Moody Lynn & Lieberson, LLC Portfolio Holdings

Moody Lynn & Lieberson, LLC

  • $1.76 Billion
  • Q3 2025

Moody Lynn & Lieberson, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.76 Billion distributed in 259 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $127M, Nvidia Corp with a value of $120M, Microsoft Corp with a value of $100M, Alphabet Inc. with a value of $97.5M, and Apple Inc. with a value of $70.3M.

Examining the 13F form we can see an increase of $116M in the current position value, from $1.64B to 1.76B.

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

Portfolio value $1.76 Billion
Technology: $504 Million
Financial Services: $306 Million
Healthcare: $264 Million
Industrials: $170 Million
Communication Services: $163 Million
ETFs: $128 Million
Consumer Cyclical: $116 Million
Consumer Defensive: $44.9 Million
Other: $63.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$319B
$877,000 0.05% of portfolio
2,540
Q3 2025 Reduced 3.16%
$65.4B
$800,000 0.05% of portfolio
4,702
Q3 2025 Added 1.95%
$71B
$797,000 0.05% of portfolio
605
Q3 2025 Reduced 0.66%
$47.1B
$797,000 0.05% of portfolio
1,405
Q3 2025 Added 2.18%
$21.7B
$815,000 0.05% of portfolio
9,183
Q3 2025 Added 2.32%
$38.6B
$955,000 0.05% of portfolio
10,446
Q3 2025 Reduced 8.97%
$394B
$760,000 0.04% of portfolio
4,171
Q3 2025 New
$12.2B
$640,000 0.04% of portfolio
1,585
Q3 2025 Added 2.86%
$160B
$777,000 0.04% of portfolio
2,754
Q3 2025 Reduced 1.33%
$138B
$679,000 0.04% of portfolio
26,687
Q3 2025 Reduced 9.73%
$188B
$758,000 0.04% of portfolio
1,111
Q3 2025 Reduced 33.55%
$276B
$710,000 0.04% of portfolio
2,517
Q3 2025 Reduced 82.55%
$92.8B
$698,000 0.04% of portfolio
8,256
Q3 2025 Reduced 0.53%
$70.5B
$713,000 0.04% of portfolio
11,258
Q3 2025 Added 2.39%
$83.3B
$776,000 0.04% of portfolio
4,035
Q3 2025 Reduced 73.38%
$34B
$684,000 0.04% of portfolio
2,874
Q3 2025 Added 2.61%
$17.8B
$568,000 0.03% of portfolio
1,640
Q3 2025 Added 2.89%
$421B
$602,000 0.03% of portfolio
622
Q3 2025 Reduced 44.81%
$4.49B
$465,000 0.03% of portfolio
13,500
Q2 2025 New
$57.5B
$474,000 0.03% of portfolio
2,526
Q2 2025 Added 1.04%
$11.9B
$599,000 0.03% of portfolio
6,429
Q3 2025 Added 1.9%
$27.3B
$490,000 0.03% of portfolio
3,711
Q3 2025 New
$3.57B
$522,000 0.03% of portfolio
12,560
Q3 2025 Added 2.16%
$15.3B
$590,000 0.03% of portfolio
6,012
Q3 2025 Reduced 62.17%
$82.5B
$608,000 0.03% of portfolio
4,639
Q3 2025 Reduced 1.72%
$157B
$505,000 0.03% of portfolio
2,548
Q3 2025 Reduced 31.52%
$25.5B
$541,000 0.03% of portfolio
3,243
Q3 2025 Added 3.21%
$158B
$602,000 0.03% of portfolio
1,708
Q3 2025 Reduced 30.77%
$129B
$471,000 0.03% of portfolio
945
Q3 2025 Reduced 7.44%
$286B
$533,000 0.03% of portfolio
5,814
Q3 2025 Reduced 32.31%
$35.2B
$461,000 0.03% of portfolio
4,030
Q3 2025 Reduced 10.86%
$160B
$581,000 0.03% of portfolio
7,701
Q3 2025 Reduced 25.81%
$120B
$548,000 0.03% of portfolio
2,233
Q3 2025 Reduced 22.44%
$53B
$571,000 0.03% of portfolio
2,434
Q3 2025 Reduced 0.04%
$67B
$523,000 0.03% of portfolio
16,740
Q3 2025 Added 3.48%
$51.8B
$414,000 0.02% of portfolio
1,931
Q3 2025 Reduced 4.59%
$193B
$265,000 0.02% of portfolio
4,565
Q2 2025 Reduced 1.08%
$20.9B
$354,000 0.02% of portfolio
1,184
Q3 2025 Added 0.34%
$167B
$338,000 0.02% of portfolio
7,698
Q3 2025 Reduced 2.67%
$69.4B
$343,000 0.02% of portfolio
7,116
Q3 2025 Reduced 9.71%
$224B
$311,000 0.02% of portfolio
1,921
Q3 2025 Reduced 1.13%
$73.8B
$399,000 0.02% of portfolio
1,989
Q2 2025 Added 1.69%
$13.7B
$283,000 0.02% of portfolio
7,572
Q3 2025 New
$24.5B
$321,000 0.02% of portfolio
1,554
Q3 2023 New
$115B
$346,000 0.02% of portfolio
1,227
Q3 2025 Reduced 0.16%
$48.9B
$346,000 0.02% of portfolio
5,657
Q2 2025 Added 1.02%
$40.4B
$325,000 0.02% of portfolio
2,007
Q3 2025 Reduced 0.1%
$23.8B
$369,000 0.02% of portfolio
3,678
Q3 2025 Added 2.94%
$65.6B
$359,000 0.02% of portfolio
1,196
Q3 2025 Added 12.72%

Summary

  • Portfolio
  • No. of Stocks 259
  • Current Value $1.76 Billion
  • Prior Value $1.64 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 19 stocks
  • Additional Purchases 88 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 99 stocks
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