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
$212,000 0.01% of portfolio
715
Q3 2025 New
$0
$229,000 0.01% of portfolio
2,407
Q2 2025 Reduced 2.04%
$15.3B
$230,000 0.01% of portfolio
3,810
Q3 2025 New
$0
$209,000 0.01% of portfolio
5,300
Q2 2025 New
$202B
$232,000 0.01% of portfolio
43
Q2 2025 New
$19.7B
$245,000 0.01% of portfolio
4,503
Q3 2025 Added 13.6%
$61.8B
$247,000 0.01% of portfolio
2,201
Q2 2025 Added 1.8%
$28.4B
$231,000 0.01% of portfolio
3,938
Q3 2025 Added 4.15%
$32.7B
$253,000 0.01% of portfolio
2,922
Q3 2025 Added 9.36%
$6.89B
$260,000 0.01% of portfolio
6,934
Q2 2025 Added 0.27%
$29.9B
$220,000 0.01% of portfolio
3,021
Q3 2025 Reduced 55.7%
$37.7B
$234,000 0.01% of portfolio
3,501
Q3 2025 Reduced 8.57%
$27.2B
$255,000 0.01% of portfolio
1,732
Q2 2025 Reduced 1.87%
$11.8B
$214,000 0.01% of portfolio
26,187
Q3 2025 New
$40.6B
$241,000 0.01% of portfolio
2,674
Q1 2025 Reduced 15.08%
$159B
$211,000 0.01% of portfolio
435
Q3 2025 Reduced 0.23%
$50.8B
$231,000 0.01% of portfolio
4,250
Q3 2025 New
Fidelity Tr 500 Index Fund
-
$0 0.0% of portfolio
-
Q3 2025 Added 87.21%
Ftai Aviation LTD
-
$0 0.0% of portfolio
-
Q3 2025 New
$0
$0 0.0% of portfolio
3,139
Q3 2025 New
Fidelity Growth Discovery
-
$0 0.0% of portfolio
-
Q3 2025 New
Lam Research Corp New
-
$0 0.0% of portfolio
-
Q2 2025 Added 2.17%
Reddit Inc Cl A
-
$0 0.0% of portfolio
-
Q3 2025 New
Blackrock Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 8.02%
Blackstone Reit Inc Cl I
-
$0 0.0% of portfolio
-
Q2 2023 New
Searchlight Minerals Corp New
-
$0 0.0% of portfolio
-
Q2 2023 New
Jacobs Solutions Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.24%
Brookfield Renewable Corp Cl A
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 9.21%
Brookfield Corp Cl A
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 4.97%
Arista Networks Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 1.37%
Elicio Therapeutics Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
Ferguson Enterprises Inc Commo
-
$0 0.0% of portfolio
-
Q3 2025 Added 20.54%
Schwab Capital Trust S&P 500
-
$0 0.0% of portfolio
-
Q3 2025 New
Linde PLC
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.47%
American Century Mutual Funds
-
$0 0.0% of portfolio
-
Q3 2025 New
Franklin Custodian Funds Growt
-
$0 0.0% of portfolio
-
Q3 2025 New
Artisan Partners Funds Inc Int
-
$0 0.0% of portfolio
-
Q4 2023 New
$23.9B
$0 0.0% of portfolio
-
Q3 2025 Added 4.4%
Fidelity Contrafund New Insigh
-
$0 0.0% of portfolio
-
Q4 2023 New
Fidelity Contrafund
-
$0 0.0% of portfolio
-
Q2 2025 Added 7.39%
Fidelity Asset Mgr
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 29.64%
Federated Hermes Equity Funds
-
$0 0.0% of portfolio
-
Q3 2025 Added 19.57%
Delaware Equity Funds V Small
-
$0 0.0% of portfolio
-
Q4 2023 New
Brown Advisory Funds Sustnble
-
$0 0.0% of portfolio
-
Q2 2025 New
Blackrock Mgd Fund Inst
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 3.66%
Harbor Funds Cap Apprec Inst
-
$0 0.0% of portfolio
-
Q4 2023 New
Harding Loevner Funds Inc Intl
-
$0 0.0% of portfolio
-
Q1 2024 Reduced 10.47%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.91%
Millrose Properties Inc Cl A
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 1.86%

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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