MOODY LYNN & LIEBERSON, LLC

Q4 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
12/31/2025
Date filed
1/15/2026
Form type
13F-HR
Num holdings
265
Total value ($000)
$1,886,852
Net value change ($000)
+29,045 (1.6%)
New positions
18
Sold out positions
12
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/20/2025 Next filing: 4/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
LLY 28,090 45.5%
GOOGL 28,013 28.7%
UNP 9,874 796.3%
GLD 6,325 9.4%
AAPL 5,617 8.0%
MS 4,988 12.0%
XOM 4,762 87.1%
JPM 4,652 7.4%
BRK-B 4,583 10.3%
GILD 4,556 61.7%
Top Reduces (Value $000, Stocks/ETFs)
AVGO -13,592 -10.7%
ICE -12,408 -94.3%
NFLX -10,141 -23.8%
ORLY -8,684 -61.6%
ORCL -7,848 -82.0%
MSFT -6,624 -6.6%
ETN -6,511 -20.1%
BX -6,245 -12.7%
SPOT -5,043 -90.6%
NOW -5,026 -18.1%
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