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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.18 Million 0.29% of portfolio
96,201
Q3 2025 New
$0
$4.99 Million 0.28% of portfolio
23,827
Q3 2025 Added 44.43%
$207B
$4.96 Million 0.28% of portfolio
33,372
Q3 2025 Reduced 2.0%
$55.3B
$4.91 Million 0.28% of portfolio
16,070
Q3 2025 Reduced 0.89%
$65.9B
$4.91 Million 0.28% of portfolio
24,096
Q3 2025 Reduced 39.57%
$78.8B
$4.68 Million 0.27% of portfolio
74,882
Q3 2025 Added 0.87%
$52.4B
$4.65 Million 0.26% of portfolio
7,280
Q3 2025 Added 0.68%
$82.9B
$4.17 Million 0.24% of portfolio
33,733
Q3 2025 Added 1.81%
$23.6B
$4.21 Million 0.24% of portfolio
9,006
Q3 2025 Reduced 57.02%
$89.4B
$4.28 Million 0.24% of portfolio
12,355
Q3 2025 Reduced 39.44%
$117B
$3.97 Million 0.23% of portfolio
8,097
Q3 2025 Reduced 3.61%
$19.5B
$4.05 Million 0.23% of portfolio
21,953
Q3 2025 New
$21.2B
$3.96 Million 0.22% of portfolio
8,194
Q3 2025 Reduced 25.74%
$17.9B
$3.84 Million 0.22% of portfolio
27,237
Q3 2025 Reduced 3.72%
$275B
$3.75 Million 0.21% of portfolio
36,364
Q3 2025 Added 142.43%
$0
$3.54 Million 0.2% of portfolio
65,370
Q3 2025 Added 870.46%
$0
$3.3 Million 0.19% of portfolio
10,299
Q2 2025 Reduced 4.63%
$34.5B
$3.17 Million 0.18% of portfolio
110,118
Q3 2025 Added 34.56%
$218B
$3.07 Million 0.17% of portfolio
36,574
Q3 2025 Reduced 3.23%
$0
$2.94 Million 0.17% of portfolio
6,280
Q3 2025 Reduced 18.08%
$1.46T
$2.69 Million 0.15% of portfolio
3,664
Q3 2025 Added 0.99%
$18.8B
$2.49 Million 0.14% of portfolio
105,291
Q3 2025 Added 0.05%
$21.3B
$2.44 Million 0.14% of portfolio
27,858
Q3 2025 Reduced 19.83%
$266B
$2.44 Million 0.14% of portfolio
19,041
Q3 2025 Added 731.85%
$300B
$2.54 Million 0.14% of portfolio
37,129
Q3 2025 Added 0.37%
$0
$2.52 Million 0.14% of portfolio
27,010
Q3 2025 Reduced 35.54%
$64.2B
$2.42 Million 0.14% of portfolio
5,834
Q3 2025 Added 2.17%
$52B
$2.16 Million 0.12% of portfolio
3,012
Q3 2025 Reduced 58.12%
$99.3B
$2.09 Million 0.12% of portfolio
2,758
Q3 2025 Added 2.19%
$74.9B
$1.9 Million 0.11% of portfolio
7,300
Q3 2025 Reduced 0.31%
$255B
$1.94 Million 0.11% of portfolio
25,322
Q3 2025 New
$65.8B
$1.76 Million 0.1% of portfolio
7,658
Q3 2025 Added 1.92%
$0
$1.77 Million 0.1% of portfolio
9,329
Q2 2025 Reduced 1.49%
$158B
$1.75 Million 0.1% of portfolio
7,078
Q3 2025 Reduced 21.17%
$0
$1.61 Million 0.09% of portfolio
3,466
Q4 2024 Reduced 1.92%
$0
$1.61 Million 0.09% of portfolio
2,705
Q3 2025 Added 0.19%
$49.5B
$1.5 Million 0.09% of portfolio
1,573
Q3 2025 Added 0.06%
$17.3B
$1.41 Million 0.08% of portfolio
4,373
Q3 2025 Added 3.38%
$42.7B
$1.36 Million 0.08% of portfolio
5,272
Q3 2025 Added 1.8%
$29.9B
$1.49 Million 0.08% of portfolio
14,569
Q3 2025 Added 2.53%
$403B
$1.35 Million 0.08% of portfolio
1,454
Q3 2025 Reduced 62.29%
$0
$1.22 Million 0.07% of portfolio
5,062
Q3 2025 Added 8.32%
$84.6B
$1.3 Million 0.07% of portfolio
5,010
Q3 2025 Reduced 16.08%
$163B
$1.17 Million 0.07% of portfolio
8,116
Q3 2025 Reduced 5.64%
$429B
$1.26 Million 0.07% of portfolio
24,360
Q3 2025 Reduced 3.28%
$135B
$1.24 Million 0.07% of portfolio
5,244
Q3 2025 Reduced 11.0%
$48.9B
$1.16 Million 0.07% of portfolio
4,016
Q3 2025 Added 0.27%
$104B
$1.18 Million 0.07% of portfolio
2,801
Q3 2025 Added 3.55%
$0
$1.17 Million 0.07% of portfolio
9,704
Q3 2025 Added 0.14%

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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