Moody Lynn & Lieberson
$1.8B Assets Reported
270 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGL | ALPHABET INC CAP STOCK CL A | 400,805 | $115M | 6.5% |
| NVDA | NVIDIA CORPORATION | 642,574 | $112M | 6.3% |
| AVGO | BROADCOM INC | 323,279 | $100M | 5.6% |
| LLY | LILLY ELI & CO | 83,422 | $77M | 4.3% |
| GLD | SPDR GOLD SHARES | 173,122 | $74M | 4.2% |
| MSFT | MICROSOFT CORP | 195,341 | $72M | 4.1% |
| AAPL | APPLE INC | 278,562 | $71M | 4.0% |
| JPM | JPMORGAN CHASE & CO | 201,465 | $59M | 3.3% |
| AMZN | AMAZON.COM INC | 245,073 | $51M | 2.9% |
| BRKB | BERKSHIRE HATHAWAY INC CL B NE | 100,297 | $48M | 2.7% |
Track Moody Lynn & Lieberson's 13F portfolio: $1.8B in reported holdings, 270 positions. Top holdings, AUM, and quarterly changes on SentiSense.