ML
Moody Lynn Lieberson & Walker, LLC 13F Holdings (264 Positions, Q2 2026)
Moody Lynn Lieberson & Walker, LLCCIK: 0000938592
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$1.9B
Reporting period: 2026-06-30 · Number of holdings: 264
MOODY LYNN LIEBERSON & WALKER, LLC disclosed 264 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $1.9B and a quarterly turnover rate of 22.3%.
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Personality snowflake
- Concentration
- 11.79
- Portfolio Stability
- 22.27
- Momentum
- 100
- Sector conviction
- 49.03
- Diversification
- 100
- Sizing Uniformity
- 73.91
Moody Lynn Lieberson & Walker, LLC's disclosed holdings carry a Herfindahl concentration index of 0.029 — mathematically equivalent to about 34 equally-sized positions, well below its 264 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 2.61), 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.govTrim GLD
-13.5% -$19.3M
Add LLY
-2.7% $20.6M
Add GOOGL
-3.9% $22.4M
Trim NOC
-42.8% -$11.4M
Trim WFC
-72.3% -$11.2M
Add GEV
-1.2% $14.6M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 264 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.26% | +0.79% | -3.90% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.69% | +0.40% | -1.34% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 6.14% | +0.52% | -4.66% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.14% | +0.83% | -2.70% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.31% | +0.34% | +1.30% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.67% | -0.39% | -4.64% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.38% | +0.05% | -2.75% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.16% | +0.30% | +2.60% | |
| 9 | GEV | GE Vernova Inc | Stock-Industrials | 3.10% | +0.62% | -1.19% | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 2.91% | -1.27% | -13.49% | |
| 11 | MS | Morgan Stanley | Stock-Financials | 2.83% | +0.53% | +2.82% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.57% | -0.13% | -2.81% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 2.24% | +0.09% | -4.16% | |
| 14 | WM | Waste Management Inc | Stock-Industrials | 2.11% | -0.32% | -4.57% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 2.04% | -0.20% | -5.82% | |
| 16 | LIN | Linde plc | Stock-Materials | 1.92% | -0.07% | -2.15% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.80% | +0.06% | +6.40% | |
| 18 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.48% | +0.04% | -1.76% | |
| 19 | BX | Blackstone Inc | Stock-Financials | 1.44% | -0.03% | +2.19% | |
| 20 | ETN | Eaton Corporation plc | Stock-Industrials | 1.41% | +0.11% | -2.98% | |
| 21 | SYK | Stryker CORP | Stock-Healthcare | 1.29% | -0.29% | -9.28% | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 1.19% | — | +20.13% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.18% | -0.07% | -6.51% | |
| 24 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.08% | -0.09% | -3.66% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 1.05% | -0.36% | -1.27% | |
| 26 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.04% | -0.06% | -5.81% | |
| 27 | NFLX | Netflix Inc | Stock-Comm Services | 1.02% | -0.59% | -9.87% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.92% | +0.14% | +1.77% | |
| 29 | HTHIY | Hitachi LTD -adr | Stock-Other | 0.92% | -0.01% | +10.34% | |
| 30 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.89% | +0.02% | +6.58% | |
| 31 | UNP | Union Pacific CORP | Stock-Industrials | 0.86% | +0.03% | -1.70% | |
| 32 | SO | Southern Co/the | Stock-Utilities | 0.81% | -0.16% | -10.35% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.80% | +0.16% | +16.41% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.75% | +0.41% | +121.82% | |
| 35 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.74% | +0.42% | +17.22% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.74% | -0.23% | -0.14% | |
| 37 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.70% | -0.23% | -11.51% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | +0.04% | -0.35% | |
| 39 | GE | General Electric | Stock-Industrials | 0.67% | +0.13% | +0.61% | |
| 40 | AEP | American Electric Power | Stock-Utilities | 0.62% | +0.38% | +164.95% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.54% | -0.10% | +2.81% | |
| 42 | TXN | Texas Instruments Inc | Stock-Tech | 0.51% | +0.17% | +3.91% | |
| 43 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.45% | -0.66% | -42.78% | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.43% | +0.27% | +86.80% | |
| 45 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.42% | -0.03% | -0.38% | |
| 46 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.42% | +0.06% | +3.75% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.36% | -0.55% | -51.99% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.35% | +0.03% | +0.12% | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.35% | -0.15% | -24.29% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.33% | -0.05% | -8.10% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+3.7%
Performance Last 4 Quarters
+18.7%
- Stdev
- +11.8%
- Beta
- +0.87
- Alpha
- +2.1%
- Max Drawdown
- -7.3%
- Annualized Perf
- +20.6%
- Batting Avg vs S&P
- +50%
- Sortino
- +3.21
- Stutzer
- +0.47
- Treynor
- +0.22
- Sterling
- +1.32
- Calmar
- +2.83
- Information Ratio
- -0.13
- Tracking Error
- +3.8%
- Stdev Down
- +6.1%
- Winning Months %
- +72.2%
- Losing Months %
- +27.8%
- Best 12 Months
- +34.8%
- Worst 12 Months
- +7.7%
- Efficiency Ratio
- +0.67
- Sharpe
- +1.66
- Stdev Sectors
- +8.1%
- Skewness
- -0.32
- Kurtosis
- +0.21
- Upside Potential
- +4.69
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 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 2026-06-30: Sold out: Servicenow Inc (NOW); Sold out: Builders Firstsource Inc (BLDR); Sold out: L3harris Technologies Inc (LHX); Sold out: AstraZeneca PLC (AZN); Sold out: Ishares U.s. Aerospace & Def (ITA).
Showing top 200 changes by size (of 284 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.8% | -2.70% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +0.8% | -3.90% | Trim |
| 3 | GEV | GE Vernova Inc | +0.6% | -1.19% | Trim |
| 4 | MS | Morgan Stanley | +0.5% | +2.82% | Add |
| 5 | AVGO | Broadcom Inc | +0.5% | -4.66% | Trim |
| 6 | PANW | Palo Alto Networks Inc | +0.4% | +17.22% | Add |
| 7 | MRK | Merck & Co. Inc. | +0.4% | +121.82% | Add |
| 8 | NVDA | Nvidia CORP | +0.4% | -1.34% | Trim |
| 9 | AEP | American Electric Power | +0.4% | +164.95% | Add |
| 10 | AAPL | Apple Inc | +0.3% | +1.30% | Add |
| 11 | AMZN | Amazon.com Inc | +0.3% | +2.60% | Add |
| 12 | CSCO | Cisco Systems Inc | +0.3% | +86.80% | Add |
| 13 | NSRGY | Nestle Sa-spons Adr | +0.3% | +862.92% | Add |
| 14 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +915.26% | Add |
| 15 | ADI | Analog Devices Inc | +0.2% | +406.39% | Add |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | NEW | New buy |
| 17 | TXN | Texas Instruments Inc | +0.2% | +3.91% | Add |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +16.41% | Add |
| 19 | CMI | Cummins Inc | +0.2% | +865.34% | Add |
| 20 | DVN | Devon Energy CORP | +0.2% | NEW | New buy |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | +1.77% | Add |
| 22 | GE | General Electric | +0.1% | +0.61% | Add |
| 23 | CRH | CRH plc | +0.1% | +160.86% | Add |
| 24 | XLK | Ss Technology Select Sector | +0.1% | NEW | New buy |
| 25 | HEI-A | Heico Corp-class A | +0.1% | NEW | New buy |
| 26 | ETN | Eaton Corporation plc | +0.1% | -2.98% | Trim |
| 27 | NBIX | Neurocrine Biosciences Inc | +0.1% | NEW | New buy |
| 28 | ABBV | Abbvie Inc | +0.1% | -4.16% | Trim |
| 29 | APH | Amphenol Corp-cl A | +0.1% | -0.19% | Trim |
| 30 | KRE | Ss Spdr S&p Regional Bank | +0.1% | NEW | New buy |
| 31 | JNJ | Johnson & Johnson | +0.1% | +6.40% | Add |
| 32 | GS | Goldman Sachs Group Inc | +0.1% | +3.75% | Add |
| 33 | ANET | Arista Networks Inc | +0.1% | +0.03% | Add |
| 34 | JPM | Jpmorgan Chase & Co | +0.1% | -2.75% | Trim |
| 35 | OWLSX | Old Westbury Lrg Cap Str | +0.1% | +69.68% | Add |
| 36 | LRCX | Lam Research CORP | +0.1% | — | Unchanged |
| 37 | INTC | Intel CORP | +0.1% | +3.22% | Add |
| 38 | MU | Micron Technology Inc | +0.1% | +34.20% | Add |
| 39 | VRTX | Vertex Pharmaceuticals Inc | 0% | -1.76% | Trim |
| 40 | V | Visa Inc-class A Shares | 0% | -0.35% | Trim |
| 41 | PWR | Quanta Services Inc | 0% | +1.60% | Add |
| 42 | UNP | Union Pacific CORP | 0% | -1.70% | Trim |
| 43 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.12% | Add |
| 44 | IWO | Ishares Russell 2000 Growth | 0% | — | Unchanged |
| 45 | HWM | Howmet Aerospace Inc | 0% | +5.32% | Add |
| 46 | ASML | ASML Holding N.V. | 0% | +6.84% | Add |
| 47 | GLW | Corning Inc | 0% | -0.42% | Trim |
| 48 | OWACX | Old Westbury All Cap Core | 0% | +69.05% | Add |
| 49 | MDB | Mongodb Inc | 0% | NEW | New buy |
| 50 | IWM | Ishares Russell 2000 ETF | 0% | +17.41% | 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 (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $1.9B, spread across 264 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. Alphabet Inc-cl A (GOOGL) — $137.6M (7.3%)
2. Nvidia CORP (NVDA) — $126.9M (6.7%)
3. Broadcom Inc (AVGO) — $116.4M (6.1%)
4. Eli Lilly & Co (LLY) — $97.4M (5.1%)
5. Apple Inc (AAPL) — $81.7M (4.3%)
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 183 notable position adjustments: 34 new positions were initiated, 59 existing holdings were added to, 70 positions were partially reduced, and 20 were completely exited. The largest of these moves: Sold out: Servicenow Inc (NOW); Sold out: Builders Firstsource Inc (BLDR); Sold out: L3harris Technologies Inc (LHX); Sold out: AstraZeneca PLC (AZN); Sold out: Ishares U.s. Aerospace & Def (ITA)
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: 27.6%
• Health Care: 18.7%
• Industrials: 13.2%
• Financials: 13.0%
• Communication Services: 10.6%
• Consumer Discretionary: 6.2%
Investment Profile
Moody Lynn Lieberson & Walker, LLC returned an annualized 20.6% over the trailing 36 months — outperforming the S&P 500 by 2.1 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 50% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active.
Its turnover score has risen from 0 to 22 over the past 4 quarters — a shift toward more active trading.
It has added to its GEV position over the past two quarters (+$34.3M, now $58.7M), while trimming MSFT over the same stretch (-$24.3M, still holding $69.5M).
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