Filed: 7/17/2025ACC: 0000938592-25-000004
📋 What this filing means
MOODY LYNN LIEBERSON & WALKER, LLC filed this quarterly 13F‑HR report disclosing 258 equity positions with a total reported market value of $1.73B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
258
Positions
$1.73B
Total AUM (reported)
8.98M
Total Shares
Allocation by class
COM$1.61B93.0%
ETF$107.63M6.2%
MF$14.12M0.8%
ADR$239.0K0.0%
Portfolio Concentration
Top 3$312.69M18.0%
4–10$407.56M23.5%
11–25$497.95M28.7%
Rest$514.56M29.7%
Top 3 weight
18.0%
Top 10 weight
41.6%
Voting Authority Distribution
Total shares with voting rights: 8.94M
Sole
Full voting authority
8.94M
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)
Sole258
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings258
Rows:
BROADCOM INC
SOLEShares411.68K
TypeSH
Market value$113.48M
6.55%
Sole
411.68K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares651.92K
TypeSH
Market value$103.00M
5.94%
Sole
651.92K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares193.43K
TypeSH
Market value$96.21M
5.55%
Sole
193.43K
Shared
0.00
None
0.00
ALPHABET INC CAP STOCK CL A
SOLEShares381.37K
TypeSH
Market value$67.21M
3.88%
Sole
381.37K
Shared
0.00
None
0.00
LILLY ELI & CO
SOLEShares81.82K
TypeSH
Market value$63.78M
3.68%
Sole
81.82K
Shared
0.00
None
0.00
SPDR GOLD SHARES
SOLEShares195.53K
TypeSH
Market value$59.60M
3.44%
Sole
195.53K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares199.08K
TypeSH
Market value$57.72M
3.33%
Sole
199.08K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares250.60K
TypeSH
Market value$54.98M
3.17%
Sole
250.60K
Shared
0.00
None
0.00
APPLE INC
SOLEShares257.98K
TypeSH
Market value$52.93M
3.05%
Sole
257.98K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC CL B NE
SOLEShares105.71K
TypeSH
Market value$51.35M
2.96%
Sole
105.71K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares35.68K
TypeSH
Market value$47.78M
2.76%
Sole
35.68K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED CL A
SOLEShares79.58K
TypeSH
Market value$44.72M
2.58%
Sole
79.58K
Shared
0.00
None
0.00
WASTE MANAGEMENT INC DEL
SOLEShares189.02K
TypeSH
Market value$43.25M
2.50%
Sole
189.02K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares278.87K
TypeSH
Market value$41.71M
2.41%
Sole
278.87K
Shared
0.00
None
0.00
ABBOTT LABORATORIES
SOLEShares267.55K
TypeSH
Market value$36.39M
2.10%
Sole
267.55K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares252.88K
TypeSH
Market value$35.62M
2.06%
Sole
252.88K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares87.80K
TypeSH
Market value$34.74M
2.00%
Sole
87.80K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares33.09K
TypeSH
Market value$34.02M
1.96%
Sole
33.09K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares172.38K
TypeSH
Market value$32.00M
1.85%
Sole
172.38K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares65.69K
TypeSH
Market value$30.82M
1.78%
Sole
65.69K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares85.31K
TypeSH
Market value$30.45M
1.76%
Sole
85.31K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares58.08K
TypeSH
Market value$25.86M
1.49%
Sole
58.08K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares68.34K
TypeSH
Market value$25.06M
1.45%
Sole
68.34K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares36.64K
TypeSH
Market value$19.39M
1.12%
Sole
36.64K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares39.84K
TypeSH
Market value$16.15M
0.93%
Sole
39.84K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | COM | 411.68K | SH | $113.48M 6.55% | 411.68K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 651.92K | SH | $103.00M 5.94% | 651.92K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 193.43K | SH | $96.21M 5.55% | 193.43K | 0.00 | 0.00 |
ALPHABET INC CAP STOCK CL ASOLE | COM | 381.37K | SH | $67.21M 3.88% | 381.37K | 0.00 | 0.00 |
LILLY ELI & COSOLE | COM | 81.82K | SH | $63.78M 3.68% | 81.82K | 0.00 | 0.00 |
SPDR GOLD SHARESSOLE | ETF | 195.53K | SH | $59.60M 3.44% | 195.53K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 199.08K | SH | $57.72M 3.33% | 199.08K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 250.60K | SH | $54.98M 3.17% | 250.60K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 257.98K | SH | $52.93M 3.05% | 257.98K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC CL B NESOLE | COM | 105.71K | SH | $51.35M 2.96% | 105.71K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 35.68K | SH | $47.78M 2.76% | 35.68K | 0.00 | 0.00 |
MASTERCARD INCORPORATED CL ASOLE | COM | 79.58K | SH | $44.72M 2.58% | 79.58K | 0.00 | 0.00 |
WASTE MANAGEMENT INC DELSOLE | COM | 189.02K | SH | $43.25M 2.50% | 189.02K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 278.87K | SH | $41.71M 2.41% | 278.87K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 267.55K | SH | $36.39M 2.10% | 267.55K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM | 252.88K | SH | $35.62M 2.06% | 252.88K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 87.80K | SH | $34.74M 2.00% | 87.80K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 33.09K | SH | $34.02M 1.96% | 33.09K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 172.38K | SH | $32.00M 1.85% | 172.38K | 0.00 | 0.00 |
LINDE PLCSOLE | COM | 65.69K | SH | $30.82M 1.78% | 65.69K | 0.00 | 0.00 |
EATON CORP PLCSOLE | COM | 85.31K | SH | $30.45M 1.76% | 85.31K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 58.08K | SH | $25.86M 1.49% | 58.08K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 68.34K | SH | $25.06M 1.45% | 68.34K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 36.64K | SH | $19.39M 1.12% | 36.64K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 39.84K | SH | $16.15M 0.93% | 39.84K | 0.00 | 0.00 |
Page 1 of 11
…