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 • $1,558,284.884K total value

244 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

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922908710

Shares:4.6K

Value:$2.4M

Cloudflare, Inc.

NET|18915M107

Shares:20.9K

Value:$2.4M

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:36.7K

Value:$2.3M

AMPHENOL CORP /DE/

APH|032095101

Shares:33.0K

Value:$2.2M

Arista Networks, Inc.

ANET|040413205

Shares:26.1K

Value:$2.0M

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:5.2K

Value:$1.8M

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:7.5K

Value:$1.8M

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:7.3K

Value:$1.8M

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:7.8K

Value:$1.7M

Parker-Hannifin Corp

PH|701094104

Shares:2.7K

Value:$1.6M

46137V357

RSP|46137V357

Shares:9.5K

Value:$1.6M

W.W. GRAINGER, INC.

GWW|384802104

Shares:1.6K

Value:$1.6M

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:30.4K

Value:$1.5M

Sony Group Corp

SONY|835699307

Shares:59.2K

Value:$1.5M

UNION PACIFIC CORP

UNP|907818108

Shares:6.2K

Value:$1.5M

QUANTA SERVICES, INC.

PWR|74762E102

Shares:5.7K

Value:$1.5M

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:3.5K

Value:$1.5M

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:2.7K

Value:$1.4M

Salesforce, Inc.

CRM|79466L302

Shares:5.0K

Value:$1.3M

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:6.1K

Value:$1.3M

Instrument	Shares		Other Manager	Value
(cusip922908710)✕	4.6K	QoQ 0.00% (-0) YoY -0.69% (-32)	All Managers (Combined)	$2.4M	QoQ -4.61% (-$114.5K) YoY +6.04% (-$135.0K)
Cloudflare, Inc.(NETcusip18915M107)	20.9K	QoQ NEW(+20.9K) YoY NEW(+20.9K)	All Managers (Combined)	$2.4M	QoQ NEW(+$2.4M) YoY NEW(+$2.4M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	36.7K	QoQ +0.10% (+38) YoY -6.82% (-2.7K)	All Managers (Combined)	$2.3M	QoQ +4.34% (+$94.4K) YoY +15.20% (-$298.9K)
AMPHENOL CORP /DE/(APHcusip032095101)	33.0K	QoQ 0.00% (-0) YoY +100.33% (+16.6K)	All Managers (Combined)	$2.2M	QoQ -5.55% (-$127.6K) YoY +13.91% (+$264.8K)
Arista Networks, Inc.(ANETcusip040413205)	26.1K	QoQ -64.26% (-46.9K) YoY NEW(+26.1K)	All Managers (Combined)	$2.0M	QoQ -74.94% (-$6.0M) YoY NEW(+$2.0M)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	5.2K	QoQ +266.94% (+3.8K) YoY -63.62% (-9.2K)	All Managers (Combined)	$1.8M	QoQ +278.12% (+$1.4M) YoY -59.99% (-$2.8M)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	7.5K	QoQ 0.00% (+0) YoY +0.43% (+33)	All Managers (Combined)	$1.8M	QoQ +20.36% (+$309.1K) YoY +27.04% (+$388.8K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	7.3K	QoQ 0.00% (-0) YoY -22.80% (-2.2K)	All Managers (Combined)	$1.8M	QoQ -2.18% (-$40.5K) YoY -28.65% (-$726.8K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	7.8K	QoQ -0.89% (-71) YoY -92.14% (-92.1K)	All Managers (Combined)	$1.7M	QoQ -7.10% (-$127.0K) YoY -91.90% (-$18.9M)
Parker-Hannifin Corp(PHcusip701094104)	2.7K	QoQ -0.11% (-3) YoY +0.48% (+13)	All Managers (Combined)	$1.6M	QoQ -4.53% (-$78.2K) YoY +9.89% (+$148.1K)
(RSPcusip46137V357)	9.5K	QoQ +11.62% (+986) YoY +37.34% (+2.6K)	All Managers (Combined)	$1.6M	QoQ +10.34% (+$153.8K) YoY +40.47% (+$472.7K)
W.W. GRAINGER, INC.(GWWcusip384802104)	1.6K	QoQ +0.12% (-2) YoY +0.64% (-10)	All Managers (Combined)	$1.6M	QoQ -6.16% (-$101.9K) YoY -2.27% (-$36.1K)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	30.4K	QoQ NEW(+30.4K) YoY NEW(+30.4K)	All Managers (Combined)	$1.5M	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
Sony Group Corp(SONYcusip835699307)	59.2K	QoQ NEW(+59.2K) YoY NEW(+59.2K)	All Managers (Combined)	$1.5M	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
UNION PACIFIC CORP(UNPcusip907818108)	6.2K	QoQ +0.50% (+31) YoY -7.00% (-465)	All Managers (Combined)	$1.5M	QoQ +4.11% (+$57.7K) YoY -10.66% (-$174.2K)
QUANTA SERVICES, INC.(PWRcusip74762E102)	5.7K	QoQ -6.66% (-409) YoY -6.17% (-377)	All Managers (Combined)	$1.5M	QoQ -24.93% (-$483.9K) YoY -8.20% (-$130.2K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	3.5K	QoQ 0.00% (-0) YoY -1.92% (-68)	All Managers (Combined)	$1.5M	QoQ -1.32% (-$19.5K) YoY +3.52% (-$49.6K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	2.7K	QoQ +0.70% (-19) YoY +7.10% (+179)	All Managers (Combined)	$1.4M	QoQ -5.67% (-$86.6K) YoY +2.68% (+$37.7K)
Salesforce, Inc.(CRMcusip79466L302)	5.0K	QoQ -0.19% (-10) YoY -73.71% (-14.0K)	All Managers (Combined)	$1.3M	QoQ -19.89% (-$332.9K) YoY -76.57% (-$4.4M)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	6.1K	QoQ +49.39% (+2.0K) YoY +49.03% (+2.0K)	All Managers (Combined)	$1.3M	QoQ +77.24% (+$577.9K) YoY +64.12% (+$518.1K)