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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

MOODY LYNN & LIEBERSON, LLC

Quarter ended Q4 2024 · Filed January 21, 2025 · Accession 0000938592-25-000001

Total Value
$1.63B
Positions
246
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (246)

#IssuerTicker / CUSIPSharesValue% of Filing
1BROADCOM INCAVGO508,901$118.0M7.23%
2NVIDIA CORPORATIONNVDA723,100$97.1M5.95%
3MICROSOFT CORPMSFT191,971$80.9M4.96%
4APPLE INCAAPL305,264$76.4M4.68%
5ALPHABET INC CAP STOCK CL AGOOG394,396$74.7M4.57%
6LILLY ELI & COLLY85,376$65.9M4.04%
7AMAZON.COM INCAMZN238,796$52.4M3.21%
8BERKSHIRE HATHAWAY INC CL B NEBRK-A110,299$50.0M3.06%
9BLACKSTONE INCBX277,566$47.9M2.93%
10JPMORGAN CHASE & COVYLD195,271$46.8M2.87%
11SPDR GOLD SHARESGLD187,402$45.4M2.78%
12MASTERCARD INCORPORATED CL AMA82,221$43.3M2.65%
13WASTE MANAGEMENT INC DEL94106L109187,628$37.9M2.32%
14SERVICENOW INCNOW32,784$34.8M2.13%
15NETFLIX INCNFLX35,712$31.8M1.95%
16MORGAN STANLEYMS-PQ244,816$30.8M1.89%
17ABBVIE INCABBV155,952$27.7M1.70%
18ABBOTT LABORATORIESABLZF240,914$27.2M1.67%
19LINDE PLCLIN64,565$27.0M1.66%
20EATON CORP PLCETN78,758$26.1M1.60%
21HOME DEPOT INCHD67,162$26.1M1.60%
22THERMO FISHER SCIENTIFIC INCTMO49,850$25.9M1.59%
23STRYKER CORPORATIONSYK69,577$25.1M1.54%
24VERTEX PHARMACEUTICALS INCVRTX57,223$23.0M1.41%
25LOCKHEED MARTIN CORPLMT42,928$20.9M1.28%
26GE VERNOVA INCGEV62,611$20.6M1.26%
27JOHNSON & JOHNSONJNJ129,312$18.7M1.15%
28VISA INC CL AV54,292$17.2M1.05%
29PEPSICO INCPEP105,641$16.1M0.98%
30SPDR S&P 500 ETFSPY21,195$12.4M0.76%
31EXXON MOBIL CORPXOM113,829$12.2M0.75%
32SOUTHERN COSOMN146,326$12.0M0.74%
33MCDONALDS CORPMCD36,658$10.6M0.65%
34CHEVRON CORPCVX72,504$10.5M0.64%
35ALPHABET INC CAP STOCK CL CGOOG53,494$10.2M0.62%
36OLD WESTBURY FUNDS INC LARGE C680414109470,362$9.3M0.57%
37COCA-COLA COKO145,366$9.1M0.55%
38BRISTOL-MYERS SQUIBB COCELG-RI157,930$8.9M0.55%
39PROCTER AND GAMBLE CO74271810951,618$8.7M0.53%
40TEXAS INSTRUMENTS INC88250810445,361$8.5M0.52%
41ARISTA NETWORKS INCANET72,916$8.1M0.49%
42INTUITIVE SURGICAL INC NEWISRG14,748$7.7M0.47%
43HITACHI LTD ADR 2HTHIF155,150$7.7M0.47%
44MERCK & CO INCMRK74,215$7.4M0.45%
45PALO ALTO NETWORKS INCPANW40,280$7.3M0.45%
46MARRIOTT INTL INC CL A57190320222,984$6.4M0.39%
47NORTHROP GRUMMAN CORPNOC12,571$5.9M0.36%
48INTERCONTINENTAL EXCHANGE INC45866F10438,754$5.8M0.35%
49AUTOMATIC DATA PROCESSING INCADP18,428$5.4M0.33%
50VANGUARD TOTAL STOCK MARKET IN92290876917,110$5.0M0.30%
51SAP SE SP ADRSAPGF19,368$4.8M0.29%
52MONDELEZ INTL INC CL A60920710578,574$4.7M0.29%
53AXON ENTERPRISE INCAXON7,895$4.7M0.29%
54AMERICAN EXPRESS COAXP15,357$4.6M0.28%
55ORACLE CORPORCL-PD26,252$4.4M0.27%
56GOLDMAN SACHS GROUP INCGSCE7,504$4.3M0.26%
57FERGUSON ENTERPRISES INC COMMOFERG24,448$4.2M0.26%
58GENERAL ELECTRIC CO NEW36960430125,234$4.2M0.26%
59EXTRA SPACE STORAGE INCEXR27,983$4.2M0.26%
60PAYPAL HOLDINGS INCPYPL45,809$3.9M0.24%
61BLOCK INC CL ABSQKZ44,413$3.8M0.23%
62CHURCH & DWIGHT CO INCCHD34,775$3.6M0.22%
63COSTCO WHOLESALE CORP22160K1053,773$3.5M0.21%
64FORTINET INCFTNT34,412$3.3M0.20%
65UNITEDHEALTH GROUP INCUNH6,426$3.3M0.20%
66ACCENTURE PLC IRELAND CLASS AACN9,124$3.2M0.20%
67ISHARES BITCOIN TRUST ETFIBIT59,764$3.2M0.19%
68MOTOROLA SOLUTIONS INC NEWMSI6,824$3.2M0.19%
69INTL BUSINESS MACHINESINTR14,148$3.1M0.19%
70ISHARES RUSSELL 2000 GROWTH ET46428764810,799$3.1M0.19%
71SPOTIFY TECHNOLOGY SASPOT6,763$3.0M0.19%
72IDEXX LABORATORIES INC45168D1047,242$3.0M0.18%
73META PLATFORMS INC CL AMETA5,047$3.0M0.18%
74SHERWIN WILLIAMS COSHW8,417$2.9M0.18%
75CRH PLCCRH30,744$2.8M0.17%
76TESLA INCTSLA7,003$2.8M0.17%
77RTX CORPORATION COMRTX23,606$2.7M0.17%
78COTERRA ENERGY INCCTRA105,199$2.7M0.16%
79VANGUARD INDEX FUNDS 500 INDEX9229087104,575$2.5M0.15%
80ADOBE SYSTEMS INCORPORATEDADBE5,504$2.4M0.15%
81MONGODB INC CL AMDB10,225$2.4M0.15%
82AMPHENOL CORP CL A03209510133,048$2.3M0.14%
83CISCO SYSTEMS INCCSCO36,673$2.2M0.13%
84GILEAD SCIENCES INCGILD21,307$2.0M0.12%
85QUANTA SERVICES INC74762E1026,141$1.9M0.12%
86ADVANCED MICRO DEVICES INCAMD15,515$1.9M0.11%
87ILLINOIS TOOL WORKS INC4523081097,296$1.8M0.11%
88HONEYWELL INTL INC4385161067,920$1.8M0.11%
89PARKER-HANNIFIN CORPPH2,709$1.7M0.11%
90SALESFORCE INCCRM5,006$1.7M0.10%
91GRAINGER W W INC3848021041,569$1.7M0.10%
92SPDR S&P MIDCAP 400 ETFMDY2,681$1.5M0.09%
93REPUBLIC SERVICES INC7607591007,542$1.5M0.09%
94INVESCO S&P 500 EQUAL WEIGHT EIVZ8,484$1.5M0.09%
95SPDR DOW JONES INDUSTRIAL AVER78467X1093,466$1.5M0.09%
96IRON MOUNTAIN INC46284V10113,545$1.4M0.09%
97UNION PACIFIC CORPUNP6,144$1.4M0.09%
98DANAHER CORPORATION2358511025,980$1.4M0.08%
99PFIZER INCPFE51,700$1.4M0.08%
100CABOT CORPCBT15,000$1.4M0.08%
101BLACKROCK INCBLK1,278$1.3M0.08%
102WAL-MART INCWMT13,903$1.3M0.08%
103PUBLIC STORAGEPSA-PS4,004$1.2M0.07%
104BANK OF AMERICA CORP06050510427,234$1.2M0.07%
105OTIS WORLDWIDE CORPOTIS12,655$1.2M0.07%
106ISHARES S&P 500 GROWTH ETF46428730911,396$1.2M0.07%
107NOVO-NORDISK AS ADRNONOF13,353$1.1M0.07%
108ISHARES RUSSELL 2000 ETF4642876554,956$1.1M0.07%
109DISNEY WALT CO2546871069,777$1.1M0.07%
110PRINCIPAL FUNDS INC MID CAP FU74253Q74723,680$1.1M0.06%
111INTUITINTU1,654$1.0M0.06%
112VANGUARD DIVIDEND APPRECIATION9219088445,307$1.0M0.06%
113TJX COS INC8725401098,495$1.0M0.06%
114NIKE INC CL BNKE13,504$1.0M0.06%
115HEICO CORPHEI-A4,251$1.0M0.06%
116TRANE TECHNOLOGIES PLCTT2,725$1.0M0.06%
117OLD WESTBURY FUNDS INC SML MID68041460460,980$975,6800.06%
118METTLER TOLEDO INTERNATIONALMTD788$964,2600.06%
119TAKE-TWO INTERACTIVE SOFTWARETTWO5,021$924,2660.06%
120YUM BRANDS INCYUM6,760$906,9220.06%
121FISERV INCFISV4,385$900,7670.06%
122ISHARES S&P MIDCAP FUND46428750714,350$894,1480.05%
123HEALTH CARE SELECT SECTOR SPDR81369Y2096,421$883,3370.05%
124ISHARES MSCI EAFE ETF46428746511,636$879,7980.05%
125NESTLE SA SP ADR64106940610,253$837,6700.05%
126PUBLIC SERVICE ENTERPRISE GROU7445731069,892$835,7750.05%
127ALTRIA GROUP INCMO15,924$832,6660.05%
128VANGUARD S&P 500 ETF9229083631,545$832,4610.05%
129EMERSON ELECTRIC COEMR6,683$828,2240.05%
130MSCI INCMSCI1,375$825,0140.05%
131FIDELITY ASSET MGR31606958252,829$818,3190.05%
132NEXTERA ENERGY INCNEE-PW11,190$802,2110.05%
133TRANSDIGM GROUP INCTDG605$766,7040.05%
134STARBUCKS CORPSBUX8,331$760,2040.05%
135AMERICAN TOWER CORP03027X1004,079$748,1290.05%
136OLD WESTBURY FUNDS INC ALL CAP68041430729,512$746,0740.05%
137DELAWARE EQUITY FUNDS V SMALL24610B82624,281$738,6280.05%
138WATSCO INCWSO-B1,551$735,0030.05%
139ANALOG DEVICES INCADI3,442$731,2870.04%
140ISHARES S&P SMALL-CAP FUND4642878046,240$718,9730.04%
141ISHARES BIOTECHNOLOGY FUND4642875565,405$714,5950.04%
142AMGEN INCAMGN2,739$713,8930.04%
143COMMERCIAL METALS COCMC14,354$711,9580.04%
144CURTISS WRIGHT CORPCW1,999$709,3850.04%
145ISHARES RUSSELL MID-CAP ETF4642874997,902$698,5370.04%
146ONEOK INCOKE6,902$692,9610.04%
147SS&C TECHNOLOGIES HOLDINGS INCSSNC9,019$683,4600.04%
148BERKLEY W R CORPWRB-PH11,542$675,4380.04%
149VANGUARD MID-CAP INDEX FUND9229086292,548$673,0880.04%
150PACKAGING CORP AMERICA6951561092,974$669,5370.04%
151BROADRIDGE FINANCIAL SOLUTIONSBR2,810$635,3130.04%
152TXNM ENERGY INC COMTXNM12,365$607,9870.04%
153ISHARES CORE S&P 500 ETF4642872001,023$602,2200.04%
154WILLIAMS COS INC96945710010,977$594,0750.04%
155DOVER CORPDOV3,155$591,8780.04%
156NEW PERSPECTIVE FUND INC6480181099,416$584,8470.04%
157COPART INCCPRT10,003$574,0720.04%
158BJS WHSL CLUB HOLDINGS INC05550J1016,336$566,1220.03%
159VALERO ENERGY CORPVLO4,617$565,9980.03%
160SNAP ON INCSNA1,656$562,1790.03%
161TRAVELERS COMPANIES INCTRV2,290$551,6380.03%
162HESS CORPHESM4,122$548,2670.03%
163CONOCOPHILLIPSCOP5,522$547,6170.03%
164CHENIERE ENERGY INC NEWLNG2,418$519,5560.03%
165ARTISAN PARTNERS FUNDS INC INT04314H85710,823$508,9880.03%
166TPG INC CL ATPGXL8,002$502,8460.03%
167HUBSPOT INCHUBS717$499,5840.03%
168ENTERPRISE PRODUCTS PARTNERS L29379210715,875$497,8400.03%
169ECOLAB INCECL2,094$490,6660.03%
170CROWDSTRIKE HOLDINGS INC CL ACRWD1,428$488,6040.03%
171ALLSTATE CORPALL-PJ2,504$482,7460.03%
172EASTERN BANKSHARES INCEBC27,673$477,3590.03%
173ISHARES SELECT DIVIDEND ETF4642871683,600$472,6440.03%
174AGNICO EAGLE MINES LTDAEM5,913$462,4560.03%
175CHUBB LIMITEDCB1,641$453,4080.03%
176BLACKSTONE REIT INC CL IBX32,370$450,5790.03%
177ASML HOLDING NV NY REGISTRYASMLF640$443,5710.03%
178WATERS CORP9418481031,175$435,9010.03%
179SIMON PROPERTY GROUP INC8288061092,500$430,5250.03%
180WEC ENERGY GROUP INCWEC4,531$426,0950.03%
181SKYWORKS SOLUTIONS INCSWKS4,771$423,0920.03%
182ISHARES S&P 500 VALUE ETF4642874082,161$412,4920.03%
183WISDOMTREE INDIA EARNINGS FUNDWT9,102$412,0480.03%
184KRAFT HEINZ COKHC13,380$410,9000.03%
185LPL FINANCIAL HOLDINGS INC50212V1001,200$391,8120.02%
186LOWES COS INC5486611071,543$380,8120.02%
187NRG ENERGY INC NEWNRG4,219$380,6380.02%
188H&R BLOCK INCBSQKZ7,197$380,2890.02%
189PNC FINANCIAL SERVICES GROUP I6934751051,966$379,1430.02%
190US BANCORP DELUSB-PS7,863$376,0870.02%
191HORIZON KINETICS INFLATION BEN53656F6239,841$374,7450.02%
192VANECK GOLD MINERS ETF92189F10610,962$371,7210.02%
193FIDELITY CONTRAFUND NEW INSIGH3160716048,076$352,1200.02%
194INVESCO QQQ TRUSTIVZ662$338,4340.02%
195HARBOR FUNDS CAP APPREC INST4115115042,790$317,1440.02%
196OREILLY AUTOMOTIVE INC67103H107266$315,4230.02%
197VANGUARD FTSE DEVELOPED MARKET9219438586,526$312,0730.02%
198LAM RESEARCH CORP NEWLRCX4,314$311,6000.02%
199CYBERARK SOFTWARE LTDM2682V108934$311,1620.02%
200VERIZON COMMUNICATIONS INCVZ7,750$309,9220.02%
201FIDELITY TR 500 INDEX FUND3159117501,517$309,7810.02%
202BROOKFIELD CORP CL A11271J1075,370$308,5060.02%
203ISHARES RUSSELL 1000 GROWTH ET464287614766$307,6100.02%
204DOMINION ENERGY INCD5,600$301,6160.02%
205COGNIZANT TECHNOLOGY SOLUTIONSCTSH3,794$291,7590.02%
206CHECK POINT SOFTWARE TECH LTDM224651041,554$290,1320.02%
207HARRIS ASSOC INV TR OAKMRK SLT4138386993,601$288,2010.02%
208FIDELITY CONTRAFUND31607110913,649$287,0380.02%
209DUTCH BROTHERS INC CL ABROS5,374$281,4900.02%
210JACOBS SOLUTIONS INCJ2,105$281,2700.02%
211ISHARES RUSSELL 1000 VALUE ETF4642875981,449$268,2530.02%
212FIDELITY TR TOTAL MKT INS PREM3159116931,645$265,3480.02%
213LEAR CORP NEWLEA2,685$254,2690.02%
214SMUCKER J M CO NEW8326964052,289$252,0650.02%
215DEERE & CODE594$251,6780.02%
216HARDING LOEVNER FUNDS INC INTL41229510710,261$251,4920.02%
217UNITED RENTALS INCURI355$250,0760.02%
218CARRIER GLOBAL CORPORATIONCARR3,598$245,5990.02%
219NORFOLK SOUTHERN CORP6558441081,045$245,2610.02%
220VERTIV HOLDINGS CO CL AVRT2,144$243,5800.01%
221COCA-COLA EUROPACIFIC PARTNERSCCEP3,149$241,8750.01%
222CADENCE BANK12740C1036,915$238,2220.01%
223KKR & CO INCKKRT1,559$230,5920.01%
224T-MOBILE US INCTMUSZ1,011$223,1580.01%
225NOVARTIS AG SP ADRNVSEF2,289$222,7430.01%
226PHILIP MORRIS INTL INC7181721091,832$220,4810.01%
227CORNING INCGLW4,600$218,5920.01%
228ISHARES MSCI USA MIN VOL FACTO46429B6972,457$218,1570.01%
229EQT CORPEQT4,700$216,7170.01%
230GENERAL MOTORS CO37045V1004,038$215,1040.01%
231FIDELITY NASDAQ COMPOSITE INDE3159128082,816$214,1850.01%
232COLGATE PALMOLIVE COCL2,354$214,0020.01%
233FIDELITY NATL INFORMATION SERV31620M1062,646$213,7170.01%
234FIDELITY MSCI INFORMATION TECH3160928081,153$213,1670.01%
235CHESAPEAKE ENERGY CORPEXE2,125$211,5440.01%
236BROWN ADVISORY FUNDS SUSTNBLE1152333063,901$210,4300.01%
237YUM CHINA HOLDINGS INCYUMC4,272$205,7820.01%
238AIRBUS SE UNSPONSORED ADRAIIR5,165$205,7480.01%
239S&P GLOBAL INCSPGI412$205,1880.01%
240BOOKING HOLDINGS INCBKNG41$203,7050.01%
241INGERSOLL RAND INCIR2,233$201,9970.01%
242VANGUARD SMALL-CAP GROWTH INDE922908595715$200,2430.01%
243BLACKROCK FUNDS IV SYSTAMT MLTBLK18,001$181,8090.01%
244BLACKROCK MGD FUND INSTBLK11,001$102,5250.01%
245FEDERATED HERMES EQUITY FUNDSFHI17,152$95,0210.01%
246SEARCHLIGHT MINERALS CORP NEWSE27,000$710.00%