Filed: 4/28/2025ACC: 0000938592-25-000002
📋 What this filing means
MOODY LYNN LIEBERSON & WALKER, LLC filed this quarterly 13F‑HR report disclosing 244 equity positions with a total reported market value of $1.56B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
244
Positions
$1.56B
Total AUM (reported)
9.36M
Total Shares
Allocation by class
COM$1.44B92.3%
ETF$101.43M6.5%
MF$18.27M1.2%
ADR$203.5K0.0%
Portfolio Concentration
Top 3$209.58M13.4%
4–10$399.52M25.6%
11–25$466.79M30.0%
Rest$482.39M31.0%
Top 3 weight
13.4%
Top 10 weight
39.1%
Voting Authority Distribution
Total shares with voting rights: 9.36M
Sole
Full voting authority
9.36M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole244
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings244
Rows:
NVIDIA CORPORATION
SOLEShares648.77K
TypeSH
Market value$70.31M
4.51%
Sole
648.77K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares185.84K
TypeSH
Market value$69.76M
4.48%
Sole
185.84K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares415.13K
TypeSH
Market value$69.51M
4.46%
Sole
415.13K
Shared
0.00
None
0.00
LILLY ELI & CO
SOLEShares84.04K
TypeSH
Market value$69.41M
4.45%
Sole
84.04K
Shared
0.00
None
0.00
APPLE INC
SOLEShares273.79K
TypeSH
Market value$60.82M
3.90%
Sole
273.79K
Shared
0.00
None
0.00
ALPHABET INC CAP STOCK CL A
SOLEShares382.36K
TypeSH
Market value$59.13M
3.79%
Sole
382.36K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC CL B NE
SOLEShares110.34K
TypeSH
Market value$58.76M
3.77%
Sole
110.34K
Shared
0.00
None
0.00
SPDR GOLD SHARES
SOLEShares199.32K
TypeSH
Market value$57.43M
3.69%
Sole
199.32K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares196.92K
TypeSH
Market value$48.30M
3.10%
Sole
196.92K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED CL A
SOLEShares83.31K
TypeSH
Market value$45.66M
2.93%
Sole
83.31K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares238.60K
TypeSH
Market value$45.40M
2.91%
Sole
238.60K
Shared
0.00
None
0.00
WASTE MANAGEMENT INC DEL
SOLEShares188.92K
TypeSH
Market value$43.74M
2.81%
Sole
188.92K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares277.97K
TypeSH
Market value$38.85M
2.49%
Sole
277.97K
Shared
0.00
None
0.00
ABBOTT LABORATORIES
SOLEShares279.83K
TypeSH
Market value$37.12M
2.38%
Sole
279.83K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares168.17K
TypeSH
Market value$35.23M
2.26%
Sole
168.17K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares35.59K
TypeSH
Market value$33.19M
2.13%
Sole
35.59K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares86.94K
TypeSH
Market value$32.36M
2.08%
Sole
86.94K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares65.02K
TypeSH
Market value$30.28M
1.94%
Sole
65.02K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares246.77K
TypeSH
Market value$28.79M
1.85%
Sole
246.77K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares57.26K
TypeSH
Market value$27.76M
1.78%
Sole
57.26K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares67.16K
TypeSH
Market value$24.61M
1.58%
Sole
67.16K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares29.44K
TypeSH
Market value$23.44M
1.50%
Sole
29.44K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares46.18K
TypeSH
Market value$22.98M
1.47%
Sole
46.18K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares133.18K
TypeSH
Market value$22.09M
1.42%
Sole
133.18K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares77.10K
TypeSH
Market value$20.96M
1.34%
Sole
77.10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 648.77K | SH | $70.31M 4.51% | 648.77K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 185.84K | SH | $69.76M 4.48% | 185.84K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 415.13K | SH | $69.51M 4.46% | 415.13K | 0.00 | 0.00 |
LILLY ELI & COSOLE | COM | 84.04K | SH | $69.41M 4.45% | 84.04K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 273.79K | SH | $60.82M 3.90% | 273.79K | 0.00 | 0.00 |
ALPHABET INC CAP STOCK CL ASOLE | COM | 382.36K | SH | $59.13M 3.79% | 382.36K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC CL B NESOLE | COM | 110.34K | SH | $58.76M 3.77% | 110.34K | 0.00 | 0.00 |
SPDR GOLD SHARESSOLE | ETF | 199.32K | SH | $57.43M 3.69% | 199.32K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 196.92K | SH | $48.30M 3.10% | 196.92K | 0.00 | 0.00 |
MASTERCARD INCORPORATED CL ASOLE | COM | 83.31K | SH | $45.66M 2.93% | 83.31K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 238.60K | SH | $45.40M 2.91% | 238.60K | 0.00 | 0.00 |
WASTE MANAGEMENT INC DELSOLE | COM | 188.92K | SH | $43.74M 2.81% | 188.92K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 277.97K | SH | $38.85M 2.49% | 277.97K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 279.83K | SH | $37.12M 2.38% | 279.83K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 168.17K | SH | $35.23M 2.26% | 168.17K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 35.59K | SH | $33.19M 2.13% | 35.59K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 86.94K | SH | $32.36M 2.08% | 86.94K | 0.00 | 0.00 |
LINDE PLCSOLE | COM | 65.02K | SH | $30.28M 1.94% | 65.02K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM | 246.77K | SH | $28.79M 1.85% | 246.77K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 57.26K | SH | $27.76M 1.78% | 57.26K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 67.16K | SH | $24.61M 1.58% | 67.16K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 29.44K | SH | $23.44M 1.50% | 29.44K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 46.18K | SH | $22.98M 1.47% | 46.18K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 133.18K | SH | $22.09M 1.42% | 133.18K | 0.00 | 0.00 |
EATON CORP PLCSOLE | COM | 77.10K | SH | $20.96M 1.34% | 77.10K | 0.00 | 0.00 |
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