Moody Lynn & Co/

Moody Lynn Lieberson & Walker as of March 31, 2026

Portfolio Holdings for Moody Lynn Lieberson & Walker

Moody Lynn Lieberson & Walker holds 250 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Inc Class A cs (GOOGL) 6.5 $115M 401k 287.56
NVIDIA Corporation (NVDA) 6.3 $112M 643k 174.40
Broadcom (AVGO) 5.6 $100M 323k 309.51
Eli Lilly & Co. (LLY) 4.3 $77M 83k 919.77
Spdr Gold Shares Etf (GLD) 4.2 $75M 173k 430.29
Microsoft Corporation (MSFT) 4.1 $72M 195k 370.17
Apple (AAPL) 4.0 $71M 279k 253.79
JPMorgan Chase & Co. (JPM) 3.3 $59M 202k 294.16
Amazon (AMZN) 2.9 $51M 245k 208.27
Berkshire Hathaway (BRK.B) 2.7 $48M 100k 479.20
Ge Vernova (GEV) 2.5 $44M 51k 872.90
Waste Management (WM) 2.4 $43M 188k 229.79
Morgan Stanley (MS) 2.3 $41M 249k 164.57
MasterCard Incorporated (MA) 2.2 $40M 80k 499.66
Abbvie (ABBV) 2.2 $38M 176k 217.49
Linde (LIN) 2.0 $36M 72k 495.76
Johnson & Johnson (JNJ) 1.7 $31M 127k 244.44
Netflix (NFLX) 1.6 $29M 299k 96.15
Stryker Corporation (SYK) 1.6 $28M 86k 328.59
Blackstone Group Inc Com Cl A (BX) 1.5 $26M 227k 114.99
Vertex Pharmaceuticals Incorporated (VRTX) 1.4 $26M 58k 446.54
Chevron Corporation (CVX) 1.4 $25M 122k 206.90
Eaton (ETN) 1.3 $23M 65k 357.67
Home Depot (HD) 1.3 $22M 68k 328.89
Abbott Laboratories (ABT) 1.2 $21M 207k 102.67
Thermo Fisher Scientific (TMO) 1.2 $21M 43k 491.53
Northrop Grumman Corporation (NOC) 1.1 $20M 29k 682.24
Coca-Cola Company (KO) 1.1 $20M 258k 76.05
Exxon Mobil Corporation (XOM) 1.0 $17M 102k 169.66
Southern Company (SO) 1.0 $17M 178k 96.52
Gilead Sciences (GILD) 0.9 $17M 119k 139.37
Hitachi (HTHIY) 0.9 $17M 570k 29.11
Pepsi (PEP) 0.9 $16M 105k 155.29
Wells Fargo & Company (WFC) 0.9 $16M 197k 79.61
Ferguson (FERG) 0.9 $16M 67k 233.26
Union Pacific Corporation (UNP) 0.8 $15M 61k 242.62
Alphabet Inc Class C cs (GOOG) 0.8 $14M 49k 286.86
Visa (V) 0.6 $12M 38k 302.24
McDonald's Corporation (MCD) 0.6 $11M 37k 310.79
State Street Spdr S&p 500 Etf Etf (SPY) 0.6 $11M 18k 650.34
General Electric (GE) 0.5 $9.6M 34k 283.77
Servicenow (NOW) 0.5 $9.2M 88k 104.55
Raytheon Technologies Corp (RTX) 0.5 $8.8M 46k 192.90
Mondelez Int (MDLZ) 0.4 $8.0M 139k 57.64
Procter & Gamble Company (PG) 0.4 $6.7M 47k 144.44
Goldman Sachs (GS) 0.4 $6.4M 7.6k 845.99
Texas Instruments Incorporated (TXN) 0.3 $6.1M 31k 194.14
Merck & Co (MRK) 0.3 $6.0M 50k 120.29
Builders FirstSource (BLDR) 0.3 $5.9M 72k 82.33
Vanguard Total Stock Market In Etf (VTI) 0.3 $5.8M 18k 320.82
Palo Alto Networks (PANW) 0.3 $5.7M 35k 160.32
L3harris Technologies (LHX) 0.3 $5.2M 15k 345.15
Astrazeneca Plc Ord (AZN) 0.3 $4.5M 23k 197.22
Amgen (AMGN) 0.2 $4.4M 12k 351.85
Novartis (NVS) 0.2 $4.3M 28k 152.75
Amphenol Corporation (APH) 0.2 $4.3M 34k 126.35
American Electric Power Company (AEP) 0.2 $4.2M 32k 131.08
iShares Dow Jones US Aerospace & Def.ETF (ITA) 0.2 $4.2M 19k 218.75
IDEXX Laboratories (IDXX) 0.2 $4.1M 7.3k 561.89
Cabot Oil & Gas Corporation (CTRA) 0.2 $3.7M 105k 35.14
Automatic Data Processing (ADP) 0.2 $3.7M 18k 203.18
Arista Networks (ANET) 0.2 $3.7M 30k 122.78
Intuitive Surgical (ISRG) 0.2 $3.4M 7.4k 460.99
Extra Space Storage (EXR) 0.2 $3.4M 26k 131.13
Ishares Russell 2000 Growth Et Etf (IWO) 0.2 $3.2M 10k 313.81
Howmet Aerospace (HWM) 0.2 $3.2M 14k 230.46
O'reilly Automotive (ORLY) 0.2 $3.0M 33k 92.31
Quanta Services (PWR) 0.2 $3.0M 5.4k 549.02
Church & Dwight (CHD) 0.2 $2.9M 31k 93.32
Vanguard Index Funds 500 Index MF (VFIAX) 0.2 $2.9M 4.7k 602.51
Cisco Systems (CSCO) 0.2 $2.8M 37k 77.59
Sherwin-Williams Company (SHW) 0.2 $2.8M 8.8k 320.55
BHP Billiton (BHP) 0.2 $2.8M 39k 72.74
iShares NASDAQ Biotechnology Index (IBB) 0.1 $2.6M 15k 168.85
Ishares Russell 1000 Growth Et Etf (IWF) 0.1 $2.5M 5.9k 426.40
Parker-Hannifin Corporation (PH) 0.1 $2.5M 2.7k 895.24
Deere & Company (DE) 0.1 $2.4M 4.3k 563.30
Regeneron Pharmaceuticals (REGN) 0.1 $2.4M 3.1k 772.64
SPDR S&P Biotech (XBI) 0.1 $2.3M 18k 127.73
Wheaton Precious Metals Corp (WPM) 0.1 $2.2M 17k 131.01
Facebook Inc cl a (META) 0.1 $2.1M 3.7k 572.13
Marriott International (MAR) 0.1 $2.1M 6.3k 327.07
Illinois Tool Works (ITW) 0.1 $1.9M 7.3k 260.29
Invesco S&p 500 Equal Weight E Etf (RSP) 0.1 $1.8M 9.5k 191.92
Wal-Mart Stores (WMT) 0.1 $1.8M 14k 124.28
TJX Companies (TJX) 0.1 $1.8M 11k 159.70
Rollins (ROL) 0.1 $1.7M 32k 53.41
W.W. Grainger (GWW) 0.1 $1.7M 1.6k 1090.81
State Str Spdr S&p Midcap 400 Etf (MDY) 0.1 $1.7M 2.7k 616.76
Republic Services (RSG) 0.1 $1.7M 7.6k 219.02
State Str Spdr Dow Jones Indl Etf (DIA) 0.1 $1.6M 3.5k 463.19
Crh (CRH) 0.1 $1.5M 15k 105.12
Iron Mountain (IRM) 0.1 $1.4M 14k 102.14
HEICO Corporation (HEI) 0.1 $1.4M 5.1k 274.20
Accenture (ACN) 0.1 $1.4M 6.9k 198.29
Costco Wholesale Corporation (COST) 0.1 $1.4M 1.4k 996.43
Eastern Bankshares (EBC) 0.1 $1.3M 68k 19.56
Curtiss-Wright (CW) 0.1 $1.3M 2.0k 681.12
Ishares Russell 2000 Etf Etf (IWM) 0.1 $1.3M 5.2k 248.00
Oracle Corporation (ORCL) 0.1 $1.3M 8.5k 147.11
Old Westbury Funds Inc Large C MF (OWLSX) 0.1 $1.2M 62k 19.91
Take-Two Interactive Software (TTWO) 0.1 $1.2M 6.0k 197.50
Trane Technologies (TT) 0.1 $1.1M 2.7k 416.74
Vanguard Dividend Appreciation Etf (VIG) 0.1 $1.1M 5.3k 215.06
Cabot Corporation (CBT) 0.1 $1.1M 15k 75.31
Blackrock (BLK) 0.1 $1.1M 1.2k 961.71
Ishares Msci Eafe Etf Etf (EFA) 0.1 $1.1M 12k 97.13
Valero Energy Corporation (VLO) 0.1 $1.1M 4.5k 247.08
Agnico (AEM) 0.1 $1.1M 5.4k 202.98
Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $1.1M 9.7k 113.11
American Express Company (AXP) 0.1 $1.1M 3.6k 302.48
Public Storage (PSA) 0.1 $1.1M 4.0k 270.88
Asml Holding (ASML) 0.1 $1.0M 789.00 1320.83
Altria (MO) 0.1 $1.0M 16k 65.99
Mettler-Toledo International (MTD) 0.1 $1.0M 802.00 1261.20
Palantir Technologies (PLTR) 0.1 $979k 6.7k 146.28
Lam Research (LRCX) 0.1 $949k 4.4k 213.66
Ishares S&p Midcap Fund Etf (IJH) 0.1 $936k 14k 67.53
Pfizer (PFE) 0.1 $932k 33k 28.08
Yum! Brands (YUM) 0.1 $920k 5.9k 155.48
Health Care SPDR (XLV) 0.1 $909k 6.2k 146.61
Principal Funds Inc Mid Cap Fu MF (PCBIX) 0.1 $902k 24k 38.07
Vanguard S&p 500 Etf Etf (VOO) 0.1 $892k 1.5k 597.55
Walt Disney Company (DIS) 0.1 $892k 9.3k 96.38
Commercial Metals Company (CMC) 0.0 $887k 14k 61.43
salesforce (CRM) 0.0 $842k 4.5k 186.67
Axon Enterprise (AXON) 0.0 $841k 2.0k 424.69
Vaneck Vectors Gold Miners mutual (GDX) 0.0 $826k 9.0k 91.77
Honeywell International (HON) 0.0 $798k 3.5k 226.03
Fidelity Tr 500 Index Fund MF (FXAIX) 0.0 $790k 3.5k 227.38
Otis Worldwide Corp (OTIS) 0.0 $782k 10k 77.08
Ishares Russell Mid-cap Etf Etf (IWR) 0.0 $781k 8.0k 97.23
Williams Companies (WMB) 0.0 $769k 11k 72.78
Starbucks Corporation (SBUX) 0.0 $741k 8.3k 89.59
Delaware Equity Funds V Small MF (DCZRX) 0.0 $738k 24k 30.38
Vertiv Holdings Llc vertiv holdings (VRT) 0.0 $732k 2.9k 250.58
Ishares S&p Small-cap Fund Etf (IJR) 0.0 $729k 5.9k 124.31
Corning Incorporated (GLW) 0.0 $720k 5.3k 135.97
Intercontinental Exchange (ICE) 0.0 $718k 4.6k 157.28
Msci (MSCI) 0.0 $717k 1.3k 539.01
Nextera Energy (NEE) 0.0 $714k 7.7k 92.88
Danaher Corporation (DHR) 0.0 $712k 3.8k 189.60
Analog Devices (ADI) 0.0 $707k 2.2k 318.14
Bank of America Corporation (BAC) 0.0 $706k 15k 48.75
TransDigm Group Incorporated (TDG) 0.0 $705k 608.00 1158.96
American Tower Reit (AMT) 0.0 $705k 4.1k 172.58
Vanguard Mid-cap Index Fund Etf (VO) 0.0 $704k 2.5k 287.13
Performance Food (PFGC) 0.0 $700k 8.2k 85.66
ConocoPhillips (COP) 0.0 $696k 5.3k 132.00
PNM Resources (TXNM) 0.0 $691k 12k 58.46
Cheniere Energy (LNG) 0.0 $682k 2.4k 283.76
Old Westbury Funds Inc All Cap MF (OWACX) 0.0 $673k 28k 24.51
Dover Corporation (DOV) 0.0 $667k 3.2k 208.45
Chubb (CB) 0.0 $667k 2.0k 325.93
Fidelity Asset Mgr MF (FSANX) 0.0 $654k 39k 16.97
Enterprise Products Partners (EPD) 0.0 $654k 17k 37.84
Lockheed Martin Corporation (LMT) 0.0 $653k 1.1k 604.39
Packaging Corporation of America (PKG) 0.0 $640k 3.0k 212.22
New Perspective Fund MF (ANWPX) 0.0 $630k 9.4k 66.87
Crowdstrike Hldgs Inc cl a (CRWD) 0.0 $624k 1.6k 390.41
International Business Machines (IBM) 0.0 $608k 2.5k 242.39
Emerson Electric (EMR) 0.0 $608k 4.6k 131.02
Travelers Companies (TRV) 0.0 $602k 2.1k 291.68
Bj's Wholesale Club Holdings (BJ) 0.0 $601k 6.1k 98.42
Fidelity Contrafund MF (FCNTX) 0.0 $591k 26k 22.96
Ss&c Technologies Holding (SSNC) 0.0 $588k 8.7k 67.57
Snap-on Incorporated (SNA) 0.0 $588k 1.6k 363.22
Artisan Partners Funds Inc Int MF (APHKX) 0.0 $578k 11k 53.43
W.R. Berkley Corporation (WRB) 0.0 $571k 8.6k 66.28
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.0 $564k 5.7k 99.10
Ishares Msci Japan Etf Etf (EWJ) 0.0 $559k 6.6k 84.44
Watsco, Incorporated (WSO) 0.0 $549k 1.5k 363.79
Nike (NKE) 0.0 $529k 10k 52.82
Shopify Inc cl a (SHOP) 0.0 $519k 4.4k 118.62
Ishares Core S&p 500 Etf Etf (IVV) 0.0 $511k 782.00 653.21
Vanguard Ftse Developed Market Etf (VEA) 0.0 $509k 7.9k 64.08
Ishares Select Dividend Etf Etf (DVY) 0.0 $505k 3.3k 151.41
Vanguard Star Funds Tl Int Sto MF (VTIAX) 0.0 $499k 12k 41.20
Schwab Capital Trust S&p 500id MF (SWPPX) 0.0 $472k 28k 16.77
Simon Property (SPG) 0.0 $471k 2.5k 186.53
Wec Energy Group (WEC) 0.0 $466k 4.0k 115.77
Blackstone Real Estate Income 0.0 $461k 32k 14.24
Spotify Technology Sa (SPOT) 0.0 $439k 905.00 484.91
Vanguard Ftse All-world Ex Us Etf (VEU) 0.0 $430k 5.7k 75.10
PNC Financial Services (PNC) 0.0 $421k 2.0k 208.09
Vanguard Ftse Emerging Markets Etf (VWO) 0.0 $418k 7.7k 54.05
Ishares S&p 500 Value Etf Etf (IVE) 0.0 $404k 1.9k 211.15
Allstate Corporation (ALL) 0.0 $400k 1.9k 207.34
Adobe Systems Incorporated (ADBE) 0.0 $396k 1.6k 243.08
Generac Holdings (GNRC) 0.0 $394k 2.0k 195.33
Verizon Communications (VZ) 0.0 $392k 7.8k 50.20
Intel Corporation (INTC) 0.0 $390k 8.8k 44.13
Intuit (INTU) 0.0 $379k 876.00 432.38
Loews Corporation (L) 0.0 $378k 3.5k 106.74
Fidelity Contrafund New Insigh MF (FINSX) 0.0 $377k 8.1k 46.63
Invesco Qqq Trust Etf (QQQ) 0.0 $371k 643.00 577.18
Wisdomtree India Earnings Fund Etf (EPI) 0.0 $369k 9.1k 40.80
U.S. Bancorp (USB) 0.0 $368k 7.1k 52.01
Lpl Financial Holdings (LPLA) 0.0 $363k 1.2k 300.83
Hf Sinclair Corp (DINO) 0.0 $362k 5.8k 62.39
Dominion Resources (D) 0.0 $348k 5.6k 61.82
Norfolk Southern (NSC) 0.0 $343k 1.2k 287.00
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $340k 8.4k 40.47
Waters Corporation (WAT) 0.0 $326k 1.1k 297.80
Prologis (PLD) 0.0 $324k 2.5k 132.18
McCormick & Company, Incorporated (MKC) 0.0 $324k 6.4k 50.44
Philip Morris International (PM) 0.0 $321k 1.9k 165.34
Ishares Russell 1000 Value Etf Etf (IWD) 0.0 $319k 1.5k 213.67
Fidelity Secs Fund Otc Portfol MF (FOCPX) 0.0 $309k 13k 23.36
Ecolab (ECL) 0.0 $307k 1.2k 266.02
Harris Assoc Inv Tr Oakmrk Slt MF (OANLX) 0.0 $302k 3.6k 83.87
NRG Energy (NRG) 0.0 $293k 2.0k 146.14
Public Service Enterprise (PEG) 0.0 $292k 3.6k 80.95
Harbor Funds Cap Apprec Inst MF (HACAX) 0.0 $290k 2.8k 103.84
Millrose Pptys Inc Com Cl A (MRP) 0.0 $289k 10k 28.00
Harding Loevner Funds Inc Intl MF (HLMIX) 0.0 $286k 10k 27.91
Sap (SAP) 0.0 $281k 1.6k 171.21
Oneok (OKE) 0.0 $272k 3.0k 90.39
Ftai Aviation (FTAI) 0.0 $271k 1.1k 245.00
Cummins (CMI) 0.0 $270k 502.00 538.02
Huntington Bancshares Incorporated (HBAN) 0.0 $269k 17k 15.65
Jacobs Engineering Group (J) 0.0 $269k 2.1k 127.28
Tc Energy Corp (TRP) 0.0 $266k 4.3k 62.60
Dutch Bros (BROS) 0.0 $266k 5.2k 50.66
Ishares Msci India Etf Etf (INDA) 0.0 $263k 5.6k 46.84
Abb (ABBNY) 0.0 $260k 3.2k 80.48
Micron Technology (MU) 0.0 $246k 728.00 337.84
Freeport-McMoRan Copper & Gold (FCX) 0.0 $244k 4.2k 58.78
Barrick Mining Corp (B) 0.0 $243k 6.0k 40.79
EOG Resources (EOG) 0.0 $232k 1.6k 144.57
Old Westbury Funds Inc Sml Mid MF (OWSMX) 0.0 $230k 13k 17.63
Gildan Activewear Inc Com Cad (GIL) 0.0 $226k 4.1k 55.65
Ishares Currency Hedged Msci E Etf (HEFA) 0.0 $225k 5.3k 42.49
Ishares Msci Usa Min Vol Facto Etf (USMV) 0.0 $223k 2.4k 92.74
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.0 $222k 1.6k 142.85
Colgate-Palmolive Company (CL) 0.0 $222k 2.6k 85.23
J.M. Smucker Company (SJM) 0.0 $222k 2.3k 96.44
Vanguard Small-cap Growth Inde Etf (VBK) 0.0 $216k 715.00 302.25
Amcor (AMCR) 0.0 $215k 5.4k 39.75
Cognizant Technology Solutions (CTSH) 0.0 $214k 3.5k 61.35
Fidelity Msci Information Tech Etf (FTEC) 0.0 $214k 1.0k 208.05
Fidelity Nasdaq Composite Inde Etf (ONEQ) 0.0 $214k 2.5k 84.91
Entegris (ENTG) 0.0 $202k 1.7k 117.24
Blackrock Funds Iv Systamt Mlt MF (BIMBX) 0.0 $157k 15k 10.49
Vanguard Ma Tax Exempt Fund MF (VMATX) 0.0 $157k 16k 10.03
Elicio Therapeutics (ELTX) 0.0 $107k 10k 10.69
Blackrock Mgd Fund Inst MF (BLDIX) 0.0 $105k 11k 9.54
Federated Hermes Equity Funds MF (KAUFX) 0.0 $89k 17k 5.16
Proqr Thrapeutics N V shs euro (PRQR) 0.0 $41k 25k 1.62
Searchlight Minerals (SRCH) 0.0 $135.000000 27k 0.01