MOODY LYNN & LIEBERSON, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, MOODY LYNN & LIEBERSON, LLC held in its portfolio 265 assets valued at $1,886,852,052 (i.e. $1.89B).

The most valuable assets in the portfolio included: ALPHABET INC CAP STOCK CL A ($125.53M), NVIDIA CORPORATION ($120.89M), and BROADCOM INC ($113.63M).

The chart below shows the top 10 valuable assets, and the table below shows the top 265 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in MOODY LYNN & LIEBERSON, LLC Portfolio
ALPHABET INC CAP STOCK CL A
NVIDIA CORPORATION
BROADCOM INC
MICROSOFT CORP
LILLY ELI & CO
APPLE INC
SPDR GOLD SHARES
JPMORGAN CHASE & CO
AMAZON.COM INC
BERKSHIRE HATHAWAY INC CL B NE
MOODY LYNN & LIEBERSON, LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
ALPHABET INC CAP STOCK CL A 401051 125528963 COM
NVIDIA CORPORATION 648177 120885010 COM
BROADCOM INC 328303 113625668 COM
MICROSOFT CORP 193921 93784043 COM
LILLY ELI & CO 83620 89864742 COM
APPLE INC 279130 75884282 COM
SPDR GOLD SHARES 185912 73678785 ETF
JPMORGAN CHASE & CO 209482 67499290 COM
AMAZON.COM INC 242736 56028324 COM
BERKSHIRE HATHAWAY INC CL B NE 97792 49155149 COM
MORGAN STANLEY 262305 46567007 COM
MASTERCARD INCORPORATED CL A 79681 45488289 COM
ABBVIE INC 192463 43975871 COM
BLACKSTONE INC 278652 42951419 COM
WASTE MANAGEMENT INC DEL 186197 40909343 COM
ABBOTT LABORATORIES 269769 33799358 COM
NETFLIX INC 346666 32503404 COM
STRYKER CORPORATION 83991 29520317 COM
LINDE PLC 66287 28264114 COM
EATON CORP PLC 81108 25833709 COM
JOHNSON & JOHNSON 122334 25317021 COM
VERTEX PHARMACEUTICALS INC 54992 24931173 COM
GE VERNOVA INC 37368 24422604 COM
THERMO FISHER SCIENTIFIC INC 40931 23717468 COM
HOME DEPOT INC 68660 23625906 COM
SERVICENOW INC 148227 22706894 COM
WELLS FARGO CO 187468 17472018 COM
HITACHI LTD ADR 2 538088 16788346 COM
FERGUSON ENTERPRISES INC COMMO 74780 16648271 COM
COCA-COLA CO 235193 16442343 COM
ALPHABET INC CAP STOCK CL C 51815 16259547 COM
SOUTHERN CO 170366 14855915 COM
NORTHROP GRUMMAN CORP 24805 14144059 COM
CHEVRON CORP 91517 13948106 COM
SPDR S&P 500 ETF 20365 13887414 ETF
VISA INC CL A 38565 13525131 COM
GILEAD SCIENCES INC 97302 11942847 COM
PEPSICO INC 82583 11852312 COM
MCDONALDS CORP 36735 11227318 COM
UNION PACIFIC CORP 48047 11114232 COM
GENERAL ELECTRIC CO NEW 34285 10560809 COM
EXXON MOBIL CORP 85026 10232029 COM
RTX CORPORATION COM 46660 8557444 COM
ARISTA NETWORKS INC 59876 7845552 COM
GOLDMAN SACHS GROUP INC 7919 6960801 COM
PROCTER AND GAMBLE CO 46843 6713018 COM
VANGUARD TOTAL STOCK MARKET IN 17827 5976828 ETF
AMERICAN EXPRESS CO 15702 5808955 COM
OREILLY AUTOMOTIVE INC 59347 5413040 COM
SHOPIFY INC CL A 32652 5255992 COM
TEXAS INSTRUMENTS INC 30022 5208517 COM
IDEXX LABORATORIES INC 7255 4908225 COM
MERCK & CO INC 45104 4747647 COM
AMPHENOL CORP CL A 34870 4712332 COM
AUTOMATIC DATA PROCESSING INC 18290 4704737 COM
L3HARRIS TECHNOLOGIES INC 15994 4695359 COM
MONDELEZ INTL INC CL A 86367 4649136 COM
PALO ALTO NETWORKS INC 23991 4419142 COM
ASTRAZENECA PLC SP ADR 47878 4401425 COM
ISHARES U.S. AEROSPACE & DEFEN 20047 4303890 COM
AMGEN INC 13055 4273032 COM
BUILDERS FIRSTSOURCE INC 41520 4271993 COM
INTUITIVE SURGICAL INC NEW 7393 4187099 COM
NOVARTIS AG SP ADR 29320 4042348 COM
SHERWIN WILLIAMS CO 12435 4029313 COM
HEICO CORP 12057 3901525 COM
CROWDSTRIKE HOLDINGS INC CL A 8006 3752893 COM
EXTRA SPACE STORAGE INC 26007 3386632 COM
ISHARES RUSSELL 2000 GROWTH ET 10299 3326680 ETF
ISHARES RUSSELL 1000 GROWTH ET 6319 2990783 ETF
VANGUARD INDEX FUNDS 500 INDEX 4579 2893471 MF
CISCO SYSTEMS INC 36979 2848492 COM
COTERRA ENERGY INC 105291 2771259 COM
ISHARES BIOTECHNOLOGY FUND 15831 2671798 COM
SONY GROUP CORPORATION SP ADR 101550 2599680 COM
META PLATFORMS INC CL A 3938 2599434 COM
REGENERON PHARMACEUTICALS 3350 2585764 COM
QUANTA SERVICES INC 5769 2434864 COM
PARKER-HANNIFIN CORP 2744 2411866 COM
CHURCH & DWIGHT CO INC 27915 2340673 COM
SPDR S&P BIOTECH ETF 18824 2295210 COM
HOWMET AEROSPACE INC 10219 2095099 COM
WHEATON PRECIOUS METALS CORP 17462 2052134 COM
ROLLINS INC 32244 1935285 COM
ACCENTURE PLC IRELAND CLASS A 7076 1898491 COM
ILLINOIS TOOL WORKS INC 7294 1796512 COM
INVESCO S&P 500 EQUAL WEIGHT E 9089 1741089 ETF
ORACLE CORP 8851 1725148 COM
ISHARES MSCI EAFE ETF 17451 1675820 ETF
SPDR DOW JONES INDUSTRIAL AVER 3466 1665656 ETF
CRH PLC 13109 1636003 COM
SPDR S&P MIDCAP 400 ETF 2705 1631872 ETF
MARRIOTT INTL INC CL A 5190 1610146 COM
REPUBLIC SERVICES INC 7554 1600919 COM
WAL-MART INC 14290 1592049 COM
GRAINGER W W INC 1572 1586227 COM
TAKE-TWO INTERACTIVE SOFTWARE 5857 1499568 COM
ARROWHEAD PHARMACEUTICALS INC 22000 1460580 COM
BANK OF AMERICA CORP 24274 1335069 COM
OLD WESTBURY FUNDS INC LARGE C 62372 1289854 MF
TJX COS INC 8311 1276653 COM
BLACKROCK INC 1182 1265142 COM
EASTERN BANKSHARES INC 68256 1257958 COM
ISHARES RUSSELL 2000 ETF 5103 1256154 ETF
SALESFORCE INC 4583 1214083 COM
ISHARES S&P 500 GROWTH ETF 9704 1196115 ETF
VANGUARD DIVIDEND APPRECIATION 5307 1166372 ETF
IRON MOUNTAIN INC 14044 1164950 COM
COSTCO WHOLESALE CORP 1350 1164159 COM
AXON ENTERPRISE INC 1981 1125069 COM
METTLER TOLEDO INTERNATIONAL 802 1118140 COM
PALANTIR TECHNOLOGIES INC CL A 6268 1114137 COM
CURTISS WRIGHT CORP 2011 1108604 COM
DISNEY WALT CO 9591 1091168 COM
TRANE TECHNOLOGIES PLC 2735 1064462 COM
PUBLIC STORAGE 4000 1038000 COM
PRINCIPAL FUNDS INC MID CAP FU 23680 1013741 MF
COMMERCIAL METALS CO 14433 999052 COM
CABOT CORP 15000 994200 COM
ASML HOLDING NV NY REGISTRY 918 982131 COM
HEALTH CARE SELECT SECTOR SPDR 6201 959915 COM
AGNICO EAGLE MINES LTD 5590 947673 COM
VANGUARD S&P 500 ETF 1506 944458 ETF
ISHARES S&P MIDCAP FUND 13853 914298 ETF
ALTRIA GROUP INC 15829 912700 COM
OTIS WORLDWIDE CORP 10365 905383 COM
YUM BRANDS INC 5926 896485 COM
HONEYWELL INTL INC 4332 845130 COM
UNITEDHEALTH GROUP INC 2543 839470 COM
LAM RESEARCH CORP NEW 4773 817042 COM
TRANSDIGM GROUP INC 609 809879 COM
BERKLEY W R CORP 11310 793057 COM
VANECK GOLD MINERS ETF 9100 780507 COM
ISHARES RUSSELL MID-CAP ETF 8036 773626 ETF
MSCI INC 1330 763061 COM
SS&C TECHNOLOGIES HOLDINGS INC 8723 762565 COM
INTERCONTINENTAL EXCHANGE INC 4667 755867 COM
INTL BUSINESS MACHINES 2518 745857 COM
INTUIT 1120 741910 COM
DELAWARE EQUITY FUNDS V SMALL 24281 740328 MF
VALERO ENERGY CORP 4459 725881 COM
AMERICAN TOWER CORP 4074 715272 COM
ISHARES S&P SMALL-CAP FUND 5902 709302 ETF
OLD WESTBURY FUNDS INC ALL CAP 27465 707775 MF
VANGUARD MID-CAP INDEX FUND 2434 706252 ETF
STARBUCKS CORP 8297 698690 COM
TXNM ENERGY INC COM 11844 697375 COM
NEW PERSPECTIVE FUND INC 9416 664886 MF
PFIZER INC 26649 663560 COM
FIDELITY TR 500 INDEX FUND 2771 658785 MF
FIDELITY ASSET MGR 38561 658234 MF
NIKE INC CL B 10009 637673 COM
CHUBB LIMITED 2039 636413 COM
WILLIAMS COS INC 10572 635483 COM
PACKAGING CORP AMERICA 3008 620340 COM
DOVER CORP 3172 619301 COM
NEXTERA ENERGY INC 7704 618477 COM
EMERSON ELECTRIC CO 4639 615688 COM
BROADRIDGE FINANCIAL SOLUTIONS 2716 606130 COM
ANALOG DEVICES INC 2234 605861 COM
TRAVELERS COMPANIES INC 2062 598104 COM
CYBERARK SOFTWARE LTD 1336 595936 COM
ADOBE SYSTEMS INCORPORATED 1697 593933 COM
VANGUARD FTSE EMERGING MARKETS 10926 587382 ETF
DANAHER CORPORATION 2548 583288 COM
ARTISAN PARTNERS FUNDS INC INT 10823 582041 MF
NESTLE SA SP ADR 5820 574900 COM
PERFORMANCE FOOD GROUP CO 6322 568474 COM
SNAP ON INC 1618 557563 COM
ENTERPRISE PRODUCTS PARTNERS L 17290 554317 COM
BJS WHSL CLUB HOLDINGS INC 6119 550894 COM
SPOTIFY TECHNOLOGY SA 905 525543 COM
ISHARES CORE S&P 500 ETF 754 516445 ETF
WATSCO INC 1509 508458 COM
SCHWAB CAPITAL TRUST S&P 500ID 28130 493404 MF
VANGUARD FTSE DEVELOPED MARKET 7831 489203 ETF
ISHARES SELECT DIVIDEND ETF 3385 477759 ETF
VERTIV HOLDINGS CO CL A 2922 473393 COM
CHENIERE ENERGY INC NEW 2430 472368 COM
SIMON PROPERTY GROUP INC 2527 467773 COM
CORNING INC 5255 460128 COM
BLACKSTONE REIT INC CL I 32370 453660 COM
ISHARES S&P 500 VALUE ETF 2112 447892 ETF
LOCKHEED MARTIN CORP 913 441591 COM
SAP SE SP ADR 1794 435781 COM
LPL FINANCIAL HOLDINGS INC 1210 432176 COM
FINANCIAL SELECT SECTOR SPDR F 7833 429013 COM
MCCORMICK & CO INC NON VTG 6286 428139 COM
WEC ENERGY GROUP INC 4052 427324 COM
VANGUARD FTSE ALL-WORLD EX US 5729 421425 ETF
WISDOMTREE INDIA EARNINGS FUND 9052 419017 ETF
CONOCOPHILLIPS 4444 416003 COM
PNC FINANCIAL SERVICES GROUP I 1989 415164 COM
WATERS CORP 1072 407178 COM
ALLSTATE CORP 1931 401938 COM
INVESCO QQQ TRUST 643 395001 ETF
FIDELITY CONTRAFUND NEW INSIGH 8076 393954 MF
LOEWS CORP 3631 382381 COM
FRANKLIN CUSTODIAN FUNDS GROWT 2758 371311 MF
US BANCORP DEL 6916 369038 COM
FIDELITY CONTRAFUND 14704 357300 MF
BROOKFIELD CORP CL A 7662 351609 COM
NORFOLK SOUTHERN CORP 1196 345309 COM
INTEL CORP 9034 333355 COM
VANGUARD STAR FUNDS TL INT STO 8188 331862 MF
OLD WESTBURY FUNDS INC SML MID 18864 328419 MF
HARRIS ASSOC INV TR OAKMRK SLT 3601 328061 MF
DOMINION ENERGY INC 5557 325585 COM
HARBOR FUNDS CAP APPREC INST 2790 325318 MF
DUTCH BROTHERS INC CL A 5288 323731 COM
MONGODB INC CL A 762 319804 COM
NRG ENERGY INC NEW 2008 319754 COM
FTAI AVIATION LTD 1580 311023 COM
PROLOGIS INC 2433 310597 COM
MILLROSE PROPERTIES INC CL A 10325 308408 COM
PHILIP MORRIS INTL INC 1918 307647 COM
VERIZON COMMUNICATIONS INC 7549 307471 COM
ISHARES RUSSELL 1000 VALUE ETF 1449 304783 ETF
CADENCE BANK 6934 297053 COM
ECOLAB INC 1130 296648 COM
PUBLIC SERVICE ENTERPRISE GROU 3629 291409 COM
COGNIZANT TECHNOLOGY SOLUTIONS 3485 289255 COM
CHECK POINT SOFTWARE TECH LTD 1554 288360 COM
DEERE & CO 606 282135 COM
JACOBS SOLUTIONS INC 2115 280153 COM
HARDING LOEVNER FUNDS INC INTL 10261 278684 MF
HF SINCLAIR CORP 5799 267218 COM
COPART INC 6630 259564 COM
BARRICK MINING CORP 5950 259122 COM
HARRIS ASSOC INV TR OAKMARK AD 1504 258704 MF
AMERICAN ELECTRIC POWER CO INC 2201 253797 COM
AIRBUS SE UNSPONSORED ADR 4325 250504 ADR
GILDAN ACTIVEWEAR INC 4000 249840 COM
COCA-COLA EUROPACIFIC PARTNERS 2676 242713 COM
CUMMINS INC 472 240932 COM
APPLIED MATERIALS INC 921 236688 COM
XYLEM INC 1732 235864 COM
TC ENERGY CORP 4250 233792 COM
ABB LTD SP ADR 3140 232266 COM
FIDELITY MSCI INFORMATION TECH 1028 230961 ETF
BOOKING HOLDINGS INC 43 230279 COM
BROOKFIELD RENEWABLE CORP CL A 6000 230040 COM
FIDELITY NASDAQ COMPOSITE INDE 2516 229962 ETF
TOAST INC CL A 6461 229430 COM
ISHARES MSCI USA MIN VOL FACTO 2407 226643 ETF
S&P GLOBAL INC 433 226281 COM
SMUCKER J M CO NEW 2299 224865 COM
ONEOK INC 3004 220794 COM
ISHARES CURRENCY HEDGED MSCI E 5300 219208 ETF
AMCOR PLC 25985 216715 COM
VANGUARD SMALL-CAP GROWTH INDE 715 216009 ETF
FIDELITY GROWTH DISCOVERY 3006 209834 MF
MOODYS CORP 410 209448 COM
FREEPORT-MCMORAN INC CL B 4105 208493 COM
MICRON TECHNOLOGY INC 728 207778 COM
COLGATE PALMOLIVE CO 2603 205689 COM
TAIWAN SEMICONDUCTOR MFG LTD S 670 203606 COM
SCHWAB U.S. LARGE-CAP ETF 7502 201879 ETF
VANGUARD MA TAX EXEMPT FUND 15678 158972 MF
BLACKROCK FUNDS IV SYSTAMT MLT 15001 155560 MF
FEDERATED HERMES EQUITY FUNDS 20509 114648 MF
BLACKROCK MGD FUND INST 11001 106595 MF
ELICIO THERAPEUTICS INC 10000 79600 COM
PROQR THRAPEUTICS NV EURO 25000 50500 COM
SEARCHLIGHT MINERALS CORP NEW 27000 135 COM