13F HOLDINGS REPORT

MOODY LYNN & LIEBERSON, LLC

Quarter ended Q4 2025 · Filed January 15, 2026 · Accession 0000938592-26-000001

Total Value

$1.89B

Positions

265

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (265)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	ALPHABET INC CAP STOCK CL A	GOOG	401,051	$125.5M	6.65%
2	NVIDIA CORPORATION	NVDA	648,177	$120.9M	6.41%
3	BROADCOM INC	AVGO	328,303	$113.6M	6.02%
4	MICROSOFT CORP	MSFT	193,921	$93.8M	4.97%
5	LILLY ELI & CO	LLY	83,620	$89.9M	4.76%
6	APPLE INC	AAPL	279,130	$75.9M	4.02%
7	SPDR GOLD SHARES	GLD	185,912	$73.7M	3.90%
8	JPMORGAN CHASE & CO	VYLD	209,482	$67.5M	3.58%
9	AMAZON.COM INC	AMZN	242,736	$56.0M	2.97%
10	BERKSHIRE HATHAWAY INC CL B NE	BRK-A	97,792	$49.2M	2.61%
11	MORGAN STANLEY	MS-PQ	262,305	$46.6M	2.47%
12	MASTERCARD INCORPORATED CL A	MA	79,681	$45.5M	2.41%
13	ABBVIE INC	ABBV	192,463	$44.0M	2.33%
14	BLACKSTONE INC	BX	278,652	$43.0M	2.28%
15	WASTE MANAGEMENT INC DEL	94106L109	186,197	$40.9M	2.17%
16	ABBOTT LABORATORIES	ABLZF	269,769	$33.8M	1.79%
17	NETFLIX INC	NFLX	346,666	$32.5M	1.72%
18	STRYKER CORPORATION	SYK	83,991	$29.5M	1.56%
19	LINDE PLC	LIN	66,287	$28.3M	1.50%
20	EATON CORP PLC	ETN	81,108	$25.8M	1.37%
21	JOHNSON & JOHNSON	JNJ	122,334	$25.3M	1.34%
22	VERTEX PHARMACEUTICALS INC	VRTX	54,992	$24.9M	1.32%
23	GE VERNOVA INC	GEV	37,368	$24.4M	1.29%
24	THERMO FISHER SCIENTIFIC INC	TMO	40,931	$23.7M	1.26%
25	HOME DEPOT INC	HD	68,660	$23.6M	1.25%
26	SERVICENOW INC	NOW	148,227	$22.7M	1.20%
27	WELLS FARGO CO	949746101	187,468	$17.5M	0.93%
28	HITACHI LTD ADR 2	HTHIF	538,088	$16.8M	0.89%
29	FERGUSON ENTERPRISES INC COMMO	FERG	74,780	$16.6M	0.88%
30	COCA-COLA CO	KO	235,193	$16.4M	0.87%
31	ALPHABET INC CAP STOCK CL C	GOOG	51,815	$16.3M	0.86%
32	SOUTHERN CO	SOMN	170,366	$14.9M	0.79%
33	NORTHROP GRUMMAN CORP	NOC	24,805	$14.1M	0.75%
34	CHEVRON CORP	CVX	91,517	$13.9M	0.74%
35	SPDR S&P 500 ETF	SPY	20,365	$13.9M	0.74%
36	VISA INC CL A	V	38,565	$13.5M	0.72%
37	GILEAD SCIENCES INC	GILD	97,302	$11.9M	0.63%
38	PEPSICO INC	PEP	82,583	$11.9M	0.63%
39	MCDONALDS CORP	MCD	36,735	$11.2M	0.60%
40	UNION PACIFIC CORP	UNP	48,047	$11.1M	0.59%
41	GENERAL ELECTRIC CO NEW	369604301	34,285	$10.6M	0.56%
42	EXXON MOBIL CORP	XOM	85,026	$10.2M	0.54%
43	RTX CORPORATION COM	RTX	46,660	$8.6M	0.45%
44	ARISTA NETWORKS INC	ANET	59,876	$7.8M	0.42%
45	GOLDMAN SACHS GROUP INC	GSCE	7,919	$7.0M	0.37%
46	PROCTER AND GAMBLE CO	742718109	46,843	$6.7M	0.36%
47	VANGUARD TOTAL STOCK MARKET IN	922908769	17,827	$6.0M	0.32%
48	AMERICAN EXPRESS CO	AXP	15,702	$5.8M	0.31%
49	OREILLY AUTOMOTIVE INC	67103H107	59,347	$5.4M	0.29%
50	SHOPIFY INC CL A	SHOP	32,652	$5.3M	0.28%
51	TEXAS INSTRUMENTS INC	882508104	30,022	$5.2M	0.28%
52	IDEXX LABORATORIES INC	45168D104	7,255	$4.9M	0.26%
53	MERCK & CO INC	MRK	45,104	$4.7M	0.25%
54	AMPHENOL CORP CL A	032095101	34,870	$4.7M	0.25%
55	AUTOMATIC DATA PROCESSING INC	ADP	18,290	$4.7M	0.25%
56	L3HARRIS TECHNOLOGIES INC	LHX	15,994	$4.7M	0.25%
57	MONDELEZ INTL INC CL A	609207105	86,367	$4.6M	0.25%
58	PALO ALTO NETWORKS INC	PANW	23,991	$4.4M	0.23%
59	ASTRAZENECA PLC SP ADR	AZN	47,878	$4.4M	0.23%
60	ISHARES U.S. AEROSPACE & DEFEN	464288760	20,047	$4.3M	0.23%
61	AMGEN INC	AMGN	13,055	$4.3M	0.23%
62	BUILDERS FIRSTSOURCE INC	BLDR	41,520	$4.3M	0.23%
63	INTUITIVE SURGICAL INC NEW	ISRG	7,393	$4.2M	0.22%
64	NOVARTIS AG SP ADR	NVSEF	29,320	$4.0M	0.21%
65	SHERWIN WILLIAMS CO	SHW	12,435	$4.0M	0.21%
66	HEICO CORP	HEI-A	12,057	$3.9M	0.21%
67	CROWDSTRIKE HOLDINGS INC CL A	CRWD	8,006	$3.8M	0.20%
68	EXTRA SPACE STORAGE INC	EXR	26,007	$3.4M	0.18%
69	ISHARES RUSSELL 2000 GROWTH ET	464287648	10,299	$3.3M	0.18%
70	ISHARES RUSSELL 1000 GROWTH ET	464287614	6,319	$3.0M	0.16%
71	VANGUARD INDEX FUNDS 500 INDEX	922908710	4,579	$2.9M	0.15%
72	CISCO SYSTEMS INC	CSCO	36,979	$2.8M	0.15%
73	COTERRA ENERGY INC	CTRA	105,291	$2.8M	0.15%
74	ISHARES BIOTECHNOLOGY FUND	464287556	15,831	$2.7M	0.14%
75	SONY GROUP CORPORATION SP ADR	SNEJF	101,550	$2.6M	0.14%
76	META PLATFORMS INC CL A	META	3,938	$2.6M	0.14%
77	REGENERON PHARMACEUTICALS	REGN	3,350	$2.6M	0.14%
78	QUANTA SERVICES INC	74762E102	5,769	$2.4M	0.13%
79	PARKER-HANNIFIN CORP	PH	2,744	$2.4M	0.13%
80	CHURCH & DWIGHT CO INC	CHD	27,915	$2.3M	0.12%
81	SPDR S&P BIOTECH ETF	78464A870	18,824	$2.3M	0.12%
82	HOWMET AEROSPACE INC	HWM	10,219	$2.1M	0.11%
83	WHEATON PRECIOUS METALS CORP	WPM	17,462	$2.1M	0.11%
84	ROLLINS INC	ROL	32,244	$1.9M	0.10%
85	ACCENTURE PLC IRELAND CLASS A	ACN	7,076	$1.9M	0.10%
86	ILLINOIS TOOL WORKS INC	452308109	7,294	$1.8M	0.10%
87	INVESCO S&P 500 EQUAL WEIGHT E	IVZ	9,089	$1.7M	0.09%
88	ORACLE CORP	ORCL-PD	8,851	$1.7M	0.09%
89	ISHARES MSCI EAFE ETF	464287465	17,451	$1.7M	0.09%
90	SPDR DOW JONES INDUSTRIAL AVER	78467X109	3,466	$1.7M	0.09%
91	CRH PLC	CRH	13,109	$1.6M	0.09%
92	SPDR S&P MIDCAP 400 ETF	MDY	2,705	$1.6M	0.09%
93	MARRIOTT INTL INC CL A	571903202	5,190	$1.6M	0.09%
94	REPUBLIC SERVICES INC	760759100	7,554	$1.6M	0.08%
95	WAL-MART INC	WMT	14,290	$1.6M	0.08%
96	GRAINGER W W INC	384802104	1,572	$1.6M	0.08%
97	TAKE-TWO INTERACTIVE SOFTWARE	TTWO	5,857	$1.5M	0.08%
98	ARROWHEAD PHARMACEUTICALS INC	ARWR	22,000	$1.5M	0.08%
99	BANK OF AMERICA CORP	060505104	24,274	$1.3M	0.07%
100	OLD WESTBURY FUNDS INC LARGE C	680414109	62,372	$1.3M	0.07%
101	TJX COS INC	872540109	8,311	$1.3M	0.07%
102	BLACKROCK INC	BLK	1,182	$1.3M	0.07%
103	EASTERN BANKSHARES INC	EBC	68,256	$1.3M	0.07%
104	ISHARES RUSSELL 2000 ETF	464287655	5,103	$1.3M	0.07%
105	SALESFORCE INC	CRM	4,583	$1.2M	0.06%
106	ISHARES S&P 500 GROWTH ETF	464287309	9,704	$1.2M	0.06%
107	VANGUARD DIVIDEND APPRECIATION	921908844	5,307	$1.2M	0.06%
108	IRON MOUNTAIN INC	46284V101	14,044	$1.2M	0.06%
109	COSTCO WHOLESALE CORP	22160K105	1,350	$1.2M	0.06%
110	AXON ENTERPRISE INC	AXON	1,981	$1.1M	0.06%
111	METTLER TOLEDO INTERNATIONAL	MTD	802	$1.1M	0.06%
112	PALANTIR TECHNOLOGIES INC CL A	PLTR	6,268	$1.1M	0.06%
113	CURTISS WRIGHT CORP	CW	2,011	$1.1M	0.06%
114	DISNEY WALT CO	254687106	9,591	$1.1M	0.06%
115	TRANE TECHNOLOGIES PLC	TT	2,735	$1.1M	0.06%
116	PUBLIC STORAGE	PSA-PS	4,000	$1.0M	0.06%
117	PRINCIPAL FUNDS INC MID CAP FU	74253Q747	23,680	$1.0M	0.05%
118	COMMERCIAL METALS CO	CMC	14,433	$999,052	0.05%
119	CABOT CORP	CBT	15,000	$994,200	0.05%
120	ASML HOLDING NV NY REGISTRY	ASMLF	918	$982,131	0.05%
121	HEALTH CARE SELECT SECTOR SPDR	81369Y209	6,201	$959,915	0.05%
122	AGNICO EAGLE MINES LTD	AEM	5,590	$947,673	0.05%
123	VANGUARD S&P 500 ETF	922908363	1,506	$944,458	0.05%
124	ISHARES S&P MIDCAP FUND	464287507	13,853	$914,298	0.05%
125	ALTRIA GROUP INC	MO	15,829	$912,700	0.05%
126	OTIS WORLDWIDE CORP	OTIS	10,365	$905,383	0.05%
127	YUM BRANDS INC	YUM	5,926	$896,485	0.05%
128	HONEYWELL INTL INC	438516106	4,332	$845,130	0.04%
129	UNITEDHEALTH GROUP INC	UNH	2,543	$839,470	0.04%
130	LAM RESEARCH CORP NEW	LRCX	4,773	$817,042	0.04%
131	TRANSDIGM GROUP INC	TDG	609	$809,879	0.04%
132	BERKLEY W R CORP	WRB-PH	11,310	$793,057	0.04%
133	VANECK GOLD MINERS ETF	92189F106	9,100	$780,507	0.04%
134	ISHARES RUSSELL MID-CAP ETF	464287499	8,036	$773,626	0.04%
135	MSCI INC	MSCI	1,330	$763,061	0.04%
136	SS&C TECHNOLOGIES HOLDINGS INC	SSNC	8,723	$762,565	0.04%
137	INTERCONTINENTAL EXCHANGE INC	45866F104	4,667	$755,867	0.04%
138	INTL BUSINESS MACHINES	INTR	2,518	$745,857	0.04%
139	INTUIT	INTU	1,120	$741,910	0.04%
140	DELAWARE EQUITY FUNDS V SMALL	24610B826	24,281	$740,328	0.04%
141	VALERO ENERGY CORP	VLO	4,459	$725,881	0.04%
142	AMERICAN TOWER CORP	03027X100	4,074	$715,272	0.04%
143	ISHARES S&P SMALL-CAP FUND	464287804	5,902	$709,302	0.04%
144	OLD WESTBURY FUNDS INC ALL CAP	680414307	27,465	$707,775	0.04%
145	VANGUARD MID-CAP INDEX FUND	922908629	2,434	$706,252	0.04%
146	STARBUCKS CORP	SBUX	8,297	$698,690	0.04%
147	TXNM ENERGY INC COM	TXNM	11,844	$697,375	0.04%
148	NEW PERSPECTIVE FUND INC	648018109	9,416	$664,886	0.04%
149	PFIZER INC	PFE	26,649	$663,560	0.04%
150	FIDELITY TR 500 INDEX FUND	315911750	2,771	$658,785	0.03%
151	FIDELITY ASSET MGR	316069582	38,561	$658,234	0.03%
152	NIKE INC CL B	NKE	10,009	$637,673	0.03%
153	CHUBB LIMITED	CB	2,039	$636,413	0.03%
154	WILLIAMS COS INC	969457100	10,572	$635,483	0.03%
155	PACKAGING CORP AMERICA	695156109	3,008	$620,340	0.03%
156	DOVER CORP	DOV	3,172	$619,301	0.03%
157	NEXTERA ENERGY INC	NEE-PW	7,704	$618,477	0.03%
158	EMERSON ELECTRIC CO	EMR	4,639	$615,688	0.03%
159	BROADRIDGE FINANCIAL SOLUTIONS	BR	2,716	$606,130	0.03%
160	ANALOG DEVICES INC	ADI	2,234	$605,861	0.03%
161	TRAVELERS COMPANIES INC	TRV	2,062	$598,104	0.03%
162	CYBERARK SOFTWARE LTD	M2682V108	1,336	$595,936	0.03%
163	ADOBE SYSTEMS INCORPORATED	ADBE	1,697	$593,933	0.03%
164	VANGUARD FTSE EMERGING MARKETS	922042858	10,926	$587,382	0.03%
165	DANAHER CORPORATION	235851102	2,548	$583,288	0.03%
166	ARTISAN PARTNERS FUNDS INC INT	04314H857	10,823	$582,041	0.03%
167	NESTLE SA SP ADR	641069406	5,820	$574,900	0.03%
168	PERFORMANCE FOOD GROUP CO	PFGC	6,322	$568,474	0.03%
169	SNAP ON INC	SNA	1,618	$557,563	0.03%
170	ENTERPRISE PRODUCTS PARTNERS L	293792107	17,290	$554,317	0.03%
171	BJS WHSL CLUB HOLDINGS INC	05550J101	6,119	$550,894	0.03%
172	SPOTIFY TECHNOLOGY SA	SPOT	905	$525,543	0.03%
173	ISHARES CORE S&P 500 ETF	464287200	754	$516,445	0.03%
174	WATSCO INC	WSO-B	1,509	$508,458	0.03%
175	SCHWAB CAPITAL TRUST S&P 500ID	808509855	28,130	$493,404	0.03%
176	VANGUARD FTSE DEVELOPED MARKET	921943858	7,831	$489,203	0.03%
177	ISHARES SELECT DIVIDEND ETF	464287168	3,385	$477,759	0.03%
178	VERTIV HOLDINGS CO CL A	VRT	2,922	$473,393	0.03%
179	CHENIERE ENERGY INC NEW	LNG	2,430	$472,368	0.03%
180	SIMON PROPERTY GROUP INC	828806109	2,527	$467,773	0.02%
181	CORNING INC	GLW	5,255	$460,128	0.02%
182	BLACKSTONE REIT INC CL I	BX	32,370	$453,660	0.02%
183	ISHARES S&P 500 VALUE ETF	464287408	2,112	$447,892	0.02%
184	LOCKHEED MARTIN CORP	LMT	913	$441,591	0.02%
185	SAP SE SP ADR	SAPGF	1,794	$435,781	0.02%
186	LPL FINANCIAL HOLDINGS INC	50212V100	1,210	$432,176	0.02%
187	FINANCIAL SELECT SECTOR SPDR F	81369Y605	7,833	$429,013	0.02%
188	MCCORMICK & CO INC NON VTG	MKC-V	6,286	$428,139	0.02%
189	WEC ENERGY GROUP INC	WEC	4,052	$427,324	0.02%
190	VANGUARD FTSE ALL-WORLD EX US	922042775	5,729	$421,425	0.02%
191	WISDOMTREE INDIA EARNINGS FUND	WT	9,052	$419,017	0.02%
192	CONOCOPHILLIPS	COP	4,444	$416,003	0.02%
193	PNC FINANCIAL SERVICES GROUP I	693475105	1,989	$415,164	0.02%
194	WATERS CORP	941848103	1,072	$407,178	0.02%
195	ALLSTATE CORP	ALL-PJ	1,931	$401,938	0.02%
196	INVESCO QQQ TRUST	IVZ	643	$395,001	0.02%
197	FIDELITY CONTRAFUND NEW INSIGH	316071604	8,076	$393,954	0.02%
198	LOEWS CORP	L	3,631	$382,381	0.02%
199	FRANKLIN CUSTODIAN FUNDS GROWT	353496508	2,758	$371,311	0.02%
200	US BANCORP DEL	USB-PS	6,916	$369,038	0.02%
201	FIDELITY CONTRAFUND	316071109	14,704	$357,300	0.02%
202	BROOKFIELD CORP CL A	11271J107	7,662	$351,609	0.02%
203	NORFOLK SOUTHERN CORP	655844108	1,196	$345,309	0.02%
204	INTEL CORP	INTC	9,034	$333,355	0.02%
205	VANGUARD STAR FUNDS TL INT STO	921909818	8,188	$331,862	0.02%
206	OLD WESTBURY FUNDS INC SML MID	680414604	18,864	$328,419	0.02%
207	HARRIS ASSOC INV TR OAKMRK SLT	413838699	3,601	$328,061	0.02%
208	DOMINION ENERGY INC	D	5,557	$325,585	0.02%
209	HARBOR FUNDS CAP APPREC INST	411511504	2,790	$325,318	0.02%
210	DUTCH BROTHERS INC CL A	BROS	5,288	$323,731	0.02%
211	MONGODB INC CL A	MDB	762	$319,804	0.02%
212	NRG ENERGY INC NEW	NRG	2,008	$319,754	0.02%
213	FTAI AVIATION LTD	FTAIN	1,580	$311,023	0.02%
214	PROLOGIS INC	PLDGP	2,433	$310,597	0.02%
215	MILLROSE PROPERTIES INC CL A	601137102	10,325	$308,408	0.02%
216	PHILIP MORRIS INTL INC	718172109	1,918	$307,647	0.02%
217	VERIZON COMMUNICATIONS INC	VZ	7,549	$307,471	0.02%
218	ISHARES RUSSELL 1000 VALUE ETF	464287598	1,449	$304,783	0.02%
219	CADENCE BANK	12740C103	6,934	$297,053	0.02%
220	ECOLAB INC	ECL	1,130	$296,648	0.02%
221	PUBLIC SERVICE ENTERPRISE GROU	744573106	3,629	$291,409	0.02%
222	COGNIZANT TECHNOLOGY SOLUTIONS	CTSH	3,485	$289,255	0.02%
223	CHECK POINT SOFTWARE TECH LTD	M22465104	1,554	$288,360	0.02%
224	DEERE & CO	DE	606	$282,135	0.01%
225	JACOBS SOLUTIONS INC	J	2,115	$280,153	0.01%
226	HARDING LOEVNER FUNDS INC INTL	412295107	10,261	$278,684	0.01%
227	HF SINCLAIR CORP	DINO	5,799	$267,218	0.01%
228	COPART INC	CPRT	6,630	$259,564	0.01%
229	BARRICK MINING CORP	06849F108	5,950	$259,122	0.01%
230	HARRIS ASSOC INV TR OAKMARK AD	413838798	1,504	$258,704	0.01%
231	AMERICAN ELECTRIC POWER CO INC	025537101	2,201	$253,797	0.01%
232	AIRBUS SE UNSPONSORED ADR	AIIR	4,325	$250,504	0.01%
233	GILDAN ACTIVEWEAR INC	GIL	4,000	$249,840	0.01%
234	COCA-COLA EUROPACIFIC PARTNERS	CCEP	2,676	$242,713	0.01%
235	CUMMINS INC	CMI	472	$240,932	0.01%
236	APPLIED MATERIALS INC	038222105	921	$236,688	0.01%
237	XYLEM INC	XYL	1,732	$235,864	0.01%
238	TC ENERGY CORP	TRPRF	4,250	$233,792	0.01%
239	ABB LTD SP ADR	ABLZF	3,140	$232,266	0.01%
240	FIDELITY MSCI INFORMATION TECH	316092808	1,028	$230,961	0.01%
241	BOOKING HOLDINGS INC	BKNG	43	$230,279	0.01%
242	BROOKFIELD RENEWABLE CORP CL A	BEPC	6,000	$230,040	0.01%
243	FIDELITY NASDAQ COMPOSITE INDE	315912808	2,516	$229,962	0.01%
244	TOAST INC CL A	TOST	6,461	$229,430	0.01%
245	ISHARES MSCI USA MIN VOL FACTO	46429B697	2,407	$226,643	0.01%
246	S&P GLOBAL INC	SPGI	433	$226,281	0.01%
247	SMUCKER J M CO NEW	832696405	2,299	$224,865	0.01%
248	ONEOK INC	OKE	3,004	$220,794	0.01%
249	ISHARES CURRENCY HEDGED MSCI E	46434V803	5,300	$219,208	0.01%
250	AMCOR PLC	AMCCF	25,985	$216,715	0.01%
251	VANGUARD SMALL-CAP GROWTH INDE	922908595	715	$216,009	0.01%
252	FIDELITY GROWTH DISCOVERY	31617F205	3,006	$209,834	0.01%
253	MOODYS CORP	MCO	410	$209,448	0.01%
254	FREEPORT-MCMORAN INC CL B	FCX	4,105	$208,493	0.01%
255	MICRON TECHNOLOGY INC	MU	728	$207,778	0.01%
256	COLGATE PALMOLIVE CO	CL	2,603	$205,689	0.01%
257	TAIWAN SEMICONDUCTOR MFG LTD S	874039100	670	$203,606	0.01%
258	SCHWAB U.S. LARGE-CAP ETF	808524201	7,502	$201,879	0.01%
259	VANGUARD MA TAX EXEMPT FUND	92204X108	15,678	$158,972	0.01%
260	BLACKROCK FUNDS IV SYSTAMT MLT	BLK	15,001	$155,560	0.01%
261	FEDERATED HERMES EQUITY FUNDS	FHI	20,509	$114,648	0.01%
262	BLACKROCK MGD FUND INST	BLK	11,001	$106,595	0.01%
263	ELICIO THERAPEUTICS INC	ELTX	10,000	$79,600	0.00%
264	PROQR THRAPEUTICS NV EURO	N71542109	25,000	$50,500	0.00%
265	SEARCHLIGHT MINERALS CORP NEW	SE	27,000	$135	0.00%