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.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 205 | 1.7B $ | 98.73 % |
| 2 | JP | 1 | 16.6M $ | 0.98 % |
| 3 | AU | 1 | 2.8M $ | 0.17 % |
| 4 | NL | 1 | 1M $ | 0.06 % |
| 5 | CH | 2 | 823.4K $ | 0.05 % |
| 6 | DE | 1 | 281K $ | 0.02 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 201 | EOG Resources Inc | 1,606 | 232.2K $ | |
| 202 | iShares Trust | 5,300 | 225.2K $ | |
| 203 | iShares MSCI USA Min Vol Factor ETF | 2,407 | 223.2K $ | |
| 204 | Colgate-Palmolive Co | 2,603 | 221.9K $ | |
| 205 | J M Smucker Co/The | 2,299 | 221.7K $ | |
| 206 | Vanguard Index Funds | 715 | 216.1K $ | |
| 207 | Cognizant Technology Solutions Corp. | 3,492 | 214.2K $ | |
| 208 | FIDELITY COVINGTON TRUST | 1,028 | 213.9K $ | |
| 209 | Entegris Inc | 1,722 | 201.9K $ | |
| 210 | BLCKRCK SYST MULTI-STR-INST | 15,001 | 157.4K $ | |
| 211 | ELICIO THERAPEUTICS INC | 10,000 | 106.9K $ |