Moody Lynn Lieberson & Walker, LLC
264 holdingsFiling period: 2026-06-30Current AUM: $1.98Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc Cap Stock CL A | 385.2K | $137.6M | $125.1M | 6.30% | -15,632 | 2026-06-30 |
| 2 | NVDA | NVIDIA Corporation | 634.0K | $126.9M | $136.5M | 6.88% | -8,595 | 2026-06-30 |
| 3 | AVGO | Broadcom Inc | 308.2K | $116.4M | $108.4M | 5.46% | -15,054 | 2026-06-30 |
| 4 | LLY | Lilly Eli & Co | 81.2K | $97.4M | $104.6M | 5.27% | -2,255 | 2026-06-30 |
| 5 | AAPL | Apple Inc | 282.2K | $81.7M | $97.0M | 4.89% | +3.6K | 2026-06-30 |
| 6 | MSFT | Microsoft Corp | 186.3K | $69.5M | $98.9M | 4.98% | -9,056 | 2026-06-30 |
| 7 | JPM | JPMorgan Chase & Co | 195.9K | $64.1M | $66.5M | 3.35% | -5,542 | 2026-06-30 |
| 8 | AMZN | Amazon.com Inc | 251.4K | $59.9M | $64.0M | 3.23% | +6.4K | 2026-06-30 |
| 9 | GEV | GE Vernova Inc | 50.0K | $58.7M | $43.9M | 2.21% | -604 | 2026-06-30 |
| 10 | GLD | Spdr Gold Shares | 149.8K | $55.2M | $55.9M | 2.82% | -23,351 | 2026-06-30 |
| 11 | MS | Morgan Stanley | 256.4K | $53.6M | $48.7M | 2.46% | +7.0K | 2026-06-30 |
| 12 | BRK-B | Berkshire Hathaway Inc CL B NE | 97.5K | $48.8M | $48.8M | 2.46% | -2,816 | 2026-06-30 |
| 13 | ABBV | Abbvie Inc | 169.0K | $42.5M | $48.3M | 2.43% | -7,329 | 2026-06-30 |
| 14 | WM | Waste Management Inc Del | 179.6K | $40.0M | $40.4M | 2.04% | -8,608 | 2026-06-30 |
| 15 | MA | Mastercard Incorporated CL A | 75.2K | $38.6M | $45.9M | 2.31% | -4,644 | 2026-06-30 |
| 16 | — | Linde PLC | 70.1K | $36.4M | $36.4M | 1.83% | -1,542 | 2026-06-30 |
| 17 | JNJ | Johnson & Johnson | 134.7K | $34.2M | $36.5M | 1.84% | +8.1K | 2026-06-30 |
| 18 | VRTX | Vertex Pharmaceuticals Inc | 56.6K | $28.1M | $30.0M | 1.51% | -1,016 | 2026-06-30 |
| 19 | BX | Blackstone Inc | 232.3K | $27.3M | $27.2M | 1.37% | +5.0K | 2026-06-30 |
| 20 | — | Eaton Corp PLC | 62.9K | $26.8M | $26.8M | 1.35% | -1,933 | 2026-06-30 |
| 21 | SYK | Stryker Corporation | 77.8K | $24.5M | $23.7M | 1.19% | -7,956 | 2026-06-30 |
| 22 | ABT | Abbott Laboratories | 248.2K | $22.5M | $25.5M | 1.28% | +41.6K | 2026-06-30 |
| 23 | HD | Home Depot Inc | 63.5K | $22.4M | $20.2M | 1.02% | -4,425 | 2026-06-30 |
| 24 | TMO | Thermo Fisher Scientific Inc | 40.9K | $20.5M | $28.8M | 1.45% | -1,554 | 2026-06-30 |
| 25 | CVX | Chevron Corp | 120.3K | $19.9M | $27.6M | 1.39% | -1,553 | 2026-06-30 |
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