MOODY LYNN LIEBERSON & WALKER, LLC

CIK

938592

Location

BOSTON, MA

Portfolio Value

Mid $1,809,056,191

Diversification

Diversified

Filing Date

Global Rank

#1,365 / 8,517 ▼ 39

Top Industry

Semiconductors 15.2%

3Y Alpha vs SPY

+47.0%

Period ended 46 days ago

Filed Jul 20, 2026 · 26d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+365.5%

SPY

+75.3%

Annualised alpha

+46.4%

Max drawdown

−17.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

7.6%

+0.1 pts

Top 5

31.0%

+2.4 pts

Top 10

47.9%

+2.0 pts

HHI

322

Diversified+21

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	25.7%	$464,768,773	33
Healthcare	17.4%	$314,493,463	22
Financial Services	14.9%	$269,401,859	27
Industrials	13.3%	$240,789,469	38
Communication Services	8.9%	$161,405,222	6
Consumer Cyclical	5.8%	$104,312,202	14
Unclassified	4.1%	$74,603,576	5
Consumer Defensive	2.8%	$50,252,581	13
Basic Materials	2.7%	$48,036,499	9
Energy	2.3%	$41,578,291	11
Utilities	1.7%	$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
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
ADI	Analog Devices Inc	+9,034	11,257	$4,470,942
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
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
AMCR	Amcor plc	+1,104	6,500	$281,775
MCD	Mcdonalds Corp	+1,033	37,799	$10,217,447
PLTR	Palantir Technologies Inc.	+851	7,542	$879,925
BN	BROOKFIELD Corp /ON/	+788	9,200	$391,828
EBC	Eastern Bankshares, Inc.	+780	69,036	$1,535,360
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
GOOGL	Alphabet Inc.	−64,215	385,173	$137,649,275
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
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
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
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
PFE	Pfizer Inc	−2,733	30,466	$733,621
CRM	Salesforce, Inc.	−2,298	2,213	$346,688
No positions match the current search.

New Positions

Positions the filer opened this quarter

21 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
AVB	Avalonbay Communities Inc	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	$374,256
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
HQH	abrdn Healthcare Investors	9,664	$212,414
TSLA	Tesla, Inc.	500	$210,300
No positions match the current search.

Sold Out

Positions the filer fully exited

20 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
IBB	iShares Biotechnology ETF	15,426	$2,604,680
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
VIG	Vanguard Dividend Appreciation ETF	5,307	$1,141,323
ICE	Intercontinental Exchange, Inc.	4,562	$717,511
SHOP	Shopify Inc.	4,372	$518,606
VEA	Vanguard FTSE Developed Markets ETF	7,942	$508,923
SPOT	Spotify Technology S.A.	905	$438,843
VEU	Vanguard FTSE All-World Ex-US ETF	5,729	$430,247
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
CTRA	Coterra Energy Inc.	105,291	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

196 tracked positions · $1,809,056,191 total · 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 196 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	385,173	-64,215	$137,649,275	+6.5%	7.61%
NVDA	Nvidia Corp Technology	Reduced	633,979	-8,595	$126,852,858	+13.2%	7.01%
AVGO	Broadcom Inc. Technology	Reduced	308,225	-15,054	$116,431,993	+16.4%	6.44%
LLY	ELI LILLY & Co Healthcare	Reduced	81,167	-2,255	$97,354,142	+26.9%	5.38%
AAPL	Apple Inc. Technology	Added	282,181	+3,619	$81,651,894	+15.5%	4.51%
MSFT	Microsoft Corp Technology	Reduced	186,285	-9,056	$69,488,030	−3.9%	3.84%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	195,923	-5,542	$64,131,475	+8.2%	3.55%
AMZN	Amazon Com Inc Consumer Cyclical	Added	251,450	+6,377	$59,930,593	+17.4%	3.31%
GEV	GE Vernova Inc. Industrials	Reduced	49,980	-604	$58,719,502	+33.0%	3.25%
GLD	Spdr Gold Trust	Reduced	149,771	-23,351	$55,172,640	−25.9%	3.05%
MS	Morgan Stanley Financial Services	Added	256,389	+7,022	$53,595,556	+30.6%	2.96%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	97,481	-2,816	$48,778,517	+1.5%	2.70%
ABBV	AbbVie Inc. Healthcare	Reduced	168,964	-7,329	$42,518,100	+10.9%	2.35%
WM	Waste Management Inc Industrials	Reduced	179,600	-8,608	$40,029,248	−7.4%	2.21%
MA	Mastercard Inc Financial Services	Reduced	75,190	-4,644	$38,617,584	−3.2%	2.13%
LIN	Linde PLC Basic Materials	Reduced	70,095	-1,542	$36,375,099	+2.4%	2.01%
JNJ	Johnson & Johnson Healthcare	Added	134,657	+8,097	$34,198,838	+10.5%	1.89%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	56,624	-1,016	$28,126,839	+9.3%	1.55%
BX	Blackstone Inc. Financial Services	Added	232,345	+4,973	$27,340,036	+4.6%	1.51%
ETN	Eaton Corp plc Industrials	Reduced	62,861	-1,933	$26,786,329	+15.6%	1.48%
SYK	Stryker Corp Healthcare	Reduced	77,812	-7,956	$24,498,330	−13.1%	1.35%
ABT	Abbott Laboratories Healthcare	Added	248,217	+41,592	$22,523,210	+6.2%	1.25%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	63,531	-4,425	$22,406,113	+0.3%	1.24%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	40,920	-1,554	$20,515,651	−1.7%	1.13%
CVX	Chevron Corp Energy	Reduced	120,250	-1,553	$19,932,640	−20.9%	1.10%
KO	Coca Cola Co Consumer Defensive	Reduced	242,903	-14,981	$19,740,726	+0.7%	1.09%
NFLX	Netflix Inc Communication Services	Reduced	269,678	-29,545	$19,255,009	−33.1%	1.06%
HTHIY	Hitachi Ltd Industrials	Added	629,086	+58,936	$17,394,227	+4.8%	0.96%
FERG	Ferguson Enterprises Inc. /DE/ Industrials	Added	70,977	+4,379	$16,844,971	+8.4%	0.93%
UNP	Union Pacific Corp Industrials	Reduced	60,192	-1,041	$16,372,224	+10.2%	0.91%
SO	Southern Co Utilities	Reduced	159,767	-18,450	$15,291,299	−11.1%	0.85%
SPY	Spdr S&P 500 ETF Trust	Added	20,427	+2,879	$15,254,270	+33.7%	0.84%
MRK	Merck & Co., Inc. Healthcare	Added	110,547	+60,711	$14,205,289	+137.0%	0.79%
PANW	Palo Alto Networks Inc Technology	Added	41,381	+6,079	$14,111,748	+149.3%	0.78%
XOM	ExxonMobil Holdings Corp Energy	Reduced	102,018	-143	$13,947,900	−19.5%	0.77%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	105,534	-13,725	$13,333,165	−19.8%	0.74%
V	Visa Inc. Financial Services	Reduced	37,796	-134	$12,967,429	+13.1%	0.72%
GE	General Electric Co Industrials	Added	34,205	+209	$12,783,434	+32.5%	0.71%
AEP	American Electric Power Co Inc Utilities	Added	85,654	+53,326	$11,718,323	+176.5%	0.65%
MCD	Mcdonalds Corp Consumer Cyclical	Added	37,799	+1,033	$10,217,447	−10.6%	0.56%
TXN	Texas Instruments Inc Technology	Added	32,460	+1,222	$9,675,352	+59.5%	0.53%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	16,648	-12,448	$8,478,992	−57.3%	0.47%
CSCO	Cisco Systems, Inc. Technology	Added	68,613	+31,882	$8,059,282	+182.8%	0.45%
MDLZ	Mondelez International, Inc. Consumer Defensive	Reduced	138,306	-528	$7,999,619	−0.0%	0.44%
GS	Goldman Sachs Group Inc Financial Services	Added	7,888	+285	$7,977,686	+24.0%	0.44%
PEP	Pepsico Inc Consumer Defensive	Reduced	50,369	-54,544	$6,819,962	−58.1%	0.38%
RTX	RTX Corp Industrials	Reduced	34,638	-11,112	$6,571,867	−25.5%	0.36%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	42,696	-3,764	$6,260,941	−6.7%	0.35%
APH	Amphenol Corp /De/ Technology	Reduced	33,887	-65	$5,974,955	—	0.33%
ANET	Arista Networks, Inc. Technology	Added	29,811	+10	$5,064,292	+38.4%	0.28%

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.