MOODY LYNN & LIEBERSON, LLC
•CIK: 938592•Filing: Q4 2025
**MOODY LYNN & LIEBERSON, LLC** manages $1.9B across a diversified portfolio of 265 positions. The firm maintains significant exposure to mega-cap technology and growth names, highlighted by top holdings including GOOGL at $125.5M and NVDA at $120.9M. Further concentration is evident in AVGO ($113.6M), MSFT ($93.8M), and LLY ($89.9M). This allocation suggests a conviction in market leaders across the technology and healthcare sectors.
Total AUM
$1.9B
QoQ Performance
+1.6%
Positions
265
Top 10 Concentration
46.3%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOGL
NVDA
AVGO
GOOGL6.7%
NVDA6.4%
AVGO6.0%
MSFT5.0%
LLY4.8%
AAPL4.0%
GQ93.9%
JPM3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other31.2%
Technology30.2%
Healthcare12.8%
Financial11.2%
Consumer5.2%
Materials1.8%
Consumer Staples1.8%
Communication1.8%
🚪 Exited Positionssold since Q3 2025
+58 more exited positions
Changes from Q3 2025
NEW4 new positions
↑83 increased
↓86 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023