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 3 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
+65.8%
SPY
+74.2%
Annualised alpha
-2.0%
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 51–100
of 191 positions by value
· page 2 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WSO |
Watsco Inc
Industrials
|
Held | 1,509 | $548,959 | 0.03% | |
| WRB |
Berkley W R Corp
Financial Services
|
Reduced | 8,616 | $571,068 | 0.03% | |
| SNA |
Snap-on Inc
Industrials
|
Held | 1,618 | $587,689 | 0.03% | |
| SSNC |
SS&C Technologies Holdings Inc
Technology
|
Reduced | 8,706 | $588,264 | 0.03% | |
| BJ |
BJ's Wholesale Club Holdings, Inc.
Consumer Defensive
|
Reduced | 6,108 | $601,149 | 0.04% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Added | 2,065 | $602,319 | 0.04% | |
| EMR |
Emerson Electric Co
Industrials
|
Held | 4,639 | $607,801 | 0.04% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 2,508 | $607,914 | 0.04% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Reduced | 1,598 | $623,875 | 0.04% | |
| PKG |
Packaging Corp Of America
Consumer Cyclical
|
Added | 3,016 | $640,055 | 0.04% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 1,081 | $653,345 | 0.04% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Held | 17,290 | $654,253 | 0.04% | |
| CB |
Chubb Ltd
Financial Services
|
Added | 2,045 | $666,526 | 0.04% | |
| DOV |
DOVER Corp
Industrials
|
Added | 3,198 | $666,623 | 0.04% | |
| LNG |
Cheniere Energy, Inc.
Energy
|
Reduced | 2,405 | $682,442 | 0.04% | |
| TXNM |
Txnm Energy Inc
Utilities
|
Reduced | 11,824 | $691,231 | 0.04% | |
| COP |
Conocophillips
Energy
|
Added | 5,271 | $695,772 | 0.04% | |
| PFGC |
Performance Food Group Co
Consumer Defensive
|
Added | 8,177 | $700,441 | 0.04% | |
| AMT |
American Tower Corp /Ma/
Real Estate
|
Added | 4,082 | $704,471 | 0.04% | |
| TDG |
TransDigm Group INC
Industrials
|
Reduced | 608 | $704,647 | 0.04% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 14,476 | $705,705 | 0.04% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 2,223 | $707,225 | 0.04% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Added | 3,754 | $711,758 | 0.04% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 7,690 | $714,247 | 0.04% | |
| MSCI |
MSCI Inc.
Financial Services
|
Held | 1,330 | $716,883 | 0.04% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
Reduced | 4,562 | $717,511 | 0.04% | |
| GLW |
Corning Inc /Ny
Technology
|
Added | 5,292 | $719,553 | 0.04% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Held | 2,922 | $732,194 | 0.04% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Reduced | 8,273 | $741,178 | 0.04% | |
| WMB |
Williams Companies, Inc.
Energy
|
Held | 10,572 | $769,430 | 0.04% | |
| OTIS |
Otis Worldwide Corp
Industrials
|
Reduced | 10,150 | $782,362 | 0.05% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 3,532 | $798,337 | 0.05% | |
| AXON |
Axon Enterprise, Inc.
Industrials
|
Reduced | 1,980 | $840,886 | 0.05% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 4,511 | $842,068 | 0.05% | |
| CMC |
COMMERCIAL METALS Co
Industrials
|
Held | 14,433 | $886,619 | 0.05% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 9,250 | $891,515 | 0.05% | |
| YUM |
Yum Brands Inc
Consumer Cyclical
|
Reduced | 5,915 | $919,664 | 0.05% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 33,199 | $932,227 | 0.05% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 4,440 | $948,650 | 0.06% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 6,691 | $978,759 | 0.06% | |
| MTD |
Mettler Toledo International Inc/
Healthcare
|
Held | 802 | $1,011,482 | 0.06% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 15,758 | $1,039,870 | 0.06% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 789 | $1,042,134 | 0.06% | |
| PSA |
Public Storage
Real Estate
|
Held | 4,000 | $1,083,520 | 0.06% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 3,593 | $1,086,810 | 0.06% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
Reduced | 5,408 | $1,097,715 | 0.06% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Held | 4,459 | $1,101,729 | 0.06% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Reduced | 1,167 | $1,122,315 | 0.07% | |
| CBT |
Cabot Corp
Basic Materials
|
Held | 15,000 | $1,129,650 | 0.07% | |
| TT |
Trane Technologies plc
Industrials
|
Added | 2,746 | $1,144,368 | 0.07% |