Moody Lynn Lieberson & Walker portfolio
Type not verifiedPortfolio as of Sep 30, 2026 (Q3 2026) · filed with the SEC on Oct 14, 2026 · data updated on Nov 5, 2026 · Q3 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Moody Lynn Lieberson & Walker reported a $1.9 bn portfolio of 262 companies (265 positions, counting each share class separately) to the SEC as of the end of Q3 2026. Its largest positions are GOOGL, NVDA, AVGO. During the quarter it opened Space Exploration Technologies.
Sections with a free account
What changed this quarter
150 positions with a change (14 new, 53 added to, 70 trimmed, 13 sold). 2 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Space Exploration Technologies+0.6 ppof portfolioNew— → 0.6%
- American Electric Power−96%fewer sharesReduced0.6% → under 0.1%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- AlphabetGOOGL · GOOG7.7%
- NVIDIANVDA7.6%
- BroadcomAVGO5.5%
- MicrosoftMSFT5.1%
- AppleAAPL4.9%
- Eli LillyLLY4.9%
- JPMorgan ChaseJPM3.5%
- Amazon.comAMZN3.4%
- SPDR Gold Shares ETFGLD3.0%
- Berkshire HathawayBRK/B2.5%
- Morgan StanleyMS2.5%
- AbbVieABBV2.4%
- GE VernovaGEV2.2%
- MastercardMA2.1%
- Johnson & JohnsonJNJ1.9%
Portfolio by sector
- ● Information Technology 28%
- ● Health Care 18%
- ● Financials 14%
- ● Industrials 11%
- ● Communication Services 9%
- ● No sector 8%
- ● Consumer Discretionary 5%
- ● Energy 3%
- ● Consumer Staples 3%
- ● Materials 2%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Type not verified: we have not assigned a type because we found no document that is enough to tell. Most 13F filers are in this situation: we only review in depth those that meet the portfolio criteria.
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
- Sourcerock GroupInvestment firm · $1.9 bn
- MHR Fund Management$1.9 bn
- GMT CapitalInvestment firm · $1.9 bn
- Hill Path CapitalInvestment firm · $1.9 bn
- Southeastern Asset ManagementInvestment firm · $1.9 bn
- Progeny 3$1.9 bn