MOODY LYNN LIEBERSON & WALKER, LLC
Q3 2026 13F filing
Updated 5 days ago265 disclosed positions worth $1.9B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVIDIA CORPORATION | $146.6M | 641.9K | 7.61% | Added(+1.3%) |
| 2 | G ALPHABET INC CAP STOCK CL A | $132.6M | 385.3K | 6.88% | Added(+0.0%) |
| 3 | A BROADCOM INC | $106.3M | 302.7K | 5.52% | Trimmed(-1.8%) |
| 4 | M MICROSOFT CORP | $98.1M | 191.4K | 5.09% | Added(+2.7%) |
| 5 | A APPLE INC | $94.4M | 283.6K | 4.90% | Added(+0.5%) |
| 6 | L LILLY ELI & CO | $94.4M | 81.6K | 4.90% | Added(+0.5%) |
| 7 | J JPMORGAN CHASE & CO | $67.6M | 204.3K | 3.51% | Added(+4.3%) |
| 8 | A AMAZON.COM INC | $66M | 264.9K | 3.42% | Added(+5.3%) |
| 9 | G SPDR GOLD SHARES | $58.3M | 153.0K | 3.02% | Added(+2.1%) |
| 10 | B BERKSHIRE HATHAWAY INC CL B NE | $48M | 96.4K | 2.49% | Trimmed(-1.1%) |
| 11 | M MORGAN STANLEY | $48M | 255.2K | 2.49% | Trimmed(-0.5%) |
| 12 | A ABBVIE INC | $45.5M | 174.0K | 2.36% | Added(+3.0%) |
| 13 | G GE VERNOVA INC | $42.6M | 44.8K | 2.21% | Trimmed(-10.4%) |
| 14 | M MASTERCARD INCORPORATED CL A | $41.4M | 75.0K | 2.15% | Trimmed(-0.2%) |
| 15 | J JOHNSON & JOHNSON | $36.6M | 138.3K | 1.90% | Added(+2.7%) |
| 16 | W WASTE MANAGEMENT INC DEL | $36.6M | 179.4K | 1.90% | Trimmed(-0.1%) |
| 17 | L LINDE PLC | $33M | 69.5K | 1.71% | Trimmed(-0.8%) |
| 18 | V VERTEX PHARMACEUTICALS INC | $29.7M | 56.9K | 1.54% | Added(+0.4%) |
| 19 | T THERMO FISHER SCIENTIFIC INC | $28.3M | 41.9K | 1.47% | Added(+2.5%) |
| 20 | A ABBOTT LABORATORIES | $27.8M | 281.5K | 1.44% | Added(+13.4%) |
| 21 | E EATON CORP PLC | $27.1M | 63.0K | 1.41% | Added(+0.3%) |
| 22 | B BLACKSTONE INC | $26.2M | 233.8K | 1.36% | Added(+0.6%) |
| 23 | C CHEVRON CORP | $24.8M | 121.5K | 1.29% | Added(+1.0%) |
| 24 | H HITACHI LTD ADR 2 | $22.2M | 644.2K | 1.15% | Added(+2.4%) |
| 25 | K COCA-COLA CO | $20.9M | 243.0K | 1.09% | Added(+0.1%) |
| 26 | X EXXONMOBIL HOLDINGS CORP | $19.8M | 121.4K | 1.03% | — |
| 27 | S STATE STREET SPDR S&P 500 ETF | $19.3M | 25.4K | 1.00% | Added(+24.1%) |
| 28 | M MERCK & CO INC | $18.8M | 129.1K | 0.97% | Added(+16.8%) |
| 29 | S STRYKER CORPORATION | $18.5M | 67.3K | 0.96% | Trimmed(-13.5%) |
| 30 | G GILEAD SCIENCES INC | $18.4M | 123.6K | 0.96% | Added(+17.1%) |
| 31 | U UNION PACIFIC CORP | $17.2M | 63.3K | 0.89% | Added(+5.1%) |
| 32 | G ALPHABET INC CAP STOCK CL C | $16.7M | 49.0K | 0.87% | Trimmed(-0.8%) |
| 33 | P PALO ALTO NETWORKS INC | $16.1M | 40.4K | 0.83% | Trimmed(-2.3%) |
| 34 | N NETFLIX INC | $15.1M | 217.5K | 0.79% | Trimmed(-19.4%) |
| 35 | H HOME DEPOT INC | $14.7M | 51.7K | 0.76% | Trimmed(-18.6%) |
| 36 | F FERGUSON ENTERPRISES INC COMMO | $14.4M | 64.5K | 0.75% | Trimmed(-9.1%) |
| 37 | V VISA INC CL A | $13.5M | 37.6K | 0.70% | Trimmed(-0.4%) |
| 38 | S SPACE EXPLORATION TECHNOLOGIES | $10.9M | 72.6K | 0.57% | — |
| 39 | T TEXAS INSTRUMENTS INC | $9.9M | 35.5K | 0.52% | Added(+9.3%) |
| 40 | P PALANTIR TECHNOLOGIES INC CL A | $9.1M | 48.7K | 0.47% | Added(+545.5%) |
| 41 | M MCDONALDS CORP | $8.9M | 38.5K | 0.46% | Added(+1.9%) |
| 42 | G GENERAL ELECTRIC CO NEW | $8.1M | 26.1K | 0.42% | Trimmed(-23.7%) |
| 43 | M MONDELEZ INTL INC CL A | $8.1M | 139.5K | 0.42% | Added(+0.9%) |
| 44 | A ARISTA NETWORKS INC | $7.6M | 37.2K | 0.39% | Added(+24.6%) |
| 45 | C CISCO SYSTEMS INC | $7.4M | 68.9K | 0.38% | Added(+0.4%) |
| 46 | G GOLDMAN SACHS GROUP INC | $7.1M | 7.9K | 0.37% | Trimmed(-0.0%) |
| 47 | R RTX CORPORATION COM | $7M | 37.5K | 0.36% | Added(+8.2%) |
| 48 | N NORTHROP GRUMMAN CORP | $6.8M | 14.1K | 0.35% | Trimmed(-15.1%) |
| 49 | I NESTLE SA SP ADR | $6.3M | 69.6K | 0.33% | Added(+27.1%) |
| 50 | V VANGUARD TOTAL STOCK MARKET IN | $6.2M | 16.5K | 0.32% | Trimmed(-8.2%) |