MOODY LYNN LIEBERSON & WALKER, LLC
Long book
$1.78B
Q1 2026
Positions
250
Top-10 weight
44%
concentration
Last quarter
+11.2%
SPY +14.8%
Turnover
13%
of book per quarter
Strategy in plain words
auto-generated from filingsMOODY LYNN LIEBERSON & WALKER, LLC is an institutional manager, running a $1.78B US long book across 250 positions.
The portfolio is moderately concentrated (top 10 ≈ 44% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: ALPHABET INC-CL A, NVIDIA CORP, BROADCOM INC, ELI LILLY & CO, SPDR GOLD SHARES.
Over the last 9 quarters its long book ran on average 0.2pp per quarter behind the S&P 500, beating the index in 5 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+5.2%
Q2 2024
+5.6%
Q3 2024
+2.6%
Q4 2024
-4.2%
Q1 2025
+11.9%
Q2 2025
+8.0%
Q3 2025
+3.0%
Q4 2025
-4.5%
Q1 2026
+11.2%
Sector allocation
Technology 35%
Healthcare 16%
Financials 13%
Industrials 8%
Consumer discretionary 8%
Services media 5%
Utilities 4%
Consumer staples 3%
Long book by quarter
What does MOODY LYNN own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| GOOGL ALPHABET INC-CL A | Technology | 400.8K | $115.3M | 6.5% | -0.1% |
| NVDA NVIDIA CORP | Technology | 642.6K | $112.1M | 6.3% | -0.9% |
| AVGO BROADCOM INC | Technology | 323.3K | $100.1M | 5.6% | -1.5% |
| LLY ELI LILLY & CO | Healthcare | 83.4K | $76.7M | 4.3% | -0.2% |
| MSFT MICROSOFT CORP | Technology | 195.3K | $72.3M | 4.1% | +0.7% |
| AAPL APPLE INC | Technology | 278.6K | $70.7M | 4.0% | -0.2% |
| JPM JPMORGAN CHASE & CO | Financials | 201.5K | $59.3M | 3.3% | -3.8% |
| AMZN AMAZON.COM INC | Consumer discretionary | 245.1K | $51.0M | 2.9% | +1.0% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 100.3K | $48.1M | 2.7% | +2.6% |
| GEV GE VERNOVA INC | Industrials | 50.6K | $44.2M | 2.5% | +35.4% |
| WM WASTE MANAGEMENT INC | Utilities | 188.2K | $43.2M | 2.4% | +1.1% |
| MS MORGAN STANLEY | Financials | 249.4K | $41.0M | 2.3% | -4.9% |
| MA MASTERCARD INC - A | Services media | 79.8K | $39.9M | 2.2% | +0.2% |
| ABBV ABBVIE INC | Healthcare | 176.3K | $38.3M | 2.2% | -8.4% |
| LIN LINDE PLC | Materials | 71.6K | $35.5M | 2.0% | +8.1% |
| JNJ JOHNSON & JOHNSON | Healthcare | 126.6K | $30.9M | 1.7% | +3.5% |
| NFLX NETFLIX INC | Services media | 299.2K | $28.8M | 1.6% | -13.7% |
| SYK STRYKER CORP | Healthcare | 85.8K | $28.2M | 1.6% | +2.1% |
| BX BLACKSTONE INC | Financials | 227.4K | $26.1M | 1.5% | -18.4% |
| VRTX VERTEX PHARMACEUTICALS INC | Healthcare | 57.6K | $25.7M | 1.4% | +4.8% |
| CVX CHEVRON CORP | Energy | 121.8K | $25.2M | 1.4% | +33.1% |
| ETN EATON CORP PLC | Industrials | 64.8K | $23.2M | 1.3% | -20.1% |
| HD HOME DEPOT INC | Consumer discretionary | 68.0K | $22.4M | 1.3% | -1.0% |
| ABT ABBOTT LABORATORIES | Healthcare | 206.6K | $21.2M | 1.2% | -23.4% |
| TMO THERMO FISHER SCIENTIFIC INC | Other | 42.5K | $20.9M | 1.2% | +3.8% |
| NOC NORTHROP GRUMMAN CORP | Technology | 29.1K | $19.9M | 1.1% | +17.3% |
| KO COCA-COLA CO/THE | Consumer staples | 257.9K | $19.6M | 1.1% | +9.6% |
| XOM EXXON MOBIL CORP | Energy | 102.2K | $17.3M | 1.0% | +20.2% |
| SO SOUTHERN CO/THE | Utilities | 178.2K | $17.2M | 1.0% | +4.6% |
| GILD GILEAD SCIENCES INC | Healthcare | 119.3K | $16.6M | 0.9% | +22.6% |
| PEP PEPSICO INC | Consumer staples | 104.9K | $16.3M | 0.9% | +27.0% |
| WFC WELLS FARGO & CO | Financials | 196.5K | $15.6M | 0.9% | +4.8% |
| FERG FERGUSON ENTERPRISES INC | Consumer discretionary | 66.6K | $15.5M | 0.9% | -10.9% |
| UNP UNION PACIFIC CORP | Industrials | 61.2K | $14.9M | 0.8% | +27.4% |
| GOOG ALPHABET INC-CL C | Technology | 48.6K | $13.9M | 0.8% | -6.2% |
| V VISA INC-CLASS A SHARES | Services media | 37.9K | $11.5M | 0.6% | -1.6% |
| MCD MCDONALD'S CORP | Consumer discretionary | 36.8K | $11.4M | 0.6% | +0.1% |
| GE GENERAL ELECTRIC | Industrials | 34.0K | $9.6M | 0.5% | -0.8% |
| NOW SERVICENOW INC | Technology | 88.4K | $9.2M | 0.5% | -40.4% |
| RTX RTX CORP | Industrials | 45.8K | $8.8M | 0.5% | -2.0% |
| MDLZ MONDELEZ INTERNATIONAL INC-A | Consumer staples | 138.8K | $8.0M | 0.4% | +60.7% |
| PG PROCTER & GAMBLE CO/THE | Other | 46.5K | $6.7M | 0.4% | -0.8% |
| GS GOLDMAN SACHS GROUP INC | Financials | 7.6K | $6.4M | 0.4% | -4.0% |
| TXN TEXAS INSTRUMENTS INC | Technology | 31.2K | $6.1M | 0.3% | +4.1% |
| MRK MERCK & CO. INC. | Healthcare | 49.8K | $6.0M | 0.3% | +10.5% |
| BLDR BUILDERS FIRSTSOURCE INC | Consumer discretionary | 72.2K | $5.9M | 0.3% | +73.9% |
| PANW PALO ALTO NETWORKS INC | Technology | 35.3K | $5.7M | 0.3% | +47.1% |
| LHX L3HARRIS TECHNOLOGIES INC | Technology | 15.2K | $5.2M | 0.3% | -5.2% |
| AZN ASTRAZENECA PLC | Healthcare | 22.7K | $4.5M | 0.3% | New |
| AMGN AMGEN INC | Healthcare | 12.4K | $4.4M | 0.2% | -5.3% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 13, 2026 | 250 | $1.78B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 15, 2026 | 265 | $1.89B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 20, 2025 | 259 | $1.86B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 17, 2025 | 258 | $1.73B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 28, 2025 | 244 | $1.56B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 21, 2025 | 246 | $1.63B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 23, 2024 | 255 | $1.62B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 25, 2024 | 235 | $1.53B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 23, 2024 | 236 | $1.49B | canonical | SEC ↗ |
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