# MOODY LYNN LIEBERSON & WALKER, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 938592. Source: https://holderbook.com/funds/938592-moody-lynn-lieberson-walker-llc/

- Reported value: $1.9B
- Positions: 264
- Weight of the ten largest: 45.8%
- Filed: 2026-07-20

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $137.6M | 385,173 | 7.3% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $126.9M | 633,979 | 6.7% | 27 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $116.4M | 308,225 | 6.1% | 31 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $97.4M | 81,167 | 5.1% | 26 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $81.7M | 282,181 | 4.3% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $69.5M | 186,285 | 3.7% | 31 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $64.1M | 195,923 | 3.4% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $59.9M | 251,450 | 3.2% | 31 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $58.7M | 49,980 | 3.1% | 9 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $55.2M | 149,771 | 2.9% | 25 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $53.6M | 256,389 | 2.8% | 23 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $48.8M | 97,481 | 2.6% | 31 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $42.5M | 168,964 | 2.2% | 26 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $40.0M | 179,600 | 2.1% | 31 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $38.6M | 75,190 | 2.0% | 31 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $36.4M | 70,095 | 1.9% | 14 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $34.2M | 134,657 | 1.8% | 31 |
| VERTEX PHARMACEUTICALS INC | [VRTX](https://holderbook.com/stocks/VRTX/) | $28.1M | 56,624 | 1.5% | 18 |
| BLACKSTONE INC | [BX](https://holderbook.com/stocks/BX/) | $27.3M | 232,345 | 1.4% | 28 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $26.8M | 62,861 | 1.4% | 17 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $24.5M | 77,812 | 1.3% | 31 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $22.5M | 248,217 | 1.2% | 31 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $22.4M | 63,531 | 1.2% | 31 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $20.5M | 40,920 | 1.1% | 31 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $19.9M | 120,250 | 1.1% | 15 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $19.7M | 242,903 | 1.0% | 31 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $19.3M | 269,678 | 1.0% | 15 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $17.5M | 49,445 | 0.9% | 31 |
| Hitachi Ltd | [HTHIY](https://holderbook.com/stocks/HTHIY/) | $17.4M | 629,086 | 0.9% | 9 |
| FERGUSON ENTERPRISES INC | [FERG](https://holderbook.com/stocks/FERG/) | $16.8M | 70,977 | 0.9% | 8 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $16.4M | 60,192 | 0.9% | 31 |
| SOUTHERN CO | [SO](https://holderbook.com/stocks/SO/) | $15.3M | 159,767 | 0.8% | 12 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $15.3M | 20,427 | 0.8% | 31 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $14.2M | 110,547 | 0.7% | 31 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $14.1M | 41,381 | 0.7% | 31 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $13.9M | 102,018 | 0.7% | 31 |
| GILEAD SCIENCES INC | [GILD](https://holderbook.com/stocks/GILD/) | $13.3M | 105,534 | 0.7% | 20 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $13.0M | 37,796 | 0.7% | 31 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $12.8M | 34,205 | 0.7% | 14 |
| AMERICAN ELEC PWR CO INC | [AEP](https://holderbook.com/stocks/AEP/) | $11.7M | 85,654 | 0.6% | 6 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $10.2M | 37,799 | 0.5% | 31 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $9.7M | 32,460 | 0.5% | 31 |
| NORTHROP GRUMMAN CORP | [NOC](https://holderbook.com/stocks/NOC/) | $8.5M | 16,648 | 0.4% | 31 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $8.1M | 68,613 | 0.4% | 31 |
| MONDELEZ INTL INC | [MDLZ](https://holderbook.com/stocks/MDLZ/) | $8.0M | 138,306 | 0.4% | 20 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $8.0M | 7,888 | 0.4% | 12 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $6.8M | 50,369 | 0.4% | 31 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $6.7M | 18,026 | 0.4% | 31 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $6.6M | 34,638 | 0.3% | 25 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $6.3M | 42,696 | 0.3% | 31 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $6.0M | 33,887 | 0.3% | 31 |
| NESTLE SA ADR | [NSRGY](https://holderbook.com/stocks/NSRGY/) | $5.6M | 54,771 | 0.3% | 31 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $5.1M | 29,811 | 0.3% | 7 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $4.7M | 78,551 | 0.2% | 6 |
| NOVARTIS AG | [NVS](https://holderbook.com/stocks/NVS/) | $4.5M | 28,965 | 0.2% | 31 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $4.5M | 54,365 | 0.2% | 5 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $4.5M | 11,257 | 0.2% | 25 |
| CRH PLC | [CRH](https://holderbook.com/stocks/CRH/) | $4.1M | 38,081 | 0.2% | 8 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $4.1M | 18,125 | 0.2% | 31 |
| ISHARES TR | [IWO](https://holderbook.com/stocks/IWO/) | $4.1M | 10,299 | 0.2% | 31 |
| QUANTA SVCS INC | [PWR](https://holderbook.com/stocks/PWR/) | $4.0M | 5,514 | 0.2% | 31 |
| HOWMET AEROSPACE INC | [HWM](https://holderbook.com/stocks/HWM/) | $3.9M | 14,677 | 0.2% | 5 |
| IDEXX LABS INC | [IDXX](https://holderbook.com/stocks/IDXX/) | $3.8M | 7,272 | 0.2% | 31 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $3.8M | 7,869 | 0.2% | 1 |
| EXTRA SPACE STORAGE INC | [EXR](https://holderbook.com/stocks/EXR/) | $3.7M | 25,688 | 0.2% | 31 |
| CUMMINS INC | [CMI](https://holderbook.com/stocks/CMI/) | $3.5M | 4,846 | 0.2% | 3 |
| VANGUARD 500 INDEX ADMIRAL | - | $3.2M | 4,657 | 0.2% | 11 |
| OREILLY AUTOMOTIVE INC | [ORLY](https://holderbook.com/stocks/ORLY/) | $3.2M | 34,335 | 0.2% | 13 |
| SHERWIN WILLIAMS CO | [SHW](https://holderbook.com/stocks/SHW/) | $3.1M | 8,963 | 0.2% | 24 |
| DEVON ENERGY CORP NEW | [DVN](https://holderbook.com/stocks/DVN/) | $3.0M | 73,641 | 0.2% | 1 |
| CHURCH & DWIGHT CO INC | [CHD](https://holderbook.com/stocks/CHD/) | $3.0M | 30,858 | 0.2% | 31 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $2.9M | 23,656 | 0.2% | 10 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $2.7M | 2,777 | 0.1% | 31 |
| MARRIOTT INTL INC NEW | [MAR](https://holderbook.com/stocks/MAR/) | $2.6M | 6,987 | 0.1% | 24 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $2.5M | 6,299 | 0.1% | 31 |
| OLD WESTBURY FUNDS INC LARGE C | - | $2.4M | 105,831 | 0.1% | 11 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $2.3M | 11,917 | 0.1% | 1 |
| HEICO CORP NEW | [HEIA](https://holderbook.com/stocks/HEIA/) | $2.2M | 8,565 | 0.1% | 1 |
| WW GRAINGER INC | [GWW](https://holderbook.com/stocks/GWW/) | $2.1M | 1,579 | 0.1% | 31 |
| NEUROCRINE BIOSCIENCES INC | [NBIX](https://holderbook.com/stocks/NBIX/) | $2.1M | 12,591 | 0.1% | 1 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $2.0M | 3,588 | 0.1% | 31 |
| ILLINOIS TOOL WKS INC | [ITW](https://holderbook.com/stocks/ITW/) | $2.0M | 7,284 | 0.1% | 31 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $2.0M | 3,102 | 0.1% | 15 |
| HEICO CORP NEW | [HEI](https://holderbook.com/stocks/HEI/) | $1.9M | 5,413 | 0.1% | 13 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $1.9M | 4,440 | 0.1% | 7 |
| STATE STR SPDR S&P MIDCAP 40 | [MDY](https://holderbook.com/stocks/MDY/) | $1.9M | 2,705 | 0.1% | 31 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $1.8M | 6,077 | 0.1% | 31 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $1.8M | 8,523 | 0.1% | 11 |
| STATE STR SPDR DOW JONES IND | [DIA](https://holderbook.com/stocks/DIA/) | $1.8M | 3,461 | 0.1% | 31 |
| IRON MTN INC DEL | [IRM](https://holderbook.com/stocks/IRM/) | $1.8M | 14,195 | 0.1% | 19 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $1.7M | 843 | 0.1% | 16 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $1.7M | 11,023 | 0.1% | 27 |
| REPUBLIC SVCS INC | [RSG](https://holderbook.com/stocks/RSG/) | $1.6M | 7,644 | 0.1% | 31 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $1.6M | 14,311 | 0.1% | 31 |
| EASTERN BANKSHARES INC | [EBC](https://holderbook.com/stocks/EBC/) | $1.5M | 69,036 | 0.1% | 8 |
| CURTISS WRIGHT CORP | [CW](https://holderbook.com/stocks/CW/) | $1.5M | 1,981 | 0.1% | 11 |
| BHP BILLITON LIMITED | [BHP](https://holderbook.com/stocks/BHP/) | $1.5M | 17,723 | 0.1% | 2 |
| SPDR SERIES TRUST | [KRE](https://holderbook.com/stocks/KRE/) | $1.4M | 18,945 | 0.1% | 1 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $1.4M | 4,164 | 0.1% | 16 |
| TRANE TECHNOLOGIES PLC | [TT](https://holderbook.com/stocks/TT/) | $1.4M | 2,789 | 0.1% | 26 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +9.3% | +14.8% | -5.5% | 100% |
| Q1 2026 | -4.8% | -4.6% | -0.2% | 100% |
| Q4 2025 | +2.8% | +2.4% | +0.4% | 100% |
| Q3 2025 | +7.8% | +7.8% | -0.0% | 99% |
| Q2 2025 | +11.5% | +10.5% | +1.1% | 99% |
| Q1 2025 | -4.5% | -4.6% | +0.1% | 99% |
| Q4 2024 | +2.3% | +2.1% | +0.1% | 99% |
| Q3 2024 | +4.9% | +5.4% | -0.5% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.9B | 264 |
| Q1 2026 | $1.8B | 250 |
| Q4 2025 | $1.9B | 265 |
| Q3 2025 | $1.9B | 259 |
| Q2 2025 | $1.7B | 258 |
| Q1 2025 | $1.6B | 244 |
| Q4 2024 | $1.6B | 246 |
| Q3 2024 | $1.6B | 255 |
| Q2 2024 | $1.5B | 235 |
| Q1 2024 | $1.5B | 236 |
| Q4 2023 | $1.3B | 231 |
| Q3 2023 | $1.2B | 206 |