account_balance

Investment manager · 13F filer · SEC CIK 938592

Moody Lynn Lieberson & Walker, LLC

Reported value$1.93Bas of Sep 30, 2026
Positions265 14 new, 13 sold out
Top 10 weight47.3%NVDA alone is 8%
FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
NVDA NVIDIA Corp 7.6% HeldGOOGL Alphabet Inc. 6.9% HeldAVGO Broadcom Inc. 5.5% HeldMSFT Microsoft Corp 5.1% Added +3%AAPL Apple Inc. 4.9% HeldLLY ELI Lilly & Co 4.9% HeldJPM JPMorgan Chase & Co 3.5% Added +4%AMZN Amazon.com Inc 3.4% Added +5%GLD SPDR Gold Trust 3.0% Added +2%BRK-B Berkshire Hathaway Inc 2.5% HeldMS Morgan Stanley 2.5% HeldABBV AbbVie Inc. 2.4% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 20, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist