Moody Lynn Lieberson & Walker, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 14, 2026, Moody Lynn Lieberson & Walker, Llc disclosed 261 stock positions valued at approximately $1.93B as of quarter-end September 30, 2026. The largest holdings include NVIDIA CORPORATION, ALPHABET INC CAP STOCK CL A, and BROADCOM INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 261
- Portfolio Value
- $1.93B
Holdings by Sector
Moody Lynn Lieberson & Walker, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 7.61% | 641,876 | +7,897 | +1.25% | $146,591,641 |
| ALPHABET INC CAP STOCK CL A | GOOGL | Communication Services | 6.88% | 385,320 | +147 | +0.04% | $132,580,906 |
| BROADCOM INC | AVGO | Technology | 5.52% | 302,677 | -5,548 | -1.80% | $106,297,136 |
| MICROSOFT CORP | MSFT | Technology | 5.09% | 191,360 | +5,075 | +2.72% | $98,148,511 |
| APPLE INC | AAPL | Technology | 4.90% | 283,600 | +1,419 | +0.50% | $94,444,472 |
| LILLY ELI & CO | LLY | Healthcare | 4.90% | 81,580 | +413 | +0.51% | $94,394,586 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 3.51% | 204,263 | +8,340 | +4.26% | $67,576,328 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 3.42% | 264,863 | +13,413 | +5.33% | $65,990,616 |
| SPDR GOLD SHARES | GLD | Other | 3.02% | 152,964 | +3,193 | +2.13% | $58,254,810 |
| BERKSHIRE HATHAWAY INC CL B NE | BRK-B | Financial Services | 2.49% | 96,402 | -1,079 | -1.11% | $48,003,376 |
| MORGAN STANLEY | MS | Financial Services | 2.49% | 255,213 | -1,176 | -0.46% | $48,000,461 |
| ABBVIE INC | ABBV | Healthcare | 2.36% | 173,972 | +5,008 | +2.96% | $45,509,335 |
| GE VERNOVA INC | GEV | Utilities | 2.21% | 44,796 | -5,184 | -10.37% | $42,578,150 |
| MASTERCARD INCORPORATED CL A | MA | Financial Services | 2.15% | 75,008 | -182 | -0.24% | $41,364,662 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.90% | 138,264 | +3,607 | +2.68% | $36,604,011 |
| WASTE MANAGEMENT INC DEL | WM | Industrials | 1.90% | 179,388 | -212 | -0.12% | $36,580,801 |
| LINDE PLC | LIN | Basic Materials | 1.71% | 69,537 | -558 | -0.80% | $33,005,737 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 1.54% | 56,875 | +251 | +0.44% | $29,734,819 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.47% | 41,942 | +1,022 | +2.50% | $28,312,947 |
| ABBOTT LABORATORIES | ABT | Healthcare | 1.44% | 281,504 | +33,287 | +13.41% | $27,821,040 |
| EATON CORP PLC | ETN | Industrials | 1.41% | 63,026 | +165 | +0.26% | $27,082,902 |
| BLACKSTONE INC | BX | Financial Services | 1.36% | 233,783 | +1,438 | +0.62% | $26,204,736 |
| CHEVRON CORP | CVX | Energy | 1.29% | 121,465 | +1,215 | +1.01% | $24,804,368 |
| HITACHI LTD ADR 2 | HTHIY | Industrials | 1.15% | 644,165 | +15,079 | +2.40% | $22,243,017 |
| COCA-COLA CO | KO | Consumer Defensive | 1.09% | 243,037 | +134 | +0.06% | $20,920,625 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 1.03% | 121,369 | +19,351 | +18.97% | $19,752,805 |
| STATE STREET SPDR S&P 500 ETF | SPY | Other | 1.00% | 25,358 | +4,931 | +24.14% | $19,338,772 |
| MERCK & CO INC | MRK | Healthcare | 0.97% | 129,062 | +18,515 | +16.75% | $18,753,999 |
| STRYKER CORPORATION | SYK | Healthcare | 0.96% | 67,329 | -10,483 | -13.47% | $18,541,733 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.96% | 123,572 | +18,038 | +17.09% | $18,418,407 |
Showing 30 of 261 holdings in the latest reporting period.