Moody Lynn Lieberson & Walker, Llc Portfolio Stock Holdings
Moody Lynn Lieberson & Walker, Llc disclosed 264 stock positions valued at approximately $1.9 billion in its latest SEC 13F filing. The largest holdings include ALPHABET INC CAP STOCK CL A, NVIDIA CORPORATION, and BROADCOM INC. The filing reflects positions held as of June 30, 2026 and was filed on July 20, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 264
- Portfolio Value
- $1.9B
Holdings by Sector
Moody Lynn Lieberson & Walker, Llc Portfolio Holdings in Q2 2026
237 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC CAP STOCK CL A | GOOGL | Communication Services | 7.26% | 385,173 | -15,632 | -3.90% | $137,649,275 |
| NVIDIA CORPORATION | NVDA | Technology | 6.69% | 633,979 | -8,595 | -1.34% | $126,852,858 |
| BROADCOM INC | AVGO | Technology | 6.14% | 308,225 | -15,054 | -4.66% | $116,431,994 |
| LILLY ELI & CO | LLY | Healthcare | 5.14% | 81,167 | -2,255 | -2.70% | $97,354,135 |
| APPLE INC | AAPL | Technology | 4.31% | 282,181 | +3,619 | +1.30% | $81,651,894 |
| MICROSOFT CORP | MSFT | Technology | 3.67% | 186,285 | -9,056 | -4.64% | $69,488,007 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 3.38% | 195,923 | -5,542 | -2.75% | $64,131,476 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 3.16% | 251,450 | +6,377 | +2.60% | $59,930,593 |
| GE VERNOVA INC | GEV | Utilities | 3.10% | 49,980 | -604 | -1.19% | $58,719,503 |
| SPDR GOLD SHARES | GLD | Other | 2.91% | 149,771 | -23,351 | -13.49% | $55,172,641 |
| MORGAN STANLEY | MS | Financial Services | 2.83% | 256,389 | +7,022 | +2.82% | $53,595,557 |
| BERKSHIRE HATHAWAY INC CL B NE | BRK-B | Financial Services | 2.57% | 97,481 | -2,816 | -2.81% | $48,778,518 |
| ABBVIE INC | ABBV | Healthcare | 2.24% | 168,964 | -7,329 | -4.16% | $42,518,101 |
| WASTE MANAGEMENT INC DEL | WM | Industrials | 2.11% | 179,600 | -8,608 | -4.57% | $40,029,248 |
| MASTERCARD INCORPORATED CL A | MA | Financial Services | 2.04% | 75,190 | -4,644 | -5.82% | $38,617,584 |
| LINDE PLC | LIN | Other | 1.92% | 70,095 | -1,542 | -2.15% | $36,375,099 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.80% | 134,657 | +8,097 | +6.40% | $34,198,838 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 1.48% | 56,624 | -1,016 | -1.76% | $28,126,840 |
| BLACKSTONE INC | BX | Financial Services | 1.44% | 232,345 | +4,973 | +2.19% | $27,340,036 |
| EATON CORP PLC | ETN | Other | 1.41% | 62,861 | -1,933 | -2.98% | $26,786,329 |
| STRYKER CORPORATION | SYK | Healthcare | 1.29% | 77,812 | -7,956 | -9.28% | $24,498,330 |
| ABBOTT LABORATORIES | ABT | Healthcare | 1.19% | 248,217 | +41,592 | +20.13% | $22,523,211 |
| HOME DEPOT INC | HD | Consumer Cyclical | 1.18% | 63,531 | -4,425 | -6.51% | $22,406,113 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.08% | 40,920 | -1,554 | -3.66% | $20,515,651 |
| CHEVRON CORP | CVX | Energy | 1.05% | 120,250 | -1,553 | -1.28% | $19,932,640 |
| COCA-COLA CO | KO | Consumer Defensive | 1.04% | 242,903 | -14,981 | -5.81% | $19,740,727 |
| NETFLIX INC | NFLX | Communication Services | 1.02% | 269,678 | -29,545 | -9.87% | $19,255,009 |
| ALPHABET INC CAP STOCK CL C | GOOG | Communication Services | 0.92% | 49,445 | +862 | +1.77% | $17,470,402 |
| HITACHI LTD ADR 2 | HTHIY | Industrials | 0.92% | 629,086 | +58,936 | +10.34% | $17,394,228 |
| FERGUSON ENTERPRISES INC COMMO | FERG | Industrials | 0.89% | 70,977 | +4,379 | +6.58% | $16,844,971 |
| UNION PACIFIC CORP | UNP | Industrials | 0.86% | 60,192 | -1,041 | -1.70% | $16,372,224 |
| SOUTHERN CO | SO | Utilities | 0.81% | 159,767 | -18,450 | -10.35% | $15,291,300 |
| STATE STREET SPDR S&P 500 ETF | SPY | Other | 0.80% | 20,427 | +2,879 | +16.41% | $15,254,271 |
| MERCK & CO INC | MRK | Healthcare | 0.75% | 110,547 | +60,711 | +121.82% | $14,205,289 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.74% | 41,381 | +6,079 | +17.22% | $14,111,749 |
| EXXON MOBIL CORP | XOM | Energy | 0.74% | 102,018 | -143 | -0.14% | $13,947,901 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.70% | 105,534 | -13,725 | -11.51% | $13,333,166 |
| VISA INC CL A | V | Financial Services | 0.68% | 37,796 | -134 | -0.35% | $12,967,430 |
| GENERAL ELECTRIC CO NEW | GE | Industrials | 0.67% | 34,205 | +209 | +0.61% | $12,783,435 |
| AMERICAN ELECTRIC POWER CO INC | AEP | Utilities | 0.62% | 85,654 | +53,326 | +164.95% | $11,718,324 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.54% | 37,799 | +1,033 | +2.81% | $10,217,448 |
| TEXAS INSTRUMENTS INC | TXN | Technology | 0.51% | 32,460 | +1,222 | +3.91% | $9,675,352 |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 0.45% | 16,648 | -12,448 | -42.78% | $8,478,993 |
| CISCO SYSTEMS INC | CSCO | Technology | 0.43% | 68,613 | +31,882 | +86.80% | $8,059,283 |
| MONDELEZ INTL INC CL A | MDLZ | Consumer Defensive | 0.42% | 138,306 | -528 | -0.38% | $7,999,619 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.42% | 7,888 | +285 | +3.75% | $7,977,687 |
| PEPSICO INC | PEP | Consumer Defensive | 0.36% | 50,369 | -54,544 | -51.99% | $6,819,963 |
| VANGUARD TOTAL STOCK MARKET IN | VTI | Other | 0.35% | 18,026 | +21 | +0.12% | $6,670,237 |
| RTX CORPORATION COM | RTX | Industrials | 0.35% | 34,638 | -11,112 | -24.29% | $6,571,868 |
| PROCTER AND GAMBLE CO | PG | Consumer Defensive | 0.33% | 42,696 | -3,764 | -8.10% | $6,260,888 |
| AMPHENOL CORP CL A | APH | Technology | 0.32% | 33,887 | -65 | -0.19% | $5,974,956 |
| NESTLE SA SP ADR | NSRGY | Consumer Defensive | 0.30% | 54,771 | +49,083 | +862.92% | $5,624,434 |
| ARISTA NETWORKS INC | ANET | Other | 0.27% | 29,811 | +10 | +0.03% | $5,064,293 |
| VANGUARD FTSE EMERGING MARKETS | VWO | Other | 0.25% | 78,551 | +70,814 | +915.26% | $4,688,709 |
| NOVARTIS AG SP ADR | NVS | Healthcare | 0.24% | 28,965 | +682 | +2.41% | $4,539,395 |
| WELLS FARGO CO | WFC | Financial Services | 0.24% | 54,365 | -142,131 | -72.33% | $4,492,724 |
| ANALOG DEVICES INC | ADI | Technology | 0.24% | 11,257 | +9,034 | +406.39% | $4,470,943 |
| CRH PLC | CRH | Other | 0.21% | 38,081 | +23,483 | +160.86% | $4,074,667 |
| AUTOMATIC DATA PROCESSING INC | ADP | Technology | 0.21% | 18,125 | -61 | -0.34% | $4,059,094 |
| ISHARES RUSSELL 2000 GROWTH ET | IWO | Other | 0.21% | 10,299 | - | - | $4,057,394 |
| QUANTA SERVICES INC | PWR | Industrials | 0.21% | 5,514 | +87 | +1.60% | $3,970,301 |
| HOWMET AEROSPACE INC | HWM | Industrials | 0.21% | 14,677 | +742 | +5.32% | $3,946,058 |
| IDEXX LABORATORIES INC | IDXX | Healthcare | 0.20% | 7,272 | +22 | +0.30% | $3,828,272 |
| TAIWAN SEMICONDUCTOR MFG LTD S | TSM | Technology | 0.20% | 7,869 | +7,199 | +1074.48% | $3,757,998 |
| EXTRA SPACE STORAGE INC | EXR | Real Estate | 0.20% | 25,688 | -34 | -0.13% | $3,732,466 |
| CUMMINS INC | CMI | Industrials | 0.18% | 4,846 | +4,344 | +865.34% | $3,456,216 |
| VANGUARD INDEX FUNDS 500 INDEX | VFIAX | Other | 0.17% | 4,657 | -80 | -1.69% | $3,222,796 |
| OREILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 0.17% | 34,335 | +1,627 | +4.97% | $3,161,910 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 0.16% | 8,963 | +115 | +1.30% | $3,086,140 |
| DEVON ENERGY CORP | DVN | Energy | 0.16% | 73,641 | +73,641 | +100.00% | $3,042,846 |
| CHURCH & DWIGHT CO INC | CHD | Consumer Defensive | 0.16% | 30,858 | +233 | +0.76% | $2,989,523 |
| ISHARES RUSSELL 1000 GROWTH ET | IWF | Other | 0.15% | 23,656 | +17,717 | +298.32% | $2,937,366 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.14% | 2,777 | +35 | +1.28% | $2,716,239 |
| MARRIOTT INTL INC CL A | MAR | Consumer Cyclical | 0.14% | 6,987 | +671 | +10.62% | $2,589,312 |
| INTUITIVE SURGICAL INC NEW | ISRG | Healthcare | 0.13% | 6,299 | -1,088 | -14.73% | $2,504,986 |
| TECHNOLOGY SELECT SECTOR SPDR | XLK | Other | 0.12% | 11,917 | +11,917 | +100.00% | $2,270,427 |
| HEICO CORP CL A | HEI-A | Industrials | 0.12% | 8,565 | +8,565 | +100.00% | $2,208,999 |
| GRAINGER W W INC | GWW | Industrials | 0.11% | 1,579 | +7 | +0.45% | $2,148,072 |
| NEUROCRINE BIOSCIENCES INC | NBIX | Healthcare | 0.11% | 12,591 | +12,591 | +100.00% | $2,122,024 |
| META PLATFORMS INC CL A | META | Communication Services | 0.11% | 3,588 | -119 | -3.21% | $2,021,085 |
| ILLINOIS TOOL WORKS INC | ITW | Industrials | 0.10% | 7,284 | -20 | -0.27% | $1,970,103 |
| DEERE & CO | DE | Industrials | 0.10% | 3,102 | -1,217 | -28.18% | $1,967,692 |
| HEICO CORP | HEI | Industrials | 0.10% | 5,413 | +329 | +6.47% | $1,928,056 |
| LAM RESEARCH CORP NEW | LRCX | Other | 0.10% | 4,440 | - | - | $1,923,985 |
| STATE STR SPDR S&P MIDCAP 400 | MDY | Other | 0.10% | 2,705 | - | - | $1,902,535 |
| ISHARES RUSSELL 2000 ETF | IWM | Other | 0.10% | 6,077 | +901 | +17.41% | $1,825,835 |
| INVESCO S&P 500 EQUAL WEIGHT E | RSP | Other | 0.10% | 8,523 | -1,009 | -10.59% | $1,813,439 |
| STATE STR SPDR DOW JONES INDL | DIA | Other | 0.10% | 3,461 | -5 | -0.14% | $1,807,992 |
| IRON MOUNTAIN INC | IRM | Real Estate | 0.09% | 14,195 | +130 | +0.92% | $1,792,970 |
| ASML HOLDING NV NY REGISTRY | ASML | Other | 0.09% | 843 | +54 | +6.84% | $1,677,098 |
| TJX COS INC | TJX | Consumer Cyclical | 0.09% | 11,023 | -31 | -0.28% | $1,669,984 |
| REPUBLIC SERVICES INC | RSG | Industrials | 0.09% | 7,644 | +72 | +0.95% | $1,628,784 |
| WAL-MART INC | WMT | Consumer Defensive | 0.09% | 14,311 | - | - | $1,620,864 |
| EASTERN BANKSHARES INC | EBC | Financial Services | 0.08% | 69,036 | +780 | +1.14% | $1,535,361 |
| CURTISS WRIGHT CORP | CW | Industrials | 0.08% | 1,981 | +24 | +1.23% | $1,501,123 |
| BHP GROUP LTD SP ADS | BHP | Basic Materials | 0.08% | 17,723 | -21,168 | -54.43% | $1,476,503 |
| SPDR S&P REGIONAL BANKING ETF | KRE | Other | 0.07% | 18,945 | +18,945 | +100.00% | $1,418,033 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.07% | 4,164 | +571 | +15.89% | $1,408,473 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.07% | 2,789 | +43 | +1.57% | $1,369,845 |
| CABOT CORP | CBT | Basic Materials | 0.07% | 15,000 | - | - | $1,362,300 |