Arkolith/Funds/Moody Lynn Lieberson & Walker, LLC

Moody Lynn Lieberson & Walker, LLC

CIK 938592
Holdings as of Jun 30, 2026·disclosed Jul 20, 2026·~20-day 13F lag·13F-HR
Active Filer

Moody Lynn Lieberson & Walker, LLC holds a diversified book of 264 stocks worth $1.9B as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Taiwan Semiconductor-SP ADR and trimmed Alphabet Inc-CL A. Their largest long position is Alphabet Inc-CL A at 7% of the equity book.

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Use Arkolith to show MOODY LYNN LIEBERSON & WALKER, LLC's latest
holdings, largest changes, and filing provenance.
Opened
50
new positions
Added to
86
existing
Trimmed
105
reduced
Sold out
20
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
30%
Top 10 holdings
46%
Top 20 holdings
66%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

95% mapped to company sectors

Information Technology
38%
Financials
17%
Health Care
16%
Industrials
6%
Consumer Discretionary
6%
ETF / fund or unclassified
5%
Utilities
4%
Materials
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

264 positions
#SecurityValueShares% PortLast moveHistory
1Alphabet Inc Cap Stock CL A
COM
$137.6M385.2K
7.3%
−3.9%
Reduced · −16K sh
2Nvidia Corporation
COM
$126.9M634.0K
6.7%
−1.3%
Reduced · −9K sh
3Broadcom Inc
COM
$116.4M308.2K
6.1%
−4.7%
Reduced · −15K sh
4Lilly Eli & Co
COM
$97.4M81.2K
5.1%
−2.7%
Reduced · −2K sh
5Apple Inc
COM
$81.7M282.2K
4.3%
+1.3%
Added · +4K sh
6Microsoft Corp
COM
$69.5M186.3K
3.7%
−4.6%
Reduced · −9K sh
7JPMorgan Chase & Co
COM
$64.1M195.9K
3.4%
−2.8%
Reduced · −6K sh
8Amazon.com Inc
COM
$59.9M251.4K
3.2%
+2.6%
Added · +6K sh
9Ge Vernova Inc
COM
$58.7M50.0K
3.1%
−1.2%
Reduced · −604 sh
10SPDR Gold Shares
ETF
$55.2M149.8K
2.9%
−13%
Reduced · −23K sh
11Morgan Stanley
COM
$53.6M256.4K
2.8%
+2.8%
Added · +7K sh
12Berkshire Hathaway Inc CL B Ne
COM
$48.8M97.5K
2.6%
−2.8%
Reduced · −3K sh
13Abbvie Inc
COM
$42.5M169.0K
2.2%
−4.2%
Reduced · −7K sh
14Waste Management Inc Del
COM
$40.0M179.6K
2.1%
−4.6%
Reduced · −9K sh
15Mastercard Incorporated CL A
COM
$38.6M75.2K
2.0%
−5.8%
Reduced · −5K sh
16Linde PLC
COM
$36.4M70.1K
1.9%
−2.1%
Reduced · −2K sh
17Johnson & Johnson
COM
$34.2M134.7K
1.8%
+6.4%
Added · +8K sh
18Vertex Pharmaceuticals Inc
COM
$28.1M56.6K
1.5%
−1.8%
Reduced · −1K sh
19Blackstone Inc
COM
$27.3M232.3K
1.4%
+2.2%
Added · +5K sh
20Eaton Corp PLC
COM
$26.8M62.9K
1.4%
−3.0%
Reduced · −2K sh
21Stryker Corporation
COM
$24.5M77.8K
1.3%
−9.3%
Reduced · −8K sh
22Abbott Laboratories
COM
$22.5M248.2K
1.2%
+20%
Added · +42K sh
23Home Depot Inc
COM
$22.4M63.5K
1.2%
−6.5%
Reduced · −4K sh
24Thermo Fisher Scientific Inc
COM
$20.5M40.9K
1.1%
−3.6%
Reduced · −2K sh
25Chevron Corp
COM
$19.9M120.3K
1.1%
−1.3%
Reduced · −2K sh
26Coca-Cola Co
COM
$19.7M242.9K
1.0%
−5.8%
Reduced · −15K sh
27Netflix Inc
COM
$19.3M269.7K
1.0%
−9.9%
Reduced · −30K sh
28Alphabet Inc Cap Stock CL C
COM
$17.5M49.4K
0.9%
+1.8%
Added · +862 sh
29Hitachi Ltd ADR 2
COM
$17.4M629.1K
0.9%
+10%
Added · +59K sh
30Ferguson Enterprises Inc Commo
COM
$16.8M71.0K
0.9%
+6.6%
Added · +4K sh
31Union Pacific Corp
COM
$16.4M60.2K
0.9%
−1.7%
Reduced · −1K sh
32Southern Co
COM
$15.3M159.8K
0.8%
−10%
Reduced · −18K sh
33State Street SPDR S&P 500 ETF
ETF
$15.3M20.4K
0.8%
+16%
Added · +3K sh
34Merck & Co Inc
COM
$14.2M110.5K
0.7%
+122%
Added · +61K sh
35Palo Alto Networks Inc
COM
$14.1M41.4K
0.7%
+17%
Added · +6K sh
36Exxon Mobil Corp
COM
$13.9M102.0K
0.7%
−0.1%
Reduced · −143 sh
37Gilead Sciences Inc
COM
$13.3M105.5K
0.7%
−12%
Reduced · −14K sh
38Visa Inc CL A
COM
$13.0M37.8K
0.7%
−0.3%
Reduced · −134 sh
39General Electric Co New
COM
$12.8M34.2K
0.7%
+0.6%
Added · +209 sh
40American Electric Power Co Inc
COM
$11.7M85.7K
0.6%
+165%
Added · +53K sh
41McDonalds Corp
COM
$10.2M37.8K
0.5%
+2.8%
Added · +1K sh
42Texas Instruments Inc
COM
$9.7M32.5K
0.5%
+3.9%
Added · +1K sh
43Northrop Grumman Corp
COM
$8.5M16.6K
0.4%
−43%
Reduced · −12K sh
44Cisco Systems Inc
COM
$8.1M68.6K
0.4%
+87%
Added · +32K sh
45Mondelez Intl Inc CL A
COM
$8.0M138.3K
0.4%
−0.4%
Reduced · −528 sh
46Goldman Sachs Group Inc
COM
$8.0M7.9K
0.4%
+3.7%
Added · +285 sh
47Pepsico Inc
COM
$6.8M50.4K
0.4%
−52%
Reduced · −55K sh
48Vanguard Total Stock Market In
ETF
$6.7M18.0K
0.4%
+0.1%
Added · +21 sh
49RTX Corporation Com
COM
$6.6M34.6K
0.3%
−24%
Reduced · −11K sh
50Procter And Gamble Co
COM
$6.3M42.7K
0.3%
−8.1%
Reduced · −4K sh
Showing 50 of 264 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 20, 2026264$1.9B13F-HR
Q1 2026Mar 31, 2026Apr 13, 2026250$1.8B13F-HR
Q4 2025Dec 31, 2025Jan 15, 2026265$1.9B13F-HR
Q3 2025Sep 30, 2025Oct 20, 2025259$1.9B13F-HR
Q2 2025Jun 30, 2025Jul 17, 2025258$1.7B13F-HR
Q1 2025Mar 31, 2025Apr 28, 2025244$1.6B13F-HR
Q4 2024Dec 31, 2024Jan 21, 2025246$1.6B13F-HR
Q3 2024Sep 30, 2024Oct 23, 2024255$1.6B13F-HR
Q2 2024Jun 30, 2024Jul 25, 2024235$1.5B13F-HR
Q1 2024Mar 31, 2024Apr 23, 2024236$1.5B13F-HR
Q4 2023Dec 31, 2023Jan 24, 2024231$1.3B13F-HR
Q3 2023Sep 30, 2023Oct 24, 2023206$1.2B13F-HR
Q2 2023Jun 30, 2023Jul 27, 2023222$1.2B13F-HR
Q1 2023Mar 31, 2023May 2, 2023214$1.1B13F-HR
Q4 2022Dec 31, 2022Feb 1, 2023215$1.1B13F-HR
Q3 2022Sep 30, 2022Oct 26, 2022216$1.0B13F-HR
Q2 2022Jun 30, 2022Jul 28, 2022219$1.1B13F-HR
Q1 2022Mar 31, 2022Apr 27, 2022228$1.4B13F-HR
Q4 2021Dec 31, 2021Jan 26, 2022235$1.5B13F-HR
Q3 2021Sep 30, 2021Oct 26, 2021220$1.3B13F-HR
Q2 2021Jun 30, 2021Jul 28, 2021216$1.3B13F-HR
Q1 2021Mar 31, 2021Apr 23, 2021217$1.2B13F-HR
Q4 2020Dec 31, 2020Jan 26, 2021203$1.2B13F-HR
Q3 2020Sep 30, 2020Oct 28, 2020194$1.0B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.