MOODY LYNN LIEBERSON & WALKER, LLC

CIK

938592

Location

BOSTON, MA

Portfolio Value

Mid $1,878,938,721

Diversification

Diversified

Filing Date

Global Rank

#1,671 / 8,795 ▼ 190 · as of Jun 2026

Top Industry

Semiconductors 15.0%

Period ended 3 months ago

Filed Jul 20, 2026 · 3mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

213 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.3%

+0.9 pts

Top 5

30.7%

+2.6 pts

Top 10

47.1%

+1.7 pts

HHI

315

Diversified+21

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	25.1%	$471,625,728	33
Healthcare	16.7%	$314,493,463	22
Financial Services	14.3%	$269,401,859	27
Industrials	12.9%	$242,998,942	38
Communication Services	9.5%	$179,292,053	7
Unclassified	6.3%	$117,532,847	21
Consumer Cyclical	5.6%	$104,312,202	14
Consumer Defensive	2.7%	$50,252,581	13
Basic Materials	2.6%	$48,036,499	9
Energy	2.2%	$41,578,291	11
Utilities	1.6%	$30,335,506	10
Real Estate	0.5%	$9,078,750	8

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VEU	Vanguard FTSE All-World Ex-US ETF	+70,880	84,346	$5,174,040
MRK	Merck & Co., Inc.	+60,711	110,547	$14,205,289
HTHIY	Hitachi Ltd	+58,936	629,086	$17,394,227
AEP	American Electric Power Co Inc	+53,326	85,654	$11,718,323
ABT	Abbott Laboratories	+41,592	248,217	$22,523,210
CSCO	Cisco Systems, Inc.	+31,882	68,613	$8,059,282
CRH	Crh Public Ltd Co	+23,483	38,081	$4,074,667
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+11,917	18,118	$3,254,276
ADI	Analog Devices Inc	+9,034	11,257	$4,470,942
HEI	Heico Corp	+8,894	13,978	$4,137,055
VB	Vanguard Morningstar Small-Cap ETF	+8,304	30,968	$8,983,616
JNJ	Johnson & Johnson	+8,097	134,657	$34,198,838
MS	Morgan Stanley	+7,022	256,389	$53,595,556
AMZN	Amazon Com Inc	+6,377	251,450	$59,930,593
PANW	Palo Alto Networks Inc	+6,079	41,381	$14,111,748
BX	Blackstone Inc.	+4,973	232,345	$27,340,036
FERG	Ferguson Enterprises Inc. /DE/	+4,379	70,977	$16,844,971
CMI	Cummins Inc	+4,344	4,846	$3,456,215
AAPL	Apple Inc.	+3,619	282,181	$81,651,894
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+3,096	21,345	$1,628,945
SPY	Spdr S&P 500 ETF Trust	+2,879	20,427	$15,254,270
PFGC	Performance Food Group Co	+2,533	10,710	$1,197,270
ORLY	O Reilly Automotive Inc	+1,627	34,335	$3,161,910
PKG	Packaging Corp Of America	+1,240	4,256	$1,014,119
TXN	Texas Instruments Inc	+1,222	32,460	$9,675,352
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WFC	Wells Fargo & Company/Mn	−142,131	54,365	$4,492,723
PEP	Pepsico Inc	−54,544	50,369	$6,819,962
NFLX	Netflix Inc	−29,545	269,678	$19,255,009
GLD	Spdr Gold Trust	−23,351	149,771	$55,172,640
BHP	BHP Group Ltd	−21,168	17,723	$1,476,503
SO	Southern Co	−18,450	159,767	$15,291,299
AVGO	Broadcom Inc.	−15,054	308,225	$116,431,993
KO	Coca Cola Co	−14,981	242,903	$19,740,726
GOOGL	Alphabet Inc.	−14,770	434,618	$155,119,676
GILD	Gilead Sciences, Inc.	−13,725	105,534	$13,333,165
NOC	Northrop Grumman Corp /De/	−12,448	16,648	$8,478,992
RTX	RTX Corp	−11,112	34,638	$6,571,867
—		−9,901	5,525	$1,050,799
AMGN	Amgen Inc	−9,613	2,753	$996,916
MSFT	Microsoft Corp	−9,056	186,285	$69,488,030
WM	Waste Management Inc	−8,608	179,600	$40,029,248
NVDA	Nvidia Corp	−8,595	633,979	$126,852,858
SYK	Stryker Corp	−7,956	77,812	$24,498,330
ABBV	AbbVie Inc.	−7,329	168,964	$42,518,100
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−6,125	104,184	$16,585,986
JPM	Jpmorgan Chase & Co	−5,542	195,923	$64,131,475
MA	Mastercard Inc	−4,644	75,190	$38,617,584
HD	Home Depot, Inc.	−4,425	63,531	$22,406,113
PG	PROCTER & GAMBLE Co	−3,764	42,696	$6,260,941
BRK-B	Berkshire Hathaway Inc	−2,816	97,481	$48,778,517
No positions match the current search.

New Positions

Positions the filer opened this quarter

23 positions

Ticker	Company	Shares	Value
TSM	Taiwan Semiconductor Manufacturing Co Ltd	7,869	$3,757,998
DVN	Devon Energy Corp/De	73,641	$3,042,846
NBIX	Neurocrine Biosciences Inc	12,591	$2,122,087
MDB	MongoDB, Inc.	1,787	$600,253
—		2,375	$448,138
CFG	Citizens Financial Group Inc/Ri	5,484	$384,263
MRVL	Marvell Technology, Inc.	1,285	$382,788
SANM	Sanmina Corp	1,509	$381,897
HONA	Honeywell Aerospace Inc.	1,695	$374,730
AMAT	Applied Materials Inc /De	515	$372,345
KLAC	Kla Corp	1,160	$349,983
AFG	American Financial Group Inc	2,352	$329,138
CTRE	CareTrust REIT, Inc.	7,022	$283,337
UNH	Unitedhealth Group Inc	662	$275,147
BIPC	Brookfield Infrastructure Corp	7,000	$269,500
CAT	Caterpillar Inc	237	$252,381
BEPC	Brookfield Renewable Corp	6,750	$250,560
ILMN	Illumina, Inc.	1,307	$229,809
BNY	Bank of New York Mellon Corp	1,572	$227,326
FNDA	Schwab Fundamental U.S. Small Company ETF	7,458	$219,488
HQH	abrdn Healthcare Investors	9,664	$212,414
TSLA	Tesla, Inc.	500	$210,300
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	2,753	$207,328
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
NOW	ServiceNow, Inc.	88,379	$9,240,024
BLDR	Builders FirstSource, Inc.	72,198	$5,944,061
LHX	L3harris Technologies, Inc. /De/	15,169	$5,235,580
AZN	Astrazeneca PLC	22,732	$4,483,205
REGN	Regeneron Pharmaceuticals, Inc.	3,109	$2,402,137
WPM	Wheaton Precious Metals Corp.	16,878	$2,211,186
ROL	Rollins Inc	32,222	$1,720,977
ICE	Intercontinental Exchange, Inc.	4,562	$717,511
SHOP	Shopify Inc.	4,372	$518,606
PLD	Prologis, Inc.	2,454	$324,369
MKC	Mccormick & Co Inc	6,413	$323,471
TRP	Tc Energy Corp	4,250	$266,050
CHKP	Check Point Software Technologies Ltd	1,554	$221,988
CTSH	Cognizant Technology Solutions Corp	3,492	$214,234
—		105,291	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

213 tracked positions · $1,878,938,721 total · filing declares 264 positions · $1,895,338,653 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 213 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	434,618	-14,770	$155,119,676	+20.1%	8.26%
NVDA	Nvidia Corp Technology	Reduced	633,979	-8,595	$126,852,858	+13.2%	6.75%
AVGO	Broadcom Inc. Technology	Reduced	308,225	-15,054	$116,431,993	+16.4%	6.20%
LLY	ELI LILLY & Co Healthcare	Reduced	81,167	-2,255	$97,354,142	+26.9%	5.18%
AAPL	Apple Inc. Technology	Added	282,181	+3,619	$81,651,894	+15.5%	4.35%
MSFT	Microsoft Corp Technology	Reduced	186,285	-9,056	$69,488,030	−3.9%	3.70%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	195,923	-5,542	$64,131,475	+8.2%	3.41%
AMZN	Amazon Com Inc Consumer Cyclical	Added	251,450	+6,377	$59,930,593	+17.4%	3.19%
GEV	GE Vernova Inc. Industrials	Reduced	49,980	-604	$58,719,502	+33.0%	3.13%
GLD	Spdr Gold Trust	Reduced	149,771	-23,351	$55,172,640	−25.9%	2.94%
MS	Morgan Stanley Financial Services	Added	256,389	+7,022	$53,595,556	+30.6%	2.85%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	97,481	-2,816	$48,778,517	+1.5%	2.60%
ABBV	AbbVie Inc. Healthcare	Reduced	168,964	-7,329	$42,518,100	+10.9%	2.26%
WM	Waste Management Inc Industrials	Reduced	179,600	-8,608	$40,029,248	−7.4%	2.13%
MA	Mastercard Inc Financial Services	Reduced	75,190	-4,644	$38,617,584	−3.2%	2.06%
LIN	Linde PLC Basic Materials	Reduced	70,095	-1,542	$36,375,099	+2.4%	1.94%
JNJ	Johnson & Johnson Healthcare	Added	134,657	+8,097	$34,198,838	+10.5%	1.82%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	56,624	-1,016	$28,126,839	+9.3%	1.50%
BX	Blackstone Inc. Financial Services	Added	232,345	+4,973	$27,340,036	+4.6%	1.46%
ETN	Eaton Corp plc Industrials	Reduced	62,861	-1,933	$26,786,329	+15.6%	1.43%
SYK	Stryker Corp Healthcare	Reduced	77,812	-7,956	$24,498,330	−13.1%	1.30%
ABT	Abbott Laboratories Healthcare	Added	248,217	+41,592	$22,523,210	+6.2%	1.20%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	63,531	-4,425	$22,406,113	+0.3%	1.19%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	40,920	-1,554	$20,515,651	−1.7%	1.09%
CVX	Chevron Corp Energy	Reduced	120,250	-1,553	$19,932,640	−20.9%	1.06%
KO	Coca Cola Co Consumer Defensive	Reduced	242,903	-14,981	$19,740,726	+0.7%	1.05%
NFLX	Netflix Inc Communication Services	Reduced	269,678	-29,545	$19,255,009	−33.1%	1.02%
HTHIY	Hitachi Ltd Industrials	Added	629,086	+58,936	$17,394,227	+4.8%	0.93%
FERG	Ferguson Enterprises Inc. /DE/ Industrials	Added	70,977	+4,379	$16,844,971	+8.4%	0.90%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	104,184	-6,125	$16,585,986	—	0.88%
UNP	Union Pacific Corp Industrials	Reduced	60,192	-1,041	$16,372,224	+10.2%	0.87%
SO	Southern Co Utilities	Reduced	159,767	-18,450	$15,291,299	−11.1%	0.81%
SPY	Spdr S&P 500 ETF Trust	Added	20,427	+2,879	$15,254,270	+33.7%	0.81%
MRK	Merck & Co., Inc. Healthcare	Added	110,547	+60,711	$14,205,289	+137.0%	0.76%
PANW	Palo Alto Networks Inc Technology	Added	41,381	+6,079	$14,111,748	+149.3%	0.75%
XOM	ExxonMobil Holdings Corp Energy	Reduced	102,018	-143	$13,947,900	−19.5%	0.74%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	105,534	-13,725	$13,333,165	−19.8%	0.71%
V	Visa Inc. Financial Services	Reduced	37,796	-134	$12,967,429	+13.1%	0.69%
GE	General Electric Co Industrials	Added	34,205	+209	$12,783,434	+32.5%	0.68%
APH	Amphenol Corp /De/ Technology	Reduced	33,887	-65	$11,949,911	+39.3%	0.64%
AEP	American Electric Power Co Inc Utilities	Added	85,654	+53,326	$11,718,323	+176.5%	0.62%
MCD	Mcdonalds Corp Consumer Cyclical	Added	37,799	+1,033	$10,217,447	−10.6%	0.54%
TXN	Texas Instruments Inc Technology	Added	32,460	+1,222	$9,675,352	+59.5%	0.51%
VB	Vanguard Morningstar Small-Cap ETF	Added	30,968	+8,304	$8,983,616	+27.2%	0.48%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	16,648	-12,448	$8,478,992	−57.3%	0.45%
CSCO	Cisco Systems, Inc. Technology	Added	68,613	+31,882	$8,059,282	+182.8%	0.43%
MDLZ	Mondelez International, Inc. Consumer Defensive	Reduced	138,306	-528	$7,999,619	−0.0%	0.43%
GS	Goldman Sachs Group Inc Financial Services	Added	7,888	+285	$7,977,686	+24.0%	0.42%
PEP	Pepsico Inc Consumer Defensive	Reduced	50,369	-54,544	$6,819,962	−58.1%	0.36%
RTX	RTX Corp Industrials	Reduced	34,638	-11,112	$6,571,867	−25.5%	0.35%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.