MOODY LYNN LIEBERSON & WALKER, LLC
Top Portfolio Positions
189 positions ·
$1,667,030,982 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
400,805 | $115,255,485 | 6.91% |
| NVDA |
Nvidia Corp
Technology
|
642,574 | $112,064,905 | 6.72% |
| AVGO |
Broadcom Inc.
Technology
|
323,279 | $100,058,083 | 6.00% |
| LLY |
ELI LILLY & Co
Healthcare
|
83,422 | $76,729,052 | 4.60% |
| GLD |
Spdr Gold Trust
|
173,122 | $74,492,665 | 4.47% |
| MSFT |
Microsoft Corp
Technology
|
195,341 | $72,309,377 | 4.34% |
| AAPL |
Apple Inc.
Technology
|
278,562 | $70,696,249 | 4.24% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
201,465 | $59,262,944 | 3.55% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
245,073 | $51,041,353 | 3.06% |
| GEV |
GE Vernova Inc.
Industrials
|
50,584 | $44,154,773 | 2.65% |
Portfolio Trend
Holdings in AEP
Shares Held
Position Value (USD)
13 of 13 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,237,554 | 32,328 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $253,797 | 2,201 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $247,612 | 2,201 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $228,375 | 2,201 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $236,241 | 2,162 | Shares | Sole | 2025-04-28 | |
| 2024-09-30 | $221,821 | 2,162 | Shares | Sole | 2024-10-23 | |
| 2023-06-30 | $248,221 | 2,948 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $268,238 | 2,948 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $279,912 | 2,948 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $254,854 | 2,948 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $215,577 | 2,247 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $224,183 | 2,247 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $199,915 | 2,247 | Shares | Sole | 2022-01-26 | |
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