MOODY LYNN & LIEBERSON, LLC

CIK: 0000938592SEC EDGAR →

Portfolio Value

$1.9B

Holdings

265

As of

Q4 2025

New Positions

265

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	GOOGL ALPHABET INC CAP STOCK CL A	401,051	$125.5M	6.65%
2	NVDA NVIDIA CORPORATION	648,177	$120.9M	6.41%
3	AVGO BROADCOM INC	328,303	$113.6M	6.02%
4	MSFT MICROSOFT CORP	193,921	$93.8M	4.97%
5	LLY LILLY ELI & CO	83,620	$89.9M	4.76%
6	AAPL APPLE INC	279,130	$75.9M	4.02%
7	GQ9 SPDR GOLD SHARES	185,912	$73.7M	3.90%
8	JPM JPMORGAN CHASE & CO	209,482	$67.5M	3.58%
9	AMZN AMAZON.COM INC	242,736	$56.0M	2.97%
10	BRK/B BERKSHIRE HATHAWAY INC CL B NE	97,792	$49.2M	2.61%

Quarterly Changes

Top Buys

GOOGLNEW

$125.5M

NVDANEW

$120.9M

AVGONEW

$113.6M

MSFTNEW

$93.8M

LLYNEW

$89.9M

Top Sells

No sells this quarter

New Positions (265)

GOOGL

$125.5M · 401K shares

NVDA

$120.9M · 648K shares

AVGO

$113.6M · 328K shares

$93.8M · 194K shares

$89.9M · 84K shares

$75.9M · 279K shares

$73.7M · 186K shares

$67.5M · 209K shares

$56.0M · 243K shares

$49.2M · 98K shares

$46.6M · 262K shares

$45.5M · 80K shares

ABBV

$44.0M · 192K shares

$43.0M · 279K shares

$40.9M · 186K shares

$33.8M · 270K shares

$32.5M · 347K shares

$29.5M · 84K shares

$28.3M · 66K shares

$25.8M · 81K shares

$25.3M · 122K shares

$24.9M · 55K shares

$24.4M · 37K shares

$23.7M · 41K shares

$23.6M · 69K shares

$22.7M · 148K shares

$17.5M · 187K shares

$16.8M · 538K shares

$16.6M · 75K shares

$16.4M · 235K shares

GOOG

$16.3M · 52K shares

$14.9M · 170K shares

NOC

$14.1M · 25K shares

CVX

$13.9M · 92K shares

SPY

$13.9M · 20K shares

$13.5M · 39K shares

$11.9M · 97K shares

$11.9M · 83K shares

$11.2M · 37K shares

$11.1M · 48K shares

$10.6M · 34K shares

XOM

$10.2M · 85K shares

RTX

$8.6M · 47K shares

ANET

$7.8M · 60K shares

$7.0M · 8K shares

$6.7M · 47K shares

$6.0M · 18K shares

$5.8M · 16K shares

$5.4M · 59K shares

$5.3M · 33K shares

$5.2M · 30K shares

$4.9M · 7K shares

$4.7M · 45K shares

$4.7M · 35K shares

$4.7M · 18K shares

$4.7M · 16K shares

$4.6M · 86K shares

$4.4M · 24K shares

$4.4M · 48K shares

$4.3M · 20K shares

$4.3M · 13K shares

$4.3M · 42K shares

$4.2M · 7K shares

$4.0M · 29K shares

$4.0M · 12K shares

$3.9M · 12K shares

$3.8M · 8K shares

$3.4M · 26K shares

$3.3M · 10K shares

$3.0M · 6K shares

$2.9M · 5K shares

$2.8M · 37K shares

$2.8M · 105K shares

$2.7M · 16K shares

$2.6M · 4K shares

$2.6M · 102K shares

$2.6M · 3K shares

$2.4M · 6K shares

$2.4M · 3K shares

$2.3M · 28K shares

$2.3M · 19K shares

$2.1M · 10K shares

$2.1M · 17K shares

$1.9M · 32K shares

$1.9M · 7K shares

$1.8M · 7K shares

$1.7M · 9K shares

$1.7M · 9K shares

$1.7M · 17K shares

$1.7M · 3K shares

$1.6M · 13K shares

$1.6M · 3K shares

$1.6M · 5K shares

$1.6M · 8K shares

$1.6M · 14K shares

$1.6M · 2K shares

$1.5M · 6K shares

$1.5M · 22K shares

$1.3M · 24K shares

$1.3M · 62K shares

$1.3M · 8K shares

$1.3M · 1K shares

$1.3M · 68K shares

$1.3M · 5K shares

$1.2M · 5K shares

$1.2M · 10K shares

$1.2M · 5K shares

$1.2M · 14K shares

$1.2M · 1K shares

$1.1M · 2K shares

$1.1M · 802 shares

$1.1M · 6K shares

$1.1M · 2K shares

DIS

$1.1M · 10K shares

$1.1M · 3K shares

$1.0M · 4K shares

$1.0M · 24K shares

$999K · 14K shares

$994K · 15K shares

$982K · 918 shares

$959K · 6K shares

$947K · 6K shares

$944K · 2K shares

$914K · 14K shares

$912K · 16K shares

$905K · 10K shares

$896K · 6K shares

$845K · 4K shares

$839K · 3K shares

$817K · 5K shares

$809K · 609 shares

$793K · 11K shares

$780K · 9K shares

$773K · 8K shares

$763K · 1K shares

$762K · 9K shares

$755K · 5K shares

$745K · 3K shares

$741K · 1K shares

$740K · 24K shares

$725K · 4K shares

$715K · 4K shares

$709K · 6K shares

$707K · 27K shares

$706K · 2K shares

$698K · 8K shares

$697K · 12K shares

$664K · 9K shares

$663K · 27K shares

$658K · 39K shares

$658K · 3K shares

$637K · 10K shares

$636K · 2K shares

$635K · 11K shares

$620K · 3K shares

$619K · 3K shares

$618K · 8K shares

$615K · 5K shares

$606K · 3K shares

$605K · 2K shares

$598K · 2K shares

$595K · 1K shares

$593K · 2K shares

$587K · 11K shares

$583K · 3K shares

$582K · 11K shares

$574K · 6K shares

$568K · 6K shares

$557K · 2K shares

$554K · 17K shares

$550K · 6K shares

$525K · 905 shares

$516K · 754 shares

$508K · 2K shares

$493K · 28K shares

$489K · 8K shares

$477K · 3K shares

$473K · 3K shares

$472K · 2K shares

$467K · 3K shares

$460K · 5K shares

$453K · 32K shares

$447K · 2K shares

$441K · 913 shares

$435K · 2K shares

$432K · 1K shares

$429K · 8K shares

$428K · 6K shares

$427K · 4K shares

$421K · 6K shares

$419K · 9K shares

$416K · 4K shares

$415K · 2K shares

$407K · 1K shares

$401K · 2K shares

$395K · 643 shares

$393K · 8K shares

$382K · 4K shares

FKGRX

$371K · 3K shares

USB

$369K · 7K shares

FCNTX

$357K · 15K shares

$351K · 8K shares

$345K · 1K shares

$333K · 9K shares

$331K · 8K shares

$328K · 4K shares

$328K · 19K shares

$325K · 6K shares

$325K · 3K shares

$323K · 5K shares

$319K · 762 shares

$319K · 2K shares

$311K · 2K shares

$310K · 2K shares

$308K · 10K shares

$307K · 8K shares

$307K · 2K shares

$304K · 1K shares

$297K · 7K shares

$296K · 1K shares

$291K · 4K shares

$289K · 3K shares

$288K · 2K shares

$282K · 606 shares

$280K · 2K shares

HLMIX

$278K · 10K shares

DINO

$267K · 6K shares

CPRT

$259K · 7K shares

$259K · 6K shares

$258K · 2K shares

$253K · 2K shares

$250K · 4K shares

$249K · 4K shares

$242K · 3K shares

$240K · 472 shares

$236K · 921 shares

$235K · 2K shares

$233K · 4K shares

$232K · 3K shares

$230K · 6K shares

$230K · 43 shares

$230K · 1K shares

$229K · 6K shares

$229K · 3K shares

$226K · 2K shares

$226K · 433 shares

$224K · 2K shares

$220K · 3K shares

$219K · 5K shares

$216K · 26K shares

$216K · 715 shares

$209K · 3K shares

$209K · 410 shares

$208K · 4K shares

$207K · 728 shares

$205K · 3K shares

$203K · 670 shares

$201K · 8K shares

$158K · 16K shares

$155K · 15K shares

$114K · 21K shares

$106K · 11K shares

$79K · 10K shares

$50K · 25K shares

$0 · 27K shares

Sector Breakdown

Sector	# Holdings	Value	%
Technology	38	$496.2M	26.3%
Healthcare	22	$313.4M	16.6%
Financial Services	58	$262.4M	13.9%
Unknown	40	$195.2M	10.3%
Communication Services	7	$180.0M	9.5%
Industrials	35	$167.5M	8.9%
Consumer Cyclical	16	$106.6M	5.7%
Consumer Defensive	13	$47.5M	2.5%
Utilities	9	$42.1M	2.2%
Basic Materials	9	$38.0M	2.0%
Energy	11	$30.5M	1.6%
Real Estate	7	$7.4M	0.4%