Moody Lynn & Lieberson, LLC Portfolio Holdings

Moody Lynn & Lieberson, LLC

  • $1.48 Billion
  • Q1 2025

Moody Lynn & Lieberson, LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.48 Billion distributed in 244 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $70.3M, Microsoft Corp with a value of $69.8M, Broadcom Inc. with a value of $69.5M, Eli Lilly & CO with a value of $69.4M, and Apple Inc. with a value of $60.8M.

Examining the 13F form we can see an decrease of $66.7M in the current position value, from $1.54B to 1.48B.

Below you can find more details about Moody Lynn & Lieberson, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.48 Billion
Technology: $348 Million
Healthcare: $301 Million
Financial Services: $276 Million
Industrials: $125 Million
Communication Services: $109 Million
ETFs: $105 Million
Consumer Cyclical: $94.8 Million
Consumer Defensive: $49.1 Million
Other: $68.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$199B
$218,000 0.01% of portfolio
2,123
Q1 2025 Reduced 86.32%
$69.5B
$215,000 0.01% of portfolio
4,588
Q1 2025 Added 13.62%
$76.7B
$220,000 0.01% of portfolio
2,354
Q2 2024 Added 2.17%
$10.4B
$165,000 0.01% of portfolio
1,925
Q1 2025 Reduced 9.41%
$167B
$209,000 0.01% of portfolio
412
Q3 2024 New
$5.67B
$209,000 0.01% of portfolio
6,915
Q3 2024 New
$147B
$203,000 0.01% of portfolio
4,615
Q1 2025 Reduced 10.65%
$42.8B
$210,000 0.01% of portfolio
4,600
Q3 2024 New
$90.7B
$215,000 0.01% of portfolio
9,479
Q1 2025 New
$23.2B
$210,000 0.01% of portfolio
1,765
Q1 2025 New
$19.7B
$209,000 0.01% of portfolio
3,925
Q1 2025 Reduced 16.49%
Old Westbury Funds Inc Large C
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 1.82%
Fidelity Contrafund
-
$0 0.0% of portfolio
-
Q4 2023 New
Fidelity Asset Mgr
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 29.64%
Federated Hermes Equity Funds
-
$0 0.0% of portfolio
-
Q4 2023 New
Elicio Therapeutics Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
Blackrock Mgd Fund Inst
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 3.66%
Brookfield Renewable Corp Cl A
-
$0 0.0% of portfolio
-
Q1 2025 New
Blackrock Funds Iv Systamt Mlt
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 5.26%
Artisan Partners Funds Inc Int
-
$0 0.0% of portfolio
-
Q4 2023 New
Brookfield Corp Cl A
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 9.29%
Blackstone Reit Inc Cl I
-
$0 0.0% of portfolio
-
Q2 2023 New
Blackrock Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 2.9%
Linde PLC
-
$0 0.0% of portfolio
-
Q1 2025 Added 0.71%
Lam Research Corp New
-
$0 0.0% of portfolio
-
Q1 2025 Added 0.46%
Fidelity Contrafund New Insigh
-
$0 0.0% of portfolio
-
Q4 2023 New
Old Westbury Funds Inc Sml Mid
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 14.98%
Principal Funds Inc Mid Cap Fu
-
$0 0.0% of portfolio
-
Q4 2023 New
Vanguard Index Funds 500 Index
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 0.69%
$23.9B
$0 0.0% of portfolio
-
Q1 2025 Added 2.16%
Ferguson Enterprises Inc Commo
-
$0 0.0% of portfolio
-
Q1 2025 Added 85.59%
New Perspective Fund Inc
-
$0 0.0% of portfolio
-
Q4 2023 New
Harris Assoc Inv Tr Oakmrk Slt
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 4.99%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 18.89%
Thomson Reuters Corp
-
$0 0.0% of portfolio
-
Q1 2025 New
Harding Loevner Funds Inc Intl
-
$0 0.0% of portfolio
-
Q1 2024 Reduced 10.47%
Harbor Funds Cap Apprec Inst
-
$0 0.0% of portfolio
-
Q4 2023 New
Arista Networks Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 64.26%
Old Westbury Funds Inc All Cap
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 3.1%
Fidelity Tr 500 Index Fund
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 2.64%
Jacobs Solutions Inc
-
$0 0.0% of portfolio
-
Q4 2023 Reduced 85.86%
Searchlight Minerals Corp New
-
$0 0.0% of portfolio
-
Q2 2023 New

Summary

  • Portfolio
  • No. of Stocks 244
  • Current Value $1.48 Billion
  • Prior Value $1.54 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 17 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 80 stocks
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