Moody Lynn Lieberson & Walker, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 20, 2026, Moody Lynn Lieberson & Walker, Llc disclosed 239 stock positions valued at approximately $1.90B as of quarter-end June 30, 2026. The largest holdings include ALPHABET INC CAP STOCK CL A, NVIDIA CORPORATION, and BROADCOM INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 239
- Portfolio Value
- $1.90B
Holdings by Sector
Moody Lynn Lieberson & Walker, Llc Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 239 holdings in the latest reporting period.