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 151–200 of 265
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| — | FIDELITY ASSET MGR | 39K | $500K+ | SH |
| NKE | NIKE INC CL B | 10K | $500K+ | SH |
| CB | CHUBB LIMITED | 2K | $500K+ | SH |
| WMB | WILLIAMS COS INC | 11K | $500K+ | SH |
| PKG | PACKAGING CORP AMERICA | 3K | $500K+ | SH |
| DOV | DOVER CORP | 3K | $500K+ | SH |
| NEE | NEXTERA ENERGY INC | 8K | $500K+ | SH |
| EMR | EMERSON ELECTRIC CO | 5K | $500K+ | SH |
| BR | BROADRIDGE FINANCIAL SOLUTIONS | 3K | $500K+ | SH |
| ADI | ANALOG DEVICES INC | 2K | $500K+ | SH |
| TRV | TRAVELERS COMPANIES INC | 2K | $500K+ | SH |
| CYBR | CYBERARK SOFTWARE LTD | 1K | $500K+ | SH |
| ADBE | ADOBE SYSTEMS INCORPORATED | 2K | $500K+ | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS | 11K | $500K+ | SH |
| DHR | DANAHER CORPORATION | 3K | $500K+ | SH |
| — | ARTISAN PARTNERS FUNDS INC INT | 11K | $500K+ | SH |
| — | NESTLE SA SP ADR | 6K | $500K+ | SH |
| PFGC | PERFORMANCE FOOD GROUP CO | 6K | $500K+ | SH |
| SNA | SNAP ON INC | 2K | $500K+ | SH |
| EPD | ENTERPRISE PRODUCTS PARTNERS L | 17K | $500K+ | SH |
| BJ | BJS WHSL CLUB HOLDINGS INC | 6K | $500K+ | SH |
| SPOT | SPOTIFY TECHNOLOGY SA | 905 | $500K+ | SH |
| IVV | ISHARES CORE S&P 500 ETF | 754 | $500K+ | SH |
| WSO | WATSCO INC | 2K | $500K+ | SH |
| — | SCHWAB CAPITAL TRUST S&P 500ID | 28K | $100K–$500K | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKET | 8K | $100K–$500K | SH |
| DVY | ISHARES SELECT DIVIDEND ETF | 3K | $100K–$500K | SH |
| VRT | VERTIV HOLDINGS CO CL A | 3K | $100K–$500K | SH |
| LNG | CHENIERE ENERGY INC NEW | 2K | $100K–$500K | SH |
| SPG | SIMON PROPERTY GROUP INC | 3K | $100K–$500K | SH |
| GLW | CORNING INC | 5K | $100K–$500K | SH |
| — | BLACKSTONE REIT INC CL I | 32K | $100K–$500K | SH |
| IVE | ISHARES S&P 500 VALUE ETF | 2K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 913 | $100K–$500K | SH |
| SAP | SAP SE SP ADR | 2K | $100K–$500K | SH |
| LPLA | LPL FINANCIAL HOLDINGS INC | 1K | $100K–$500K | SH |
| XLF | FINANCIAL SELECT SECTOR SPDR F | 8K | $100K–$500K | SH |
| MKC | MCCORMICK & CO INC NON VTG | 6K | $100K–$500K | SH |
| WEC | WEC ENERGY GROUP INC | 4K | $100K–$500K | SH |
| VEU | VANGUARD FTSE ALL-WORLD EX US | 6K | $100K–$500K | SH |
| EPI | WISDOMTREE INDIA EARNINGS FUND | 9K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 4K | $100K–$500K | SH |
| PNC | PNC FINANCIAL SERVICES GROUP I | 2K | $100K–$500K | SH |
| WAT | WATERS CORP | 1K | $100K–$500K | SH |
| ALL | ALLSTATE CORP | 2K | $100K–$500K | SH |
| QQQ | INVESCO QQQ TRUST | 643 | $100K–$500K | SH |
| — | FIDELITY CONTRAFUND NEW INSIGH | 8K | $100K–$500K | SH |
| L | LOEWS CORP | 4K | $100K–$500K | SH |
| — | FRANKLIN CUSTODIAN FUNDS GROWT | 3K | $100K–$500K | SH |
| USB | US BANCORP DEL | 7K | $100K–$500K | SH |