Moody LYNN Lieberson & Walker, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 15, 2026), Moody LYNN Lieberson & Walker, LLC reported 265 stock positions worth $1.9 billion. Its top holding was Alphabet Class A (GOOGL) at 6.7% of the portfolio, followed by Nvidia (NVDA, 6.4%) and Broadcom (AVGO, 6.0%). Compared with Q3 2025, it opened 18 new positions, sold out of 12, added to 90 and reduced 104. The biggest buy was Eli Lilly (LLY, shares +3%) and the biggest sale Broadcom (AVGO, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0000938592
- Portfolio Value
- $1.9B (Q4 2025)
- SEC Filing
- 0000938592-26-000001 ↗ filed Jan 15, 2026
Holdings Value
Holdings 265 stocks · $1.9B
| GOOGL Alphabet Inc. Class A | 6.65% | 401,051 | $125.5M | Reduce -0.0% |
| NVDA Nvidia Corp. | 6.41% | 648,177 | $120.9M | Add +0.5% |
| AVGO Broadcom Inc. | 6.02% | 328,303 | $113.6M | Reduce -14.9% |
| MSFT Microsoft Corp. | 4.97% | 193,921 | $93.8M | Add +0.0% |
| LLY Eli Lilly & Co. | 4.76% | 83,620 | $89.9M | Add +3.3% |
| AAPL Apple Inc. | 4.02% | 279,130 | $75.9M | Add +1.1% |
| GLD SPDR Gold Shares | 3.90% | 185,912 | $73.7M | Reduce -1.9% |
| JPM JPMorgan Chase & Co. | 3.58% | 209,482 | $67.5M | Add +5.1% |
| AMZN Amazon.com Inc. | 2.97% | 242,736 | $56.0M | Reduce -2.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.61% | 97,792 | $49.2M | Add +10.3% |
| MS Morgan Stanley | 2.47% | 262,305 | $46.6M | Add +0.3% |
| MA Mastercard Inc. Class A | 2.41% | 79,681 | $45.5M | Add +0.4% |
| ABBV Abbvie Inc. | 2.33% | 192,463 | $44.0M | Add +4.9% |
| BX Blackstone Inc. | 2.28% | 278,652 | $43.0M | Reduce -3.2% |
| WM Waste Management Inc. | 2.17% | 186,197 | $40.9M | Add +0.1% |
| ABT Abbott Laboratories | 1.79% | 269,769 | $33.8M | Add +2.4% |
| NFLX Netflix Inc. | 1.72% | 346,666 | $32.5M | Reduce -2.5% |
| SYK Stryker Corp. | 1.56% | 83,991 | $29.5M | Reduce -6.8% |
| LIN Linde PLC | 1.50% | 66,287 | $28.3M | Add +1.4% |
| ETN Eaton Corp. PLC | 1.37% | 81,108 | $25.8M | Reduce -6.2% |
| JNJ Johnson & Johnson | 1.34% | 122,334 | $25.3M | Add +4.6% |
| VRTX Vertex Pharmaceuticals Inc. | 1.32% | 54,992 | $24.9M | Reduce -2.8% |
| GEV GE Vernova Inc. | 1.29% | 37,368 | $24.4M | Add +1.1% |
| TMO Thermo Fisher Scientific Inc. | 1.26% | 40,931 | $23.7M | Add +2.5% |
| HD Home Depot Inc. | 1.25% | 68,660 | $23.6M | Add +0.1% |
| NOW ServiceNow Inc. | 1.20% | 148,227 | $22.7M | Reduce -1.6% |
| WFC Wells Fargo & Co. | 0.93% | 187,468 | $17.5M | Reduce -8.9% |
| HTHIY Hitachi Ltd. -ADR | 0.89% | 538,088 | $16.8M | Add +1.6% |
| FERG Ferguson Enterprises Inc. | 0.88% | 74,780 | $16.6M | Add +30.7% |
| KO The Coca-Cola Co. | 0.87% | 235,193 | $16.4M | Add +24.2% |
| GOOG Alphabet Inc. Class C | 0.86% | 51,815 | $16.3M | Add +7.1% |
| SO The Southern Co. | 0.79% | 170,366 | $14.9M | Reduce -1.9% |
| NOC Northrop Grumman Corp. | 0.75% | 24,805 | $14.1M | Reduce -14.0% |
| CVX Chevron Corp. | 0.74% | 91,517 | $13.9M | Reduce -16.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.74% | 20,365 | $13.9M | Reduce -0.7% |
| V Visa Inc. Class A | 0.72% | 38,565 | $13.5M | Add +0.5% |
| GILD Gilead Sciences Inc. | 0.63% | 97,302 | $11.9M | Add +46.2% |
| PEP Pepsico Inc. | 0.63% | 82,583 | $11.9M | Add +25.2% |
| MCD McDonald's Corp. | 0.59% | 36,735 | $11.2M | Add +0.4% |
| UNP Union Pacific Corp. | 0.59% | 48,047 | $11.1M | Add +816.2% |
| GE General Electric filed as GE AEROSPACE | 0.56% | 34,285 | $10.6M | Reduce -2.0% |
| XOM Exxon Mobil Corp. | 0.54% | 85,026 | $10.2M | Add +75.3% |
| RTX RTX Corp. | 0.45% | 46,660 | $8.6M | Reduce -0.4% |
| ANET Arista Networks Inc. | 0.42% | 59,876 | $7.8M | Reduce -6.8% |
| GS Goldman Sachs Group Inc. | 0.37% | 7,919 | $7.0M | Reduce -0.3% |
| PG The Procter & Gamble Co. | 0.36% | 46,843 | $6.7M | Reduce -1.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.32% | 17,827 | $6.0M | Add +0.5% |
| AXP American Express Co. | 0.31% | 15,702 | $5.8M | Reduce -1.1% |
| ORLY O'reilly Automotive Inc. | 0.29% | 59,347 | $5.4M | Reduce -54.6% |
| SHOP Shopify Inc. Class A | 0.28% | 32,652 | $5.3M | Reduce -2.2% |
| TXN Texas Instruments Inc. | 0.28% | 30,022 | $5.2M | Reduce -3.1% |
| IDXX Idexx Laboratories Inc. | 0.26% | 7,255 | $4.9M | Reduce -0.3% |
| MRK Merck & Co. Inc. | 0.25% | 45,104 | $4.7M | Add +23.3% |
| APH Amphenol Corp. Class A | 0.25% | 34,870 | $4.7M | Add +3.4% |
| ADP Automatic Data Processing | 0.25% | 18,290 | $4.7M | Reduce -0.2% |
| LHX L3HARRIS Technologies Inc. | 0.25% | 15,994 | $4.7M | Reduce -0.5% |
| MDLZ Mondelez International Inc. Class A | 0.25% | 86,367 | $4.6M | Add +15.3% |
| PANW Palo Alto Networks Inc. | 0.23% | 23,991 | $4.4M | Reduce -0.4% |
| AZN Astrazeneca PLC-Spons ADR | 0.23% | 47,878 | $4.4M | Add +89.1% |
| ITA iShares U.S. Aerospace & Def | 0.23% | 20,047 | $4.3M | Reduce -15.9% |
| AMGN Amgen Inc. | 0.23% | 13,055 | $4.3M | Add +374.0% |
| BLDR Builders Firstsource Inc. | 0.23% | 41,520 | $4.3M | Reduce -43.6% |
| ISRG Intuitive Surgical Inc. | 0.22% | 7,393 | $4.2M | Reduce -0.8% |
| NVS Novartis AG-Sponsored ADR | 0.21% | 29,320 | $4.0M | Add +54.0% |
| SHW The Sherwin-Williams Co. | 0.21% | 12,435 | $4.0M | Add +0.7% |
| HEI Heico Corp. | 0.21% | 12,057 | $3.9M | Add +175.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.20% | 8,006 | $3.8M | Reduce -1.1% |
| EXR Extra Space Storage Inc. | 0.18% | 26,007 | $3.4M | Reduce -4.5% |
| IWO iShares Russell 2000 Growth | 0.18% | 10,299 | $3.3M | No change |
| IWF iShares Russell 1000 Growth | 0.16% | 6,319 | $3.0M | Add +0.6% |
| VFIAX Vanguard 500 Index-Adm | 0.15% | 4,579 | $2.9M | No change |
| CSCO Cisco Systems Inc. | 0.15% | 36,979 | $2.8M | Reduce -0.4% |
| CTRA Coterra Energy Inc. | 0.15% | 105,291 | $2.8M | No change |
| IBB iShares Biotechnology ETF | 0.14% | 15,831 | $2.7M | Add +192.9% |
| SONY Sony Group Corp. - SP ADR | 0.14% | 101,550 | $2.6M | Reduce -7.8% |
| META Meta Platforms Inc. Class A | 0.14% | 3,938 | $2.6M | Add +7.5% |
| REGN Regeneron Pharmaceuticals | 0.14% | 3,350 | $2.6M | New |
| PWR Quanta Services Inc. | 0.13% | 5,769 | $2.4M | Reduce -1.1% |
| PH Parker Hannifin Corp. | 0.13% | 2,744 | $2.4M | Reduce -0.5% |
| CHD Church & Dwight Co. Inc. | 0.12% | 27,915 | $2.3M | Add +0.2% |
| XBI SS SPDR S&P Biotech ETF | 0.12% | 18,824 | $2.3M | New |
| HWM Howmet Aerospace Inc. | 0.11% | 10,219 | $2.1M | Add +563.6% |
| WPM Wheaton Precious Metals Corp. | 0.11% | 17,462 | $2.1M | New |
| ROL Rollins Inc. | 0.10% | 32,244 | $1.9M | Add +718.8% |
| ACN Accenture PLC Class A | 0.10% | 7,076 | $1.9M | Reduce -0.0% |
| ITW Illinois Tool Works | 0.10% | 7,294 | $1.8M | Reduce -0.1% |
| RSP Invesco S&P 500 Equal Weight | 0.09% | 9,089 | $1.7M | Reduce -2.6% |
| ORCL Oracle Corp. | 0.09% | 8,851 | $1.7M | Reduce -74.0% |
| EFA iShares MSCI Eafe ETF | 0.09% | 17,451 | $1.7M | Reduce -35.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.09% | 3,466 | $1.7M | No change |
| CRH CRH PLC | 0.09% | 13,109 | $1.6M | Add +2.7% |
| MDY State Street SPDR S&P Midcap | 0.09% | 2,705 | $1.6M | No change |
| MAR Marriott International Class A | 0.09% | 5,190 | $1.6M | Add +3.6% |
| RSG Republic Services Inc. | 0.08% | 7,554 | $1.6M | Reduce -1.4% |
| WMT Walmart Inc. | 0.08% | 14,290 | $1.6M | Reduce -60.7% |
| GWW WW Grainger Inc. | 0.08% | 1,572 | $1.6M | Reduce -0.1% |
| TTWO Take-Two Interactive Softwre | 0.08% | 5,857 | $1.5M | Add +11.1% |
| ARWR Arrowhead Pharmaceuticals Inc. | 0.08% | 22,000 | $1.5M | Add +63.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.07% | 24,274 | $1.3M | Reduce -0.3% |
| OWLSX Old Westbury LRG Cap STR | 0.07% | 62,372 | $1.3M | No change |
Portfolio Sells Q3 2025 → Q4 2025
| AVGO Broadcom Inc. | Reduce -14.9% | 6.02% | −0.83 |
| ICE Intercontinental Exchange Inc. | Reduce -94.0% | 0.04% | −0.67 |
| NFLX Netflix Inc. | Reduce -2.5% | 1.72% | −0.57 |
| ORLY O'reilly Automotive Inc. | Reduce -54.6% | 0.29% | −0.47 |
| ORCL Oracle Corp. | Reduce -74.0% | 0.09% | −0.42 |
| ETN Eaton Corp. PLC | Reduce -6.2% | 1.37% | −0.37 |
| BX Blackstone Inc. | Reduce -3.2% | 2.28% | −0.37 |
| NOW ServiceNow Inc. | Reduce -1.6% | 1.20% | −0.29 |
| SPOT Spotify Technology SA | Reduce -88.7% | 0.03% | −0.27 |
| XLF SS Financial Select Sector | Reduce -91.9% | 0.02% | −0.26 |
| BLDR Builders Firstsource Inc. | Reduce -43.6% | 0.23% | −0.25 |
| SYK Stryker Corp. | Reduce -6.8% | 1.56% | −0.23 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.23 |
| BWXT BWX Technologies Inc. | Sold out | 0.00% | −0.22 |
| NOC Northrop Grumman Corp. | Reduce -14.0% | 0.75% | −0.20 |
| CYBR Cyberark Software Ltd./Israel | Reduce -83.7% | 0.03% | −0.18 |
| CVX Chevron Corp. | Reduce -16.9% | 0.74% | −0.18 |
| VWO Vanguard Ftse Emerging Marke | Reduce -83.3% | 0.03% | −0.16 |
| WMT Walmart Inc. | Reduce -60.7% | 0.08% | −0.12 |
| SO The Southern Co. | Reduce -1.9% | 0.79% | −0.10 |
| ANET Arista Networks Inc. | Reduce -6.8% | 0.42% | −0.09 |
| RDDT Reddit Inc. Class A | Sold out | 0.00% | −0.06 |
| AXON Axon Enterprise Inc. | Reduce -34.2% | 0.06% | −0.06 |
| EFA iShares MSCI Eafe ETF | Reduce -35.4% | 0.09% | −0.05 |
| ADP Automatic Data Processing | Reduce -0.2% | 0.25% | −0.04 |
| ITA iShares U.S. Aerospace & Def | Reduce -15.9% | 0.23% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -1.8% | 0.36% | −0.04 |
| SONY Sony Group Corp. - SP ADR | Reduce -7.8% | 0.14% | −0.03 |
| TXN Texas Instruments Inc. | Reduce -3.1% | 0.28% | −0.03 |
| PANW Palo Alto Networks Inc. | Reduce -0.4% | 0.23% | −0.03 |
| EXR Extra Space Storage Inc. | Reduce -4.5% | 0.18% | −0.03 |
| PHM Pultegroup Inc. | Sold out | 0.00% | −0.03 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.02 |
| HRB H&R Block Inc. | Sold out | 0.00% | −0.02 |
| IRM Iron Mountain Inc. | Reduce -3.6% | 0.06% | −0.02 |
| PKG Packaging Corp. of America | Reduce -27.2% | 0.03% | −0.02 |
| LHX L3HARRIS Technologies Inc. | Reduce -0.5% | 0.25% | −0.02 |
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -1.1% | 0.20% | −0.01 |
| WRB WR Berkley Corp. | Reduce -16.1% | 0.04% | −0.01 |
| EQT Eqt Corp. | Sold out | 0.00% | −0.01 |
| NKE Nike Inc. Class B | Reduce -19.9% | 0.03% | −0.01 |
| FNF Fidelity National Financial | Sold out | 0.00% | −0.01 |
| BIAWX Brown Adv Sustain GRW-Inv | Sold out | 0.00% | −0.01 |
| TWCUX American Century Ultra-Inv | Sold out | 0.00% | −0.01 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -7.2% | 0.06% | −0.01 |
| RSG Republic Services Inc. | Reduce -1.4% | 0.08% | −0.01 |
| CBT Cabot Corp. | Reduce -0.1% | 0.05% | −0.01 |
| MO Altria Group Inc. | Reduce -0.3% | 0.05% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| LLY Eli Lilly & Co. | Add +3.3% | 4.76% | +1.44 |
| UNP Union Pacific Corp. | Add +816.2% | 0.59% | +0.52 |
| XOM Exxon Mobil Corp. | Add +75.3% | 0.54% | +0.25 |
| AAPL Apple Inc. | Add +1.1% | 4.02% | +0.24 |
| GILD Gilead Sciences Inc. | Add +46.2% | 0.63% | +0.24 |
| MS Morgan Stanley | Add +0.3% | 2.47% | +0.23 |
| GOOG Alphabet Inc. Class C | Add +7.1% | 0.86% | +0.23 |
| TMO Thermo Fisher Scientific Inc. | Add +2.5% | 1.26% | +0.21 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +10.3% | 2.61% | +0.21 |
| KO The Coca-Cola Co. | Add +24.2% | 0.87% | +0.20 |
| JPM JPMorgan Chase & Co. | Add +5.1% | 3.58% | +0.19 |
| FERG Ferguson Enterprises Inc. | Add +30.7% | 0.88% | +0.19 |
| AMGN Amgen Inc. | Add +374.0% | 0.23% | +0.18 |
| JNJ Johnson & Johnson | Add +4.6% | 1.34% | +0.17 |
| HTHIY Hitachi Ltd. -ADR | Add +1.6% | 0.89% | +0.14 |
| REGN Regeneron Pharmaceuticals | New | 0.14% | +0.14 |
| HEI Heico Corp. | Add +175.7% | 0.21% | +0.13 |
| PEP Pepsico Inc. | Add +25.2% | 0.63% | +0.13 |
| AZN Astrazeneca PLC-Spons ADR | Add +89.1% | 0.23% | +0.13 |
| XBI SS SPDR S&P Biotech ETF | New | 0.12% | +0.12 |
| WPM Wheaton Precious Metals Corp. | New | 0.11% | +0.11 |
| IBB iShares Biotechnology ETF | Add +192.9% | 0.14% | +0.10 |
| HWM Howmet Aerospace Inc. | Add +563.6% | 0.11% | +0.09 |
| ROL Rollins Inc. | Add +718.8% | 0.10% | +0.09 |
| MRK Merck & Co. Inc. | Add +23.3% | 0.25% | +0.09 |
| NVS Novartis AG-Sponsored ADR | Add +54.0% | 0.21% | +0.08 |
| GEV GE Vernova Inc. | Add +1.1% | 1.29% | +0.07 |
| ARWR Arrowhead Pharmaceuticals Inc. | Add +63.0% | 0.08% | +0.05 |
| ABBV Abbvie Inc. | Add +4.9% | 2.33% | +0.04 |
| APH Amphenol Corp. Class A | Add +3.4% | 0.25% | +0.03 |
| MKC McCormick & Co.-Non VTG SHRS | New | 0.02% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | Add +47.6% | 0.05% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Add +50.3% | 0.06% | +0.02 |
| VTIAX Vanguard TTL Int St Idx-Adm | New | 0.02% | +0.02 |
| MDB Mongodb Inc. | New | 0.02% | +0.02 |
| MAR Marriott International Class A | Add +3.6% | 0.09% | +0.02 |
| CB Chubb Ltd. | Add +66.2% | 0.03% | +0.02 |
| B Barrick Mining Corp. | New | 0.01% | +0.01 |
| CMI Cummins Inc. | New | 0.01% | +0.01 |
| AMAT Applied Materials Inc. | New | 0.01% | +0.01 |
| TOST Toast Inc. Class A | New | 0.01% | +0.01 |
| V Visa Inc. Class A | Add +0.5% | 0.72% | +0.01 |
| LRCX Lam Research Corp. | Add +7.8% | 0.04% | +0.01 |
| MCO Moody's Corp. | New | 0.01% | +0.01 |
| FCX Freeport-McMoran Inc. | New | 0.01% | +0.01 |
| MU Micron Technology Inc. | New | 0.01% | +0.01 |
| CL Colgate-Palmolive Co. | New | 0.01% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.01% | +0.01 |
| SCHX Schwab US Large-Cap ETF | New | 0.01% | +0.01 |
| VMATX Vanguard Ma Tax Exempt | New | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 263 | $1.9B | GOOGL, NVDA, AVGO, LLY, AAPL |
| Q1 2026 | 250 | $1.8B | GOOGL, NVDA, AVGO, LLY, GLD |
| Q4 2025 | 265 | $1.9B | GOOGL, NVDA, AVGO, MSFT, LLY |
| Q3 2025 | 259 | $1.9B | AVGO, NVDA, MSFT, GOOGL, AAPL |
| Q2 2025 | 258 | $1.7B | AVGO, NVDA, MSFT, GOOGL, LLY |
| Q1 2025 | 244 | $1.6B | NVDA, MSFT, AVGO, LLY, AAPL |
| Q4 2024 | 246 | $1.6B | AVGO, NVDA, MSFT, AAPL, GOOGL |
| Q3 2024 | 255 | $1.6B | AVGO, NVDA, MSFT, LLY, AAPL |
| Q2 2024 | 235 | $1.5B | NVDA, AVGO, MSFT, LLY, GOOGL |
| Q1 2024 | 236 | $1.5B | MSFT, AVGO, NVDA, LLY, GOOGL |