Institutional Fund
Moody Lynn Lieberson & Walker, LLC
Boston, MACIK 9385925 filings on record
Portfolio Value
$1.78B
Q1 2026
Holdings
250
Reported positions
New Buys
10
Opened this quarter
QoQ Change
-5.6%
from $1.89B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Alphabet Inc6.5%
- Nvidia Corporation6.3%
- Broadcom Inc5.6%
- Eli Lilly & Co4.3%
- Spdr Gold Tr4.2%
- Microsoft Corp4.1%
- Other69.1%
Portfolio Holdings
250 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 400.8K | $115.26M | 6.5% | −246 | Reduced |
| 2 | Nvidia Corporation | 642.6K | $112.06M | 6.3% | −5.6K | Reduced |
| 3 | Broadcom Inc | 323.3K | $100.06M | 5.6% | −5.0K | Reduced |
| 4 | Eli Lilly & Co | 83.4K | $76.73M | 4.3% | −198 | Reduced |
| 5 | Spdr Gold Tr | 173.1K | $74.49M | 4.2% | −12.8K | Reduced |
| 6 | Microsoft Corp | 195.3K | $72.31M | 4.1% | +1.4K | Added |
| 7 | Apple Inc | 278.6K | $70.70M | 4.0% | −568 | Reduced |
| 8 | Jpmorgan Chase & Co. | 201.5K | $59.26M | 3.3% | −8.0K | Reduced |
| 9 | Amazon Com Inc | 245.1K | $51.04M | 2.9% | +2.3K | Added |
| 10 | Berkshire Hathaway Inc Del | 100.3K | $48.06M | 2.7% | +2.5K | Added |
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