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Moody Lynn & Lieberson

Moody Lynn & Lieberson Portfolio holdings

AUM $1.93B Turnover 9.71%
1-Year Est. Return 20.85%
This Fund
S&P 500
This Quarter Est. Return
+3.94%
1 Year Est. Return
+20.85%
3 Year Est. Return
+141.76%
5 Year Est. Return
+197.94%
10 Year Est. Return
+958.08%
AUM
$1.93B
AUM Growth
+$31.6M
Cap. Flow
-$7.16M
Cap. Flow %
-0.37%
Top 10 Hldgs %
47.34%
Holding
278
New
14
Increased
71
Reduced
96
Closed
13
Avg Time Held
5.5 years
Top 10 Avg Time Held
4.4 years
Top 20 Avg Time Held
4.2 years

Top Buys

Rank Stock Value
1
SPCX icon
SpaceX
SPCX
+$10M
2
PLTR icon
Palantir
PLTR
+$6.56M
3
NOW icon
ServiceNow
NOW
+$4.22M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.75M
5
BMY icon
Bristol-Myers Squibb
BMY
+$3.68M

Top Sells

Rank Stock Value
1
AEP icon
American Electric Power
AEP
+$10.4M
2
SO icon
Southern Company
SO
+$7.99M
3
GEV icon
GE Vernova
GEV
+$5.14M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.26M
5
NFLX icon
Netflix
NFLX
+$3.92M

Sector Composition

Rank Sector Weight
1 Technology 27.55%
2 Healthcare 17.68%
3 Financials 13.87%
4 Industrials 11.38%
5 Communication Services 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
NVDA icon
1
NVIDIA
NVDA
$5.25T
$147M 7.61%
641,876
+7,897
+1% +$1.69M
2019 Q4
27 quarters
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$4.22T
$133M 6.88%
385,320
+147
+0% +$51K
2015 Q4
43 quarters
AVGO icon
3
Broadcom
AVGO
$1.6T
$106M 5.52%
302,677
-5,548
-2% -$2.09M
2013 Q4
51 quarters
MSFT icon
4
Microsoft
MSFT
$3.97T
$98.1M 5.09%
191,360
+5,075
+3% +$2.35M
2013 Q4
51 quarters
AAPL icon
5
Apple
AAPL
$5.01T
$94.4M 4.9%
283,600
+1,419
+0.5% +$456K
2013 Q3
52 quarters
LLY icon
6
Eli Lilly
LLY
$1.11T
$94.4M 4.9%
81,580
+413
+0.5% +$487K
2020 Q1
26 quarters
JPM icon
7
JPMorgan Chase
JPM
$888B
$67.6M 3.51%
204,263
+8,340
+4% +$2.92M
2016 Q3
40 quarters
AMZN icon
8
Amazon
AMZN
$2.83T
$66M 3.42%
264,863
+13,413
+5% +$3.41M
2015 Q2
45 quarters
GLD icon
9
SPDR Gold Trust
GLD
$140B
$58.3M 3.02%
152,964
+3,193
+2% +$1.25M
2020 Q2
25 quarters
BRK.B icon
10
Berkshire Hathaway Class B
BRK.B
$1.14T
$48M 2.49%
96,402
-1,079
-1% -$544K
2016 Q4
39 quarters
MS icon
11
Morgan Stanley
MS
$281B
$48M 2.49%
255,213
-1,176
-0.5% -$250K
2020 Q4
23 quarters
ABBV icon
12
AbbVie
ABBV
$502B
$45.5M 2.36%
173,972
+5,008
+3% +$1.28M
2020 Q1
26 quarters
GEV icon
13
GE Vernova
GEV
$241B
$42.6M 2.21%
44,796
-5,184
-10% -$5.14M
2024 Q2
9 quarters
MA icon
14
Mastercard
MA
$540B
$41.4M 2.15%
75,008
-182
-0.2% -$102K
2013 Q2
53 quarters
JNJ icon
15
Johnson & Johnson
JNJ
$613B
$36.6M 1.9%
138,264
+3,607
+3% +$952K
2013 Q2
53 quarters
WM icon
16
Waste Management
WM
$90.7B
$36.6M 1.9%
179,388
-212
-0.1% -$47.5K
2016 Q3
40 quarters
LIN icon
17
Linde
LIN
$233B
$33M 1.71%
69,537
-558
-0.8% -$274K
2018 Q4
31 quarters
VRTX icon
18
Vertex Pharmaceuticals
VRTX
$128B
$29.7M 1.54%
56,875
+251
+0.4% +$129K
2022 Q1
18 quarters
TMO icon
19
Thermo Fisher Scientific
TMO
$252B
$28.3M 1.47%
41,942
+1,022
+2% +$607K
2015 Q2
45 quarters
ABT icon
20
Abbott
ABT
$180B
$27.8M 1.44%
281,504
+33,287
+13% +$3.48M
2017 Q1
38 quarters
ETN icon
21
Eaton
ETN
$152B
$27.1M 1.41%
63,026
+165
+0.3% +$68.9K
2022 Q2
17 quarters
BX icon
22
Blackstone
BX
$85.6B
$26.2M 1.36%
233,783
+1,438
+0.6% +$188K
2017 Q2
37 quarters
CVX icon
23
Chevron
CVX
$441B
$24.8M 1.29%
121,465
+1,215
+1% +$239K
2022 Q4
15 quarters
HIT icon
24
DELISTED
HITACHI LTD ADR (10COM)NEW
HIT
$22.2M 1.15%
644,165
+15,079
+2% +$521K
2024 Q2
9 quarters
KO icon
25
Coca-Cola
KO
$403B
$20.9M 1.09%
243,037
+134
+0.1% +$11.6K
2013 Q2
53 quarters
1
2 3 4 5

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Moody Lynn & Lieberson's Q3 2026 Portfolio in Review

As of Q3 2026, Moody Lynn & Lieberson held 278 positions worth $1.93B, up 1.7% from $1.9B the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Moody Lynn & Lieberson's Q3 2026 filing shows 14 new, 71 increased, 96 reduced and 13 closed positions. Its largest new stake was SpaceX: 72,576 shares worth $10.9M. The largest sale was American Electric Power, an estimated $10.4M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 25% a quarter earlier, followed by Healthcare and Financials.

  • Moody Lynn & Lieberson's largest Q3 2026 buy was SpaceX: 72,576 shares worth $10.9M.
  • Moody Lynn & Lieberson added most to Palantir in Q3 2026, an estimated $6.56M increase.
  • Moody Lynn & Lieberson's biggest Q3 2026 reduction was American Electric Power, cutting an estimated $10.4M.
  • Moody Lynn & Lieberson fully exited TSMC in Q3 2026, selling an estimated $3.76M.
  • Moody Lynn & Lieberson's ten largest holdings make up 47% of its $1.93B portfolio in Q3 2026.
  • Moody Lynn & Lieberson opened 14 new positions and closed 13 in Q3 2026.
  • Moody Lynn & Lieberson's portfolio value rose 1.7% quarter-over-quarter to $1.93B.

Based on Moody Lynn & Lieberson's 13F filing for Q3 2026, filed 14 Oct 2026.