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

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INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:662

Value:$310.4K

% of Portfolio:0.0% ($310.4K/$1.6B)

922042858

VWO|922042858

Shares:6.8K

Value:$307.7K

% of Portfolio:0.0% ($307.7K/$1.6B)

Philip Morris International Inc.

PM|718172109

Shares:1.8K

Value:$290.8K

% of Portfolio:0.0% ($290.8K/$1.6B)

COGNIZANT TECHNOLOGY SOLUTIONS CORP

CTSH|192446102

Shares:3.8K

Value:$290.2K

% of Portfolio:0.0% ($290.2K/$1.6B)

315911750

Shares:1.5K

Value:$288.7K

% of Portfolio:0.0% ($288.7K/$1.6B)

DOCUSIGN, INC.

DOCU|256163106

Shares:3.5K

Value:$286.7K

% of Portfolio:0.0% ($286.7K/$1.6B)

411511504

Shares:2.8K

Value:$285.2K

% of Portfolio:0.0% ($285.2K/$1.6B)

413838699

Shares:3.6K

Value:$285.0K

% of Portfolio:0.0% ($285.0K/$1.6B)

LOWES COMPANIES INC

LOW|548661107

Shares:1.2K

Value:$282.0K

% of Portfolio:0.0% ($282.0K/$1.6B)

BROOKFIELD Corp /ON/

BN.TO|11271J107

Shares:5.4K

Value:$281.4K

% of Portfolio:0.0% ($281.4K/$1.6B)

DEERE & CO

DE|244199105

Shares:594

Value:$278.8K

% of Portfolio:0.0% ($278.8K/$1.6B)

464287614

IWF|464287614

Shares:766

Value:$276.6K

% of Portfolio:0.0% ($276.6K/$1.6B)

316071109

Shares:13.6K

Value:$273.3K

% of Portfolio:0.0% ($273.3K/$1.6B)

464287598

IWD|464287598

Shares:1.4K

Value:$272.6K

% of Portfolio:0.0% ($272.6K/$1.6B)

J M SMUCKER Co

SJM|832696405

Shares:2.3K

Value:$271.0K

% of Portfolio:0.0% ($271.0K/$1.6B)

412295107

Shares:10.3K

Value:$266.0K

% of Portfolio:0.0% ($266.0K/$1.6B)

EOG RESOURCES INC

EOG|26875P101

Shares:2.1K

Value:$263.9K

% of Portfolio:0.0% ($263.9K/$1.6B)

NOVARTIS AG

NVS|66987V109

Shares:2.3K

Value:$255.2K

% of Portfolio:0.0% ($255.2K/$1.6B)

JACOBS SOLUTIONS INC.

J|46982L108

Shares:2.1K

Value:$254.5K

% of Portfolio:0.0% ($254.5K/$1.6B)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:1.0K

Value:$247.5K

% of Portfolio:0.0% ($247.5K/$1.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	662	QoQ 0.00% (-0) YoY +8.16% (+50)	All Managers (Combined)	$310.4K	0.0% ($310.4K/$1.6B)	QoQ -8.27% (-$28.0K) YoY +14.23% (+$38.7K)
(VWOcusip922042858)	6.8K	QoQ NEW(+6.8K) YoY NEW(+6.8K)	All Managers (Combined)	$307.7K	0.0% ($307.7K/$1.6B)	QoQ NEW(+$307.7K) YoY NEW(+$307.7K)
Philip Morris International Inc.(PMcusip718172109)	1.8K	QoQ 0.00% (+0) YoY NEW(+1.8K)	All Managers (Combined)	$290.8K	0.0% ($290.8K/$1.6B)	QoQ +31.89% (+$70.3K) YoY NEW(+$290.8K)
COGNIZANT TECHNOLOGY SOLUTIONS CORP(CTSHcusip192446102)	3.8K	QoQ 0.00% (-0) YoY -0.15% (-6)	All Managers (Combined)	$290.2K	0.0% ($290.2K/$1.6B)	QoQ -0.52% (-$1.5K) YoY +4.21% (-$11.7K)
(cusip315911750)✕	1.5K	QoQ -2.63% (-40) YoY +11.21% (+149)	All Managers (Combined)	$288.7K	0.0% ($288.7K/$1.6B)	QoQ -6.79% (-$21.1K) YoY +18.87% (+$45.8K)
DOCUSIGN, INC.(DOCUcusip256163106)	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$286.7K	0.0% ($286.7K/$1.6B)	QoQ NEW(+$286.7K) YoY NEW(+$286.7K)
(cusip411511504)✕	2.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$285.2K	0.0% ($285.2K/$1.6B)	QoQ -10.07% (-$31.9K) YoY -6.84% (-$21.0K)
(cusip413838699)✕	3.6K	QoQ 0.00% (-0) YoY -4.98% (-189)	All Managers (Combined)	$285.0K	0.0% ($285.0K/$1.6B)	QoQ -1.09% (-$3.2K) YoY +0.65% (-$1.9K)
LOWES COMPANIES INC(LOWcusip548661107)	1.2K	QoQ -21.64% (-334) YoY +6.05% (-69)	All Managers (Combined)	$282.0K	0.0% ($282.0K/$1.6B)	QoQ -25.95% (-$98.8K) YoY -2.89% (-$8.4K)
BROOKFIELD Corp /ON/(BN.TOcusip11271J107)	5.4K	QoQ 0.00% (-0) YoY NEW(+5.4K)	All Managers (Combined)	$281.4K	0.0% ($281.4K/$1.6B)	QoQ -8.77% (-$27.1K) YoY NEW(+$281.4K)
DEERE & CO(DEcusip244199105)	594	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$278.8K	0.0% ($278.8K/$1.6B)	QoQ +10.77% (+$27.1K) YoY +14.26% (+$34.8K)
(IWFcusip464287614)	766	QoQ 0.00% (-0) YoY +23.94% (+148)	All Managers (Combined)	$276.6K	0.0% ($276.6K/$1.6B)	QoQ -10.08% (-$31.0K) YoY +32.78% (+$68.3K)
(cusip316071109)✕	13.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$273.3K	0.0% ($273.3K/$1.6B)	QoQ -4.80% (-$13.8K) YoY +5.53% (+$14.3K)
(IWDcusip464287598)	1.4K	QoQ 0.00% (+0) YoY NEW(+1.4K)	All Managers (Combined)	$272.6K	0.0% ($272.6K/$1.6B)	QoQ +1.63% (+$4.4K) YoY NEW(+$272.6K)
J M SMUCKER Co(SJMcusip832696405)	2.3K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$271.0K	0.0% ($271.0K/$1.6B)	QoQ +7.52% (+$19.0K) YoY -5.92% (-$17.1K)
(cusip412295107)✕	10.3K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$266.0K	0.0% ($266.0K/$1.6B)	QoQ +5.75% (+$14.5K) YoY -1.70% (-$4.6K)
EOG RESOURCES INC(EOGcusip26875P101)	2.1K	QoQ NEW(+2.1K) YoY +4.25% (+84)	All Managers (Combined)	$263.9K	0.0% ($263.9K/$1.6B)	QoQ NEW(+$263.9K) YoY +4.58% (+$11.6K)
NOVARTIS AG(NVScusip66987V109)	2.3K	QoQ 0.00% (+0) YoY -8.03% (-200)	All Managers (Combined)	$255.2K	0.0% ($255.2K/$1.6B)	QoQ +14.56% (+$32.4K) YoY +5.98% (-$14.4K)
JACOBS SOLUTIONS INC.(Jcusip46982L108)	2.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$254.5K	0.0% ($254.5K/$1.6B)	QoQ -9.52% (-$26.8K) YoY -21.36% (-$69.1K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	1.0K	QoQ 0.00% (+0) YoY -39.42% (-680)	All Managers (Combined)	$247.5K	0.0% ($247.5K/$1.6B)	QoQ +0.91% (+$2.2K) YoY -43.70% (-$192.1K)