MOODY LYNN & LIEBERSON, LLC

Est. AUM

$1.78B

13F long equity, this entity only

Positions

250

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ALPHABET INC CAP STOCK CL A	COM	$115.3M	400805	6.47%	SOLE
2	NVIDIA CORPORATION	COM	$112.1M	642574	6.29%	SOLE
3	BROADCOM INC	COM	$100.1M	323279	5.62%	SOLE
4	LILLY ELI & CO	COM	$76.7M	83422	4.31%	SOLE
5	SPDR GOLD SHARES	ETF	$74.5M	173122	4.18%	SOLE
6	MICROSOFT CORP	COM	$72.3M	195341	4.06%	SOLE
7	APPLE INC	COM	$70.7M	278562	3.97%	SOLE
8	JPMORGAN CHASE & CO	COM	$59.3M	201465	3.33%	SOLE
9	AMAZON.COM INC	COM	$51.0M	245073	2.86%	SOLE
10	BERKSHIRE HATHAWAY INC CL B NE	COM	$48.1M	100297	2.70%	SOLE
11	GE VERNOVA INC	COM	$44.2M	50584	2.48%	SOLE
12	WASTE MANAGEMENT INC DEL	COM	$43.2M	188208	2.43%	SOLE
13	MORGAN STANLEY	COM	$41.0M	249367	2.30%	SOLE
14	MASTERCARD INCORPORATED CL A	COM	$39.9M	79834	2.24%	SOLE
15	ABBVIE INC	COM	$38.3M	176293	2.15%	SOLE
16	LINDE PLC	COM	$35.5M	71637	1.99%	SOLE
17	JOHNSON & JOHNSON	COM	$30.9M	126560	1.74%	SOLE
18	NETFLIX INC	COM	$28.8M	299223	1.61%	SOLE
19	STRYKER CORPORATION	COM	$28.2M	85768	1.58%	SOLE
20	BLACKSTONE INC	COM	$26.1M	227372	1.47%	SOLE
21	VERTEX PHARMACEUTICALS INC	COM	$25.7M	57640	1.44%	SOLE
22	CHEVRON CORP	COM	$25.2M	121803	1.41%	SOLE
23	EATON CORP PLC	COM	$23.2M	64794	1.30%	SOLE
24	HOME DEPOT INC	COM	$22.4M	67956	1.25%	SOLE
25	ABBOTT LABORATORIES	COM	$21.2M	206625	1.19%	SOLE
26	THERMO FISHER SCIENTIFIC INC	COM	$20.9M	42474	1.17%	SOLE
27	NORTHROP GRUMMAN CORP	COM	$19.9M	29096	1.11%	SOLE
28	COCA-COLA CO	COM	$19.6M	257884	1.10%	SOLE
29	EXXON MOBIL CORP	COM	$17.3M	102161	0.97%	SOLE
30	SOUTHERN CO	COM	$17.2M	178217	0.97%	SOLE
31	GILEAD SCIENCES INC	COM	$16.6M	119259	0.93%	SOLE
32	HITACHI LTD ADR 2	COM	$16.6M	570150	0.93%	SOLE
33	PEPSICO INC	COM	$16.3M	104913	0.91%	SOLE
34	WELLS FARGO CO	COM	$15.6M	196496	0.88%	SOLE
35	FERGUSON ENTERPRISES INC COMMO	COM	$15.5M	66598	0.87%	SOLE
36	UNION PACIFIC CORP	COM	$14.9M	61233	0.83%	SOLE
37	ALPHABET INC CAP STOCK CL C	COM	$13.9M	48583	0.78%	SOLE
38	VISA INC CL A	COM	$11.5M	37930	0.64%	SOLE
39	MCDONALDS CORP	COM	$11.4M	36766	0.64%	SOLE
40	STATE STREET SPDR S&P 500 ETF	ETF	$11.4M	17548	0.64%	SOLE
41	GENERAL ELECTRIC CO NEW	COM	$9.6M	33996	0.54%	SOLE
42	SERVICENOW INC	COM	$9.2M	88379	0.52%	SOLE
43	RTX CORPORATION COM	COM	$8.8M	45750	0.50%	SOLE
44	MONDELEZ INTL INC CL A	COM	$8.0M	138834	0.45%	SOLE
45	PROCTER AND GAMBLE CO	COM	$6.7M	46460	0.38%	SOLE
46	GOLDMAN SACHS GROUP INC	COM	$6.4M	7603	0.36%	SOLE
47	TEXAS INSTRUMENTS INC	COM	$6.1M	31238	0.34%	SOLE
48	MERCK & CO INC	COM	$6.0M	49836	0.34%	SOLE
49	BUILDERS FIRSTSOURCE INC	COM	$5.9M	72198	0.33%	SOLE
50	VANGUARD TOTAL STOCK MARKET IN	ETF	$5.8M	18005	0.32%	SOLE

1–50 of 250

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.