Moody Lynn Lieberson & Walker, Llc Portfolio Stock Holdings
Moody Lynn Lieberson & Walker, Llc disclosed 250 stock positions valued at approximately $1.8 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 March 31, 2026 and was filed on April 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 250
- Portfolio Value
- $1.8B
Holdings by Sector
Moody Lynn Lieberson & Walker, Llc Portfolio Holdings in Q1 2026
226 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 | 6.47% | 400,805 | -246 | -0.06% | $115,255,486 |
| NVIDIA CORPORATION | NVDA | Technology | 6.29% | 642,574 | -5,603 | -0.86% | $112,064,906 |
| BROADCOM INC | AVGO | Technology | 5.62% | 323,279 | -5,024 | -1.53% | $100,058,083 |
| LILLY ELI & CO | LLY | Healthcare | 4.31% | 83,422 | -198 | -0.24% | $76,729,053 |
| SPDR GOLD SHARES | GLD | Other | 4.18% | 173,122 | -12,790 | -6.88% | $74,492,665 |
| MICROSOFT CORP | MSFT | Technology | 4.06% | 195,341 | +1,420 | +0.73% | $72,309,354 |
| APPLE INC | AAPL | Technology | 3.97% | 278,562 | -568 | -0.20% | $70,696,250 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 3.33% | 201,465 | -8,017 | -3.83% | $59,262,944 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 2.86% | 245,073 | +2,337 | +0.96% | $51,041,354 |
| BERKSHIRE HATHAWAY INC CL B NE | BRK-B | Financial Services | 2.70% | 100,297 | +2,505 | +2.56% | $48,062,322 |
| GE VERNOVA INC | GEV | Utilities | 2.48% | 50,584 | +13,216 | +35.37% | $44,154,774 |
| WASTE MANAGEMENT INC DEL | WM | Industrials | 2.43% | 188,208 | +2,011 | +1.08% | $43,248,316 |
| MORGAN STANLEY | MS | Financial Services | 2.30% | 249,367 | -12,938 | -4.93% | $41,038,327 |
| MASTERCARD INCORPORATED CL A | MA | Financial Services | 2.24% | 79,834 | +153 | +0.19% | $39,889,856 |
| ABBVIE INC | ABBV | Healthcare | 2.15% | 176,293 | -16,170 | -8.40% | $38,341,965 |
| LINDE PLC | LIN | Other | 1.99% | 71,637 | +5,350 | +8.07% | $35,514,759 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.74% | 126,560 | +4,226 | +3.45% | $30,936,326 |
| NETFLIX INC | NFLX | Communication Services | 1.61% | 299,223 | -47,443 | -13.69% | $28,770,291 |
| STRYKER CORPORATION | SYK | Healthcare | 1.58% | 85,768 | +1,777 | +2.12% | $28,182,507 |
| BLACKSTONE INC | BX | Financial Services | 1.47% | 227,372 | -51,280 | -18.40% | $26,145,506 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 1.44% | 57,640 | +2,648 | +4.82% | $25,738,566 |
| CHEVRON CORP | CVX | Energy | 1.41% | 121,803 | +30,286 | +33.09% | $25,201,041 |
| EATON CORP PLC | ETN | Other | 1.30% | 64,794 | -16,314 | -20.11% | $23,174,870 |
| HOME DEPOT INC | HD | Consumer Cyclical | 1.25% | 67,956 | -704 | -1.03% | $22,350,049 |
| ABBOTT LABORATORIES | ABT | Healthcare | 1.19% | 206,625 | -63,144 | -23.41% | $21,214,189 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.17% | 42,474 | +1,543 | +3.77% | $20,877,245 |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 1.11% | 29,096 | +4,291 | +17.30% | $19,850,455 |
| COCA-COLA CO | KO | Consumer Defensive | 1.10% | 257,884 | +22,691 | +9.65% | $19,612,078 |
| EXXON MOBIL CORP | XOM | Energy | 0.97% | 102,161 | +17,135 | +20.15% | $17,332,635 |
| SOUTHERN CO | SO | Utilities | 0.97% | 178,217 | +7,851 | +4.61% | $17,201,505 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.93% | 119,259 | +21,957 | +22.57% | $16,621,127 |
| HITACHI LTD ADR 2 | HTHIY | Industrials | 0.93% | 570,150 | +32,062 | +5.96% | $16,597,066 |
| PEPSICO INC | PEP | Consumer Defensive | 0.91% | 104,913 | +22,330 | +27.04% | $16,291,940 |
| WELLS FARGO CO | WFC | Financial Services | 0.88% | 196,496 | +9,028 | +4.82% | $15,643,047 |
| FERGUSON ENTERPRISES INC COMMO | FERG | Industrials | 0.87% | 66,598 | -8,182 | -10.94% | $15,534,649 |
| UNION PACIFIC CORP | UNP | Industrials | 0.83% | 61,233 | +13,186 | +27.44% | $14,856,350 |
| ALPHABET INC CAP STOCK CL C | GOOG | Communication Services | 0.78% | 48,583 | -3,232 | -6.24% | $13,936,519 |
| VISA INC CL A | V | Financial Services | 0.64% | 37,930 | -635 | -1.65% | $11,463,963 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.64% | 36,766 | +31 | +0.08% | $11,426,505 |
| STATE STREET SPDR S&P 500 ETF | SPY | Other | 0.64% | 17,548 | -2,817 | -13.83% | $11,412,166 |
| GENERAL ELECTRIC CO NEW | GE | Industrials | 0.54% | 33,996 | -289 | -0.84% | $9,647,045 |
| SERVICENOW INC | NOW | Technology | 0.52% | 88,379 | -59,848 | -40.38% | $9,240,024 |
| RTX CORPORATION COM | RTX | Industrials | 0.50% | 45,750 | -910 | -1.95% | $8,825,175 |
| MONDELEZ INTL INC CL A | MDLZ | Consumer Defensive | 0.45% | 138,834 | +52,467 | +60.75% | $8,002,392 |
| PROCTER AND GAMBLE CO | PG | Consumer Defensive | 0.38% | 46,460 | -383 | -0.82% | $6,710,630 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.36% | 7,603 | -316 | -3.99% | $6,432,062 |
| TEXAS INSTRUMENTS INC | TXN | Technology | 0.34% | 31,238 | +1,216 | +4.05% | $6,064,545 |
| MERCK & CO INC | MRK | Healthcare | 0.34% | 49,836 | +4,732 | +10.49% | $5,994,772 |
| BUILDERS FIRSTSOURCE INC | BLDR | Industrials | 0.33% | 72,198 | +30,678 | +73.89% | $5,944,061 |
| VANGUARD TOTAL STOCK MARKET IN | VTI | Other | 0.32% | 18,005 | +178 | +1.00% | $5,776,291 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.32% | 35,302 | +11,311 | +47.15% | $5,659,617 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 0.29% | 15,169 | -825 | -5.16% | $5,235,580 |
| AMGEN INC | AMGN | Healthcare | 0.24% | 12,366 | -689 | -5.28% | $4,350,977 |
| NOVARTIS AG SP ADR | NVS | Healthcare | 0.24% | 28,283 | -1,037 | -3.54% | $4,320,228 |
| AMPHENOL CORP CL A | APH | Technology | 0.24% | 33,952 | -918 | -2.63% | $4,289,835 |
| AMERICAN ELECTRIC POWER CO INC | AEP | Utilities | 0.24% | 32,328 | +30,127 | +1368.79% | $4,237,554 |
| ISHARES U.S. AEROSPACE & DEFEN | ITA | Other | 0.23% | 19,054 | -993 | -4.95% | $4,168,062 |
| IDEXX LABORATORIES INC | IDXX | Healthcare | 0.23% | 7,250 | -5 | -0.07% | $4,073,702 |
| COTERRA ENERGY INC | CTRA | Energy | 0.21% | 105,291 | - | - | $3,699,926 |
| AUTOMATIC DATA PROCESSING INC | ADP | Technology | 0.21% | 18,186 | -104 | -0.57% | $3,695,031 |
| ARISTA NETWORKS INC | ANET | Other | 0.21% | 29,801 | -30,075 | -50.23% | $3,658,967 |
| INTUITIVE SURGICAL INC NEW | ISRG | Healthcare | 0.19% | 7,387 | -6 | -0.08% | $3,405,333 |
| EXTRA SPACE STORAGE INC | EXR | Real Estate | 0.19% | 25,722 | -285 | -1.10% | $3,372,926 |
| ISHARES RUSSELL 2000 GROWTH ET | IWO | Other | 0.18% | 10,299 | - | - | $3,231,929 |
| HOWMET AEROSPACE INC | HWM | Industrials | 0.18% | 13,935 | +3,716 | +36.36% | $3,211,460 |
| OREILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 0.17% | 32,708 | -26,639 | -44.89% | $3,019,275 |
| QUANTA SERVICES INC | PWR | Industrials | 0.17% | 5,427 | -342 | -5.93% | $2,979,532 |
| CHURCH & DWIGHT CO INC | CHD | Consumer Defensive | 0.16% | 30,625 | +2,710 | +9.71% | $2,857,925 |
| VANGUARD INDEX FUNDS 500 INDEX | VFIAX | Other | 0.16% | 4,737 | +158 | +3.45% | $2,854,073 |
| CISCO SYSTEMS INC | CSCO | Technology | 0.16% | 36,731 | -248 | -0.67% | $2,849,958 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 0.16% | 8,848 | -3,587 | -28.85% | $2,836,226 |
| BHP GROUP LTD SP ADS | BHP | Basic Materials | 0.16% | 38,891 | +38,891 | +100.00% | $2,828,931 |
| ISHARES BIOTECHNOLOGY FUND | IBB | Other | 0.15% | 15,426 | -405 | -2.56% | $2,604,680 |
| ISHARES RUSSELL 1000 GROWTH ET | IWF | Other | 0.14% | 5,939 | -380 | -6.01% | $2,532,390 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.14% | 2,742 | -2 | -0.07% | $2,454,748 |
| DEERE & CO | DE | Industrials | 0.14% | 4,319 | +3,713 | +612.71% | $2,432,893 |
| REGENERON PHARMACEUTICALS | REGN | Healthcare | 0.13% | 3,109 | -241 | -7.19% | $2,402,138 |
| SPDR S&P BIOTECH ETF | XBI | Other | 0.13% | 18,249 | -575 | -3.05% | $2,330,945 |
| WHEATON PRECIOUS METALS CORP | WPM | Basic Materials | 0.12% | 16,878 | -584 | -3.34% | $2,211,187 |
| META PLATFORMS INC CL A | META | Communication Services | 0.12% | 3,707 | -231 | -5.87% | $2,120,886 |
| MARRIOTT INTL INC CL A | MAR | Consumer Cyclical | 0.12% | 6,316 | +1,126 | +21.70% | $2,065,774 |
| ILLINOIS TOOL WORKS INC | ITW | Industrials | 0.11% | 7,304 | +10 | +0.14% | $1,901,158 |
| INVESCO S&P 500 EQUAL WEIGHT E | RSP | Other | 0.10% | 9,532 | +443 | +4.87% | $1,829,381 |
| WAL-MART INC | WMT | Consumer Defensive | 0.10% | 14,311 | +21 | +0.15% | $1,778,571 |
| TJX COS INC | TJX | Consumer Cyclical | 0.10% | 11,054 | +2,743 | +33.00% | $1,765,324 |
| ROLLINS INC | ROL | Consumer Cyclical | 0.10% | 32,222 | -22 | -0.07% | $1,720,977 |
| GRAINGER W W INC | GWW | Industrials | 0.10% | 1,572 | - | - | $1,714,753 |
| STATE STR SPDR S&P MIDCAP 400 | MDY | Other | 0.09% | 2,705 | - | - | $1,668,336 |
| REPUBLIC SERVICES INC | RSG | Industrials | 0.09% | 7,572 | +18 | +0.24% | $1,658,419 |
| STATE STR SPDR DOW JONES INDL | DIA | Other | 0.09% | 3,466 | - | - | $1,605,417 |
| CRH PLC | CRH | Other | 0.09% | 14,598 | +1,489 | +11.36% | $1,534,542 |
| IRON MOUNTAIN INC | IRM | Real Estate | 0.08% | 14,065 | +21 | +0.15% | $1,436,599 |
| HEICO CORP | HEI | Industrials | 0.08% | 5,084 | -6,973 | -57.83% | $1,394,033 |
| ACCENTURE PLC IRELAND CLASS A | ACN | Technology | 0.08% | 6,875 | -201 | -2.84% | $1,363,244 |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 0.08% | 1,367 | +17 | +1.26% | $1,362,120 |
| EASTERN BANKSHARES INC | EBC | Financial Services | 0.07% | 68,256 | - | - | $1,335,087 |
| CURTISS WRIGHT CORP | CW | Industrials | 0.07% | 1,957 | -54 | -2.69% | $1,332,952 |
| ISHARES RUSSELL 2000 ETF | IWM | Other | 0.07% | 5,176 | +73 | +1.43% | $1,283,648 |
| ORACLE CORP | ORCL | Technology | 0.07% | 8,501 | -350 | -3.95% | $1,250,582 |
| TAKE-TWO INTERACTIVE SOFTWARE | TTWO | Communication Services | 0.07% | 6,006 | +149 | +2.54% | $1,186,185 |