Moody Lynn & Lieberson, LLC Portfolio Holdings

Moody Lynn & Lieberson, LLC

  • $1.64 Billion
  • Q2 2025

Moody Lynn & Lieberson, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.64 Billion distributed in 258 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $113M, Nvidia Corp with a value of $103M, Microsoft Corp with a value of $96.2M, Alphabet Inc. with a value of $67.2M, and Eli Lilly & CO with a value of $63.8M.

Examining the 13F form we can see an increase of $168M in the current position value, from $1.48B to 1.64B.

Below you can find more details about Moody Lynn & Lieberson, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.64 Billion
Technology: $484 Million
Financial Services: $289 Million
Healthcare: $248 Million
Industrials: $157 Million
Communication Services: $137 Million
ETFs: $117 Million
Consumer Cyclical: $102 Million
Consumer Defensive: $46.8 Million
Other: $63.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$140B
$113 Million 6.9% of portfolio
411,681
Q2 2025 Reduced 0.83%
$424B
$103 Million 6.26% of portfolio
651,924
Q2 2025 Added 0.49%
$3.8T
$96.2 Million 5.85% of portfolio
193,428
Q2 2025 Added 4.08%
$1.5T
$67.2 Million 4.09% of portfolio
381,369
Q2 2025 Reduced 0.26%
$722B
$63.8 Million 3.88% of portfolio
81,816
Q2 2025 Reduced 2.65%
$116B
$59.6 Million 3.62% of portfolio
195,531
Q2 2025 Reduced 1.9%
$914B
$57.7 Million 3.51% of portfolio
199,082
Q2 2025 Added 1.1%
$2.36T
$55 Million 3.34% of portfolio
250,597
Q2 2025 Added 5.03%
$3.84T
$52.9 Million 3.22% of portfolio
257,976
Q2 2025 Reduced 5.78%
$644B
$51.4 Million 3.12% of portfolio
105,709
Q2 2025 Reduced 4.19%
$547B
$47.8 Million 2.9% of portfolio
35,678
Q2 2025 Added 0.23%
$571B
$44.7 Million 2.72% of portfolio
79,576
Q2 2025 Reduced 4.48%
$88.5B
$43.3 Million 2.63% of portfolio
189,023
Q2 2025 Added 0.06%
$130B
$41.7 Million 2.54% of portfolio
278,874
Q2 2025 Added 0.33%
$235B
$36.4 Million 2.21% of portfolio
267,545
Q2 2025 Reduced 4.39%
$267B
$35.6 Million 2.17% of portfolio
252,876
Q2 2025 Added 2.47%
$192B
$34 Million 2.07% of portfolio
33,089
Q2 2025 Added 12.4%
$390B
$32 Million 1.95% of portfolio
172,377
Q2 2025 Added 2.5%
$145B
$30.5 Million 1.85% of portfolio
85,310
Q2 2025 Added 10.65%
$99.4B
$25.9 Million 1.57% of portfolio
58,077
Q2 2025 Added 1.44%
$427B
$25.1 Million 1.52% of portfolio
68,339
Q2 2025 Added 1.76%
$185B
$16.2 Million 0.98% of portfolio
39,840
Q2 2025 Reduced 13.72%
$463B
$15.6 Million 0.95% of portfolio
102,410
Q2 2025 Reduced 23.1%
$13.1B
$14.9 Million 0.91% of portfolio
514,331
Q2 2025 Added 26.71%
$96.2B
$14.2 Million 0.86% of portfolio
77,499
Q2 2025 Reduced 26.19%
$99.8B
$14.2 Million 0.86% of portfolio
154,550
Q2 2025 Added 4.62%
$88.8B
$14.2 Million 0.86% of portfolio
28,386
Q2 2025 Added 13.13%
$566B
$13.7 Million 0.83% of portfolio
38,662
Q2 2025 Reduced 29.14%
$290B
$13.3 Million 0.81% of portfolio
188,050
Q2 2025 Added 16.35%
$0
$13 Million 0.79% of portfolio
20,980
Q2 2025 Reduced 1.13%
$313B
$11.9 Million 0.72% of portfolio
148,443
Q2 2025 New
$24.4B
$11.7 Million 0.71% of portfolio
20,953
Q2 2025 Added 2,038.06%
$224B
$10.8 Million 0.66% of portfolio
36,992
Q2 2025 Added 1.76%
$313B
$9.46 Million 0.57% of portfolio
66,052
Q2 2025 Reduced 16.36%
$316B
$8.98 Million 0.55% of portfolio
34,878
Q2 2025 Added 22.88%
$1.52T
$8.58 Million 0.52% of portfolio
48,379
Q2 2025 Reduced 4.03%
$60.8B
$8.16 Million 0.5% of portfolio
39,873
Q2 2025 Reduced 0.3%
$380B
$7.94 Million 0.48% of portfolio
49,857
Q2 2025 Reduced 3.87%
$813B
$7.5 Million 0.46% of portfolio
34,307
Q2 2025 Added 39.64%
$141B
$7.31 Million 0.44% of portfolio
65,948
Q2 2025 Reduced 2.16%
$90.8B
$7.01 Million 0.43% of portfolio
20,402
Q2 2025 Added 137.95%
$195B
$7.04 Million 0.43% of portfolio
53,297
Q2 2025 Reduced 26.79%
$233B
$7.04 Million 0.43% of portfolio
48,210
Q2 2025 Added 104.33%
$177B
$6.03 Million 0.37% of portfolio
30,999
Q2 2025 Reduced 16.08%
$54.1B
$5.95 Million 0.36% of portfolio
7,192
Q2 2025 Added 24.24%
$306B
$5.81 Million 0.35% of portfolio
19,115
Q2 2025 Reduced 0.47%
$271B
$5.7 Million 0.35% of portfolio
8,047
Q2 2025 Added 7.49%
$120B
$5.71 Million 0.35% of portfolio
18,518
Q2 2025 Reduced 0.17%
$0
$5.37 Million 0.33% of portfolio
17,674
Q2 2025 Added 1.65%

Summary

  • Portfolio
  • No. of Stocks 258
  • Current Value $1.64 Billion
  • Prior Value $1.48 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 26 stocks
  • Additional Purchases 103 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 95 stocks
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