13F HOLDINGS REPORT

MOODY LYNN & LIEBERSON, LLC

Quarter ended Q2 2025 · Filed July 17, 2025 · Accession 0000938592-25-000004

Total Value

$1.73B

Positions

258

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (258)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	BROADCOM INC	AVGO	411,681	$113.5M	6.55%
2	NVIDIA CORPORATION	NVDA	651,924	$103.0M	5.94%
3	MICROSOFT CORP	MSFT	193,428	$96.2M	5.55%
4	ALPHABET INC CAP STOCK CL A	GOOG	381,369	$67.2M	3.88%
5	LILLY ELI & CO	LLY	81,816	$63.8M	3.68%
6	SPDR GOLD SHARES	GLD	195,531	$59.6M	3.44%
7	JPMORGAN CHASE & CO	VYLD	199,082	$57.7M	3.33%
8	AMAZON.COM INC	AMZN	250,597	$55.0M	3.17%
9	APPLE INC	AAPL	257,976	$52.9M	3.05%
10	BERKSHIRE HATHAWAY INC CL B NE	BRK-A	105,709	$51.4M	2.96%
11	NETFLIX INC	NFLX	35,678	$47.8M	2.76%
12	MASTERCARD INCORPORATED CL A	MA	79,576	$44.7M	2.58%
13	WASTE MANAGEMENT INC DEL	94106L109	189,023	$43.3M	2.50%
14	BLACKSTONE INC	BX	278,874	$41.7M	2.41%
15	ABBOTT LABORATORIES	ABLZF	267,545	$36.4M	2.10%
16	MORGAN STANLEY	MS-PQ	252,876	$35.6M	2.06%
17	STRYKER CORPORATION	SYK	87,798	$34.7M	2.00%
18	SERVICENOW INC	NOW	33,089	$34.0M	1.96%
19	ABBVIE INC	ABBV	172,377	$32.0M	1.85%
20	LINDE PLC	LIN	65,687	$30.8M	1.78%
21	EATON CORP PLC	ETN	85,310	$30.5M	1.76%
22	VERTEX PHARMACEUTICALS INC	VRTX	58,077	$25.9M	1.49%
23	HOME DEPOT INC	HD	68,339	$25.1M	1.45%
24	GE VERNOVA INC	GEV	36,642	$19.4M	1.12%
25	THERMO FISHER SCIENTIFIC INC	TMO	39,840	$16.2M	0.93%
26	JOHNSON & JOHNSON	JNJ	102,410	$15.6M	0.90%
27	HITACHI LTD ADR 2	HTHIF	514,331	$14.9M	0.86%
28	INTERCONTINENTAL EXCHANGE INC	45866F104	77,499	$14.2M	0.82%
29	NORTHROP GRUMMAN CORP	NOC	28,386	$14.2M	0.82%
30	SOUTHERN CO	SOMN	154,550	$14.2M	0.82%
31	VISA INC CL A	V	38,662	$13.7M	0.79%
32	COCA-COLA CO	KO	188,050	$13.3M	0.77%
33	SPDR S&P 500 ETF	SPY	20,980	$13.0M	0.75%
34	WELLS FARGO CO	949746101	148,443	$11.9M	0.69%
35	HUBSPOT INC	HUBS	20,953	$11.7M	0.67%
36	MCDONALDS CORP	MCD	36,992	$10.8M	0.62%
37	FERGUSON ENTERPRISES INC COMMO	FERG	47,461	$10.3M	0.60%
38	CHEVRON CORP	CVX	66,052	$9.5M	0.55%
39	GENERAL ELECTRIC CO NEW	369604301	34,878	$9.0M	0.52%
40	ALPHABET INC CAP STOCK CL C	GOOG	48,379	$8.6M	0.50%
41	PALO ALTO NETWORKS INC	PANW	39,873	$8.2M	0.47%
42	PROCTER AND GAMBLE CO	742718109	49,857	$7.9M	0.46%
43	ORACLE CORP	ORCL-PD	34,307	$7.5M	0.43%
44	GILEAD SCIENCES INC	GILD	65,948	$7.3M	0.42%
45	RTX CORPORATION COM	RTX	48,210	$7.0M	0.41%
46	PEPSICO INC	PEP	53,297	$7.0M	0.41%
47	SHERWIN WILLIAMS CO	SHW	20,402	$7.0M	0.40%
48	ARISTA NETWORKS INC	ANET	65,116	$6.7M	0.38%
49	TEXAS INSTRUMENTS INC	882508104	30,999	$6.4M	0.37%
50	AXON ENTERPRISE INC	AXON	7,192	$6.0M	0.34%
51	SAP SE SP ADR	SAPGF	19,115	$5.8M	0.34%
52	AUTOMATIC DATA PROCESSING INC	ADP	18,518	$5.7M	0.33%
53	GOLDMAN SACHS GROUP INC	GSCE	8,047	$5.7M	0.33%
54	VANECK GOLD MINERS ETF	92189F106	105,284	$5.5M	0.32%
55	VANGUARD TOTAL STOCK MARKET IN	922908769	17,674	$5.4M	0.31%
56	EXXON MOBIL CORP	XOM	48,604	$5.2M	0.30%
57	AMERICAN EXPRESS CO	AXP	16,331	$5.2M	0.30%
58	SPOTIFY TECHNOLOGY SA	SPOT	6,763	$5.2M	0.30%
59	MONDELEZ INTL INC CL A	609207105	74,238	$5.0M	0.29%
60	BLOCK INC CL A	BSQKZ	66,261	$4.5M	0.26%
61	CYBERARK SOFTWARE LTD	M2682V108	11,034	$4.5M	0.26%
62	CROWDSTRIKE HOLDINGS INC CL A	CRWD	8,400	$4.3M	0.25%
63	INTL BUSINESS MACHINES	INTR	14,426	$4.3M	0.25%
64	EXTRA SPACE STORAGE INC	EXR	28,289	$4.2M	0.24%
65	OLD WESTBURY FUNDS INC LARGE C	680414109	191,005	$4.1M	0.24%
66	L3HARRIS TECHNOLOGIES INC	LHX	16,215	$4.1M	0.23%
67	INTUITIVE SURGICAL INC NEW	ISRG	7,470	$4.1M	0.23%
68	SHOPIFY INC CL A	SHOP	34,052	$3.9M	0.23%
69	IDEXX LABORATORIES INC	45168D104	7,231	$3.9M	0.22%
70	COSTCO WHOLESALE CORP	22160K105	3,856	$3.8M	0.22%
71	ISHARES MSCI EAFE ETF	464287465	41,905	$3.7M	0.22%
72	FREEPORT-MCMORAN INC CL B	FCX	85,093	$3.7M	0.21%
73	FORTINET INC	FTNT	34,235	$3.6M	0.21%
74	AMERICAN TOWER CORP	03027X100	15,155	$3.3M	0.19%
75	CHURCH & DWIGHT CO INC	CHD	34,747	$3.3M	0.19%
76	AMPHENOL CORP CL A	032095101	33,133	$3.3M	0.19%
77	ISHARES RUSSELL 1000 GROWTH ET	464287614	7,666	$3.3M	0.19%
78	ISHARES U.S. AEROSPACE & DEFEN	464288760	16,497	$3.1M	0.18%
79	MERCK & CO INC	MRK	37,793	$3.0M	0.17%
80	ISHARES RUSSELL 2000 GROWTH ET	464287648	10,299	$2.9M	0.17%
81	ISHARES MSCI JAPAN ETF	46434G822	38,549	$2.9M	0.17%
82	ROBLOX CORP CL A	RBLX	26,415	$2.8M	0.16%
83	CHIPOTLE MEXICAN GRILL INC	CMG	48,810	$2.7M	0.16%
84	ACCENTURE PLC IRELAND CLASS A	ACN	8,979	$2.7M	0.15%
85	META PLATFORMS INC CL A	META	3,628	$2.7M	0.15%
86	COTERRA ENERGY INC	CTRA	105,241	$2.7M	0.15%
87	VANGUARD INDEX FUNDS 500 INDEX	922908710	4,575	$2.6M	0.15%
88	CISCO SYSTEMS INC	CSCO	36,993	$2.6M	0.15%
89	QUANTA SERVICES INC	74762E102	5,710	$2.2M	0.12%
90	SONY GROUP CORPORATION SP ADR	SNEJF	81,838	$2.1M	0.12%
91	PARKER-HANNIFIN CORP	PH	2,699	$1.9M	0.11%
92	REPUBLIC SERVICES INC	760759100	7,514	$1.9M	0.11%
93	ILLINOIS TOOL WORKS INC	452308109	7,323	$1.8M	0.10%
94	HONEYWELL INTL INC	438516106	7,348	$1.7M	0.10%
95	INVESCO S&P 500 EQUAL WEIGHT E	IVZ	9,329	$1.7M	0.10%
96	GRAINGER W W INC	384802104	1,572	$1.6M	0.09%
97	MARRIOTT INTL INC CL A	571903202	5,970	$1.6M	0.09%
98	SPDR S&P MIDCAP 400 ETF	MDY	2,700	$1.5M	0.09%
99	SPDR DOW JONES INDUSTRIAL AVER	78467X109	3,466	$1.5M	0.09%
100	WAL-MART INC	WMT	15,000	$1.5M	0.08%
101	IRON MOUNTAIN INC	46284V101	14,210	$1.5M	0.08%
102	PERFORMANCE FOOD GROUP CO	PFGC	15,892	$1.4M	0.08%
103	HEICO CORP	HEI-A	4,230	$1.4M	0.08%
104	UNION PACIFIC CORP	UNP	5,892	$1.4M	0.08%
105	BLACKROCK INC	BLK	1,285	$1.3M	0.08%
106	INTUIT	INTU	1,672	$1.3M	0.08%
107	SALESFORCE INC	CRM	4,628	$1.3M	0.07%
108	TAKE-TWO INTERACTIVE SOFTWARE	TTWO	5,179	$1.3M	0.07%
109	DISNEY WALT CO	254687106	9,833	$1.2M	0.07%
110	BANK OF AMERICA CORP	060505104	25,185	$1.2M	0.07%
111	TRANE TECHNOLOGIES PLC	TT	2,705	$1.2M	0.07%
112	PUBLIC STORAGE	PSA-PS	4,005	$1.2M	0.07%
113	TOAST INC CL A	TOST	26,401	$1.2M	0.07%
114	OTIS WORLDWIDE CORP	OTIS	11,475	$1.1M	0.07%
115	CABOT CORP	CBT	15,010	$1.1M	0.06%
116	CRH PLC	CRH	12,226	$1.1M	0.06%
117	PRINCIPAL FUNDS INC MID CAP FU	74253Q747	23,680	$1.1M	0.06%
118	VANGUARD DIVIDEND APPRECIATION	921908844	5,307	$1.1M	0.06%
119	ISHARES S&P 500 GROWTH ETF	464287309	9,690	$1.1M	0.06%
120	TJX COS INC	872540109	8,601	$1.1M	0.06%
121	ISHARES RUSSELL 2000 ETF	464287655	4,673	$1.0M	0.06%
122	YUM BRANDS INC	YUM	6,600	$977,988	0.06%
123	BERKLEY W R CORP	WRB-PH	13,195	$969,437	0.06%
124	ADOBE SYSTEMS INCORPORATED	ADBE	2,467	$954,433	0.06%
125	CURTISS WRIGHT CORP	CW	1,923	$939,482	0.05%
126	ALTRIA GROUP INC	MO	15,891	$931,689	0.05%
127	TRANSDIGM GROUP INC	TDG	609	$926,070	0.05%
128	ASML HOLDING NV NY REGISTRY	ASMLF	1,127	$903,167	0.05%
129	METTLER TOLEDO INTERNATIONAL	MTD	753	$884,564	0.05%
130	ISHARES S&P MIDCAP FUND	464287507	13,954	$865,427	0.05%
131	NESTLE SA SP ADR	641069406	8,589	$853,059	0.05%
132	HEALTH CARE SELECT SECTOR SPDR	81369Y209	6,201	$835,833	0.05%
133	UNITEDHEALTH GROUP INC	UNH	2,623	$818,297	0.05%
134	VANGUARD S&P 500 ETF	922908363	1,432	$813,419	0.05%
135	MSCI INC	MSCI	1,375	$793,017	0.05%
136	AMGEN INC	AMGN	2,791	$779,275	0.04%
137	FISERV INC	FISV	4,424	$762,742	0.04%
138	STARBUCKS CORP	SBUX	8,300	$760,529	0.04%
139	OLD WESTBURY FUNDS INC ALL CAP	680414307	28,596	$750,636	0.04%
140	SS&C TECHNOLOGIES HOLDINGS INC	SSNC	8,975	$743,130	0.04%
141	VANGUARD MID-CAP INDEX FUND	922908629	2,643	$739,694	0.04%
142	DANAHER CORPORATION	235851102	3,721	$735,046	0.04%
143	ISHARES RUSSELL MID-CAP ETF	464287499	7,902	$726,747	0.04%
144	NEXTERA ENERGY INC	NEE-PW	10,380	$720,580	0.04%
145	PFIZER INC	PFE	29,564	$716,631	0.04%
146	NIKE INC CL B	NKE	10,079	$716,012	0.04%
147	DELAWARE EQUITY FUNDS V SMALL	24610B826	24,281	$711,433	0.04%
148	EASTERN BANKSHARES INC	EBC	46,131	$704,420	0.04%
149	COMMERCIAL METALS CO	CMC	14,276	$698,239	0.04%
150	TXNM ENERGY INC COM	TXNM	12,294	$692,398	0.04%
151	WILLIAMS COS INC	969457100	10,995	$690,596	0.04%
152	ANALOG DEVICES INC	ADI	2,879	$685,260	0.04%
153	ISHARES BIOTECHNOLOGY FUND	464287556	5,405	$683,787	0.04%
154	BROADRIDGE FINANCIAL SOLUTIONS	BR	2,801	$680,727	0.04%
155	WATSCO INC	WSO-B	1,541	$680,536	0.04%
156	BJS WHSL CLUB HOLDINGS INC	05550J101	6,309	$680,299	0.04%
157	ISHARES S&P SMALL-CAP FUND	464287804	6,088	$665,358	0.04%
158	NEW PERSPECTIVE FUND INC	648018109	9,416	$657,070	0.04%
159	EMERSON ELECTRIC CO	EMR	4,720	$629,318	0.04%
160	FIDELITY ASSET MGR	316069582	37,172	$620,402	0.04%
161	VALERO ENERGY CORP	VLO	4,612	$619,945	0.04%
162	TRAVELERS COMPANIES INC	TRV	2,312	$618,552	0.04%
163	CHENIERE ENERGY INC NEW	LNG	2,435	$592,971	0.03%
164	DOVER CORP	DOV	3,142	$575,709	0.03%
165	AGNICO EAGLE MINES LTD	AEM	4,838	$575,383	0.03%
166	HESS CORP	HESM	4,121	$570,923	0.03%
167	ARTISAN PARTNERS FUNDS INC INT	04314H857	10,823	$564,725	0.03%
168	ECOLAB INC	ECL	2,077	$559,627	0.03%
169	ONEOK INC	OKE	6,820	$556,717	0.03%
170	PACKAGING CORP AMERICA	695156109	2,945	$554,985	0.03%
171	CONOCOPHILLIPS	COP	5,614	$503,800	0.03%
172	ENTERPRISE PRODUCTS PARTNERS L	293792107	16,177	$501,649	0.03%
173	SNAP ON INC	SNA	1,594	$496,021	0.03%
174	COPART INC	CPRT	10,065	$493,890	0.03%
175	ISHARES SELECT DIVIDEND ETF	464287168	3,600	$478,116	0.03%
176	LOCKHEED MARTIN CORP	LMT	1,021	$472,866	0.03%
177	WEC ENERGY GROUP INC	WEC	4,521	$471,088	0.03%
178	BRISTOL-MYERS SQUIBB CO	CELG-RI	9,996	$462,715	0.03%
179	ISHARES CORE S&P 500 ETF	464287200	741	$460,087	0.03%
180	LPL FINANCIAL HOLDINGS INC	50212V100	1,207	$452,589	0.03%
181	VANGUARD FTSE DEVELOPED MARKET	921943858	7,866	$448,441	0.03%
182	BLACKSTONE REIT INC CL I	BX	32,370	$446,600	0.03%
183	LAM RESEARCH CORP NEW	LRCX	4,428	$431,022	0.02%
184	WISDOMTREE INDIA EARNINGS FUND	WT	9,052	$429,698	0.02%
185	FIDELITY NATL INFORMATION SERV	31620M106	5,140	$418,447	0.02%
186	ISHARES S&P 500 VALUE ETF	464287408	2,112	$412,727	0.02%
187	WATERS CORP	941848103	1,180	$411,867	0.02%
188	ALLSTATE CORP	ALL-PJ	2,024	$407,451	0.02%
189	SIMON PROPERTY GROUP INC	828806109	2,526	$406,080	0.02%
190	H&R BLOCK INC	BSQKZ	7,159	$392,958	0.02%
191	FIDELITY CONTRAFUND NEW INSIGH	316071604	8,076	$387,493	0.02%
192	OLD WESTBURY FUNDS INC SML MID	680414604	21,903	$386,586	0.02%
193	VANGUARD FTSE ALL-WORLD EX US	922042775	5,678	$381,675	0.02%
194	PNC FINANCIAL SERVICES GROUP I	693475105	1,989	$370,789	0.02%
195	OREILLY AUTOMOTIVE INC	67103H107	4,055	$365,477	0.02%
196	INVESCO QQQ TRUST	IVZ	662	$365,186	0.02%
197	US BANCORP DEL	USB-PS	7,881	$356,615	0.02%
198	CHUBB LIMITED	CB	1,229	$356,066	0.02%
199	DUTCH BROTHERS INC CL A	BROS	5,178	$354,020	0.02%
200	PHILIP MORRIS INTL INC	718172109	1,943	$353,879	0.02%
201	CHECK POINT SOFTWARE TECH LTD	M22465104	1,554	$343,822	0.02%
202	VERTIV HOLDINGS CO CL A	VRT	2,672	$343,112	0.02%
203	VERIZON COMMUNICATIONS INC	VZ	7,909	$342,222	0.02%
204	FIDELITY CONTRAFUND	316071109	14,658	$341,967	0.02%
205	HARBOR FUNDS CAP APPREC INST	411511504	2,790	$341,054	0.02%
206	VANGUARD FTSE EMERGING MARKETS	922042858	6,736	$333,163	0.02%
207	MOTOROLA SOLUTIONS INC NEW	MSI	792	$333,004	0.02%
208	LOEWS CORP	L	3,573	$327,501	0.02%
209	NRG ENERGY INC NEW	NRG	2,009	$322,605	0.02%
210	DOMINION ENERGY INC	D	5,657	$319,734	0.02%
211	FIDELITY TR 500 INDEX FUND	315911750	1,478	$319,330	0.02%
212	BROOKFIELD CORP CL A	11271J107	5,103	$315,621	0.02%
213	DEERE & CO	DE	613	$311,704	0.02%
214	PUBLIC SERVICE ENTERPRISE GROU	744573106	3,601	$303,132	0.02%
215	COGNIZANT TECHNOLOGY SOLUTIONS	CTSH	3,829	$298,777	0.02%
216	HARRIS ASSOC INV TR OAKMRK SLT	413838699	3,601	$297,094	0.02%
217	HARDING LOEVNER FUNDS INC INTL	412295107	10,261	$289,971	0.02%
218	HOWMET AEROSPACE INC	HWM	1,540	$286,640	0.02%
219	ISHARES RUSSELL 1000 VALUE ETF	464287598	1,449	$281,439	0.02%
220	JACOBS SOLUTIONS INC	J	2,120	$278,674	0.02%
221	NOVARTIS AG SP ADR	NVSEF	2,289	$276,992	0.02%
222	NORFOLK SOUTHERN CORP	655844108	1,061	$271,584	0.02%
223	CARRIER GLOBAL CORPORATION	CARR	3,661	$267,949	0.02%
224	LOWES COS INC	548661107	1,193	$264,691	0.02%
225	BOOKING HOLDINGS INC	BKNG	43	$248,937	0.01%
226	COCA-COLA EUROPACIFIC PARTNERS	CCEP	2,674	$247,933	0.01%
227	CORNING INC	GLW	4,653	$244,701	0.01%
228	AIRBUS SE UNSPONSORED ADR	AIIR	4,565	$239,023	0.01%
229	THOMSON REUTERS CORP	TMSOF	1,187	$238,741	0.01%
230	HF SINCLAIR CORP	DINO	5,644	$231,856	0.01%
231	EQT CORP	EQT	3,964	$231,180	0.01%
232	S&P GLOBAL INC	SPGI	436	$229,898	0.01%
233	MILLROSE PROPERTIES INC CL A	601137102	8,050	$229,505	0.01%
234	PROLOGIS INC	PLDGP	2,183	$229,477	0.01%
235	AMERICAN ELECTRIC POWER CO INC	025537101	2,201	$228,376	0.01%
236	MERCADOLIBRE INC	MELI	87	$227,386	0.01%
237	BROOKFIELD RENEWABLE CORP CL A	BEPC	6,900	$226,182	0.01%
238	ISHARES MSCI USA MIN VOL FACTO	46429B697	2,407	$225,945	0.01%
239	SMUCKER J M CO NEW	832696405	2,299	$225,762	0.01%
240	FIDELITY NASDAQ COMPOSITE INDE	315912808	2,816	$225,562	0.01%
241	XYLEM INC	XYL	1,732	$224,052	0.01%
242	CADENCE BANK	12740C103	6,934	$221,749	0.01%
243	BROWN ADVISORY FUNDS SUSTNBLE	115233306	3,901	$221,353	0.01%
244	COLGATE PALMOLIVE CO	CL	2,408	$218,887	0.01%
245	KKR & CO INC	KKRT	1,611	$214,311	0.01%
246	ROLLINS INC	ROL	3,781	$213,324	0.01%
247	ARROWHEAD PHARMACEUTICALS INC	ARWR	13,500	$213,300	0.01%
248	INTEL CORP	INTC	9,480	$212,352	0.01%
249	MOODYS CORP	MCO	410	$205,652	0.01%
250	FIDELITY MSCI INFORMATION TECH	316092808	1,028	$202,742	0.01%
251	GILDAN ACTIVEWEAR INC	GIL	4,100	$201,884	0.01%
252	ISHARES CURRENCY HEDGED MSCI E	46434V803	5,300	$201,188	0.01%
253	PERMIAN RESOURCES CORP CLASS A	PR	14,727	$200,582	0.01%
254	BLACKROCK FUNDS IV SYSTAMT MLT	BLK	18,001	$188,290	0.01%
255	BLACKROCK MGD FUND INST	BLK	11,001	$105,935	0.01%
256	FEDERATED HERMES EQUITY FUNDS	FHI	17,152	$103,597	0.01%
257	ELICIO THERAPEUTICS INC	ELTX	10,000	$77,200	0.00%
258	SEARCHLIGHT MINERALS CORP NEW	SE	27,000	$84	0.00%