AI Portfolio Summary
In 2026 Q1, MOODY LYNN LIEBERSON & WALKER, LLC maintained a portfolio of 275 distinct positions. They heavily accumulated shares in MICROSOFT CORP, increasing their position by 0.7%. The fund also reduced its exposure to SERVICENOW INC by 40.4%.
Total Positions
275
Quarter
2026 Q1
Top Holding
GOOGL (6.5%)
Top 10 Concentration
43.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 275
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GOOGL
ALPHABET INC CA...
|
Communication Services | 6.47% | 6.65% |
#1
Prev: #1
|
5.1 | -246 | -0.1% |
P
S
|
400,805 | $115,255,486 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 6.29% | 6.41% |
#2
Prev: #2
|
4.5 | -5,603 | -0.9% |
P
S
|
642,574 | $112,064,906 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AVGO
BROADCOM INC
|
Technology | 5.62% | 6.02% |
#3
Prev: #3
|
3.7 | -5,024 | -1.5% |
P
S
|
323,279 | $100,058,083 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
LLY
LILLY ELI & CO
|
Healthcare | 4.31% | 4.76% |
#4
1
Prev: #5
|
2.7 | -198 | -0.2% |
P
S
|
83,422 | $76,729,053 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
GLD
SPDR GOLD SHARE...
|
ETF | 4.18% | 3.90% |
#5
2
Prev: #7
|
2.7 | -12,790 | -6.9% |
P
S
|
173,122 | $74,492,665 | 2008 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 4.06% | 4.97% |
#6
2
Prev: #4
|
2.1 | 1,420 | 0.7% |
P
S
|
195,341 | $72,309,354 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AAPL
APPLE INC
|
Technology | 3.97% | 4.02% |
#7
1
Prev: #6
|
2.1 | -568 | -0.2% |
P
S
|
278,562 | $70,696,250 | 2004 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 3.33% | 3.58% |
#8
Prev: #8
|
1.8 | -8,017 | -3.8% |
P
S
|
201,465 | $59,262,944 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AMZN
AMAZON.COM INC
|
Consumer Cyclical | 2.86% | 2.97% |
#9
Prev: #9
|
1.6 | 2,337 | 1.0% |
P
S
|
245,073 | $51,041,354 | 2004 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 2.70% | 2.61% |
#10
Prev: #10
|
1.6 | 2,505 | 2.6% |
P
S
|
100,297 | $48,062,322 | 2012 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 2.48% | 1.29% |
#11
12
Prev: #23
|
3.5 | 13,216 | 35.4% |
P
S
|
50,584 | $44,154,774 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
WM
WASTE MANAGEMEN...
|
Industrials | 2.43% | 2.17% |
#12
3
Prev: #15
|
1.5 | 2,011 | 1.1% |
P
S
|
188,208 | $43,248,316 | 2000 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
MS
MORGAN STANLEY
|
Financial Services | 2.30% | 2.47% |
#13
2
Prev: #11
|
1.4 | -12,938 | -4.9% |
P
S
|
249,367 | $41,038,327 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 2.24% | 2.41% |
#14
2
Prev: #12
|
1.4 | 153 | 0.2% |
P
S
|
79,834 | $39,889,856 | 2007 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 2.15% | 2.33% |
#15
2
Prev: #13
|
1.4 | -16,170 | -8.4% |
P
S
|
176,293 | $38,341,965 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
LIN
LINDE PLC
|
Basic Materials | 1.99% | 1.50% |
#16
3
Prev: #19
|
2.8 | 5,350 | 8.1% |
P
S
|
71,637 | $35,514,759 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.74% | 1.34% |
#17
4
Prev: #21
|
1.2 | 4,226 | 3.5% |
P
S
|
126,560 | $30,936,326 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
NFLX
NETFLIX INC
|
ETF | 1.61% | 1.72% |
#18
1
Prev: #17
|
1.1 | -47,443 | -13.7% |
P
S
|
299,223 | $28,770,291 | 2003 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 1.58% | 1.56% |
#19
1
Prev: #18
|
1.1 | 1,777 | 2.1% |
P
S
|
85,768 | $28,182,507 | 2001 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BX
BLACKSTONE INC
|
Financial Services | 1.47% | 2.28% |
#20
6
Prev: #14
|
1.1 | -51,280 | -18.4% |
P
S
|
227,372 | $26,145,506 | 2010 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VRTX
VERTEX PHARMACE...
|
Healthcare | 1.44% | 1.32% |
#21
1
Prev: #22
|
1.1 | 2,648 | 4.8% |
P
S
|
57,640 | $25,738,566 | 2005 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
CVX
CHEVRON CORP
|
Energy | 1.41% | 0.74% |
#22
12
Prev: #34
|
3.1 | 30,286 | 33.1% |
P
S
|
121,803 | $25,201,041 | 2001 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
ETN
EATON CORP PLC
|
Industrials | 1.30% | 1.37% |
#23
3
Prev: #20
|
0.5 | -16,314 | -20.1% |
P
S
|
64,794 | $23,174,870 | 2004 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 1.25% | 1.25% |
#24
1
Prev: #25
|
1.0 | -704 | -1.0% |
P
S
|
67,956 | $22,350,049 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
ABT
ABBOTT LABORATO...
|
Healthcare | 1.19% | 1.79% |
#25
9
Prev: #16
|
0.5 | -63,144 | -23.4% |
P
S
|
206,625 | $21,214,189 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 1.17% | 1.26% |
#26
2
Prev: #24
|
1.0 | 1,543 | 3.8% |
P
S
|
42,474 | $20,877,245 | 1999 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
NOC
NORTHROP GRUMMA...
|
Industrials | 1.11% | 0.75% |
#27
6
Prev: #33
|
2.4 | 4,291 | 17.3% |
P
S
|
29,096 | $19,850,455 | 2000 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
KO
COCA-COLA CO
|
Consumer Defensive | 1.10% | 0.87% |
#28
2
Prev: #30
|
2.4 | 22,691 | 9.6% |
P
S
|
257,884 | $19,612,078 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.97% | 0.54% |
#29
13
Prev: #42
|
2.9 | 17,135 | 20.2% |
P
S
|
102,161 | $17,332,635 | 1999 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SO
SOUTHERN CO
|
Utilities | 0.97% | 0.79% |
#30
2
Prev: #32
|
0.9 | 7,851 | 4.6% |
P
S
|
178,217 | $17,201,505 | 2000 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
GILD
GILEAD SCIENCES...
|
Healthcare | 0.93% | 0.63% |
#31
6
Prev: #37
|
2.9 | 21,957 | 22.6% |
P
S
|
119,259 | $16,621,127 | 2001 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
HTHIY
HITACHI LTD ADR...
|
Industrials | 0.93% | 0.89% |
#32
4
Prev: #28
|
2.4 | 32,062 | 6.0% |
P
S
|
570,150 | $16,597,066 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 0.91% | 0.63% |
#33
5
Prev: #38
|
2.9 | 22,330 | 27.0% |
P
S
|
104,913 | $16,291,940 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
WFC
WELLS FARGO CO
|
Financial Services | 0.88% | 0.93% |
#34
7
Prev: #27
|
0.9 | 9,028 | 4.8% |
P
S
|
196,496 | $15,643,047 | 1999 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
FERG
FERGUSON ENTERP...
|
Industrials | 0.87% | 0.88% |
#35
6
Prev: #29
|
0.8 | -8,182 | -10.9% |
P
S
|
66,598 | $15,534,649 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
UNP
UNION PACIFIC C...
|
Industrials | 0.83% | 0.59% |
#36
4
Prev: #40
|
2.8 | 13,186 | 27.4% |
P
S
|
61,233 | $14,856,350 | 1999 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
GOOG
ALPHABET INC CA...
|
Communication Services | 0.78% | 0.86% |
#37
6
Prev: #31
|
0.8 | -3,232 | -6.2% |
P
S
|
48,583 | $13,936,519 | 2004 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
V
VISA INC CL A
|
Financial Services | 0.64% | 0.72% |
#38
2
Prev: #36
|
0.8 | -635 | -1.6% |
P
S
|
37,930 | $11,463,963 | 2009 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.64% | 0.60% |
#39
Prev: #39
|
0.8 | 31 | 0.1% |
P
S
|
36,766 | $11,426,505 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SPY
STATE STREET SP...
|
ETF | 0.64% | 0.74% |
#40
5
Prev: #35
|
0.8 | -2,817 | -13.8% |
P
S
|
17,548 | $11,412,166 | 1999 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
GE
GENERAL ELECTRI...
|
Industrials | 0.54% | 0.56% |
#41
Prev: #41
|
0.7 | -289 | -0.8% |
P
S
|
33,996 | $9,647,045 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
NOW
SERVICENOW INC
|
Technology | 0.52% | 1.20% |
#42
16
Prev: #26
|
0.2 | -59,848 | -40.4% |
P
S
|
88,379 | $9,240,024 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
RTX
RTX CORPORATION...
|
Industrials | 0.50% | 0.45% |
#43
Prev: #43
|
0.7 | -910 | -2.0% |
P
S
|
45,750 | $8,825,175 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
MDLZ
MONDELEZ INTL I...
|
Consumer Defensive | 0.45% | 0.25% |
#44
13
Prev: #57
|
3.2 | 52,467 | 60.7% |
P
S
|
138,834 | $8,002,392 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
PG
PROCTER AND GAM...
|
Consumer Defensive | 0.38% | 0.36% |
#45
1
Prev: #46
|
0.7 | -383 | -0.8% |
P
S
|
46,460 | $6,710,630 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.36% | 0.37% |
#46
1
Prev: #45
|
0.6 | -316 | -4.0% |
P
S
|
7,603 | $6,432,062 | 2001 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
TXN
TEXAS INSTRUMEN...
|
Technology | 0.34% | 0.28% |
#47
4
Prev: #51
|
0.6 | 1,216 | 4.1% |
P
S
|
31,238 | $6,064,545 | 1999 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.34% | 0.25% |
#48
5
Prev: #53
|
2.1 | 4,732 | 10.5% |
P
S
|
49,836 | $5,994,772 | 1999 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BLDR
BUILDERS FIRSTS...
|
Industrials | 0.33% | 0.23% |
#49
13
Prev: #62
|
3.1 | 30,678 | 73.9% |
P
S
|
72,198 | $5,944,061 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VTI
VANGUARD TOTAL ...
|
ETF | 0.32% | 0.32% |
#50
3
Prev: #47
|
0.6 | 178 | 1.0% |
P
S
|
18,005 | $5,776,291 | 2010 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 |
Showing 1-50 of 275 holdings