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
$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%
$0
$497,000 0.03% of portfolio
744
Q3 2025 Added 0.4%
$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%
$0
$481,000 0.03% of portfolio
3,385
Q3 2025 Reduced 5.97%
$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%
$0
$295,000 0.02% of portfolio
1,449
Q4 2024 Added 11.46%
$0
$436,000 0.02% of portfolio
2,112
Q2 2025 Reduced 2.27%
$0
$400,000 0.02% of portfolio
9,052
Q2 2025 Reduced 0.55%
$0
$397,000 0.02% of portfolio
662
Q2 2024 Added 8.17%
$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%
$0
$406,000 0.02% of portfolio
5,702
Q3 2025 Added 0.42%
$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%
$113B
$421,000 0.02% of portfolio
4,452
Q3 2025 Reduced 20.7%
$30.1B
$399,000 0.02% of portfolio
1,200
Q3 2025 Reduced 0.58%
$10.2B
$296,000 0.02% of portfolio
6,604
Q3 2025 Reduced 34.39%
$139B
$275,000 0.02% of portfolio
603
Q3 2025 Reduced 1.63%
$2.2B
$281,000 0.02% of portfolio
5,382
Q3 2025 Added 3.94%
$115B
$278,000 0.02% of portfolio
2,432
Q3 2025 Added 11.41%
$10.6B
$267,000 0.02% of portfolio
4,625
Q3 2025 Added 12.8%
$79.5B
$370,000 0.02% of portfolio
2,958
Q3 2025 Reduced 33.14%
$7.89B
$371,000 0.02% of portfolio
7,339
Q3 2025 Added 2.51%
$304B
$438,000 0.02% of portfolio
1,641
Q3 2025 Reduced 91.42%
$10.8B
$309,000 0.02% of portfolio
5,922
Q3 2025 Added 4.93%
$85.6B
$302,000 0.02% of portfolio
1,540
Q2 2025 New
$75.3B
$430,000 0.02% of portfolio
5,253
Q3 2025 Added 12.89%
$164B
$316,000 0.02% of portfolio
9,441
Q3 2025 Reduced 0.41%
$73.1B
$321,000 0.02% of portfolio
1,175
Q3 2025 Reduced 43.43%
$40.2B
$300,000 0.02% of portfolio
3,601
Q2 2025 Reduced 63.49%
$117B
$203,000 0.01% of portfolio
87
Q2 2025 New
$0
$228,000 0.01% of portfolio
1,028
Q2 2025 New
$0
$250,000 0.01% of portfolio
2,816
Q2 2025 New

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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