Moody Lynn Lieberson & Walker, LLC holds a diversified book of 264 reported positions worth $1.9B as of Q2 2026 (disclosed Jul 20, 2026, a ~20-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; 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 reported non-option book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
96% mapped to company sectors
+5 sectors below the cut, 6% together
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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Moody Lynn Lieberson & Walker, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 8 / 80 | $153.3M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 8 / 80 | $408.1M |
| Ketron Financial | 19 / 80 | $277.3M |
| Codex Capital Asset Management L.L.C. | 20 / 80 | $236.9M |
| Independent Investors Inc | 31 / 80 | $426.0M |
| Saybrook Capital | 19 / 80 | $322.8M |
| Prospect Hill Management, LLC | 9 / 80 | $206.9M |
| Mogy Joel R Investment Counsel Inc | 37 / 80 | $1.4B |
Ranked by the share of each fund's own book sitting in the names it shares with Moody Lynn Lieberson & Walker, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc Cap Stock CL A COM | $137.6M | 385.2K | 7.3% | ▼−3.9% Reduced · −16K sh | |
| 2 | Nvidia Corporation COM | $126.9M | 634.0K | 6.7% | ▼−1.3% Reduced · −9K sh | |
| 3 | Broadcom Inc COM | $116.4M | 308.2K | 6.1% | ▼−4.7% Reduced · −15K sh | |
| 4 | Lilly Eli & Co COM | $97.4M | 81.2K | 5.1% | ▼−2.7% Reduced · −2K sh | |
| 5 | Apple Inc COM | $81.7M | 282.2K | 4.3% | ▲+1.3% Added · +4K sh | |
| 6 | Microsoft Corp COM | $69.5M | 186.3K | 3.7% | ▼−4.6% Reduced · −9K sh | |
| 7 | JPMorgan Chase & Co COM | $64.1M | 195.9K | 3.4% | ▼−2.8% Reduced · −6K sh | |
| 8 | Amazon.com Inc COM | $59.9M | 251.4K | 3.2% | ▲+2.6% Added · +6K sh | |
| 9 | Ge Vernova Inc COM | $58.7M | 50.0K | 3.1% | ▼−1.2% Reduced · −604 sh | |
| 10 | SPDR Gold Shares ETF | $55.2M | 149.8K | 2.9% | ▼−13% Reduced · −23K sh | |
| 11 | Morgan Stanley COM | $53.6M | 256.4K | 2.8% | ▲+2.8% Added · +7K sh | |
| 12 | Berkshire Hathaway Inc CL B Ne COM | $48.8M | 97.5K | 2.6% | ▼−2.8% Reduced · −3K sh | |
| 13 | Abbvie Inc COM | $42.5M | 169.0K | 2.2% | ▼−4.2% Reduced · −7K sh | |
| 14 | Waste Management Inc Del COM | $40.0M | 179.6K | 2.1% | ▼−4.6% Reduced · −9K sh | |
| 15 | Mastercard Incorporated CL A COM | $38.6M | 75.2K | 2.0% | ▼−5.8% Reduced · −5K sh | |
| 16 | Linde PLC COM | $36.4M | 70.1K | 1.9% | ▼−2.1% Reduced · −2K sh | |
| 17 | Johnson & Johnson COM | $34.2M | 134.7K | 1.8% | ▲+6.4% Added · +8K sh | |
| 18 | Vertex Pharmaceuticals Inc COM | $28.1M | 56.6K | 1.5% | ▼−1.8% Reduced · −1K sh | |
| 19 | Blackstone Inc COM | $27.3M | 232.3K | 1.4% | ▲+2.2% Added · +5K sh | |
| 20 | Eaton Corp PLC COM | $26.8M | 62.9K | 1.4% | ▼−3.0% Reduced · −2K sh | |
| 21 | Stryker Corporation COM | $24.5M | 77.8K | 1.3% | ▼−9.3% Reduced · −8K sh | |
| 22 | Abbott Laboratories COM | $22.5M | 248.2K | 1.2% | ▲+20% Added · +42K sh | |
| 23 | Home Depot Inc COM | $22.4M | 63.5K | 1.2% | ▼−6.5% Reduced · −4K sh | |
| 24 | Thermo Fisher Scientific Inc COM | $20.5M | 40.9K | 1.1% | ▼−3.6% Reduced · −2K sh | |
| 25 | Chevron Corp COM | $19.9M | 120.3K | 1.1% | ▼−1.3% Reduced · −2K sh | |
| 26 | Coca-Cola Co COM | $19.7M | 242.9K | 1.0% | ▼−5.8% Reduced · −15K sh | |
| 27 | Netflix Inc COM | $19.3M | 269.7K | 1.0% | ▼−9.9% Reduced · −30K sh | |
| 28 | Alphabet Inc Cap Stock CL C COM | $17.5M | 49.4K | 0.9% | ▲+1.8% Added · +862 sh | |
| 29 | Hitachi Ltd ADR 2 COM | $17.4M | 629.1K | 0.9% | ▲+10% Added · +59K sh | |
| 30 | Ferguson Enterprises Inc Commo COM | $16.8M | 71.0K | 0.9% | ▲+6.6% Added · +4K sh | |
| 31 | Union Pacific Corp COM | $16.4M | 60.2K | 0.9% | ▼−1.7% Reduced · −1K sh | |
| 32 | Southern Co COM | $15.3M | 159.8K | 0.8% | ▼−10% Reduced · −18K sh | |
| 33 | State Street SPDR S&P 500 ETF ETF | $15.3M | 20.4K | 0.8% | ▲+16% Added · +3K sh | |
| 34 | Merck & Co Inc COM | $14.2M | 110.5K | 0.7% | ▲+122% Added · +61K sh | |
| 35 | Palo Alto Networks Inc COM | $14.1M | 41.4K | 0.7% | ▲+17% Added · +6K sh | |
| 36 | Exxon Mobil Corp COM | $13.9M | 102.0K | 0.7% | ▼−0.1% Reduced · −143 sh | |
| 37 | Gilead Sciences Inc COM | $13.3M | 105.5K | 0.7% | ▼−12% Reduced · −14K sh | |
| 38 | Visa Inc CL A COM | $13.0M | 37.8K | 0.7% | ▼−0.3% Reduced · −134 sh | |
| 39 | General Electric Co New COM | $12.8M | 34.2K | 0.7% | ▲+0.6% Added · +209 sh | |
| 40 | American Electric Power Co Inc COM | $11.7M | 85.7K | 0.6% | ▲+165% Added · +53K sh | |
| 41 | McDonalds Corp COM | $10.2M | 37.8K | 0.5% | ▲+2.8% Added · +1K sh | |
| 42 | Texas Instruments Inc COM | $9.7M | 32.5K | 0.5% | ▲+3.9% Added · +1K sh | |
| 43 | Northrop Grumman Corp COM | $8.5M | 16.6K | 0.4% | ▼−43% Reduced · −12K sh | |
| 44 | Cisco Systems Inc COM | $8.1M | 68.6K | 0.4% | ▲+87% Added · +32K sh | |
| 45 | Mondelez Intl Inc CL A COM | $8.0M | 138.3K | 0.4% | ▼−0.4% Reduced · −528 sh | |
| 46 | Goldman Sachs Group Inc COM | $8.0M | 7.9K | 0.4% | ▲+3.7% Added · +285 sh | |
| 47 | Pepsico Inc COM | $6.8M | 50.4K | 0.4% | ▼−52% Reduced · −55K sh | |
| 48 | Vanguard Total Stock Market In ETF | $6.7M | 18.0K | 0.4% | ▲+0.1% Added · +21 sh | |
| 49 | RTX Corporation Com COM | $6.6M | 34.6K | 0.3% | ▼−24% Reduced · −11K sh | |
| 50 | Procter And Gamble Co COM | $6.3M | 42.7K | 0.3% | ▼−8.1% Reduced · −4K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show MOODY LYNN LIEBERSON & WALKER, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 20d | 264 | $1.9B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 13d | 250 | $1.8B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 15d | 265 | $1.9B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 20d | 259 | $1.9B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 17d | 258 | $1.7B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 28, 2025 | 28d | 244 | $1.6B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 21d | 246 | $1.6B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 23, 2024 | 23d | 255 | $1.6B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 25, 2024 | 25d | 235 | $1.5B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 23, 2024 | 23d | 236 | $1.5B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 24, 2024 | 24d | 231 | $1.3B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 24, 2023 | 24d | 206 | $1.2B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 27, 2023 | 27d | 222 | $1.2B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 2, 2023 | 32d | 214 | $1.1B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 1, 2023 | 32d | 215 | $1.1B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 26, 2022 | 26d | 216 | $1.0B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 28, 2022 | 28d | 219 | $1.1B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 27, 2022 | 27d | 228 | $1.4B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 26, 2022 | 26d | 235 | $1.5B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 26, 2021 | 26d | 220 | $1.3B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 28, 2021 | 28d | 216 | $1.3B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 23, 2021 | 23d | 217 | $1.2B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 26, 2021 | 26d | 203 | $1.2B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 28, 2020 | 28d | 194 | $1.0B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.