Moody Lynn & Lieberson, LLC Top Holdings and 13F Report (2025)

About Moody Lynn & Lieberson, LLC

Investment Activity

Moody Lynn & Lieberson, LLC has $1.73 billion in total holdings as of June 30, 2025.
Moody Lynn & Lieberson, LLC owns shares of 258 different stocks, but just 39 companies or ETFs make up 80% of its holdings.
Approximately 5.94% of the portfolio was purchased this quarter.
About 6.02% of the portfolio was sold this quarter.
This quarter, Moody Lynn & Lieberson, LLC has purchased 244 new stocks and bought additional shares in 103 stocks.
Moody Lynn & Lieberson, LLC sold shares of 95 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

Broadcom: $113,479,868
NVIDIA: $102,997,473
Microsoft: $96,212,990
Alphabet: $67,208,659
Eli Lilly and Company: $63,778,026

Largest New Holdings this Quarter

949746101 - Wells Fargo & Company: $11,893,253 Holding
502431109 - L3Harris Technologies: $4,067,371 Holding
82509L107 - Shopify: $3,927,898 Holding
464288760 - iShares U.S. Aerospace & Defense ETF: $3,111,994 Holding
771049103 - Roblox: $2,778,858 Holding

Largest Purchases this Quarter

Wells Fargo & Company: 148,443 shares (about $11.89M)
HubSpot: 19,973 shares (about $11.12M)
L3Harris Technologies: 16,215 shares (about $4.07M)
Sherwin-Williams: 11,828 shares (about $4.06M)
CyberArk Software: 9,968 shares (about $4.06M)

Largest Sales this Quarter

Bristol Myers Squibb: 331,792 shares (about $15.36M)
GE VERNOVA INC: 14,142 shares (about $7.48M)
Exxon Mobil: 62,247 shares (about $6.71M)
OLD WESTBURY FUNDS INC LARGE C: 270,775 shares (about $5.81M)
Visa: 15,900 shares (about $5.65M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AVGO Broadcom	$113,479,868	$951,819 ▼	-0.8%	411,681	6.5%	Computer and Technology
NVDA NVIDIA	$102,997,473	$498,458 ▲	0.5%	651,924	5.9%	Computer and Technology
MSFT Microsoft	$96,212,990	$3,773,848 ▲	4.1%	193,428	5.6%	Computer and Technology
GOOGL Alphabet	$67,208,659	$175,173 ▼	-0.3%	381,369	3.9%	Computer and Technology
LLY Eli Lilly and Company	$63,778,026	$1,733,675 ▼	-2.6%	81,816	3.7%	Medical
GLD SPDR Gold Shares	$59,603,715	$1,153,782 ▼	-1.9%	195,531	3.4%	Finance
JPM JPMorgan Chase & Co.	$57,715,863	$626,785 ▲	1.1%	199,082	3.3%	Finance
AMZN Amazon.com	$54,978,476	$2,631,364 ▲	5.0%	250,597	3.2%	Retail/Wholesale
AAPL Apple	$52,928,936	$3,244,558 ▼	-5.8%	257,976	3.1%	Computer and Technology
BRK.B Berkshire Hathaway	$51,350,261	$2,248,144 ▼	-4.2%	105,709	3.0%	Finance
NFLX Netflix	$47,777,480	$111,148 ▲	0.2%	35,678	2.8%	Consumer Discretionary
MA Mastercard	$44,716,937	$2,096,598 ▼	-4.5%	79,576	2.6%	Business Services
WM Waste Management	$43,252,243	$24,484 ▲	0.1%	189,023	2.5%	Business Services
BX Blackstone	$41,713,973	$135,819 ▲	0.3%	278,874	2.4%	Finance
ABT Abbott Laboratories	$36,388,795	$1,670,883 ▼	-4.4%	267,545	2.1%	Medical
MS Morgan Stanley	$35,620,113	$859,528 ▲	2.5%	252,876	2.1%	Finance
SYK Stryker	$34,735,523	$340,637 ▲	1.0%	87,798	2.0%	Medical
NOW ServiceNow	$34,018,139	$3,752,492 ▲	12.4%	33,089	2.0%	Computer and Technology
ABBV AbbVie	$31,996,619	$781,089 ▲	2.5%	172,377	1.8%	Medical
LINDE PLC	$30,819,027	$311,066 ▲	1.0%	65,687	1.8%	COM
ETN Eaton	$30,454,817	$2,931,959 ▲	10.7%	85,310	1.8%	Industrials
VRTX Vertex Pharmaceuticals	$25,855,880	$365,954 ▲	1.4%	58,077	1.5%	Medical
HD Home Depot	$25,055,811	$433,368 ▲	1.8%	68,339	1.4%	Retail/Wholesale
GE VERNOVA INC	$19,389,114	$7,483,239 ▼	-27.8%	36,642	1.1%	COM
TMO Thermo Fisher Scientific	$16,153,526	$2,568,994 ▼	-13.7%	39,840	0.9%	Medical
JNJ Johnson & Johnson	$15,643,127	$4,699,506 ▼	-23.1%	102,410	0.9%	Medical
HTHIY Hitachi	$14,946,459	$3,150,249 ▲	26.7%	514,331	0.9%	Multi-Sector Conglomerates
ICE Intercontinental Exchange	$14,218,742	$5,045,976 ▼	-26.2%	77,499	0.8%	Finance
NOC Northrop Grumman	$14,192,432	$1,647,434 ▲	13.1%	28,386	0.8%	Aerospace
SO Southern	$14,192,326	$626,464 ▲	4.6%	154,550	0.8%	Utilities
V Visa	$13,726,943	$5,645,295 ▼	-29.1%	38,662	0.8%	Business Services
KO CocaCola	$13,304,537	$1,869,922 ▲	16.4%	188,050	0.8%	Consumer Staples
SPY SPDR S&P 500 ETF Trust	$12,962,493	$148,284 ▼	-1.1%	20,980	0.7%	Finance
WFC Wells Fargo & Company	$11,893,253	$11,893,253 ▲	New Holding	148,443	0.7%	Finance
HUBS HubSpot	$11,663,068	$11,117,571 ▲	2,038.1%	20,953	0.7%	Computer and Technology
MCD McDonald's	$10,807,953	$186,989 ▲	1.8%	36,992	0.6%	Retail/Wholesale
FERGUSON ENTERPRISES INC COMMO	$10,334,633	$454,444 ▲	4.6%	47,461	0.6%	COM
CVX Chevron	$9,457,986	$1,850,588 ▼	-16.4%	66,052	0.5%	Energy
GE GE Aerospace	$8,977,248	$1,671,491 ▲	22.9%	34,878	0.5%	Aerospace
GOOG Alphabet	$8,581,951	$360,456 ▼	-4.0%	48,379	0.5%	Computer and Technology
PANW Palo Alto Networks	$8,159,611	$24,557 ▼	-0.3%	39,873	0.5%	Computer and Technology
PG Procter & Gamble	$7,943,159	$319,912 ▼	-3.9%	49,857	0.5%	Consumer Staples
ORCL Oracle	$7,500,539	$2,129,019 ▲	39.6%	34,307	0.4%	Computer and Technology
GILD Gilead Sciences	$7,311,655	$161,759 ▼	-2.2%	65,948	0.4%	Medical
RTX RTX	$7,039,624	$3,594,428 ▲	104.3%	48,210	0.4%	Aerospace
PEP PepsiCo	$7,037,336	$2,574,780 ▼	-26.8%	53,297	0.4%	Consumer Staples
SHW Sherwin-Williams	$7,005,231	$4,061,262 ▲	138.0%	20,402	0.4%	Basic Materials
ARISTA NETWORKS INC	$6,662,018	$3,995,819 ▲	149.9%	65,116	0.4%	COM
TXN Texas Instruments	$6,436,012	$1,233,055 ▼	-16.1%	30,999	0.4%	Computer and Technology
AXON Axon Enterprise	$5,954,544	$1,161,600 ▲	24.2%	7,192	0.3%	Aerospace
SAP SAP	$5,812,871	$27,369 ▼	-0.5%	19,115	0.3%	Computer and Technology
ADP Automatic Data Processing	$5,710,951	$9,560 ▼	-0.2%	18,518	0.3%	Computer and Technology
GS The Goldman Sachs Group	$5,695,264	$397,048 ▲	7.5%	8,047	0.3%	Finance
GDX VanEck Gold Miners ETF	$5,481,085	$140,562 ▼	-2.5%	105,284	0.3%	ETF
VTI Vanguard Total Stock Market ETF	$5,371,600	$87,227 ▲	1.7%	17,674	0.3%	ETF
XOM Exxon Mobil	$5,239,511	$6,710,226 ▼	-56.2%	48,604	0.3%	Energy
AXP American Express	$5,209,262	$304,626 ▲	6.2%	16,331	0.3%	Finance
SPOT Spotify Technology	$5,189,520		0.0%	6,763	0.3%	Computer and Technology
MDLZ Mondelez International	$5,006,611	$147,356 ▼	-2.9%	74,238	0.3%	Consumer Staples
BLOCK INC CL A	$4,501,110	$1,513,888 ▲	50.7%	66,261	0.3%	COM
CYBR CyberArk Software	$4,489,514	$4,055,780 ▲	935.1%	11,034	0.3%	Computer and Technology
CRWD CrowdStrike	$4,278,204	$1,609,420 ▲	60.3%	8,400	0.2%	Computer and Technology
IBM International Business Machines	$4,252,496	$13,265 ▲	0.3%	14,426	0.2%	Computer and Technology
EXR Extra Space Storage	$4,170,930	$17,545 ▲	0.4%	28,289	0.2%	Finance
OLD WESTBURY FUNDS INC LARGE C	$4,097,049	$5,808,112 ▼	-58.6%	191,005	0.2%	MF
LHX L3Harris Technologies	$4,067,371	$4,067,371 ▲	New Holding	16,215	0.2%	Aerospace
ISRG Intuitive Surgical	$4,059,273	$4,008,192 ▼	-49.7%	7,470	0.2%	Medical
SHOP Shopify	$3,927,898	$3,927,898 ▲	New Holding	34,052	0.2%	Computer and Technology
IDXX IDEXX Laboratories	$3,878,275	$5,900 ▼	-0.2%	7,231	0.2%	Medical
COST Costco Wholesale	$3,817,209	$15,839 ▲	0.4%	3,856	0.2%	Retail/Wholesale
EFA iShares MSCI EAFE ETF	$3,745,888	$203,809 ▲	5.8%	41,905	0.2%	Finance
FCX Freeport-McMoRan	$3,688,782	$4,465 ▲	0.1%	85,093	0.2%	Basic Materials
FTNT Fortinet	$3,619,324	$23,047 ▲	0.6%	34,235	0.2%	Computer and Technology
AMT American Tower	$3,349,558	$2,002,662 ▲	148.7%	15,155	0.2%	Finance
CHD Church & Dwight	$3,339,534	$2,691 ▼	-0.1%	34,747	0.2%	Consumer Staples
APH Amphenol	$3,271,884	$8,394 ▲	0.3%	33,133	0.2%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$3,254,830	$2,929,602 ▲	900.8%	7,666	0.2%	ETF
ITA iShares U.S. Aerospace & Defense ETF	$3,111,994	$3,111,994 ▲	New Holding	16,497	0.2%	ETF
MRK Merck & Co., Inc.	$2,991,694	$781,943 ▼	-20.7%	37,793	0.2%	Medical
IWO iShares Russell 2000 Growth ETF	$2,944,072	$142,930 ▼	-4.6%	10,299	0.2%	ETF
EWJ iShares MSCI Japan ETF	$2,890,019	$265,394 ▲	10.1%	38,549	0.2%	ETF
RBLX Roblox	$2,778,858	$2,778,858 ▲	New Holding	26,415	0.2%	Consumer Discretionary
CMG Chipotle Mexican Grill	$2,740,681	$1,031,138 ▲	60.3%	48,810	0.2%	Retail/Wholesale
ACN Accenture	$2,683,733	$5,380 ▼	-0.2%	8,979	0.2%	Computer and Technology
META Meta Platforms	$2,677,791	$1,145,516 ▼	-30.0%	3,628	0.2%	Computer and Technology
CTRA Coterra Energy	$2,671,017	$1,066 ▲	0.0%	105,241	0.2%	Energy
VANGUARD INDEX FUNDS 500 INDEX	$2,619,564		0.0%	4,575	0.2%	MF
CSCO Cisco Systems	$2,566,574	$19,565 ▲	0.8%	36,993	0.1%	Computer and Technology
PWR Quanta Services	$2,158,837	$8,318 ▼	-0.4%	5,710	0.1%	Construction
SONY Sony	$2,130,243	$588,564 ▲	38.2%	81,838	0.1%	Consumer Discretionary
PH Parker-Hannifin	$1,885,171	$4,889 ▼	-0.3%	2,699	0.1%	Industrials
RSG Republic Services	$1,853,028	$6,905 ▼	-0.4%	7,514	0.1%	Business Services
ITW Illinois Tool Works	$1,810,612	$6,676 ▲	0.4%	7,323	0.1%	Industrials
HON Honeywell International	$1,711,202	$116,673 ▼	-6.4%	7,348	0.1%	Multi-Sector Conglomerates
RSP Invesco S&P 500 Equal Weight ETF	$1,695,452	$25,625 ▼	-1.5%	9,329	0.1%	ETF
GWW W.W. Grainger	$1,635,257	$1,040 ▲	0.1%	1,572	0.1%	Industrials
MAR Marriott International	$1,631,064	$4,396,496 ▼	-72.9%	5,970	0.1%	Consumer Discretionary
MDY SPDR S&P MidCap 400 ETF Trust	$1,529,496		0.0%	2,700	0.1%	ETF
DIA SPDR Dow Jones Industrial Average ETF Trust	$1,527,293		0.0%	3,466	0.1%	Finance
WMT Walmart	$1,466,700	$210,227 ▲	16.7%	15,000	0.1%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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Moody Lynn & Lieberson, LLC Top Holdings and 13F Report (2025)

About Moody Lynn & Lieberson, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Moody Lynn & Lieberson, LLC Top Holdings and 13F Report (2025)

About Moody Lynn & Lieberson, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMoody Lynn & Lieberson, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools