Moody Lynn & Lieberson, LLC Portfolio Holdings
Moody Lynn & Lieberson, LLC
- $1.86 Billion
- Q4 2025
Moody Lynn & Lieberson, LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.86 Billion distributed in 265 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Service Now, Inc. with a value of $124M, Nvidia Corp with a value of $121M, Broadcom Inc. with a value of $112M, Alphabet Inc. with a value of $111M, and Microsoft Corp with a value of $98.4M.
Examining the 13F form we can see an increase of $95M in the current position value, from $1.76B to 1.86B.
Below you can find more details about Moody Lynn & Lieberson, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.86 Billion
Technology: $575 Million
Healthcare: $312 Million
Financial Services: $284 Million
Communication Services: $170 Million
Industrials: $167 Million
ETFs: $126 Million
Consumer Cyclical: $107 Million
Consumer Defensive: $49.6 Million
Other: $65.4 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 265
- Current Value $1.86 Billion
- Prior Value $1.76 Billion
- Filing
- Period Q4 2025
- Filing Date January 15, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 18 stocks
- Additional Purchases 93 stocks
- Sold out of 0 stocks
- Reduced holdings in 102 stocks