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
101American Express Co 3,5931.1M $
102Public Storage 4,0001.1M $
103ASML Holding NV 7891M $
104Altria Group, Inc. 15,7581M $
105Mettler-Toledo International Inc 8021M $
106Palantir Technologies Inc 6,691978.8K $
107Lam Research Corp 4,440948.7K $
108iShares Core S&P Mid-Cap ETF 13,853935.5K $
109Pfizer Inc 33,199932.2K $
110Yum! Brands Inc 5,915919.7K $
111State Street Health Care Select Sector SPDR ETF 6,201909.1K $
112Vanguard S&P 500 ETF 1,492891.5K $
113Walt Disney Co/The 9,250891.5K $
114Commercial Metals Co 14,433886.6K $
115Salesforce Inc 4,511842.1K $
116Axon Enterprise Inc 1,980840.9K $
117VanEck Gold Miners ETF/USA 9,000825.9K $
118Honeywell International Inc 3,532798.3K $
119Fidelity Concord Street Trust 3,475790.2K $
120Otis Worldwide Corp 10,150782.4K $
121iShares Trust 8,036781.3K $
122Williams Cos Inc/The 10,572769.4K $
123Starbucks Corp 8,273741.2K $
124Vertiv Holdings Co 2,922732.2K $
125iShares Core S&P Small-Cap ETF 5,862728.7K $
126Corning Inc 5,292719.6K $
127Intercontinental Exchange Inc 4,562717.5K $
128MSCI Inc 1,330716.9K $
129NextEra Energy Inc 7,690714.2K $
130Danaher Corp 3,754711.8K $
131Analog Devices Inc 2,223707.2K $
132Bank of America Corp 14,476705.7K $
133TransDigm Group Inc 608704.6K $
134American Tower Corp 4,082704.5K $
135Vanguard Mid-Cap ETF 2,452704K $
136Performance Food Group Co 8,177700.4K $
137ConocoPhillips 5,271695.8K $
138TXNM Energy Inc 11,824691.2K $
139Cheniere Energy Inc 2,405682.4K $
140Dover Corp 3,198666.6K $
141Enterprise Products Partners LP 17,290654.3K $
142Lockheed Martin Corp 1,081653.3K $
143Packaging Corp of America 3,016640.1K $
144Crowdstrike Holdings Inc 1,598623.9K $
145International Business Machines Corp. 2,508607.9K $
146Emerson Electric Co. 4,639607.8K $
147Travelers Cos Inc/The 2,065602.3K $
148BJ's Wholesale Club Holdings Inc 6,108601.1K $
149Fidelity Contrafund 25,738590.9K $
150SS&C Technologies Holdings Inc 8,706588.3K $
151Snap-on Inc 1,618587.7K $
152W R Berkley Corp 8,616571.1K $
153Nestle SA 5,688563.7K $
154iShares MSCI Japan ETF 6,619558.9K $
155Watsco Inc 1,509549K $
156NIKE Inc 10,014528.9K $
157iShares Core S&P 500 ETF 782510.8K $
158Vanguard FTSE Developed Markets ETF 7,942508.9K $
159iShares Select Dividend ETF 3,335505K $
160Vanguard Star Fund 12,106498.8K $
161Schwab S&P 500 Index Fund 28,130471.7K $
162Simon Property Group Inc 2,527471.4K $
163WEC Energy Group Inc 4,029466.4K $
164Vanguard FTSE All-World ex-US ETF 5,729430.2K $
165PNC Financial Services Group Inc/The 2,021420.6K $
166Vanguard International Equity Index Funds 7,737418.2K $
167iShares Trust 1,912403.7K $
168Allstate Corp/The 1,931400.4K $
169Adobe Inc 1,627395.5K $
170Generac Holdings Inc 2,018394.2K $
171Verizon Communications Inc 7,813392.2K $
172Intel Corp 8,826389.5K $
173Intuit Inc 876378.8K $
174Loews Corp 3,540377.9K $
175Invesco QQQ Trust Series 1 643371.1K $
176Wisdomtree Trust 9,052369.3K $
177US Bancorp 7,066367.5K $
178LPL Financial Holdings Inc 1,207363.1K $
179HF Sinclair Corp 5,799361.8K $
180Dominion Energy Inc 5,631348.1K $
181Norfolk Southern Corp 1,196343.3K $
182Waters Corp 1,095326.1K $
183Prologis Inc 2,454324.4K $
184McCormick & Co Inc/MD 6,413323.5K $
185Philip Morris International Inc. 1,944321.4K $
186iShares Trust 1,494319.2K $
187Ecolab Inc 1,152306.5K $
188NRG Energy Inc 2,007293.3K $
189Public Service Enterprise Group Inc 3,608292.1K $
190Millrose Properties Inc 10,325289.1K $
191SAP SE 1,641281K $
192ONEOK Inc 3,004271.5K $
193Cummins Inc 502270.1K $
194Huntington Bancshares Inc/OH 17,202269.2K $
195Jacobs Solutions Inc 2,113268.9K $
196Dutch Bros Inc 5,246265.8K $
197iShares Trust 5,620263.2K $
198ABB Ltd 3,227259.7K $
199Micron Technology Inc 728245.9K $
200Freeport-McMoRan Inc 4,152244.1K $