Moody Lynn Lieberson & Walker, LLC

Moody Lynn Lieberson & Walker, LLC reported 265 holdings worth US$1.93B as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 14, 2026

Moody Lynn Lieberson & Walker, LLC reported 265 holdings worth US$1.93B as of Sep 30, 2026. Largest: Alphabet Inc (google) Class C, Nvidia Corporation and Broadcom Inc. Filed Oct 14, 2026 (Form 13F).

Holdings
265
Value as reported
US$1.93B

The filing in full

CompanySharesValue as reported% of portfolio
Alphabet Inc (google) Class C434KUS$149M7.7%
Nvidia Corporation642KUS$147M7.6%
Broadcom Inc.303KUS$106M5.5%
Microsoft Corp.191KUS$98.1M5.1%
Apple Inc284KUS$94.4M4.9%
Eli Lilly And Company81,580US$94.4M4.9%
Jp Morgan Chase & Co.204KUS$67.6M3.5%
Amazon.com, Inc.265KUS$66M3.4%
Berkshire Hathaway Inc.96,402US$48M2.5%
Morgan Stanley255KUS$48M2.5%
Abbvie Inc.174KUS$45.5M2.4%
Ge Vernova Inc.44,796US$42.6M2.2%
Mastercard Incorporated75,008US$41.4M2.1%
Johnson & Johnson138KUS$36.6M1.9%
Waste Management, Inc.179KUS$36.6M1.9%
Vertex Pharmaceuticals Incorporated56,875US$29.7M1.5%
Thermo Fisher Scientific Inc41,942US$28.3M1.5%
Abbott Laboratories282KUS$27.8M1.4%
Blackstone Inc.234KUS$26.2M1.4%
Chevron Corporation121KUS$24.8M1.3%
Hitachi, Ltd.644KUS$22.2M1.2%
Coca-cola Company (the)243KUS$20.9M1.1%
Merck & Company, Inc.129KUS$18.8M0.97%
Stryker Corporation67,329US$18.5M0.96%
Gilead Sciences, Inc.124KUS$18.4M0.96%
Union Pacific Corporation63,252US$17.2M0.89%
Palo Alto Networks, Inc.40,423US$16.1M0.83%
Netflix, Inc.217KUS$15.1M0.79%
Home Depot, Inc. (the)51,710US$14.7M0.76%
Ferguson Enterprises Inc.64,502US$14.4M0.75%
Visa Inc.37,628US$13.5M0.70%
Space Exploration Technologies Corp72,576US$10.9M0.57%
Texas Instruments Incorporated35,488US$9.94M0.52%
Palantir Technologies Inc.48,680US$9.11M0.47%
Mcdonald's Corporation38,512US$8.89M0.46%
Ge Aerospace26,093US$8.15M0.42%
Mondelez International, Inc.140KUS$8.07M0.42%
Arista Networks, Inc.37,157US$7.56M0.39%
Cisco Systems, Inc.68,913US$7.42M0.38%
Goldman Sachs Group, Inc. (the)7,886US$7.1M0.37%
Rtx Corporation37,487US$6.96M0.36%
Northrop Grumman Corporation14,137US$6.83M0.35%
Nestle S.a.69,589US$6.32M0.33%
Southern Company (the)72,102US$5.98M0.31%
Procter & Gamble Company (the)40,880US$5.94M0.31%
Pepsico, Inc.46,543US$5.9M0.31%
Amphenol Corporation67,824US$5.72M0.30%
Amgen Inc.11,628US$4.9M0.25%
Automatic Data Processing, Inc.17,974US$4.64M0.24%
Servicenow, Inc.34,322US$4.6M0.24%
Crowdstrike Holdings, Inc.16,216US$4.29M0.22%
Wells Fargo & Company53,507US$4.28M0.22%
Idexx Laboratories, Inc.7,272US$3.8M0.20%
Heico Corporation14,616US$3.75M0.19%
Bristol-myers Squibb Company58,236US$3.63M0.19%
Novartis Ag24,098US$3.44M0.18%
Devon Energy Corporation73,841US$3.4M0.18%
Extra Space Storage Inc25,348US$3.33M0.17%
Sherwin-williams Company (the)9,056US$2.93M0.15%
Church & Dwight Company, Inc.30,658US$2.89M0.15%
Quanta Services, Inc.4,354US$2.8M0.15%
Parker-hannifin Corporation2,847US$2.72M0.14%
Meta Platforms, Inc.3,588US$2.6M0.14%
Intuitive Surgical, Inc.6,250US$2.54M0.13%
Marriott International6,211US$2.21M0.11%
Asml Holding Nv1,151US$2.09M0.11%
Motorola Solutions, Inc.4,536US$2.02M0.10%
O'reilly Automotive, Inc.23,074US$1.97M0.10%
W.w. Grainger, Inc.1,579US$1.97M0.10%
Illinois Tool Works Inc.7,271US$1.87M0.10%
Valero Energy Corporation4,485US$1.74M0.09%
Republic Services, Inc.7,641US$1.6M0.08%
Iron Mountain Incorporated (delaware)14,278US$1.58M0.08%
Lam Research Corporation4,540US$1.49M0.08%
Walmart Inc.13,934US$1.45M0.08%
Eastern Bankshares, Inc.69,036US$1.44M0.07%
Mettler-toledo International, Inc.812US$1.23M0.06%
Blackrock, Inc.1,133US$1.2M0.06%
Altria Group, Inc.17,368US$1.17M0.06%
Cabot Corporation15,000US$1.15M0.06%
Public Storage4,000US$1.13M0.06%
Costco Wholesale Corporation1,209US$1.1M0.06%
Agnico Eagle Mines Limited5,958US$1.09M0.06%
Intel Corporation9,020US$1.08M0.06%
Curtiss-wright Corporation1,981US$1.08M0.06%
Tjx Companies, Inc. (the)8,109US$1.07M0.06%
American Express Company3,526US$1.07M0.06%
Take-two Interactive Software, Inc.5,128US$1.06M0.06%
Walt Disney Company (the)9,070US$951K0.05%
Packaging Corporation Of America4,106US$941K0.05%
Performance Food Group Company9,960US$911K0.05%
Commercial Metals Company14,593US$906K0.05%
Oracle Corporation6,330US$869K0.05%
Pfizer, Inc.30,451US$868K0.05%
Analog Devices, Inc.2,148US$852K0.04%
Mongodb, Inc.2,439US$850K0.04%
Axon Enterprise, Inc.1,988US$840K0.04%
The J.m. Smucker Company7,024US$835K0.04%
Yum! Brands, Inc.5,749US$784K0.04%
Starbucks Corporation8,192US$770K0.04%

Every holding of Moody Lynn Lieberson & Walker, LLC

Source

View original at SEC

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