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
$101B
$1.05 Million 0.06% of portfolio
15,870
Q3 2025 Reduced 0.13%
$260B
$1.1 Million 0.06% of portfolio
4,637
Q3 2025 Added 0.19%
$205B
$1.11 Million 0.06% of portfolio
9,724
Q3 2025 Reduced 1.11%
$22.9B
$1.08 Million 0.06% of portfolio
1,983
Q3 2025 Added 3.12%
$73.2B
$975,000 0.06% of portfolio
5,790
Q3 2025 Added 19.68%
$31.9B
$994,000 0.06% of portfolio
810
Q3 2025 Added 7.57%
$3.12B
$1.09 Million 0.06% of portfolio
60,195
Q3 2025 Added 30.49%
$19B
$1.03 Million 0.06% of portfolio
13,487
Q3 2025 Added 2.21%
$3.8B
$1.14 Million 0.06% of portfolio
15,010
Q2 2025 Added 0.07%
$0
$831,000 0.05% of portfolio
1,358
Q3 2025 Reduced 5.17%
$18.4B
$900,000 0.05% of portfolio
4,134
Q3 2025 Added 40.37%
$81.4B
$871,000 0.05% of portfolio
12,499
Q3 2025 Added 24.01%
$135B
$906,000 0.05% of portfolio
4,306
Q3 2025 Reduced 41.4%
$6.97B
$836,000 0.05% of portfolio
14,601
Q3 2025 Added 2.28%
$39.3B
$900,000 0.05% of portfolio
5,925
Q3 2025 Reduced 10.23%
$0
$862,000 0.05% of portfolio
6,201
Q1 2025 Reduced 3.43%
$0
$898,000 0.05% of portfolio
13,766
Q3 2025 Reduced 1.35%
$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%
$0
$966,000 0.05% of portfolio
5,307
Q4 2024 Reduced 0.58%
$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%
$0
$695,000 0.04% of portfolio
9,100
Q3 2025 Reduced 91.36%
$188B
$758,000 0.04% of portfolio
1,111
Q3 2025 Reduced 33.55%
$0
$780,000 0.04% of portfolio
5,405
Q4 2024 Reduced 22.84%
$0
$693,000 0.04% of portfolio
5,834
Q3 2025 Reduced 4.17%
$0
$762,000 0.04% of portfolio
7,902
Q1 2022 Reduced 1.54%
$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%
$0
$712,000 0.04% of portfolio
2,426
Q3 2025 Reduced 8.21%
$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%
$63B
$575,000 0.03% of portfolio
2,061
Q3 2025 Reduced 10.86%
$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%
$0
$470,000 0.03% of portfolio
7,846
Q3 2025 Reduced 0.25%
$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%

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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