ML
Moody Lynn Lieberson & Walker, LLC 13F Holdings (265 Positions, Q3 2026)
Moody Lynn Lieberson & Walker, LLCCIK: 0000938592
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$1.9B
Reporting period: 2026-09-30 · Number of holdings: 265
MOODY LYNN LIEBERSON & WALKER, LLC disclosed 265 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $1.9B and a quarterly turnover rate of 18.8%.
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Personality snowflake
- Concentration
- 12.32
- Portfolio Stability
- 18.82
- Momentum
- 100
- Sector conviction
- 55.38
- Diversification
- 100
- Sizing Uniformity
- 73.19
Moody Lynn Lieberson & Walker, LLC's disclosed holdings carry a Herfindahl concentration index of 0.031 — mathematically equivalent to about 32 equally-sized positions, well below its 265 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.68), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd MSFT
+2.7% $28.7M
New buy 30233Q108
Add NVDA
+1.2% $19.7M
Trim GEV
-10.4% -$16.1M
Sold out XOM
Trim AVGO
-1.8% -$10.1M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 265 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.61% | +0.92% | +1.25% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.88% | -0.38% | +0.04% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 5.52% | -0.62% | -1.80% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.09% | +1.42% | +2.72% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.90% | +0.59% | +0.50% | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.90% | -0.24% | +0.51% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.51% | +0.13% | +4.26% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.42% | +0.26% | +5.33% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 3.02% | +0.11% | +2.13% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.49% | -0.08% | -1.11% | |
| 11 | MS | Morgan Stanley | Stock-Financials | 2.49% | -0.34% | -0.46% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 2.36% | +0.12% | +2.96% | |
| 13 | GEV | GE Vernova Inc | Stock-Industrials | 2.21% | -0.89% | -10.37% | |
| 14 | MA | Mastercard Inc - A | Stock-Financials | 2.15% | +0.11% | -0.24% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.90% | +0.10% | +2.68% | |
| 16 | WM | Waste Management Inc | Stock-Industrials | 1.90% | -0.21% | -0.12% | |
| 17 | LIN | Linde plc | Stock-Materials | 1.71% | -0.21% | -0.80% | |
| 18 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.54% | +0.06% | +0.44% | |
| 19 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.47% | +0.39% | +2.50% | |
| 20 | ABT | Abbott Laboratories | Stock-Healthcare | 1.44% | +0.25% | +13.41% | |
| 21 | ETN | Eaton Corporation plc | Stock-Industrials | 1.41% | — | +0.26% | |
| 22 | BX | Blackstone Inc | Stock-Financials | 1.36% | -0.08% | +0.62% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.29% | +0.24% | +1.01% | |
| 24 | HTHIY | Hitachi LTD -adr | Stock-Other | 1.15% | +0.23% | +2.40% | |
| 25 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.09% | +0.05% | +0.06% | |
| 26 | ✓ | Stock-Other | 1.03% | +1.03% | NEW | ||
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.00% | +0.20% | +24.14% | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.97% | +0.22% | +16.75% | |
| 29 | SYK | Stryker CORP | Stock-Healthcare | 0.96% | -0.33% | -13.47% | |
| 30 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.96% | +0.26% | +17.09% | |
| 31 | UNP | Union Pacific CORP | Stock-Industrials | 0.89% | +0.03% | +5.08% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.87% | -0.05% | -0.81% | |
| 33 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.83% | +0.09% | -2.32% | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.79% | -0.23% | -19.36% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.76% | -0.42% | -18.61% | |
| 36 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.75% | -0.14% | -9.12% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | +0.02% | -0.44% | |
| 38 | ✓ | Stock-Other | 0.57% | +0.57% | NEW | ||
| 39 | TXN | Texas Instruments Inc | Stock-Tech | 0.52% | +0.01% | +9.33% | |
| 40 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.47% | +0.42% | +545.45% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.46% | -0.08% | +1.89% | |
| 42 | GE | General Electric | Stock-Industrials | 0.42% | -0.25% | -23.72% | |
| 43 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.42% | — | +0.89% | |
| 44 | ANET | Arista Networks Inc | Stock-Tech | 0.39% | +0.12% | +24.64% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.38% | -0.05% | +0.44% | |
| 46 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.37% | -0.05% | -0.03% | |
| 47 | RTX | Rtx CORP | Stock-Industrials | 0.36% | +0.01% | +8.23% | |
| 48 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.35% | -0.10% | -15.08% | |
| 49 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 0.33% | +0.03% | +27.05% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.32% | -0.03% | -8.24% |
1–50 of 200
Portfolio Performance
Performance for Q4 2026
+1.7%
Performance Last 4 Quarters
+10%
- Stdev
- +11.3%
- Beta
- +0.87
- Alpha
- +1.4%
- Max Drawdown
- -7.3%
- Annualized Perf
- +22.9%
- Batting Avg vs S&P
- +44.4%
- Sortino
- +3.87
- Stutzer
- +0.54
- Treynor
- +0.24
- Sterling
- +1.47
- Calmar
- +3.14
- Information Ratio
- -0.39
- Tracking Error
- +3.9%
- Stdev Down
- +5.5%
- Winning Months %
- +75%
- Losing Months %
- +25%
- Best 12 Months
- +34.8%
- Worst 12 Months
- +7.7%
- Efficiency Ratio
- +0.78
- Sharpe
- +1.9
- Stdev Sectors
- +9.2%
- Skewness
- -0.32
- Kurtosis
- +0.53
- Upside Potential
- +5.26
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q3 | 265 | $1.9B | 19 | ||
| 2026 Q2 | 264 | $1.9B | 22 | ||
| 2026 Q1 | 250 | $1.8B | 18 | ||
| 2025 Q4 | 265 | $1.9B | 17 | ||
| 2025 Q3 | 259 | $1.9B | 35 | ||
| 2025 Q2 | 258 | $1.7B | 0 | ||
| 2025 Q1 | 244 | $1.6B | 100 | ||
| 2024 Q4 | 246 | $1.6B | 0 | ||
| 2024 Q3 | 255 | $1.6B | 0 | ||
| 2024 Q2 | 235 | $1.5B | 0 | ||
| 2024 Q1 | 236 | $1.5B | 0 | ||
| 2023 Q4 | 231 | $1.3B | 0 | ||
| 2023 Q3 | 206 | $1.2B | 0 | ||
| 2023 Q2 | 222 | $1.2B | 0 | ||
| 2023 Q1 | 214 | $1.1B | 0 | ||
| 2022 Q4 | 215 | $1.1B | 0 | ||
| 2022 Q3 | 216 | $1.0B | 0 | ||
| 2022 Q2 | 219 | $1.1B | 0 | ||
| 2022 Q1 | 228 | $1.4B | 0 | ||
| 2021 Q4 | 235 | $1.5B | 0 | ||
| 2021 Q3 | 220 | $1.3B | 0 | ||
| 2021 Q2 | 216 | $1.3B | 100 | ||
| 2021 Q1 | 217 | $1.2B | 31 | ||
| 2020 Q4 | 203 | $1.2B | 30 | ||
| 2020 Q3 | 194 | $1.0B | 28 | ||
| 2020 Q2 | 185 | $920.7M | 51 | ||
| 2020 Q1 | 162 | $727.2M | 57 | ||
| 2019 Q4 | 207 | $1.0B | 33 | ||
| 2019 Q3 | 182 | $895.7M | 33 | ||
| 2019 Q2 | 190 | $909.8M | 33 | ||
| 2019 Q1 | 185 | $872.6M | 37 | ||
| 2018 Q4 | 188 | $744.0M | 54 | ||
| 2018 Q3 | 204 | $942.0M | 34 | ||
| 2018 Q2 | 204 | $847.0M | 31 | ||
| 2018 Q1 | 196 | $827.8M | 29 | ||
| 2017 Q4 | 207 | $936.9M | 40 | ||
| 2017 Q3 | 209 | $822.4M | 37 | ||
| 2017 Q2 | 212 | $761.0M | 50 | ||
| 2017 Q1 | 169 | $712.0M | 52 | ||
| 2016 Q4 | 163 | $696.4M | 72 | ||
| 2016 Q3 | 164 | $601.4M | 62 | ||
| 2016 Q2 | 152 | $558.2M | 57 | ||
| 2016 Q1 | 158 | $635.0M | 73 | ||
| 2015 Q4 | 172 | $635.7M | 64 | ||
| 2015 Q3 | 160 | $521.3M | 71 | ||
| 2015 Q2 | 190 | $628.4M | 58 | ||
| 2015 Q1 | 181 | $627.0M | 59 | ||
| 2014 Q4 | 190 | $701.6M | 57 | ||
| 2014 Q3 | 191 | $671.7M | 61 | ||
| 2014 Q2 | 197 | $728.1M | 56 | ||
| 2014 Q1 | 193 | $690.4M | 61 | ||
| 2013 Q4 | 198 | $734.0M | 44 | ||
| 2013 Q3 | 180 | $646.9M | 67 | ||
| 2013 Q2 | 162 | $571.5M | — |
Holding changes this quarter
Moody Lynn Lieberson & Walker, LLC's most significant position changes for 2026-09-30: New buy: ; Sold out: Exxon Mobil CORP (XOM); New buy: ; New buy: Servicenow Inc (NOW); Sold out: Taiwan Semiconductor-sp Adr (TSM).
Showing top 200 changes by size (of 280 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.4% | +2.72% | Add |
| 2 | ✓ | +1% | NEW | New buy | |
| 3 | NVDA | Nvidia CORP | +0.9% | +1.25% | Add |
| 4 | AAPL | Apple Inc | +0.6% | +0.50% | Add |
| 5 | ✓ | +0.6% | NEW | New buy | |
| 6 | PLTR | Palantir Technologies Inc-a | +0.4% | +545.45% | Add |
| 7 | TMO | Thermo Fisher Scientific Inc | +0.4% | +2.50% | Add |
| 8 | AMZN | Amazon.com Inc | +0.3% | +5.33% | Add |
| 9 | GILD | Gilead Sciences Inc | +0.3% | +17.09% | Add |
| 10 | ABT | Abbott Laboratories | +0.3% | +13.41% | Add |
| 11 | CVX | Chevron CORP | +0.2% | +1.01% | Add |
| 12 | NOW | Servicenow Inc | +0.2% | NEW | New buy |
| 13 | HTHIY | Hitachi LTD -adr | +0.2% | +2.40% | Add |
| 14 | MRK | Merck & Co. Inc. | +0.2% | +16.75% | Add |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +24.14% | Add |
| 16 | AMGN | Amgen Inc | +0.2% | +322.38% | Add |
| 17 | BMY | Bristol-myers Squibb Co | +0.2% | NEW | New buy |
| 18 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +952.30% | Add |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | +4.26% | Add |
| 20 | ABBV | Abbvie Inc | +0.1% | +2.96% | Add |
| 21 | ANET | Arista Networks Inc | +0.1% | +24.64% | Add |
| 22 | GLD | Spdr Gold Shares | +0.1% | +2.13% | Add |
| 23 | MA | Mastercard Inc - A | +0.1% | -0.24% | Trim |
| 24 | JNJ | Johnson & Johnson | +0.1% | +2.68% | Add |
| 25 | MSI | Motorola Solutions Inc | +0.1% | NEW | New buy |
| 26 | PANW | Palo Alto Networks Inc | +0.1% | -2.32% | Trim |
| 27 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +0.44% | Add |
| 28 | KO | Coca-cola Co/the | +0.1% | +0.06% | Add |
| 29 | UNP | Union Pacific CORP | 0% | +5.08% | Add |
| 30 | NSRGY | Nestle Sa-spons Adr | 0% | +27.05% | Add |
| 31 | META | Meta Platforms Inc-class A | 0% | — | Unchanged |
| 32 | ADP | Automatic Data Processing | 0% | -0.83% | Trim |
| 33 | SJM | Jm Smucker Co/the | 0% | +206.86% | Add |
| 34 | VLO | Valero Energy CORP | 0% | — | Unchanged |
| 35 | V | Visa Inc-class A Shares | 0% | -0.44% | Trim |
| 36 | ASML | ASML Holding N.V. | 0% | +36.54% | Add |
| 37 | EQR | Equity Residential | 0% | NEW | New buy |
| 38 | FMILX | Fidelity New Millennium | 0% | NEW | New buy |
| 39 | DVN | Devon Energy CORP | 0% | +0.27% | Add |
| 40 | ILMN | Illumina Inc | 0% | +62.05% | Add |
| 41 | DASH | Doordash Inc - A | 0% | NEW | New buy |
| 42 | BWA | Borgwarner Inc | 0% | NEW | New buy |
| 43 | CG | Carlyle Group Inc/the | 0% | NEW | New buy |
| 44 | SNOW | Snowflake Inc | 0% | NEW | New buy |
| 45 | RTX | Rtx CORP | 0% | +8.23% | Add |
| 46 | IBB | Ishares Biotechnology ETF | 0% | +20.05% | Add |
| 47 | EPR | Epr Properties | 0% | NEW | New buy |
| 48 | ALC | Alcon Inc. | 0% | NEW | New buy |
| 49 | TXN | Texas Instruments Inc | 0% | +9.33% | Add |
| 50 | IWM | Ishares Russell 2000 ETF | 0% | +23.20% | Add |
1–50 of 200
Filing History
FAQ
What is Moody Lynn Lieberson & Walker, LLC and what type of investor is it?
Moody Lynn Lieberson & Walker, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $1.9B, spread across 265 disclosed positions.
What are Moody Lynn Lieberson & Walker, LLC's largest equity positions?
Based on the latest 13F filing, Moody Lynn Lieberson & Walker, LLC's top holdings by market value are:
1. Nvidia CORP (NVDA) — $146.6M (7.6%)
2. Alphabet Inc-cl A (GOOGL) — $132.6M (6.9%)
3. Broadcom Inc (AVGO) — $106.3M (5.5%)
4. Microsoft CORP (MSFT) — $98.1M (5.1%)
5. Apple Inc (AAPL) — $94.4M (4.9%)
What changes did Moody Lynn Lieberson & Walker, LLC make in its most recent portfolio filing?
In the latest reported quarter, Moody Lynn Lieberson & Walker, LLC made 168 notable position adjustments: 16 new positions were initiated, 56 existing holdings were added to, 81 positions were partially reduced, and 15 were completely exited. The largest of these moves: New buy: ; Sold out: Exxon Mobil CORP (XOM); New buy: ; New buy: Servicenow Inc (NOW); Sold out: Taiwan Semiconductor-sp Adr (TSM)
What sectors does Moody Lynn Lieberson & Walker, LLC focus on?
Moody Lynn Lieberson & Walker, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 31.5%
• Health Care: 20.2%
• Financials: 12.9%
• Industrials: 10.9%
• Communication Services: 10.1%
• Consumer Discretionary: 5.9%
Investment Profile
Moody Lynn Lieberson & Walker, LLC returned an annualized 22.9% over the trailing 36 months — outperforming the S&P 500 by 1.4 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.87 (less volatile than the market) and a 44% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 31.5% of the portfolio concentrated in Information Technology.
Its turnover score has fallen from 35 to 19 over the past 4 quarters — a shift toward longer holding periods.
It has added to its NVDA position over the past two quarters (+$34.5M, now $146.6M), while trimming NFLX over the same stretch (-$13.6M, still holding $15.1M).
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