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 Market Cap. of $200 Billions or more
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