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CIK: 0000938592
Total reported value
$1.9B
$1.9B
264 檔
29.1%
As reported in its official Q2 2026 Form 13F filing, Moody Lynn Lieberson & Walker, LLC's tracked investment portfolio stood at $1.9B with 264 total positions.
Moody Lynn Lieberson & Walker, LLC executed strategic sector rebalancing during Q2 2026, establishing 34 new positions while fully exiting 20 holdings and trimming 70 positions.
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% | -0.38% | -3.90% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.69% | +0.92% | -1.34% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 6.14% | -0.62% | -4.66% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.14% | -0.24% | -2.70% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.31% | +0.59% | +1.30% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.67% | +1.42% | -4.64% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.38% | +0.13% | -2.75% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.16% | +0.26% | +2.60% | |
| 9 | GEV | GE Vernova Inc | Stock-Industrials | 3.10% | -0.89% | -1.19% | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 2.91% | +0.11% | -13.49% | |
| 11 | MS | Morgan Stanley | Stock-Financials | 2.83% | -0.34% | +2.82% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.57% | -0.08% | -2.81% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 2.24% | +0.12% | -4.16% | |
| 14 | WM | Waste Management Inc | Stock-Industrials | 2.11% | -0.21% | -4.57% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 2.04% | +0.11% | -5.82% | |
| 16 | LIN | Linde plc | Stock-Materials | 1.92% | -0.21% | -2.15% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.80% | +0.10% | +6.40% | |
| 18 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.48% | +0.06% | -1.76% | |
| 19 | BX | Blackstone Inc | Stock-Financials | 1.44% | -0.08% | +2.19% | |
| 20 | ETN | Eaton Corporation plc | Stock-Industrials | 1.41% | — | -2.98% | |
| 21 | SYK | Stryker CORP | Stock-Healthcare | 1.29% | -0.33% | -9.28% | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 1.19% | +0.25% | +20.13% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.18% | -0.42% | -6.51% | |
| 24 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.08% | +0.39% | -3.66% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 1.05% | +0.24% | -1.27% | |
| 26 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.04% | +0.05% | -5.81% | |
| 27 | NFLX | Netflix Inc | Stock-Comm Services | 1.02% | -0.23% | -9.87% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.92% | -0.05% | +1.77% | |
| 29 | HTHIY | Hitachi LTD -adr | Stock-Other | 0.92% | +0.23% | +10.34% | |
| 30 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.89% | -0.14% | +6.58% | |
| 31 | UNP | Union Pacific CORP | Stock-Industrials | 0.86% | +0.03% | -1.70% | |
| 32 | SO | Southern Co/the | Stock-Utilities | 0.81% | -0.50% | -10.35% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.80% | +0.20% | +16.41% | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.75% | +0.22% | +121.82% | |
| 35 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.74% | +0.09% | +17.22% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.74% | -0.74% | EXIT | |
| 37 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.70% | +0.26% | -11.51% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | +0.02% | -0.35% | |
| 39 | GE | General Electric | Stock-Industrials | 0.67% | -0.25% | +0.61% | |
| 40 | AEP | American Electric Power | Stock-Utilities | 0.62% | -0.60% | +164.95% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.54% | -0.08% | +2.81% | |
| 42 | TXN | Texas Instruments Inc | Stock-Tech | 0.51% | +0.01% | +3.91% | |
| 43 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.45% | -0.10% | -42.78% | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.43% | -0.05% | +86.80% | |
| 45 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.42% | — | -0.38% | |
| 46 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.42% | -0.05% | +3.75% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.36% | -0.05% | -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% | +0.01% | -24.29% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.33% | -0.02% | -8.10% |
| # | 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 |
According to official SEC Form 13F filings, Moody Lynn Lieberson & Walker, LLC reported a total U.S. public equity portfolio value of $1.9B across 264 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GOOGL, NVDA, AVGO) accounted for 29.1% of total reported equity market value during Q2 2026.
Top New Position Initiated
TSM
市值: $3.8M
Top Position Liquidated / Trimmed
NOW
前期市值: $9.2M
During Q2 2026, Moody Lynn Lieberson & Walker, LLC's top holdings by market value included GOOGL (7.3%)、NVDA (6.7%)、AVGO (6.1%). The largest single position, GOOGL, represented 7.3% of total portfolio value.
In Q2 2026, Moody Lynn Lieberson & Walker, LLC made 183 total portfolio adjustments, initiating 34 new buys, adding to 59 positions, trimming 70 holdings, and fully liquidating 20 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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