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Moody Lynn Lieberson & Walker, LLC Portfolio
$1.9B across 265 positions as of 2026-09-30, with 47% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+8.8%
-5.7% a year vs the S&P 500
3 years
+21.4%
+0.1% a year vs the S&P 500
5 years
+11.6%
-0.6% a year vs the S&P 500
Quarters ahead
10 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +1.8% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +9.7% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -5.7% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +3.4% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +8.1% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +11.7% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -4.7% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +2.7% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| NVDANVIDIA Corp | $146.6M | 7.6% | 641,876 |
| GOOGLAlphabet Inc | $132.6M | 6.9% | 385,320 |
| AVGOBroadcom Inc | $106.3M | 5.5% | 302,677 |
| MSFTMicrosoft Corp | $98.1M | 5.1% | 191,360 |
| AAPLApple Inc | $94.4M | 4.9% | 283,600 |
| LLYEli Lilly and Co | $94.4M | 4.9% | 81,580 |
| JPMJPMorgan Chase & Co | $67.6M | 3.5% | 204,263 |
| AMZNAmazon.com Inc | $66M | 3.4% | 264,863 |
| GLDSPDR Gold Shares | $58.3M | 3.0% | 152,964 |
| BRK.BBerkshire Hathaway Inc | $48M | 2.5% | 96,402 |
| MSMorgan Stanley | $48M | 2.5% | 255,213 |
| ABBVAbbVie Inc | $45.5M | 2.4% | 173,972 |
| GEVGE Vernova Inc | $42.6M | 2.2% | 44,796 |
| MAMastercard Inc | $41.4M | 2.1% | 75,008 |
| JNJJohnson & Johnson | $36.6M | 1.9% | 138,264 |
| WMWaste Management Inc | $36.6M | 1.9% | 179,388 |
| LINDE PLC | $33M | 1.7% | 69,537 |
| VRTXVertex Pharmaceuticals Inc | $29.7M | 1.5% | 56,875 |
| TMOThermo Fisher Scientific Inc | $28.3M | 1.5% | 41,942 |
| ABTAbbott Laboratories | $27.8M | 1.4% | 281,504 |
| EATON CORP PLC | $27.1M | 1.4% | 63,026 |
| BXBlackstone Inc | $26.2M | 1.4% | 233,783 |
| CVXChevron Corp | $24.8M | 1.3% | 121,465 |
| HTHIYHitachi Ltd | $22.2M | 1.2% | 644,165 |
| KOCoca-Cola Co | $20.9M | 1.1% | 243,037 |
| XOMExxonmobil Holdings Corp | $19.8M | 1.0% | 121,369 |
| SPYState Street SPDR S&P 500 ETF Trust | $19.3M | 1.0% | 25,358 |
| MRKMerck & Co Inc | $18.8M | 1.0% | 129,062 |
| SYKStryker Corp | $18.5M | 1.0% | 67,329 |
| GILDGilead Sciences, Inc | $18.4M | 1.0% | 123,572 |
| UNPUnion Pacific Corp | $17.2M | 0.9% | 63,252 |
| GOOGAlphabet Inc | $16.7M | 0.9% | 49,046 |
| PANWPalo Alto Networks Inc | $16.1M | 0.8% | 40,423 |
| NFLXNetflix Inc | $15.1M | 0.8% | 217,480 |
| HDHome Depot Inc | $14.7M | 0.8% | 51,710 |
| FERGFerguson Enterprises Inc | $14.4M | 0.7% | 64,502 |
| VVisa Inc | $13.5M | 0.7% | 37,628 |
| SPCXSpace Exploration Technologies Corp | $10.9M | 0.6% | 72,576 |
| TXNTexas Instruments Inc | $9.9M | 0.5% | 35,488 |
| PLTRPalantir Technologies Inc | $9.1M | 0.5% | 48,680 |
| MCDMcDonald's Corp | $8.9M | 0.5% | 38,512 |
| GEGeneral Electric Co | $8.1M | 0.4% | 26,093 |
| MDLZMondelez International Inc | $8.1M | 0.4% | 139,542 |
| ANETArista Networks Inc | $7.6M | 0.4% | 37,157 |
| CSCOCisco Systems Inc | $7.4M | 0.4% | 68,913 |
| GSGoldman Sachs Group Inc | $7.1M | 0.4% | 7,886 |
| RTXRTX Corp | $7M | 0.4% | 37,487 |
| NOCNorthrop Grumman Corp | $6.8M | 0.4% | 14,137 |
| NSRGYNestle SA | $6.3M | 0.3% | 69,589 |
| VTIVanguard Total Stock Market ETF | $6.2M | 0.3% | 16,540 |
| SOSouthern Co | $6M | 0.3% | 72,102 |
| PGProcter & Gamble Co | $5.9M | 0.3% | 40,880 |
| PEPPepsiCo Inc | $5.9M | 0.3% | 46,543 |
| APHAmphenol Corp | $5.7M | 0.3% | 67,824 |
| AMGNAmgen Inc | $4.9M | 0.3% | 11,628 |
| ADPAutomatic Data Processing Inc | $4.6M | 0.2% | 17,974 |
| NOWServiceNow Inc | $4.6M | 0.2% | 34,322 |
| CRWDCrowdStrike Holdings Inc | $4.3M | 0.2% | 16,216 |
| WFCWells Fargo & Co | $4.3M | 0.2% | 53,507 |
| IDXXIDEXX Laboratories Inc | $3.8M | 0.2% | 7,272 |
| IWOiShares Russell 2000 Growth Fund | $3.7M | 0.2% | 10,299 |
| BMYBristol-Myers Squibb Co | $3.6M | 0.2% | 58,236 |
| NVSNovartis AG | $3.4M | 0.2% | 24,098 |
| DVNDevon Energy Corp | $3.4M | 0.2% | 73,841 |
| EXRExtra Space Storage Inc | $3.3M | 0.2% | 25,348 |
| VFIAXVanguard 500 Index Fd Admiral Shs | $3.3M | 0.2% | 4,642 |
| IWFiShares Russell 1000 Growth ETF | $2.9M | 0.2% | 23,496 |
| SHWSherwin-Williams Co | $2.9M | 0.2% | 9,056 |
| CHDChurch & Dwight Co Inc | $2.9M | 0.1% | 30,658 |
| PWRQuanta Services Inc | $2.8M | 0.1% | 4,354 |
| PHParker-Hannifin Corp | $2.7M | 0.1% | 2,847 |
| METAMeta Platforms Inc | $2.6M | 0.1% | 3,588 |
| ISRGIntuitive Surgical Inc | $2.5M | 0.1% | 6,250 |
| OLD WESTBURY FUNDS INC LARGE C | $2.4M | 0.1% | 105,831 |
| MARMarriott International Inc | $2.2M | 0.1% | 6,211 |
| HEI.AHEICO Corp | $2.1M | 0.1% | 9,165 |
| ASML HOLDING NV NY REGISTRY | $2.1M | 0.1% | 1,151 |
| IWMiShares Russell 2000 Index Fund | $2.1M | 0.1% | 7,487 |
| MSIMotorola Solutions Inc | $2M | 0.1% | 4,536 |
| ORLYO'Reilly Automotive Inc | $2M | 0.1% | 23,074 |
| GWWWW Grainger Inc | $2M | 0.1% | 1,579 |
| ITWIllinois Tool Works Inc | $1.9M | 0.1% | 7,271 |
| RSPInvesco S&P 500 Equal Weight ETF | $1.8M | 0.1% | 8,833 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $1.8M | 0.1% | 3,461 |
| MDYSPDR MidCap Trust Series I | $1.8M | 0.1% | 2,670 |
| VLOValero Energy Corp | $1.7M | 0.1% | 4,485 |
| HEIHEICO Corp | $1.7M | 0.1% | 5,451 |
| RSGRepublic Services Inc | $1.6M | 0.1% | 7,641 |
| IRMIron Mountain Inc | $1.6M | 0.1% | 14,278 |
| LRCXLam Research Corp | $1.5M | 0.1% | 4,540 |
| WMTWalmart Inc | $1.4M | 0.1% | 13,934 |
| EASTERN BANKSHARES INC | $1.4M | 0.1% | 69,036 |
| IBBiShares Nasdaq Biotechnology Index Fund | $1.4M | 0.1% | 6,633 |
| TRANE TECHNOLOGIES PLC | $1.3M | 0.1% | 2,787 |
| VIGVanguard Div Appreciation ETF | $1.2M | 0.1% | 5,307 |
| MTDMettler-toledo International Inc | $1.2M | 0.1% | 812 |
| IVWiShares S&P 500 Growth ETF | $1.2M | 0.1% | 8,478 |
| BLKBlackRock Inc | $1.2M | 0.1% | 1,133 |
| EFAiShares MSCI EAFE ETF | $1.2M | 0.1% | 11,518 |
| MOAltria Group Inc | $1.2M | 0.1% | 17,368 |
| CABOT CORP | $1.2M | 0.1% | 15,000 |
| PSAPublic Storage | $1.1M | 0.1% | 4,000 |
| COSTCostco Wholesale Corp | $1.1M | 0.1% | 1,209 |
| AGNICO EAGLE MINES LTD | $1.1M | 0.1% | 5,958 |
| INTCIntel Corp | $1.1M | 0.1% | 9,020 |
| CWCurtiss-Wright Corp | $1.1M | 0.1% | 1,981 |
| TJXTJX Companies Inc | $1.1M | 0.1% | 8,109 |
| AXPAmerican Express Co | $1.1M | 0.1% | 3,526 |
| TTWOTake-Two Interactive Software Inc | $1.1M | 0.1% | 5,128 |
| VOOVanguard S&P 500 ETF | $1M | 0.1% | 1,493 |
| XLVState Street Health Care Select Sector SPDR ETF | $1M | 0.1% | 6,201 |
| IJHiShares Core S&P Mid-Cap ETF | $990K | 0.1% | 13,759 |
| DISWalt Disney Co | $951.4K | 0.0% | 9,070 |
| PKGPackaging Corp of America | $941.3K | 0.0% | 4,106 |
| ACCENTURE PLC IRELAND CLASS A | $918.3K | 0.0% | 5,008 |
| PFGCPerformance Food Group Co | $911.4K | 0.0% | 9,960 |
| COMMERCIAL METALS CO | $906.2K | 0.0% | 14,593 |
| PRINCIPAL FUNDS INC MID CAP FU | $902.4K | 0.0% | 23,680 |
| ORCLOracle Corp | $869.1K | 0.0% | 6,330 |
| PFEPfizer Inc | $868.5K | 0.0% | 30,451 |
| ADIAnalog Devices Inc | $852.1K | 0.0% | 2,148 |
| MDBMongoDB Inc | $850.3K | 0.0% | 2,439 |
| IWRiShares Russell Mid-Cap ETF | $844.2K | 0.0% | 7,911 |
| AXONAxon Enterprise Inc | $840K | 0.0% | 1,988 |
| SJMJ.M. Smucker Co | $835.2K | 0.0% | 7,024 |
| DELAWARE EQUITY FUNDS V SMALL | $834.3K | 0.0% | 24,281 |
| CRH PLC | $799.9K | 0.0% | 9,661 |
| VOVanguard Mid-Cap ETF | $784.5K | 0.0% | 10,004 |
| YUMYum! Brands Inc | $783.8K | 0.0% | 5,749 |
| SBUXStarbucks Corp | $769.7K | 0.0% | 8,192 |
| GLWCorning Inc | $768.8K | 0.0% | 5,000 |
| IJRiShares Core S&P Small-Cap ETF | $765.8K | 0.0% | 5,629 |
| MUMicron Technology Inc | $753K | 0.0% | 707 |
| OLD WESTBURY FUNDS INC ALL CAP | $746.5K | 0.0% | 27,465 |
| BACBank of America Corp | $738.8K | 0.0% | 13,574 |
| FXAIXFidelity 500 Index Fund | $738.6K | 0.0% | 2,771 |
| MSCIMSCI Inc | $738K | 0.0% | 1,370 |
| GDXVanEck Gold Miners ETF | $737.5K | 0.0% | 8,400 |
| WMBWilliams Companies Inc | $732.6K | 0.0% | 10,778 |
| FIDELITY ASSET MGR | $722.6K | 0.0% | 38,722 |
| EMREmerson Electric Co | $713.8K | 0.0% | 4,602 |
| ANWPXNew Perspective Fund, Class A Shares | $709.7K | 0.0% | 9,416 |
| NEENextera Energy Inc | $705.2K | 0.0% | 9,311 |
| LNGCheniere Energy Inc | $704.3K | 0.0% | 2,618 |
| TXNMTXNM Energy Inc | $698.4K | 0.0% | 11,976 |
| SSNCSS&C Technologies Holdings Inc | $680K | 0.0% | 8,823 |
| TRVTravelers Companies Inc | $659.5K | 0.0% | 1,850 |
| TDGTransDigm Group Inc | $655K | 0.0% | 605 |
| AMTAmerican Tower Corp | $649.5K | 0.0% | 3,968 |
| EWJiShares MSCI Japan Index Fund | $645.1K | 0.0% | 6,619 |
| EPDEnterprise Products Partners L.P | $645.1K | 0.0% | 18,115 |
| OTISOtis Worldwide Corp | $635K | 0.0% | 9,873 |
| DINOHF Sinclair Corp | $634K | 0.0% | 5,908 |
| CHUBB LIMITED | $631.3K | 0.0% | 1,941 |
| COPConocoPhillips | $631K | 0.0% | 5,042 |
| LMTLockheed Martin Corp | $630.5K | 0.0% | 1,238 |
| ARTISAN PARTNERS FUNDS INC INT | $627.7K | 0.0% | 10,823 |
| VEAVanguard FTSE Developed Markets ETF | $591.6K | 0.0% | 8,378 |
| WRBW. R. Berkley Corp | $588.4K | 0.0% | 8,712 |
| SNASnap-On Inc | $584.3K | 0.0% | 1,608 |
| DOVDover Corp | $580.8K | 0.0% | 3,105 |
| ILMNIllumina Inc | $579.7K | 0.0% | 2,118 |
| OLD WESTBURY FUNDS INC SML MID | $562.1K | 0.0% | 29,818 |
| SWPPXSchwab S&P 500 Index Fund- Select Shares | $556.1K | 0.0% | 28,130 |
| VANGUARD STAR FUNDS TL INT STO | $555.2K | 0.0% | 12,171 |
| BJBJ's Wholesale Club Holdings Inc | $542.6K | 0.0% | 5,898 |
| IBMInternational Business Machines Corp | $528.1K | 0.0% | 2,401 |
| SPGSimon Property Group Inc | $502.1K | 0.0% | 2,501 |
| IVViShares Core S&P 500 ETF | $500.9K | 0.0% | 654 |
| CRMSalesforce Inc | $500.7K | 0.0% | 2,181 |
| DVYISHARES SELECT DIVIDEND ETF | $488.1K | 0.0% | 3,210 |
| DHRDanaher Corp | $483.4K | 0.0% | 2,182 |
| BLACKSTONE REIT INC CL I | $475.4K | 0.0% | 32,370 |
| CFGCitizens Financial Group Inc | $470K | 0.0% | 7,372 |
| WATWaters Corp | $469.7K | 0.0% | 1,069 |
| QQQInvesco QQQ Trust, Series 1 | $468.3K | 0.0% | 633 |
| WSOWatsco Inc | $454.3K | 0.0% | 1,501 |
| FINSXFidelity Advisor New Insights Fund: Class I | $439.1K | 0.0% | 8,076 |
| VWOVanguard FTSE Emerging Markets ETF | $429.8K | 0.0% | 7,247 |
| GNRCGenerac Holdings Inc | $423.2K | 0.0% | 2,045 |
| PNCPNC Financial Services Group Inc | $419K | 0.0% | 1,885 |
| VEUVanguard FTSE All World Ex US ETF | $416.7K | 0.0% | 5,022 |
| IVEiShares S&P 500 Value ETF | $413.2K | 0.0% | 1,810 |
| DEDeere & Co | $413K | 0.0% | 615 |
| ALLAllstate Corp | $412K | 0.0% | 1,857 |
| SPOTIFY TECHNOLOGY SA | $406.5K | 0.0% | 834 |
| VRTVertiv Holdings Co | $404K | 0.0% | 1,674 |
| FCNTXFidelity Contra Fund | $402.9K | 0.0% | 14,625 |
| AEPAmerican Electric Power Company Inc | $399.3K | 0.0% | 3,366 |
| VIVMARK RESIDENTIAL SH BEN INT | $396K | 0.0% | 6,518 |
| FIDELITY NEW MILLENIUM | $389.8K | 0.0% | 5,003 |
| WECWEC Energy Group Inc | $379.2K | 0.0% | 3,763 |
| LLoews Corp | $377.4K | 0.0% | 3,614 |
| USBUS Bancorp | $376.1K | 0.0% | 6,511 |
| ADBEAdobe Inc | $375.3K | 0.0% | 1,564 |
| WISDOMTREE INDIA EARNINGS FUND | $367K | 0.0% | 9,010 |
| LPLALPL Financial Holdings Inc | $367K | 0.0% | 1,200 |
| HARRIS ASSOC INV TR OAKMRK SLT | $366.3K | 0.0% | 3,576 |
| NSCNorfolk Southern Corp | $364.6K | 0.0% | 1,180 |
| HWMHowmet Aerospace Inc | $361.2K | 0.0% | 1,597 |
| HARBOR FUNDS CAP APPREC INST | $357.9K | 0.0% | 2,790 |
| HONHoneywell International Inc | $356.1K | 0.0% | 1,688 |
| NKENike Inc | $354.1K | 0.0% | 10,004 |
| DASHDoorDash Inc | $348K | 0.0% | 1,896 |
| VZVerizon Communications Inc | $345K | 0.0% | 7,521 |
| PMPhilip Morris International Inc | $344.6K | 0.0% | 1,806 |
| SANMINA CORPORATION | $341.7K | 0.0% | 1,590 |
| MRVLMarvell Technology Inc | $339.5K | 0.0% | 1,285 |
| DDominion Energy Inc | $337.3K | 0.0% | 5,574 |
| BNBrookfield Corporation Class A Limited Voting Shares | $335.4K | 0.0% | 9,200 |
| BWABorgwarner Inc | $327.3K | 0.0% | 5,445 |
| CGCarlyle Group Inc | $323.7K | 0.0% | 8,162 |
| IWDiShares Russell 1000 Value ETF | $322.3K | 0.0% | 1,300 |
| HARDING LOEVNER FUNDS INC INTL | $322K | 0.0% | 10,261 |
| AFGAmerican Financial Group Inc | $321.7K | 0.0% | 2,352 |
| BBarrick Mining Corporation Common Shares | $317.2K | 0.0% | 7,800 |
| SAPSAP SE | $312.5K | 0.0% | 1,499 |
| FTECFIDELITY MSCI INFORMATION TECH | $308.5K | 0.0% | 1,028 |
| ABBNYAbb Ltd | $297.4K | 0.0% | 3,140 |
| ECLEcolab Inc | $293.3K | 0.0% | 1,068 |
| SNOWSnowflake Inc | $291.7K | 0.0% | 859 |
| FCXFreeport-McMoRan Inc | $291.3K | 0.0% | 4,162 |
| JJacobs Solutions Inc | $284.1K | 0.0% | 2,100 |
| MRPMillrose Properties Inc | $282.4K | 0.0% | 10,875 |
| EPREPR Properties | $281.1K | 0.0% | 5,008 |
| ALCON AG ORD | $272K | 0.0% | 4,201 |
| HONAHoneywell Aerospace Inc | $262.7K | 0.0% | 1,695 |
| HBANHuntington Bancshares Inc | $261.2K | 0.0% | 17,114 |
| CTRECareTrust REIT Inc | $256.9K | 0.0% | 7,022 |
| OKEONEOK Inc | $253.5K | 0.0% | 2,973 |
| ENTGEntegris Inc | $252.7K | 0.0% | 1,640 |
| BIPCBrookfield Infrastructure Corp | $249.3K | 0.0% | 7,000 |
| UNHUnitedHealth Group Inc | $243K | 0.0% | 662 |
| FIDELITY GROWTH DISCOVERY | $241.6K | 0.0% | 3,050 |
| VBKVanguard Small-Cap Growth ETF | $241.5K | 0.0% | 715 |
| PEGPublic Service Enterprise Group Inc | $240.1K | 0.0% | 3,566 |
| USMViShares MSCI USA Min Vol Factor ETF | $234.5K | 0.0% | 2,407 |
| BANK NEW YORK MELLON CORP | $227.4K | 0.0% | 1,572 |
| HEFAiShares Currency Hedged MSCI EAFE ETF | $227.3K | 0.0% | 4,900 |
| HARTFORD MUTUAL FUNDS II INC S | $227K | 0.0% | 7,898 |
| SCHXSchwab U.S. Large-Cap ETF | $223.7K | 0.0% | 7,458 |
| AMCOR PLC | $222.9K | 0.0% | 5,325 |
| AMATApplied Materials Inc | $222.5K | 0.0% | 435 |
| GILGildan Activewear Inc | $220K | 0.0% | 5,161 |
| CATCaterpillar Inc | $219.7K | 0.0% | 271 |
| EOGEOG Resources Inc | $218.6K | 0.0% | 1,587 |
| BBJPJPMorgan BetaBuilders Japan ETF | $216.1K | 0.0% | 2,753 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $215.4K | 0.0% | 2,400 |
| BEPCBrookfield Renewable Corp | $213.1K | 0.0% | 7,550 |
| FTAI AVIATION LTD | $213K | 0.0% | 1,275 |
| KLACKLA Corp | $212.5K | 0.0% | 1,090 |
| VBVanguard Small-Cap ETF | $211.9K | 0.0% | 745 |
| CLColgate-Palmolive Co | $211.1K | 0.0% | 2,474 |
| ISHARES RUSSELL 3000 ETF | $208.1K | 0.0% | 482 |
| HQHabrdn Healthcare Investors Shares of Beneficial Interest | $208K | 0.0% | 9,958 |
| FIRST CITIZENS BANCSHARES INC | $206.9K | 0.0% | 9,000 |
| ATLKYAtlas Copco AB | $206.8K | 0.0% | 10,052 |
| PSXPhillips 66 | $202.7K | 0.0% | 794 |
| BIMBXBlackRock Systematic Multi-Strategy Fund Institutional Class | $152.6K | 0.0% | 15,001 |
| VANGUARD MA TAX EXEMPT FUND | $148K | 0.0% | 15,678 |
| FEDERATED HERMES EQUITY FUNDS | $105.3K | 0.0% | 17,152 |
| BLACKROCK MGD FUND INST | $102.6K | 0.0% | 11,001 |
| PROQR THRAPEUTICS NV EURO | $41.5K | 0.0% | 25,000 |
| ELICIO THERAPEUTICS INC | $18.2K | 0.0% | 10,000 |
| SEARCHLIGHT MINERALS CORP NEW | $216 | 0.0% | 27,000 |
Quarter ending 2026-09-30.
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