Moody Lynn Lieberson & Walker
BOSTON, MAfiles as MOODY LYNN LIEBERSON & WALKER, LLC
$1.9bn in 264 US stocks at the end of 30 June 2026. The top 10 are 45.8% of the money. It changed about 10.1% of the portfolio this quarter.
Value
$1.9bn
Stocks
264
Top 10 share
45.8%
Turnover
10.1%
What changed this quarter
New
Bought for the first time this quarter.
- Taiwan Semiconductor ManufacturingTSM0.2% of the fund
- Devon EnergyDVN0.2% of the fund
- Select Sector Spdr TRXLK0.1% of the fund
- HeicoHEI-A0.1% of the fund
- Neurocrine BiosciencesNBIX0.1% of the fund
- Spdr Series TrustKRE<0.1% of the fund
- MongoDBMDB<0.1% of the fund
- Avalonbay CommunitiesAVB<0.1% of the fund
- Citizens Financial GroupCFG<0.1% of the fund
- Marvell TechnologyMRVL<0.1% of the fund
- SanminaSANM<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- Applied MaterialsAMAT<0.1% of the fund
- KLAKLAC<0.1% of the fund
- American Financial GroupAFG<0.1% of the fund
- CareTrust REITCTRE<0.1% of the fund
- UnitedHealth GroupUNH<0.1% of the fund
- Brookfield InfrastructureBIPC<0.1% of the fund
- CaterpillarCAT<0.1% of the fund
- Brookfield RenewableBEPC<0.1% of the fund
- Hartford Mutual Funds II INC SHHHFX<0.1% of the fund
- Fidelity Growth DiscoveryFDSVX<0.1% of the fund
- First Citize 6.625 Pfdpfd SER E<0.1% of the fund
- IlluminaILMN<0.1% of the fund
Added
Bought more of a stock they already held.
- Amazon.comAMZN3.2% of the fund+3%
- Morgan StanleyMS2.8% of the fund+3%
- Johnson & JohnsonJNJ1.8% of the fund+6%
- BlackstoneBX1.4% of the fund+2%
- Abbott LaboratoriesABT1.2% of the fund+20%
- HitachiHTHIY0.9% of the fund+10%
- Ferguson EnterprisesFERG0.9% of the fund+7%
- State STR Spdr S&P 500 ETF TSPY0.8% of the fund+16%
- MerckMRK0.7% of the fund+122%
- Palo Alto NetworksPANW0.7% of the fund+17%
- American Electric PowerAEP0.6% of the fund+165%
- McDonald'sMCD0.5% of the fund+3%
- Texas InstrumentsTXN0.5% of the fund+4%
- Cisco SystemsCSCO0.4% of the fund+87%
- Goldman Sachs GroupGS0.4% of the fund+4%
- Nestle SA ADRNSRGY0.3% of the fund+863%
- Vanguard Intl Equity Index FVWO0.2% of the fund+915%
- Novartis AGNVS0.2% of the fund+2%
- Analog DevicesADI0.2% of the fund+406%
- CRH PublicCRH0.2% of the fund+161%
- Howmet AerospaceHWM0.2% of the fund+5%
- CumminsCMI0.2% of the fund+865%
- O'Reilly AutomotiveORLY0.2% of the fund+5%
- Marriott InternationalMAR0.1% of the fund+11%
- Old Westbury Funds INC Large COWLSX0.1% of the fund+70%
Cut
Sold some of their stake.
- AlphabetGOOGL7.3% of the fund-4%
- BroadcomAVGO6.1% of the fund-5%
- Eli LillyLLY5.1% of the fund-3%
- MicrosoftMSFT3.7% of the fund-5%
- JPMorgan ChaseJPM3.4% of the fund-3%
- Spdr Gold TRGLD2.9% of the fund-13%
- Berkshire HathawayBRK-B2.6% of the fund-3%
- AbbVieABBV2.2% of the fund-4%
- Waste ManagementWM2.1% of the fund-5%
- MastercardMA2.0% of the fund-6%
- LindeLIN1.9% of the fund-2%
- EatonETN1.4% of the fund-3%
- StrykerSYK1.3% of the fund-9%
- Home DepotHD1.2% of the fund-7%
- Thermo Fisher ScientificTMO1.1% of the fund-4%
- Coca-ColaKO1.0% of the fund-6%
- NetflixNFLX1.0% of the fund-10%
- Southern CompanySO0.8% of the fund-10%
- Gilead SciencesGILD0.7% of the fund-12%
- Northrop GrummanNOC0.4% of the fund-43%
- PepsiCoPEP0.4% of the fund-52%
- RTXRTX0.3% of the fund-24%
- Procter & GamblePG0.3% of the fund-8%
- Wells Fargo & CompanyWFC0.2% of the fund-72%
- Intuitive SurgicalISRG0.1% of the fund-15%
Sold out
Sold their entire stake.
- ServiceNowNOW-100%
- Builders FirstSourceBLDR-100%
- L3harris TechnologiesLHX-100%
- AstrazenecaAZN-100%
- Ishares TRITA-100%
- Coterra EnergyCTRA-100%
- Regeneron PharmaceuticalsREGN-100%
- Spdr Series TrustXBI-100%
- Wheaton Precious MetalsWPM-100%
- RollinsROL-100%
- Honeywell InternationalHON-100%
- Intercontinental ExchangeICE-100%
- ShopifySHOP-100%
- PrologisPLD-100%
- McCormickMKC-100%
- Fidelity OTC PortfolioFOCPX-100%
- TC EnergyTRP-100%
- Ishares TRINDA-100%
- Check Point Software TechnologiesCHKP-100%
- Cognizant Technology SolutionsCTSH-100%
Holdings
- Spdr Gold TRGLD
- Share
- 2.9%
- Value
- $55m
- Shares
- 149,771
-13%
- HitachiHTHIY
- Share
- 0.9%
- Value
- $17m
- Shares
- 629,086
+10%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.8%
- Value
- $15m
- Shares
- 20,427
+16%
- Vanguard Index FDSVTI
- Share
- 0.4%
- Value
- $7m
- Shares
- 18,026
Held
- Nestle SA ADRNSRGY
- Share
- 0.3%
- Value
- $6m
- Shares
- 54,771
+863%
- Vanguard Intl Equity Index FVWO
- Share
- 0.2%
- Value
- $5m
- Shares
- 78,551
+915%
- Ishares TRIWO
- Share
- 0.2%
- Value
- $4m
- Shares
- 10,299
Held
- Vanguard 500 Index AdmiralVFIAX
- Share
- 0.2%
- Value
- $3m
- Shares
- 4,657
Held
- Ishares TRIWF
- Share
- 0.2%
- Value
- $3m
- Shares
- 23,656
Held
- Old Westbury Funds INC Large COWLSX
- Share
- 0.1%
- Value
- $2m
- Shares
- 105,831
+70%
- Select Sector Spdr TRXLK
- Share
- 0.1%
- Value
- $2m
- Shares
- 11,917
New
- State STR Spdr S&P Midcap 40MDY
- Share
- 0.1%
- Value
- $2m
- Shares
- 2,705
Held
- Ishares TRIWM
- Share
- <0.1%
- Value
- $2m
- Shares
- 6,077
+17%
- Invesco Exchange Traded FD TRSP
- Share
- <0.1%
- Value
- $2m
- Shares
- 8,523
-11%
- State STR Spdr DOW Jones INDDIA
- Share
- <0.1%
- Value
- $2m
- Shares
- 3,461
Held
- BHP Billiton LimitedBHP
- Share
- <0.1%
- Value
- $1m
- Shares
- 17,723
-54%
- Spdr Series TrustKRE
- Share
- <0.1%
- Value
- $1m
- Shares
- 18,945
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AlphabetGOOGL | 7.3% | $138m | 385,173 | -4% |
| NvidiaNVDA | 6.7% | $127m | 633,979 | Held |
| BroadcomAVGO | 6.1% | $116m | 308,225 | -5% |
| Eli LillyLLY | 5.1% | $97m | 81,167 | -3% |
| AppleAAPL | 4.3% | $82m | 282,181 | Held |
| MicrosoftMSFT | 3.7% | $69m | 186,285 | -5% |
| JPMorgan ChaseJPM | 3.4% | $64m | 195,923 | -3% |
| Amazon.comAMZN | 3.2% | $60m | 251,450 | +3% |
| GE VernovaGEV | 3.1% | $59m | 49,980 | Held |
| Spdr Gold TRGLD | 2.9% | $55m | 149,771 | -13% |
| Morgan StanleyMS | 2.8% | $54m | 256,389 | +3% |
| Berkshire HathawayBRK-B | 2.6% | $49m | 97,481 | -3% |
| AbbVieABBV | 2.2% | $43m | 168,964 | -4% |
| Waste ManagementWM | 2.1% | $40m | 179,600 | -5% |
| MastercardMA | 2.0% | $39m | 75,190 | -6% |
| LindeLIN | 1.9% | $36m | 70,095 | -2% |
| Johnson & JohnsonJNJ | 1.8% | $34m | 134,657 | +6% |
| Vertex PharmaceuticalsVRTX | 1.5% | $28m | 56,624 | Held |
| BlackstoneBX | 1.4% | $27m | 232,345 | +2% |
| EatonETN | 1.4% | $27m | 62,861 | -3% |
| StrykerSYK | 1.3% | $24m | 77,812 | -9% |
| Abbott LaboratoriesABT | 1.2% | $23m | 248,217 | +20% |
| Home DepotHD | 1.2% | $22m | 63,531 | -7% |
| Thermo Fisher ScientificTMO | 1.1% | $21m | 40,920 | -4% |
| ChevronCVX | 1.1% | $20m | 120,250 | Held |
| Coca-ColaKO | 1.0% | $20m | 242,903 | -6% |
| NetflixNFLX | 1.0% | $19m | 269,678 | -10% |
| AlphabetGOOG | 0.9% | $17m | 49,445 | Held |
| HitachiHTHIY | 0.9% | $17m | 629,086 | +10% |
| Ferguson EnterprisesFERG | 0.9% | $17m | 70,977 | +7% |
| Union PacificUNP | 0.9% | $16m | 60,192 | Held |
| Southern CompanySO | 0.8% | $15m | 159,767 | -10% |
| State STR Spdr S&P 500 ETF TSPY | 0.8% | $15m | 20,427 | +16% |
| MerckMRK | 0.7% | $14m | 110,547 | +122% |
| Palo Alto NetworksPANW | 0.7% | $14m | 41,381 | +17% |
| ExxonMobil HoldingsXOM | 0.7% | $14m | 102,018 | Held |
| Gilead SciencesGILD | 0.7% | $13m | 105,534 | -12% |
| VisaV | 0.7% | $13m | 37,796 | Held |
| General ElectricGE | 0.7% | $13m | 34,205 | Held |
| American Electric PowerAEP | 0.6% | $12m | 85,654 | +165% |
| McDonald'sMCD | 0.5% | $10m | 37,799 | +3% |
| Texas InstrumentsTXN | 0.5% | $10m | 32,460 | +4% |
| Northrop GrummanNOC | 0.4% | $8m | 16,648 | -43% |
| Cisco SystemsCSCO | 0.4% | $8m | 68,613 | +87% |
| Mondelez InternationalMDLZ | 0.4% | $8m | 138,306 | Held |
| Goldman Sachs GroupGS | 0.4% | $8m | 7,888 | +4% |
| PepsiCoPEP | 0.4% | $7m | 50,369 | -52% |
| Vanguard Index FDSVTI | 0.4% | $7m | 18,026 | Held |
| RTXRTX | 0.3% | $7m | 34,638 | -24% |
| Procter & GamblePG | 0.3% | $6m | 42,696 | -8% |
| AmphenolAPH | 0.3% | $6m | 33,887 | Held |
| Nestle SA ADRNSRGY | 0.3% | $6m | 54,771 | +863% |
| Arista NetworksANET | 0.3% | $5m | 29,811 | Held |
| Vanguard Intl Equity Index FVWO | 0.2% | $5m | 78,551 | +915% |
| Novartis AGNVS | 0.2% | $5m | 28,965 | +2% |
| Wells Fargo & CompanyWFC | 0.2% | $4m | 54,365 | -72% |
| Analog DevicesADI | 0.2% | $4m | 11,257 | +406% |
| CRH PublicCRH | 0.2% | $4m | 38,081 | +161% |
| Automatic Data ProcessingADP | 0.2% | $4m | 18,125 | Held |
| Ishares TRIWO | 0.2% | $4m | 10,299 | Held |
| Quanta ServicesPWR | 0.2% | $4m | 5,514 | Held |
| Howmet AerospaceHWM | 0.2% | $4m | 14,677 | +5% |
| Idexx LaboratoriesIDXX | 0.2% | $4m | 7,272 | Held |
| Taiwan Semiconductor ManufacturingTSM | 0.2% | $4m | 7,869 | New |
| Extra Space StorageEXR | 0.2% | $4m | 25,688 | Held |
| CumminsCMI | 0.2% | $3m | 4,846 | +865% |
| Vanguard 500 Index AdmiralVFIAX | 0.2% | $3m | 4,657 | Held |
| O'Reilly AutomotiveORLY | 0.2% | $3m | 34,335 | +5% |
| Sherwin-WilliamsSHW | 0.2% | $3m | 8,963 | Held |
| Devon EnergyDVN | 0.2% | $3m | 73,641 | New |
| Church & DwightCHD | 0.2% | $3m | 30,858 | Held |
| Ishares TRIWF | 0.2% | $3m | 23,656 | Held |
| Parker-HannifinPH | 0.1% | $3m | 2,777 | Held |
| Marriott InternationalMAR | 0.1% | $3m | 6,987 | +11% |
| Intuitive SurgicalISRG | 0.1% | $3m | 6,299 | -15% |
| Old Westbury Funds INC Large COWLSX | 0.1% | $2m | 105,831 | +70% |
| Select Sector Spdr TRXLK | 0.1% | $2m | 11,917 | New |
| HeicoHEI-A | 0.1% | $2m | 8,565 | New |
| W.W. GraingerGWW | 0.1% | $2m | 1,579 | Held |
| Neurocrine BiosciencesNBIX | 0.1% | $2m | 12,591 | New |
| Meta PlatformsMETA | 0.1% | $2m | 3,588 | -3% |
| Illinois Tool WorksITW | 0.1% | $2m | 7,284 | Held |
| DeereDE | 0.1% | $2m | 3,102 | -28% |
| HeicoHEI | 0.1% | $2m | 5,413 | +6% |
| Lam ResearchLRCX | 0.1% | $2m | 4,440 | Held |
| State STR Spdr S&P Midcap 40MDY | 0.1% | $2m | 2,705 | Held |
| Ishares TRIWM | <0.1% | $2m | 6,077 | +17% |
| Invesco Exchange Traded FD TRSP | <0.1% | $2m | 8,523 | -11% |
| State STR Spdr DOW Jones INDDIA | <0.1% | $2m | 3,461 | Held |
| Iron MountainIRM | <0.1% | $2m | 14,195 | Held |
| ASML Holding NVASML | <0.1% | $2m | 843 | +7% |
| TJX CompaniesTJX | <0.1% | $2m | 11,023 | Held |
| Republic ServicesRSG | <0.1% | $2m | 7,644 | Held |
| WalmartWMT | <0.1% | $2m | 14,311 | Held |
| Eastern BanksharesEBC | <0.1% | $2m | 69,036 | Held |
| Curtiss WrightCW | <0.1% | $2m | 1,981 | Held |
| BHP Billiton LimitedBHP | <0.1% | $1m | 17,723 | -54% |
| Spdr Series TrustKRE | <0.1% | $1m | 18,945 | New |
| American ExpressAXP | <0.1% | $1m | 4,164 | +16% |
| Trane TechnologiesTT | <0.1% | $1m | 2,789 | Held |
Showing the largest 100 of 264.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 9.4% since 30 June 2025.
Where the money is
Technology24.3%
Health care16.6%
Financial services14.2%
Industrials12.1%
Media & telecom9.5%
Retail & consumer5.4%
Everyday goods2.7%
Materials2.6%
Energy2.2%
Utilities1.6%
Real estate0.5%
Other8.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.