9 |
| 82 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $2.1M | 0.1% | +22% | 65.9 |
| 83 |  $ITW | ILLINOIS TOOL WORKS INC | $1.9M | 0.1% | +0% | 71.2 |
| 84 |  $IVZ | Invesco Ltd. | $1.8M | 0.1% | +5% | — |
| 85 |  $WMT | Walmart Inc. | $1.8M | 0.1% | +0% | 63.2 |
| 86 |  $TJX | TJX COMPANIES INC /DE/ | $1.8M | 0.1% | +33% | 70.7 |
| 87 |  $ROL | ROLLINS INC | $1.7M | 0.1% | -0% | 73.2 |
| 88 |  $GWW | W.W. GRAINGER, INC. | $1.7M | 0.1% | +0% | 69.5 |
| 89 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $1.7M | 0.1% | +0% | — |
| 90 |  $RSG | REPUBLIC SERVICES, INC. | $1.7M | 0.1% | +0% | 72 |
| 91 | — | STATE STR SPDR DOW JONES INDL | $1.6M | 0.1% | +0% | — |
| 92 |  $CRH | CRH PUBLIC LTD CO | $1.5M | 0.1% | +11% | — |
| 93 |  $IRM | IRON MOUNTAIN INC | $1.4M | 0.1% | +0% | 50.7 |
| 94 |  $HEI | HEICO CORP | $1.4M | 0.1% | -58% | 79.2 |
| 95 |  $ACN | Accenture plc | $1.4M | 0.1% | -3% | — |
| 96 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.4M | 0.1% | +1% | 67 |
| 97 |  $EBC | Eastern Bankshares, Inc. | $1.3M | 0.1% | +0% | 62.3 |
| 98 |  $CW | CURTISS WRIGHT CORP | $1.3M | 0.1% | -3% | 70.7 |
| 99 | — | ISHARES RUSSELL 2000 ETF | $1.3M | 0.1% | +1% | — |
| 100 |  $ORCL | ORACLE CORP | $1.3M | 0.1% | -4% | 67.2 |
| 101 | — | OLD WESTBURY FUNDS INC LARGE C | $1.2M | 0.1% | +0% | — |
| 102 | $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $1.2M | 0.1% | +3% | 47.2 |
| 103 |  $TT | Trane Technologies plc | $1.1M | 0.1% | +0% | — |
| 104 | — | VANGUARD DIVIDEND APPRECIATION | $1.1M | 0.1% | +0% | — |
| 105 |  $CBT | CABOT CORP | $1.1M | 0.1% | +0% | 56.5 |
| 106 |  $BLK | BlackRock, Inc. | $1.1M | 0.1% | -1% | 70.3 |
| 107 | — | ISHARES MSCI EAFE ETF | $1.1M | 0.1% | -34% | — |
| 108 |  $VLO | VALERO ENERGY CORP/TX | $1.1M | 0.1% | +0% | 51.4 |
| 109 |  $AEM | AGNICO EAGLE MINES LTD | $1.1M | 0.1% | -3% | — |
| 110 | — | ISHARES S&P 500 GROWTH ETF | $1.1M | 0.1% | +0% | — |
| 111 |  $AXP | AMERICAN EXPRESS CO | $1.1M | 0.1% | -77% | 73.2 |
| 112 |  $PSA | Public Storage | $1.1M | 0.1% | +0% | 73.9 |
| 113 |  $ASML | ASML HOLDING NV | $1.0M | 0.1% | -14% | — |
| 114 |  $MO | ALTRIA GROUP, INC. | $1.0M | 0.1% | -0% | 72.1 |
| 115 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $1.0M | 0.1% | +0% | 68.8 |
| 116 |  $PLTR | Palantir Technologies Inc. | $978,759 | 0.1% | +7% | 85.8 |
| 117 |  $LRCX | LAM RESEARCH CORP | $948,650 | 0.1% | -7% | 82.4 |
| 118 | — | ISHARES S&P MIDCAP FUND | $935,493 | 0.1% | +0% | — |
| 119 |  $PFE | PFIZER INC | $932,228 | 0.1% | +25% | 69 |
| 120 |  $YUM | YUM BRANDS INC | $919,664 | 0.1% | -0% | 71.7 |
| 121 | — | HEALTH CARE SELECT SECTOR SPDR | $909,129 | 0.1% | +0% | — |
| 122 | — | PRINCIPAL FUNDS INC MID CAP FU | $901,498 | 0.1% | +0% | — |
| 123 | — | VANGUARD S&P 500 ETF | $891,545 | 0.1% | -1% | — |
| 124 |  $DIS | Walt Disney Co | $891,515 | 0.1% | -4% | 68.9 |
| 125 |  $CMC | COMMERCIAL METALS Co | $886,619 | 0.1% | +0% | 66 |
| 126 |  $CRM | Salesforce, Inc. | $842,068 | 0.1% | -2% | 75.2 |
| 127 |  $AXON | AXON ENTERPRISE, INC. | $840,886 | 0.1% | -0% | 55.6 |
| 128 | — | VANECK GOLD MINERS ETF | $825,930 | 0.1% | -1% | — |
| 129 |  $HON | HONEYWELL INTERNATIONAL INC | $798,338 | 0.0% | -18% | 65.7 |
| 130 | — | FIDELITY TR 500 INDEX FUND | $790,159 | 0.0% | +25% | — |
| 131 |  $OTIS | Otis Worldwide Corp | $782,362 | 0.0% | -2% | 60.3 |
| 132 | — | ISHARES RUSSELL MID-CAP ETF | $781,340 | 0.0% | +0% | — |
| 133 |  $WMB | WILLIAMS COMPANIES, INC. | $769,430 | 0.0% | +0% | 72.8 |
| 134 |  $SBUX | STARBUCKS CORP | $741,178 | 0.0% | -0% | 54.6 |
| 135 | — | DELAWARE EQUITY FUNDS V SMALL | $737,657 | 0.0% | +0% | — |
| 136 |  $VRT | Vertiv Holdings Co | $732,195 | 0.0% | +0% | 82.7 |
| 137 | — | ISHARES S&P SMALL-CAP FUND | $728,705 | 0.0% | -1% | — |
| 138 |  $GLW | CORNING INC /NY | $719,553 | 0.0% | +1% | 72.7 |
| 139 |  $ICE | Intercontinental Exchange, Inc. | $717,511 | 0.0% | -2% | 73.8 |
| 140 |  $MSCI | MSCI Inc. | $716,883 | 0.0% | +0% | 77.6 |
| 141 |  $NEE | NEXTERA ENERGY INC | $714,247 | 0.0% | -0% | 71.7 |
| 142 |  $DHR | DANAHER CORP /DE/ | $711,758 | 0.0% | +47% | 63.9 |
| 143 |  $ADI | ANALOG DEVICES INC | $707,225 | 0.0% | -0% | 76.2 |
| 144 |  $BAC | BANK OF AMERICA CORP /DE/ | $705,705 | 0.0% | -40% | 68.4 |
| 145 |  $TDG | TransDigm Group INC | $704,648 | 0.0% | -0% | 75.4 |
| 146 |  $AMT | AMERICAN TOWER CORP /MA/ | $704,472 | 0.0% | +0% | 69.8 |
| 147 | — | VANGUARD MID-CAP INDEX FUND | $704,040 | 0.0% | +1% | — |
| 148 |  $PFGC | Performance Food Group Co | $700,442 | 0.0% | +29% | 53.1 |
| 149 |  $COP | CONOCOPHILLIPS | $695,772 | 0.0% | +19% | 74.8 |
| 150 |  $TXNM | TXNM ENERGY INC | $691,231 | 0.0% | -0% | 57.8 |
| 151 |  $LNG | Cheniere Energy, Inc. | $682,443 | 0.0% | -1% | 48.4 |
| 152 | — | OLD WESTBURY FUNDS INC ALL CAP | $673,169 | 0.0% | +0% | — |
| 153 |  $DOV | DOVER Corp | $666,623 | 0.0% | +1% | 63.1 |
| 154 |  $CB | Chubb Ltd | $666,527 | 0.0% | +0% | — |
| 155 | — | FIDELITY ASSET MGR | $654,378 | 0.0% | +0% | — |
| 156 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $654,254 | 0.0% | +0% | 66.4 |
| 157 |  $LMT | LOCKHEED MARTIN CORP | $653,346 | 0.0% | +18% | 65 |
| 158 |  $PKG | PACKAGING CORP OF AMERICA | $640,056 | 0.0% | +0% | 70 |
| 159 | — | NEW PERSPECTIVE FUND INC | $629,669 | 0.0% | +0% | — |
| 160 |  $CRWD | CrowdStrike Holdings, Inc. | $623,875 | 0.0% | -80% | 55 |
| 161 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $607,914 | 0.0% | -0% | 66.7 |
| 162 |  $EMR | EMERSON ELECTRIC CO | $607,802 | 0.0% | +0% | 65.9 |
| 163 |  $TRV | TRAVELERS COMPANIES, INC. | $602,319 | 0.0% | +0% | 71.5 |
| 164 |  $BJ | BJ's Wholesale Club Holdings, Inc. | $601,149 | 0.0% | -0% | 58.8 |
| 165 | — | FIDELITY CONTRAFUND | $590,934 | 0.0% | +75% | — |
| 166 |  $SSNC | SS&C Technologies Holdings Inc | $588,264 | 0.0% | -0% | 67.2 |
| 167 |  $SNA | Snap-on Inc | $587,690 | 0.0% | +0% | 69.3 |
| 168 | — | ARTISAN PARTNERS FUNDS INC INT | $578,253 | 0.0% | +0% | — |
| 169 |  $WRB | BERKLEY W R CORP | $571,068 | 0.0% | -24% | 71.8 |
| 170 | — | NESTLE SA SP ADR | $563,681 | 0.0% | -2% | — |
| 171 | — | ISHARES MSCI JAPAN ETF | $558,908 | 0.0% | NEW | — |
| 172 |  $WSO | WATSCO INC | $548,959 | 0.0% | +0% | 58.9 |
| 173 |  $NKE | NIKE, Inc. | $528,939 | 0.0% | +0% | 53.4 |
| 174 |  $SHOP | SHOPIFY INC. | $518,607 | 0.0% | -87% | — |
| 175 | — | ISHARES CORE S&P 500 ETF | $510,810 | 0.0% | +4% | — |
| 176 | — | VANGUARD FTSE DEVELOPED MARKET | $508,923 | 0.0% | +1% | — |
| 177 | — | ISHARES SELECT DIVIDEND ETF | $504,952 | 0.0% | -1% | — |
| 178 | — | VANGUARD STAR FUNDS TL INT STO | $498,767 | 0.0% | +48% | — |
| 179 | — | SCHWAB CAPITAL TRUST S&P 500ID | $471,744 | 0.0% | +0% | — |
| 180 |  $SPG | SIMON PROPERTY GROUP INC. | $471,361 | 0.0% | +0% | 76.9 |
| 181 |  $WEC | WEC ENERGY GROUP, INC. | $466,437 | 0.0% | -1% | 67 |
| 182 | — | BLACKSTONE REIT INC CL I | $460,834 | 0.0% | +0% | — |
| 183 |  $SPOT | Spotify Technology S.A. | $438,844 | 0.0% | +0% | — |
| 184 | — | VANGUARD FTSE ALL-WORLD EX US | $430,248 | 0.0% | +0% | — |
| 185 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $420,550 | 0.0% | +2% | 70.9 |
| 186 | — | VANGUARD FTSE EMERGING MARKETS | $418,185 | 0.0% | -29% | — |
| 187 | — | ISHARES S&P 500 VALUE ETF | $403,719 | 0.0% | -9% | — |
| 188 |  $ALL | ALLSTATE CORP | $400,374 | 0.0% | +0% | 76.6 |
| 189 |  $ADBE | ADOBE INC. | $395,491 | 0.0% | -4% | 80.4 |
| 190 |  $GNRC | GENERAC HOLDINGS INC. | $394,176 | 0.0% | NEW | 58.2 |
| 191 |  $VZ | VERIZON COMMUNICATIONS INC | $392,213 | 0.0% | +3% | 71.6 |
| 192 |  $INTC | INTEL CORP | $389,491 | 0.0% | -2% | 41.5 |
| 193 |  $INTU | INTUIT INC. | $378,765 | 0.0% | -22% | 82 |
| 194 |  $L | LOEWS CORP | $377,860 | 0.0% | -3% | 75.2 |
| 195 | — | FIDELITY CONTRAFUND NEW INSIGH | $376,591 | 0.0% | +0% | — |
| 196 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $371,127 | 0.0% | +0% | — |
| 197 |  $WT | WisdomTree, Inc. | $369,322 | 0.0% | +0% | 62.9 |
| 198 |  $USB | US BANCORP DE | $367,503 | 0.0% | +2% | 71.4 |
| 199 |  $LPLA | LPL Financial Holdings Inc. | $363,102 | 0.0% | -0% | 61.8 |
| 200 |  $DINO | HF Sinclair Corp | $361,800 | 0.0% | +0% | 54 |
| 201 |  $D | DOMINION ENERGY, INC | $348,108 | 0.0% | +1% | 74.9 |
| 202 |  $NSC | NORFOLK SOUTHERN CORP | $343,252 | 0.0% | +0% | 70.8 |
| 203 |  $BN | BROOKFIELD Corp /ON/ | $340,434 | 0.0% | +10% | — |
| 204 |  $WAT | WATERS CORP /DE/ | $326,091 | 0.0% | +2% | 69.9 |
| 205 |  $PLD | Prologis, Inc. | $324,370 | 0.0% | +1% | 67.5 |
| 206 |  $MKC | MCCORMICK & CO INC | $323,472 | 0.0% | +2% | 73.7 |
| 207 |  $PM | Philip Morris International Inc. | $321,421 | 0.0% | +1% | 80.5 |
| 208 | — | ISHARES RUSSELL 1000 VALUE ETF | $319,223 | 0.0% | +3% | — |
| 209 | — | FIDELITY SECS FUND OTC PORTFOL | $308,634 | 0.0% | NEW | — |
| 210 |  $ECL | ECOLAB INC. | $306,455 | 0.0% | +2% | 64.3 |
| 211 | — | HARRIS ASSOC INV TR OAKMRK SLT | $302,027 | 0.0% | +0% | — |
| 212 |  $NRG | NRG ENERGY, INC. | $293,303 | 0.0% | -0% | 59.5 |
| 213 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $292,068 | 0.0% | -1% | 74.6 |
| 214 | — | HARBOR FUNDS CAP APPREC INST | $289,718 | 0.0% | +0% | — |
| 215 |  $MRP | Millrose Properties, Inc. | $289,100 | 0.0% | +0% | 77.2 |
| 216 | — | HARDING LOEVNER FUNDS INC INTL | $286,379 | 0.0% | +0% | — |
| 217 |  $SAP | SAP SE | $280,956 | 0.0% | -9% | — |
| 218 |  $OKE | ONEOK INC /NEW/ | $271,532 | 0.0% | +0% | 72 |
| 219 |  $FTAI | FTAI Aviation Ltd. | $270,725 | 0.0% | -30% | — |
| 220 |  $CMI | CUMMINS INC | $270,086 | 0.0% | +6% | 58.9 |
| 221 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $269,211 | 0.0% | NEW | 69.4 |
| 222 |  $J | JACOBS SOLUTIONS INC. | $268,943 | 0.0% | -0% | 47.7 |
| 223 |  $TRP | TC ENERGY CORP | $266,050 | 0.0% | +0% | — |
| 224 |  $BROS | Dutch Bros Inc. | $265,762 | 0.0% | -1% | 65.9 |
| 225 | — | ISHARES MSCI INDIA ETF | $263,241 | 0.0% | NEW | — |
| 226 | — | ABB LTD SP ADR | $259,709 | 0.0% | +3% | — |
| 227 |  $MU | MICRON TECHNOLOGY INC | $245,948 | 0.0% | +0% | 88.4 |
| 228 |  $FCX | FREEPORT-MCMORAN INC | $244,055 | 0.0% | +1% | 73.1 |
| 229 |  $B | BARRICK MINING CORP | $242,700 | 0.0% | +0% | — |
| 230 |  $EOG | EOG RESOURCES INC | $232,179 | 0.0% | NEW | 71.1 |
| 231 | — | OLD WESTBURY FUNDS INC SML MID | $230,374 | 0.0% | -31% | — |
| 232 |  $GIL | Gildan Activewear Inc. | $225,995 | 0.0% | +2% | — |
| 233 | — | ISHARES CURRENCY HEDGED MSCI E | $225,223 | 0.0% | +0% | — |
| 234 | — | ISHARES MSCI USA MIN VOL FACTO | $223,225 | 0.0% | +0% | — |
| 235 |  $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $221,989 | 0.0% | +0% | — |
| 236 |  $CL | COLGATE PALMOLIVE CO | $221,854 | 0.0% | +0% | 72.4 |
| 237 |  $SJM | J M SMUCKER Co | $221,716 | 0.0% | +0% | 46.4 |
| 238 | — | VANGUARD SMALL-CAP GROWTH INDE | $216,109 | 0.0% | +0% | — |
| 239 |  $AMCR | Amcor plc | $214,491 | 0.0% | -79% | — |
| 240 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $214,234 | 0.0% | +0% | 67.3 |
| 241 | — | FIDELITY MSCI INFORMATION TECH | $213,875 | 0.0% | +0% | — |
| 242 | — | FIDELITY NASDAQ COMPOSITE INDE | $213,634 | 0.0% | +0% | — |
| 243 |  $ENTG | ENTEGRIS INC | $201,887 | 0.0% | NEW | 57.7 |
| 244 | — | BLACKROCK FUNDS IV SYSTAMT MLT | $157,360 | 0.0% | +0% | — |
| 245 | — | VANGUARD MA TAX EXEMPT FUND | $157,248 | 0.0% | +0% | — |
| 246 |  $ELTX | Elicio Therapeutics, Inc. | $106,900 | 0.0% | +0% | — |
| 247 | — | BLACKROCK MGD FUND INST | $104,945 | 0.0% | +0% | — |
| 248 | — | FEDERATED HERMES EQUITY FUNDS | $88,503 | 0.0% | -16% | — |
| 249 |  $PRQR | ProQR Therapeutics N.V. | $40,500 | 0.0% | +0% | — |
| 250 | — | SEARCHLIGHT MINERALS CORP NEW | $135 | 0.0% | +0% | — |
New Positions (8)
Exited Positions (23)
$SONY Sony Group Corp
$ARWR ARROWHEAD PHARMACEUTICALS, INC.
$UNH UNITEDHEALTH GROUP INC
$BR BROADRIDGE FINANCIAL SOLUTIONS, INC.
$CYBR CyberArk Software Ltd. FINANCIAL SELECT SECTOR SPDR F - COM
FRANKLIN CUSTODIAN FUNDS GROWT - MF
$MDB MongoDB, Inc. CADENCE BANK - COM
$CPRT COPART INC HARRIS ASSOC INV TR OAKMARK AD - MF
AIRBUS SE UNSPONSORED ADR - ADR
$CCEP COCA-COLA EUROPACIFIC PARTNERS plc
$AMAT APPLIED MATERIALS INC /DE
$XYL Xylem Inc.Browse Top Institutional Investors
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