MOODY LYNN & LIEBERSON, INC. Portfolio Holdings
Q3 2025•231 long positions•$1.8B portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding249 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Semiconductors Technology | $127.2M 6.96% | -$8.6M Sold | 0.008% 385.6K shares | 411.7K → 385.6K −$8.6M | -6.33% | $1.56T Mega Cap | Q4 2013 Held for 11y 11m | |
Semiconductors Technology | $120.4M 6.58% | -$1.3M Sold | 0.003% 645.2K shares | 651.9K → 645.2K −$1.3M | -1.03% | $4.54T Mega Cap | Q4 2019 Held for 5y 11m | |
Software - Infrastructure Technology | $100.4M 5.49% | +$222.2K Bought | 0.003% 193.9K shares | 193.4K → 193.9K +$222.2K | +0.22% | $3.85T Mega Cap | Q4 2013 Held for 11y 11m | |
Internet Content & Information Communication Services | $97.5M 5.33% | +$4.8M Bought | 0.003% 401.1K shares | 381.4K → 401.1K +$4.8M | +5.18% | $2.95T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Consumer Electronics Technology | $70.3M 3.84% | +$4.6M Bought | 0.002% 276.0K shares | 258.0K → 276.0K +$4.6M | +6.97% | $3.78T Mega Cap | Q3 2013 Held for 12y 2m | |
Unknown Unknown | $67.4M 3.68% | -$2.2M Sold | — 189.5K shares | 195.5K → 189.5K −$2.2M | -3.09% | — — | Q1 2023 Held for 2y 8m | |
Banks - Diversified Financial Services | $62.8M 3.44% | +$50.2K Bought | 0.007% 199.2K shares | 199.1K → 199.2K +$50.2K | +0.08% | $867.35B Mega Cap | Q1 2016 Held for 9y 8m | |
Drug Manufacturers - General Healthcare | $61.8M 3.38% | -$650.8K Sold | 0.009% 81.0K shares | 81.8K → 81.0K −$650.8K | -1.04% | $684.00B Mega Cap | Q1 2020 Held for 5y 8m | |
Specialty Retail Consumer Cyclical | $54.8M 2.99% | -$256.2K Sold | 0.002% 249.4K shares | 250.6K → 249.4K −$256.2K | -0.47% | $2.34T Mega Cap | Q2 2015 Held for 10y 5m | |
Asset Management Financial Services | $49.2M 2.69% | +$1.6M Bought | 0.037% 287.9K shares | 278.9K → 287.9K +$1.6M | +3.25% | $133.37B Large Cap | Q2 2017 Held for 8y 5m | |
Financial - Credit Services Financial Services | $45.2M 2.47% | -$106.4K Sold | 0.009% 79.4K shares | 79.6K → 79.4K −$106.4K | -0.23% | $514.21B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Diversified Financial Services | $44.6M 2.44% | -$8.6M Sold | 0.004% 88.7K shares | 105.7K → 88.7K −$8.6M | -16.13% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Entertainment Communication Services | $42.6M 2.33% | -$130.7K Sold | 0.008% 35.6K shares | 35.7K → 35.6K −$130.7K | -0.31% | $509.45B Mega Cap | Q4 2022 Held for 2y 11m | |
Drug Manufacturers - General Healthcare | $42.5M 2.32% | +$2.6M Bought | 0.01% 183.5K shares | 172.4K → 183.5K +$2.6M | +6.43% | $409.03B Mega Cap | Q1 2020 Held for 5y 8m | |
Financial - Capital Markets Financial Services | $41.6M 2.27% | +$1.4M Bought | 0.016% 261.6K shares | 252.9K → 261.6K +$1.4M | +3.44% | $253.75B Mega Cap | Q2 2020 Held for 5y 5m | |
Waste Management Industrials | $41.1M 2.25% | -$669.1K Sold | 0.046% 186.0K shares | 189.0K → 186.0K −$669.1K | -1.6% | $89.0B Large Cap | Q3 2016 Held for 9y 2m | |
Medical - Devices Healthcare | $35.3M 1.93% | -$547.8K Sold | 0.015% 263.5K shares | 267.5K → 263.5K −$547.8K | -1.53% | $233.12B Mega Cap | Q1 2017 Held for 8y 8m | |
Medical - Devices Healthcare | $33.3M 1.82% | +$840.6K Bought | 0.024% 90.1K shares | 87.8K → 90.1K +$840.6K | +2.59% | $141.33B Large Cap | Q3 2017 Held for 8y 2m | |
Industrial - Machinery Industrials | $32.3M 1.77% | +$418.0K Bought | 0.022% 86.4K shares | 85.3K → 86.4K +$418.0K | +1.31% | $145.70B Large Cap | Q4 2021 Held for 3y 11m | |
Chemicals - Specialty Basic Materials | $31.1M 1.7% | -$145.4K Sold | 0.014% 65.4K shares | 65.7K → 65.4K −$145.4K | -0.47% | $222.73B Mega Cap | Q4 2018 Held for 6y 11m | |
Home Improvement Consumer Cyclical | $27.8M 1.52% | +$93.2K Bought | 0.007% 68.6K shares | 68.3K → 68.6K +$93.2K | +0.34% | $403.32B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Application Technology | $27.7M 1.52% | -$2.7M Sold | 0.015% 30.1K shares | 33.1K → 30.1K −$2.7M | -8.93% | $190.98B Large Cap | Q4 2017 Held for 7y 11m | |
Renewable Utilities Utilities | $22.7M 1.24% | +$204.1K Bought | 0.014% 37.0K shares | 36.6K → 37.0K +$204.1K | +0.91% | $167.39B Large Cap | Q2 2024 Held for 1y 5m | |
Biotechnology Healthcare | $22.2M 1.21% | -$594.5K Sold | 0.022% 56.6K shares | 58.1K → 56.6K −$594.5K | -2.61% | $100.41B Large Cap | Q1 2022 Held for 3y 8m | |
Drug Manufacturers - General Healthcare | $21.7M 1.19% | +$2.7M Bought | 0.005% 116.9K shares | 102.4K → 116.9K +$2.7M | +14.17% | $446.55B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Medical - Diagnostics & Research Healthcare | $19.4M 1.06% | +$54.3K Bought | 0.011% 40.0K shares | 39.8K → 40.0K +$54.3K | +0.28% | $183.15B Large Cap | Q2 2015 Held for 10y 5m | |
Aerospace & Defense Industrials | $17.6M 0.961% | +$273.0K Bought | 0.02% 28.8K shares | 28.4K → 28.8K +$273.0K | +1.58% | $87.2B Large Cap | Q4 2015 Held for 9y 11m | |
Banks - Diversified Financial Services | $17.3M 0.943% | +$4.8M Bought | 0.006% 205.8K shares | 148.4K → 205.8K +$4.8M | +38.67% | $268.51B Mega Cap | Q2 2025 Held for 5 months | |
Oil & Gas Integrated Energy | $17.1M 0.935% | +$6.8M Bought | 0.005% 110.1K shares | 66.1K → 110.1K +$6.8M | +66.73% | $312.88B Mega Cap | Q4 2022 Held for 2y 11m | |
Regulated Electric Utilities | $16.5M 0.9% | +$1.8M Bought | 0.016% 173.8K shares | 154.6K → 173.8K +$1.8M | +12.43% | $104.25B Large Cap | Q3 2023 Held for 2y 2m | |
Specialty Retail Consumer Cyclical | $14.1M 0.771% | +$13.7M Bought | 0.015% 130.8K shares | 4.1K → 130.8K +$13.7M | +3,124.56% | $91.5B Large Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $13.7M 0.747% | -$311.1K Sold | — 20.5K shares | 21.0K → 20.5K −$311.1K | -2.23% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Financial - Data & Stock Exchanges Financial Services | $13.2M 0.72% | +$107.2K Bought | 0.014% 78.1K shares | 77.5K → 78.1K +$107.2K | +0.82% | $96.4B Large Cap | Q3 2024 Held for 1y 2m | |
Financial - Credit Services Financial Services | $13.1M 0.716% | -$95.9K Sold | 0.002% 38.4K shares | 38.7K → 38.4K −$95.9K | -0.73% | $662.60B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Industrial - Distribution Industrials | $12.8M 0.702% | +$2.2M Bought | 0.029% 57.2K shares | 47.5K → 57.2K +$2.2M | +20.54% | $45.1B Large Cap | Q1 2024 Held for 1y 8m | |
Beverages - Non-Alcoholic Consumer Defensive | $12.6M 0.687% | +$89.7K Bought | 0.004% 189.4K shares | 188.1K → 189.4K +$89.7K | +0.72% | $285.42B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $11.8M 0.644% | — | 0.0% 48.4K shares | — | — | $2.95T Mega Cap | Q2 2017 Held for 8y 5m | |
Restaurants Consumer Cyclical | $11.1M 0.608% | -$127.3K Sold | 0.005% 36.6K shares | 37.0K → 36.6K −$127.3K | -1.13% | $216.86B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Aerospace & Defense Industrials | $10.5M 0.575% | +$29.5K Bought | 0.003% 35.0K shares | 34.9K → 35.0K +$29.5K | +0.28% | $319.00B Mega Cap | Q1 2023 Held for 2y 8m | |
Software - Infrastructure Technology | $9.6M 0.523% | -$75.9K Sold | 0.001% 34.0K shares | 34.3K → 34.0K −$75.9K | -0.79% | $801.76B Mega Cap | Q2 2021 Held for 4y 5m | |
Computer Hardware Technology | $9.4M 0.512% | -$129.7K Sold | 0.005% 64.2K shares | 65.1K → 64.2K −$129.7K | -1.37% | $183.14B Large Cap | Q3 2021 Held for 4y 2m | |
Beverages - Non-Alcoholic Consumer Defensive | $9.3M 0.506% | +$1.8M Bought | 0.005% 66.0K shares | 53.3K → 66.0K +$1.8M | +23.75% | $192.27B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Construction Industrials | $8.9M 0.488% | +$8.9M New | 0.067% 73.6K shares | 0 → 73.6K +$8.9M | New | $13.4B Large Cap | Q3 2025 Held for 2 months | |
Aerospace & Defense Industrials | $7.8M 0.429% | -$228.1K Sold | 0.003% 46.8K shares | 48.2K → 46.8K −$228.1K | -2.83% | $223.98B Mega Cap | Q1 2016 Held for 9y 8m | |
Drug Manufacturers - General Healthcare | $7.4M 0.404% | +$67.0K Bought | 0.005% 66.6K shares | 65.9K → 66.6K +$67.0K | +0.92% | $137.73B Large Cap | Q3 2021 Held for 4y 2m | |
Household & Personal Products Consumer Defensive | $7.3M 0.401% | -$331.0K Sold | 0.002% 47.7K shares | 49.9K → 47.7K −$331.0K | -4.32% | $359.62B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Financial - Capital Markets Financial Services | $6.3M 0.346% | -$79.6K Sold | 0.003% 7.9K shares | 8.0K → 7.9K −$79.6K | -1.24% | $241.07B Mega Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $5.8M 0.318% | +$19.0K Bought | — 17.7K shares | 17.7K → 17.7K +$19.0K | +0.33% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Semiconductors Technology | $5.7M 0.311% | — | 0.003% 31.0K shares | — | — | $167.04B Large Cap | Q1 2016 Held for 9y 8m | |
Internet Content & Information Communication Services | $5.6M 0.304% | +$848.1K Bought | 0.004% 8.0K shares | 6.8K → 8.0K +$848.1K | +17.97% | $143.63B Large Cap | Q2 2023 Held for 2y 5m |
