CIK: 0000938592
Total reported value
$1.8B
Reporting period: 2026-03-31 · Number of holdings: 250
MOODY LYNN LIEBERSON & WALKER, LLC disclosed 250 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.8B and a quarterly turnover rate of 18.3%.
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Moody Lynn Lieberson & Walker, LLC's disclosed holdings carry a Herfindahl concentration index of 0.027 — mathematically equivalent to about 37 equally-sized positions, well below its 250 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 2.42), 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.
Add GEV
+35.4% $19.7M
Trim MSFT
+0.7% -$21.5M
Trim BX
-18.4% -$16.8M
Trim NOW
-40.4% -$13.5M
Add CVX
+33.1% $11.3M
Trim ABT
-23.4% -$12.6M
Showing top 200 holdings (of 250 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.47% | -0.18% | -0.06% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.29% | -0.12% | -0.86% | |
| 3 | AVGO | Broadcom INC | Stock-Tech | 5.62% | -0.40% | -1.53% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.31% | -0.45% | -0.24% | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 4.18% | — | -6.88% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.06% | -0.91% | +0.73% | |
| 7 | AAPL | Apple INC | Stock-Tech | 3.97% | -0.05% | -0.20% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.33% | -0.25% | -3.83% | |
| 9 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.86% | -0.11% | +0.96% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.70% | — | +2.56% | |
| 11 | GEV | GE Vernova INC | Stock-Industrials | 2.48% | +1.19% | +35.37% | |
| 12 | WM | Waste Management INC | Stock-Industrials | 2.43% | +0.26% | +1.08% | |
| 13 | MS | Morgan Stanley | Stock-Financials | 2.30% | -0.17% | -4.93% | |
| 14 | MA | Mastercard INC - A | Stock-Financials | 2.24% | -0.17% | +0.19% | |
| 15 | ABBV | Abbvie INC | Stock-Healthcare | 2.15% | -0.18% | -8.40% | |
| 16 | LIN | Linde plc | Stock-Materials | 1.99% | +0.49% | +8.07% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.74% | +0.40% | +3.45% | |
| 18 | NFLX | Netflix INC | Stock-Comm Services | 1.61% | -0.11% | -13.69% | |
| 19 | SYK | Stryker CORP | Stock-Healthcare | 1.58% | +0.02% | +2.12% | |
| 20 | BX | Blackstone INC | Stock-Financials | 1.47% | -0.81% | -18.40% | |
| 21 | VRTX | Vertex Pharmaceuticals INC | Stock-Healthcare | 1.44% | — | +4.82% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 1.41% | +0.67% | +33.09% | |
| 23 | ETN | Eaton Corporation plc | Stock-Industrials | 1.30% | -0.07% | -20.11% | |
| 24 | HD | Home Depot INC | Stock-Consumer Disc | 1.25% | — | -1.03% | |
| 25 | ABT | Abbott Laboratories | Stock-Healthcare | 1.19% | -0.60% | -23.41% | |
| 26 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 1.17% | -0.09% | +3.77% | |
| 27 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.11% | +0.36% | +17.30% | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.10% | +0.23% | +9.65% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.97% | +0.43% | +20.15% | |
| 30 | SO | Southern Co/the | Stock-Utilities | 0.97% | +0.18% | +4.61% | |
| 31 | GILD | Gilead Sciences INC | Stock-Healthcare | 0.93% | +0.30% | +22.57% | |
| 32 | HTHIY | Hitachi LTD -adr | Stock-Other | 0.93% | — | +5.96% | |
| 33 | PEP | Pepsico INC | Stock-Consumer Staples | 0.91% | +0.28% | +27.04% | |
| 34 | WFC | Wells Fargo & Co | Stock-Financials | 0.88% | -0.05% | +4.82% | |
| 35 | FERG | Ferguson Enterprises INC | Stock-Industrials | 0.87% | — | -10.94% | |
| 36 | UNP | Union Pacific CORP | Stock-Industrials | 0.83% | +0.24% | +27.44% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.78% | -0.08% | -6.24% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | -0.08% | -1.65% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.64% | — | +0.08% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.64% | -0.10% | -13.83% | |
| 41 | GE | General Electric | Stock-Industrials | 0.54% | — | -0.84% | |
| 42 | NOW | Servicenow INC | Stock-Tech | 0.52% | -0.68% | -40.38% | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.50% | — | -1.95% | |
| 44 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.45% | +0.20% | +60.75% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.38% | — | -0.82% | |
| 46 | GS | Goldman Sachs Group INC | Stock-Financials | 0.36% | — | -3.99% | |
| 47 | TXN | Texas Instruments INC | Stock-Tech | 0.34% | — | +4.05% | |
| 48 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.34% | — | +10.49% | |
| 49 | BLDR | Builders Firstsource INC | Stock-Industrials | 0.33% | +0.10% | +73.89% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.32% | — | +1.00% |
Performance for Q3 2026
-0.1%
Performance Last 4 Quarters
+18.5%
Based on 74% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 250 | $1.8B | 18 | |
| 2025-12-31 | 265 | $1.9B | 17 | |
| 2025-09-30 | 259 | $1.9B | 35 | |
| 2025-06-30 | 258 | $1.7B | 0 | |
| 2025-03-31 | 244 | $1.6B | 100 | |
| 2024-12-31 | 246 | $1.6B | 0 | |
| 2024-09-30 | 255 | $1.6B | 0 | |
| 2024-06-30 | 235 | $1.5B | 0 | |
| 2024-03-31 | 236 | $1.5B | 0 | |
| 2023-12-31 | 231 | $1.3B | 0 | |
| 2023-09-30 | 206 | $1.2B | 0 | |
| 2023-06-30 | 222 | $1.2B | 0 | |
| 2023-03-31 | 214 | $1.1B | 0 | |
| 2022-12-31 | 215 | $1.1B | 0 | |
| 2022-09-30 | 216 | $1.0B | 0 | |
| 2022-06-30 | 219 | $1.1B | 0 | |
| 2022-03-31 | 228 | $1.4B | 0 | |
| 2021-12-31 | 235 | $1.5B | 0 | |
| 2021-09-30 | 220 | $1.3B | 0 | |
| 2021-06-30 | 216 | $1.3B | 100 | |
| 2021-03-31 | 217 | $1.2B | 31 | |
| 2020-12-31 | 203 | $1.2B | 30 | |
| 2020-09-30 | 194 | $1.0B | 28 | |
| 2020-06-30 | 185 | $920.7M | 51 | |
| 2020-03-31 | 162 | $727.2M | 57 | |
| 2019-12-31 | 207 | $1.0B | 33 | |
| 2019-09-30 | 182 | $895.7M | 33 | |
| 2019-06-30 | 190 | $909.8M | 33 | |
| 2019-03-31 | 185 | $872.6M | 37 | |
| 2018-12-31 | 188 | $744.0M | 54 | |
| 2018-09-30 | 204 | $942.0M | 34 | |
| 2018-06-30 | 204 | $847.0M | 31 | |
| 2018-03-31 | 196 | $827.8M | 29 | |
| 2017-12-31 | 207 | $936.9M | 40 | |
| 2017-09-30 | 209 | $822.4M | 37 | |
| 2017-06-30 | 212 | $761.0M | 50 | |
| 2017-03-31 | 169 | $712.0M | 52 | |
| 2016-12-31 | 163 | $696.4M | 72 | |
| 2016-09-30 | 164 | $601.4M | 62 | |
| 2016-06-30 | 152 | $558.2M | 57 | |
| 2016-03-31 | 158 | $635.0M | 73 | |
| 2015-12-31 | 172 | $635.7M | 64 | |
| 2015-09-30 | 160 | $521.3M | 71 | |
| 2015-06-30 | 190 | $628.4M | 58 | |
| 2015-03-31 | 181 | $627.0M | 59 | |
| 2014-12-31 | 190 | $701.6M | 57 | |
| 2014-09-30 | 191 | $671.7M | 61 | |
| 2014-06-30 | 197 | $728.1M | 56 | |
| 2014-03-31 | 193 | $690.4M | 61 | |
| 2013-12-31 | 198 | $734.0M | 44 | |
| 2013-09-30 | 180 | $646.9M | 67 | |
| 2013-06-30 | 162 | $571.5M | — |
Moody Lynn Lieberson & Walker, LLC's most significant position changes for 2026-03-31: New buy: AstraZeneca PLC (AZN); Sold out: Astrazeneca Plc-spons Adr (AZNN); New buy: Bhp Group Ltd-spon Adr (BHP); Sold out: Sony Group CORP - Sp Adr (SONY); Sold out: Arrowhead Pharmaceuticals In (ARWR).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GEV | GE Vernova INC | +1.2% | +35.37% | Add |
| 2 | CVX | Chevron CORP | +0.7% | +33.09% | Add |
| 3 | LIN | Linde plc | +0.5% | +8.07% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.4% | +20.15% | Add |
| 5 | JNJ | Johnson & Johnson | +0.4% | +3.45% | Add |
| 6 | NOC | Northrop Grumman CORP | +0.4% | +17.30% | Add |
| 7 | GILD | Gilead Sciences INC | +0.3% | +22.57% | Add |
| 8 | PEP | Pepsico INC | +0.3% | +27.04% | Add |
| 9 | WM | Waste Management INC | +0.3% | +1.08% | Add |
| 10 | UNP | Union Pacific CORP | +0.2% | +27.44% | Add |
| 11 | AEP | American Electric Power | +0.2% | +1368.79% | Add |
| 12 | KO | Coca-cola Co/the | +0.2% | +9.65% | Add |
| 13 | MDLZ | Mondelez International Inc-a | +0.2% | +60.75% | Add |
| 14 | SO | Southern Co/the | +0.2% | +4.61% | Add |
| 15 | DE | Deere & Co | +0.1% | +612.71% | Add |
| 16 | BLDR | Builders Firstsource INC | +0.1% | +73.89% | Add |
| 17 | SYK | Stryker CORP | 0% | +2.12% | Add |
| 18 | HD | Home Depot INC | — | -1.03% | Trim |
| 19 | AAPL | Apple INC | -0.1% | -0.20% | Trim |
| 20 | WFC | Wells Fargo & Co | -0.1% | +4.82% | Add |
| 21 | ETN | Eaton Corporation plc | -0.1% | -20.11% | Trim |
| 22 | GOOG | Alphabet Inc-cl C | -0.1% | -6.24% | Trim |
| 23 | V | Visa Inc-class A Shares | -0.1% | -1.65% | Trim |
| 24 | TMO | Thermo Fisher Scientific INC | -0.1% | +3.77% | Add |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -13.83% | Trim |
| 26 | AMZN | Amazon.com INC | -0.1% | +0.96% | Add |
| 27 | NFLX | Netflix INC | -0.1% | -13.69% | Trim |
| 28 | NVDA | Nvidia CORP | -0.1% | -0.86% | Trim |
| 29 | ORLY | O'reilly Automotive INC | -0.1% | -44.89% | Trim |
| 30 | HEI | Heico CORP | -0.1% | -57.83% | Trim |
| 31 | CRWD | Crowdstrike Holdings INC - A | -0.2% | -80.04% | Trim |
| 32 | MA | Mastercard INC - A | -0.2% | +0.19% | Add |
| 33 | MS | Morgan Stanley | -0.2% | -4.93% | Trim |
| 34 | GOOGL | Alphabet Inc-cl A | -0.2% | -0.06% | Trim |
| 35 | ABBV | Abbvie INC | -0.2% | -8.40% | Trim |
| 36 | ANET | Arista Networks INC | -0.2% | -50.23% | Trim |
| 37 | JPM | Jpmorgan Chase & Co | -0.3% | -3.83% | Trim |
| 38 | SHOP | Shopify INC - Class A | -0.3% | -86.61% | Trim |
| 39 | AXP | American Express Co | -0.3% | -77.12% | Trim |
| 40 | AVGO | Broadcom INC | -0.4% | -1.53% | Trim |
| 41 | LLY | Eli Lilly & Co | -0.5% | -0.24% | Trim |
| 42 | ABT | Abbott Laboratories | -0.6% | -23.41% | Trim |
| 43 | NOW | Servicenow INC | -0.7% | -40.38% | Trim |
| 44 | BX | Blackstone INC | -0.8% | -18.40% | Trim |
| 45 | MSFT | Microsoft CORP | -0.9% | +0.73% | Add |
| 46 | AZN | AstraZeneca PLC | — | NEW | New buy |
| 47 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | Sold out |
| 48 | BHP | Bhp Group Ltd-spon Adr | — | NEW | New buy |
| 49 | SONY | Sony Group CORP - Sp Adr | — | EXIT | Sold out |
| 50 | ARWR | Arrowhead Pharmaceuticals In | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-13 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-15 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-20 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-17 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-28 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-21 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-23 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-25 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-23 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-24 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-24 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-27 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-02 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-01 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-26 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-28 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-27 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-26 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-26 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-28 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-23 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-26 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-28 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-24 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-30 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-28 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-28 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-23 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-04-23 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-01-29 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-10-29 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-07-24 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-04-27 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-02 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-06 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-07-26 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-02 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-01-25 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-10-25 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-07-29 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-02 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-01-28 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-10-28 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-25 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-04-29 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-01-28 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-10-28 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-07-30 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-04-30 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-10 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-10-29 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-07-30 | 13F-HR | View on EDGAR |
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