CIK 938592
MOODY LYNN & LIEBERSON, LLC
Institutional 13F holdings & portfolio
Holdings
265
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 265
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TJX | TJX COS INC | 8K | $1M+ | SH |
| BLK | BLACKROCK INC | 1K | $1M+ | SH |
| EBC | EASTERN BANKSHARES INC | 68K | $1M+ | SH |
| IWM | ISHARES RUSSELL 2000 ETF | 5K | $1M+ | SH |
| CRM | SALESFORCE INC | 5K | $1M+ | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 10K | $1M+ | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION | 5K | $1M+ | SH |
| IRM | IRON MOUNTAIN INC | 14K | $1M+ | SH |
| COST | COSTCO WHOLESALE CORP | 1K | $1M+ | SH |
| AXON | AXON ENTERPRISE INC | 2K | $1M+ | SH |
| MTD | METTLER TOLEDO INTERNATIONAL | 802 | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 6K | $1M+ | SH |
| CW | CURTISS WRIGHT CORP | 2K | $1M+ | SH |
| DIS | DISNEY WALT CO | 10K | $1M+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 3K | $1M+ | SH |
| PSA | PUBLIC STORAGE | 4K | $1M+ | SH |
| — | PRINCIPAL FUNDS INC MID CAP FU | 24K | $1M+ | SH |
| CMC | COMMERCIAL METALS CO | 14K | $500K+ | SH |
| CBT | CABOT CORP | 15K | $500K+ | SH |
| ASML | ASML HOLDING NV NY REGISTRY | 918 | $500K+ | SH |
| XLV | HEALTH CARE SELECT SECTOR SPDR | 6K | $500K+ | SH |
| AEM | AGNICO EAGLE MINES LTD | 6K | $500K+ | SH |
| VOO | VANGUARD S&P 500 ETF | 2K | $500K+ | SH |
| IJH | ISHARES S&P MIDCAP FUND | 14K | $500K+ | SH |
| MO | ALTRIA GROUP INC | 16K | $500K+ | SH |
| OTIS | OTIS WORLDWIDE CORP | 10K | $500K+ | SH |
| YUM | YUM BRANDS INC | 6K | $500K+ | SH |
| HON | HONEYWELL INTL INC | 4K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 3K | $500K+ | SH |
| LRCX | LAM RESEARCH CORP NEW | 5K | $500K+ | SH |
| TDG | TRANSDIGM GROUP INC | 609 | $500K+ | SH |
| WRB | BERKLEY W R CORP | 11K | $500K+ | SH |
| GDX | VANECK GOLD MINERS ETF | 9K | $500K+ | SH |
| IWR | ISHARES RUSSELL MID-CAP ETF | 8K | $500K+ | SH |
| MSCI | MSCI INC | 1K | $500K+ | SH |
| SSNC | SS&C TECHNOLOGIES HOLDINGS INC | 9K | $500K+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE INC | 5K | $500K+ | SH |
| IBM | INTL BUSINESS MACHINES | 3K | $500K+ | SH |
| INTU | INTUIT | 1K | $500K+ | SH |
| — | DELAWARE EQUITY FUNDS V SMALL | 24K | $500K+ | SH |
| VLO | VALERO ENERGY CORP | 4K | $500K+ | SH |
| AMT | AMERICAN TOWER CORP | 4K | $500K+ | SH |
| IJR | ISHARES S&P SMALL-CAP FUND | 6K | $500K+ | SH |
| — | OLD WESTBURY FUNDS INC ALL CAP | 27K | $500K+ | SH |
| VO | VANGUARD MID-CAP INDEX FUND | 2K | $500K+ | SH |
| SBUX | STARBUCKS CORP | 8K | $500K+ | SH |
| TXNM | TXNM ENERGY INC COM | 12K | $500K+ | SH |
| — | NEW PERSPECTIVE FUND INC | 9K | $500K+ | SH |
| PFE | PFIZER INC | 27K | $500K+ | SH |
| — | FIDELITY TR 500 INDEX FUND | 3K | $500K+ | SH |