Moody Lynn & Co/
Latest statistics and disclosures from Moody Lynn & Lieberson's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, NVDA, AVGO, MSFT, LLY, and represent 28.81% of Moody Lynn & Lieberson's stock portfolio.
- Added to shares of these 10 stocks: NFLX (+$29M), NOW (+$18M), UNP (+$9.9M), BRK.B, XOM, FERG, GILD, AMGN, JPM, KO.
- Started 18 new stock positions in XBI, MDB, SCHX, VMATX, MKC, MU, B, VTIAX, FCX, TSM. CMI, PRQR, AMAT, CL, TOST, REGN, MCO, WPM.
- Reduced shares in these 10 stocks: AVGO (-$20M), ICE (-$12M), ORLY (-$6.5M), ORCL, XLF, HUBS, SPOT, BWXT, BLDR, CYBR.
- Sold out of its positions in TWCUX, BWXT, HRB, BIAWX, DKNG, EQT, FNF, FI, HUBS, MELI. PHM, RDDT.
- Moody Lynn & Lieberson was a net buyer of stock by $26M.
- Moody Lynn & Lieberson has $1.9B in assets under management (AUM), dropping by 1.56%.
- Central Index Key (CIK): 0000938592
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Portfolio Holdings for Moody Lynn & Lieberson
Moody Lynn & Lieberson holds 265 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Inc Class A cs (GOOGL) | 6.7 | $126M | 401k | 313.00 |
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| NVIDIA Corporation (NVDA) | 6.4 | $121M | 648k | 186.50 |
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| Broadcom (AVGO) | 6.0 | $114M | -14% | 328k | 346.10 |
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| Microsoft Corporation (MSFT) | 5.0 | $94M | 194k | 483.62 |
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| Eli Lilly & Co. (LLY) | 4.8 | $90M | +3% | 84k | 1074.68 |
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| Apple (AAPL) | 4.0 | $76M | 279k | 271.86 |
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| Spdr Gold Shares Etf (GLD) | 3.9 | $74M | 186k | 396.31 |
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| JPMorgan Chase & Co. (JPM) | 3.6 | $68M | +5% | 210k | 322.22 |
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| Amazon (AMZN) | 3.0 | $56M | -2% | 243k | 230.82 |
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| Berkshire Hathaway (BRK.B) | 2.6 | $49M | +10% | 98k | 502.65 |
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| Morgan Stanley (MS) | 2.5 | $47M | 262k | 177.53 |
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| MasterCard Incorporated (MA) | 2.4 | $46M | 80k | 570.88 |
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| Abbvie (ABBV) | 2.3 | $44M | +4% | 193k | 228.49 |
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| Blackstone Group Inc Com Cl A (BX) | 2.3 | $43M | -3% | 279k | 154.14 |
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| Waste Management (WM) | 2.2 | $41M | 186k | 219.71 |
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| Abbott Laboratories (ABT) | 1.8 | $34M | +2% | 270k | 125.29 |
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| Netflix (NFLX) | 1.7 | $33M | +874% | 347k | 93.76 |
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| Stryker Corporation (SYK) | 1.6 | $30M | -6% | 84k | 351.47 |
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| Linde (LIN) | 1.5 | $28M | 66k | 426.39 |
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| Eaton (ETN) | 1.4 | $26M | -6% | 81k | 318.51 |
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| Johnson & Johnson (JNJ) | 1.3 | $25M | +4% | 122k | 206.95 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 1.3 | $25M | -2% | 55k | 453.36 |
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| Ge Vernova (GEV) | 1.3 | $24M | 37k | 653.57 |
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| Thermo Fisher Scientific (TMO) | 1.3 | $24M | +2% | 41k | 579.45 |
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| Home Depot (HD) | 1.3 | $24M | 69k | 344.10 |
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| Servicenow (NOW) | 1.2 | $23M | +391% | 148k | 153.19 |
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| Wells Fargo & Company (WFC) | 0.9 | $18M | -8% | 188k | 93.20 |
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| Hitachi (HTHIY) | 0.9 | $17M | 538k | 31.20 |
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| Ferguson (FERG) | 0.9 | $17M | +30% | 75k | 222.63 |
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| Coca-Cola Company (KO) | 0.9 | $16M | +24% | 235k | 69.91 |
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| Alphabet Inc Class C cs (GOOG) | 0.9 | $16M | +7% | 52k | 313.80 |
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| Southern Company (SO) | 0.8 | $15M | 170k | 87.20 |
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| Northrop Grumman Corporation (NOC) | 0.7 | $14M | -13% | 25k | 570.21 |
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| Chevron Corporation (CVX) | 0.7 | $14M | -16% | 92k | 152.41 |
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| Spdr S&p 500 Etf Etf (SPY) | 0.7 | $14M | 20k | 681.93 |
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| Visa (V) | 0.7 | $14M | 39k | 350.71 |
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| Gilead Sciences (GILD) | 0.6 | $12M | +46% | 97k | 122.74 |
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| Pepsi (PEP) | 0.6 | $12M | +25% | 83k | 143.52 |
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| McDonald's Corporation (MCD) | 0.6 | $11M | 37k | 305.63 |
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| Union Pacific Corporation (UNP) | 0.6 | $11M | +816% | 48k | 231.32 |
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| General Electric (GE) | 0.6 | $11M | 34k | 308.03 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $10M | +75% | 85k | 120.34 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $8.6M | 47k | 183.40 |
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| Arista Networks (ANET) | 0.4 | $7.8M | -6% | 60k | 131.03 |
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| Goldman Sachs (GS) | 0.4 | $7.0M | 7.9k | 879.00 |
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| Procter & Gamble Company (PG) | 0.4 | $6.7M | 47k | 143.31 |
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| Vanguard Total Stock Market In Etf (VTI) | 0.3 | $6.0M | 18k | 335.27 |
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| American Express Company (AXP) | 0.3 | $5.8M | 16k | 369.95 |
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| O'reilly Automotive (ORLY) | 0.3 | $5.4M | -54% | 59k | 91.21 |
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| Shopify Inc cl a (SHOP) | 0.3 | $5.3M | -2% | 33k | 160.97 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $5.2M | -3% | 30k | 173.49 |
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| IDEXX Laboratories (IDXX) | 0.3 | $4.9M | 7.3k | 676.53 |
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| Merck & Co (MRK) | 0.3 | $4.7M | +23% | 45k | 105.26 |
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| Amphenol Corporation (APH) | 0.2 | $4.7M | +3% | 35k | 135.14 |
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| Automatic Data Processing (ADP) | 0.2 | $4.7M | 18k | 257.23 |
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| L3harris Technologies (LHX) | 0.2 | $4.7M | 16k | 293.57 |
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| Mondelez Int (MDLZ) | 0.2 | $4.6M | +15% | 86k | 53.83 |
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| Palo Alto Networks (PANW) | 0.2 | $4.4M | 24k | 184.20 |
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| AstraZeneca | 0.2 | $4.4M | +89% | 48k | 91.93 |
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| iShares Dow Jones US Aerospace & Def.ETF (ITA) | 0.2 | $4.3M | -15% | 20k | 214.69 |
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| Amgen (AMGN) | 0.2 | $4.3M | +374% | 13k | 327.31 |
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| Builders FirstSource (BLDR) | 0.2 | $4.3M | -43% | 42k | 102.89 |
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| Intuitive Surgical (ISRG) | 0.2 | $4.2M | 7.4k | 566.36 |
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| Novartis (NVS) | 0.2 | $4.0M | +53% | 29k | 137.87 |
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| Sherwin-Williams Company (SHW) | 0.2 | $4.0M | 12k | 324.03 |
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| HEICO Corporation (HEI) | 0.2 | $3.9M | +175% | 12k | 323.59 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 0.2 | $3.8M | 8.0k | 468.76 |
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| Extra Space Storage (EXR) | 0.2 | $3.4M | -4% | 26k | 130.22 |
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| Ishares Russell 2000 Growth Et Etf (IWO) | 0.2 | $3.3M | 10k | 323.01 |
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| Ishares Russell 1000 Growth Et Etf (IWF) | 0.2 | $3.0M | 6.3k | 473.30 |
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| Vanguard Index Funds 500 Index MF (VFIAX) | 0.2 | $2.9M | 4.6k | 631.90 |
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| Cisco Systems (CSCO) | 0.2 | $2.8M | 37k | 77.03 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $2.8M | 105k | 26.32 |
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| iShares NASDAQ Biotechnology Index (IBB) | 0.1 | $2.7M | +192% | 16k | 168.77 |
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| Sony Corporation (SONY) | 0.1 | $2.6M | -7% | 102k | 25.60 |
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| Facebook Inc cl a (META) | 0.1 | $2.6M | +7% | 3.9k | 660.09 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $2.6M | NEW | 3.4k | 771.87 |
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| Quanta Services (PWR) | 0.1 | $2.4M | 5.8k | 422.06 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $2.4M | 2.7k | 878.96 |
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| Church & Dwight (CHD) | 0.1 | $2.3M | 28k | 83.85 |
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| SPDR S&P Biotech (XBI) | 0.1 | $2.3M | NEW | 19k | 121.93 |
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| Howmet Aerospace (HWM) | 0.1 | $2.1M | +563% | 10k | 205.02 |
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| Wheaton Precious Metals Corp (WPM) | 0.1 | $2.1M | NEW | 18k | 117.52 |
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| Rollins (ROL) | 0.1 | $1.9M | +718% | 32k | 60.02 |
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| Accenture (ACN) | 0.1 | $1.9M | 7.1k | 268.30 |
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| Illinois Tool Works (ITW) | 0.1 | $1.8M | 7.3k | 246.30 |
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| Invesco S&p 500 Equal Weight E Etf (RSP) | 0.1 | $1.7M | -2% | 9.1k | 191.56 |
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| Oracle Corporation (ORCL) | 0.1 | $1.7M | -73% | 8.9k | 194.91 |
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| Ishares Msci Eafe Etf Etf (EFA) | 0.1 | $1.7M | -35% | 18k | 96.03 |
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| Spdr Dow Jones Industrial Aver Etf (DIA) | 0.1 | $1.7M | 3.5k | 480.57 |
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| Crh (CRH) | 0.1 | $1.6M | +2% | 13k | 124.80 |
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| Spdr S&p Midcap 400 Etf Etf (MDY) | 0.1 | $1.6M | 2.7k | 603.28 |
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| Marriott International (MAR) | 0.1 | $1.6M | +3% | 5.2k | 310.24 |
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| Republic Services (RSG) | 0.1 | $1.6M | 7.6k | 211.93 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.6M | -60% | 14k | 111.41 |
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| W.W. Grainger (GWW) | 0.1 | $1.6M | 1.6k | 1009.05 |
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| Take-Two Interactive Software (TTWO) | 0.1 | $1.5M | +11% | 5.9k | 256.03 |
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| Arrowhead Pharmaceuticals (ARWR) | 0.1 | $1.5M | +62% | 22k | 66.39 |
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| Bank of America Corporation (BAC) | 0.1 | $1.3M | 24k | 55.00 |
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| Old Westbury Funds Inc Large C MF (OWLSX) | 0.1 | $1.3M | 62k | 20.68 |
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| TJX Companies (TJX) | 0.1 | $1.3M | +2% | 8.3k | 153.61 |
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| Blackrock (BLK) | 0.1 | $1.3M | 1.2k | 1070.34 |
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| Eastern Bankshares (EBC) | 0.1 | $1.3M | +13% | 68k | 18.43 |
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| Ishares Russell 2000 Etf Etf (IWM) | 0.1 | $1.3M | 5.1k | 246.16 |
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| salesforce (CRM) | 0.1 | $1.2M | 4.6k | 264.91 |
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| Ishares S&p 500 Growth Etf Etf (IVW) | 0.1 | $1.2M | 9.7k | 123.26 |
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| Vanguard Dividend Appreciation Etf (VIG) | 0.1 | $1.2M | 5.3k | 219.78 |
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| Iron Mountain (IRM) | 0.1 | $1.2M | -3% | 14k | 82.95 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.2M | -7% | 1.4k | 862.34 |
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| Axon Enterprise (AXON) | 0.1 | $1.1M | -34% | 2.0k | 567.93 |
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| Mettler-Toledo International (MTD) | 0.1 | $1.1M | 802.00 | 1394.19 |
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| Palantir Technologies (PLTR) | 0.1 | $1.1M | +50% | 6.3k | 177.75 |
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| Curtiss-Wright (CW) | 0.1 | $1.1M | 2.0k | 551.27 |
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| Walt Disney Company (DIS) | 0.1 | $1.1M | 9.6k | 113.77 |
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| Trane Technologies (TT) | 0.1 | $1.1M | -2% | 2.7k | 389.20 |
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| Public Storage (PSA) | 0.1 | $1.0M | 4.0k | 259.50 |
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| Principal Funds Inc Mid Cap Fu MF (PCBIX) | 0.1 | $1.0M | 24k | 42.81 |
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| Commercial Metals Company (CMC) | 0.1 | $999k | 14k | 69.22 |
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| Cabot Corporation (CBT) | 0.1 | $994k | 15k | 66.28 |
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| Asml Holding (ASML) | 0.1 | $982k | +47% | 918.00 | 1069.86 |
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| Health Care SPDR (XLV) | 0.1 | $960k | 6.2k | 154.80 |
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| Agnico (AEM) | 0.1 | $948k | -3% | 5.6k | 169.53 |
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| Vanguard S&p 500 Etf Etf (VOO) | 0.1 | $945k | +10% | 1.5k | 627.13 |
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| Ishares S&p Midcap Fund Etf (IJH) | 0.0 | $914k | 14k | 66.00 |
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| Altria (MO) | 0.0 | $913k | 16k | 57.66 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $905k | 10k | 87.35 |
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| Yum! Brands (YUM) | 0.0 | $897k | 5.9k | 151.28 |
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| Honeywell International (HON) | 0.0 | $845k | 4.3k | 195.09 |
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| UnitedHealth (UNH) | 0.0 | $840k | 2.5k | 330.11 |
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| Lam Research (LRCX) | 0.0 | $817k | +7% | 4.8k | 171.18 |
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| TransDigm Group Incorporated (TDG) | 0.0 | $810k | 609.00 | 1329.85 |
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| W.R. Berkley Corporation (WRB) | 0.0 | $793k | -16% | 11k | 70.12 |
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| Vaneck Vectors Gold Miners mutual (GDX) | 0.0 | $781k | 9.1k | 85.77 |
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| Ishares Russell Mid-cap Etf Etf (IWR) | 0.0 | $774k | 8.0k | 96.27 |
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| Msci (MSCI) | 0.0 | $763k | -5% | 1.3k | 573.73 |
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| Ss&c Technologies Holding (SSNC) | 0.0 | $763k | -5% | 8.7k | 87.42 |
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| Intercontinental Exchange (ICE) | 0.0 | $756k | -94% | 4.7k | 161.96 |
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| International Business Machines (IBM) | 0.0 | $746k | 2.5k | 296.21 |
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| Intuit (INTU) | 0.0 | $742k | 1.1k | 662.42 |
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| Delaware Equity Funds V Small MF (DCZRX) | 0.0 | $740k | 24k | 30.49 |
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| Valero Energy Corporation (VLO) | 0.0 | $726k | -5% | 4.5k | 162.79 |
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| American Tower Reit (AMT) | 0.0 | $715k | 4.1k | 175.57 |
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| Ishares S&p Small-cap Fund Etf (IJR) | 0.0 | $709k | 5.9k | 120.18 |
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| Old Westbury Funds Inc All Cap MF (OWACX) | 0.0 | $708k | -3% | 28k | 25.77 |
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| Vanguard Mid-cap Index Fund Etf (VO) | 0.0 | $706k | 2.4k | 290.16 |
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| Starbucks Corporation (SBUX) | 0.0 | $699k | 8.3k | 84.21 |
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| PNM Resources (TXNM) | 0.0 | $697k | -5% | 12k | 58.88 |
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| New Perspective Fund MF (ANWPX) | 0.0 | $665k | 9.4k | 70.61 |
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| Pfizer (PFE) | 0.0 | $664k | 27k | 24.90 |
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| Fidelity Tr 500 Index Fund MF (FXAIX) | 0.0 | $659k | 2.8k | 237.74 |
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| Fidelity Asset Mgr MF (FSANX) | 0.0 | $658k | +3% | 39k | 17.07 |
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| Nike (NKE) | 0.0 | $638k | -19% | 10k | 63.71 |
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| Chubb (CB) | 0.0 | $636k | +66% | 2.0k | 312.12 |
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| Williams Companies (WMB) | 0.0 | $636k | -6% | 11k | 60.11 |
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| Packaging Corporation of America (PKG) | 0.0 | $620k | -27% | 3.0k | 206.23 |
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| Dover Corporation (DOV) | 0.0 | $619k | -2% | 3.2k | 195.24 |
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| Nextera Energy (NEE) | 0.0 | $619k | 7.7k | 80.28 |
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| Emerson Electric (EMR) | 0.0 | $616k | 4.6k | 132.72 |
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| Broadridge Financial Solutions (BR) | 0.0 | $606k | -5% | 2.7k | 223.17 |
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| Analog Devices (ADI) | 0.0 | $606k | 2.2k | 271.20 |
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| Travelers Companies (TRV) | 0.0 | $598k | 2.1k | 290.06 |
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| Cyberark Software (CYBR) | 0.0 | $596k | -83% | 1.3k | 446.06 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $594k | 1.7k | 349.99 |
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| Vanguard Ftse Emerging Markets Etf (VWO) | 0.0 | $587k | -83% | 11k | 53.76 |
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| Danaher Corporation (DHR) | 0.0 | $583k | 2.5k | 228.92 |
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| Artisan Partners Funds Inc Int MF (APHKX) | 0.0 | $582k | 11k | 53.78 |
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| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $575k | 5.8k | 98.78 |
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| Performance Food (PFGC) | 0.0 | $569k | +5% | 6.3k | 89.92 |
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| Snap-on Incorporated (SNA) | 0.0 | $558k | 1.6k | 344.60 |
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| Enterprise Products Partners (EPD) | 0.0 | $554k | +3% | 17k | 32.06 |
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| Bj's Wholesale Club Holdings (BJ) | 0.0 | $551k | -4% | 6.1k | 90.03 |
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| Spotify Technology Sa (SPOT) | 0.0 | $526k | -88% | 905.00 | 580.71 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.0 | $516k | 754.00 | 684.94 |
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| Watsco, Incorporated (WSO) | 0.0 | $509k | -4% | 1.5k | 336.95 |
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| Schwab Capital Trust S&p 500id MF (SWPPX) | 0.0 | $493k | 28k | 17.54 |
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| Vanguard Ftse Developed Market Etf (VEA) | 0.0 | $489k | 7.8k | 62.47 |
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| Ishares Select Dividend Etf Etf (DVY) | 0.0 | $478k | 3.4k | 141.14 |
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| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $473k | 2.9k | 162.01 |
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| Cheniere Energy (LNG) | 0.0 | $472k | 2.4k | 194.39 |
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| Simon Property (SPG) | 0.0 | $468k | 2.5k | 185.11 |
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| Corning Incorporated (GLW) | 0.0 | $460k | 5.3k | 87.56 |
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| Blackstone Real Estate Income | 0.0 | $454k | 32k | 14.01 |
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| Ishares S&p 500 Value Etf Etf (IVE) | 0.0 | $448k | 2.1k | 212.07 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $442k | -3% | 913.00 | 483.67 |
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| Sap (SAP) | 0.0 | $436k | +9% | 1.8k | 242.91 |
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| Lpl Financial Holdings (LPLA) | 0.0 | $432k | 1.2k | 357.17 |
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| Financial Select Sector SPDR (XLF) | 0.0 | $429k | -91% | 7.8k | 54.77 |
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| McCormick & Company, Incorporated (MKC) | 0.0 | $428k | NEW | 6.3k | 68.11 |
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| Wec Energy Group (WEC) | 0.0 | $427k | 4.1k | 105.46 |
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| Vanguard Ftse All-world Ex Us Etf (VEU) | 0.0 | $421k | 5.7k | 73.56 |
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| Wisdomtree India Earnings Fund Etf (EPI) | 0.0 | $419k | 9.1k | 46.29 |
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| ConocoPhillips (COP) | 0.0 | $416k | 4.4k | 93.61 |
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| PNC Financial Services (PNC) | 0.0 | $415k | 2.0k | 208.73 |
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| Waters Corporation (WAT) | 0.0 | $407k | -9% | 1.1k | 379.83 |
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| Allstate Corporation (ALL) | 0.0 | $402k | 1.9k | 208.15 |
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| Invesco Qqq Trust Etf (QQQ) | 0.0 | $395k | -2% | 643.00 | 614.31 |
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| Fidelity Contrafund New Insigh MF (FINSX) | 0.0 | $394k | 8.1k | 48.78 |
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| Loews Corporation (L) | 0.0 | $382k | 3.6k | 105.31 |
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| Franklin Custodian Funds Growt MF (FKGRX) | 0.0 | $371k | 2.8k | 134.63 |
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| U.S. Bancorp (USB) | 0.0 | $369k | -2% | 6.9k | 53.36 |
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| Fidelity Contrafund MF (FCNTX) | 0.0 | $357k | 15k | 24.30 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $352k | +50% | 7.7k | 45.89 |
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| Norfolk Southern (NSC) | 0.0 | $345k | 1.2k | 288.72 |
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| Intel Corporation (INTC) | 0.0 | $333k | -4% | 9.0k | 36.90 |
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| Vanguard Star Funds Tl Int Sto MF (VTIAX) | 0.0 | $332k | NEW | 8.2k | 40.53 |
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| Old Westbury Funds Inc Sml Mid MF (OWSMX) | 0.0 | $328k | 19k | 17.41 |
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| Harris Assoc Inv Tr Oakmrk Slt MF (OANLX) | 0.0 | $328k | 3.6k | 91.10 |
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| Dominion Resources (D) | 0.0 | $326k | 5.6k | 58.59 |
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| Harbor Funds Cap Apprec Inst MF (HACAX) | 0.0 | $325k | 2.8k | 116.60 |
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| Dutch Bros (BROS) | 0.0 | $324k | 5.3k | 61.22 |
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| Mongodb Inc. Class A (MDB) | 0.0 | $320k | NEW | 762.00 | 419.69 |
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| NRG Energy (NRG) | 0.0 | $320k | 2.0k | 159.24 |
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| Ftai Aviation (FTAI) | 0.0 | $311k | 1.6k | 196.85 |
|
|
| Prologis (PLD) | 0.0 | $311k | 2.4k | 127.66 |
|
|
| Millrose Pptys Inc Com Cl A (MRP) | 0.0 | $308k | +30% | 10k | 29.87 |
|
| Philip Morris International (PM) | 0.0 | $308k | 1.9k | 160.40 |
|
|
| Verizon Communications (VZ) | 0.0 | $308k | 7.5k | 40.73 |
|
|
| Ishares Russell 1000 Value Etf Etf (IWD) | 0.0 | $305k | 1.4k | 210.34 |
|
|
| Cadence Bank | 0.0 | $297k | 6.9k | 42.84 |
|
|
| Ecolab (ECL) | 0.0 | $297k | -3% | 1.1k | 262.52 |
|
| Public Service Enterprise (PEG) | 0.0 | $291k | 3.6k | 80.30 |
|
|
| Cognizant Technology Solutions (CTSH) | 0.0 | $289k | 3.5k | 83.00 |
|
|
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $288k | 1.6k | 185.56 |
|
|
| Deere & Company (DE) | 0.0 | $282k | 606.00 | 465.57 |
|
|
| Jacobs Engineering Group (J) | 0.0 | $280k | 2.1k | 132.46 |
|
|
| Harding Loevner Funds Inc Intl MF (HLMIX) | 0.0 | $279k | 10k | 27.16 |
|
|
| Hf Sinclair Corp (DINO) | 0.0 | $267k | -2% | 5.8k | 46.08 |
|
| Copart (CPRT) | 0.0 | $260k | 6.6k | 39.15 |
|
|
| Barrick Mining Corp (B) | 0.0 | $259k | NEW | 6.0k | 43.55 |
|
| Harris Assoc Inv Tr Oakmark Ad MF (OAYMX) | 0.0 | $259k | 1.5k | 172.01 |
|
|
| American Electric Power Company (AEP) | 0.0 | $254k | 2.2k | 115.31 |
|
|
| Airbus Se Un Adr (EADSY) | 0.0 | $251k | -5% | 4.3k | 57.92 |
|
| Gildan Activewear Inc Com Cad (GIL) | 0.0 | $250k | -13% | 4.0k | 62.46 |
|
| Coca Cola European Partners (CCEP) | 0.0 | $243k | 2.7k | 90.70 |
|
|
| Cummins (CMI) | 0.0 | $241k | NEW | 472.00 | 510.45 |
|
| Applied Materials (AMAT) | 0.0 | $237k | NEW | 921.00 | 256.99 |
|
| Xylem (XYL) | 0.0 | $236k | 1.7k | 136.18 |
|
|
| Tc Energy Corp (TRP) | 0.0 | $234k | 4.3k | 55.01 |
|
|
| Abb (ABBNY) | 0.0 | $232k | 3.1k | 73.97 |
|
|
| Fidelity Msci Information Tech Etf (FTEC) | 0.0 | $231k | 1.0k | 224.67 |
|
|
| Booking Holdings (BKNG) | 0.0 | $230k | 43.00 | 5355.33 |
|
|
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.0 | $230k | -13% | 6.0k | 38.34 |
|
| Fidelity Nasdaq Composite Inde Etf (ONEQ) | 0.0 | $230k | -10% | 2.5k | 91.40 |
|
| Toast (TOST) | 0.0 | $229k | NEW | 6.5k | 35.51 |
|
| Ishares Msci Usa Min Vol Facto Etf (USMV) | 0.0 | $227k | 2.4k | 94.16 |
|
|
| S&p Global (SPGI) | 0.0 | $226k | 433.00 | 522.59 |
|
|
| J.M. Smucker Company (SJM) | 0.0 | $225k | 2.3k | 97.81 |
|
|
| Oneok (OKE) | 0.0 | $221k | 3.0k | 73.50 |
|
|
| Ishares Currency Hedged Msci E Etf (HEFA) | 0.0 | $219k | 5.3k | 41.36 |
|
|
| Amcor | 0.0 | $217k | 26k | 8.34 |
|
|
| Vanguard Small-cap Growth Inde Etf (VBK) | 0.0 | $216k | 715.00 | 302.11 |
|
|
| Fidelity Growth Discovery MF (FDSVX) | 0.0 | $210k | 3.0k | 69.81 |
|
|
| Moody's Corporation (MCO) | 0.0 | $209k | NEW | 410.00 | 510.85 |
|
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $209k | NEW | 4.1k | 50.79 |
|
| Micron Technology (MU) | 0.0 | $208k | NEW | 728.00 | 285.41 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $206k | NEW | 2.6k | 79.02 |
|
| Taiwan Semiconductor Mfg (TSM) | 0.0 | $204k | NEW | 670.00 | 303.89 |
|
| Schwab U.s. Large-cap Etf Etf (SCHX) | 0.0 | $202k | NEW | 7.5k | 26.91 |
|
| Vanguard Ma Tax Exempt Fund MF (VMATX) | 0.0 | $159k | NEW | 16k | 10.14 |
|
| Blackrock Funds Iv Systamt Mlt MF (BIMBX) | 0.0 | $156k | -16% | 15k | 10.37 |
|
| Federated Hermes Equity Funds MF (KAUFX) | 0.0 | $115k | 21k | 5.59 |
|
|
| Blackrock Mgd Fund Inst MF (BLDIX) | 0.0 | $107k | 11k | 9.69 |
|
|
| Elicio Therapeutics (ELTX) | 0.0 | $80k | 10k | 7.96 |
|
|
| Proqr Thrapeutics N V shs euro (PRQR) | 0.0 | $51k | NEW | 25k | 2.02 |
|
| Searchlight Minerals (SRCH) | 0.0 | $135.000000 | 27k | 0.01 |
|
Past Filings by Moody Lynn & Lieberson
SEC 13F filings are viewable for Moody Lynn & Lieberson going back to 2011
- Moody Lynn & Lieberson 2025 Q4 filed Jan. 15, 2026
- Moody Lynn & Lieberson 2025 Q3 filed Oct. 20, 2025
- Moody Lynn & Lieberson 2025 Q2 filed July 17, 2025
- Moody Lynn & Lieberson 2025 Q1 filed April 28, 2025
- Moody Lynn & Lieberson 2024 Q4 filed Jan. 21, 2025
- Moody Lynn & Lieberson 2024 Q3 filed Oct. 23, 2024
- Moody Lynn & Lieberson 2024 Q2 filed July 25, 2024
- Moody Lynn & Lieberson 2024 Q1 filed April 23, 2024
- Moody Lynn & Lieberson 2023 Q4 filed Jan. 24, 2024
- Moody Lynn & Lieberson 2023 Q3 filed Oct. 24, 2023
- Moody Lynn & Lieberson 2023 Q2 filed July 27, 2023
- Moody Lynn & Lieberson 2023 Q1 filed May 2, 2023
- Moody Lynn & Lieberson 2022 Q4 filed Feb. 1, 2023
- Moody Lynn & Lieberson 2022 Q3 filed Oct. 26, 2022
- Moody Lynn & Lieberson 2022 Q2 filed July 28, 2022
- Moody Lynn & Lieberson 2022 Q1 filed April 27, 2022