MOODY LYNN & LIEBERSON, LLC

CIK 0000938592 • 4 13F filings • Apr 28, 2025 – Jan 15, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $1.56B244 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$37.1M	2.4%	279,830 SH
ABBVIE INC	COM	$35.2M	2.3%	168,169 SH
ACCENTURE PLC IRELAND CLASS A	COM	$2.8M	0.2%	8,997 SH
ADOBE SYSTEMS INCORPORATED	COM	$958K	0.1%	2,497 SH
ADVANCED MICRO DEVICES INC	COM	$218K	0.0%	2,123 SH
AGNICO EAGLE MINES LTD	COM	$641K	0.0%	5,913 SH
AIRBUS SE UNSPONSORED ADR	ADR	$203K	0.0%	4,615 SH
ALLSTATE CORP	COM	$519K	0.0%	2,504 SH
ALPHABET INC CAP STOCK CL A	COM	$59.1M	3.8%	382,363 SH
ALPHABET INC CAP STOCK CL C	COM	$7.9M	0.5%	50,411 SH
ALTRIA GROUP INC	COM	$951K	0.1%	15,843 SH
AMAZON.COM INC	COM	$45.4M	2.9%	238,603 SH
AMERICAN ELECTRIC POWER CO INC	COM	$236K	0.0%	2,162 SH
AMERICAN EXPRESS CO	COM	$4.1M	0.3%	15,376 SH
AMERICAN TOWER CORP	COM	$1.3M	0.1%	6,094 SH
AMGEN INC	COM	$4.7M	0.3%	14,949 SH
AMPHENOL CORP CL A	COM	$2.2M	0.1%	33,048 SH
ANALOG DEVICES INC	COM	$458K	0.0%	2,269 SH
APPLE INC	COM	$60.8M	3.9%	273,790 SH
ARISTA NETWORKS INC	COM	$2.0M	0.1%	26,060 SH
ARTISAN PARTNERS FUNDS INC INT	MF	$536K	0.0%	10,823 SH
ASML HOLDING NV NY REGISTRY	COM	$392K	0.0%	592 SH
AUTOMATIC DATA PROCESSING INC	COM	$5.7M	0.4%	18,549 SH
AXON ENTERPRISE INC	COM	$3.0M	0.2%	5,789 SH
BANK OF AMERICA CORP	COM	$1.0M	0.1%	24,912 SH
BERKLEY W R CORP	COM	$881K	0.1%	12,377 SH
BERKSHIRE HATHAWAY INC CL B NE	COM	$58.8M	3.8%	110,337 SH
BJS WHSL CLUB HOLDINGS INC	COM	$723K	0.0%	6,336 SH
BLACKROCK FUNDS IV SYSTAMT MLT	MF	$187K	0.0%	18,001 SH
BLACKROCK INC	COM	$1.2M	0.1%	1,278 SH
BLACKROCK MGD FUND INST	MF	$104K	0.0%	11,001 SH
BLACKSTONE INC	COM	$38.9M	2.5%	277,966 SH
BLACKSTONE REIT INC CL I	COM	$446K	0.0%	32,370 SH
BLOCK INC CL A	COM	$2.4M	0.2%	43,975 SH
BRISTOL-MYERS SQUIBB CO	COM	$20.8M	1.3%	341,788 SH
BROADCOM INC	COM	$69.5M	4.5%	415,134 SH
BROADRIDGE FINANCIAL SOLUTIONS	COM	$681K	0.0%	2,810 SH
BROOKFIELD CORP CL A	COM	$281K	0.0%	5,370 SH
BROOKFIELD RENEWABLE CORP CL A	COM	$212K	0.0%	7,600 SH
CABOT CORP	COM	$1.2M	0.1%	15,000 SH
CADENCE BANK	COM	$210K	0.0%	6,915 SH
CARRIER GLOBAL CORPORATION	COM	$228K	0.0%	3,598 SH
CHECK POINT SOFTWARE TECH LTD	COM	$354K	0.0%	1,554 SH
CHENIERE ENERGY INC NEW	COM	$560K	0.0%	2,418 SH
CHESAPEAKE ENERGY CORP	COM	$214K	0.0%	1,925 SH
CHEVRON CORP	COM	$13.2M	0.8%	78,976 SH
CHIPOTLE MEXICAN GRILL INC	COM	$1.5M	0.1%	30,446 SH
CHUBB LIMITED	COM	$363K	0.0%	1,203 SH
CHURCH & DWIGHT CO INC	COM	$3.8M	0.2%	34,775 SH
CISCO SYSTEMS INC	COM	$2.3M	0.1%	36,711 SH
CLOUDFLARE INC CL A	COM	$2.4M	0.2%	20,936 SH
COCA-COLA CO	COM	$11.6M	0.7%	161,620 SH
COCA-COLA EUROPACIFIC PARTNERS	COM	$233K	0.0%	2,674 SH
COGNIZANT TECHNOLOGY SOLUTIONS	COM	$290K	0.0%	3,794 SH
COLGATE PALMOLIVE CO	COM	$221K	0.0%	2,354 SH
COMMERCIAL METALS CO	COM	$660K	0.0%	14,354 SH
CONOCOPHILLIPS	COM	$583K	0.0%	5,550 SH
COPART INC	COM	$566K	0.0%	10,003 SH
CORNING INC	COM	$211K	0.0%	4,600 SH
COSTCO WHOLESALE CORP	COM	$3.6M	0.2%	3,840 SH
COTERRA ENERGY INC	COM	$3.0M	0.2%	105,199 SH
CRH PLC	COM	$2.8M	0.2%	31,409 SH
CROWDSTRIKE HOLDINGS INC CL A	COM	$1.8M	0.1%	5,240 SH
CURTISS WRIGHT CORP	COM	$614K	0.0%	1,934 SH
CYBERARK SOFTWARE LTD	COM	$360K	0.0%	1,066 SH
DANAHER CORPORATION	COM	$1.2M	0.1%	5,980 SH
DEERE & CO	COM	$279K	0.0%	594 SH
DELAWARE EQUITY FUNDS V SMALL	MF	$679K	0.0%	24,281 SH
DISNEY WALT CO	COM	$963K	0.1%	9,756 SH
DOCUSIGN INC	COM	$287K	0.0%	3,522 SH
DOMINION ENERGY INC	COM	$314K	0.0%	5,600 SH
DOVER CORP	COM	$554K	0.0%	3,155 SH
DUTCH BROTHERS INC CL A	COM	$322K	0.0%	5,222 SH
EASTERN BANKSHARES INC	COM	$758K	0.0%	46,245 SH
EATON CORP PLC	COM	$21.0M	1.3%	77,097 SH
ECOLAB INC	COM	$525K	0.0%	2,069 SH
ELICIO THERAPEUTICS INC	COM	$62K	0.0%	10,000 SH
EMERSON ELECTRIC CO	COM	$733K	0.0%	6,683 SH
ENTERPRISE PRODUCTS PARTNERS L	COM	$552K	0.0%	16,177 SH
EOG RESOURCES INC	COM	$264K	0.0%	2,058 SH
EQT CORP	COM	$210K	0.0%	3,925 SH
EXTRA SPACE STORAGE INC	COM	$4.2M	0.3%	28,170 SH
EXXON MOBIL CORP	COM	$13.2M	0.8%	110,851 SH
FEDERATED HERMES EQUITY FUNDS	MF	$87K	0.0%	17,152 SH
FERGUSON ENTERPRISES INC COMMO	COM	$7.3M	0.5%	45,374 SH
FIDELITY ASSET MGR	MF	$574K	0.0%	37,172 SH
FIDELITY CONTRAFUND	MF	$273K	0.0%	13,649 SH
FIDELITY CONTRAFUND NEW INSIGH	MF	$329K	0.0%	8,076 SH
FIDELITY NATIONAL FINANCIAL IN	COM	$222K	0.0%	3,417 SH
FIDELITY TR 500 INDEX FUND	MF	$289K	0.0%	1,477 SH
FISERV INC	COM	$968K	0.1%	4,385 SH
FORTINET INC	COM	$3.3M	0.2%	34,017 SH
FREEPORT-MCMORAN INC CL B	COM	$3.2M	0.2%	84,990 SH
GE VERNOVA INC	COM	$15.5M	1.0%	50,784 SH
GENERAL ELECTRIC CO NEW	COM	$5.7M	0.4%	28,384 SH
GENERAL MOTORS CO	COM	$216K	0.0%	4,588 SH
GILEAD SCIENCES INC	COM	$7.6M	0.5%	67,407 SH
GOLDMAN SACHS GROUP INC	COM	$4.1M	0.3%	7,486 SH
GRAINGER W W INC	COM	$1.6M	0.1%	1,571 SH
H&R BLOCK INC	COM	$395K	0.0%	7,197 SH
HARBOR FUNDS CAP APPREC INST	MF	$285K	0.0%	2,790 SH
HARDING LOEVNER FUNDS INC INTL	MF	$266K	0.0%	10,261 SH
HARRIS ASSOC INV TR OAKMRK SLT	MF	$285K	0.0%	3,601 SH
HEALTH CARE SELECT SECTOR SPDR	COM	$905K	0.1%	6,201 SH
HEICO CORP	COM	$1.1M	0.1%	4,170 SH
HESS CORP	COM	$658K	0.0%	4,122 SH
HITACHI LTD ADR 2	COM	$9.5M	0.6%	405,926 SH
HOME DEPOT INC	COM	$24.6M	1.6%	67,157 SH
HONEYWELL INTL INC	COM	$1.7M	0.1%	7,849 SH
HORIZON KINETICS INFLATION BEN	ETF	$400K	0.0%	9,841 SH
HUBSPOT INC	COM	$560K	0.0%	980 SH
IDEXX LABORATORIES INC	COM	$3.0M	0.2%	7,242 SH
ILLINOIS TOOL WORKS INC	COM	$1.8M	0.1%	7,296 SH
INTEL CORP	COM	$215K	0.0%	9,479 SH
INTERCONTINENTAL EXCHANGE INC	COM	$18.1M	1.2%	105,002 SH
INTL BUSINESS MACHINES	COM	$3.6M	0.2%	14,381 SH
INTUIT	COM	$1.0M	0.1%	1,657 SH
INTUITIVE SURGICAL INC NEW	COM	$7.4M	0.5%	14,846 SH
INVESCO QQQ TRUST	ETF	$310K	0.0%	662 SH
INVESCO S&P 500 EQUAL WEIGHT E	ETF	$1.6M	0.1%	9,470 SH
IRON MOUNTAIN INC	COM	$1.2M	0.1%	13,545 SH
ISHARES BIOTECHNOLOGY FUND	ETF	$691K	0.0%	5,405 SH
ISHARES BITCOIN TRUST ETF	ETF	$2.7M	0.2%	58,030 SH
ISHARES CORE S&P 500 ETF	ETF	$416K	0.0%	741 SH
ISHARES MSCI EAFE ETF	ETF	$3.2M	0.2%	39,625 SH
ISHARES MSCI JAPAN ETF	ETF	$2.4M	0.2%	35,009 SH
ISHARES MSCI USA MIN VOL FACTO	ETF	$230K	0.0%	2,457 SH
ISHARES RUSSELL 1000 GROWTH ET	ETF	$277K	0.0%	766 SH
ISHARES RUSSELL 1000 VALUE ETF	ETF	$273K	0.0%	1,449 SH
ISHARES RUSSELL 2000 ETF	ETF	$1.0M	0.1%	5,130 SH
ISHARES RUSSELL 2000 GROWTH ET	ETF	$2.8M	0.2%	10,799 SH
ISHARES RUSSELL MID-CAP ETF	ETF	$672K	0.0%	7,902 SH
ISHARES S&P 500 GROWTH ETF	ETF	$1.1M	0.1%	11,396 SH
ISHARES S&P 500 VALUE ETF	ETF	$412K	0.0%	2,161 SH
ISHARES S&P MIDCAP FUND	ETF	$825K	0.1%	14,136 SH
ISHARES S&P SMALL-CAP FUND	ETF	$653K	0.0%	6,240 SH
ISHARES SELECT DIVIDEND ETF	ETF	$483K	0.0%	3,600 SH
JACOBS SOLUTIONS INC	COM	$254K	0.0%	2,105 SH
JOHNSON & JOHNSON	COM	$22.1M	1.4%	133,176 SH
JPMORGAN CHASE & CO	COM	$48.3M	3.1%	196,920 SH
KRAFT HEINZ CO	COM	$390K	0.0%	12,816 SH
LAM RESEARCH CORP NEW	COM	$315K	0.0%	4,334 SH
LILLY ELI & CO	COM	$69.4M	4.5%	84,040 SH
LINDE PLC	COM	$30.3M	1.9%	65,024 SH
LOCKHEED MARTIN CORP	COM	$557K	0.0%	1,248 SH
LOEWS CORP	COM	$329K	0.0%	3,578 SH
LOWES COS INC	COM	$282K	0.0%	1,209 SH
LPL FINANCIAL HOLDINGS INC	COM	$393K	0.0%	1,200 SH
MARRIOTT INTL INC CL A	COM	$5.3M	0.3%	22,062 SH
MASTERCARD INCORPORATED CL A	COM	$45.7M	2.9%	83,307 SH
MCDONALDS CORP	COM	$11.4M	0.7%	36,352 SH
MERCK & CO INC	COM	$4.3M	0.3%	47,671 SH
META PLATFORMS INC CL A	COM	$3.0M	0.2%	5,180 SH
METTLER TOLEDO INTERNATIONAL	COM	$893K	0.1%	756 SH
MICROSOFT CORP	COM	$69.8M	4.5%	185,841 SH
MONDELEZ INTL INC CL A	COM	$5.2M	0.3%	76,423 SH
MORGAN STANLEY	COM	$28.8M	1.8%	246,774 SH
MOTOROLA SOLUTIONS INC NEW	COM	$397K	0.0%	906 SH
MSCI INC	COM	$778K	0.0%	1,375 SH
NESTLE SA SP ADR	COM	$970K	0.1%	9,589 SH
NETFLIX INC	COM	$33.2M	2.1%	35,595 SH
NEW PERSPECTIVE FUND INC	MF	$573K	0.0%	9,416 SH
NEXTERA ENERGY INC	COM	$729K	0.0%	10,285 SH
NIKE INC CL B	COM	$857K	0.1%	13,504 SH
NORFOLK SOUTHERN CORP	COM	$248K	0.0%	1,045 SH
NORTHROP GRUMMAN CORP	COM	$12.8M	0.8%	25,091 SH
NOVARTIS AG SP ADR	COM	$255K	0.0%	2,289 SH
NVIDIA CORPORATION	COM	$70.3M	4.5%	648,769 SH
OLD WESTBURY FUNDS INC ALL CAP	MF	$689K	0.0%	28,596 SH
OLD WESTBURY FUNDS INC LARGE C	MF	$8.9M	0.6%	461,780 SH
OLD WESTBURY FUNDS INC SML MID	MF	$819K	0.1%	51,847 SH
ONEOK INC	COM	$685K	0.0%	6,902 SH
ORACLE CORP	COM	$3.4M	0.2%	24,569 SH
OREILLY AUTOMOTIVE INC	COM	$381K	0.0%	266 SH
OTIS WORLDWIDE CORP	COM	$1.2M	0.1%	11,492 SH
PACKAGING CORP AMERICA	COM	$589K	0.0%	2,974 SH
PALO ALTO NETWORKS INC	COM	$6.8M	0.4%	39,993 SH
PARKER-HANNIFIN CORP	COM	$1.6M	0.1%	2,706 SH
PAYPAL HOLDINGS INC	COM	$3.0M	0.2%	45,322 SH
PEPSICO INC	COM	$10.9M	0.7%	72,797 SH
PFIZER INC	COM	$1.2M	0.1%	46,805 SH
PHILIP MORRIS INTL INC	COM	$291K	0.0%	1,832 SH
PNC FINANCIAL SERVICES GROUP I	COM	$344K	0.0%	1,956 SH
PRINCIPAL FUNDS INC MID CAP FU	MF	$1.1M	0.1%	23,680 SH
PROCTER AND GAMBLE CO	COM	$8.8M	0.6%	51,865 SH
PUBLIC SERVICE ENTERPRISE GROU	COM	$812K	0.1%	9,864 SH
PUBLIC STORAGE	COM	$1.2M	0.1%	4,000 SH
QUANTA SERVICES INC	COM	$1.5M	0.1%	5,732 SH
REPUBLIC SERVICES INC	COM	$1.8M	0.1%	7,542 SH
RTX CORPORATION COM	COM	$3.1M	0.2%	23,594 SH
S&P GLOBAL INC	COM	$209K	0.0%	412 SH
SALESFORCE INC	COM	$1.3M	0.1%	4,996 SH
SAP SE SP ADR	COM	$5.2M	0.3%	19,205 SH
SEARCHLIGHT MINERALS CORP NEW	COM	$176	0.0%	27,000 SH
SERVICENOW INC	COM	$23.4M	1.5%	29,439 SH
SHERWIN WILLIAMS CO	COM	$3.0M	0.2%	8,574 SH
SIMON PROPERTY GROUP INC	COM	$415K	0.0%	2,500 SH
SMUCKER J M CO NEW	COM	$271K	0.0%	2,289 SH
SNAP ON INC	COM	$541K	0.0%	1,606 SH
SONY GROUP CORPORATION SP ADR	COM	$1.5M	0.1%	59,227 SH
SOUTHERN CO	COM	$13.6M	0.9%	147,728 SH
SPDR DOW JONES INDUSTRIAL AVER	ETF	$1.5M	0.1%	3,466 SH
SPDR GOLD SHARES	ETF	$57.4M	3.7%	199,316 SH
SPDR S&P 500 ETF	ETF	$11.9M	0.8%	21,220 SH
SPDR S&P MIDCAP 400 ETF	ETF	$1.4M	0.1%	2,700 SH
SPOTIFY TECHNOLOGY SA	COM	$3.7M	0.2%	6,763 SH
SS&C TECHNOLOGIES HOLDINGS INC	COM	$753K	0.0%	9,019 SH
STARBUCKS CORP	COM	$806K	0.1%	8,215 SH
STRYKER CORPORATION	COM	$32.4M	2.1%	86,937 SH
TAKE-TWO INTERACTIVE SOFTWARE	COM	$1.0M	0.1%	5,066 SH
TEXAS INSTRUMENTS INC	COM	$6.6M	0.4%	36,938 SH
THERMO FISHER SCIENTIFIC INC	COM	$23.0M	1.5%	46,176 SH
THOMSON REUTERS CORP	COM	$205K	0.0%	1,187 SH
TJX COS INC	COM	$1.0M	0.1%	8,510 SH
TRANE TECHNOLOGIES PLC	COM	$918K	0.1%	2,725 SH
TRANSDIGM GROUP INC	COM	$837K	0.1%	605 SH
TRAVELERS COMPANIES INC	COM	$607K	0.0%	2,297 SH
TXNM ENERGY INC COM	COM	$661K	0.0%	12,365 SH
UNION PACIFIC CORP	COM	$1.5M	0.1%	6,175 SH
UNITEDHEALTH GROUP INC	COM	$2.8M	0.2%	5,351 SH
US BANCORP DEL	COM	$332K	0.0%	7,863 SH
VALERO ENERGY CORP	COM	$610K	0.0%	4,617 SH
VANECK GOLD MINERS ETF	COM	$5.0M	0.3%	107,984 SH
VANGUARD DIVIDEND APPRECIATION	ETF	$1.0M	0.1%	5,307 SH
VANGUARD FTSE ALL-WORLD EX US	ETF	$347K	0.0%	5,718 SH
VANGUARD FTSE DEVELOPED MARKET	ETF	$363K	0.0%	7,151 SH
VANGUARD FTSE EMERGING MARKETS	ETF	$308K	0.0%	6,798 SH
VANGUARD INDEX FUNDS 500 INDEX	MF	$2.4M	0.2%	4,575 SH
VANGUARD MID-CAP INDEX FUND	ETF	$744K	0.0%	2,876 SH
VANGUARD S&P 500 ETF	ETF	$790K	0.1%	1,538 SH
VANGUARD TOTAL STOCK MARKET IN	ETF	$4.8M	0.3%	17,387 SH
VERIZON COMMUNICATIONS INC	COM	$345K	0.0%	7,600 SH
VERTEX PHARMACEUTICALS INC	COM	$27.8M	1.8%	57,255 SH
VISA INC CL A	COM	$19.1M	1.2%	54,562 SH
WAL-MART INC	COM	$1.1M	0.1%	12,850 SH
WASTE MANAGEMENT INC DEL	COM	$43.7M	2.8%	188,916 SH
WATERS CORP	COM	$433K	0.0%	1,175 SH
WATSCO INC	COM	$788K	0.1%	1,551 SH
WEC ENERGY GROUP INC	COM	$494K	0.0%	4,531 SH
WILLIAMS COS INC	COM	$656K	0.0%	10,977 SH
WISDOMTREE INDIA EARNINGS FUND	ETF	$398K	0.0%	9,102 SH
XYLEM INC	COM	$211K	0.0%	1,765 SH
YUM BRANDS INC	COM	$1.0M	0.1%	6,577 SH
YUM CHINA HOLDINGS INC	COM	$222K	0.0%	4,272 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 14, 2026	Q3 2026	13F-HR	0000938592-26-000010	—	View
Jan 15, 2026	Q4 2025	13F-HR	0000938592-26-000001	$1.89B	View
Oct 20, 2025	Q3 2025