1y return+15.1%S&P 500 +20.9%
3y return+67.3%S&P 500 +68.5%
5y return+76.6%S&P 500 +74.5%
10y return+251.2%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $351 against $357 in the S&P 500.2
Moody Lynn Lieberson & Walker, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GOOGLAlphabet Inc Cap Stock Cl A | $137.6M | 7.3% | −3.9% |
| NVDANvidia Corporation | $126.9M | 6.7% | −1.3% |
| AVGOBroadcom Inc | $116.4M | 6.1% | −4.7% |
| LLYLilly Eli & Co | $97.4M | 5.1% | −2.7% |
| AAPLApple Inc | $81.7M | 4.3% | +1.3% |
| MSFTMicrosoft Corp | $69.5M | 3.7% | −4.6% |
| JPMJpmorgan Chase & Co | $64.1M | 3.4% | −2.8% |
| AMZNAmazon.com Inc | $59.9M | 3.2% | +2.6% |
| GEVGe Vernova Inc | $58.7M | 3.1% | −1.2% |
| GLDSpdr Gold Shares | $55.2M | 2.9% | −13.5% |
| MSMorgan Stanley | $53.6M | 2.8% | +2.8% |
| BRK/BBerkshire Hathaway Inc Cl B Ne | $48.8M | 2.6% | −2.8% |
| ABBVAbbvie Inc | $42.5M | 2.2% | −4.2% |
| WMWaste Management Inc Del | $40.0M | 2.1% | −4.6% |
| MAMastercard Incorporated Cl A | $38.6M | 2.0% | −5.8% |
| Linde PLCCUSIP G54950103 | $36.4M | 1.9% | −2.2% |
| JNJJohnson & Johnson | $34.2M | 1.8% | +6.4% |
| VRTXVertex Pharmaceuticals Inc | $28.1M | 1.5% | −1.8% |
| BXBlackstone Inc | $27.3M | 1.4% | +2.2% |
| Eaton Corp PLCCUSIP G29183103 | $26.8M | 1.4% | −3.0% |
| SYKStryker Corporation | $24.5M | 1.3% | −9.3% |
| ABTAbbott Laboratories | $22.5M | 1.2% | +20.1% |
| HDHome Depot Inc | $22.4M | 1.2% | −6.5% |
| TMOThermo Fisher Scientific Inc | $20.5M | 1.1% | −3.7% |
| CVXChevron Corp | $19.9M | 1.1% | −1.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $126.9M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $116.4M |
| PANWPalo Alto Networks Inc | June 30, 2020 | +790.9% | $14.1M |
| LLYLilly Eli & Co | June 30, 2020 | +630.6% | $97.4M |
| GEVGe Vernova Inc | June 30, 2024 | +585.0% | $58.7M |
| GOOGLAlphabet Inc Cap Stock Cl A | June 30, 2020 | +404.0% | $137.6M |
| GOOGAlphabet Inc Cap Stock Cl C | June 30, 2020 | +399.9% | $17.5M |
| GEGeneral Electric Co New | March 31, 2023 | +290.9% | $12.8M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $64.1M |
| Eaton Corp PLCCUSIP G29183103 | June 30, 2022 | +238.2% | $26.8M |
Sold off last quarter
- NOWServicenow Inc was $9.2M
- BLDRBuilders Firstsource Inc was $5.9M
- LHXL3harris Technologies Inc was $5.2M
- Astrazeneca PLCCUSIP G0593M107 was $4.5M
- ITAIshares U.s. Aerospace & Defen was $4.2M
- CTRACoterra Energy Inc was $3.7M
- REGNRegeneron Pharmaceuticals was $2.4M
- XBISpdr S&p Biotech Etf was $2.3M
- WPMWheaton Precious Metals Corp was $2.2M
- ROLRollins Inc was $1.7M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.2% | +14.8% |
| March 31, 2026 | −4.8% | −4.6% |
| December 31, 2025 | +2.7% | +2.4% |
| September 30, 2025 | +7.8% | +7.8% |
| June 30, 2025 | +11.5% | +10.5% |
| March 31, 2025 | −4.3% | −4.6% |
| December 31, 2024 | +2.3% | +2.1% |
| September 30, 2024 | +5.2% | +5.4% |
| June 30, 2024 | +4.7% | +4.0% |
| March 31, 2024 | +12.4% | +10.0% |
| December 31, 2023 | +11.5% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +8.8% | +8.3% |
| March 31, 2023 | +4.7% | +7.0% |
| December 31, 2022 | +6.2% | +7.1% |
| September 30, 2022 | −1.4% | −5.3% |
| June 30, 2022 | −14.3% | −16.5% |
| March 31, 2022 | −7.0% | −4.9% |
| December 31, 2021 | +8.9% | +10.7% |
| September 30, 2021 | +2.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Moody Lynn Lieberson & Walker, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=938592&type=13F-HR&dateb=&owner=include&count=40CIK 938592
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/938592/000093859226000006/Filed July 20, 2026 · accession 0000938592-26-000006