Filed: 1/15/2026ACC: 0000938592-26-000001
📋 What this filing means
MOODY LYNN LIEBERSON & WALKER, LLC filed this quarterly 13F‑HR report disclosing 265 equity positions with a total reported market value of $1.89B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
265
Positions
$1.89B
Total AUM (reported)
9.32M
Total Shares
Allocation by class
COM$1.75B92.9%
ETF$119.63M6.3%
MF$13.42M0.7%
ADR$250.5K0.0%
Portfolio Concentration
Top 3$360.04M19.1%
4–10$505.89M26.8%
11–25$491.83M26.1%
Rest$529.09M28.0%
Top 3 weight
19.1%
Top 10 weight
45.9%
Voting Authority Distribution
Total shares with voting rights: 9.32M
Sole
Full voting authority
9.32M
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)
Sole265
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings265
Rows:
ALPHABET INC CAP STOCK CL A
SOLEShares401.05K
TypeSH
Market value$125.53M
6.65%
Sole
401.05K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares648.18K
TypeSH
Market value$120.89M
6.41%
Sole
648.18K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares328.30K
TypeSH
Market value$113.63M
6.02%
Sole
328.30K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares193.92K
TypeSH
Market value$93.78M
4.97%
Sole
193.92K
Shared
0.00
None
0.00
LILLY ELI & CO
SOLEShares83.62K
TypeSH
Market value$89.86M
4.76%
Sole
83.62K
Shared
0.00
None
0.00
APPLE INC
SOLEShares279.13K
TypeSH
Market value$75.88M
4.02%
Sole
279.13K
Shared
0.00
None
0.00
SPDR GOLD SHARES
SOLEShares185.91K
TypeSH
Market value$73.68M
3.90%
Sole
185.91K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares209.48K
TypeSH
Market value$67.50M
3.58%
Sole
209.48K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares242.74K
TypeSH
Market value$56.03M
2.97%
Sole
242.74K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC CL B NE
SOLEShares97.79K
TypeSH
Market value$49.16M
2.61%
Sole
97.79K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares262.31K
TypeSH
Market value$46.57M
2.47%
Sole
262.31K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED CL A
SOLEShares79.68K
TypeSH
Market value$45.49M
2.41%
Sole
79.68K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares192.46K
TypeSH
Market value$43.98M
2.33%
Sole
192.46K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares278.65K
TypeSH
Market value$42.95M
2.28%
Sole
278.65K
Shared
0.00
None
0.00
WASTE MANAGEMENT INC DEL
SOLEShares186.20K
TypeSH
Market value$40.91M
2.17%
Sole
186.20K
Shared
0.00
None
0.00
ABBOTT LABORATORIES
SOLEShares269.77K
TypeSH
Market value$33.80M
1.79%
Sole
269.77K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares346.67K
TypeSH
Market value$32.50M
1.72%
Sole
346.67K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares83.99K
TypeSH
Market value$29.52M
1.56%
Sole
83.99K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares66.29K
TypeSH
Market value$28.26M
1.50%
Sole
66.29K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares81.11K
TypeSH
Market value$25.83M
1.37%
Sole
81.11K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares122.33K
TypeSH
Market value$25.32M
1.34%
Sole
122.33K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares54.99K
TypeSH
Market value$24.93M
1.32%
Sole
54.99K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares37.37K
TypeSH
Market value$24.42M
1.29%
Sole
37.37K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares40.93K
TypeSH
Market value$23.72M
1.26%
Sole
40.93K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares68.66K
TypeSH
Market value$23.63M
1.25%
Sole
68.66K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INC CAP STOCK CL ASOLE | COM | 401.05K | SH | $125.53M 6.65% | 401.05K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 648.18K | SH | $120.89M 6.41% | 648.18K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 328.30K | SH | $113.63M 6.02% | 328.30K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 193.92K | SH | $93.78M 4.97% | 193.92K | 0.00 | 0.00 |
LILLY ELI & COSOLE | COM | 83.62K | SH | $89.86M 4.76% | 83.62K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 279.13K | SH | $75.88M 4.02% | 279.13K | 0.00 | 0.00 |
SPDR GOLD SHARESSOLE | ETF | 185.91K | SH | $73.68M 3.90% | 185.91K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 209.48K | SH | $67.50M 3.58% | 209.48K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 242.74K | SH | $56.03M 2.97% | 242.74K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC CL B NESOLE | COM | 97.79K | SH | $49.16M 2.61% | 97.79K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM | 262.31K | SH | $46.57M 2.47% | 262.31K | 0.00 | 0.00 |
MASTERCARD INCORPORATED CL ASOLE | COM | 79.68K | SH | $45.49M 2.41% | 79.68K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 192.46K | SH | $43.98M 2.33% | 192.46K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 278.65K | SH | $42.95M 2.28% | 278.65K | 0.00 | 0.00 |
WASTE MANAGEMENT INC DELSOLE | COM | 186.20K | SH | $40.91M 2.17% | 186.20K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 269.77K | SH | $33.80M 1.79% | 269.77K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 346.67K | SH | $32.50M 1.72% | 346.67K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 83.99K | SH | $29.52M 1.56% | 83.99K | 0.00 | 0.00 |
LINDE PLCSOLE | COM | 66.29K | SH | $28.26M 1.50% | 66.29K | 0.00 | 0.00 |
EATON CORP PLCSOLE | COM | 81.11K | SH | $25.83M 1.37% | 81.11K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 122.33K | SH | $25.32M 1.34% | 122.33K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 54.99K | SH | $24.93M 1.32% | 54.99K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 37.37K | SH | $24.42M 1.29% | 37.37K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 40.93K | SH | $23.72M 1.26% | 40.93K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 68.66K | SH | $23.63M 1.25% | 68.66K | 0.00 | 0.00 |
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