Moody Lynn & Co/

Latest statistics and disclosures from Moody Lynn & Lieberson's latest quarterly 13F-HR filing:

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Portfolio Holdings for Moody Lynn & Lieberson

Companies in the Moody Lynn & Lieberson portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 4.0 $48M -11% 205k 235.77
JPMorgan Chase & Co. (JPM) 3.8 $46M +2% 303k 152.23
Alphabet Inc Class A cs (GOOGL) 3.5 $43M 21k 2062.50
Apple (AAPL) 3.0 $36M 297k 122.15
Blackstone Group Inc Com Cl A (BX) 2.8 $34M +17% 460k 74.53
Thermo Fisher Scientific (TMO) 2.7 $33M -9% 73k 456.38
MasterCard Incorporated (MA) 2.7 $33M 91k 356.05
Amazon (AMZN) 2.6 $31M -4% 10k 3094.13
Abbott Laboratories (ABT) 2.5 $30M 253k 119.84
SPDR Gold Trust (GLD) 2.5 $30M -5% 181k 167.04
Paypal Holdings (PYPL) 2.2 $27M -22% 111k 242.84
Waste Management (WM) 2.0 $24M +36% 188k 129.02
Broadcom (AVGO) 2.0 $24M 52k 463.65
Honeywell International (HON) 2.0 $24M 110k 217.07

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Morgan Stanley (MS) 1.9 $23M +11% 294k 77.66
Home Depot (HD) 1.8 $21M 70k 305.25
Linde (LIN) 1.7 $21M 74k 280.14
Bank of America Corporation (BAC) 1.7 $21M +95% 535k 38.69
Bristol Myers Squibb (BMY) 1.6 $20M -3% 311k 63.13
NVIDIA Corporation (NVDA) 1.6 $19M +2% 35k 533.94
Alibaba Group Holding (BABA) 1.5 $18M +2% 80k 226.72
Eli Lilly & Co. (LLY) 1.5 $18M 97k 186.82
SVB Financial (SIVB) 1.5 $18M 37k 493.67
Otis Worldwide Corp (OTIS) 1.5 $18M 260k 68.45
Facebook Inc cl a (FB) 1.4 $17M 59k 294.54
Procter & Gamble Company (PG) 1.4 $17M +3% 127k 135.43
Stryker Corporation (SYK) 1.4 $17M 70k 243.58
Texas Instruments Incorporated (TXN) 1.4 $17M +3% 90k 188.99
Paycom Software (PAYC) 1.4 $16M -10% 44k 370.07
Estee Lauder Companies (EL) 1.3 $16M +64% 56k 290.85
Coca-Cola Company (KO) 1.3 $16M -4% 307k 52.71
Servicenow (NOW) 1.3 $15M 31k 500.10
Johnson & Johnson (JNJ) 1.2 $15M +5% 90k 164.35
Lockheed Martin Corporation (LMT) 1.2 $14M +80% 38k 369.50
Cummins (CMI) 1.2 $14M -13% 54k 259.10
Pepsi (PEP) 1.1 $13M -21% 92k 141.45
Berkshire Hathaway (BRK.B) 1.0 $12M +130% 47k 255.46
Marriott International (MAR) 0.9 $11M +86% 72k 148.10
Nextera Energy (NEE) 0.9 $11M 139k 75.61
Freeport-McMoRan Copper & Gold (FCX) 0.9 $10M 313k 32.93
Spdr S&p 500 Etf (SPY) 0.8 $9.6M 24k 396.34
Walt Disney Company (DIS) 0.8 $9.2M +36% 50k 184.52
Sherwin-Williams Company (SHW) 0.8 $9.1M +171% 37k 246.01
Union Pacific Corporation (UNP) 0.7 $9.0M +5% 41k 220.41
Visa (V) 0.7 $8.2M -12% 39k 211.72
McDonald's Corporation (MCD) 0.7 $8.1M 36k 224.13
BHP Billiton (BBL) 0.7 $7.9M NEW 137k 57.86
Humana (HUM) 0.7 $7.9M -3% 19k 419.26
Extra Space Storage (EXR) 0.6 $7.6M 58k 132.55
Adobe Systems Incorporated (ADBE) 0.6 $7.5M -45% 16k 475.35
Mosaic (MOS) 0.5 $6.6M NEW 209k 31.61
Financial Select Sector SPDR (XLF) 0.5 $6.5M NEW 191k 34.05
Trane Technologies (TT) 0.5 $6.3M +1124% 38k 165.57
SPDR S&P Metals and Mining (XME) 0.5 $6.2M NEW 155k 39.92
Merck & Co (MRK) 0.5 $6.1M +8% 79k 77.09
General Electric Company (GE) 0.5 $5.6M NEW 429k 13.13
Alphabet Inc Class C cs (GOOG) 0.5 $5.5M 2.6k 2068.51
Jacobs Engineering (J) 0.4 $5.2M -19% 41k 129.28
iShares Russell 2000 Value Index (IWN) 0.4 $5.2M +93% 33k 159.47
Emcor (EME) 0.4 $5.1M NEW 46k 112.17
3M Company (MMM) 0.4 $4.9M +395% 25k 192.70
Verizon Communications (VZ) 0.4 $4.8M +42% 82k 58.15
Entegris (ENTG) 0.4 $4.6M +263% 41k 111.79
IDEXX Laboratories (IDXX) 0.4 $4.4M -7% 9.1k 489.34
Albemarle Corporation (ALB) 0.4 $4.2M NEW 29k 146.12
Pfizer (PFE) 0.3 $4.0M +8% 112k 36.23
Intuitive Surgical (ISRG) 0.3 $4.0M -60% 5.4k 738.90
Siemens (SIEGY) 0.3 $3.9M NEW 48k 82.26
Goldman Sachs (GS) 0.3 $3.7M NEW 11k 327.00
iShares Russell 2000 Growth Index (IWO) 0.3 $3.6M 12k 300.77
Cree (CREE) 0.3 $3.4M -4% 32k 108.13
Charles Schwab Corporation (SCHW) 0.3 $3.4M NEW 52k 65.19
UnitedHealth (UNH) 0.3 $3.3M 9.0k 372.11
Automatic Data Processing (ADP) 0.3 $3.3M 17k 188.46
Nxp Semiconductors N V (NXPI) 0.3 $3.1M NEW 15k 201.31
Sociedad Quimica y Minera (SQM) 0.3 $3.1M NEW 58k 53.07
Church & Dwight (CHD) 0.2 $2.8M -4% 32k 87.36
Accenture (ACN) 0.2 $2.7M 9.9k 276.22
Tencent Holdings Ltd - (TCEHY) 0.2 $2.6M +2% 33k 78.48
Cabot Oil & Gas Corporation (COG) 0.2 $2.3M 120k 18.78
Northrop Grumman Corporation (NOC) 0.2 $2.2M +212% 6.7k 323.61
Cisco Systems (CSCO) 0.2 $2.1M 42k 51.72
Nike (NKE) 0.2 $2.1M -75% 16k 132.92
Eagle Materials (EXP) 0.2 $2.0M NEW 15k 134.41
Illinois Tool Works (ITW) 0.2 $1.8M -69% 8.3k 221.54
Raytheon Technologies Corp (RTX) 0.1 $1.8M 23k 77.28
SPDR S&P MidCap 400 ETF (MDY) 0.1 $1.7M 3.7k 476.16
Grayscale Bitcoin Ord (GBTC) 0.1 $1.7M -73% 35k 50.05
Intel Corporation (INTC) 0.1 $1.7M 26k 63.99
Kkr And Co Inc 6 Mconv Pfd C Preferred Stocks (KKR.PC) 0.1 $1.7M 25k 66.65
iShares NASDAQ Biotechnology Index (IBB) 0.1 $1.6M 11k 150.58
Vanguard Index Fds 500index Ad Mutual Funds 0.1 $1.5M 4.1k 366.71
American Tower Reit (AMT) 0.1 $1.5M -2% 6.1k 239.03
BlackRock (BLK) 0.1 $1.4M 1.9k 753.91
Principal Fds Inc Midcap Fd In Mutual Funds 0.1 $1.4M +447% 37k 37.41
Vanguard Total Stock Market ETF (VTI) 0.1 $1.3M 6.5k 206.69
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.1 $1.3M 11k 111.92
Blackrock Tax Municpal Bd Trsh Mutual Funds (BBN) 0.1 $1.2M 51k 24.66
salesforce (CRM) 0.1 $1.2M -84% 5.8k 211.91
Danaher Corporation (DHR) 0.1 $1.2M -62% 5.4k 225.03
Covetrus (CVET) 0.1 $1.2M -38% 40k 29.98
Colgate-Palmolive Company (CL) 0.1 $1.2M +2% 15k 78.85
SPDR Dow Jones Industrial Average ETF (DIA) 0.1 $1.2M 3.6k 330.15
iShares Russell 2000 Index (IWM) 0.1 $1.2M -90% 5.2k 220.93
Chewy Inc cl a (CHWY) 0.1 $1.2M -81% 14k 84.68
Amphenol Corporation (APH) 0.1 $1.1M +100% 16k 66.00
First Republic Bank/san F (FRC) 0.1 $1.0M 6.1k 166.78
Fidelity Concord Str Tr Ttl Mk Mutual Funds 0.1 $1.0M -9% 8.8k 114.68
Diageo (DEO) 0.1 $995k -5% 6.1k 164.14
Public Storage (PSA) 0.1 $987k 4.0k 246.75
Starbucks Corporation (SBUX) 0.1 $968k +5% 8.9k 109.23
Palo Alto Networks (PANW) 0.1 $967k 3.0k 322.12
Mettler-Toledo International (MTD) 0.1 $938k -10% 812.00 1155.17
iShares Russell 1000 Growth Index (IWF) 0.1 $910k 3.7k 242.99
Skyworks Solutions (SWKS) 0.1 $908k 4.9k 183.55
Altria (MO) 0.1 $897k 18k 51.18
Netflix (NFLX) 0.1 $893k -13% 1.7k 521.92
Parker-Hannifin Corporation (PH) 0.1 $877k -82% 2.8k 315.47
FedEx Corporation (FDX) 0.1 $869k NEW 3.1k 283.99
CF Industries Holdings (CF) 0.1 $868k NEW 19k 45.40
U.S. Bancorp (USB) 0.1 $847k +4% 15k 55.28
Vanguard Dividend Appreciation ETF (VIG) 0.1 $836k 5.7k 147.03
HEICO Corporation (HEI) 0.1 $836k +23% 6.6k 125.79
Exxon Mobil Corporation (XOM) 0.1 $826k 15k 55.80
Delaware Group Equity Fds V Sm Mutual Funds 0.1 $820k NEW 27k 30.62
Cabot Corporation (CBT) 0.1 $787k 15k 52.47
iShares S&P MidCap 400 Index (IJH) 0.1 $759k +2% 2.9k 260.29
Republic Services (RSG) 0.1 $758k 7.6k 99.32
Intuit (INTU) 0.1 $757k -46% 2.0k 383.10
Emerson Electric (EMR) 0.1 $736k -2% 8.2k 90.20
Generac Holdings (GNRC) 0.1 $722k +85% 2.2k 327.29
Wal-Mart Stores (WMT) 0.1 $714k +3% 5.3k 135.92
New Perspective Mutual Funds 0.1 $706k 11k 61.84
L3harris Technologies (LHX) 0.1 $698k -11% 3.4k 202.73
iShares MSCI EAFE Index Fund (EFA) 0.1 $681k +102% 9.0k 75.88
Yum! Brands (YUM) 0.1 $670k +3% 6.2k 108.13
PerkinElmer (PKI) 0.1 $665k -22% 5.2k 128.33
Ss&c Technologies Holding (SSNC) 0.1 $642k 9.2k 69.90
iShares S&P SmallCap 600 Index (IJR) 0.1 $642k +4% 5.9k 108.52
W.W. Grainger (GWW) 0.1 $623k 1.6k 400.64
PNM Resources (PNM) 0.1 $622k 13k 49.03
Artisan Partners Fds Inc Intl Mutual Funds 0.1 $609k NEW 14k 43.22
stock (SPLK) 0.0 $601k 4.4k 135.42
iShares Russell Midcap Index Fund (IWR) 0.0 $593k NEW 8.0k 73.88
Msci (MSCI) 0.0 $589k -51% 1.4k 419.52
Ball Corporation (BLL) 0.0 $572k 6.7k 84.79
Harding Loevner Fds Inc Intl E Mutual Funds 0.0 $551k NEW 19k 28.64
Quanta Services (PWR) 0.0 $546k 6.2k 87.95
Kraft Heinz (KHC) 0.0 $544k 14k 40.00
Health Care SPDR (XLV) 0.0 $536k 4.6k 116.78
Infineon Technologies (IFNNY) 0.0 $521k NEW 12k 42.53
Ecolab (ECL) 0.0 $516k 2.4k 214.11
Qorvo (QRVO) 0.0 $506k 2.8k 182.67
Terminix Global Holdings (TMX) 0.0 $506k 11k 47.66
TJX Companies (TJX) 0.0 $505k 7.6k 66.09
Fiserv (FISV) 0.0 $499k 4.2k 118.98
iShares S&P 500 Index (IVV) 0.0 $498k +25% 1.3k 397.45
Take-Two Interactive Software (TTWO) 0.0 $495k +2% 2.8k 176.53
Lear Corporation (LEA) 0.0 $491k 2.7k 181.31
Abbvie (ABBV) 0.0 $477k 4.4k 108.16
Watsco, Incorporated (WSO) 0.0 $469k 1.8k 260.70
Okta Inc cl a (OKTA) 0.0 $467k 2.1k 220.49
Corning Incorporated (GLW) 0.0 $456k NEW 11k 43.52
iShares MSCI Emerging Markets Indx (EEM) 0.0 $448k 8.4k 53.37
Novartis (NVS) 0.0 $445k +14% 5.2k 85.45
Dominion Resources (D) 0.0 $435k -7% 5.7k 75.92
Wec Energy Group (WEC) 0.0 $426k +4% 4.5k 93.65
Lam Research Corporation (LRCX) 0.0 $424k +12% 712.00 595.51
Packaging Corporation of America (PKG) 0.0 $416k -89% 3.1k 134.32
iShares Dow Jones Select Dividend (DVY) 0.0 $411k 3.6k 114.17
Fidelity National Information Services (FIS) 0.0 $404k -17% 2.9k 140.57
Signature Bank (SBNY) 0.0 $403k NEW 1.8k 226.28
Dover Corporation (DOV) 0.0 $392k 2.9k 137.25
Amgen (AMGN) 0.0 $389k +2% 1.6k 248.56
Fidelity Advisor New Insights Mutual Funds 0.0 $380k 10k 37.77
PNC Financial Services (PNC) 0.0 $380k -9% 2.2k 175.60
Q2 Holdings (QTWO) 0.0 $368k -89% 3.7k 100.30
Travelers Companies (TRV) 0.0 $364k 2.4k 150.23
TransDigm Group Incorporated (TDG) 0.0 $356k -33% 605.00 588.43
Columbia Fds Ser Tr I Intr Mun Mutual Funds 0.0 $352k 34k 10.52
Square Inc cl a (SQ) 0.0 $342k 1.5k 227.24
Analog Devices (ADI) 0.0 $341k +11% 2.2k 154.86
FMC Corporation (FMC) 0.0 $338k +3% 3.1k 110.46
Waters Corporation (WAT) 0.0 $335k 1.2k 283.90
WisdomTree India Earnings Fund (EPI) 0.0 $335k 11k 31.54
Arrowhead Pharmaceuticals (ARWR) 0.0 $332k 5.0k 66.40
Valero Energy Corporation (VLO) 0.0 $326k NEW 4.5k 71.70
Teladoc (TDOC) 0.0 $310k -3% 1.7k 181.61
Chevron Corporation (CVX) 0.0 $307k NEW 2.9k 104.64
Smallcap World Mutual Funds 0.0 $300k 3.7k 81.99
Cognizant Technology Solutions (CTSH) 0.0 $297k 3.8k 78.06
Brunswick Corporation (BC) 0.0 $295k NEW 3.1k 95.53
Air Products & Chemicals (APD) 0.0 $291k -6% 1.0k 281.70
J.M. Smucker Company (SJM) 0.0 $290k 2.3k 126.58
Simon Property (SPG) 0.0 $284k 2.5k 113.60
Allstate Corporation (ALL) 0.0 $282k +10% 2.5k 115.01
Brown-Forman Corporation (BF.B) 0.0 $279k 4.1k 68.89
Bancorpsouth Bank (BXS) 0.0 $274k -41% 8.4k 32.51
Bj's Wholesale Club Holdings (BJ) 0.0 $267k 6.0k 44.86
Yum China Holdings (YUMC) 0.0 $265k +6% 4.5k 59.24
Citrix Systems (CTXS) 0.0 $262k +3% 1.9k 140.11
Unilever (UL) 0.0 $258k -5% 4.6k 55.92
Becton, Dickinson and (BDX) 0.0 $254k 1.0k 243.53
Fidelity Contrafund Mutual Funds 0.0 $237k -26% 14k 16.80
Copart (CPRT) 0.0 $233k 2.1k 108.68
Cerner Corporation (CERN) 0.0 $223k +13% 3.1k 71.94
Nuveen Mun Tr Hi Yld Munbd I Mutual Funds 0.0 $219k NEW 12k 17.89
Vanguard Europe Pacific ETF (VEA) 0.0 $217k NEW 4.4k 49.01
Eaton Vance Mutual Fds Tr Flt Mutual Funds 0.0 $217k NEW 25k 8.78
Medtronic (MDT) 0.0 $209k NEW 1.8k 118.01
Deere & Company (DE) 0.0 $204k NEW 546.00 373.63
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.0 $204k 1.8k 111.78
ConocoPhillips (COP) 0.0 $203k NEW 3.8k 53.04
Cigna Corp (CI) 0.0 $201k -32% 830.00 242.17
Western Asset Fds Inc Weas Mac Mutual Funds 0.0 $168k NEW 16k 10.86
Federated Equity Fds Kaufmann Mutual Funds 0.0 $119k 17k 6.94
Blackrock Munivest Mutual Funds (MVF) 0.0 $112k 12k 9.33

Past Filings by Moody Lynn & Lieberson

SEC 13F filings are viewable for Moody Lynn & Lieberson going back to 2011

View all past filings