MOODY LYNN LIEBERSON & WALKER, LLC
Filing Date
Global Rank
#1,081
/ 8,232
▲ 56
Top Industry
Semiconductors
13.5%
3Y Alpha vs SPY
-1.9%
Period ended 2 months ago
Filed Apr 13, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+68.0%
SPY
+76.3%
Annualised alpha
-1.9%
Max drawdown
−17.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
191 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
6.7%
−0.2 pts
Top 5
27.9%
−2.1 pts
Top 10
45.5%
−2.4 pts
HHI
294
Diversified−20
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 23.5% | $403,106,219 |
| Healthcare | 17.0% | $290,800,285 |
| Financial Services | 15.0% | $258,001,277 |
| Industrials | 13.8% | $236,906,483 |
| Communication Services | 8.7% | $149,055,416 |
| Consumer Cyclical | 5.6% | $96,925,338 |
| Unclassified | 5.2% | $89,549,708 |
| Consumer Defensive | 3.5% | $60,045,624 |
| Energy | 3.0% | $51,268,785 |
| Basic Materials | 2.8% | $47,946,217 |
| Utilities | 1.4% | $24,244,450 |
| Real Estate | 0.4% | $7,682,345 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MDLZ | Mondelez International, Inc. | +52,467 | 138,834 | $8,002,391 | |
| HTHIY | Hitachi Ltd | +32,062 | 570,150 | $16,597,066 | |
| BLDR | Builders FirstSource, Inc. | +30,678 | 72,198 | $5,944,061 | |
| CVX | Chevron Corp | +30,286 | 121,803 | $25,201,040 | |
| AEP | American Electric Power Co Inc | +30,127 | 32,328 | $4,237,554 | |
| KO | Coca Cola Co | +22,691 | 257,884 | $19,612,078 | |
| PEP | Pepsico Inc | +22,330 | 104,913 | $16,291,939 | |
| GILD | Gilead Sciences, Inc. | +21,957 | 119,259 | $16,621,126 | |
| XOM | Exxon Mobil Corp | +17,135 | 102,161 | $17,332,635 | |
| GEV | GE Vernova Inc. | +13,216 | 50,584 | $44,154,773 | |
| UNP | Union Pacific Corp | +13,186 | 61,233 | $14,856,350 | |
| PANW | Palo Alto Networks Inc | +11,311 | 35,302 | $5,659,616 | |
| WFC | Wells Fargo & Company/Mn | +9,028 | 196,496 | $15,643,046 | |
| SO | Southern Co | +7,851 | 178,217 | $17,201,504 | |
| PFE | Pfizer Inc | +6,550 | 33,199 | $932,227 | |
| LIN | Linde PLC | +5,350 | 71,637 | $35,514,759 | |
| MRK | Merck & Co., Inc. | +4,732 | 49,836 | $5,994,772 | |
| NOC | Northrop Grumman Corp /De/ | +4,291 | 29,096 | $19,850,455 | |
| JNJ | Johnson & Johnson | +4,226 | 126,560 | $30,936,326 | |
| HWM | Howmet Aerospace Inc. | +3,716 | 13,935 | $3,211,460 | |
| DE | Deere & Co | +3,713 | 4,319 | $2,432,892 | |
| TJX | Tjx Companies Inc /De/ | +2,743 | 11,054 | $1,765,323 | |
| CHD | Church & Dwight Co Inc /De/ | +2,710 | 30,625 | $2,857,925 | |
| VRTX | Vertex Pharmaceuticals Inc / Ma | +2,648 | 57,640 | $25,738,565 | |
| BRK-B | Berkshire Hathaway Inc | +2,505 | 100,297 | $48,062,322 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ABT | Abbott Laboratories | −63,144 | 206,625 | $21,214,188 | |
| NOW | ServiceNow, Inc. | −59,848 | 88,379 | $9,240,024 | |
| BX | Blackstone Inc. | −51,280 | 227,372 | $26,145,506 | |
| NFLX | Netflix Inc | −47,443 | 299,223 | $28,770,291 | |
| ANET | Arista Networks, Inc. | −30,075 | 29,801 | $3,658,966 | |
| SHOP | Shopify Inc. | −28,280 | 4,372 | $518,606 | |
| ORLY | O Reilly Automotive Inc | −26,639 | 32,708 | $3,019,275 | |
| ETN | Eaton Corp plc | −16,314 | 64,794 | $23,174,869 | |
| ABBV | AbbVie Inc. | −16,170 | 176,293 | $38,341,964 | |
| MS | Morgan Stanley | −12,938 | 249,367 | $41,038,327 | |
| GLD | Spdr Gold Trust | −12,790 | 173,122 | $74,492,665 | |
| AXP | American Express Co | −12,109 | 3,593 | $1,086,810 | |
| BAC | Bank Of America Corp /De/ | −9,798 | 14,476 | $705,705 | |
| FERG | Ferguson Enterprises Inc. /DE/ | −8,182 | 66,598 | $15,534,649 | |
| JPM | Jpmorgan Chase & Co | −8,017 | 201,465 | $59,262,944 | |
| HEI | Heico Corp | −6,973 | 5,084 | $1,394,032 | |
| CRWD | CrowdStrike Holdings, Inc. | −6,408 | 1,598 | $623,875 | |
| NVDA | Nvidia Corp | −5,603 | 642,574 | $112,064,905 | |
| AVGO | Broadcom Inc. | −5,024 | 323,279 | $100,058,083 | |
| SHW | Sherwin Williams Co | −3,587 | 8,848 | $2,836,226 | |
| SPY | Spdr S&P 500 ETF Trust | −2,817 | 17,548 | $11,412,166 | |
| WRB | Berkley W R Corp | −2,694 | 8,616 | $571,068 | |
| NVS | Novartis AG | −1,037 | 28,283 | $4,320,228 | |
| APH | Amphenol Corp /De/ | −918 | 33,952 | $4,289,835 | |
| RTX | RTX Corp | −910 | 45,750 | $8,825,175 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AZN | Astrazeneca PLC | 22,732 | $4,483,205 | |
| BHP | BHP Group Ltd | 38,891 | $2,828,931 | |
| GNRC | Generac Holdings Inc. | 2,018 | $394,175 | |
| HBAN | Huntington Bancshares Inc /Md/ | 17,202 | $269,211 | |
| EOG | Eog Resources Inc | 1,606 | $232,179 | |
| AMCR | Amcor plc | 5,396 | $214,491 | |
| ENTG | Entegris Inc | 1,722 | $201,887 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
15 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SONY | Sony Group Corp | 101,550 | $2,599,680 | |
| ARWR | Arrowhead Pharmaceuticals, Inc. | 22,000 | $1,460,580 | |
| UNH | Unitedhealth Group Inc | 2,543 | $839,469 | |
| BR | Broadridge Financial Solutions, Inc. | 2,716 | $606,129 | |
| MDB | MongoDB, Inc. | 762 | $319,803 | |
| CPRT | Copart Inc | 6,630 | $259,564 | |
| CCEP | COCA-COLA EUROPACIFIC PARTNERS plc | 2,676 | $242,713 | |
| AMAT | Applied Materials Inc /De | 921 | $236,687 | |
| XYL | Xylem Inc. | 1,732 | $235,863 | |
| BKNG | Booking Holdings Inc. | 43 | $230,279 | |
| BEPC | Brookfield Renewable Corp | 6,000 | $230,040 | |
| TOST | Toast, Inc. | 6,461 | $229,430 | |
| SPGI | S&P Global Inc. | 433 | $226,281 | |
| MCO | Moodys Corp /De/ | 410 | $209,448 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 670 | $203,606 | |
| No positions match the current search. | ||||
191 positions ·
$1,715,532,147 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 191 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PRQR |
ProQR Therapeutics N.V.
Healthcare
|
Held | 25,000 | $40,500 | 0.00% | |
| ELTX |
Elicio Therapeutics, Inc.
Healthcare
|
Held | 10,000 | $106,900 | 0.01% | |
| ENTG |
Entegris Inc
Technology
|
NEW | 1,722 | $201,887 | 0.01% | |
| CTSH |
Cognizant Technology Solutions Corp
Technology
|
Added | 3,492 | $214,234 | 0.01% | |
| AMCR |
Amcor plc
Consumer Cyclical
|
NEW | 5,396 | $214,491 | 0.01% | |
| SJM |
J M SMUCKER Co
Consumer Defensive
|
Held | 2,299 | $221,715 | 0.01% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Held | 2,603 | $221,853 | 0.01% | |
| CHKP |
Check Point Software Technologies Ltd
Technology
|
Held | 1,554 | $221,988 | 0.01% | |
| GIL |
Gildan Activewear Inc.
Consumer Cyclical
|
Added | 4,061 | $225,994 | 0.01% | |
| EOG |
Eog Resources Inc
Energy
|
NEW | 1,606 | $232,179 | 0.01% | |
| B |
Barrick Mining Corp
Basic Materials
|
Held | 5,950 | $242,700 | 0.01% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
Added | 4,152 | $244,054 | 0.01% | |
| MU |
Micron Technology Inc
Technology
|
Held | 728 | $245,947 | 0.01% | |
| ABBNY |
Abb Ltd
Industrials
|
Added | 3,227 | $257,191 | 0.01% | |
| BROS |
Dutch Bros Inc.
Consumer Cyclical
|
Reduced | 5,246 | $265,762 | 0.02% | |
| TRP |
Tc Energy Corp
Energy
|
Held | 4,250 | $266,050 | 0.02% | |
| J |
Jacobs Solutions Inc.
Industrials
|
Reduced | 2,113 | $268,942 | 0.02% | |
| HBAN |
Huntington Bancshares Inc /Md/
Financial Services
|
NEW | 17,202 | $269,211 | 0.02% | |
| CMI |
Cummins Inc
Industrials
|
Added | 502 | $270,086 | 0.02% | |
| FTAI |
FTAI Aviation Ltd.
Industrials
|
Reduced | 1,105 | $270,725 | 0.02% | |
| OKE |
Oneok Inc /New/
Energy
|
Held | 3,004 | $271,531 | 0.02% | |
| SAP |
Sap SE
Technology
|
Reduced | 1,641 | $280,955 | 0.02% | |
| MRP |
Millrose Properties, Inc.
Real Estate
|
Held | 10,325 | $289,100 | 0.02% | |
| PEG |
Public Service Enterprise Group Inc
Utilities
|
Reduced | 3,608 | $292,067 | 0.02% | |
| NRG |
Nrg Energy, Inc.
Utilities
|
Reduced | 2,007 | $293,302 | 0.02% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Added | 1,152 | $306,455 | 0.02% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 1,944 | $321,420 | 0.02% | |
| MKC |
Mccormick & Co Inc
Consumer Defensive
|
Added | 6,413 | $323,471 | 0.02% | |
| PLD |
Prologis, Inc.
Real Estate
|
Added | 2,454 | $324,369 | 0.02% | |
| WAT |
Waters Corp /De/
Healthcare
|
Added | 1,095 | $326,091 | 0.02% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
Added | 8,412 | $340,433 | 0.02% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Held | 1,196 | $343,252 | 0.02% | |
| D |
Dominion Energy, Inc
Utilities
|
Added | 5,631 | $348,108 | 0.02% | |
| DINO |
HF Sinclair Corp
Energy
|
Held | 5,799 | $361,799 | 0.02% | |
| LPLA |
LPL Financial Holdings Inc.
Financial Services
|
Reduced | 1,207 | $363,101 | 0.02% | |
| USB |
US Bancorp De
Financial Services
|
Added | 7,066 | $367,502 | 0.02% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 643 | $371,126 | 0.02% | |
| L |
Loews Corp
Financial Services
|
Reduced | 3,540 | $377,859 | 0.02% | |
| INTU |
Intuit Inc.
Technology
|
Reduced | 876 | $378,764 | 0.02% | |
| INTC |
Intel Corp
Technology
|
Reduced | 8,826 | $389,491 | 0.02% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 7,813 | $392,212 | 0.02% | |
| GNRC |
Generac Holdings Inc.
Industrials
|
NEW | 2,018 | $394,175 | 0.02% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 1,627 | $395,491 | 0.02% | |
| ALL |
Allstate Corp
Financial Services
|
Held | 1,931 | $400,373 | 0.02% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Added | 2,021 | $420,549 | 0.02% | |
| SPOT |
Spotify Technology S.A.
Communication Services
|
Held | 905 | $438,843 | 0.03% | |
| WEC |
Wec Energy Group, Inc.
Utilities
|
Reduced | 4,029 | $466,437 | 0.03% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
Held | 2,527 | $471,361 | 0.03% | |
| SHOP |
Shopify Inc.
Technology
|
Reduced | 4,372 | $518,606 | 0.03% | |
| NKE |
NIKE, Inc.
Consumer Cyclical
|
Added | 10,014 | $528,939 | 0.03% |