Filed: 4/13/2026ACC: 0000938592-26-000005
📋 What this filing means
MOODY LYNN LIEBERSON & WALKER, LLC filed this quarterly 13F‑HR report disclosing 250 equity positions with a total reported market value of $1.78B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
250
Positions
$1.78B
Total AUM (reported)
9.09M
Total Shares
Allocation by class
COM$1.65B92.7%
ETF$116.98M6.6%
MF$12.92M0.7%
Portfolio Concentration
Top 3$327.38M18.4%
4–10$452.59M25.4%
11–25$473.90M26.6%
Rest$527.82M29.6%
Top 3 weight
18.4%
Top 10 weight
43.8%
Voting Authority Distribution
Total shares with voting rights: 9.09M
Sole
Full voting authority
9.09M
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)
Sole250
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings250
Rows:
ALPHABET INC CAP STOCK CL A
SOLEShares400.81K
TypeSH
Market value$115.26M
6.47%
Sole
400.81K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares642.57K
TypeSH
Market value$112.06M
6.29%
Sole
642.57K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares323.28K
TypeSH
Market value$100.06M
5.62%
Sole
323.28K
Shared
0.00
None
0.00
LILLY ELI & CO
SOLEShares83.42K
TypeSH
Market value$76.73M
4.31%
Sole
83.42K
Shared
0.00
None
0.00
SPDR GOLD SHARES
SOLEShares173.12K
TypeSH
Market value$74.49M
4.18%
Sole
173.12K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares195.34K
TypeSH
Market value$72.31M
4.06%
Sole
195.34K
Shared
0.00
None
0.00
APPLE INC
SOLEShares278.56K
TypeSH
Market value$70.70M
3.97%
Sole
278.56K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares201.47K
TypeSH
Market value$59.26M
3.33%
Sole
201.47K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares245.07K
TypeSH
Market value$51.04M
2.86%
Sole
245.07K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC CL B NE
SOLEShares100.30K
TypeSH
Market value$48.06M
2.70%
Sole
100.30K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares50.58K
TypeSH
Market value$44.15M
2.48%
Sole
50.58K
Shared
0.00
None
0.00
WASTE MANAGEMENT INC DEL
SOLEShares188.21K
TypeSH
Market value$43.25M
2.43%
Sole
188.21K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares249.37K
TypeSH
Market value$41.04M
2.30%
Sole
249.37K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED CL A
SOLEShares79.83K
TypeSH
Market value$39.89M
2.24%
Sole
79.83K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares176.29K
TypeSH
Market value$38.34M
2.15%
Sole
176.29K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares71.64K
TypeSH
Market value$35.51M
1.99%
Sole
71.64K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares126.56K
TypeSH
Market value$30.94M
1.74%
Sole
126.56K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares299.22K
TypeSH
Market value$28.77M
1.61%
Sole
299.22K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares85.77K
TypeSH
Market value$28.18M
1.58%
Sole
85.77K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares227.37K
TypeSH
Market value$26.15M
1.47%
Sole
227.37K
Shared
0.00
None
0.00
VERTEX PHARMACEUTICALS INC
SOLEShares57.64K
TypeSH
Market value$25.74M
1.44%
Sole
57.64K
Shared
0.00
None
0.00
CHEVRON CORP
SOLEShares121.80K
TypeSH
Market value$25.20M
1.41%
Sole
121.80K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares64.79K
TypeSH
Market value$23.17M
1.30%
Sole
64.79K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares67.96K
TypeSH
Market value$22.35M
1.25%
Sole
67.96K
Shared
0.00
None
0.00
ABBOTT LABORATORIES
SOLEShares206.63K
TypeSH
Market value$21.21M
1.19%
Sole
206.63K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INC CAP STOCK CL ASOLE | COM | 400.81K | SH | $115.26M 6.47% | 400.81K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 642.57K | SH | $112.06M 6.29% | 642.57K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 323.28K | SH | $100.06M 5.62% | 323.28K | 0.00 | 0.00 |
LILLY ELI & COSOLE | COM | 83.42K | SH | $76.73M 4.31% | 83.42K | 0.00 | 0.00 |
SPDR GOLD SHARESSOLE | ETF | 173.12K | SH | $74.49M 4.18% | 173.12K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 195.34K | SH | $72.31M 4.06% | 195.34K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 278.56K | SH | $70.70M 3.97% | 278.56K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 201.47K | SH | $59.26M 3.33% | 201.47K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 245.07K | SH | $51.04M 2.86% | 245.07K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC CL B NESOLE | COM | 100.30K | SH | $48.06M 2.70% | 100.30K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 50.58K | SH | $44.15M 2.48% | 50.58K | 0.00 | 0.00 |
WASTE MANAGEMENT INC DELSOLE | COM | 188.21K | SH | $43.25M 2.43% | 188.21K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM | 249.37K | SH | $41.04M 2.30% | 249.37K | 0.00 | 0.00 |
MASTERCARD INCORPORATED CL ASOLE | COM | 79.83K | SH | $39.89M 2.24% | 79.83K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 176.29K | SH | $38.34M 2.15% | 176.29K | 0.00 | 0.00 |
LINDE PLCSOLE | COM | 71.64K | SH | $35.51M 1.99% | 71.64K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 126.56K | SH | $30.94M 1.74% | 126.56K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 299.22K | SH | $28.77M 1.61% | 299.22K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 85.77K | SH | $28.18M 1.58% | 85.77K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 227.37K | SH | $26.15M 1.47% | 227.37K | 0.00 | 0.00 |
VERTEX PHARMACEUTICALS INCSOLE | COM | 57.64K | SH | $25.74M 1.44% | 57.64K | 0.00 | 0.00 |
CHEVRON CORPSOLE | COM | 121.80K | SH | $25.20M 1.41% | 121.80K | 0.00 | 0.00 |
EATON CORP PLCSOLE | COM | 64.79K | SH | $23.17M 1.30% | 64.79K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 67.96K | SH | $22.35M 1.25% | 67.96K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 206.63K | SH | $21.21M 1.19% | 206.63K | 0.00 | 0.00 |
Page 1 of 10
…