MOODY LYNN LIEBERSON & WALKER, LLC

CIK

938592

Location

BOSTON, MA

Portfolio Value

Micro $60,045,624

Diversification

Diversified

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 SPY

Hypothetical 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, 2025

Top 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	Positions
Technology	23.5%	$403,106,219	31
Healthcare	17.0%	$290,800,285	21
Financial Services	15.0%	$258,001,277	24
Industrials	13.8%	$236,906,483	38
Communication Services	8.7%	$149,055,416	7
Consumer Cyclical	5.6%	$96,925,338	14
Unclassified	5.2%	$89,549,708	5
Consumer Defensive	3.5%	$60,045,624	14
Energy	3.0%	$51,268,785	12
Basic Materials	2.8%	$47,946,217	10
Utilities	1.4%	$24,244,450	8
Real Estate	0.4%	$7,682,345	7

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

14 positions · $60,045,624 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
KO	Coca Cola Co Consumer Defensive	Added	257,884	+22,691	$19,612,078	+19.3%	32.66%
PEP	Pepsico Inc Consumer Defensive	Added	104,913	+22,330	$16,291,939	+37.5%	27.13%
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	138,834	+52,467	$8,002,391	+72.1%	13.33%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	46,460	-383	$6,710,682	−0.0%	11.18%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Added	30,625	+2,710	$2,857,925	+22.1%	4.76%
WMT	Walmart Inc. Consumer Defensive	Added	14,311	+21	$1,778,571	+11.7%	2.96%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,367	+17	$1,362,119	+17.0%	2.27%
MO	Altria Group, Inc. Consumer Defensive	Reduced	15,758	-71	$1,039,870	+13.9%	1.73%
PFGC	Performance Food Group Co Consumer Defensive	Added	8,177	+1,855	$700,441	+23.2%	1.17%
BJ	BJ's Wholesale Club Holdings, Inc. Consumer Defensive	Reduced	6,108	-11	$601,149	+9.1%	1.00%
MKC	Mccormick & Co Inc Consumer Defensive	Added	6,413	+127	$323,471	−24.4%	0.54%
PM	Philip Morris International Inc. Consumer Defensive	Added	1,944	+26	$321,420	+4.5%	0.54%
CL	Colgate Palmolive Co Consumer Defensive	Held	2,603	0	$221,853	+7.9%	0.37%
SJM	J M SMUCKER Co Consumer Defensive	Held	2,299	0	$221,715	−1.4%	0.37%