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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$95.7B
$5.01 Million 0.3% of portfolio
74,238
Q2 2025 Reduced 2.86%
$15.6B
$4.49 Million 0.27% of portfolio
11,034
Q2 2025 Added 935.08%
$253B
$4.25 Million 0.26% of portfolio
14,426
Q2 2025 Added 0.31%
$101B
$4.28 Million 0.26% of portfolio
8,400
Q2 2025 Added 60.31%
$182B
$4.06 Million 0.25% of portfolio
7,470
Q2 2025 Reduced 49.68%
$19.7B
$4.17 Million 0.25% of portfolio
28,289
Q2 2025 Added 0.42%
$50.8B
$4.07 Million 0.25% of portfolio
16,215
Q2 2025 New
$151B
$3.93 Million 0.24% of portfolio
34,052
Q2 2025 New
$43.2B
$3.88 Million 0.24% of portfolio
7,231
Q2 2025 Reduced 0.15%
$30.3B
$3.79 Million 0.23% of portfolio
66,261
Q2 2025 Added 50.68%
$422B
$3.82 Million 0.23% of portfolio
3,856
Q2 2025 Added 0.42%
$82.7B
$3.62 Million 0.22% of portfolio
34,235
Q2 2025 Added 0.64%
$63.5B
$3.69 Million 0.22% of portfolio
85,093
Q2 2025 Added 0.12%
$60.6B
$3.27 Million 0.2% of portfolio
33,133
Q2 2025 Added 0.26%
$104B
$3.35 Million 0.2% of portfolio
15,155
Q2 2025 Added 148.69%
$23.6B
$3.34 Million 0.2% of portfolio
34,747
Q2 2025 Reduced 0.08%
$1.48B
$2.74 Million 0.17% of portfolio
48,810
Q2 2025 Added 60.32%
$66.6B
$2.78 Million 0.17% of portfolio
26,415
Q2 2025 New
$280B
$2.57 Million 0.16% of portfolio
36,993
Q2 2025 Added 0.77%
$178B
$2.68 Million 0.16% of portfolio
8,979
Q2 2025 Reduced 0.2%
$19.5B
$2.67 Million 0.16% of portfolio
105,241
Q2 2025 Added 0.04%
$1.62T
$2.68 Million 0.16% of portfolio
3,628
Q2 2025 Reduced 29.96%
$30.2B
$2.13 Million 0.13% of portfolio
81,838
Q2 2025 Added 38.18%
$56.9B
$2.16 Million 0.13% of portfolio
5,710
Q2 2025 Reduced 0.38%
$92.9B
$1.89 Million 0.11% of portfolio
2,699
Q2 2025 Reduced 0.26%
$79.2B
$1.81 Million 0.11% of portfolio
7,323
Q2 2025 Added 0.37%
$75.9B
$1.85 Million 0.11% of portfolio
7,514
Q2 2025 Reduced 0.37%
$88.1B
$1.63 Million 0.1% of portfolio
5,970
Q2 2025 Reduced 72.94%
$51.6B
$1.64 Million 0.1% of portfolio
1,572
Q2 2025 Added 0.06%
$160B
$1.71 Million 0.1% of portfolio
7,348
Q2 2025 Reduced 6.38%
$28.7B
$1.46 Million 0.09% of portfolio
14,210
Q2 2025 Added 4.91%
$258B
$1.47 Million 0.09% of portfolio
15,000
Q2 2025 Added 16.73%
$213B
$1.32 Million 0.08% of portfolio
1,672
Q2 2025 Added 0.91%
$260B
$1.26 Million 0.08% of portfolio
4,628
Q2 2025 Reduced 7.37%
$140B
$1.36 Million 0.08% of portfolio
5,892
Q2 2025 Reduced 4.58%
$17.7B
$1.39 Million 0.08% of portfolio
4,230
Q2 2025 Added 1.44%
$15.4B
$1.39 Million 0.08% of portfolio
15,892
Q2 2025 New
$38.9B
$1.26 Million 0.08% of portfolio
5,179
Q2 2025 Added 2.23%
$4.29B
$1.13 Million 0.07% of portfolio
15,010
Q2 2025 Added 0.07%
$49.8B
$1.18 Million 0.07% of portfolio
4,005
Q2 2025 Added 0.13%
$223B
$1.22 Million 0.07% of portfolio
9,833
Q2 2025 Added 0.79%
$377B
$1.19 Million 0.07% of portfolio
25,185
Q2 2025 Added 1.1%
$15.1B
$1.17 Million 0.07% of portfolio
26,401
Q2 2025 New
$104B
$1.18 Million 0.07% of portfolio
2,705
Q2 2025 Reduced 0.73%
$42.1B
$1.14 Million 0.07% of portfolio
11,475
Q2 2025 Reduced 0.15%
$18.6B
$939,000 0.06% of portfolio
1,923
Q2 2025 Reduced 0.57%
$170B
$954,000 0.06% of portfolio
2,467
Q2 2025 Reduced 1.2%
$104B
$931,000 0.06% of portfolio
15,891
Q2 2025 Added 0.3%
$86.5B
$926,000 0.06% of portfolio
609
Q2 2025 Added 0.66%

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
Track This Portfolio

Track Moody Lynn & Lieberson, LLC Portfolio

Follow Moody Lynn & Lieberson, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moody Lynn & Lieberson, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moody Lynn & Lieberson, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email