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 ($113.63M).
The chart below shows the top 10 valuable assets, and the table below shows the top 265 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
MOODY LYNN & LIEBERSON, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | 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 |