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Portfolio (Quarterly) Guide ↗

MOODY LYNN LIEBERSON & WALKER, LLC

· CIK 0000938592
13F Portfolio $1.9B AUM 264 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 264 New
Page 13 of 14  ·  264 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 USMV ISHARES MSCI USA MIN VOL FACTO 2,407.0 $232K 0.01% NEW $96.46 +5.3%
242 FIRST CITIZENS BANCSHARES INC 9,000.0 $230K 0.01% NEW $25.55
243 ILMN ILLUMINA INC Healthcare 1,307.0 $230K 0.01% NEW $175.83 +28.1%
244 BK BANK NEW YORK MELLON CORP Financial Services 1,572.0 $227K 0.01% NEW $144.61 -1.9%
245 CL COLGATE PALMOLIVE CO Consumer Defensive 2,474.0 $227K 0.01% NEW $91.68 -0.4%
246 VB VANGUARD SMALL-CAP INDEX FUND 745.0 $226K 0.01% NEW $303.12 -0.1%
247 TOKYO ELECTRON LTD ADR 925.0 $225K 0.01% NEW $243.01
248 SCHX SCHWAB U.S. LARGE-CAP ETF 7,458.0 $219K 0.01% NEW $29.43 +2.5%
249 B BARRICK MINING CORP Basic Materials 5,950.0 $219K 0.01% NEW $36.73 +33.0%
250 ONEQ FIDELITY NASDAQ COMPOSITE INDE 2,116.0 $218K 0.01% NEW $103.22 -0.4%
251 HQH ABRDN HEALTHCARE INVESTORS SH Financial Services 9,664.0 $212K 0.01% NEW $21.98 +7.1%
252 SPYM SPDR SERIES TRUST STATE STREET 2,400.0 $211K 0.01% NEW $87.88 +2.5%
253 INTU INTUIT Technology 807.0 $211K 0.01% NEW $261.00 +37.1%
254 TSLA TESLA INC Consumer Cyclical 500.0 $210K 0.01% NEW $420.60 -16.3%
255 BBJP JPMORGAN BETABUILDERS JAPAN ET 2,753.0 $207K 0.01% NEW $75.31 +2.3%
256 EOG EOG RESOURCES INC Energy 1,587.0 $206K 0.01% NEW $129.73 +13.7%
257 IWV ISHARES RUSSELL 3000 ETF 482.0 $206K 0.01% NEW $426.40 +2.2%
258 VANGUARD MA TAX EXEMPT FUND 15,678.0 $160K 0.01% NEW $10.22
259 BLACKROCK FUNDS IV SYSTAMT MLT 15,001.0 $156K 0.01% NEW $10.42
260 FEDERATED HERMES EQUITY FUNDS 17,152.0 $111K 0.01% NEW $6.45
Page 13 of 14  ·  264 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.6%
Healthcare 18.1%
Financial Services 17.0%
Industrials 9.6%
Communication Services 9.3%
Consumer Cyclical 6.0%
Utilities 5.1%
Consumer Defensive 2.9%
Basic Materials 2.6%
Energy 2.4%