Filed: 10/20/2025ACC: 0000938592-25-000007
📋 What this filing means
MOODY LYNN LIEBERSON & WALKER, LLC filed this quarterly 13F‑HR report disclosing 259 equity positions with a total reported market value of $1.86B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
259
Positions
$1.86B
Total AUM (reported)
9M
Total Shares
Allocation by class
COM$1.73B93.0%
ETF$116.09M6.2%
MF$13.81M0.7%
ADR$265.8K0.0%
Portfolio Concentration
Top 3$348.01M18.7%
4–10$463.72M25.0%
11–25$511.57M27.5%
Rest$534.50M28.8%
Top 3 weight
18.7%
Top 10 weight
43.7%
Voting Authority Distribution
Total shares with voting rights: 9M
Sole
Full voting authority
9M
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)
Sole259
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings259
Rows:
BROADCOM INC
SOLEShares385.61K
TypeSH
Market value$127.22M
6.85%
Sole
385.61K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares645.22K
TypeSH
Market value$120.39M
6.48%
Sole
645.22K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares193.86K
TypeSH
Market value$100.41M
5.40%
Sole
193.86K
Shared
0.00
None
0.00
ALPHABET INC CAP STOCK CL A
SOLEShares401.14K
TypeSH
Market value$97.52M
5.25%
Sole
401.14K
Shared
0.00
None
0.00
APPLE INC
SOLEShares275.96K
TypeSH
Market value$70.27M
3.78%
Sole
275.96K
Shared
0.00
None
0.00
SPDR GOLD SHARES
SOLEShares189.48K
TypeSH
Market value$67.35M
3.63%
Sole
189.48K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares199.24K
TypeSH
Market value$62.85M
3.38%
Sole
199.24K
Shared
0.00
None
0.00
LILLY ELI & CO
SOLEShares80.96K
TypeSH
Market value$61.77M
3.33%
Sole
80.96K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares249.43K
TypeSH
Market value$54.77M
2.95%
Sole
249.43K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares287.95K
TypeSH
Market value$49.20M
2.65%
Sole
287.95K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED CL A
SOLEShares79.39K
TypeSH
Market value$45.16M
2.43%
Sole
79.39K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC CL B NE
SOLEShares88.66K
TypeSH
Market value$44.57M
2.40%
Sole
88.66K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares35.57K
TypeSH
Market value$42.64M
2.30%
Sole
35.57K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares183.46K
TypeSH
Market value$42.48M
2.29%
Sole
183.46K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares261.57K
TypeSH
Market value$41.58M
2.24%
Sole
261.57K
Shared
0.00
None
0.00
WASTE MANAGEMENT INC DEL
SOLEShares185.99K
TypeSH
Market value$41.07M
2.21%
Sole
185.99K
Shared
0.00
None
0.00
ABBOTT LABORATORIES
SOLEShares263.45K
TypeSH
Market value$35.29M
1.90%
Sole
263.45K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares90.07K
TypeSH
Market value$33.30M
1.79%
Sole
90.07K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares86.43K
TypeSH
Market value$32.35M
1.74%
Sole
86.43K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares65.38K
TypeSH
Market value$31.06M
1.67%
Sole
65.38K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares68.57K
TypeSH
Market value$27.78M
1.50%
Sole
68.57K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares30.14K
TypeSH
Market value$27.73M
1.49%
Sole
30.14K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares36.97K
TypeSH
Market value$22.74M
1.22%
Sole
36.97K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares56.56K
TypeSH
Market value$22.15M
1.19%
Sole
56.56K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares116.92K
TypeSH
Market value$21.68M
1.17%
Sole
116.92K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | COM | 385.61K | SH | $127.22M 6.85% | 385.61K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 645.22K | SH | $120.39M 6.48% | 645.22K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 193.86K | SH | $100.41M 5.40% | 193.86K | 0.00 | 0.00 |
ALPHABET INC CAP STOCK CL ASOLE | COM | 401.14K | SH | $97.52M 5.25% | 401.14K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 275.96K | SH | $70.27M 3.78% | 275.96K | 0.00 | 0.00 |
SPDR GOLD SHARESSOLE | ETF | 189.48K | SH | $67.35M 3.63% | 189.48K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 199.24K | SH | $62.85M 3.38% | 199.24K | 0.00 | 0.00 |
LILLY ELI & COSOLE | COM | 80.96K | SH | $61.77M 3.33% | 80.96K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 249.43K | SH | $54.77M 2.95% | 249.43K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 287.95K | SH | $49.20M 2.65% | 287.95K | 0.00 | 0.00 |
MASTERCARD INCORPORATED CL ASOLE | COM | 79.39K | SH | $45.16M 2.43% | 79.39K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC CL B NESOLE | COM | 88.66K | SH | $44.57M 2.40% | 88.66K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 35.57K | SH | $42.64M 2.30% | 35.57K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 183.46K | SH | $42.48M 2.29% | 183.46K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM | 261.57K | SH | $41.58M 2.24% | 261.57K | 0.00 | 0.00 |
WASTE MANAGEMENT INC DELSOLE | COM | 185.99K | SH | $41.07M 2.21% | 185.99K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 263.45K | SH | $35.29M 1.90% | 263.45K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 90.07K | SH | $33.30M 1.79% | 90.07K | 0.00 | 0.00 |
EATON CORP PLCSOLE | COM | 86.43K | SH | $32.35M 1.74% | 86.43K | 0.00 | 0.00 |
LINDE PLCSOLE | COM | 65.38K | SH | $31.06M 1.67% | 65.38K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 68.57K | SH | $27.78M 1.50% | 68.57K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 30.14K | SH | $27.73M 1.49% | 30.14K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 36.97K | SH | $22.74M 1.22% | 36.97K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 56.56K | SH | $22.15M 1.19% | 56.56K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 116.92K | SH | $21.68M 1.17% | 116.92K | 0.00 | 0.00 |
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