Moody Lynn & Lieberson, LLC Portfolio Holdings

Moody Lynn & Lieberson, LLC

  • $1.76 Billion
  • Q3 2025

Moody Lynn & Lieberson, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.76 Billion distributed in 259 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $127M, Nvidia Corp with a value of $120M, Microsoft Corp with a value of $100M, Alphabet Inc. with a value of $97.5M, and Apple Inc. with a value of $70.3M.

Examining the 13F form we can see an increase of $116M in the current position value, from $1.64B to 1.76B.

Below you can find more details about Moody Lynn & Lieberson, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.76 Billion
Technology: $504 Million
Financial Services: $306 Million
Healthcare: $264 Million
Industrials: $170 Million
Communication Services: $163 Million
ETFs: $128 Million
Consumer Cyclical: $116 Million
Consumer Defensive: $44.9 Million
Other: $63.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$139B
$127 Million 7.22% of portfolio
385,614
Q3 2025 Reduced 6.33%
$465B
$120 Million 6.84% of portfolio
645,220
Q3 2025 Reduced 1.03%
$3.78T
$100 Million 5.7% of portfolio
193,857
Q3 2025 Added 0.22%
$1.65T
$97.5 Million 5.54% of portfolio
401,136
Q3 2025 Added 5.18%
$4.3T
$70.3 Million 3.99% of portfolio
275,959
Q3 2025 Added 6.97%
$130B
$67.4 Million 3.83% of portfolio
189,480
Q3 2025 Reduced 3.09%
$881B
$62.8 Million 3.57% of portfolio
199,241
Q3 2025 Added 0.08%
$971B
$61.8 Million 3.51% of portfolio
80,963
Q3 2025 Reduced 1.04%
$2.39T
$54.8 Million 3.11% of portfolio
249,430
Q3 2025 Reduced 0.47%
$98.1B
$49.2 Million 2.79% of portfolio
287,947
Q3 2025 Added 3.25%
$512B
$45.2 Million 2.56% of portfolio
79,389
Q3 2025 Reduced 0.23%
$662B
$44.6 Million 2.53% of portfolio
88,658
Q3 2025 Reduced 16.13%
$49.1B
$42.6 Million 2.42% of portfolio
35,569
Q3 2025 Reduced 0.31%
$414B
$42.5 Million 2.41% of portfolio
183,462
Q3 2025 Added 6.43%
$270B
$41.6 Million 2.36% of portfolio
261,572
Q3 2025 Added 3.44%
$85.9B
$41.1 Million 2.33% of portfolio
185,993
Q3 2025 Reduced 1.6%
$136B
$33.3 Million 1.89% of portfolio
90,072
Q3 2025 Added 2.59%
$140B
$32.3 Million 1.84% of portfolio
86,427
Q3 2025 Added 1.31%
$367B
$27.8 Million 1.58% of portfolio
68,569
Q3 2025 Added 0.34%
$169B
$27.7 Million 1.57% of portfolio
30,135
Q3 2025 Reduced 8.93%
$111B
$22.2 Million 1.26% of portfolio
56,559
Q3 2025 Reduced 2.61%
$522B
$21.7 Million 1.23% of portfolio
116,921
Q3 2025 Added 14.17%
$222B
$19.4 Million 1.1% of portfolio
39,952
Q3 2025 Added 0.28%
$86.7B
$17.6 Million 1.0% of portfolio
28,834
Q3 2025 Added 1.58%
$317B
$17.3 Million 0.98% of portfolio
205,839
Q3 2025 Added 38.67%
$303B
$17.1 Million 0.97% of portfolio
110,131
Q3 2025 Added 66.73%
$98.6B
$16.5 Million 0.94% of portfolio
173,754
Q3 2025 Added 12.43%
$6.2B
$14.1 Million 0.8% of portfolio
130,756
Q3 2025 Added 3,124.56%
$15.6B
$13.9 Million 0.79% of portfolio
529,501
Q3 2025 Added 2.95%
$0
$13.7 Million 0.78% of portfolio
20,513
Q3 2025 Reduced 2.23%
$84.9B
$13.2 Million 0.75% of portfolio
78,135
Q3 2025 Added 0.82%
$533B
$13.1 Million 0.74% of portfolio
38,381
Q3 2025 Reduced 0.73%
$306B
$12.6 Million 0.71% of portfolio
189,403
Q3 2025 Added 0.72%
$1.74T
$11.8 Million 0.67% of portfolio
48,379
Q2 2025 Reduced 4.03%
$224B
$11.1 Million 0.63% of portfolio
36,573
Q3 2025 Reduced 1.13%
$328B
$10.5 Million 0.6% of portfolio
34,976
Q3 2025 Added 0.28%
$593B
$9.57 Million 0.54% of portfolio
34,037
Q3 2025 Reduced 0.79%
$204B
$9.26 Million 0.53% of portfolio
65,955
Q3 2025 Added 23.75%
$16.1B
$8.93 Million 0.51% of portfolio
73,612
Q3 2025 New
$258B
$7.84 Million 0.45% of portfolio
46,847
Q3 2025 Reduced 2.83%
$156B
$7.39 Million 0.42% of portfolio
66,552
Q3 2025 Added 0.92%
$346B
$7.33 Million 0.42% of portfolio
47,703
Q3 2025 Reduced 4.32%
$265B
$6.33 Million 0.36% of portfolio
7,947
Q3 2025 Reduced 1.24%
$177B
$6.03 Million 0.34% of portfolio
30,999
Q2 2025 Reduced 16.08%
$0
$5.82 Million 0.33% of portfolio
17,732
Q3 2025 Added 0.33%
$123B
$5.57 Million 0.32% of portfolio
7,978
Q3 2025 Added 17.97%
$490B
$5.47 Million 0.31% of portfolio
48,516
Q3 2025 Reduced 0.18%
$104B
$5.38 Million 0.31% of portfolio
18,334
Q3 2025 Reduced 0.99%
$255B
$5.27 Million 0.3% of portfolio
15,871
Q3 2025 Reduced 2.82%

Summary

  • Portfolio
  • No. of Stocks 259
  • Current Value $1.76 Billion
  • Prior Value $1.64 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 19 stocks
  • Additional Purchases 88 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 99 stocks
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