Moody-Lynn--Lieberson

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GDX",
  null,
  "BROS",
  "BEPC",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "ALL",
  "GOOGL",
  null,
  "AXP",
  null,
  "ASML",
  "BLK",
  "AVGO",
  "LOW",
  "WRB",
  "HRB",
  "D",
  "EOG",
  "FERG",
  "FCX",
  "GILD",
  "HON",
  "HD",
  "MCD",
  "INTU",
  "UNP",
  "ISRG",
  "HUBS",
  "ITW",
  "EMR",
  "ICE",
  "META",
  "IVW",
  "IJH",
  "BSTT",
  null,
  "LRCX",
  "LIN",
  "L",
  null,
  null,
  "PWR",
  "MA",
  null,
  "MSFT",
  "MDLZ",
  "MS",
  "EQT",
  "GE",
  "HEI",
  "HES",
  "NVS",
  "ORLY",
  "BX",
  "IJR",
  "ANET",
  "IWD",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "INTC",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "LPLA",
  "AMGN",
  "PKG",
  null,
  "SPGI",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SPG",
  "SNA",
  "RTX",
  "GLD",
  "SAP",
  "AMT",
  "RSG",
  "IBM",
  "SSNC",
  "SYK",
  "SBUX",
  "TXN",
  "TMO",
  "TJX",
  "TDG",
  "TRV",
  "VO",
  "EBC",
  "VWO",
  "ELTX",
  "VIG",
  "IWO",
  "MTD",
  null,
  null,
  "BN.TO",
  "VRTX",
  "TT",
  "GM",
  "AXON",
  "APH",
  "AMD",
  "SONY",
  "FI",
  "DOV",
  "WSO",
  "WEC",
  "WM",
  "FTNT",
  "IWR",
  null,
  null,
  "AEP",
  "IDXX",
  "PEG",
  "AMZN",
  "MSI",
  "TTWO",
  "IVE",
  null,
  "VEU",
  "USB",
  "VLO",
  "VEA",
  "VOO",
  "V",
  "WMT",
  "WAT",
  "WMB",
  "YUMC",
  "YUM",
  "XYL",
  null,
  "FNF",
  "AEM",
  "DVY",
  "CHKP",
  "MSCI",
  "NSC",
  "SO",
  "SJM",
  "OTIS",
  "CRM",
  null,
  "DIA",
  "SPOT",
  "GEV",
  "TRI.TO",
  "EXR",
  "GWW",
  "PSA",
  "ADP",
  "BAC",
  "BRK-B",
  "BJ",
  null,
  "BMY",
  "BR",
  "CBT",
  "CADE",
  "CARR",
  "CVX",
  "LNG",
  "CB",
  "CMG",
  "CHD",
  "CSCO",
  "NET",
  "KO",
  "CCEP",
  "CTSH",
  "CL",
  "CMC",
  "COP",
  "CPRT",
  "CTRA",
  "COST",
  "GLW",
  "CRH",
  "CRWD",
  "CW",
  "CYBR",
  "DHR",
  "DE",
  "DOCU",
  "RSP",
  "EWJ",
  "EFA",
  "J",
  "ADI",
  "USMV",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 244
Total Value: 1558284884
Accession Number: 0000938592-25-000002
Form Type: 13F-HR
CIK: moody-lynn--lieberson
Manager Name: Moody-Lynn--Lieberson

Data Enrichment

88% identified

214 identified30 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

244 positions • $1.6B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 10 of 13

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97717W422

Shares:9.1K

Value:$397.8K

% of Portfolio:0.0% ($397.8K/$1.6B)

Motorola Solutions, Inc.

MSI|620076307

Shares:906

Value:$396.7K

% of Portfolio:0.0% ($396.7K/$1.6B)

H&R BLOCK INC

HRB|093671105

Shares:7.2K

Value:$395.2K

% of Portfolio:0.0% ($395.2K/$1.6B)

LPL Financial Holdings Inc.

LPLA|50212V100

Shares:1.2K

Value:$392.6K

% of Portfolio:0.0% ($392.6K/$1.6B)

ASML HOLDING NV

ASML|N07059210

Shares:592

Value:$392.3K

% of Portfolio:0.0% ($392.3K/$1.6B)

Kraft Heinz Co

KHC|500754106

Shares:12.8K

Value:$390.0K

% of Portfolio:0.0% ($390.0K/$1.6B)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:266

Value:$381.1K

% of Portfolio:0.0% ($381.1K/$1.6B)

921943858

VEA|921943858

Shares:7.2K

Value:$363.5K

% of Portfolio:0.0% ($363.5K/$1.6B)

Chubb Ltd

CB|H1467J104

Shares:1.2K

Value:$363.3K

% of Portfolio:0.0% ($363.3K/$1.6B)

CyberArk Software Ltd.

CYBR|M2682V108

Shares:1.1K

Value:$360.3K

% of Portfolio:0.0% ($360.3K/$1.6B)

CHECK POINT SOFTWARE TECHNOLOGIES LTD

CHKP|M22465104

Shares:1.6K

Value:$354.2K

% of Portfolio:0.0% ($354.2K/$1.6B)

922042775

VEU|922042775

Shares:5.7K

Value:$346.9K

% of Portfolio:0.0% ($346.9K/$1.6B)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:7.6K

Value:$344.7K

% of Portfolio:0.0% ($344.7K/$1.6B)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:2.0K

Value:$343.8K

% of Portfolio:0.0% ($343.8K/$1.6B)

US BANCORP \DE\

USB|902973304

Shares:7.9K

Value:$332.0K

% of Portfolio:0.0% ($332.0K/$1.6B)

316071604

Shares:8.1K

Value:$328.9K

% of Portfolio:0.0% ($328.9K/$1.6B)

LOEWS CORP

L|540424108

Shares:3.6K

Value:$328.9K

% of Portfolio:0.0% ($328.9K/$1.6B)

Dutch Bros Inc.

BROS|26701L100

Shares:5.2K

Value:$322.4K

% of Portfolio:0.0% ($322.4K/$1.6B)

LAM RESEARCH CORP

LRCX|512807306

Shares:4.3K

Value:$315.1K

% of Portfolio:0.0% ($315.1K/$1.6B)

DOMINION ENERGY, INC

D|25746U109

Shares:5.6K

Value:$314.0K

% of Portfolio:0.0% ($314.0K/$1.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip97717W422)✕	9.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$397.8K	0.0% ($397.8K/$1.6B)	QoQ -3.44% (-$14.2K) YoY +0.34% (+$1.4K)
Motorola Solutions, Inc.(MSIcusip620076307)	906	QoQ -86.72% (-5.9K) YoY NEW(+906)	All Managers (Combined)	$396.7K	0.0% ($396.7K/$1.6B)	QoQ -87.42% (-$2.8M) YoY NEW(+$396.7K)
H&R BLOCK INC(HRBcusip093671105)	7.2K	QoQ 0.00% (+0) YoY +0.84% (+60)	All Managers (Combined)	$395.2K	0.0% ($395.2K/$1.6B)	QoQ +3.91% (+$14.9K) YoY +12.75% (+$44.7K)
LPL Financial Holdings Inc.(LPLAcusip50212V100)	1.2K	QoQ 0.00% (+0) YoY -33.33% (-600)	All Managers (Combined)	$392.6K	0.0% ($392.6K/$1.6B)	QoQ +0.19% (+$756) YoY -17.45% (-$83.0K)
ASML HOLDING NV(ASMLcusipN07059210)	592	QoQ -7.50% (-48) YoY -81.03% (-2.5K)	All Managers (Combined)	$392.3K	0.0% ($392.3K/$1.6B)	QoQ -11.56% (-$51.3K) YoY -87.04% (-$2.6M)
Kraft Heinz Co(KHCcusip500754106)	12.8K	QoQ -4.21% (-564) YoY -3.39% (-450)	All Managers (Combined)	$390.0K	0.0% ($390.0K/$1.6B)	QoQ -5.08% (-$20.9K) YoY -20.33% (-$99.5K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	266	QoQ 0.00% (+0) YoY +20.36% (+45)	All Managers (Combined)	$381.1K	0.0% ($381.1K/$1.6B)	QoQ +20.81% (+$65.6K) YoY +52.74% (+$131.6K)
(VEAcusip921943858)	7.2K	QoQ +9.57% (+625) YoY +36.91% (+1.9K)	All Managers (Combined)	$363.5K	0.0% ($363.5K/$1.6B)	QoQ +16.47% (+$51.4K) YoY +38.71% (+$101.4K)
Chubb Ltd(CBcusipH1467J104)	1.2K	QoQ -26.69% (-438) YoY -24.62% (-393)	All Managers (Combined)	$363.3K	0.0% ($363.3K/$1.6B)	QoQ -19.87% (-$90.1K) YoY -12.15% (-$50.3K)
CyberArk Software Ltd.(CYBRcusipM2682V108)	1.1K	QoQ +14.13% (+132) YoY NEW(+1.1K)	All Managers (Combined)	$360.3K	0.0% ($360.3K/$1.6B)	QoQ +15.79% (+$49.1K) YoY NEW(+$360.3K)
CHECK POINT SOFTWARE TECHNOLOGIES LTD(CHKPcusipM22465104)	1.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$354.2K	0.0% ($354.2K/$1.6B)	QoQ +22.07% (+$64.1K) YoY +38.96% (+$99.3K)
(VEUcusip922042775)	5.7K	QoQ NEW(+5.7K) YoY NEW(+5.7K)	All Managers (Combined)	$346.9K	0.0% ($346.9K/$1.6B)	QoQ NEW(+$346.9K) YoY NEW(+$346.9K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	7.6K	QoQ -1.93% (-150) YoY -3.12% (-245)	All Managers (Combined)	$344.7K	0.0% ($344.7K/$1.6B)	QoQ +11.23% (-$34.8K) YoY +4.72% (-$15.6K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	2.0K	QoQ -0.50% (-10) YoY -6.50% (-136)	All Managers (Combined)	$343.8K	0.0% ($343.8K/$1.6B)	QoQ -9.32% (-$35.3K) YoY +1.69% (-$5.7K)
US BANCORP \DE\(USBcusip902973304)	7.9K	QoQ 0.00% (-0) YoY -3.02% (-245)	All Managers (Combined)	$332.0K	0.0% ($332.0K/$1.6B)	QoQ -11.72% (-$44.1K) YoY -8.40% (-$30.5K)
(cusip316071604)✕	8.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$328.9K	0.0% ($328.9K/$1.6B)	QoQ -6.60% (-$23.3K) YoY +3.21% (+$10.3K)
LOEWS CORP(Lcusip540424108)	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$328.9K	0.0% ($328.9K/$1.6B)	QoQ NEW(+$328.9K) YoY NEW(+$328.9K)
Dutch Bros Inc.(BROScusip26701L100)	5.2K	QoQ -2.82% (-152) YoY NEW(+5.2K)	All Managers (Combined)	$322.4K	0.0% ($322.4K/$1.6B)	QoQ +14.53% (-$40.9K) YoY NEW(+$322.4K)
LAM RESEARCH CORP(LRCXcusip512807306)	4.3K	QoQ +0.46% (+20) YoY NEW(+4.3K)	All Managers (Combined)	$315.1K	0.0% ($315.1K/$1.6B)	QoQ +1.11% (+$3.5K) YoY NEW(+$315.1K)
DOMINION ENERGY, INC(Dcusip25746U109)	5.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$314.0K	0.0% ($314.0K/$1.6B)	QoQ +4.10% (+$12.4K) YoY +13.98% (+$38.5K)