MOODY LYNN & LIEBERSON, LLC
Sector Allocation
- Technology36.5%$702.4M
- Healthcare17.7%$340.6M
- Financials17.0%$327.3M
- Industrials6.3%$121.3M
- Consumer Discretionary5.9%$114.3M
- Other5.2%$101.0M
- Energy2.8%$54.0M
- Consumer Staples2.6%$50.3M
- Utilities2.5%$47.1M
- Materials2.2%$43.1M
AUM History
13fpro.ai/research/fund/moody-lynn-and-lieberson-llc-938592
Conviction and streaks
Concentrating · top 10 = 47.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
NVDA
$146.6MGOOGL
$132.6MAVGO
$106.3MMSFT
$98.1MAAPL
$94.4MLLY
$94.4MJPM
$67.6MAMZN
$66.0MGLD
$58.3MBRK.B
$48.0MMS
$48.0MABBV
$45.5MGEV
$42.6MMA
$41.4MJNJ
$36.6MWM
$36.6MLIN
$33.0MVRTX
$29.7MTMO
$28.3MABT
$27.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/moody-lynn-and-lieberson-llc-938592
MOODY LYNN & LIEBERSON, LLC 13F holdings — Q3 2026
$1.9B portfolio (+1.7% QoQ) · 265 holdings · Q3 2026 13F · top 10 are 47% of the stock portfolio
$146.6M
7.6% of stocks
+1%This quarter-2.4%Since filed8+ qtrsHeld$132.6M
6.9% of stocks
+0.0%This quarter-8.6%Since filed8+ qtrsHeld$106.3M
5.5% of stocks
-2%This quarter-4.9%Since filed8+ qtrsHeld$98.1M
5.1% of stocks
+3%This quarter-0.2%Since filed8+ qtrsHeld$94.4M
4.9% of stocks
+0.5%This quarter+0.3%Since filed8+ qtrsHeld$94.4M
4.9% of stocks
+0.5%This quarter+5.8%Since filed8+ qtrsHeld$67.6M
3.5% of stocks
+4%This quarter-0.4%Since filed8+ qtrsHeld$66.0M
3.4% of stocks
+5%This quarter-2.0%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$58.3M
3.0% of stocks
+2%This quarter-2.2%Since filed8+ qtrsHeld$48.0M
2.5% of stocks
-1%This quarter—Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
All holdings — MOODY LYNN & LIEBERSON, LLC (Q3 2026)
265 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | MORGAN STANLEY | Financials | $48.0M | 2.5% | 255K | -0.5% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | AbbVie Inc. | Healthcare | $45.5M | 2.4% | 174K | +3% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | GE Vernova Inc. | Industrials | $42.6M | 2.2% | 45K | -10% | 8+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Mastercard Inc | Financials | $41.4M | 2.1% | 75K | -0.2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | JOHNSON & JOHNSON | Healthcare | $36.6M | 1.9% | 138K | +3% | 8+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | WASTE MANAGEMENT INC | Utilities | $36.6M | 1.9% | 179K | -0.1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | LINDE PLC | Materials | $33.0M | 1.7% | 70K | -0.8% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $29.7M | 1.5% | 57K | +0.4% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | THERMO FISHER SCIENTIFIC INC. | Healthcare | $28.3M | 1.5% | 42K | +2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | ABBOTT LABORATORIES | Healthcare | $27.8M | 1.4% | 282K | +13% | 8+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Eaton Corp plc | Industrials | $27.1M | 1.4% | 63K | +0.3% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Blackstone Inc. | Financials | $26.2M | 1.4% | 234K | +0.6% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | CHEVRON CORP | Energy | $24.8M | 1.3% | 121K | +1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | HITACHI LTD ADR 2 - COMadr | — | $22.2M | 1.1% | 644K | +2% | — | — | 13F |
| 25 | COCA COLA CO | Consumer Staples | $20.9M | 1.1% | 243K | +0.1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $19.8M | 1.0% | 121K | +19% | |||
| 27 | $SPY | SPDR S&P 500 ETF TRUST | — | $19.3M | 1.0% | 25K | +24% | |||
| 28 | $MRK | Merck & Co., Inc. | Healthcare | $18.8M | 1.0% | 129K | +17% | |||
| 29 | $SYK | STRYKER CORP | Healthcare | $18.5M | 1.0% | 67K | -13% | |||
| 30 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $18.4M | 1.0% | 124K | +17% | |||
| 31 | $UNP | UNION PACIFIC CORP | Industrials | $17.2M | 0.9% | 63K | +5% | |||
| 32 | $GOOG | Alphabet Inc. | Technology | $16.7M | 0.9% | 49K | -0.8% | |||
| 33 | $PANW | Palo Alto Networks Inc | Technology | $16.1M | 0.8% | 40K | -2% | |||
| 34 | $NFLX | NETFLIX INC | Communication Services | $15.1M | 0.8% | 217K | -19% | |||
| 35 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $14.7M | 0.8% | 52K | -19% | |||
| 36 | $FERG | Ferguson Enterprises Inc. /DE/ | Consumer Discretionary | $14.4M | 0.8% | 65K | -9% | |||
| 37 | $V | VISA INC. | Financials | $13.5M | 0.7% | 38K | -0.4% | |||
| 38 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $10.9M | 0.6% | 73K | New | |||
| 39 | $TXN | TEXAS INSTRUMENTS INC | Technology | $9.9M | 0.5% | 35K | +9% | |||
| 40 | $PLTR | Palantir Technologies Inc. | Technology | $9.1M | 0.5% | 49K | +545% | |||
| 41 | $MCD | MCDONALDS CORP | Consumer Discretionary | $8.9M | 0.5% | 39K | +2% | |||
| 42 | $GE | GENERAL ELECTRIC CO | Industrials | $8.1M | 0.4% | 26K | -24% | |||
| 43 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $8.1M | 0.4% | 140K | +0.9% | |||
| 44 | $ANET | Arista Networks, Inc. | Technology | $7.6M | 0.4% | 37K | +25% | |||
| 45 | $CSCO | CISCO SYSTEMS, INC. | Technology | $7.4M | 0.4% | 69K | +0.4% | |||
| 46 | $GS | GOLDMAN SACHS GROUP INC | Financials | $7.1M | 0.4% | 7,886 | -0.0% | |||
| 47 | $RTX | RTX Corp | Industrials | $7.0M | 0.4% | 37K | +8% | |||
| 48 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $6.8M | 0.3% | 14K | -15% | |||
| 49 | — | NESTLE SA SP ADR - COM | — | $6.3M | 0.3% | 70K | +27% | |||
| 50 | — | VANGUARD TOTAL STOCK MARKET IN - ETF | — | $6.2M | 0.3% | 17K | -8% | |||
| 51 | $SO | SOUTHERN CO | Utilities | $6.0M | 0.3% | 72K | -55% | |||
| 52 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $5.9M | 0.3% | 41K | -4% | |||
| 53 | $PEP | PEPSICO INC | Consumer Staples | $5.9M | 0.3% | 47K | -8% | |||
| 54 | $APH | AMPHENOL CORP /DE/ | Technology | $5.7M | 0.3% | 68K | +100% | |||
| 55 | $AMGN | AMGEN INC | Healthcare | $4.9M | 0.3% | 12K | +322% | |||
| 56 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $4.6M | 0.2% | 18K | -0.8% | |||
| 57 | $NOW | ServiceNow, Inc. | Technology | $4.6M | 0.2% | 34K | New | |||
| 58 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $4.3M | 0.2% | 16K | +952% | |||
| 59 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $4.3M | 0.2% | 54K | -2% | |||
| 60 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $3.8M | 0.2% | 7,272 | — | |||
| 61 | — | ISHARES RUSSELL 2000 GROWTH ET - ETF | — | $3.7M | 0.2% | 10K | — | |||
| 62 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $3.6M | 0.2% | 58K | New | |||
| 63 | $NVS | NOVARTIS AG | Healthcare | $3.4M | 0.2% | 24K | -17% | |||
| 64 | $DVN | DEVON ENERGY CORP/DE | Energy | $3.4M | 0.2% | 74K | +0.3% | |||
| 65 | $EXR | Extra Space Storage Inc. | Real Estate | $3.3M | 0.2% | 25K | -1% | |||
| 66 | — | VANGUARD INDEX FUNDS 500 INDEX - MF | — | $3.3M | 0.2% | 4,642 | -0.3% | |||
| 67 | — | ISHARES RUSSELL 1000 GROWTH ET - ETF | — | $2.9M | 0.1% | 23K | -0.7% | |||
| 68 | $SHW | SHERWIN WILLIAMS CO | Materials | $2.9M | 0.1% | 9,056 | +1% | |||
| 69 | $CHD | CHURCH & DWIGHT CO INC /DE/ | Consumer Staples | $2.9M | 0.1% | 31K | -0.6% | |||
| 70 | $PWR | QUANTA SERVICES, INC. | Industrials | $2.8M | 0.1% | 4,354 | -21% | |||
| 71 | $PH | Parker-Hannifin Corp | Industrials | $2.7M | 0.1% | 2,847 | +3% | |||
| 72 | $META | Meta Platforms, Inc. | Technology | $2.6M | 0.1% | 3,588 | — | |||
| 73 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $2.5M | 0.1% | 6,250 | -0.8% | |||
| 74 | — | OLD WESTBURY FUNDS INC LARGE C - MF | — | $2.4M | 0.1% | 106K | — | |||
| 75 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $2.2M | 0.1% | 6,211 | -11% | |||
| 76 | $HEI.A | HEICO CORP | Industrials | $2.1M | 0.1% | 9,165 | +7% | |||
| 77 | $ASML | ASML HOLDING NV | Technology | $2.1M | 0.1% | 1,151 | +37% | |||
| 78 | — | ISHARES RUSSELL 2000 ETF - ETF | — | $2.1M | 0.1% | 7,487 | +23% | |||
| 79 | $MSI | Motorola Solutions, Inc. | Technology | $2.0M | 0.1% | 4,536 | New | |||
| 80 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $2.0M | 0.1% | 23K | -33% | |||
| 81 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $2.0M | 0.1% | 1,579 | — | |||
| 82 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $1.9M | 0.1% | 7,271 | -0.2% | |||
| 83 | $IVZ | Invesco Ltd. | Financials | $1.8M | 0.1% | 8,833 | +4% | |||
| 84 | — | STATE STR SPDR DOW JONES INDL - ETF | — | $1.8M | 0.1% | 3,461 | — | |||
| 85 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $1.8M | 0.1% | 2,670 | -1% | |||
| 86 | $VLO | VALERO ENERGY CORP/TX | Energy | $1.7M | 0.1% | 4,485 | — | |||
| 87 | $HEI | HEICO CORP | Industrials | $1.7M | 0.1% | 5,451 | +0.7% | |||
| 88 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $1.6M | 0.1% | 7,641 | -0.0% | |||
| 89 | $IRM | IRON MOUNTAIN INC | Real Estate | $1.6M | 0.1% | 14K | +0.6% | |||
| 90 | $LRCX | LAM RESEARCH CORP | Technology | $1.5M | 0.1% | 4,540 | +2% | |||
| 91 | $WMT | Walmart Inc. | Consumer Staples | $1.4M | 0.1% | 14K | -3% | |||
| 92 | $EBC | Eastern Bankshares, Inc. | Financials | $1.4M | 0.1% | 69K | — | |||
| 93 | — | ISHARES BIOTECHNOLOGY FUND - COM | — | $1.4M | 0.1% | 6,633 | +20% | |||
| 94 | $TT | Trane Technologies plc | Technology | $1.3M | 0.1% | 2,787 | -0.1% | |||
| 95 | — | VANGUARD DIVIDEND APPRECIATION - ETF | — | $1.2M | 0.1% | 5,307 | — | |||
| 96 | $MTD | METTLER TOLEDO INTERNATIONAL INC/ | Healthcare | $1.2M | 0.1% | 812 | — | |||
| 97 | — | ISHARES S&P 500 GROWTH ETF - ETF | — | $1.2M | 0.1% | 8,478 | -13% | |||
| 98 | $BLK | BlackRock, Inc. | Financials | $1.2M | 0.1% | 1,133 | -2% | |||
| 99 | — | ISHARES MSCI EAFE ETF - ETF | — | $1.2M | 0.1% | 12K | -0.2% | |||
| 100 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $1.2M | 0.1% | 17K | +11% | |||
| 101 | $CBT | CABOT CORP | Materials | $1.2M | 0.1% | 15K | — | |||
| 102 | $PSA | Public Storage | Real Estate | $1.1M | 0.1% | 4,000 | — | |||
| 103 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.1M | 0.1% | 1,209 | -1.0% | |||
| 104 | $AEM | AGNICO EAGLE MINES LTD | Materials | $1.1M | 0.1% | 5,958 | +7% | |||
| 105 | $INTC | INTEL CORP | Technology | $1.1M | 0.1% | 9,020 | -1.0% | |||
| 106 | $CW | CURTISS WRIGHT CORP | Industrials | $1.1M | 0.1% | 1,981 | — | |||
| 107 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.1M | 0.1% | 8,109 | -26% | |||
| 108 | $AXP | AMERICAN EXPRESS CO | Financials | $1.1M | 0.1% | 3,526 | -15% | |||
| 109 | $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | Technology | $1.1M | 0.1% | 5,128 | +0.4% | |||
| 110 | — | VANGUARD S&P 500 ETF - ETF | — | $1.0M | 0.1% | 1,493 | +0.5% | |||
| 111 | — | HEALTH CARE SELECT SECTOR SPDR - COM | — | $1.0M | 0.1% | 6,201 | — | |||
| 112 | — | ISHARES S&P MIDCAP FUND - ETF | — | $990K | 0.1% | 14K | -0.7% | |||
| 113 | $DIS | Walt Disney Co | Communication Services | $951K | 0.1% | 9,070 | -1% | |||
| 114 | $PKG | PACKAGING CORP OF AMERICA | Materials | $941K | 0.1% | 4,106 | -4% | |||
| 115 | $ACN | Accenture plc | Technology | $918K | 0.1% | 5,008 | -7% | |||
| 116 | $PFGC | Performance Food Group Co | Consumer Staples | $911K | 0.1% | 9,960 | -7% | |||
| 117 | $CMC | COMMERCIAL METALS Co | Materials | $906K | 0.1% | 15K | — | |||
| 118 | — | PRINCIPAL FUNDS INC MID CAP FU - MF | — | $902K | 0.1% | 24K | — | |||
| 119 | $ORCL | ORACLE CORP | Technology | $869K | 0.1% | 6,330 | -23% | |||
| 120 | $PFE | PFIZER INC | Healthcare | $868K | 0.1% | 30K | -0.0% | |||
| 121 | $ADI | ANALOG DEVICES INC | Technology | $852K | 0.0% | 2,148 | -81% | |||
| 122 | $MDB | MongoDB, Inc. | Technology | $850K | 0.0% | 2,439 | +36% | |||
| 123 | — | ISHARES RUSSELL MID-CAP ETF - ETF | — | $844K | 0.0% | 7,911 | — | |||
| 124 | $AXON | AXON ENTERPRISE, INC. | Industrials | $840K | 0.0% | 1,988 | — | |||
| 125 | $SJM | J M SMUCKER Co | Consumer Staples | $835K | 0.0% | 7,024 | +207% | |||
| 126 | — | DELAWARE EQUITY FUNDS V SMALL - MF | — | $834K | 0.0% | 24K | — | |||
| 127 | $CRH | CRH PUBLIC LTD CO | Materials | $800K | 0.0% | 9,661 | -75% | |||
| 128 | — | VANGUARD MID-CAP INDEX FUND - ETF | — | $785K | 0.0% | 10K | +0.1% | |||
| 129 | $YUM | YUM BRANDS INC | Consumer Discretionary | $784K | 0.0% | 5,749 | -2% | |||
| 130 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $770K | 0.0% | 8,192 | -0.8% | |||
| 131 | $GLW | CORNING INC /NY | Materials | $769K | 0.0% | 5,000 | -5% | |||
| 132 | — | ISHARES S&P SMALL-CAP FUND - ETF | — | $766K | 0.0% | 5,629 | -4% | |||
| 133 | $MU | MICRON TECHNOLOGY INC | Technology | $753K | 0.0% | 707 | -28% | |||
| 134 | — | OLD WESTBURY FUNDS INC ALL CAP - MF | — | $747K | 0.0% | 27K | -41% | |||
| 135 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $739K | 0.0% | 14K | -4% | |||
| 136 | — | FIDELITY TR 500 INDEX FUND - MF | — | $739K | 0.0% | 2,771 | — | |||
| 137 | $MSCI | MSCI Inc. | Financials | $738K | 0.0% | 1,370 | +1% | |||
| 138 | — | VANECK GOLD MINERS ETF - COM | — | $738K | 0.0% | 8,400 | -3% | |||
| 139 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $733K | 0.0% | 11K | — | |||
| 140 | — | FIDELITY ASSET MGR - MF | — | $723K | 0.0% | 39K | +49% | |||
| 141 | $EMR | EMERSON ELECTRIC CO | Industrials | $714K | 0.0% | 4,602 | — | |||
| 142 | — | NEW PERSPECTIVE FUND INC - MF | — | $710K | 0.0% | 9,416 | — | |||
| 143 | $NEE | NEXTERA ENERGY INC | Utilities | $705K | 0.0% | 9,311 | +18% | |||
| 144 | $LNG | Cheniere Energy, Inc. | Energy | $704K | 0.0% | 2,618 | — | |||
| 145 | $TXNM | TXNM ENERGY INC | Utilities | $698K | 0.0% | 12K | — | |||
| 146 | $SSNC | SS&C Technologies Holdings Inc | Technology | $680K | 0.0% | 8,823 | — | |||
| 147 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $660K | 0.0% | 1,850 | -9% | |||
| 148 | $TDG | TransDigm Group INC | Industrials | $655K | 0.0% | 605 | — | |||
| 149 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $650K | 0.0% | 3,968 | -2% | |||
| 150 | — | ISHARES MSCI JAPAN ETF - ETF | — | $645K | 0.0% | 6,619 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 14 new, 71 added to, 96 trimmed, 13 sold out. Share-count changes; largest moves by dollar size first.
New positions (14)
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$10.9Mfirst bought this quarter
$NOWServiceNow, Inc.$4.6M
first bought this quarter
$BMYBRISTOL MYERS SQUIBB CO$3.6M
first bought this quarter
$MSIMotorola Solutions, Inc.$2.0M
first bought this quarter
$VMRKVIVMARK RESIDENTIAL$396K
first bought this quarter
- FIDELITY NEW MILLENIUM - MF$390K
first bought this quarter
+8 more in the Excel export
Added to (71)
$PLTRPalantir Technologies Inc.+545%
now $9.1M · held 5 qtrs, 5 adds in a row
$CRWDCrowdStrike Holdings, Inc.+952%
now $4.3M · held 8+ qtrs
$SPYSPDR S&P 500 ETF TRUST+24%
now $19.3M · held 8+ qtrs, 2 adds in a row
$AMGNAMGEN INC+322%
now $4.9M · held 8+ qtrs
now $66.0M · held 8+ qtrs, 2 adds in a row
now $27.8M · held 8+ qtrs, 2 adds in a row
+65 more in the Excel export
Trimmed (96)
$AEPAMERICAN ELECTRIC POWER CO INC-96%
now $399K · held 7 qtrs
$SOSOUTHERN CO-55%
now $6.0M · held 8+ qtrs, 2 trims in a row
now $42.6M · held 8+ qtrs, 2 trims in a row
- VANGUARD FTSE EMERGING MARKETS - ETF-91%
now $430K
$NFLXNETFLIX INC-19%
now $15.1M · held 8+ qtrs, 4 trims in a row
$ADIANALOG DEVICES INC-81%
now $852K · held 8+ qtrs
+90 more in the Excel export
Sold out (13)
$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTDwas $3.8M
held 1 qtr
$CMICUMMINS INCwas $3.5M
held 3 qtrs
- TECHNOLOGY SELECT SECTOR SPDR - COMwas $2.3M
$NBIXNEUROCRINE BIOSCIENCES INCwas $2.1M
held 1 qtr
$BHPBHP Group Ltdwas $1.5M
- SPDR S&P REGIONAL BANKING ETF - COMwas $1.4M
+7 more in the Excel export
Holdings by quarter
Every 13F MOODY LYNN & LIEBERSON, LLC has filed, 42 earlier quarters. Pick one to see what it held then.
Is it too late to follow MOODY LYNN & LIEBERSON?
Q3 2026 13F filed with the SEC on Oct 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of MOODY LYNN & LIEBERSON's top 20 holdings: 78/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-2.0%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 17% over the last 4
Top 10 weight
47%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
MOODY LYNN & LIEBERSON, LLC disclosed 265 positions worth $1.9B in its Form 13F-HR for Q3 2026, led by $NVDA (NVIDIA CORP) at 7.6% of the equity portfolio, followed by $GOOGL and $AVGO. During the quarter the fund opened 14 new positions and exited 13 — including a new stake in $SPCX and a full exit from $TSM. The portfolio is most concentrated in Technology (36.5% of disclosed assets). All figures are sourced directly from MOODY LYNN & LIEBERSON, LLC’s Form 13F-HR filing with the SEC under CIK 938592.
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