MOODY LYNN & LIEBERSON, LLC

Q3 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2025
Date filed
10/20/2025
Form type
13F-HR
Num holdings
259
Total value ($000)
$1,857,807
Net value change ($000)
+125,046 (7.2%)
New positions
19
Sold out positions
18
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2025 Next filing: 1/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 30,307 45.1%
NVDA 17,388 16.9%
AAPL 17,338 32.8%
AVGO 13,738 12.1%
ORLY 13,732 3762.2%
ABBV 10,482 32.8%
BLDR 8,925 NEW
GLD 7,750 13.0%
CVX 7,644 80.8%
BX 7,482 17.9%
Top Reduces (Value $000, Stocks/ETFs)
HUBS -7,450 -63.9%
BRK-B -6,778 -13.2%
NOW -6,285 -18.5%
SAP -5,375 -92.5%
NFLX -5,133 -10.7%
GDX -4,786 -87.3%
XYZ -4,501 -100.0%
AXON -3,793 -63.7%
VRTX -3,705 -14.3%
FCX -3,689 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type