Position in HTHIY
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$17,394,227
+$797,161 QoQ
Shares Held
629,086
+10.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#1
of 24 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HTHIY Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026MOODY LYNN LIEBERSON & WALKER, LLC holds $17,774,185 across 2 Conglomerates names. HTHIY ranks #1 (97.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HTHIY |
Hitachi Ltd
This page
|
629,086 | $17,394,227 | |
| 2 | HON |
Honeywell International Inc
|
1,697 | $379,958 |
All Filings in HTHIY
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,394,227 | 629,086 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $16,597,066 | 570,150 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $16,788,345 | 538,088 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $13,925,876 | 529,501 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $14,946,458 | 514,331 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $9,518,964 | 405,926 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $7,673,719 | 155,150 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $7,991,605 | 150,785 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $5,825,856 | 25,872 | Shares | Sole | 2024-07-25 | |
| No filing history on record for this holder in this stock. | ||||||