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
$0
$5.48 Million 0.33% of portfolio
105,284
Q2 2025 Reduced 2.5%
$442B
$5.24 Million 0.32% of portfolio
48,604
Q2 2025 Reduced 56.15%
$133B
$5.19 Million 0.32% of portfolio
6,763
Q4 2024 Reduced 1.17%
$227B
$5.21 Million 0.32% of portfolio
16,331
Q2 2025 Added 6.21%
$84.1B
$5.01 Million 0.3% of portfolio
74,238
Q2 2025 Reduced 2.86%
$17B
$4.49 Million 0.27% of portfolio
11,034
Q2 2025 Added 935.08%
$210B
$4.25 Million 0.26% of portfolio
14,426
Q2 2025 Added 0.31%
$93.6B
$4.28 Million 0.26% of portfolio
8,400
Q2 2025 Added 60.31%
$169B
$4.06 Million 0.25% of portfolio
7,470
Q2 2025 Reduced 49.68%
$18.2B
$4.17 Million 0.25% of portfolio
28,289
Q2 2025 Added 0.42%
$51.7B
$4.07 Million 0.25% of portfolio
16,215
Q2 2025 New
$178B
$3.93 Million 0.24% of portfolio
34,052
Q2 2025 New
$54.3B
$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%
$0
$3.75 Million 0.23% of portfolio
41,905
Q2 2025 Added 5.75%
$439B
$3.82 Million 0.23% of portfolio
3,856
Q2 2025 Added 0.42%
$60.2B
$3.69 Million 0.22% of portfolio
85,093
Q2 2025 Added 0.12%
$0
$3.23 Million 0.2% of portfolio
7,666
Q2 2025 Added 900.78%
$66.5B
$3.27 Million 0.2% of portfolio
33,133
Q2 2025 Added 0.26%
$95.3B
$3.35 Million 0.2% of portfolio
15,155
Q2 2025 Added 148.69%
$22.4B
$3.34 Million 0.2% of portfolio
34,747
Q2 2025 Reduced 0.08%
$0
$3.11 Million 0.19% of portfolio
16,497
Q2 2025 New
$203B
$2.99 Million 0.18% of portfolio
37,793
Q2 2025 Reduced 20.72%
$0
$2.89 Million 0.18% of portfolio
38,549
Q2 2025 Added 10.11%
$0
$2.94 Million 0.18% of portfolio
10,299
Q2 2025 Reduced 4.63%
$1.19B
$2.74 Million 0.17% of portfolio
48,810
Q2 2025 Added 60.32%
$70.6B
$2.78 Million 0.17% of portfolio
26,415
Q2 2025 New
$293B
$2.57 Million 0.16% of portfolio
36,993
Q2 2025 Added 0.77%
$150B
$2.68 Million 0.16% of portfolio
8,979
Q2 2025 Reduced 0.2%
$19.1B
$2.67 Million 0.16% of portfolio
105,241
Q2 2025 Added 0.04%
$1.78T
$2.68 Million 0.16% of portfolio
3,628
Q2 2025 Reduced 29.96%
$33.7B
$2.13 Million 0.13% of portfolio
81,838
Q2 2025 Added 38.18%
$56B
$2.16 Million 0.13% of portfolio
5,710
Q2 2025 Reduced 0.38%
$96.6B
$1.89 Million 0.11% of portfolio
2,699
Q2 2025 Reduced 0.26%
$80B
$1.81 Million 0.11% of portfolio
7,323
Q2 2025 Added 0.37%
$73.8B
$1.85 Million 0.11% of portfolio
7,514
Q2 2025 Reduced 0.37%
$86B
$1.63 Million 0.1% of portfolio
5,970
Q2 2025 Reduced 72.94%
$0
$1.7 Million 0.1% of portfolio
9,329
Q2 2025 Reduced 1.49%
$48.5B
$1.64 Million 0.1% of portfolio
1,572
Q2 2025 Added 0.06%
$146B
$1.71 Million 0.1% of portfolio
7,348
Q2 2025 Reduced 6.38%
$26.8B
$1.46 Million 0.09% of portfolio
14,210
Q2 2025 Added 4.91%
$0
$1.53 Million 0.09% of portfolio
2,700
Q1 2025 Added 0.71%
$0
$1.53 Million 0.09% of portfolio
3,466
Q4 2024 Reduced 1.92%
$281B
$1.47 Million 0.09% of portfolio
15,000
Q2 2025 Added 16.73%
$201B
$1.32 Million 0.08% of portfolio
1,672
Q2 2025 Added 0.91%
$232B
$1.26 Million 0.08% of portfolio
4,628
Q2 2025 Reduced 7.37%
$135B
$1.36 Million 0.08% of portfolio
5,892
Q2 2025 Reduced 4.58%
$17.1B
$1.39 Million 0.08% of portfolio
4,230
Q2 2025 Added 1.44%
$15.3B
$1.39 Million 0.08% of portfolio
15,892
Q2 2025 New

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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