Titelia

Holdings of MOODY LYNN LIEBERSON & WALKER, LLC

211 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 46 % of the equity sleeve

Sector breakdown

  • Technology 23.4 %
  • Health care 16.9 %
  • Financials 15.0 %
  • Industrials 12.2 %
  • Communication 9.6 %
  • Consumer discretionary 5.5 %
  • Consumer staples 3.5 %
  • Energy 1.5 %
  • Utilities 1.4 %
  • Funds 0.7 %
  • Materials 0.4 %
  • Real estate 0.2 %
  • Unattributed 9.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 98.7 %
  • JP 1.0 %
  • AU 0.2 %
  • NL 0.1 %
  • CH 0.0 %
  • DE 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US2051.7B $98.73 %
2JP116.6M $0.98 %
3AU12.8M $0.17 %
4NL11M $0.06 %
5CH2823.4K $0.05 %
6DE1281K $0.02 %

Positions

RankCompanySharesValueWeight
1Alphabet Inc 400,805115.3M $
2NVIDIA Corp 642,574112.1M $
3Broadcom Inc 323,279100.1M $
4Eli Lilly & Co 83,42276.7M $
5SPDR Gold Shares 173,12274.5M $
6Microsoft Corp 195,34172.3M $
7Apple Inc 278,56270.7M $
8JPMorgan Chase & Co 201,46559.3M $
9Amazon.com Inc 245,07351M $
10Berkshire Hathaway Inc 100,29748.1M $
11GE Vernova Inc 50,58444.2M $
12Waste Management Inc 188,20843.2M $
13Morgan Stanley 249,36741M $
14Mastercard Inc 79,83439.9M $
15AbbVie Inc 176,29338.3M $
16Johnson & Johnson 126,56030.9M $
17Netflix Inc 299,22328.8M $
18Stryker Corp 85,76828.2M $
19Blackstone Inc 227,37226.1M $
20Vertex Pharmaceuticals Inc 57,64025.7M $
21Chevron Corp 121,80325.2M $
22Home Depot Inc/The 67,95622.4M $
23Abbott Laboratories 206,62521.2M $
24Thermo Fisher Scientific Inc 42,47420.9M $
25Northrop Grumman Corp 29,09619.9M $
26Coca-Cola Co/The 257,88419.6M $
27Exxon Mobil Corp 102,16117.3M $
28Southern Co/The 178,21717.2M $
29Gilead Sciences Inc 119,25916.6M $
30Hitachi Ltd 570,15016.6M $
31PepsiCo Inc 104,91316.3M $
32Wells Fargo & Co 196,49615.6M $
33Ferguson Enterprises Inc 66,59815.5M $
34Union Pacific Corp 61,23314.9M $
35Alphabet Inc 48,58313.9M $
36Visa Inc 37,93011.5M $
37McDonald's Corp. 36,76611.4M $
38State Street SPDR S&P 500 ETF Trust 17,54811.4M $
39General Electric Co 33,9969.6M $
40ServiceNow Inc 88,3799.2M $
41RTX Corp 45,7508.8M $
42Mondelez International Inc 138,8348M $
43Procter & Gamble Co/The 46,4606.7M $
44Goldman Sachs Group Inc/The 7,6036.4M $
45Texas Instruments Inc 31,2386.1M $
46Merck & Co Inc 49,8366M $
47Builders FirstSource Inc 72,1985.9M $
48Vanguard Total Stock Market ETF 18,0055.8M $
49Palo Alto Networks Inc 35,3025.7M $
50L3Harris Technologies Inc 15,1695.2M $
51Amgen Inc 12,3664.4M $
52Novartis AG 28,2834.3M $
53Amphenol Corp 33,9524.3M $
54American Electric Power Co Inc 32,3284.2M $
55iShares Trust 19,0544.2M $
56IDEXX Laboratories Inc 7,2504.1M $
57Coterra Energy Inc 105,2913.7M $
58Automatic Data Processing Inc 18,1863.7M $
59Arista Networks Inc 29,8013.7M $
60Intuitive Surgical Inc 7,3873.4M $
61Extra Space Storage Inc 25,7223.4M $
62iShares Russell 2000 Growth ETF 10,2993.2M $
63Howmet Aerospace Inc 13,9353.2M $
64O'Reilly Automotive Inc 32,7083M $
65Quanta Services Inc 5,4273M $
66Church & Dwight Co Inc 30,6252.9M $
67Cisco Systems, Inc. 36,7312.8M $
68Sherwin-Williams Co/The 8,8482.8M $
69BHP Group Ltd 38,8912.8M $
70iShares Biotechnology ETF 15,4262.6M $
71iShares Russell 1000 Growth ETF 5,9392.5M $
72Parker-Hannifin Corp 2,7422.5M $
73Deere & Co 4,3192.4M $
74Regeneron Pharmaceuticals, Inc. 3,1092.4M $
75SPDR Series Trust 18,2492.3M $
76Meta Platforms Inc 3,7072.1M $
77Marriott International Inc/MD 6,3162.1M $
78Illinois Tool Works Inc 7,3041.9M $
79Invesco S&P 500 Equal Weight ETF 9,5321.8M $
80Walmart Inc 14,3111.8M $
81TJX Cos Inc/The 11,0541.8M $
82Rollins Inc 32,2221.7M $
83WW Grainger Inc 1,5721.7M $
84State Street SPDR S&P MidCap 400 ETF Trust 2,7051.7M $
85Republic Services Inc 7,5721.7M $
86State Street Spdr Dow Jones Industrial Average Etf Trust 3,4661.6M $
87Iron Mountain Inc 14,0651.4M $
88HEICO Corp 5,0841.4M $
89Costco Wholesale Corp 1,3671.4M $
90Eastern Bankshares Inc 68,2561.3M $
91Curtiss-Wright Corp 1,9571.3M $
92iShares Russell 2000 ETF 5,1761.3M $
93Oracle Corp 8,5011.3M $
94Take-Two Interactive Software Inc 6,0061.2M $
95VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 5,3071.1M $
96Cabot Corp 15,0001.1M $
97Blackrock Inc 1,1671.1M $
98iShares MSCI EAFE ETF 11,5361.1M $
99Valero Energy Corp 4,4591.1M $
100iShares Trust 9,7041.1M $