13F HOLDINGS REPORT

MOODY LYNN & LIEBERSON, LLC

Quarter ended Q3 2025 · Filed October 20, 2025 · Accession 0000938592-25-000007

Total Value

$1.86B

Positions

259

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (259)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	BROADCOM INC	AVGO	385,614	$127.2M	6.85%
2	NVIDIA CORPORATION	NVDA	645,220	$120.4M	6.48%
3	MICROSOFT CORP	MSFT	193,857	$100.4M	5.40%
4	ALPHABET INC CAP STOCK CL A	GOOG	401,136	$97.5M	5.25%
5	APPLE INC	AAPL	275,959	$70.3M	3.78%
6	SPDR GOLD SHARES	GLD	189,480	$67.4M	3.63%
7	JPMORGAN CHASE & CO	VYLD	199,241	$62.8M	3.38%
8	LILLY ELI & CO	LLY	80,963	$61.8M	3.33%
9	AMAZON.COM INC	AMZN	249,430	$54.8M	2.95%
10	BLACKSTONE INC	BX	287,947	$49.2M	2.65%
11	MASTERCARD INCORPORATED CL A	MA	79,389	$45.2M	2.43%
12	BERKSHIRE HATHAWAY INC CL B NE	BRK-A	88,658	$44.6M	2.40%
13	NETFLIX INC	NFLX	35,569	$42.6M	2.30%
14	ABBVIE INC	ABBV	183,462	$42.5M	2.29%
15	MORGAN STANLEY	MS-PQ	261,572	$41.6M	2.24%
16	WASTE MANAGEMENT INC DEL	94106L109	185,993	$41.1M	2.21%
17	ABBOTT LABORATORIES	ABLZF	263,455	$35.3M	1.90%
18	STRYKER CORPORATION	SYK	90,072	$33.3M	1.79%
19	EATON CORP PLC	ETN	86,427	$32.3M	1.74%
20	LINDE PLC	LIN	65,381	$31.1M	1.67%
21	HOME DEPOT INC	HD	68,569	$27.8M	1.50%
22	SERVICENOW INC	NOW	30,135	$27.7M	1.49%
23	GE VERNOVA INC	GEV	36,974	$22.7M	1.22%
24	VERTEX PHARMACEUTICALS INC	VRTX	56,559	$22.2M	1.19%
25	JOHNSON & JOHNSON	JNJ	116,921	$21.7M	1.17%
26	THERMO FISHER SCIENTIFIC INC	TMO	39,952	$19.4M	1.04%
27	NORTHROP GRUMMAN CORP	NOC	28,834	$17.6M	0.95%
28	WELLS FARGO CO	949746101	205,839	$17.3M	0.93%
29	CHEVRON CORP	CVX	110,131	$17.1M	0.92%
30	SOUTHERN CO	SOMN	173,754	$16.5M	0.89%
31	OREILLY AUTOMOTIVE INC	67103H107	130,756	$14.1M	0.76%
32	HITACHI LTD ADR 2	HTHIF	529,501	$13.9M	0.75%
33	SPDR S&P 500 ETF	SPY	20,513	$13.7M	0.74%
34	INTERCONTINENTAL EXCHANGE INC	45866F104	78,135	$13.2M	0.71%
35	VISA INC CL A	V	38,381	$13.1M	0.71%
36	FERGUSON ENTERPRISES INC COMMO	FERG	57,210	$12.8M	0.69%
37	COCA-COLA CO	KO	189,403	$12.6M	0.68%
38	ALPHABET INC CAP STOCK CL C	GOOG	48,379	$11.8M	0.63%
39	MCDONALDS CORP	MCD	36,573	$11.1M	0.60%
40	GENERAL ELECTRIC CO NEW	369604301	34,976	$10.5M	0.57%
41	ORACLE CORP	ORCL-PD	34,037	$9.6M	0.52%
42	ARISTA NETWORKS INC	ANET	64,226	$9.4M	0.50%
43	PEPSICO INC	PEP	65,955	$9.3M	0.50%
44	BUILDERS FIRSTSOURCE INC	BLDR	73,612	$8.9M	0.48%
45	RTX CORPORATION COM	RTX	46,847	$7.8M	0.42%
46	GILEAD SCIENCES INC	GILD	66,552	$7.4M	0.40%
47	PROCTER AND GAMBLE CO	742718109	47,703	$7.3M	0.39%
48	GOLDMAN SACHS GROUP INC	GSCE	7,947	$6.3M	0.34%
49	VANGUARD TOTAL STOCK MARKET IN	922908769	17,732	$5.8M	0.31%
50	TEXAS INSTRUMENTS INC	882508104	30,999	$5.7M	0.31%
51	SPOTIFY TECHNOLOGY SA	SPOT	7,978	$5.6M	0.30%
52	EXXON MOBIL CORP	XOM	48,516	$5.5M	0.29%
53	AUTOMATIC DATA PROCESSING INC	ADP	18,334	$5.4M	0.29%
54	AMERICAN EXPRESS CO	AXP	15,871	$5.3M	0.28%
55	FINANCIAL SELECT SECTOR SPDR F	81369Y605	96,201	$5.2M	0.28%
56	ISHARES U.S. AEROSPACE & DEFEN	464288760	23,827	$5.0M	0.27%
57	SHOPIFY INC CL A	SHOP	33,372	$5.0M	0.27%
58	L3HARRIS TECHNOLOGIES INC	LHX	16,070	$4.9M	0.26%
59	PALO ALTO NETWORKS INC	PANW	24,096	$4.9M	0.26%
60	MONDELEZ INTL INC CL A	609207105	74,882	$4.7M	0.25%
61	IDEXX LABORATORIES INC	45168D104	7,280	$4.7M	0.25%
62	SHERWIN WILLIAMS CO	SHW	12,355	$4.3M	0.23%
63	HUBSPOT INC	HUBS	9,006	$4.2M	0.23%
64	AMPHENOL CORP CL A	032095101	33,733	$4.2M	0.22%
65	BWX TECHNOLOGIES INC	BWXT	21,953	$4.0M	0.22%
66	CROWDSTRIKE HOLDINGS INC CL A	CRWD	8,097	$4.0M	0.21%
67	CYBERARK SOFTWARE LTD	M2682V108	8,194	$4.0M	0.21%
68	EXTRA SPACE STORAGE INC	EXR	27,237	$3.8M	0.21%
69	WAL-MART INC	WMT	36,364	$3.7M	0.20%
70	VANGUARD FTSE EMERGING MARKETS	922042858	65,370	$3.5M	0.19%
71	INTUITIVE SURGICAL INC NEW	ISRG	7,454	$3.3M	0.18%
72	ISHARES RUSSELL 2000 GROWTH ET	464287648	10,299	$3.3M	0.18%
73	SONY GROUP CORPORATION SP ADR	SNEJF	110,118	$3.2M	0.17%
74	MERCK & CO INC	MRK	36,574	$3.1M	0.17%
75	ISHARES RUSSELL 1000 GROWTH ET	464287614	6,280	$2.9M	0.16%
76	VANGUARD INDEX FUNDS 500 INDEX	922908710	4,579	$2.8M	0.15%
77	META PLATFORMS INC CL A	META	3,664	$2.7M	0.14%
78	CISCO SYSTEMS INC	CSCO	37,129	$2.5M	0.14%
79	ISHARES MSCI EAFE ETF	464287465	27,010	$2.5M	0.14%
80	COTERRA ENERGY INC	CTRA	105,291	$2.5M	0.13%
81	NOVARTIS AG SP ADR	NVSEF	19,041	$2.4M	0.13%
82	CHURCH & DWIGHT CO INC	CHD	27,858	$2.4M	0.13%
83	QUANTA SERVICES INC	74762E102	5,834	$2.4M	0.13%
84	AXON ENTERPRISE INC	AXON	3,012	$2.2M	0.12%
85	PARKER-HANNIFIN CORP	PH	2,758	$2.1M	0.11%
86	ASTRAZENECA PLC SP ADR	AZN	25,322	$1.9M	0.10%
87	ILLINOIS TOOL WORKS INC	452308109	7,300	$1.9M	0.10%
88	INVESCO S&P 500 EQUAL WEIGHT E	IVZ	9,329	$1.8M	0.10%
89	REPUBLIC SERVICES INC	760759100	7,658	$1.8M	0.09%
90	ACCENTURE PLC IRELAND CLASS A	ACN	7,078	$1.7M	0.09%
91	SPDR S&P MIDCAP 400 ETF	MDY	2,705	$1.6M	0.09%
92	SPDR DOW JONES INDUSTRIAL AVER	78467X109	3,466	$1.6M	0.09%
93	CRH PLC	CRH	12,764	$1.5M	0.08%
94	GRAINGER W W INC	384802104	1,573	$1.5M	0.08%
95	IRON MOUNTAIN INC	46284V101	14,569	$1.5M	0.08%
96	OLD WESTBURY FUNDS INC LARGE C	680414109	62,372	$1.4M	0.08%
97	HEICO CORP	HEI-A	4,373	$1.4M	0.08%
98	BLACKROCK INC	BLK	1,182	$1.4M	0.07%
99	TAKE-TWO INTERACTIVE SOFTWARE	TTWO	5,272	$1.4M	0.07%
100	COSTCO WHOLESALE CORP	22160K105	1,454	$1.3M	0.07%
101	MARRIOTT INTL INC CL A	571903202	5,010	$1.3M	0.07%
102	BANK OF AMERICA CORP	060505104	24,360	$1.3M	0.07%
103	UNION PACIFIC CORP	UNP	5,244	$1.2M	0.07%
104	ISHARES RUSSELL 2000 ETF	464287655	5,062	$1.2M	0.07%
105	TRANE TECHNOLOGIES PLC	TT	2,801	$1.2M	0.06%
106	TJX COS INC	872540109	8,116	$1.2M	0.06%
107	ISHARES S&P 500 GROWTH ETF	464287309	9,704	$1.2M	0.06%
108	PUBLIC STORAGE	PSA-PS	4,016	$1.2M	0.06%
109	VANGUARD DIVIDEND APPRECIATION	921908844	5,307	$1.1M	0.06%
110	CABOT CORP	CBT	15,010	$1.1M	0.06%
111	PRINCIPAL FUNDS INC MID CAP FU	74253Q747	23,680	$1.1M	0.06%
112	DISNEY WALT CO	254687106	9,724	$1.1M	0.06%
113	SALESFORCE INC	CRM	4,637	$1.1M	0.06%
114	EASTERN BANKSHARES INC	EBC	60,195	$1.1M	0.06%
115	REDDIT INC CL A	RDDT	4,749	$1.1M	0.06%
116	CURTISS WRIGHT CORP	CW	1,983	$1.1M	0.06%
117	ALTRIA GROUP INC	MO	15,870	$1.0M	0.06%
118	BERKLEY W R CORP	WRB-PH	13,487	$1.0M	0.06%
119	METTLER TOLEDO INTERNATIONAL	MTD	810	$994,364	0.05%
120	AGNICO EAGLE MINES LTD	AEM	5,790	$975,962	0.05%
121	OTIS WORLDWIDE CORP	OTIS	10,446	$955,078	0.05%
122	HONEYWELL INTL INC	438516106	4,306	$906,413	0.05%
123	PACKAGING CORP AMERICA	695156109	4,134	$900,923	0.05%
124	YUM BRANDS INC	YUM	5,925	$900,600	0.05%
125	ISHARES S&P MIDCAP FUND	464287507	13,766	$898,369	0.05%
126	UNITEDHEALTH GROUP INC	UNH	2,540	$877,062	0.05%
127	NIKE INC CL B	NKE	12,499	$871,555	0.05%
128	HEALTH CARE SELECT SECTOR SPDR	81369Y209	6,201	$862,993	0.05%
129	COMMERCIAL METALS CO	CMC	14,601	$836,345	0.05%
130	VANGUARD S&P 500 ETF	922908363	1,358	$831,612	0.04%
131	SS&C TECHNOLOGIES HOLDINGS INC	SSNC	9,183	$815,083	0.04%
132	VALERO ENERGY CORP	VLO	4,702	$800,563	0.04%
133	TRANSDIGM GROUP INC	TDG	605	$797,402	0.04%
134	MSCI INC	MSCI	1,405	$797,211	0.04%
135	OLD WESTBURY FUNDS INC ALL CAP	680414307	28,596	$785,523	0.04%
136	ISHARES BIOTECHNOLOGY FUND	464287556	5,405	$780,320	0.04%
137	AMGEN INC	AMGN	2,754	$777,179	0.04%
138	AMERICAN TOWER CORP	03027X100	4,035	$776,011	0.04%
139	ISHARES RUSSELL MID-CAP ETF	464287499	7,902	$762,938	0.04%
140	PALANTIR TECHNOLOGIES INC CL A	PLTR	4,171	$760,874	0.04%
141	INTUIT	INTU	1,111	$758,713	0.04%
142	DELAWARE EQUITY FUNDS V SMALL	24610B826	24,281	$758,053	0.04%
143	WILLIAMS COS INC	969457100	11,258	$713,194	0.04%
144	VANGUARD MID-CAP INDEX FUND	922908629	2,426	$712,733	0.04%
145	TXNM ENERGY INC COM	TXNM	12,560	$710,268	0.04%
146	INTL BUSINESS MACHINES	INTR	2,517	$710,197	0.04%
147	STARBUCKS CORP	SBUX	8,256	$698,458	0.04%
148	VANECK GOLD MINERS ETF	92189F106	9,100	$695,240	0.04%
149	ISHARES S&P SMALL-CAP FUND	464287804	5,834	$693,254	0.04%
150	NEW PERSPECTIVE FUND INC	648018109	9,416	$692,382	0.04%
151	BROADRIDGE FINANCIAL SOLUTIONS	BR	2,874	$684,501	0.04%
152	PFIZER INC	PFE	26,687	$679,985	0.04%
153	FIDELITY ASSET MGR	316069582	37,172	$653,857	0.04%
154	FIDELITY TR 500 INDEX FUND	315911750	2,767	$644,628	0.03%
155	WATSCO INC	WSO-B	1,585	$640,815	0.03%
156	PERFORMANCE FOOD GROUP CO	PFGC	6,012	$625,488	0.03%
157	EMERSON ELECTRIC CO	EMR	4,639	$608,544	0.03%
158	ADOBE SYSTEMS INCORPORATED	ADBE	1,708	$602,497	0.03%
159	ASML HOLDING NV NY REGISTRY	ASMLF	622	$602,152	0.03%
160	BJS WHSL CLUB HOLDINGS INC	05550J101	6,429	$599,504	0.03%
161	LAM RESEARCH CORP NEW	LRCX	4,428	$592,909	0.03%
162	ARTISAN PARTNERS FUNDS INC INT	04314H857	10,823	$592,106	0.03%
163	NEXTERA ENERGY INC	NEE-PW	7,701	$581,348	0.03%
164	TRAVELERS COMPANIES INC	TRV	2,061	$575,472	0.03%
165	CHENIERE ENERGY INC NEW	LNG	2,434	$571,941	0.03%
166	SNAP ON INC	SNA	1,640	$568,309	0.03%
167	ANALOG DEVICES INC	ADI	2,233	$548,648	0.03%
168	DOVER CORP	DOV	3,243	$541,030	0.03%
169	NESTLE SA SP ADR	641069406	5,814	$533,551	0.03%
170	ENTERPRISE PRODUCTS PARTNERS L	293792107	16,740	$523,460	0.03%
171	DANAHER CORPORATION	235851102	2,548	$505,166	0.03%
172	ISHARES CORE S&P 500 ETF	464287200	744	$497,959	0.03%
173	PULTE GROUP INC	745867101	3,711	$490,334	0.03%
174	SCHWAB CAPITAL TRUST S&P 500ID	808509855	28,130	$485,809	0.03%
175	ISHARES SELECT DIVIDEND ETF	464287168	3,385	$481,008	0.03%
176	SIMON PROPERTY GROUP INC	828806109	2,526	$474,054	0.03%
177	LOCKHEED MARTIN CORP	LMT	945	$471,753	0.03%
178	VANGUARD FTSE DEVELOPED MARKET	921943858	7,846	$470,132	0.03%
179	ARROWHEAD PHARMACEUTICALS INC	ARWR	13,500	$465,615	0.03%
180	WEC ENERGY GROUP INC	WEC	4,030	$461,798	0.02%
181	BLACKSTONE REIT INC CL I	BX	32,370	$447,617	0.02%
182	VERTIV HOLDINGS CO CL A	VRT	2,922	$440,813	0.02%
183	SAP SE SP ADR	SAPGF	1,641	$438,492	0.02%
184	ISHARES S&P 500 VALUE ETF	464287408	2,112	$436,149	0.02%
185	CORNING INC	GLW	5,253	$430,904	0.02%
186	CONOCOPHILLIPS	COP	4,452	$421,115	0.02%
187	FRANKLIN CUSTODIAN FUNDS GROWT	353496508	2,758	$417,890	0.02%
188	ALLSTATE CORP	ALL-PJ	1,931	$414,489	0.02%
189	FIDELITY CONTRAFUND NEW INSIGH	316071604	8,076	$413,095	0.02%
190	VANGUARD FTSE ALL-WORLD EX US	922042775	5,702	$406,952	0.02%
191	WISDOMTREE INDIA EARNINGS FUND	WT	9,052	$400,098	0.02%
192	PNC FINANCIAL SERVICES GROUP I	693475105	1,989	$399,650	0.02%
193	LPL FINANCIAL HOLDINGS INC	50212V100	1,200	$399,228	0.02%
194	INVESCO QQQ TRUST	IVZ	662	$397,445	0.02%
195	FISERV INC	FISV	2,958	$381,375	0.02%
196	H&R BLOCK INC	BSQKZ	7,339	$371,133	0.02%
197	LOEWS CORP	L	3,678	$369,234	0.02%
198	FIDELITY CONTRAFUND	316071109	14,658	$362,928	0.02%
199	NORFOLK SOUTHERN CORP	655844108	1,196	$359,290	0.02%
200	HARBOR FUNDS CAP APPREC INST	411511504	2,790	$358,492	0.02%
201	WATERS CORP	941848103	1,184	$354,975	0.02%
202	BROOKFIELD CORP CL A	11271J107	5,103	$349,964	0.02%
203	OLD WESTBURY FUNDS INC SML MID	680414604	18,864	$347,094	0.02%
204	CHUBB LIMITED	CB	1,227	$346,321	0.02%
205	DOMINION ENERGY INC	D	5,657	$346,039	0.02%
206	US BANCORP DEL	USB-PS	7,116	$343,916	0.02%
207	VERIZON COMMUNICATIONS INC	VZ	7,698	$338,327	0.02%
208	NRG ENERGY INC NEW	NRG	2,007	$325,034	0.02%
209	ECOLAB INC	ECL	1,175	$321,785	0.02%
210	CHECK POINT SOFTWARE TECH LTD	M22465104	1,554	$321,538	0.02%
211	JACOBS SOLUTIONS INC	J	2,115	$316,954	0.02%
212	INTEL CORP	INTC	9,441	$316,746	0.02%
213	PHILIP MORRIS INTL INC	718172109	1,921	$311,586	0.02%
214	HF SINCLAIR CORP	DINO	5,922	$309,957	0.02%
215	HARDING LOEVNER FUNDS INC INTL	412295107	10,261	$309,261	0.02%
216	HARRIS ASSOC INV TR OAKMRK SLT	413838699	3,601	$304,260	0.02%
217	HOWMET AEROSPACE INC	HWM	1,540	$302,194	0.02%
218	PUBLIC SERVICE ENTERPRISE GROU	744573106	3,601	$300,539	0.02%
219	COPART INC	CPRT	6,604	$296,982	0.02%
220	ISHARES RUSSELL 1000 VALUE ETF	464287598	1,449	$295,002	0.02%
221	DRAFTKINGS INC CL A	DKNG	7,572	$283,193	0.02%
222	DUTCH BROTHERS INC CL A	BROS	5,382	$281,694	0.02%
223	PROLOGIS INC	PLDGP	2,432	$278,513	0.01%
224	DEERE & CO	DE	603	$275,728	0.01%
225	GILDAN ACTIVEWEAR INC	GIL	4,625	$267,325	0.01%
226	AIRBUS SE UNSPONSORED ADR	AIIR	4,565	$265,774	0.01%
227	MILLROSE PROPERTIES INC CL A	601137102	7,900	$265,519	0.01%
228	FTAI AVIATION LTD	FTAIN	1,580	$263,639	0.01%
229	CADENCE BANK	12740C103	6,934	$260,302	0.01%
230	XYLEM INC	XYL	1,732	$255,470	0.01%
231	FIDELITY NASDAQ COMPOSITE INDE	315912808	2,816	$250,990	0.01%
232	SMUCKER J M CO NEW	832696405	2,299	$249,671	0.01%
233	HARRIS ASSOC INV TR OAKMARK AD	413838798	1,504	$249,544	0.01%
234	AMERICAN ELECTRIC POWER CO INC	025537101	2,201	$247,612	0.01%
235	EQT CORP	EQT	4,503	$245,098	0.01%
236	COCA-COLA EUROPACIFIC PARTNERS	CCEP	2,674	$241,756	0.01%
237	BROOKFIELD RENEWABLE CORP CL A	BEPC	6,900	$237,498	0.01%
238	COGNIZANT TECHNOLOGY SOLUTIONS	CTSH	3,501	$234,812	0.01%
239	BOOKING HOLDINGS INC	BKNG	43	$232,169	0.01%
240	ROLLINS INC	ROL	3,938	$231,318	0.01%
241	TC ENERGY CORP	TRPRF	4,250	$231,242	0.01%
242	FIDELITY NATIONAL FINANCIAL IN	FNF	3,810	$230,467	0.01%
243	ISHARES MSCI USA MIN VOL FACTO	46429B697	2,407	$229,002	0.01%
244	FIDELITY MSCI INFORMATION TECH	316092808	1,028	$228,391	0.01%
245	ABB LTD SP ADR	ABLZF	3,139	$225,851	0.01%
246	BROWN ADVISORY FUNDS SUSTNBLE	115233306	3,901	$223,538	0.01%
247	ONEOK INC	OKE	3,021	$220,442	0.01%
248	AMCOR PLC	AMCCF	26,187	$214,210	0.01%
249	AMERICAN CENTURY MUTUAL FUNDS	025083882	2,058	$212,932	0.01%
250	VANGUARD SMALL-CAP GROWTH INDE	922908595	715	$212,798	0.01%
251	S&P GLOBAL INC	SPGI	435	$211,719	0.01%
252	ISHARES CURRENCY HEDGED MSCI E	46434V803	5,300	$209,933	0.01%
253	FIDELITY GROWTH DISCOVERY	31617F205	3,006	$208,121	0.01%
254	MERCADOLIBRE INC	MELI	87	$203,314	0.01%
255	BLACKROCK FUNDS IV SYSTAMT MLT	BLK	18,001	$187,570	0.01%
256	FEDERATED HERMES EQUITY FUNDS	FHI	20,509	$127,774	0.01%
257	ELICIO THERAPEUTICS INC	ELTX	10,000	$109,400	0.01%
258	BLACKROCK MGD FUND INST	BLK	11,001	$107,035	0.01%
259	SEARCHLIGHT MINERALS CORP NEW	SE	27,000	$121	0.00%