Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MOODY LYNN & LIEBERSON, LLC (CIK 938592) reported $1.90B across 264 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOGL ($137.6M, 7.26%), NVDA ($126.9M, 6.69%), AVGO ($116.4M, 6.14%), LLY ($97.4M, 5.14%), AAPL ($81.7M, 4.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC CAP STOCK CL A | $137.6M | 7.26% | 385,173 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $126.9M | 6.69% | 633,979 | Trimmed |
| 3 | AVGO | BROADCOM INC | $116.4M | 6.14% | 308,225 | Trimmed |
| 4 | LLY | LILLY ELI & CO | $97.4M | 5.14% | 81,167 | Trimmed |
| 5 | AAPL | APPLE INC | $81.7M | 4.31% | 282,181 | Added |
| 6 | MSFT | MICROSOFT CORP | $69.5M | 3.67% | 186,285 | Trimmed |
| 7 | JPM | JPMORGAN CHASE & CO | $64.1M | 3.38% | 195,923 | Trimmed |
| 8 | AMZN | AMAZON.COM INC | $59.9M | 3.16% | 251,450 | Added |
| 9 | GEV | GE VERNOVA INC | $58.7M | 3.10% | 49,980 | Trimmed |
| 10 | GLD | SPDR GOLD SHARES | $55.2M | 2.91% | 149,771 | Trimmed |
| 11 | MS | MORGAN STANLEY | $53.6M | 2.83% | 256,389 | Added |
| 12 | BRK/B | BERKSHIRE HATHAWAY INC CL B NE | $48.8M | 2.57% | 97,481 | Trimmed |
| 13 | ABBV | ABBVIE INC | $42.5M | 2.24% | 168,964 | Trimmed |
| 14 | WM | WASTE MANAGEMENT INC DEL | $40.0M | 2.11% | 179,600 | Trimmed |
| 15 | MA | MASTERCARD INCORPORATED CL A | $38.6M | 2.04% | 75,190 | Trimmed |
| 16 | LIN | LINDE PLC | $36.4M | 1.92% | 70,095 | Trimmed |
| 17 | JNJ | JOHNSON & JOHNSON | $34.2M | 1.80% | 134,657 | Added |
| 18 | VRTX | VERTEX PHARMACEUTICALS INC | $28.1M | 1.48% | 56,624 | Trimmed |
| 19 | BX | BLACKSTONE INC | $27.3M | 1.44% | 232,345 | Added |
| 20 | ETN | EATON CORP PLC | $26.8M | 1.41% | 62,861 | Trimmed |
| 21 | SYK | STRYKER CORPORATION | $24.5M | 1.29% | 77,812 | Trimmed |
| 22 | ABT | ABBOTT LABORATORIES | $22.5M | 1.19% | 248,217 | Added |
| 23 | HD | HOME DEPOT INC | $22.4M | 1.18% | 63,531 | Trimmed |
| 24 | TMO | THERMO FISHER SCIENTIFIC INC | $20.5M | 1.08% | 40,920 | Trimmed |
| 25 | CVX | CHEVRON CORP | $19.9M | 1.05% | 120,250 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30