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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Moody-Lynn--Lieberson
Data Enrichment
88% identified214 identified30 unidentified
Holdings
244 positions • $1.6B total value
Manager:
Search and click to pin securities to the top
Page 4 of 13
Shares:14.4K
Value:$3.6M
% of Portfolio:0.2% ($3.6M/$1.6B)
46438F101
Shares:58.0K
Value:$2.7M
% of Portfolio:0.2% ($2.7M/$1.6B)
852234103
Shares:44.0K
Value:$2.4M
% of Portfolio:0.2% ($2.4M/$1.6B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 3.8K | All Managers (Combined) | $3.6M | 0.2% ($3.6M/$1.6B) | |||
| 14.4K | All Managers (Combined) | $3.6M | 0.2% ($3.6M/$1.6B) | |||
ORACLE CORP(ORCLcusip68389X105) | 24.6K | All Managers (Combined) | $3.4M | 0.2% ($3.4M/$1.6B) | ||
Fortinet, Inc.(FTNTcusip34959E109) | 34.0K | QoQ -1.14% (-395)YoY NEW(+34.0K) | All Managers (Combined) | $3.3M | 0.2% ($3.3M/$1.6B) | YoY NEW(+$3.3M) |
| 39.6K | All Managers (Combined) | $3.2M | 0.2% ($3.2M/$1.6B) | |||
| 85.0K | QoQ NEW(+85.0K) YoY NEW(+85.0K) | All Managers (Combined) | $3.2M | 0.2% ($3.2M/$1.6B) | QoQ NEW(+$3.2M) YoY NEW(+$3.2M) | |
| 23.6K | QoQ -0.05% (-12)YoY +0.15% (+37) | All Managers (Combined) | $3.1M | 0.2% ($3.1M/$1.6B) | ||
| 5.8K | All Managers (Combined) | $3.0M | 0.2% ($3.0M/$1.6B) | |||
| 7.2K | QoQ 0.00% (+0)YoY +0.12% (-9) | All Managers (Combined) | $3.0M | 0.2% ($3.0M/$1.6B) | ||
| 105.2K | All Managers (Combined) | $3.0M | 0.2% ($3.0M/$1.6B) | |||
| 8.6K | All Managers (Combined) | $3.0M | 0.2% ($3.0M/$1.6B) | |||
| 5.2K | All Managers (Combined) | $3.0M | 0.2% ($3.0M/$1.6B) | |||
| 45.3K | QoQ -1.06% (-487)YoY NEW(+45.3K) | All Managers (Combined) | $3.0M | 0.2% ($3.0M/$1.6B) | YoY NEW(+$3.0M) | |
Accenture plc(ACNcusipG1151C101) | 9.0K | QoQ -1.39% (-127)YoY -2.03% (-187) | All Managers (Combined) | $2.8M | 0.2% ($2.8M/$1.6B) | |
| 5.4K | All Managers (Combined) | $2.8M | 0.2% ($2.8M/$1.6B) | |||
| 31.4K | All Managers (Combined) | $2.8M | 0.2% ($2.8M/$1.6B) | |||
| 10.8K | All Managers (Combined) | $2.8M | 0.2% ($2.8M/$1.6B) | |||
(cusip46438F101)✕ | 58.0K | YoY NEW(+58.0K) | All Managers (Combined) | $2.7M | 0.2% ($2.7M/$1.6B) | YoY NEW(+$2.7M) |
| 35.0K | QoQ NEW(+35.0K) | All Managers (Combined) | $2.4M | 0.2% ($2.4M/$1.6B) | QoQ NEW(+$2.4M) | |
(cusip852234103)✕ | 44.0K | QoQ -0.98% (-438)YoY NEW(+44.0K) | All Managers (Combined) | $2.4M | 0.2% ($2.4M/$1.6B) | YoY NEW(+$2.4M) |